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RIA CollectiveAuthor: Charlie Van Derven
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, youre 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 firms 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 youve 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 Language: en-us Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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RIA Collective: Sam Sova | AI Coworkers Are Changing Advisory Firms
Episode 64
Monday, 23 February, 2026
AI is everywhere in financial services, but most advisors are only scratching the surface.In this episode of RIA Collective, host Charlie Van Derven sits down with Sam Sova, Co-Founder of Subatomic AI, to explore how artificial intelligence is moving beyond basic tools and becoming a true collaborative partner inside advisory firms.Sam shares how RIAs can use AI to unify data across CRMs, custodians, portfolio platforms, email, and communication tools. The result is fewer manual tasks, more efficiency, and the ability to break through growth ceilings without adding headcount.Together, Charlie and Sam discuss:Why AI is at a “1995 moment,” similar to the early internetHow advisors are losing more than 40% of their time to tasks AI can now handleWhy meeting preparation is one of the biggest hidden time drains in advisory firmsHow AI coworkers can automatically generate agendas, insights, and recommendationsThe future of personalized client journeys and proactive touchpointsHow Subatomic approaches security, compliance, and transparency for RIAsWhy AI is not about replacing people, but about doing more with the same teamSam also explains how Subatomic helps firms save hundreds, and in some cases thousands, of hours per year. That time can be reinvested where it matters most: relationships, trust, and growth.This episode is especially valuable for:Independent advisors and RIAsFirms hitting a growth ceilingAdvisors curious about AI beyond note-taking toolsLeaders planning for the next decade of advice🎧 Watch now and subscribe to RIA Collective for conversations that help independent advisors grow, adapt, and lead the future of financial advice.Connect with Sam Sova🌐 Subatomic AI: https://subatomic.aiConnect with Charlie Van Derven🌐 Social Advisors: https://www.social-advisors.com💼 LinkedIn: https://www.linkedin.com/in/charlievanderven/Chapters00:00 – Why this episode is different03:00 – AI’s “1995 moment”07:45 – Where advisors lose the most time11:00 – AI-powered meeting preparation explained15:30 – Unifying data across advisor technology stacks19:00 – Security, compliance, and transparency22:30 – The future of AI coworkers in RIAs
