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RIA Edge

RIA Edge

By: David Armstrong
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About this listen

 RIA 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 acquisition, strategic partnerships, improved marketing or client acquisition strategies – and ultimately, how they became one of the industry’s most influential players.Copyright © 2024 RIA Edge All Rights Reserved. Economics
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 …

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    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. …

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    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 …

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    35 mins
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