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 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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Economics
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Episodes
  • RIA Edge Podcast: The Power of Specialization with Andrew Leonard

    RIA Edge Podcast: The Power of Specialization with Andrew Leonard
    Apr 29 2025
    In this episode of the RIA Edge Podcast, host David Armstrong chats with Andrew Leonard, founder and partner at Geometric Wealth Advisors, about how the firm has rapidly grown to over $1 billion in AUM since Leonard founded it by catering to a specific client niche: executives working inside large consulting firms like McKinsey, Bain, …

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    51 mins
  • RIA Edge Podcast: Building Wealth Firms That Last with Mark DeLotto

    RIA Edge Podcast: Building Wealth Firms That Last with Mark DeLotto
    Apr 25 2025
    What makes a financial advisory firm truly sustainable in the competitive world of wealth management? Join David Armstrong as he engages with Mark DeLotto, partner and corporate development officer at Simon Quick Advisors, on the firm’s distinctive growth journey and his roadmap for future growth. Mark offers insights into cultivating a culture of broad ownership, …

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    41 mins
  • RIA Edge Podcast: CEO Rob Mooney On Snowden Lane’s Pivot to a ‘New Chapter’ in 2025

    RIA Edge Podcast: CEO Rob Mooney On Snowden Lane’s Pivot to a ‘New Chapter’ in 2025
    Mar 25 2025
    Snowden Lane entered 2025 on a high note. The firm had an active recruiting year, expanding its national footprint and posting record profitability and revenue with approximately $12 billion in AUM. Yet the highlight for CEO Robert Mooney was the decision to buy back a significant portion of the firm’s equity from its original financial …

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    29 mins

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