RIA Edge

De: David Armstrong
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  • Resumen

  • RIA Edge 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 David Armstrong, RIA Edge provides leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.
    Copyright © 2024 RIA Edge All Rights Reserved.
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Economía
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Episodios
  • RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin

    RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin
    Mar 11 2025
    In this episode of the RIA Edge Podcast, host David Armstrong interviews Grant Rawdin, founder and CEO of Wescott Financial Advisory Group, which manages $4 billion in AUM. Grant shares the story of founding his firm in 1987 as an offshoot of a law firm, his passion for client advocacy, and how the firm grew …

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    37 m
  • RIA Edge Podcast: Building Out the ‘Anti-Aggregator’ RIA, with David Hefty

    RIA Edge Podcast: Building Out the ‘Anti-Aggregator’ RIA, with David Hefty
    Feb 27 2025
    In this episode of the RIA Edge Podcast, host David Armstrong interviews David Hefty, founder and CEO of $3.4 billion AUM Credent Wealth Management. Hefty narrowly escaped pursuing a career trading commodities on the floor of the Chicago Board of Trade, and instead started an independent wealth management firm shortly after college. But it wasn’t …

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    34 m
  • RIA Edge Podcast: Redefining Growth in Wealth Management

    RIA Edge Podcast: Redefining Growth in Wealth Management
    Feb 11 2025
    David Armstrong talks with Jim Gold, CEO of Steward Partners, about the firm’s growth trajectory. Steward Partners, originally founded by wirehouse breakaways, has cultivated a unique approach by tapping experienced advisors with the independence of RIAs. With over $40 billion in assets, Jim shares insights into their robust M&A strategy and the importance of succession …

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    32 m

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