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

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

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

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

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

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

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

Facet Wealths Anders Jones on Building a Hyper-Efficient Financial Planning Firm for the Mass Affluent. In this episode, David Armstrong is joined by Anders Jones, co-founder and CEO of Facet Wealth,

Traditional 60/40 portfolios are not delivering the returns clients are looking for, argues Matt Brown, a former financial advisor and now CEO of CAIS, an alternatives investment platform for wealth m

Ten years ago, the idea of a $1 billion AUM client-facing RIA was hard to fathom. Today, the $100 billion RIA is the new hurdle, and a few have already crossed it. That speaks to the incredible growth