The Advisor Delta™

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A NextLevel™ practice management series to grow your wealth practice.

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.

Start listening today and unlock the tools, strategies and inspiration you need to take your wealth practice to new heights. For more episodes and exclusive content, subscribe and visit us at www.worldsourcewealth.com. Together, we can take your practice to the NextLevel™.



Recommended Episode

The next era of wealth management | A conversation with Doce Tomic

What will define successful advisory practices in 2026 and beyond? In this special 2026 kickoff episode of The Advisor Delta™, Doce Tomic, our Chairman and President, ...

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Latest Episodes

The next era of wealth management | A conversation with Doce Tomic

What will define successful advisory practices in 2026 and beyond? In this special 2026 kickoff episode of The Advisor Delta™, Doce Tomic, our Chairman and President, ...

/ 26:35/E20

Financial Literacy Month 2025 | The power of conversation

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 o...

/ 12:59/E19

Blurred lines | The boundaries of POA and executor roles

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,...

/ 15:07/E18

More than metrics | Uncovering your practice’s hidden value

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 bui...

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Trust, legacy and longevity | Building a lasting advisory practice

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 ...

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Worldsource Financial Management Inc. is a mutual fund dealer. Worldsource Wealth Management Inc. is a dual-registered firm, both as a mutual fund dealer and an investment dealer. Both Worldsource Financial Management Inc. and Worldsource Wealth Management Inc. are members of the Canadian Investor Protection Fund (CIPF) and the Canadian Investment Regulatory Organization (CIRO) and subsidiaries of Worldsource Group of Companies Inc., a wholly owned indirect subsidiary of the Fédération des caisses Desjardins du Québec (FCDQ), which is part of the Desjardins Group. The views and opinions expressed in this podcast are those of the participants only. This podcast is for informational purposes only and does not constitute financial, legal, or professional advice. Listeners are encouraged to seek professional guidance for their specific needs. Worldsource Wealth Management does not endorse any products, services, or companies mentioned in this podcast.

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