Wealthies Circle

Recent Episodes

Maximizing Your Firm’s Pay Out as an Advisor with Frank LaRosa

Posted September 30, 2021 • 00:51:16

Many advisors spend their entire career building their business, whether it be as an independent or full-service company. Often, as many advisors get...

How the Pandemic changed with Heather Kelly

Posted September 24, 2021 • 00:25:52

As the 2021 Wealth Management.com Industry Awards wrap up for the year, the focus is on the top finalists and how their companies are changing the wealth...

The Future of Advisor and Client Engagement Using Black Diamond Wealth Platform — with Guest Steve Leivent

Posted September 22, 2021 • 00:33:49

In this episode, David Armstrong is joined by Steve Leivent, the SVP and co-general manager of SS&C Advent’s Advisory business, to discuss his...

Growing The RIA Space — with Guest Cheryl Nash

Posted February 25, 2021 • 00:32:16

In this episode, David Armstrong is joined by the CEO of Tegra118, Cheryl Nash, as they discuss the changes that the company went through in 2020 and...

Advisor Digital Transformation with Pershing – With Claire Santaniello

Posted February 18, 2021 • 00:16:22

In this episode, David Armstrong, executive director of content at WealthManagement.com, talks to Pershing’s Claire Santaniello as Claire explains...