The Advisor Delta™ is your essential guide to mastering the wealth management industry. Hosted by practice management and industry experts at Worldsource Wealth Management, this podcast delivers practical advice, actionable insights and innovative strategies to help grow and elevate your practice.
Tune in for interviews with industry leaders, thought-provoking roundtable discussions and fast-paced 'Ask Me Anything' sessions covering everything from the latest trends to leadership development. More than just a podcast, The Advisor Delta™ is your partner in success—offering valuable industry insights while fostering a community of like-minded advisors sharing real-world experience.
Recommended Episode
Keeping it in the family | A mother-daughter succession story
When succession planning becomes a family affair, the results are both inspiring and instructive. Certified Financial Planners Dale Collins and Courtney Castledine are...
Latest Episodes
Keeping it in the family | A mother-daughter succession story
When succession planning becomes a family affair, the results are both inspiring and instructive. Certified Financial Planners Dale Collins and Courtney Castledine are...
Email fraud | Red flags and prevention strategies
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 C...
Prospecting simplified | Mapping the client journey
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 wi...
Engaging both partners | The case for inclusive financial conversations
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 crit...
Smarter prompts, smarter practice | AI tools for advisory teams
Looking to integrate AI into your practice but unsure where to start? This episode of The Advisor Delta™ offers a grounded, compliance-aware introduction to artificial...
