HUM Curated Podcasts

Podcast: Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this?)Episode: Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157Pub date: 2025-02-06Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn our 157th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss tactics for reducing the worry that can arise for people when meeting with a financial advisor for the first time. For full show notes, see kitces.com and thesocietyofadvice.com.The podcast and artwork embedded on this page are from Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: Value Beyond The Meeting [Episode 305]Pub date: 2025-04-21Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn this episode, Matt and Micah discuss the art of delivering massive value to clients that extends far beyond the conference room door. They argue that cash flow isn't just a financial metric—it's the lifeblood of effective retirement planning. The duo shares practical wisdom on systematically tracking value delivery, mastering the delicate dance of cash flow conversations, and leveraging your own financial journey to build unshakeable client confidence. They unpack the emotional dimensions of money management while emphasizing that broad-stroke cash flow planning trumps tedious line-item budgeting every time. Throughout their conversation, they reveal how strategic accountability keeps clients engaged and on track toward their financial goals, ultimately transforming the advisor-client relationship. Value Beyond The Meeting [Episode 305] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedInThe podcast and artwork embedded on this page are from Matthew Jarvis, CFP® & Micah Shilanski, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Memo by Howard Marks (LS 52 · TOP 0.5% what is this?)Episode: Nobody Knows (Yet Again)Pub date: 2025-04-09Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn his latest memo, Howard discusses how the recent events surrounding tariffs can have a seismic but unpredictable impact on the global economy. Seismic in that they reflect a fundamental undoing of longstanding norms, and unpredictable in that tariffs would bring untold second- and third-order consequences. He emphasizes that there is no foreknowledge here, with forecasts even less likely to be accurate than usual. Howard considers the response of the financial markets, highlighting the key question regards the appropriateness of the market reaction thus far: has it been just right, excessive, or inadequate? You can read the memo here (https://www.oaktreecapital.com/insights/memo/nobody-knows-yet-again).The podcast and artwork embedded on this page are from Oaktree Capital Management, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: TRAP: The Real Adviser Podcast (LS 45 · TOP 1% what is this?)Episode: 69 - The Couples ConundrumPub date: 2025-04-24Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationTRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.comIn this latest pile of TRAP, the Trap Pack discussTopical TitbitsMeat and Potatoes: The Couples ConundrumCulture CornerTRAPist question(s) from www.twitter.com/james_bulpitShow links: http://tiny.cc/traplinks============================TRAP LIVE25 - 14TH MAY. Click here to purchase tickets.============================Take part in the conversation! We want YOU to suggest topics and questions you'd like the Trap Pack to answer. The best way to do this is to ask them here. Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast. The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Long and The Short Of It (LS 46 · TOP 1% what is this?)Episode: 344. Humans and AIPub date: 2025-04-29Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationThis week, Pete brings a raw noodle to the table, in order to talk to Jen about the similarities between coaching people and creating inputs for AI.Specifically, in this episode Jen and Pete talk about:How do both leadership and interacting with AI require curiosity?Why is it important to understand that AI platforms can be flawed?How does empathy inform our interactions with both humans and AI technology?To hear all episodes and read full transcripts, visit The Long and The Short Of It website: https://thelongandtheshortpodcast.com/.You can subscribe to our Box O' Goodies here (https://thelongandtheshortpodcast.com/) and receive a weekly email full of book and podcast recommendations, quotes, videos, and other interesting things that Jen and Pete are noodling on. To get in touch, send an email to: hello@thelongandtheshortpodcast.com.Learn more about Pete's work here (https://humanperiscope.com/) and Jen's work here (https://jenwaldman.com/).The podcast and artwork embedded on this page are from Peter Shepherd & Jen Waldman, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this?)Episode: Boyd Varty - Becoming A Meaning Maker - [Invest Like the Best, EP.394]Pub date: 2024-10-29Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationMy guest today is Boyd Varty. Boyd is a lion tracker, life coach, and storyteller who grew up in the South African wilderness, living amongst and tracking wild leopards. This is his fourth time on Invest Like the Best but the first in six years. Boyd is a perfect follow-up to my episode with Lulu Meservey unpacking the intricacies of storytelling and why it's such an essential for founders. Boyd walks us through different mechanisms of cultivating storytelling and becoming a meaning-maker. He encourages everyone to become somebody who stories happen around and be a character who finds characters. We discuss his concept of “story hunting,” leveraging stories in business, and continuously finding new meaning in life. Please enjoy my discussion with Boyd Varty.For the full show notes, transcript, and links to mentioned content, check out the episode page here.-----This episode is brought to you by Ramp. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Ramp is the fastest growing FinTech company in history and it's backed by more of my favorite past guests (at least 16 of them!) than probably any other company I'm aware of. It's also notable that many best-in-class businesses use Ramp—companies like Airbnb, Anduril, and Shopify, as well as investors like Sequoia Capital and Vista Equity. They use Ramp to manage their spending, automate tedious financial processes, and reinvest saved dollars and hours into growth. At Colossus and Positive Sum, we use Ramp for exactly the same reason. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus.—This episode is brought to you by Alphasense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. AlphaSense provides access to over 300 million premium documents, including company filings, earnings reports, press releases, and more from public and private companies. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegas help you make smarter decisions faster.