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RIA Edge

RIA Edge

Von: David Armstrong
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 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. Ökonomie
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  • RIA Edge Podcast: John Bunch on Scaling Up Allworth Financial

    RIA Edge Podcast: John Bunch on Scaling Up Allworth Financial
    Aug 26 2025
    Scaling growth isn’t just about getting bigger; it’s about vision, discipline and striking the right balance between legacy and innovation. So how does a $30 billion-plus RIA navigate the complexities of rapid acquisitions, evolving culture and the disruptive promise of AI? In this episode of the RIA Edge Podcast, host David Armstrong sits down with …

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    43 Min.
  • RIA Edge Podcast: Building Growth Partnerships with Summit Financial’s Stan Gregor

    RIA Edge Podcast: Building Growth Partnerships with Summit Financial’s Stan Gregor
    Aug 12 2025
    Explosive growth doesn’t happen by accident. It’s fueled by intentional partnerships, strategic resources, and cultural alignment. In this episode of the RIA Edge Podcast, host David Armstrong sits down with Stan Gregor, CEO of Summit Financial, who shares how his firm has grown from $3 billion to nearly $25 billion in assets since 2020. He …

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    35 Min.
  • RIA Edge Podcast: How James Bogart Grew His Firm to $3B Client-by-Client—And What Comes Next

    RIA Edge Podcast: How James Bogart Grew His Firm to $3B Client-by-Client—And What Comes Next
    Jul 29 2025
    James Bogart, founder of Bogart Wealth, has created an organic growth machine, going from $526 million to $3 billion in assets in less than 10 years—client by client, no M&A. His story shows the benefits of putting in place a strategic, repeatable and intentional growth program (especially for smaller entrepreneurial advisors) and focusing on a …

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    1 Std.
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