『The Advisor Delta™』のカバーアート

The Advisor Delta™

The Advisor Delta™

著者： Worldsource Wealth Management
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The Advisor Delta™ is your essential guide to mastering the wealth management industry. Hosted by 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, and quick-fire 'Ask Me Anything' Q&A sessions, as we cover everything from emerging trends to leadership development. The Advisor Delta™ is more than just a podcast—it's a partner in your success. We aim to provide high-value industry insights while building a community of like-minded professionals who can learn from each other’s’ experiences. Start listening today and unlock the tools, strategies, and inspiration you need to elevate your wealth practice with The Advisor Delta™. For more episodes and insights, don’t forget to subscribe and visit us at www.worldsourcewealth.com. And remember, together, we can take your practice to the NextLevel™.© 2026 Worldsource Wealth Management マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • Looking back, moving forward | What top advisors wish they’d done sooner

    Looking back, moving forward | What top advisors wish they’d done sooner
    2026/08/10

    Success rarely follows a straight line. In this special roundtable episode, Daryl Charanduk (Certified Financial Planner, Charanduk Financial Services), Jeff McDaid (Wealth Advisor, Armour Wealth) and Karen Okimi (Certified Financial Planner, Armour Wealth) share reflections on mentorship, succession planning, adapting to change and overcoming self-doubt.
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    22 分
  • The confidence curve | Developing leaders from within

    The confidence curve | Developing leaders from within
    2026/07/15

    What does it take to turn potential into partnership? We sat down with Jeff Kechnie (President and Investment Funds Advisor) and Ann Ball (Wealth Advisor and Financial Planner) of Kechnie Investment Services, to discuss how mentorship, coaching and a commitment to personal growth helped cultivate leadership within their practice. Together, they explore the role of confidence, accountability and continuous learning in developing future leaders and creating long-term business success.
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    21 分
  • Making the move | Navigating a dealer transition with confidence

    Making the move | Navigating a dealer transition with confidence
    2026/06/17

    Transitioning your practice isn’t just about solving current challenges. It’s about positioning yourself for future growth.

    Mary Warwick, CFP (Warwick McLaughlin Private Wealth Management), shares how moving to Worldsource Wealth Management Inc unlocked new energy in her practice, fueled next-gen development and expanded client solutions.
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    26 分
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