Wealthies Circle

Recent Episodes

Succession Planning in Wealth Management – with Guest Ric Edelman

Posted January 7, 2021 • 00:35:03

In this episode, David Armstrong is joined with Ric Edelman, founder of Edelman Financial Engines, as they discuss the succession planning that financial...

The Future of the Financial Advising Industry – with Guest Eric Clarke

Posted December 31, 2020 • 00:30:49

In this episode, David Armstrong is joined by Eric Clarke, the CEO of Orion Advisor Services. David and Eric dive into their thoughts about the future...

Technological and Investment Solutions with Vestmark – With Rob Klapprodt

Posted December 24, 2020 • 00:26:42

In this episode, David Armstrong speaks with Rob Klapprodt, corporate strategy officer at Vestmark. Rob shares the firm’s outsourcing and digital...

Creating Programs for Advisors at Janney Montgomery Scott – With Guest Tony Miller

Posted December 17, 2020 • 00:34:21

In this episode, David Armstrong is joined by Tony Miller, chief administrative officer at Janney Montgomery Scott as they discuss the programs that...

Managing Financial Risk with Riskalyze – With Guest Aaron Klein

Posted December 10, 2020 • 00:31:07

In this episode, David Armstrong, executive director of content at WealthManagement.com,speaks with Aaron Klein, founder and CEO of Riskalyze. Aaron...