You Don't Own Your Growth
About this episode
Michael Batnick and David Armstrong discuss the risks of building a business on external platforms and the implications for financial advisors.
On this episode of Talking Wealth, Michael Batnick is joined by David Armstrong from WealthManagement.com to discuss two stories that reveal the risks of building your business on platforms you don’t control. They break down the controversy surrounding the Forbes advisor rankings, why major firms are pulling back, and Schwab’s decision to raise the minimum for its advisor referral program to $5 million. Plus, what both stories teach financial advisors about rankings, referrals, brand building, and owning your path to growth. This episode is sponsored by YCharts. To learn more about YCharts Future Proof session and get 20% off your initial YCharts Professional subscription, visit https://go.ycharts.com/future-proof-2026 (new customers only). For more from Talking Wealth sign up at: https://talkingwealthpod.com/ Follow Us On Social Media: Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn…
People in this episode
Host: Michael Batnick
Guest: David Armstrong
Topics covered
- business growth
- financial advising
- platform risks
- advisor rankings
- brand building
Keywords
- business growth
- financial advisors
- Forbes rankings
- Schwab referral program
- YCharts
Sponsors
YCharts
Mentioned in this episode
Organizations: WealthManagement.com, Forbes, Schwab, Ritholtz Wealth Management
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