RIA Edge

By: David Armstrong
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  • Summary

  • 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 Mark Bruno, 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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Economics
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Episodes
  • RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz

    RIA Edge Podcast: Talent Development and Client Engagement with Nate Lenz
    Sep 16 2024
    Learn how independent financial advisors can drive growth and streamline operations while maintaining their autonomy as David Armstrong, editorial director for Informa Connect’s Wealth Management Group, speaks with Nate Lenz, CEO & co-founder at Concurrent. They explore talent development, organic growth strategies and the unique model Concurrent uses to allow advisors to thrive while maintaining …

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    42 mins
  • RIA Edge Podcast: Organic Growth Fuels Industry Rebound in 2023

    RIA Edge Podcast: Organic Growth Fuels Industry Rebound in 2023
    Aug 20 2024
    Schwab’s Lisa Salvi shares insights from the firm’s annual benchmarking report, revealing how top-performing RIAs are driving significant organic growth amidst industry challenges. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Lisa Salvi, managing director of advisor services at Schwab, about the firm’s …

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    35 mins
  • RIA Edge Podcast: How Conway Wealth Prioritizes Clients’ Life Goals Beyond Investments

    RIA Edge Podcast: How Conway Wealth Prioritizes Clients’ Life Goals Beyond Investments
    Aug 6 2024
    Michael Conway shares how advisors at his firm, Conway Wealth, prioritize a deep understanding of each client’s values and puts health and well-being at the center of the planning conversation. In this episode of the RIA Edge Podcast, David Armstrong, editorial director for Informa Connect’s Wealth Management Group, talks with Michael Conway, founder and CEO …

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    33 mins

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