-----Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.Follow us on Twitter: @patrick_oshag | @JoinColossusEditing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).Show Notes:(00:00:00) Welcome to Invest Like the Best(00:05:27) The Power of Storytelling(00:06:08) Lessons from Safari Stories(00:08:37) Finding Meaning and Purpose(00:09:18) Becoming a Story Hunter(00:13:27) The Role of Fear in Storytelling(00:15:31) Crafting and Sharing Your Narrative(00:17:04) Building a Strong Culture Through Stories(00:23:42) The Importance of Storytelling in Business(00:32:41) Meeting Chris Bacchus(00:34:14) Living Authentically: Following Your Internal Pulls(00:35:34) The Tension of Reinvention: Beyond Your Greatest Hits(00:36:46) The Art of Self Reinvention(00:39:49) Crafting a Great Story: Key Components(00:41:45) Solitude and Self-Knowledge: The Path to Originality(00:45:00) The Role of High Stakes in Finding Meaning(00:47:49) The Endurance Hunt: A Journey with the Kalahari Bushmen(00:52:56) Simplicity and Abundance: Lessons from the Bushmen(00:54:37) Becoming a Character: Traits of Remarkable People(00:59:35) Life's Work: Expressing Yourself in Service of OthersThe podcast and artwork embedded on this page are from Colossus | Investing & Business Podcasts, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Memo by Howard Marks (LS 52 · TOP 0.5% what is this?)Episode: Ruminating on Asset AllocationPub date: 2024-10-22Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationIn his latest memo, Howard Marks outlines the need to base asset allocation decisions around an established risk target. He describes the fundamental differences between ownership and debt, as well as the importance of finding the combination of the two that gets an investor's portfolio to the desired position on the risk/return continuum. Finally, he expands on the increased utility of debt investments in today's portfolios.You can read the memo here (https://www.oaktreecapital.com/docs/default-source/default-document-library/ruminating-on-asset-allocation.pdf?sfvrsn=67775566_2).The podcast and artwork embedded on this page are from Oaktree Capital Management, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Efficient Advisor: Tactical Business Advice for Financial Planners (LS 41 · TOP 1.5% what is this?)Episode: 230: The Client New Year's Letter You Need to Write Now!Pub date: 2024-10-29Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationToday, we're diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year's letter.Really, Libby? A letter is going to make a difference? ABSOLUTELY, but the catch is you have to include the right things. It's easy for clients to lose sight of all the work you do behind the scenes, but a well-crafted New Year's letter can change that. In this episode, I'll guide you through exactly what to include in a letter that not only recaps the services and support you provided over the past year, but also shows clients the value you bring to their lives.Plus, we'll cover how to preview upcoming changes and improvements in a way that builds excitement and trust. We want your clients to ooze with appreciation over 2025 and excitement for working with you in 2025!In this episode we'll cover: How to use an Impact Score to rate your Client Service Model. How to use this letter to reinforce the Behind-the-Scenes work that you do, reminding them of the value you bringSet expectations and build excitement for 2025 and the changes that come along with a new year in your businessAnd, SO MUCH MORE!Ready to take your client communications to the next level? I'll share tips and resources to help you craft a New Year's letter that's personalized, impactful, and memorable. Join the Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode's webpage for show notes, transcripts, downloads and more!The podcast and artwork embedded on this page are from Libby Greiwe, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: TRAP: The Real Adviser Podcast (LS 44 · TOP 1% what is this?)Episode: 56 - Full Fit Financial PlanningPub date: 2024-10-24Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationClick HERE to send the TRAP Pack a messageIn this latest pile of TRAP, the Trap Pack discussTopical Titbits including Irish pension funding changes, FT article on how risk has been so misunderstood, art scams, adviser fee levels, FCA reviews of ongoing services and consolidatorsMeat and Potatoes: Full Fit Financial PlanningCulture CornerShow links: http://tiny.cc/traplinks============================Take part in the conversation! We want YOU to suggest topics and questions you'd like the Trap Pack to answer. The best way to do this is to ask them here. Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast. The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: 2Bobs—with David C. Baker and Blair Enns (LS 50 · TOP 0.5% what is this?)Episode: The Four Conversations: A New Model for Selling ExpertisePub date: 2024-10-23Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationDavid interviews Blair about his new book, which lays out his proven framework B2B service providers can use to increase closing ratios and average proposal values.   Links Order The Four Conversations: A New Model for Selling Expertise by Blair EnnsThe podcast and artwork embedded on this page are from David C. Baker and Blair Enns, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Rational Reminder Podcast (LS 57 · TOP 0.5% what is this?)Episode: Episode 324 - Dr. Bryan Taylor: Lessons from Market History (1600-2024)Pub date: 2024-09-26Have you ever wondered how financial markets performed centuries ago or how world events impacted stock prices? Today, we sit down with Dr. Bryan Taylor, President and Chief Economist at Global Financial Data, to unpack the world's fascinating financial history. Dr. Taylor is known for his extensive work in collecting and analyzing historical financial data that spans several centuries and his valuable knowledge of stock, bond, and commodity market trends, which led to the creation of Global Financial Data. In our conversation, Dr. Taylor shares insights from his extensive research, covering stock and bond returns from as far back as the 1600s. From the impact of the French Revolution on financial markets to the performance of commodities, Dr. Taylor provides a rare view of the long-term trends shaping today's financial decisions. Learn about the value of historical financial data, its importance for investment decision-making, and how long-term trends can provide insights into future market behaviour. We discuss the creation of Global Financial Data's extensive historical financial database, the challenges of gathering centuries-old data, and the long-term performance of stocks versus bonds. Explore the impact of major geopolitical events on financial markets, the importance of studying historical market trends for modern investment decisions, and how his data-driven research has been utilized. Join us as we delve into the world's financial history and its relevance to today's investment landscape with Dr. Bryan Taylor. Tune in now!   Key Points From This Episode:   (0:03:41) Background about Global Financial Data, their data sources, and the challenges of collecting historical data. (0:09:27) What he finds fascinating about historical data, who uses the database, and the role of historical data in financial decision-making. (0:14:49) How stocks have performed relative to bonds throughout the financial records. (0:17:34) Uncover the main historical factors that limit returns and increase risk for investors and the five financial eras. (0:23:18) Explore the trends in stocks and bonds during the five financial eras and the impact of government debt and inflation on returns. (0:29:04) Common characteristics of countries that have had bad long-term market outcomes and the effect of world events on markets. (0:35:11) Learn about the best and worst-performing markets and what makes the US market so resilient. (0:38:36) His outlook for stocks and bonds and how the recent bear market compared to past market upheavals. (0:41:36) Compare past and current interest rates and the return on commodities versus stocks and bonds. (0:46:20) Overcoming the lack of historical data for emerging market returns and what defines an emerging market. (0:52:29) Find out how emerging markets have performed throughout history and how often they make the transition to developed. (0:59:04) Unpack the historical market concentration in the US and his thoughts on the expected returns of the US stock market. (1:03:42) Final takeaways and Dr. Bryan Taylor shares his definition of success.   Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/  Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://x.com/MarkMcGrathCFP Dr. Bryan Taylor — https://www.linkedin.com/in/bryan-taylor-46a92032/ Global Financial Data — https://globalfinancialdata.com/ Dr. Bryan Taylor on SSRN — https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=4320002   Papers From Today's Episode:    ‘France and the Four Horsemen of the Market' — https://globalfinancialdata.com/france-and-the-four-horsemen-of-the-market ‘The Financial History of Emerging Markets: New Indices' — https://dx.doi.org/10.2139/ssrn.4193062  The podcast and artwork embedded on this page are from Benjamin Felix & Cameron Passmore, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: Unlocking an Advisor's Unique Ability with Guest Andree Mohr [Episode 276]Pub date: 2024-09-30In this episode, Matthew Jarvis sits down with Andree Mohr, President of Integrated Partners, to explore the concept of harnessing your unique ability. Andree reveals how top advisors have doubled their practices by laser-focusing on high-net-worth clients and delivering unparalleled value. She also shares the art of storytelling that forges deep connections with clients and influential partners, setting you apart in a crowded field. Andree emphasizes the critical importance of strategic planning, urging advisors to dedicate a full 30% of their time to activities that propel them toward their goals. She shares insider tips on guarding your precious time and finding the perfect accountability partner to keep you on track. Unlocking an Advisor's Unique Ability with Guest Andree Mohr [Episode 276] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Andree Mohr: Website | LinkedIn - The Complexity Curve with Guest Paul Saganey - Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey - Kitces Interview: Building CPA Alliances To Reach A More Affluent Clientele To Serve, With Paul Saganey - Center Stage: How to Become the Star of Your Practice - Connelly Ruling - The Presentation Secrets of Steve Jobs: How to Be Insanely Great in Front of Any Audience  The podcast and artwork embedded on this page are from Matthew Jarvis, CFP® & Micah Shilanski, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Founders (LS 62 · TOP 0.1% what is this?)Episode: #365 Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters to PartnersPub date: 2024-09-16The best investors are not investors at all. They're entrepreneurs who have never sold. — Nick SleepNick Sleep's letters are a masterclass on the importance of understanding the underlying reality of a business — what he calls the engine of its success.I read all 110,000 words of Nick's letters (twice!) to make this episode and what I found most important is Nick's ability to develop a deep understanding of “honestly run compounding machines” (like Costco and Amazon) years before everyone else.Nick explains clearly how Jim Sinegal and Jeff Bezos set up their companies for long term success —from the very beginning — and gives us a few hints along the way on how we can do the same in our business.And the absolute entrepreneurial history nerd in me loved the references to Henry Ford, Sam Walton, Rockefeller and other greats from the past that are sprinkled throughout Nick's letters.No surprise that someone who was able to make $2 billion for his clients has a deep understanding of the great work that came before him.If you want to read all of Nick Sleep's partnership letters you can do so here for freeYou can also read William Green's book Richer, Wiser, Happier: How The World's Greatest Investors Win In Markets and Life —which both Nick and I recommend. It has an excellent chapter on How Nick and Zak built their firm. ----Ramp gives you everything you need to control spend, watch your costs, and optimize your financial operations —all on a single platform. Make history's greatest entrepreneurs proud by going to Ramp and learning how they can help your business control your costs and save more. ----Founders Notes gives you the superpower to learn from history's greatest entrepreneurs on demand. You can search all my notes and highlights from every book I've ever read for the podcast. Get access to Founders Notes here. ----Join my free email newsletter to get my top 10 highlights from every book----Follow Founders Podcast on YouTube (Video coming soon!) ----“I have listened to every episode released and look forward to every episode that comes out. The only criticism I would have is that after each podcast I usually want to buy the book because I am interested so my poor wallet suffers. ” — GarethBe like Gareth. Buy a book: All the books featured on Founders PodcastThe podcast and artwork embedded on this page are from David Senra , which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: TRAP: The Real Adviser Podcast (LS 44 · TOP 1% what is this?)Episode: 54 - Breaking Bad (News)Pub date: 2024-09-26In this latest pile of TRAP, the Trap Pack discussTopical TitbitsMeat and Potatoes: Breaking Bad NewsQuestions posted by our beloved TRAPist Darren F: http://linkedin.com/in/darren-ford-dipfa-65452a96Culture CornerShow links: http://tiny.cc/traplinks============================Take part in the conversation! We want YOU to suggest topics and questions you'd like the Trap Pack to answer. The best way to do this is to ask them here. Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast. The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Do Business. Do Life. — The Financial Advisor Podcast — DBDL (LS 46 · TOP 1% what is this?)Episode: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial AdvisorPub date: 2024-09-25Today, I'm sitting down with Thomas Kopelman, founder and lead financial planner at AllStreet Wealth, to discuss how he built a thriving financial advisory firm from scratch and developed a personal brand that now drives 97% of new business through Twitter.Starting at just 25, Thomas quickly earned recognition as one of Investopedia's Top 100 Financial Advisors in both 2022 and 2023. By focusing on creating valuable, engaging, and authentic content, he turned Twitter into a powerful growth engine for AllStreet Wealth. In this conversation, Thomas shares actionable advice for financial advisors like the step-by-step methods he's used to drive 97% of new assets from Twitter, build an engaged audience of 28,600 followers, and create content that converts. So you're looking to amplify your online presence, build your personal brand, and grow your advisory firm, this conversation is packed with actionable insights from one of the industry's rising stars.3 of the biggest insights from Thomas Kopelman …Focus on Actions, and Results Will Follow: Discover how leveraging mentorship and continuous learning can drive rapid growth in your business.How to Harness the Power of Twitter: Thomas breaks down the exact steps he used to go from 0 to 28,600 followers, turning Twitter into a marketing funnel that generates 97% of new business!The Content Creation Playbook: Learn how to generate good ideas, stand out from the crowd, and build a personal brand that attracts new clients.FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 10% discount on Thomas's course, How to Build Your Personal Brand and Get Your First Client from Social Media. *Please note, Triad is an All Street Academy Ambassador.To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "83" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/83FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright 2024 Triad Partners. All rights reserved. TP09243739583See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.The podcast and artwork embedded on this page are from Brad Johnson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Between Now and Success (LS 43 · TOP 1.5% what is this?)Episode: Dr. Shaywanna Harris-Pierre on Family Dynamics, Interior Finance, and Identifying Your Clients' Money FlashpointsPub date: 2024-08-01Guest: Dr. Shaywanna Harris-Pierre, a licensed professional counselor and financial therapist with a rich background in marriage and family therapy. Dr. Shay is also the owner of Shades of You Counseling and Consulting. In a Nutshell: Every family is unique, and no family is perfect. The dynamics, positive and negative, that exist between loved ones create ideas and emotions around money that influence your clients' attitudes about financial planning. Advisors who are willing to engage on this more personal level have an opportunity to transform their relationships with their clients and the quality of service that they deliver. On today's show, Dr. Shay shares her journey into financial therapy and how to open dialogues