RIA Edge
David Armstrong
RIA Edge is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&A and strategic organic growth plans. Hosted by David Armstrong, RIA Edge provides leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.
Episodes
Mentioned books
Oct 22, 2024 • 39min
RIA Edge Podcast: Alternatives at the Core with Dick Pfister
In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Dick Pfister, founder of AlphaCore Wealth Advisory, to explore his firm’s investment approach that places alternatives at the core of the service offering. Dick discusses his early days bringing alternatives to advisors with his … Read More Read More
Oct 8, 2024 • 33min
RIA Edge Podcast: Enhancing the RIA Experience with Jalina Kerr
In this episode of the RIA Edge Podcast, David Armstrong, editorial director at Informa Connect’s Wealth Management Group, sits down with Jalina Kerr, managing director of client experience for Schwab Advisor Services. Jalina talks about Schwab’s approach to enhancing the advisor experience, including the group’s work on technology integrations, changes made in the wake of … Read More Read More
Sep 30, 2024 • 31min
RIA Edge Podcast: Ken Stern on Lido Advisors’ Path to $20B in AUM
Ken Stern’s journey with Lido Advisors started almost a decade ago with a chance meeting at a family office conference. His initial connection with Lido’s founders quickly evolved into a shared vision of providing unmatched client service and scaling a national brand. In some ways, the Lido story is a bit different among RIAs—instead of … Read More Read More
Sep 16, 2024 • 43min
RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz
Learn how independent financial advisors can drive growth and streamline operations while maintaining their autonomy as David Armstrong, editorial director for Informa Connect’s Wealth Management Group, speaks with Nate Lenz, CEO & co-founder at Concurrent. They explore talent development, organic growth strategies and the unique model Concurrent uses to allow advisors to thrive while maintaining … Read More Read More
Aug 20, 2024 • 35min
RIA Edge Podcast: Organic Growth Fuels Industry Rebound in 2023
Schwab’s Lisa Salvi shares insights from the firm’s annual benchmarking report, revealing how top-performing RIAs are driving significant organic growth amidst industry challenges. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Lisa Salvi, managing director of advisor services at Schwab, about the firm’s … Read More Read More
Aug 6, 2024 • 33min
RIA Edge Podcast: How Conway Wealth Prioritizes Clients’ Life Goals Beyond Investments
Michael Conway shares how advisors at his firm, Conway Wealth, prioritize a deep understanding of each client’s values and puts health and well-being at the center of the planning conversation. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Michael Conway, founder and CEO … Read More Read More
Jul 23, 2024 • 37min
RIA Edge Podcast: Helium Advisors’ Tax-Optimized Approach to Building Wealth
Helium founder and partner Howard Morin explains the benefits of bridging financial planning with deep tax expertise. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Howard Morin, founder and partner at Helium Advisors, about integrating tax planning into the center of wealth management … Read More Read More
Jul 9, 2024 • 34min
RIA Edge Podcast: Client-Centric Growth: A Model for Modern Wealth Management
President and CEO Phillip Hamman of Linscomb Wealth on how his firm outpaced market growth with a laser focus on client satisfaction. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Phillip Hamman, president and CEO of Linscomb Wealth, about the firm’s comprehensive financial … Read More Read More
Jun 4, 2024 • 38min
RIA Edge Podcast: Charting Growth With Insights from Wealth Enhancement Group’s Jeff Dekko
WEG CEO Jeff Dekko shares his company’s approach to staffing models, strategic decision-making, and the significance of organic growth in the financial advisory industry. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Jeff Dekko, CEO of Wealth Enhancement Group, about the firm’s history … Read More Read More
May 7, 2024 • 37min
RIA Edge Podcast: Marshberry’s John Orsini on The Paths to Growth
Marshberry’s director of financial advisory services on how advisors navigate their growth trajectories. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, and John Orsini, director, of financial advisory services, at MarshBerry, discuss the recent RIA Edge research study detailing how firms are navigating their growth … Read More Read More
