Betterment Advisor Solutions (BAS), the leading, all-in-one custodian for modern RIAs, has unveiled a new series, Advisor Exchange, providing industry insights, inspiration, and practical advice from independent advisors. New episodes of Advisor Exchange will air every other month for the remainder of the year, featuring honest conversations with advisors about how they run their business, and the important lessons they’ve picked up along their professional journeys. The host and moderator is Thomas Moore, Head of Betterment Advisor Solutions. “The Betterment Advisor Exchange isn’t just another industry podcast—it’s a space for frank, compelling conversations that get to the heart of why advisors do what they do and how they’ve built their success,” said Mr. Moore. “We’re going beyond business strategy to uncover the real stories that have shaped these advisors’ journeys. Our goal is to invite listeners into these conversations, offering inspiration and insights they won’t find anywhere else.” In the inaugural episode, “Letting Your Niche Find You,” which premiered on March 19, 2025, Mr. Moore interviewed Eric Rodriguez, CFP, Founder of WealthBuilders, LLC, where he helps protect and grow clients’ wealth. As a financial advisor, Mr. Rodriguez focuses on empowering people to take control of their financial lives. However, he explained during the webinar that his identity as a business owner and entrepreneur is key, as he wants to help as many people as possible and continue to grow alongside them. Mr. Rodriguez also reflected on his own organic growth, a challenge for many small firms, and how he has achieved that in addition to finding his niche in the retirement planning space.
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