that will help you and your clients understand the emotional side of money better.The podcast and artwork embedded on this page are from Steve Sanduski, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Kitces and Carl - Real Talk for Real Financial Advisors (LS 47 · TOP 1% what is this?)Episode: Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145Pub date: 2024-08-22In our 145th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can communicate their planning style in their marketing before investing time in client meetings that may or may not lead to long-term engagement. For full show notes, see kitces.com and thesocietyofadvice.com.The podcast and artwork embedded on this page are from Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272]Pub date: 2024-09-02In this episode, Matthew Jarvis sits down with Dan Murphy, Head of Wealth Strategies at Commonwealth, to explore the evolving landscape in financial planning. Gone are the days of product-pushing and binder-heavy financial plans; welcome to the era of experience-driven advisory! Dan walks through the "Experience Economy," revealing how advisors can transform their practices from mere service providers to architects of memorable client experiences. The industry is rapidly shifting from a product focus to an experience focus, and Dan emphasizes that modern financial planning should revolve around clients' goals and values rather than just charts and numbers. From the mindset shift required to embrace this new paradigm to the operational changes needed to support it, Dan offers a wealth of insights for advisors at every stage of their careers. He stresses the importance of cultivating genuine curiosity and empathy as crucial tools for understanding clients' needs. Creating positive experiences, Dan explains, requires intentionality in all aspects of client interactions, going beyond providing services to crafting "time well spent" for clients. Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Dan Murphy: Website | LinkedIn - Financial Planning Experience - Financial Wellness Experience - The Experience Economy by Joseph Pine and James GilmoreThe podcast and artwork embedded on this page are from Matthew Jarvis, CFP® & Micah Shilanski, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: TRAP: The Real Adviser Podcast (LS 44 · TOP 1% what is this?)Episode: 52 - KPIs: Key People of InfluencePub date: 2024-08-29In this latest pile of TRAP, the Trap Pack discussTopical issues, including more Irish fraid, US rookie adviser failure rate, UK IFA profitability trends, Central Bank of Ireland on crypto, BestInvest's Spot The Dog, Vanguard getting “expensive”, SJP and Polaris, boring CVs, US pension horror stories, another AI startupMeat and Potatoes: KPIs - Key People of InfluenceQuestions posted by our beloved TRAPists Russ M and Ollie L (neither had socials)Culture CornerLinks referred to in the show:NL: turns out Hargreaves Lansdown DOES have a Slavery Policy. FFS. Goodnight, UK plc: https://x.com/HatTipNick/status/1824716616099156147CW: Investment Fraud alive and well in Ireland https://www.rte.ie/news/ireland/2024/0823/1466327-investment-fraud/#:~:text='Staggering'%20rise%20in%20investment%20fraud,%E2%82%AC28m%20stolen%20last%20year&text=Garda%C3%AD%20have%20warned%20of%20a,than%202021%20and%202022%20combinedNL: Cerulli 2023 report into US adviser numbers and rookie failures: https://www.cerulli.com/press-releases/the-financial-advisor-industry-has-a-headcount-problem H/T to Ermos Erotocritou CFP https://www.linkedin.com/in/ermos?miniProfileUrn=urn%3Ali%3Afsd_profile%3AACoAAAIJTVEBxQYOFu0tzywLz5MvLmC_1bYQ2yo&lipi=urn%3Ali%3Apage%3Ad_flagship3_detail_base%3BXD36DPgCTYWqsIEDTo2ciQ%3D%3DAS adviser profitability trends https://www.professionaladviser.com/news/4343067/profits-financial-adviser-firms AH - HL cash rates https://www.hl.co.uk/charges-and-interest-rates - Trading 212 5.2% to 5% - Transact 4.95% - CD Impact - What do DFMs pay. CW: The Central Bank of Ireland view on Cryptocurrency https://www.centralbank.ie/consumer-hub/crypto-consumer-information#:~:text=Crypto%20is%20not%20a%20regulated,crypto%20and%20crypto-related%20productsNL: https://www.ft.com/content/495a5329-c4f7-4731-938d-a2ef48851558 BestInvest's “Spot The Dog”. H/T to Robin Powell.CW: Laya Healthcare increase prices again Take part in the conversation! We want YOU to suggest topics and questions you'd like the Trap Pack to answer. The best way to do this is to ask them here. Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast. The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Do Business. Do Life. — The Financial Advisor Podcast — DBDL (LS 46 · TOP 1% what is this?)Episode: 078: Will Guidara - Unreasonable Hospitality & Lessons from the World's #1 RestaurantPub date: 2024-08-21Today, I'm talking with Will Guidara, a world-renowned restaurateur and author of the best-selling book, Unreasonable Hospitality. At just twenty-six, Will took over Eleven Madison Park, a struggling two-star brasserie that had never quite matched its majestic room. Eleven years later, it was named the best restaurant in the world.In this episode, not only will you hear how Will pulled off this unprecedented transformation, but you're going to get a masterclass in hospitality and actionable tips on how to turn an ordinary service (like financial advising) into exceptional experiences for your clients.3 of the biggest insights from Will Guidara …The pursuit of excellence and the story of how Will created the #1 restaurant in the world. The power of unreasonable hospitality – and how to use “The 95/5 Rule” to create unforgettable experiences that your clients will talk about for years.What high net-worth clients really want! Find out why understanding, flexibility, and personalized care are non-negotiables for attracting high-value clients like Will.GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free copy of Will's book, "Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "78" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/78FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.The podcast and artwork embedded on this page are from Brad Johnson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)Episode: All Investment Management is Playing Office [Episode 267]Pub date: 2024-07-29Micah and Matt are challenging the industry's fixation on Assets Under Management (AUM). They explore how financial advisors can shift their focus from pure investment management to holistic financial guidance. They emphasize the crucial role of effective communication between advisors and clients and they introduce innovative frameworks like the five-year rule and 5% distribution rule, which empower clients to actively participate in their retirement planning. These frameworks aim to foster better understanding and more informed decision-making. Micah and Matt also strongly advocate for advisors to invest alongside their clients, using the same models and assets they recommend. This strategy not only builds trust but also demonstrates genuine confidence in the advisor's investment choices. All Investment Management is Playing Office [Episode 267] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedInThe podcast and artwork embedded on this page are from Matthew Jarvis, CFP® & Micah Shilanski, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Memo by Howard Marks (LS 51 · TOP 0.5% what is this?)Episode: The Folly of CertaintyPub date: 2024-07-17In his latest memo, Howard Marks discusses the importance of avoiding expressions of absolute certainty when operating in fields subject to randomness and human emotion, like politics, economics, and investing. He suggests that it's better to have humility and acknowledge that the smartest thing to say is often “I don't know.”You can read the memo here (https://www.oaktreecapital.com/insights/memo/the-folly-of-certainty).The podcast and artwork embedded on this page are from Oaktree Capital Management, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: TRAP: The Real Adviser Podcast (LS 44 · TOP 1% what is