Wealthies Circle

Recent Episodes

Digital Solutions For Professionals with Fidelity – With Guest Lisa Burns

Posted December 3, 2020 • 00:31:48

In this episode, David Armstrong, executive director of content at WealthManagement.com, speaks with Lisa Burns, head of platform technology at Fidelity...

Reps Supporting Reps with Peak Brokerage Services (Peak Reps) – With Guest Michael Lomas

Posted November 25, 2020 • 00:35:00

In this episode, David Armstrong, editor in chief at WealthManagement.com, speaks with Peak Brokerage Services’ owner and partner, Michael Lomas about...

Helping Advisors Make A Move to Independence with Goldman Sachs Private Bank Select – With Guest Gary Basso

Posted November 19, 2020 • 00:22:34

In this episode, David Armstrong, editor in chief at WealthManagement.com speaks with Gary Basso, head of distribution and institutional sales at Goldman...

Optimize The Growth and Profitability of your Business with LPL Financial – With Guest Rich Steinmeier

Posted November 12, 2020 • 00:29:23

In this episode, David Armstrong, editor in chief at WealthManagement.com, talks to LPL Financial’s Rich Steinmeier. Today, Rich discusses the firm’s...

Addressing Systematic Volatility with Hercules Investments – With Guest James McDonald

Posted November 5, 2020 • 00:27:35

In this episode, David Armstrong, editor in chief at WealthManagement.com, talks to Hercules Investments’ James McDonald. Today, James not only discusses...