Strategic planning, valuation, compensation & incentive design services for RIAs

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    • Consulting Services
    • Background
    • Media
    • FAQs
    • RIA Circle™
    • Contact
  • Consulting Services
  • Background
  • Media
  • FAQs
  • RIA Circle™
  • Contact

RIA Consulting - Select Podcasts & YouTube Videos

Financial Advisors Want to Know: Equity Sharing and Compensation Issues

RIA Consulting

Watch on YouTube

Leadership discussion on running an RIA.

Financial services expert

Listen to Podcast

Wealth management is a people business first. I can help you build it.

Strategic Wealth Management Consultant

Watch Podcast on YouTube

Financial Advisors Want to Know: Equity Sharing and Compensation Issues

Compensation & Equity Sharing Discussion

Watch on You Tube

Leadership Lessons for Sustainable Business Growth

The Founder's Dilemma; Carolyn Armitage, CFP®, CIMA® & Tom Hine, CFP®, CEO, Capital Wealth Management

Strategic Consulting

Watch on YouTube

The Founder's Dilemma; Carolyn Armitage, CFP®, CIMA® & Tom Hine, CFP®, CEO, Capital Wealth Management

The Founder's Dilemma; Carolyn Armitage, CFP®, CIMA® & Tom Hine, CFP®, CEO, Capital Wealth Management

Succession Planning

Apple | Audible | Spotify | YouTube

Podcast with Mark Bruno on the drivers of growth for RIAs

Podcast with Mark Bruno on the drivers of growth for RIAs

Podcast with Mark Bruno on the drivers of growth for RIAs

Listen Here

Behind the Deal with Carolyn Armitage

Podcast with Mark Bruno on the drivers of growth for RIAs

Podcast with Mark Bruno on the drivers of growth for RIAs

Listen Here

The BD to RIA career path w/ Carolyn Armitage

Podcast with Mark Bruno on the drivers of growth for RIAs

Listen Here

Podcast with Mark Bruno on the importance of succession planning

Continuity & succession planning with Carolyn Armitage

Listen Here

Wealthies Circle Finalist for Leadership

Carolyn Armitage nominated for Leaders of the Year.

Listen Here

Learning, sharing, & building relationships for over three decades.

Contact Carolyn

In the News

RIA Circle™ Launches to Foster Collaboration Among Wealth Management Professionals

When An Acquirer Rings, Take The Call

Cetera, Avantax quiet on $1.2B deal that's poised to shift industry power

Financial advisors find strength, support in professional study groups

Financial advisors find strength, support in professional study groups 

Financial planning expert, Carolyn Armitage, Michael Kitces, Alan Moore on RIA growth; xypn.

Kitces and Moore staying true to XYPN's mission a decade after launch 

Change management expert Carolyn Armitage shares framework for executing.

Financial services expert Carolyn Armitage on Change Management

CRM integration is your firm's central nervous system 

To Keep Growing an RIA, Successful Advisors Don’t Have to Go It Alone

Deals & Recruiting Roundup: Hightower,  RIA Circle, Cresset, Homrich Berg & More

 

'It pissed people off': How $14bn Mather Group changed advisor comp after selling to PE

Carolyn Armitage launches membership network RIA Circle™

Carolyn Armitage launches membership network RIA Circle™

How Successful Is Your Client Pitch? It Depends On What You Are Pitching.

Wealth management veteran wants to help advisors share best practice

Drama in LPL's house: What big OSJ besides Merit is leaving? 

 

RIA Circle™ Launches, Providing a Membership Environment to Share Best Practices Across the Wealth Management Ecosystem

B to C wealth management firm Fisher is the largest RIA in California.

What Ken Fisher’s Nearly $13B Valuation Means for RIAs

RIA Circle(TM) Launches, Providing a Membership Environment to Share Best Practices Across the Wealth Management Ecosystem

RIA Circle™ Launches, an Environment to Share Best Practices Across the Wealth Management Ecosystem

RIA Circle™ Launches, Providing a Membership Environment to Share Best Practices Across the Wealth Management Ecosystem

Private equity continues to invest in the wealth management industry.

Nobel Heir Invests in US Wealth Manager

DWN ROUNDTABLES: Salesforce Integration – Harnessing the Power of Wealthtech

Envestnet Sold to Bain Capital for $4.5B After ‘Tumultuous’ Year

What are LPL, Cambridge paying for advisors’ businesses?

‘Honeypot’ suit against Morgan Stanley; wealth vet launches consulting firm; Alti gets $450M investment

Incentives plans for wealth management RIAs to attract & retain the best NextGen G2 Advisors.

To attract and retain the best, RIAs need to tailor their incentives

Strategic consulting, compensation, and equity plan services for RIAs and wealth managers.

Carolyn Armitage resurfaces with eponymous RIA consulting biz

Advisory firm sellers taking equity instead of cash

Change management consulting for wealth management RIAs, CEOs, and Advisors.

Planning for change? A veteran wealth executive wants to help 

Carson Group's succession called into question. Reputation management. CEO failures.

Lawsuit's allegations call Carson Group's succession into question

Change management experts in wealth management; Carolyn Armitage, CFP®, CIMA®.

19 people who will change wealth management in 2019 

Financial Advisors need succession plans. Average Financial Advisor's age is over 55 years old.

Get ready for the succession planning landslide...

RIA strategies from wealth management expert, Carolyn Armitage, CFP®, CIMA®.

RIA Strategies Column: Monthly articles with online links to each article in the series

How financial advisors can prepare for their own retirement; succession planning expert.

Carolyn Armitage Launches Consulting Firm for Wealth Management CEOs

How do financial advisors plan for their own retirement? Retirement options for financial advisors.

How RIA Owners Can Mentally Prepare For Their Retirement

The compensation conundrum and expert incentive solutions with career paths for millennials.

The Compensation Conundrum

11 Trailblazing Women Share 11 Nuggets of Wisdom

 11 Trailblazing Women Share 11 Nuggets of Wisdom

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