this?)Episode: 50 - What's Risk Got To Do With It?Pub date: 2024-08-01In this latest pile of TRAP, the Trap Pack discussTopical issues, including cyber security, Monzo pensions, DFA Matrix Book, Métis Ireland work award, Consumer Duty one year on, stupid market predictions from Morgan StanleyMeat and Potatoes: What's Risk Got To Do With It?Questions posted by NO beloved TRAPist because of timeCulture CornerLinks referred to in the show:Meat and Potatoes backstory:https://www.linkedin.com/posts/hattipnick_alan-smith-alanjlsmith-on-x-activity-7222193905272791040-cjlJ?utm_source=share&utm_medium=member_androidhttps://x.com/alanjlsmith/status/1815729851082400199?s=46AH - Wealth giant Evelyn up for sale as Permira seeks exit for £1.5bn - https://www.thetimes.com/business-money/companies/article/wealth-giant-evelyn-up-for-sale-as-permira-seeks-exit-for-15bn-gtcnw2s5f AS - Monzo pensions https://monzo.com/pensions AS - New DFA Matrix book is out https://tinyurl.com/4bmxwsne CW: Metis Ireland featured in Best Places to Work https://www.linkedin.com/feed/update/urn:li:ugcPost:7218177619588976640/?actorCompanyId=1912648CW: Morgan Stanley - “markets should brace for a 10% correction”https://www.independent.ie/business/world/markets-should-brace-for-a-stocks-correction-of-10pc/a2102767540.html?mc_cid=97232c45dc&mc_eid=f47c629345AS - advice to younger financial planners https://www.linkedin.com/pulse/my-advice-financial-planners-entrepreneurs-alan-smith--ckkae?utm_source=share&utm_medium=member_ios&utm_campaign=share_via AS -  Swim With The Sharks Without Being Eaten Alive: Outsell, Outmanage, Outmotivate and Outnegotiate your Competition https://amzn.eu/d/03sTVyQm NL: The Great Post Office Scandal by Nick Wallis: https://www.amazon.co.uk/Great-Post-Office-Scandal-multimillion/dp/1916302386CW: Do Business, Do Life Podcast with Brad Johnsonhttps://bradleyjohnson.com/episode/entrepreneur-in-therapy-brad-johnson/Take part in the conversation! We want YOU to suggest topics and questions you'd like the Trap Pack to answer. The best way to do this is to ask them here. Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast. The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: 2Bobs—with David C. Baker and Blair Enns (LS 50 · TOP 0.5% what is this?)Episode: Are You Fishing in the Right Pond?Pub date: 2024-07-31Given these uncertain economic times we are in right now, Blair is asking if some creative firms might need to rethink the market they serve, looking at whether their positioning might be too broad, too narrow, or just wrong.   LINKS "The Target Is Not the Market" by Blair Enns on winwithoutpitching.comThe podcast and artwork embedded on this page are from David C. Baker and Blair Enns, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Modern Wisdom (LS 67 · TOP 0.05% what is this?)Episode: #818 - Andrew Wilkinson - How To Stop Feeling Like Your Success Is Never EnoughPub date: 2024-07-29Andrew Wilkinson is an entrepreneur, co-founder of Tiny Capital, and an investor."I'll be happy when..." is the beginning of many people's mindsets about life and happiness. We assume that happiness sits on the other side of the next set of goals, even though right now we're on the other side of our last set of goals. So the question is, what if you're a billionaire? Does this pattern ever stop?Expect to learn whether successful people are just disordered, if SSRIs aren't actually that bad, what Andrew learned from Warren Buffett, whether there's a number you reach in your bank account to feel like you ‘made it', why wealthy people distort reality, where to find smart people to hire for your business, how to learn to trust your entrepreneurial gut and much more...Sponsors:See discounts for all the products I use and recommend: https://chriswillx.com/dealsGet up to 20% discount on the best supplements from Momentous at https://livemomentous.com/modernwisdom (automatically applied at checkout)Get a 20% discount on Nomatic's amazing luggage at https://nomatic.com/modernwisdom (use code MW20)Get a 20% discount on your first order from Maui Nui Venison by going to https://mauinuivenison.com/modernwisdom (use code MODERNWISDOM)Sign up for a one-dollar-per-month trial period from Shopify at https://shopify.com/modernwisdom (automatically applied at checkout)Extra Stuff:Get my free reading list of 100 books to read before you die: https://chriswillx.com/booksTry my productivity energy drink Neutonic: https://neutonic.com/modernwisdomEpisodes You Might Enjoy:#577 - David Goggins - This Is How To Master Your Life: https://tinyurl.com/43hv6y59#712 - Dr Jordan Peterson - How To Destroy Your Negative Beliefs: https://tinyurl.com/2rtz7avf#700 - Dr Andrew Huberman - The Secret Tools To Hack Your Brain: https://tinyurl.com/3ccn5vkp-Get In Touch:Instagram: https://www.instagram.com/chriswillxTwitter: https://www.twitter.com/chriswillxYouTube: https://www.youtube.com/modernwisdompodcastEmail: https://chriswillx.com/contact- Learn more about your ad choices. Visit megaphone.fm/adchoicesThe podcast and artwork embedded on this page are from Chris Williamson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Modern Wisdom (LS 67 · TOP 0.05% what is this?)Episode: #801 - George Mack - 13 Life-Changing Ideas You've Never Heard OfPub date: 2024-06-24George Mack is a writer, marketer and an entrepreneur.George is one of my favourite writers and probably delivers the highest insights-per-minute of anyone on Twitter. Today we get to go through some of my favourite ideas from him over the last few months on human nature, tribalism, happiness and politics.Expect to learn what the Busy Trap is and how to avoid it, the biggest differences between the US and the UK, the contrarian argument for why money doesn't buy happiness, why strategic ignorance is so important, George's favourite story about Charlie Munger, the lessons we both learned celebrating George's 30th birthday in Miami and much more...Sponsors:See discounts for all the products I use and recommend: https://chriswillx.com/dealsGet up to 20% discount on the best supplements from Momentous at https://livemomentous.com/modernwisdom (automatically applied at checkout) Sign up and download Grammarly for FREE at https://grammarly.com/modernwisdomGet 5 Free Travel Packs, Free Liquid Vitamin D and more from AG1 at https://drinkag1.com/modernwisdom (discount automatically applied)Get a Free Sample Pack of all LMNT Flavours with your first box at https://www.drinklmnt.com/modernwisdom (automatically applied at checkout)Extra Stuff:Get my free reading list of 100 books to read before you die: https://chriswillx.com/booksTry my productivity energy drink Neutonic: https://neutonic.com/modernwisdomEpisodes You Might Enjoy:#577 - David Goggins - This Is How To Master Your Life: http://tinyurl.com/43hv6y59#712 - Dr Jordan Peterson - How To Destroy Your Negative Beliefs: http://tinyurl.com/2rtz7avf#700 - Dr Andrew Huberman - The Secret Tools To Hack Your Brain: http://tinyurl.com/3ccn5vkp-Get In Touch:Instagram: https://www.instagram.com/chriswillxTwitter: https://www.twitter.com/chriswillxYouTube: https://www.youtube.com/modernwisdompodcastEmail: https://chriswillx.com/contact- Learn more about your ad choices. Visit megaphone.fm/adchoicesThe podcast and artwork embedded on this page are from Chris Williamson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Kitces and Carl - Real Talk for Real Financial Advisors (LS 47 · TOP 1% what is this?)Episode: Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140Pub date: 2024-06-13In our 140th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what's likely behind the common problem of advisors prematurely worrying about scale. For full show notes, see kitces.com and thesocietyofadvice.com.The podcast and artwork embedded on this page are from Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Financial Advisor Success (LS 56 · TOP 0.5% what is this?)Episode: Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don't Really Care About Anyway with Christopher JonesPub date: 2024-06-25Christopher Jones is the Founder of Sparrow