Wealthies Circle

Recent Episodes

Real-Time Managing Account Technology for Advisors with SMArtX Advisory Solutions – With Evan Rapoport

Posted February 11, 2021 • 00:48:12

In this episode, David Armstrong, executive director of content at WealthManagement.com, talks to SMArtX’s Evan Rapoport. Evan discusses the firm’s...

Data vs Documents; The Battle Within The Financial Services Industry – with David Knoch

Posted February 4, 2021 • 00:34:01

In this episode, David Armstrong is joined by David Knoch, CEO of Docupace, an industry leading provider of comprehensive solutions for digitizing and...

Leading the Way for the Next Generation – with Jennifer Bacarella

Posted January 28, 2021 • 00:37:20

In this episode, David Armstrong is joined by Jennifer Bacarella, director of firm development at Sigma Financial, as they discuss how Sigma Financial...

Joining a Broker Dealer Firm — with Guests Tim Edwards and Tony Montanari

Posted January 21, 2021 • 00:37:45

In this episode, David Armstrong is joined by Prospera Financial Services’ Tim Edwards, principal and Tony Montanari, vice president of business development,...

Building a Community of Advisors — with Guest Luke Winskowski

Posted January 14, 2021 • 00:30:30

In this episode, David Armstrong is joined by Luke Winskowski, Senior Vice President, Advice & Wealth Management at Thrivent, to discuss the work...