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
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
Apr 23, 2024 • 40min
RIA Edge Podcast: Brandon Kawal on ‘Life After the Gold Rush’ in the 2024 Deal Room Report
Brandon Kawal reflects on the RIA M&A shift from gold rush mentality to an institutional arms race. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Brandon Kawal, partner at Advisor Growth Strategies, about remaining buoyant in the M&A market despite the challenges of … Read More Read More
Apr 9, 2024 • 52min
RIA Edge Podcast: Jonathan Foster’s ‘Open Architecture’ Approach to HNW Markets
Foster’s firm, Angeles Wealth Management, has a 40% compound growth rate without tapping the M&A markets by fostering a “culture of storytellers.” In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Jon Foster, president and CEO of Angeles Wealth, a firm that caters to … Read More Read More
Mar 28, 2024 • 41min
RIA Edge Podcast: Brent Brodeski on the Strategy Behind Savant’s Rapid Growth
Savant CEO and founder Brent Brodeski shares his playbook of success through M&A as a means to fill service gaps and to expand his service model across 15 states, with national ambitions. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Brent Brodeski, CEO … Read More Read More
Mar 26, 2024 • 33min
RIA Edge Podcast: Modern Wealth’s Mike Capelle on Lessons Learned at United Capital, Goldman Sachs
An early architect of Joe Duran’s United Capital, and a former Goldman Sachs PFM exec, Mike Capelle and his partners secured $200 million to build a national RIA with a vision of bringing all a client’s planning needs—tax, insurance, estate planning—under one roof. In this episode of the RIA Edge Podcast, David Armstrong, editorial director … Read More Read More
Mar 22, 2024 • 42min
RIA Edge Podcast: Regent Peak’s Craig Robson on the Contrarian Strategy that Led to Rapid Organic Growth
In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Craig Robson, founder of Regent Peak Wealth Advisors, about why, after 25 years at Merrill Lynch, he ventured into independent practice where, over the past five years, he’s built a growing practice catering to wealth … Read More Read More
Feb 29, 2024 • 28min
RIA Edge Podcast: Adding Client Services Doesn’t Always Add Value
Growth-minded RIAs often look to bring new services to clients. Research from WMIQ and Marshberry shows widely different motivations and approaches—and sometimes elevated expectations for the impact on firm value. In this episode of the RIA Edge Podcast, David Armstrong, managing director of editorial and content strategies for the Wealth Management Group at Informa, talks … Read More Read More