Wealth Management, an RIA based out of Orlando that oversees approximately $110 million in assets under management for 69 households. Chris has distinguished himself by building a highly efficient solo practice that operates under 25 hours per week, enabling him to spend more time with his family. He achieved this by concentrating solely on the most crucial financial planning tasks for his clients—and outsourcing or eliminating all other activities. Listen in as Chris shares how he streamlines his financial planning process by collaboratively working through plans during annual meetings, focusing on clients' goals instead of detailed cash flow analyses, and managing cash requests through a single annual distribution. He explains his efficiency improvements through a curated tech stack of specialized AdvisorTech products and the strategic decision to manually update client balances, a move away from excessive customization that has significantly grown his AUM. We also discuss how transitioning to a remote practice has allowed Chris to live closer to family, how he generates referrals from well-connected clients, and his approach to managing perfectionism by outsourcing tasks to alleviate time constraints and reduce anxiety. For show notes and more visit: https://www.kitces.com/391The podcast and artwork embedded on this page are from Michael Kitces, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: TRAP: The Real Adviser Podcast (LS 44 · TOP 1% what is this?)Episode: 47 - Of Tournaments And Trophies: The Awards IndustryPub date: 2024-06-20In this latest pile of TRAP, the Trap Pack discussTopical issues, including Storyteller's Munich Massacre, useful online calculators, ATR questionnaires for three year olds (!), MPs and double standards (!), nomination of beneficiary woes, Vanguard TRAP seminar feedback, Ade Edmondson investment gaffMeat and Potatoes: Of Tournaments and Trophies: The Awards IndustryQuestions posted by our beloved TRAPist Tom NCulture CornerLinks referred to in the show:NL: reminder of how useful Hargreaves L online calculators are: https://www.hl.co.uk/pensions/tax-relief/calculatorCW: Central Bank of Ireland “Dear CEO” letter critical of compliance standards: https://www.independent.ie/business/personal-finance/brokers-heavily-criticised-for-poor-practices-by-central-bank/a1180315516.html?mc_cid=560d48dbac&mc_eid=f47c629345AH - MPs accused of double standards over pension scheme Only 1% of parliamentary retirement fund is invested in UK equities, despite politicians talking up the case for investing in Britain https://www.thetimes.com/article/705a7372-86cc-4bf4-af88-b4b5db9ff9ce?shareToken=5c0f02e19a8c5e3b990c965b10d058c8NL: WSJ story on nomination of beneficiary horror tale: https://www.wsj.com/personal-finance/inherited-retirement-savings-beneficiary-breakup-divorce-849e3ff2?st=r25xsho331jpvgg&reflink=desktopwebshare_permalinkAS - Vanguard TRAP Webinar on Adviser Alpha (300 registered - 200 attended live) Recording available https://event.on24.com/wcc/r/4584722/8D0D76D89A13CF7D9AF43C6FD0F9DD84AH - Credit Suisse Global Investment Returns Yearbook 2023 - https://www.credit-suisse.com/media/assets/corporate/docs/about-us/research/publications/credit-suisse-global-investment-returns-yearbook-2023-summary-edition.pdf - JP Morgan, Barclays, CS, all conclude the markets beats any humans NL: Adrian Edmondson, another celebrity/influencer/endorser of property over pensions/GCOTW: https://www.linkedin.com/posts/kusalariyawansa_property-stockmarket-ugcPost-7206179916441104388-Hc_p?utm_source=share&utm_medium=member_desktopAH - The C WorTake part in the conversation! We want YOU to suggest topics and questions you'd like the Trap Pack to answer. The best way to do this is to ask them here. Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast. The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Anything And Everything (LS 25 · TOP 10% what is this?)Episode: Mastering An Entrepreneurial Mindset With Thinking Tools And CoachingPub date: 2024-06-25In this episode, Jeffrey and Dan explore the world of thinking tools and the framework that helps entrepreneurs think strategically. Dan shares the origin story of his first tool and how it evolved into over 240 trademarks. He also touches on the concept of Unique Ability® and its role in his company's success. In This Episode:Self-examination and curiosity play a crucial role in achieving success, but most people don't make the time for it.So, what are thinking tools? Dan provides a definition and examples, and explains their purpose.The first tool Dan created, The Strategy Circle®, is still used today exactly as he first created it over 40 years ago.Dan has created over 240 trademarked thinking tools since then.Jeffrey and Dan explore the origins of Unique Ability.Dan reveals where he got the name “Strategic Coach.”Dan explains the difference between process, methodology, and strategy. One is more about the outcome, while the others are about the steps to achieve that outcome.Dan divulges what motivates all of his personal and professional endeavors. (Hint: It's not money!) Resources: Learn more about Jeffrey MadoffDan Sullivan and Strategic Coach®Unique Ability®Book: Your Life As A Strategy Circle by Dan SullivanThe podcast and artwork embedded on this page are from Dan Sullivan and Jeffrey Madoff, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Do Business. Do Life. — The Financial Advisor Podcast — DBDL (LS 46 · TOP 1% what is this?)Episode: 062: How a Financial Advisor Used YouTube to Generate $400M+ of AUM with James ConolePub date: 2024-05-01Today, I'm talking with James Conole, a financial advisor and the founder of Root Financial Partners, a fast-growing RIA with over $400 million AUM.Between his Ready for Retirement podcast and James Conole, CFP® YouTube channel, James has generated over 10 million views and listens in the last 12 months alone. That traffic led to over 700 inbound prospects who each had a minimum of $500,000 of investable assets.In our conversation, James pulls back the curtain on the methods he used to build a leading YouTube channel with over 110,000 subscribers, what his marketing funnel looks like, and how you can leverage YouTube in your own business to increase your audience rapidly.3 of the biggest insights from James Conole …A step-by-step breakdown of the simple methods James uses to get millions of eyeballs on his content and generate a consistent stream of warm leads in the process.Why YouTube pays James $120,000 a year to market and grow his business, and how you can start creating your own money-making content today.How James' simple yet effective marketing funnel converted prospects into net new assets of roughly $130 million in 2023 using a system like nothing I've ever seen before.GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: 30-minute “Ask me anything” YouTube webinar with JamesTo get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "62" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/62FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.Copyright 2024 Triad Partners, LLC. All rights reserved. TP04243458880The podcast and artwork embedded on this page are from Brad Johnson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Do Business. Do Life. — The Financial Advisor Podcast — DBDL (LS 43 · TOP 1.5% what is this?)Episode: 062: How a Financial Advisor Used YouTube to Generate $400M+ of AUM with James ConolePub date: 2024-05-01Today, I'm talking with James Conole, a financial advisor and the founder of Root Financial Partners, a fast-growing RIA with over $400 million AUM.Between his Ready for Retirement podcast and James Conole, CFP® YouTube channel, James has generated over 10 million views and listens in the last 12 months alone. That traffic led to over 700 inbound prospects who each had a minimum of $500,000 of investable assets.In our conversation, James pulls back the curtain on the methods he used to build a leading YouTube channel with over 110,000 subscribers, what his marketing funnel looks like, and how you can leverage YouTube