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Description
The Advisor Delta™ is your essential guide to mastering the wealth management industry. Hosted by Wai-Ke Kim, VP of Practice Management at 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™.
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™.
14 Episodes
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1Email 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 Compliance Officer unpacks how fraudsters operate, why their attacks succeed and the simple yet critical steps every advisor must take to safeguard client assets and protect their reputation. With trust on the line, you can’t afford not to!
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 win back time, improve conversion and create a consistent client journey. A prospecting flow chart isn’t just a tool—it’s a strategic necessity. Tune in and learn why structure is the key to scaling your practice.
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 critical practice of engaging both partners in financial conversations and why doing so can mean the difference between retaining a household or losing it. Tune in to learn actionable strategies you can use to serve the whole household, building lasting relationships and protect your book well into the future.
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 intelligence in the advisory space. Artificial intelligence is no longer a far-off future—it's here and reshaping how advisors work. Listen to gain actionable strategies for using AI to support email writing, client education and operational efficiency—plus how to build a “prompt library” your whole team can use.
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 LinkedIn have become today’s advisor storefront—and why showing up consistently, visibly and authentically can help turn prospects into long-term clients. Discover how your digital presence shapes credibility before the first meeting.
Behind every successful practice is an operational powerhouse – the admin. In this episode, Marcia Latcha of Financial Wealth Builders Securities shares how admin roles are evolving in wealth management. Hear how administrators shape client onboarding, build trust and drive strategic business development. Marcia offers tips for administrators to own their impact and for firms to acknowledge their value as partners in growth.
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 before hiring, the importance of role clarity and communication and how different team structures—vertical vs. horizontal—impact your growth path. Learn how to build a structure that evolves with your practice and empowers every team member to contribute meaningfully to the client experience.
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 professional tech ecosystem. Get practical advice on everything from smart scheduling, dictation software and AI-enabled planning platforms to building a virtual experience that clients will remember. Your advisory practice deserves a tech stack that supports your growth, so tune in for tips on using technology to elevate your practice—not complicate it.
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 role in financial services. From the rise of AI to succession planning, they explore the real challenges advisors face and how practice management can be the game-changer. Tune in to hear how lightbulb moments, peer learning, and a growth mindset can transform both careers and client relationships.
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 unsophisticated”— and how trust, communication, and consistency are still the real differentiators in advisory. He explains why he only needs 100 clients, the value of speaking your client's language, and why standing still—like a goalie during a penalty kick—can sometimes be the smartest move.
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 behind Fransen Financial—from leaving his full-time employment the same week he became a new dad, to building a tech-forward, capacity-conscious business model. You’ll hear how Aaron made strategic shifts, leveraged tools to create capacity, and aligned his practice with a vision for sustainable growth.
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, improves client experiences, and aligns your efforts with your business goals. You’ll also learn how to regularly evaluate and evolve your segmentation to keep your practice efficient, profitable, and client-centric.
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 delve into the latest insights on behavioral investing, financial strategies for women and the role of advisors in shaping a more inclusive wealth management industry. Tune in to discover how language, education and tailored investment strategies can bridge the gender wealth gap and create a more inclusive financial future.
In our first episode, seasoned advisor Angel shares the challenges and triumphs in her career. From establishing credibility as a female advisor to championing collaboration and mentorship, Angel offers practical tips on building an inclusive network, fostering client confidence and driving long-term success. Tune-in to hear her experiences and learn how empowering others—especially women—can lead to long-term success in your advisory career.
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very insightful. well done