Episodios

  • RIA Edge Podcast: Charting Growth With Insights from Wealth Enhancement Group’s Jeff Dekko

    RIA Edge Podcast: Charting Growth With Insights from Wealth Enhancement Group’s Jeff Dekko
    Jun 4 2024
    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 …

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    38 m
  • RIA Edge Podcast: Marshberry’s John Orsini on The Paths to Growth

    RIA Edge Podcast: Marshberry’s John Orsini on The Paths to Growth
    May 7 2024
    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 …

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    37 m
  • RIA Edge Podcast: Brandon Kawal on ‘Life After the Gold Rush’ in the 2024 Deal Room Report

    RIA Edge Podcast: Brandon Kawal on ‘Life After the Gold Rush’ in the 2024 Deal Room Report
    Apr 23 2024
    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 …

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    40 m
  • RIA Edge Podcast: Jonathan Foster’s ‘Open Architecture’ Approach to HNW Markets

    RIA Edge Podcast: Jonathan Foster’s ‘Open Architecture’ Approach to HNW Markets
    Apr 9 2024
    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 …

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    52 m
  • RIA Edge Podcast: Brent Brodeski on the Strategy Behind Savant’s Rapid Growth

    RIA Edge Podcast: Brent Brodeski on the Strategy Behind Savant’s Rapid Growth
    Mar 28 2024
    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 …

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    41 m
  • RIA Edge Podcast: Modern Wealth’s Mike Capelle on Lessons Learned at United Capital, Goldman Sachs

    RIA Edge Podcast: Modern Wealth’s Mike Capelle on Lessons Learned at United Capital, Goldman Sachs
    Mar 26 2024
    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 …

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    33 m
  • RIA Edge Podcast: Regent Peak’s Craig Robson on the Contrarian Strategy that Led to Rapid Organic Growth

    RIA Edge Podcast: Regent Peak’s Craig Robson on the Contrarian Strategy that Led to Rapid Organic Growth
    Mar 22 2024
    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 …

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    42 m
  • RIA Edge Podcast: Adding Client Services Doesn’t Always Add Value

    RIA Edge Podcast: Adding Client Services Doesn’t Always Add Value
    Feb 29 2024
    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 …

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    28 m