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

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


Latest Episodes

Advisor Innovations: Shirl Penney on The Modern Independent Advisor
June 27, 2022

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

Advisor Innovations: Robert Sofia on Bringing Digital Marketing to Advisors
June 14, 2022

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,

Advisor Innovations: Jason Wenk on Scaling Advisor Technology the Right Way
June 06, 2022

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

Advisor Innovations: Dr. Daniel Crosby on Understanding a Client’s Money Mindset
May 31, 2022

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 U

Advisor Innovations: Brian Portnoy on Helping Clients Rethink Wealth
May 10, 2022

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 rem

Advisor Innovations: Carter Gibson on Planning for the Future of Your Firm
April 29, 2022

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 ha

Advisor Innovations: Max Schatzow on The SEC’s New Rules for Advisor Marketing In 2022
April 14, 2022

By November 2022, all advisors will have to be in compliance with the new rules for marketing and advertising their firms, including the use of client and third-party testimonials. Understanding what

Advisor Innovations Podcast: GeoWealth’s Colin Falls
March 11, 2022

In this episode, David Armstrong is joined by Colin Falls, president of GeoWealth, on the firm’s growth trajectory, what it means to be an “advisor-driven” turnkey asset management platform for RIAs,

Advisor Innovations: Merit Financial’s Kay Lynn Mayhue on Plotting an Aggressive Growth Trajectory
March 04, 2022

In this episode, David Armstrong talks with Kay Lynn Mayhue, president of Merit Financial Advisors, about the $7 billion firm’s aggressive growth trajectory..  Kay Lynn discusses: The strategy that’s

TAMP Technology Changing The Onboarding Process with Scott MacKillop
February 23, 2022

In this episode, David Armstrong is joined by Scott MacKillop, CEO of First Ascent to discuss TAMP services, differentiating themselves from the competition through the team they have and how their te