Check out all of our thought leaders across our latest WealthManagement.com podcasts.
| | Podcast Spotlight - September 2021 | | | Advisor Innovations - Sponsored by LPL Financial Where can financial advisors and wealth professionals learn more about the innovations that are impacting their lives and the lives of their clients? The Advisor Innovations Podcast was built with this goal in mind, see who we recently sat down with through these exclusive audio casts:
Episode 10: Rick Ferri's Contrarian Views on Financial Advice In this episode, David Armstrong speaks with Ferri about how he got his start in the industry, how his thinking has evolved around Wall Street, and whether or not a fee structure that charges clients for investment advice based on assets under management can exist in a fiduciary framework.
Other Advisor Innovations Podcast Episodes: Episode 9 : Advisor Innovations: Greg Friedman and Cynthia Greenfield on Why Culture Matters in RIA M&A
Episode 8 : Advisor Innovations: Matthew Enyedi on Business Solutions for the Modern Advisor
Episode 7 : Advisor Innovations: Gavin Spitzner on What Advisors Get Wrong About Technology | | | | | RIA Edge with Mark Bruno - Sponsored by Schwab Advisory Services The RIA Edge Podcast 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 Mark Bruno, The RIA Edge Podcast provides leaders of advisory firms with research, best practices, and recommendations designed to drive intentional growth. Check out our latest episode below along with prior episode insight (in case you missed them):
RIA Edge: Building a Truly Integrated RIA Following a Merger or Acquisition
RIA Edge: Brilliant Growth Strategies in the RIA World With Jeff Concepcion
RIA Edge: M&A, Recruiting and Marketing Strategies with Wealthspire’s Michael LaMena | | | | | The 2021 WealthManagement.com Industry Awards saw a record-shattering number of nominations submitted this year—more than 900 entries were received from 346 companies. Two hundred twenty-one organizations were selected as finalists in one or more of the 93 qualifying categories. The Wealthies Circle Podcast is an extension of some of those finalists and/or winners. Catch some of the latest insight from:
Episode 1: Steve Leivent, SVP and co-general manager of SS&C Advent Advisory
Episode 2: Heather Kelly, Senior Vice President, head of advisory and strategic accounts with Allianz Life Financial Services | | | Additional Podcast Series |
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