The 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
Recommended Episode
Scaling smart: Tools, strategy and the vision behind Fransen Financial
What does it take to build an advisory practice that scales with purpose? Join Wai-Ke Kim and guest Aaron Fransen, Certified Financial Planner®, as they unpack the jou...
Latest Episodes
The ‘right’ size for success: Why bigger isn't always better
In this episode, we speak with Chad Dawson, an investment advisor, about how to create a differentiated offering in your practice. Chad shares why “simple doesn’t mean...
Scaling smart: Tools, strategy and the vision behind Fransen Financial
What does it take to build an advisory practice that scales with purpose? Join Wai-Ke Kim and guest Aaron Fransen, Certified Financial Planner®, as they unpack the jou...
Rethinking client segmentation: Your key to creating capacity and connection
A solid segmentation strategy doesn’t just organize your clients—it transforms your business. In this episode, Wai-Ke unpacks how segmenting with purpose creates capac...
The future of women’s wealth: Inclusive advising for her success
The financial world is changing and women are taking charge of their wealth like never before. But are advisors keeping up? In this episode of The Advisor Delta™, Wai-...
Breaking barriers | An interview with Angel Georgijev
In our first episode, seasoned advisor Angel shares the challenges and triumphs in her career. From establishing credibility as a female advisor to championing collabo...
