The Advisor Delta™

About The Advisor Delta™

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™.

Publisher

Worldsource Wealth Management

Category

business · business

Language

en

Explicit

No

First episode

19 Mar 2025

Latest episode

8 Sept 2026

Latest episodes

28 episodes in the feed.

1. 

   8 Sept 2026

   Depth over breadth | Standing out by serving within

   Building a successful niche starts with understanding the people you serve. Karen Roy, (Certified Financial Planner, Spectrum Financial Strategies) shares how becoming an active member of the special needs community helped her develop a trusted, referral-driven practice. Tune in for insights on authenticity, specialization and the power of community.

2. 

   12 Aug 2026

   Looking back, moving forward | What top advisors wish they’d done sooner

   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.

3. 

   15 Jul 2026

   The confidence curve | Developing leaders from within

   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.

Who has been a guest on The Advisor Delta™

Names identified in recent episode analyses. Showing up to five guests.

• Doce Tomic
• Rob Andrus
• Matthew Cole
• Dale Collins
• Courtney Castledine

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Spotify

4.6 / 5

13 ratings

Podcast Authority Score: 49 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

85

Social presence

0

YouTube

0

Engagement

31

Contact The Advisor Delta™

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about The Advisor Delta™