RIA Edge
David ArmstrongRIA Edge is the only podcast that focuses on how the wealth management industry’s top RIAs are growing their businesses through M&A and strategic organic growth plans. Hosted by David Armstrong, RIA Edge provides leaders of advisory firms with research, best practices and recommendations that are designed to drive intentional growth. Guests of RIA Edge will share how they have grown through acquis... more
| Publishes | Twice monthly | Episodes | 104 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Business | |||
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Latest Episodes
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Arthur Ambarik, CEO of Perigon Wealth Management, about the firm’s growth from a small Bay Area RIA into a multi-state, $12 billion firm with a partnership-driven model and lar... more
How do leaders of wealth management firms balance advisor independence with the need for centralized efficiency? What does it take to build a platform that serves both traditional RIAs and advisors seeking a more integrated model?
In this episode o... more
Cresset’s rise from a family-led vision to one of the nation’s leading multifamily offices shows how purpose and culture can shape enduring organizations.
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Eric Becker, co-fou... more
The future of RIAs is being shaped by technology, talent, and a renewed focus on client-centric leadership.
In this episode of the RIA Edge Podcast, host David Armstrong talks with Jon Beatty, head of advisor services at Charles Schwab, on the eve ... more
Balefire Wealth’s transformation from two thriving RIAs into a unified enterprise business with national ambitions showcases the strength of shared vision and cultural alignment.
In this episode of the RIA Edge Podcast, host David Armstrong talks w... more
Wealthcare Capital Management’s evolution from a software pioneer to a national advisory platform reveals the power of strategic reinvention.
In this episode of the RIA Edge Podcast, host David Armstrong speaks with Matt Regan, president and CEO of... more
In this episode of the RIA Edge podcast, host David Armstrong speaks with Kay Lynn Mayhue, president of Merit Financial, about the firm’s approach to growth as it reaches $24 billion in assets under management and celebrates its 50th acquisition. May... more
Is true independence possible at scale? In this episode of the RIA Edge podcast, host David Armstrong talks with Concurrent CEO Nate Lenz about how his fast-growing RIA platform is helping advisors stay independent while accessing the scale, capital ... more
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Frequently Asked Questions About RIA Edge
What is RIA Edge about and what kind of topics does it cover?
Focused on the wealth management sector, this podcast explores the strategies that leading Registered Investment Advisors (RIAs) employ to achieve growth through various methodologies such as mergers and acquisitions, as well as organic growth strategies. With a spotlight on industry insiders, each episode features discussions about improvement tactics in client acquisition, marketing, and operational efficiencies. A particularly noteworthy aspect is the emphasis on growth in the context of the evolving financial landscape, offering expert insights designed for advisors aiming to become top-tier players within the industry.
Where can I find podcast stats for RIA Edge?
Rephonic provides a wide range of podcast stats for RIA Edge. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to RIA Edge and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does RIA Edge get?
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What are the audience demographics for RIA Edge?
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How many subscribers and views does RIA Edge have?
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Which podcasts are similar to RIA Edge?
These podcasts share a similar audience with RIA Edge:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. Invest Like the Best with Patrick O'Shaughnessy
3. The Meb Faber Show - Better Investing
4. The Memo by Howard Marks
5. All-In with Chamath, Jason, Sacks & Friedberg
How many episodes of RIA Edge are there?
RIA Edge launched 4 years ago and published 104 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact RIA Edge?
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Where can I see ratings and reviews for RIA Edge?
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How do I access podcast episode transcripts for RIA Edge?
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What guests have appeared on RIA Edge?
Recent guests on RIA Edge include:
1. John Bunch
2. Stan Gregor
3. James Bogart
4. Taylor Matthews
5. Michael Henley
6. Susie Cranston
7. Chris Erblich
8. Mark DeLotto
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.