Don’t Do That: Don’t Buy Mission-Critical Tech Based on the Roadmap with Chuck Failla, Sovereign Financial Group

In this candid and fast-moving episode of Don’t Do That, Kelly sits down with Chuck Failla, Founder and CEO of Sovereign Financial Group, for a conversation about growth, operational scale, advisor support, marketing, and the technology decisions that can make or break a firm. Kelly and Chuck cover: 01:01 Chuck shares Sovereign’s growth from a $100M lifestyle practice to a $1.2B firm 02:23 Building the platform Chuck always wished existed as an advisor 03:04 Why Chuck is committed to cash-flo...