The Advisor Delta™

Worldsource Wealth Management
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The Advisor Delta™ is your essential guide to mastering the wealth management industry. Hosted by Worldsource Wealth Management, this podcast delivers expert advice, actionable insights, and innovative strategies to grow and elevate your practice. Join industry leaders for interviews, thought-provoking roundtables, and quick-fire 'Ask Me Anything' Q&A sessions, as we cover everything from emerging trends to leadership development. The Advisor Delta™ is more than just a podcast—it's a partner in your success. We aim to provide high-value industry insights while building a community of like-minded professionals who can learn from each other’s’ experiences. Start listening today and unlock the tools, strategies, and inspiration you need to elevate your wealth practice with The Advisor Delta™. For more episodes and insights, don’t forget to subscribe and visit us at www.worldsourcewealth.com. And remember, together, we can take your practice to the NextLevel™.

  1. Beyond the return | The real value of tax season

    1D AGO

    Beyond the return | The real value of tax season

    Tax season is often seen as a backward-looking exercise, but the most valuable conversations actually happen before a return is even filed. In this episode, Joe Falzone, Certified Financial Planner professional at TP Financial Group of Worldsource Financial Management, Inc., shares how early collaboration and well-timed discussions can help advisors strengthen relationships, work more effectively with accountants and build lasting client trust.

    17 min
  2. The next era of wealth management | A conversation with Doce Tomic

    JAN 14

    The next era of wealth management | A conversation with Doce Tomic

    What will define successful advisory practices in 2026 and beyond? In this special 2026 kickoff episode of The Advisor Delta™, Doce Tomic, our Chairman and President, joins us for a forward-looking discussion on the forces reshaping Canadian wealth management.

    27 min
  3. Financial Literacy Month 2025 | The power of conversation

    11/26/2025

    Financial Literacy Month 2025 | The power of conversation

    This Financial Literacy Month, we’re breaking the silence around money. From hands-on tips for teaching kids about saving and investing to strategies for advisors to open the door to future planning discussions, this episode inspires everyone to take action and start the conversation today.

    13 min
  4. Blurred lines | The boundaries of POA and executor roles

    11/12/2025

    Blurred lines | The boundaries of POA and executor roles

    Let’s talk about one of the most misunderstood compliance topics in wealth management – power of attorneys and executors. Gain clarity on your professional boundaries, understand regulatory expectations and walk away with the confidence to handle these sensitive situations. A must-listen for any advisor looking to protect their clients and their license.

    15 min
  5. More than metrics | Uncovering your practice’s hidden value

    10/29/2025

    More than metrics | Uncovering your practice’s hidden value

    What’s your practice really worth? Join us as we unpack the first and most crucial step in succession planning: assessing and articulating the value of what you’ve built. Discover how to evaluate your business beyond the balance sheet, blending metrics with brand equity and client experience, to create a practice that’s future-ready and a legacy you’re proud to leave behind.

    10 min
  6. Trust, legacy and longevity | Building a lasting advisory practice

    10/15/2025

    Trust, legacy and longevity | Building a lasting advisory practice

    Succession planning can feel daunting—but it doesn’t have to be done alone. We sat down with Rob Andrus of Family Wealth Concepts and Matthew Cole of Northstar Wealth Management to learn how a Worldsource study group led to a succession. They discuss lessons learned, challenges they overcame and why investing in relationships with fellow advisors could be the key to safeguarding your practice’s future. A must listen for advisors seeking to create continuity for their clients and peace of mind for their practices.

    32 min
  7. Keeping it in the family | A mother-daughter succession story

    10/01/2025

    Keeping it in the family | A mother-daughter succession story

    When succession planning becomes a family affair, the results are both inspiring and instructive. Certified Financial Planners Dale Collins and Courtney Castledine are a real-world example of how to transition a practice thoughtfully and effectively. We sat down with the mother-daughter team to ask about their unique journey building and transitioning a practice. Together, they share candid lessons on communication, client trust and balancing their dynamic while preparing for the future.

    26 min
  8. Email fraud | Red flags and prevention strategies

    09/17/2025

    Email fraud | Red flags and prevention strategies

    Email fraud is no longer a rare occurrence—it’s a daily threat to advisors and their clients. In this episode of The Advisor Delta™, our SVP Dealer Compliance, Chief Compliance Officer unpacks how fraudsters operate, why their attacks succeed and the simple yet critical steps every advisor must take to safeguard client assets and protect their reputation. With trust on the line, you can’t afford not to!

    31 min
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About

The Advisor Delta™ is your essential guide to mastering the wealth management industry. Hosted by Worldsource Wealth Management, this podcast delivers expert advice, actionable insights, and innovative strategies to grow and elevate your practice. Join industry leaders for interviews, thought-provoking roundtables, and quick-fire 'Ask Me Anything' Q&A sessions, as we cover everything from emerging trends to leadership development. The Advisor Delta™ is more than just a podcast—it's a partner in your success. We aim to provide high-value industry insights while building a community of like-minded professionals who can learn from each other’s’ experiences. Start listening today and unlock the tools, strategies, and inspiration you need to elevate your wealth practice with The Advisor Delta™. For more episodes and insights, don’t forget to subscribe and visit us at www.worldsourcewealth.com. And remember, together, we can take your practice to the NextLevel™.

Information

  • Creator
    Worldsource Wealth Management
  • Years Active
    2025 - 2026
  • Episodes
    21
  • Rating
    Clean
  • Copyright
    © 2026 Worldsource Wealth Management
  • Show Website
    The Advisor Delta™