30 episodes

In this podcast series from Wealthmanagement.com, Editor in Chief, David Armstrong takes a deeper look at the RIA space. Topics that will be covered include how advisors are leaving full-service firms and becoming more entrepreneurial, what is driving the flood of money coming into the RIA space, brand new tech solutions that will hopefully benefit independent advisors and how ESG investing becomes part of client portfolios. There will be a lot more covered in these discussions so be sure to mark this series for the future. Enjoy!

Wealthmanagement.com Advisor Innovations with David Armstrong, Editor in Chief David Armstrong, Editor in Chief

    • Business

In this podcast series from Wealthmanagement.com, Editor in Chief, David Armstrong takes a deeper look at the RIA space. Topics that will be covered include how advisors are leaving full-service firms and becoming more entrepreneurial, what is driving the flood of money coming into the RIA space, brand new tech solutions that will hopefully benefit independent advisors and how ESG investing becomes part of client portfolios. There will be a lot more covered in these discussions so be sure to mark this series for the future. Enjoy!

    Advisor Innovations: Shirl Penney on The Modern Independent Advisor

    Advisor Innovations: Shirl Penney on The Modern Independent Advisor

    In this episode, David Armstrong is joined by Shirl Penney, President and CEO of Dynasty Financial Partners, diving into the history and ecosystem of the independent financial advisor movement.  Shirl discusses: The problem Penney and his co-founder were looking to solve when they launched Dynasty. How technology was the great enabler fueling Dynasty’s growth Replicating … Continue reading Advisor Innovations: Shirl Penney on The Modern Independent Advisor →

    • 33 min
    Advisor Innovations: Robert Sofia on Bringing Digital Marketing to Advisors

    Advisor Innovations: Robert Sofia on Bringing Digital Marketing to Advisors

    In this episode, recorded live at the Wealth Management EDGE conference at the Diplomat Beach Resort Hollywood in Florida, David Armstrong is joined by Robert Sofia, Founder and CEO of Snappy Kraken, a digital marketing platform for financial advisors. Robert discusses: What problem Sofia was trying to solve when he founded Snappy Kraken. Why each … Continue reading Advisor Innovations: Robert Sofia on Bringing Digital Marketing to Advisors →

    • 28 min
    Advisor Innovations: Jason Wenk on Scaling Advisor Technology the Right Way

    Advisor Innovations: Jason Wenk on Scaling Advisor Technology the Right Way

    In this episode, David Armstrong is joined by Founder and CEO of Altruist, Jason Wenk, to talk about the state of advisor technology and the move toward consolidation of onboarding, custodial services, trading, account management and portfolio reporting with digital applications. Wenk explains why the current state of advisory technology needed a kick to bring … Continue reading Advisor Innovations: Jason Wenk on Scaling Advisor Technology the Right Way →

    • 45 min
    Advisor Innovations: Dr. Daniel Crosby on Understanding a Client’s Money Mindset

    Advisor Innovations: Dr. Daniel Crosby on Understanding a Client’s Money Mindset

    In this episode, David Armstrong talks to Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions. The son of a financial advisor, Crosby holds a Ph.D in psychology from Brigham Young University, and has spent his career bridging those insights to help people understand how they think about, and plan for, money and finances. … Continue reading Advisor Innovations: Dr. Daniel Crosby on Understanding a Client’s Money Mindset →

    • 33 min
    Advisor Innovations: Brian Portnoy on Helping Clients Rethink Wealth

    Advisor Innovations: Brian Portnoy on Helping Clients Rethink Wealth

    Sometimes, your clients might get emotionally carried away and make irrational money decisions, especially during times of high market fluctuations. It is your responsibility, as their advisor, to remind them that money is not the end goal, but only the means to the goal — a joyful and meaningful life. In this episode, David Armstrong … Continue reading Advisor Innovations: Brian Portnoy on Helping Clients Rethink Wealth →

    • 40 min
    Advisor Innovations: Carter Gibson on Planning for the Future of Your Firm

    Advisor Innovations: Carter Gibson on Planning for the Future of Your Firm

    In this episode, David Armstrong is joined by Carter Gibson, vice president and head of advisor M&A at LPL Financial. Working with a network of some 20,000 independent advisors, Gibson and his team have consulted with firms across the spectrum, giving him unique insight into how advisors think about, plan for, and execute, successful succession … Continue reading Advisor Innovations: Carter Gibson on Planning for the Future of Your Firm →

    • 34 min

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