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RIA Collective
Are you a financial advisor stuck with a firm that no longer serves your needs, fits your ideals, or gives you the flexibility to serve your clients as a true fiduciary? That is a tricky place to be, but rest assured, you’re not alone. RIA Collective Podcast is created with you in mind. We interview leaders at Registered Investment Advisory firms to learn from their wisdom and experience. It is our goal to take the fear and mystery out of going independent.Most of the industry leaders we talk with were in the exact same place you find yourself today. They too saw themselves as entrepreneurs. They became an advisor to create flexibility in their lives and help many others create financial security and peace of mind. Like you, those professionals become stifled by their captive environment. Sales quotas, proprietary products and services, the firm’s agenda, compliance, and other factors can make it difficult to grow and to act as a true fiduciary to your clients. RIA Collective podcast is hosted by Charlie Van Derven, an industry veteran who has been serving the advisor community for almost 25 years. During his time working in Financial Services, Charlie has seen trends come and go. One trend that continues with no end in sight, is the migration of advisors from the captive wire-house space to independence.The move to independence can go smoothly, or it can be a battle. Tune in to RIA Collective podcast to learn from industry leaders how to set your practice up for a smooth transition. Learn important things to consider and actions to take 3, 6, 12, or 18 months ahead of your move. Learn how to solidify key client relationships so you can retain the assets you’ve built.If you are an advisor considering a change or an industry leader who is building their firm and has wisdom to share, we would love to talk to you.Visit RIAcollective.com for more information or reach out to Charlie directly on LinkedIn. Thanks for being here.If you'd like to be a guest or connect directly with Charlie, visit https://www.riacollective.com.
RIA Collective
RIA Collective: Jon Henderson | Building a One-Stop RIA for the Next Decade
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What does the next generation of advisory firms actually look like?
In this episode of RIA Collective, host Charlie Van Derven sits down with Jon Henderson, Founder of Echo45 Advisors, to explore how independent firms are evolving beyond traditional investment management into fully integrated advisory businesses.
After spending 20 years at Merrill Lynch, Jon made the leap to independence and built a firm designed for where client expectations are heading - not where they’ve been. That includes adding tax and estate services, leveraging partnerships instead of doing everything in-house, and positioning his firm to thrive in a future shaped by automation and AI.
Together, Charlie and Jon discuss:
- Why adding tax and estate services is a game-changer for advisory firms
- How AI will disrupt bookkeeping and compliance - and what advisors should focus on instead
- Why clients panic more about taxes than market volatility
- The rise of the “one-stop firm” and what clients actually want today
- How to create a family-office-like experience for the mass affluent
- Why integration beats silos when it comes to long-term growth
This conversation is especially relevant for:
✔️ Independent advisors
✔️ RIAs thinking about adding tax or estate services
✔️ Firms planning for the next 5–10 years
✔️ Advisors who want to deepen client relationships without burning out
🎧 Listen now and subscribe to RIA Collective for conversations that elevate the independent advisor profession.
Connect with Jon Henderson
🌐 Website: https://www.echo45advisors.com/
💼 Firm: Echo45 Advisors
📘 Facebook: https://www.facebook.com/Echo45Advisors
🔗 LinkedIn (Company): https://www.linkedin.com/company/echo45advisors/
📸 Instagram: https://www.instagram.com/Echo45_Advisors/
▶️ YouTube: www.youtube.com/@UCkhMC5FRtPHf4_vnYp0tEIg
🐦 X (Twitter): https://x.com/echo45advisors
👤 LinkedIn (Jon Henderson): https://www.linkedin.com/in/jhendersonecho45/
Connect with Charlie Van Derven
🌐 Social Advisors: https://www.social-advisors.com
💼 LinkedIn: https://www.linkedin.com/in/charlievanderven/
