RIA Collective: Dennis Huergo | What Advisors Get Wrong About Growth and Independence episode artwork

EPISODE · Mar 30, 2026 · 15 MIN

RIA Collective: Dennis Huergo | What Advisors Get Wrong About Growth and Independence

from RIA Collective · host Charlie Van Derven

What does it really take to grow as a financial advisor?In this episode of RIA Collective, host Charlie Van Derven sits down with Dennis Huergo of Wealth Enhancement Group to explore the mindset, career decisions, and experiences that shape successful advisors over time.Dennis shares his journey from military service into financial services, starting in insurance and sales, and eventually transitioning toward true financial planning and independence. Along the way, he reflects on the lessons that accelerated his growth and the mistakes that slowed him down.Together, Charlie and Dennis discuss:Why what you consume shapes the direction of your careerHow being the least experienced person in the room can accelerate growthThe difference between sales-driven roles and true financial planningWhat advisors often get wrong early in their careersThe tradeoff between short-term income and long-term developmentHow mindset, discomfort, and environment impact successDennis also shares how his upbringing as the child of Cuban immigrants shaped his perspective on responsibility, growth, and making the most of opportunities.This episode is especially valuable for:Advisors early in their careerProfessionals considering independenceAdvisors feeling stuck in sales-focused rolesAnyone looking to grow faster by learning from others🎧 Watch now and subscribe to RIA Collective for conversations that elevate the independent advisor profession.Connect with Dennis Huergo🌐 Website: https://www.wealthenhancement.com📧 Email: [email protected] with Charlie Van Derven🌐 Social Advisors: https://www.social-advisors.com💼 LinkedIn: https://www.linkedin.com/in/charlievanderven/Chapters00:00 – From military to financial services03:30 – The impact of upbringing on financial mindset07:10 – What you consume shapes your career11:00 – Growth through uncomfortable environments15:20 – Sales vs financial planning19:00 – Lessons Dennis would do differently22:30 – Advice for advisors considering independence

Episode metadata supplied by the publisher feed · Published Mar 30, 2026

Embed this episode

What does it really take to grow as a financial advisor? In this episode of RIA Collective, host Charlie Van Derven sits down with Dennis Huergo of Wealth Enhancement Group to explore the mindset, career decisions, and experiences that shape successful advisors over time. Dennis shares his journey from military service into financial services, starting in insurance and sales, and eventually transitioning toward true financial planning and independence. Along the way, he reflects on the lesson...

Distinct summary based on available episode metadata or transcript content.

NOW PLAYING

RIA Collective: Dennis Huergo | What Advisors Get Wrong About Growth and Independence

0:00 15:31

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of RIA Collective?

This episode is 15 minutes long.

When was this RIA Collective episode published?

This episode was published on March 30, 2026.

Can I download this RIA Collective episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!