All Episodes
Displaying 1 - 12 of 12 in total
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...
Post with purpose | Creating connection through authenticity
Nearly a quarter of Gen Z won’t consider working with an advisor who isn’t active on social media. In this episode of The Advisor Delta™, we explore how platforms like...
Beyond the desk | How admins are leading from the frontline
Behind every successful practice is an operational powerhouse – the admin. In this episode, Marcia Latcha of Financial Wealth Builders Securities shares how admin role...
Making room for growth | Advisory team strategies that work
Behind every thriving advisory practice is a team that works with intention. But is your team built to scale? This episode unpacks the strategic questions to ask befor...
The tech check | What’s powering modern advisory practices
You’ve heard of CRMs and Zoom but are you using them to their full potential? In this episode, we share how advisors can create a more efficient, integrated and profes...
Practice makes progress | Why learning culture drives advisor success
How do advisors stay agile in a time-crunched, tech-heavy world? Our hosts tackle this question head-on in a thoughtful discussion about practice management’s growing ...
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? We join guest speaker Aaron Fransen, Certified Financial Planner®, as he unpacks the journey ...
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, we unpack how segmenting with purpose creates capacity, ...
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™, we d...
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...
