In this episode of Zephyr’s Adjusted for Risk podcast, host Ryan Nauman sits down with David Armstrong, executive director of content at WealthManagement.com and host of the RIA Edge podcast.
They discuss the upcoming Wealth Management EDGE conference, evolution and trends in the wealth management conference industry, and the impact of market volatility. David shares insights about how technology, private equity and differentiated investment strategies are shaping the future of financial advising. They also explore tips for advisors to better navigate and choose from the multitude of conferences available.
Zephyr can help financial advisors address current investment trends. Learn more here.
Learn more about Wealth Management EDGE here.
00:00 Introduction and Welcome
00:59 Guest Introduction: David Armstrong
01:51 David Armstrong’s Background
03:44 Evolution of Wealth Management Conferences
06:35 Importance of Attending Conferences
12:47 Maximizing Conference Value
15:43 Exciting Sessions at Wealth Management Edge
21:38 Trends in Wealth Management
25:32 Conclusion and Farewell