Episodes

  • RIA Edge Podcast: Building Growth Partnerships with Summit Financial’s Stan Gregor

    RIA Edge Podcast: Building Growth Partnerships with Summit Financial’s Stan Gregor
    Aug 12 2025
    Explosive growth doesn’t happen by accident. It’s fueled by intentional partnerships, strategic resources, and cultural alignment. In this episode of the RIA Edge Podcast, host David Armstrong sits down with Stan Gregor, CEO of Summit Financial, who shares how his firm has grown from $3 billion to nearly $25 billion in assets since 2020. He …

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    35 mins
  • RIA Edge Podcast: How James Bogart Grew His Firm to $3B Client-by-Client—And What Comes Next

    RIA Edge Podcast: How James Bogart Grew His Firm to $3B Client-by-Client—And What Comes Next
    Jul 29 2025
    James Bogart, founder of Bogart Wealth, has created an organic growth machine, going from $526 million to $3 billion in assets in less than 10 years—client by client, no M&A. His story shows the benefits of putting in place a strategic, repeatable and intentional growth program (especially for smaller entrepreneurial advisors) and focusing on a …

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    1 hr
  • RIA Edge Podcast: How Taylor Matthews Built Farther to Boost Advisor Efficiency by Removing Platform Friction

    RIA Edge Podcast: How Taylor Matthews Built Farther to Boost Advisor Efficiency by Removing Platform Friction
    Jul 8 2025
    It’s not surprising that tech-native firms see the wealth management industry’s high margins and sticky revenue, even with its notoriously disjointed and sometimes subpar tech stacks, and think, “Good business. But it could be better.” At the recent WealthManagement EDGE conference in Boca Raton, Fla., David Armstrong, director of editorial strategy and operations for the …

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    38 mins
  • RIA Edge: Building a Future-Ready Firm with Brandywine Oak CEO Michael Henley

    RIA Edge: Building a Future-Ready Firm with Brandywine Oak CEO Michael Henley
    Jun 26 2025
    Join host David Armstrong, fresh off the Wealth Management Edge Conference in Boca Raton, Fla., as he interviews Michael Henley, founder and chief executive officer of Brandywine Oak Private Wealth. Michael talks about the firm’s rapid growth since leaving Merrill Lynch in 2018 with the help of Dynasty Financial Partners and the focus that helped …

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    34 mins
  • RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Engines

    RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth Engines
    Jun 10 2025
    Economic uncertainty, heightened volatility and on-again, off-again trade policies are challenging for investors. But similar to the Great Financial Crisis of 2008, fiduciary advisors can use this opportunity to assert their value and give clients confidence that their broader financial plans aren’t as negatively impacted as they may think, given the daily doom-and-gloom market headlines. …

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    39 mins
  • RIA Edge Podcast: Cresset’s Susie Cranston on How an ‘Industrial Scale’ RIA Benefits Clients, the Firm

    RIA Edge Podcast: Cresset’s Susie Cranston on How an ‘Industrial Scale’ RIA Benefits Clients, the Firm
    May 27 2025
    In this episode of the RIA Edge Podcast, join host David Armstrong for an insightful conversation with Susie Cranston, president and COO of Cresset, as they explore how the firm rapidly scaled to $65 billion. David and Susie discuss: How Cresset grew out of a family office for the founders, and how the firm defines …

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    35 mins
  • RIA Edge Podcast: Chris Erblich on TFO’s Response to Client Needs

    RIA Edge Podcast: Chris Erblich on TFO’s Response to Client Needs
    May 13 2025
    How can a firm truly put families first in wealth management? Join host David Armstrong as he interviews Chris Erblich, co-founder of TFO Family Office Partners. Chris shares the origin story and evolution of TFO’s three distinct but interconnected entities: a full-service multifamily office in Phoenix, a wealth management firm in Ohio and a South …

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    45 mins
  • 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