RIA Edge Podcast: John Bunch on Scaling Up Allworth Financial

RIA Edge Podcast: John Bunch on Scaling Up Allworth Financial

Scaling growth isn’t just about getting bigger; it’s about vision, discipline and striking the right balance between legacy and innovation. So how does a $30 billion-plus RIA navigate the complexities of rapid acquisitions, evolving culture and the disruptive promise of AI? In this episode of the RIA Edge Podcast, host David Armstrong sits down with …

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RIA Edge Podcast: Building Growth Partnerships with Summit Financial’s Stan Gregor

RIA Edge Podcast: Building Growth Partnerships with Summit Financial’s Stan Gregor

Explosive growth doesn’t happen by accident. It’s fueled by intentional partnerships, strategic resources, and cultural alignment. In this episode of the RIA Edge Podcast, host David Armstrong sits down with Stan Gregor, CEO of Summit Financial, who shares how his firm has grown from $3 billion to nearly $25 billion in assets since 2020.  He …

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RIA Edge Podcast: How James Bogart Grew His Firm to $3B Client-by-Client—And What Comes Next

RIA Edge Podcast: How James Bogart Grew His Firm to $3B Client-by-Client—And What Comes Next

James Bogart, founder of Bogart Wealth, has created an organic growth machine, going from $526 million to $3 billion in assets in less than 10 years—client by client, no M&A.  His story shows the benefits of putting in place a strategic, repeatable and intentional growth program (especially for smaller entrepreneurial advisors) and focusing on a …

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RIA Edge Podcast: How Taylor Matthews Built Farther to Boost Advisor Efficiency by Removing Platform Friction

RIA Edge Podcast: How Taylor Matthews Built Farther to Boost Advisor Efficiency by Removing Platform Friction

It’s not surprising that tech-native firms see the wealth management industry’s high margins and sticky revenue, even with its notoriously disjointed and sometimes subpar tech stacks, and think, “Good business. But it could be better.”  At the recent WealthManagement EDGE conference in Boca Raton, Fla., David Armstrong, director of editorial strategy and operations for the …

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RIA Edge: Building a Future-Ready Firm with Brandywine Oak CEO Michael Henley

RIA Edge: Building a Future-Ready Firm with Brandywine Oak CEO Michael Henley

Join host David Armstrong, fresh off the Wealth Management Edge Conference in Boca Raton, Fla., as he interviews Michael Henley, founder and chief executive officer of Brandywine Oak Private Wealth. Michael talks about the firm’s rapid growth since leaving Merrill Lynch in 2018 with the help of Dynasty Financial Partners and the focus that helped …

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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Engines

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Engines

Economic uncertainty, heightened volatility and on-again, off-again trade policies are challenging for investors. But similar to the Great Financial Crisis of 2008, fiduciary advisors can use this opportunity to assert their value and give clients confidence that their broader financial plans aren’t as negatively impacted as they may think, given the daily doom-and-gloom market headlines. …

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RIA Edge Podcast: Cresset’s Susie Cranston on How an ‘Industrial Scale’ RIA Benefits Clients, the Firm

RIA Edge Podcast: Cresset’s Susie Cranston on How an ‘Industrial Scale’ RIA Benefits Clients, the Firm

In this episode of the RIA Edge Podcast, join host David Armstrong for an insightful conversation with Susie Cranston, president and COO of Cresset, as they explore how the firm rapidly scaled to $65 billion.  David and Susie discuss: How Cresset grew out of a family office for the founders, and how the firm defines …

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RIA Edge Podcast: Chris Erblich on TFO’s Response to Client Needs

RIA Edge Podcast: Chris Erblich on TFO’s Response to Client Needs

How can a firm truly put families first in wealth management? Join host David Armstrong as he interviews Chris Erblich, co-founder of TFO Family Office Partners. Chris shares the origin story and evolution of TFO’s three distinct but interconnected entities: a full-service multifamily office in Phoenix, a wealth management firm in Ohio and a South …

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RIA Edge Podcast: The Power of Specialization with Andrew Leonard

RIA Edge Podcast: The Power of Specialization with Andrew Leonard

In this episode of the RIA Edge Podcast, host David Armstrong chats with Andrew Leonard, founder and partner at Geometric Wealth Advisors, about how the firm has rapidly grown to over $1 billion in AUM since Leonard founded it by catering to a specific client niche: executives working inside large consulting firms like McKinsey, Bain, …

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RIA Edge Podcast: Building Wealth Firms That Last with Mark DeLotto

RIA Edge Podcast: Building Wealth Firms That Last with Mark DeLotto

What makes a financial advisory firm truly sustainable in the competitive world of wealth management? Join David Armstrong as he engages with Mark DeLotto, partner and corporate development officer at Simon Quick Advisors, on the firm’s distinctive growth journey and his roadmap for future growth. Mark offers insights into cultivating a culture of broad ownership, …

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