Episodes

  • RIA Edge Podcast: Building a National RIA Brand Without Losing Identity with Kay Lynn Mayhue

    RIA Edge Podcast: Building a National RIA Brand Without Losing Identity with Kay Lynn Mayhue
    Sep 30 2025
    In this episode of the RIA Edge podcast, host David Armstrong speaks with Kay Lynn Mayhue, president of Merit Financial, about the firm’s approach to growth as it reaches $24 billion in assets under management and celebrates its 50th acquisition. Mayhue discusses Merit’s recent capital partnership with Constellation Wealth and how the firm balances aggressive …

    Read More Read More
    Show More Show Less
    39 mins
  • RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale

    RIA Edge Podcast: Concurrent’s Nate Lenz on True Independence at Scale
    Sep 25 2025
    Is true independence possible at scale? In this episode of the RIA Edge podcast, host David Armstrong talks with Concurrent CEO Nate Lenz about how his fast-growing RIA platform is helping advisors stay independent while accessing the scale, capital and talent needed to grow. From multi-custodial flexibility to a unique minority partnership model, Lenz shares …

    Read More Read More
    Show More Show Less
    37 mins
  • RIA Edge Podcast: John Bunch on Scaling Up Allworth Financial

    RIA Edge Podcast: John Bunch on Scaling Up Allworth Financial
    Aug 26 2025
    Scaling growth isn’t just about getting bigger; it’s about vision, discipline and striking the right balance between legacy and innovation. So how does a $30 billion-plus RIA navigate the complexities of rapid acquisitions, evolving culture and the disruptive promise of AI? In this episode of the RIA Edge Podcast, host David Armstrong sits down with …

    Read More Read More
    Show More Show Less
    43 mins
  • 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 …

    Read More Read More
    Show More Show Less
    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 …

    Read More Read More
    Show More Show Less
    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 …

    Read More Read More
    Show More Show Less
    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 …

    Read More Read More
    Show More Show Less
    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. …

    Read More Read More
    Show More Show Less
    39 mins