in your own business to increase your audience rapidly.3 of the biggest insights from James Conole …A step-by-step breakdown of the simple methods James uses to get millions of eyeballs on his content and generate a consistent stream of warm leads in the process.Why YouTube pays James $120,000 a year to market and grow his business, and how you can start creating your own money-making content today.How James' simple yet effective marketing funnel converted prospects into net new assets of roughly $130 million in 2023 using a system like nothing I've ever seen before.GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREWToday's Gift: 30-minute “Ask me anything” YouTube webinar with JamesTo get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "62" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/62FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.Copyright 2024 Triad Partners, LLC. All rights reserved. TP04243458880The podcast and artwork embedded on this page are from Brad Johnson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Enterprising Investor (LS 43 · TOP 1.5% what is this?)Episode: Meir Statman: Balancing Wealth and WellbeingPub date: 2024-04-15This episode of Enterprising Investor features Dr. Meir Statman discussing the role of money in happiness and how mindset can impact investing success. Dr. Statman, a professor at Santa Clara University, recently published a book titled "A Wealth of Wellbeing, A Holistic Approach to Behavioral Finance." The book explores making better decisions about financial and life well-being. Dr. Statman shares personal insights that highlight the importance of understanding risks beyond the stock market. Tune in to gain valuable perspectives on the intersection of money, happiness, and investing success.The podcast and artwork embedded on this page are from CFA Institute, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Enterprising Investor (LS 43 · TOP 1.5% what is this?)Episode: Meir Statman: Balancing Wealth and WellbeingPub date: 2024-04-15This episode of Enterprising Investor features Dr. Meir Statman discussing the role of money in happiness and how mindset can impact investing success. Dr. Statman, a professor at Santa Clara University, recently published a book titled "A Wealth of Wellbeing, A Holistic Approach to Behavioral Finance." The book explores making better decisions about financial and life well-being. Dr. Statman shares personal insights that highlight the importance of understanding risks beyond the stock market. Tune in to gain valuable perspectives on the intersection of money, happiness, and investing success.The podcast and artwork embedded on this page are from CFA Institute, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Rational Reminder Podcast (LS 56 · TOP 0.5% what is this?)Episode: Episode 303 - Scott Galloway: The Algebra of WealthPub date: 2024-05-02What is the role of luck in financial success? And how can we make decisions that will put us in the best possible position to experience long-term prosperity? Joining us today to unpack these questions is Scott Galloway, a talented public speaker, author, entrepreneur, and professor of marketing at NYU Stern School of Business. His latest book, The Algebra of Wealth: A Simple Formula for Financial Security, explores key lessons to help you optimize your life for wealth and success. He is the host of a thrice-weekly podcast, The Prof G Pod, and co-hosts a podcast called Pivot with esteemed tech journalist, Kara Swisher. Scott also has a very popular blog called No Mercy / No Malice, where he shares his thoughts on wealth, business, psychology, and more. In today's conversation with Scott, we delve into the lessons he's learned about economic success and the contents of his new book, The Algebra of Wealth. Tuning in you'll learn how the economic stress he experienced as a child shaped his life, the important role that luck plays in financial success, and why he believes people should follow their talents rather than their passions. Scott goes on to expand on why diversification is essential for financial success before sharing key lessons from the various businesses he has started, built, and sold. We also discuss how he manages his financial worries, his hopes for his children, and how he defines success. Tune in to hear all of Scott's valuable insights as we take a deep dive into the forces that shape our economic outcomes, and the algebra of wealth!   Key Points From This Episode:   (0:00:18) Introducing today's guest, Professor Scott Galloway. (0:05:43) Unpacking the title of his book The Algebra of Wealth, and what it refers to. (0:10:39) The pursuit of wealth as a whole-person project and why balance is rarely possible. (0:13:38) How stoicism can help you spend wisely and resist temptations. (0:19:23) The difference between working hard and having character when it comes to wealth. (0:22:20) Why it's so important to acknowledge the role of luck in economic success; how Scott's awareness of luck impacted his financial decisions and made him diversify. (0:30:41) The concept of having enough, why people always want more, the benefits of giving back, and the role that luck has played in Scott's wealth. (0:35:31) Why Scott believes people should follow their talents, rather than their passion. (0:39:31) Scott's thoughts on the work-from-home trend and why he is a big proponent of an office environment and in-person work for young people. (0:41:23) The key ways that physical exercise contributes to financial success. (0:44:37) Scott's thoughts on financial planners, how to take advantage of technology and low-cost EFTs to diversify on your own, and qualities you should look out for in a financial planner. (0:50:08) Scott's approach to investing in private businesses, his history of starting and selling companies, and why diversification is key. (0:52:26) What the average person should do when there is excitement about a particular stock. (0:56:06) Scott's insights on the most beneficial way to trade money for time, how he manages his financial worries, and his biggest financial concerns when it comes to his children. (01:03:32) How Scott defines success in his life, and what he has learned so far from starting ketamine therapy.   Links From Today's Episode: Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://twitter.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/  Benjamin on X — https://twitter.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Scott Galloway — https://profgmedia.com/ Scott Galloway Books — https://profgmedia.com/books/ Scott Galloway on LinkedIn — https://www.linkedin.com/in/profgalloway/ Scott Galloway on Twitter — https://twitter.com/profgalloway No Mercy No Malice — https://www.profgalloway.com/ Pivot with Scott Galloway and Kara Swisher — https://profgmedia.com/pivot/ The Prof G Pod with Scott Galloway — https://profgmedia.com/the-pod/   Books From Today's Episode:   The Algebra of Wealth: A Simple Formula for Financial Security — https://www.amazon.com/Algebra-Wealth-Formula-Financial-Security/dp/0593714024  The podcast and artwork embedded on this page are from Benjamin Felix & Cameron Passmore, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Rational Reminder Podcast (LS 56 · TOP 0.5% what is this?)Episode: Episode 303 - Scott Galloway: The Algebra of WealthPub date: 2024-05-02What is the role of luck in financial success? And how can we make decisions that will put us in the best possible position to experience long-term prosperity? Joining us today to unpack these questions is Scott Galloway, a talented public speaker, author, entrepreneur, and professor of marketing at NYU Stern School of Business. His latest book, The Algebra of Wealth: A Simple Formula for Financial Security, explores key lessons to help you optimize your life for wealth and success. He is the host of a thrice-weekly podcast, The Prof G Pod, and co-hosts a podcast called Pivot with esteemed tech journalist, Kara Swisher. Scott also has a very popular blog called No Mercy / No Malice, where he shares his thoughts on wealth, business, psychology, and more. In today's conversation with Scott, we delve into the lessons he's learned about economic success and the contents of his new book, The Algebra of Wealth. Tuning in you'll learn how the economic stress he experienced as a child shaped his life, the important role that luck plays in financial success, and why he believes people should follow their talents rather than their passions. Scott goes on to expand on why diversification is essential for financial success before sharing key lessons from the various businesses he has started, built, and sold. We also discuss how he manages his financial worries, his hopes for his children, and how he defines success. Tune in to hear all of Scott's valuable insights as we take a deep dive into the forces that shape our economic outcomes, and the algebra of wealth!   