Episodes

  • 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
  • RIA Edge Podcast: Cresset’s Susie Cranston on How an ‘Industrial Scale’ RIA Benefits Clients, the Firm

    RIA Edge Podcast: Cresset’s Susie Cranston on How an ‘Industrial Scale’ RIA Benefits Clients, the Firm
    May 27 2025
    In this episode of the RIA Edge Podcast, join host David Armstrong for an insightful conversation with Susie Cranston, president and COO of Cresset, as they explore how the firm rapidly scaled to $65 billion. David and Susie discuss: How Cresset grew out of a family office for the founders, and how the firm defines …

    Read More Read More
    Show more Show less
    35 mins
  • RIA Edge Podcast: Chris Erblich on TFO’s Response to Client Needs

    RIA Edge Podcast: Chris Erblich on TFO’s Response to Client Needs
    May 13 2025
    How can a firm truly put families first in wealth management? Join host David Armstrong as he interviews Chris Erblich, co-founder of TFO Family Office Partners. Chris shares the origin story and evolution of TFO’s three distinct but interconnected entities: a full-service multifamily office in Phoenix, a wealth management firm in Ohio and a South …

    Read More Read More
    Show more Show less
    45 mins
  • RIA Edge Podcast: The Power of Specialization with Andrew Leonard

    RIA Edge Podcast: The Power of Specialization with Andrew Leonard
    Apr 29 2025
    In this episode of the RIA Edge Podcast, host David Armstrong chats with Andrew Leonard, founder and partner at Geometric Wealth Advisors, about how the firm has rapidly grown to over $1 billion in AUM since Leonard founded it by catering to a specific client niche: executives working inside large consulting firms like McKinsey, Bain, …

    Read More Read More
    Show more Show less
    51 mins
  • RIA Edge Podcast: Building Wealth Firms That Last with Mark DeLotto

    RIA Edge Podcast: Building Wealth Firms That Last with Mark DeLotto
    Apr 25 2025
    What makes a financial advisory firm truly sustainable in the competitive world of wealth management? Join David Armstrong as he engages with Mark DeLotto, partner and corporate development officer at Simon Quick Advisors, on the firm’s distinctive growth journey and his roadmap for future growth. Mark offers insights into cultivating a culture of broad ownership, …

    Read More Read More
    Show more Show less
    41 mins
  • RIA Edge Podcast: CEO Rob Mooney On Snowden Lane’s Pivot to a ‘New Chapter’ in 2025

    RIA Edge Podcast: CEO Rob Mooney On Snowden Lane’s Pivot to a ‘New Chapter’ in 2025
    Mar 25 2025
    Snowden Lane entered 2025 on a high note. The firm had an active recruiting year, expanding its national footprint and posting record profitability and revenue with approximately $12 billion in AUM. Yet the highlight for CEO Robert Mooney was the decision to buy back a significant portion of the firm’s equity from its original financial …

    Read More Read More
    Show more Show less
    29 mins
  • RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin

    RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin
    Mar 11 2025
    In this episode of the RIA Edge Podcast, host David Armstrong interviews Grant Rawdin, founder and CEO of Wescott Financial Advisory Group, which manages $4 billion in AUM. Grant shares the story of founding his firm in 1987 as an offshoot of a law firm, his passion for client advocacy, and how the firm grew …

    Read More Read More
    Show more Show less
    37 mins