Ranked #1
Advisor Innovations: Live Oak’s James Hughes on Underwriting RIA Growth
Advisor Innovations: Live Oak’s James Hughes on Underwriting RIA Growth
In this episode, David Armstrong is joined by James Hughes. head of investment advisory at Live Oak Bank, to discuss how... Read more
14 Jul 2022
•
35mins
Ranked #2
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... Read more
27 Jun 2022
•
33mins
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Ranked #3
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 Florid... Read more
14 Jun 2022
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28mins
Ranked #4
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 adviso... Read more
6 Jun 2022
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Ranked #5
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 so... Read more
31 May 2022
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33mins
Ranked #6
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 ... Read more
10 May 2022
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40mins
Ranked #7
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... Read more
29 Apr 2022
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34mins
Ranked #8
Advisor Innovations: Max Schatzow on The SEC’s New Rules for Advisor Marketing In 2022
Advisor Innovations: Max Schatzow on The SEC’s New Rules for Advisor Marketing In 2022
By November 2022, all advisors will have to be in compliance with the new rules for marketing and advertising their firm... Read more
14 Apr 2022
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36mins
Ranked #9
Advisor Innovations Podcast: GeoWealth’s Colin Falls
Advisor Innovations Podcast: GeoWealth’s Colin Falls
In this episode, David Armstrong is joined by Colin Falls, president of GeoWealth, on the firm’s growth trajectory, what... Read more
11 Mar 2022
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26mins
Ranked #10
Advisor Innovations: Merit Financial’s Kay Lynn Mayhue on Plotting an Aggressive Growth Trajectory
Advisor Innovations: Merit Financial’s Kay Lynn Mayhue on Plotting an Aggressive Growth Trajectory
In this episode, David Armstrong talks with Kay Lynn Mayhue, president of Merit Financial Advisors, about the $7 billion... Read more
4 Mar 2022
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39mins
