The Advisor Delta™
Worldsource Wealth ManagementThe Advisor Delta™ is your essential guide to mastering the wealth management industry. Hosted by Wai-Ke Kim, VP of Practice Management at Worldsource Wealth Management, this podcast delivers expert advice, actionable insights, and innovative strategies to grow and elevate your practice. Join industry leaders for interviews, thought-provoking roundtables, and quick-fire 'Ask Me Anything' Q&A sessi... more
| Publishes | Twice monthly | Episodes | 19 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessEntrepreneurshipInvesting | |||
Listen to this Podcast
Latest Episodes
This Financial Literacy Month, we’re breaking the silence around money. From hands-on tips for teaching kids about saving and investing to strategies for advisors to open the door to future planning discussions, this episode inspires everyone to take... more
Let’s talk about one of the most misunderstood compliance topics in wealth management – power of attorneys and executors. Gain clarity on your professional boundaries, understand regulatory expectations and walk away with the confidence to handle the... more
What’s your practice really worth? Join us as we unpack the first and most crucial step in succession planning: assessing and articulating the value of what you’ve built. Discover how to evaluate your business beyond the balance sheet, blending metri... more
Succession planning can feel daunting—but it doesn’t have to be done alone. We sat down with Rob Andrus of Family Wealth Concepts and Matthew Cole of Northstar Wealth Management to learn how a Worldsource study group led to a succession. They discuss... more
When succession planning becomes a family affair, the results are both inspiring and instructive. Certified Financial Planners Dale Collins and Courtney Castledine are a real-world example of how to transition a practice thoughtfully and effectively.... more
Email fraud is no longer a rare occurrence—it’s a daily threat to advisors and their clients. In this episode of The Advisor Delta™, our SVP Dealer Compliance, Chief Compliance Officer unpacks how fraudsters operate, why their attacks succeed and the... more
Prospecting doesn’t have to be messy. With the right system, it can become your growth engine. In this episode, we unpack how a simple visual framework can help you win back time, improve conversion and create a consistent client journey. A prospecti... more
Too often, advisors build strong relationships with one partner — and ignore the other. When life changes, that gap becomes a risk. In this episode, we unpack the critical practice of engaging both partners in financial conversations and why doing so... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Top Investing Podcasts
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
Frequently Asked Questions About The Advisor Delta™
Where can I find podcast stats for The Advisor Delta™?
Rephonic provides a wide range of podcast stats for The Advisor Delta™. 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 The Advisor Delta™ and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does The Advisor Delta™ get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Advisor Delta™, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for The Advisor Delta™?
Rephonic provides comprehensive predictive audience data for The Advisor Delta™, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does The Advisor Delta™ have?
To see how many followers or subscribers The Advisor Delta™ has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to The Advisor Delta™?
These podcasts share a similar audience with The Advisor Delta™:
How many episodes of The Advisor Delta™ are there?
The Advisor Delta™ launched 9 months ago and published 19 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 The Advisor Delta™?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for The Advisor Delta™?
Rephonic pulls ratings and reviews for The Advisor Delta™ from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for The Advisor Delta™?
Rephonic provides full transcripts for episodes of The Advisor Delta™. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.