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The Advisor Delta™
Worldsource Wealth Management
17 episodes
5 days ago
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™.
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Investing
Business,
Entrepreneurship
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All content for The Advisor Delta™ is the property of Worldsource Wealth Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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™.
Show more...
Investing
Business,
Entrepreneurship
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Rethinking client segmentation | Your key to creating capacity and connection
The Advisor Delta™
9 minutes
6 months ago
Rethinking client segmentation | Your key to creating capacity and connection

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 Advisor Delta™
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™.