Key Points From This Episode:   (0:00:18) Introducing today's guest, Professor Scott Galloway. (0:05:43) Unpacking the title of his book The Algebra of Wealth, and what it refers to. (0:10:39) The pursuit of wealth as a whole-person project and why balance is rarely possible. (0:13:38) How stoicism can help you spend wisely and resist temptations. (0:19:23) The difference between working hard and having character when it comes to wealth. (0:22:20) Why it's so important to acknowledge the role of luck in economic success; how Scott's awareness of luck impacted his financial decisions and made him diversify. (0:30:41) The concept of having enough, why people always want more, the benefits of giving back, and the role that luck has played in Scott's wealth. (0:35:31) Why Scott believes people should follow their talents, rather than their passion. (0:39:31) Scott's thoughts on the work-from-home trend and why he is a big proponent of an office environment and in-person work for young people. (0:41:23) The key ways that physical exercise contributes to financial success. (0:44:37) Scott's thoughts on financial planners, how to take advantage of technology and low-cost EFTs to diversify on your own, and qualities you should look out for in a financial planner. (0:50:08) Scott's approach to investing in private businesses, his history of starting and selling companies, and why diversification is key. (0:52:26) What the average person should do when there is excitement about a particular stock. (0:56:06) Scott's insights on the most beneficial way to trade money for time, how he manages his financial worries, and his biggest financial concerns when it comes to his children. (01:03:32) How Scott defines success in his life, and what he has learned so far from starting ketamine therapy.   Links From Today's Episode: Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://twitter.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/  Benjamin on X — https://twitter.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Scott Galloway — https://profgmedia.com/ Scott Galloway Books — https://profgmedia.com/books/ Scott Galloway on LinkedIn — https://www.linkedin.com/in/profgalloway/ Scott Galloway on Twitter — https://twitter.com/profgalloway No Mercy No Malice — https://www.profgalloway.com/ Pivot with Scott Galloway and Kara Swisher — https://profgmedia.com/pivot/ The Prof G Pod with Scott Galloway — https://profgmedia.com/the-pod/   Books From Today's Episode:   The Algebra of Wealth: A Simple Formula for Financial Security — https://www.amazon.com/Algebra-Wealth-Formula-Financial-Security/dp/0593714024  The podcast and artwork embedded on this page are from Benjamin Felix & Cameron Passmore, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Kitces and Carl - Real Talk for Real Financial Advisors (LS 47 · TOP 1% what is this?)Episode: When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139Pub date: 2024-05-30In our 139th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when you offer "enough" value to clients that it's no longer necessary to keep doing and learning more. For full show notes, see kitces.com and thesocietyofadvice.com.The podcast and artwork embedded on this page are from Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Kitces and Carl - Real Talk for Real Financial Advisors (LS 47 · TOP 1% what is this?)Episode: When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139Pub date: 2024-05-30In our 139th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when you offer "enough" value to clients that it's no longer necessary to keep doing and learning more. For full show notes, see kitces.com and thesocietyofadvice.com.The podcast and artwork embedded on this page are from Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: TRAP: The Real Adviser Podcast (LS 44 · TOP 1% what is this?)Episode: 45 - TRAP Live!Pub date: 2024-05-23TRAP Live!This is a TRAP episode recorded on 9th May 2024 in front of 140 adoring TRAPists at Lola's, the louche, loose, slightly dangerous bar in the underground caverns of the world-famous London Hippodrome casino.Our sources confirm that this is the first (last?) UK financial services-related live podcast held in the UK and, secondly, there has never been any financial services event in the UK involving so much alcohol.The show follows the normal format, albeit in a slightly more "shambolic" fashion than normal.At the end, there's a bonus 30-minute Q&A session where the TRAP Pack fields an assortment of idiotic questions from our beloved TRAPists.Thanks to Emmelia Powell for emceeing the chaos and Dan Haylett for his excellent pre-recording presentation. And lots of love for our event partners (with special TRAP-focused landing pages), Vanguard and Timeline. No thanks at all to the striking train drivers. Bring on the robots.Take part in the conversation! We want YOU to suggest topics and questions you'd like the Trap Pack to answer. The best way to do this is to ask them here. Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast. The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: TRAP: The Real Adviser Podcast (LS 44 · TOP 1% what is this?)Episode: 45 - TRAP Live!Pub date: 2024-05-23TRAP Live!This is a TRAP episode recorded on 9th May 2024 in front of 140 adoring TRAPists at Lola's, the louche, loose, slightly dangerous bar in the underground caverns of the world-famous London Hippodrome casino.Our sources confirm that this is the first (last?) UK financial services-related live podcast held in the UK and, secondly, there has never been any financial services event in the UK involving so much alcohol.The show follows the normal format, albeit in a slightly more "shambolic" fashion than normal.At the end, there's a bonus 30-minute Q&A session where the TRAP Pack fields an assortment of idiotic questions from our beloved TRAPists.Thanks to Emmelia Powell for emceeing the chaos and Dan Haylett for his excellent pre-recording presentation. And lots of love for our event partners (with special TRAP-focused landing pages), Vanguard and Timeline. No thanks at all to the striking train drivers. Bring on the robots.Take part in the conversation! We want YOU to suggest topics and questions you'd like the Trap Pack to answer. The best way to do this is to ask them here. Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast. The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: TRAP: The Real Adviser Podcast (LS 44 · TOP 1% what is this?)Episode: 42 - Clients or Customers?Pub date: 2024-03-28TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.comIn this latest pile of TRAP, the Trap Pack discussTopical issues, including Finish fables, JISA joys, Leffler love, cheap online tax-returns, total returns mean dividends, FCA thematic review #1,242, True Potential CEO says the quiet part out loudMeat and Potatoes: Clients or Customers?Questions posted by our beloved Steven S www.twitter.com/passivevanguardCulture CornerLinks referred to in the show:Edward Leffler: https://www.ft.com/content/6d4f870c-f39a-4a06-a18f-f1e65484f35aAH - https://www.taxd.co.uk/ Easy/Cheap Tax Filing. NL on this: should 40% PAYE taxpayers trust HMRC or should they self-assess as a matter of course?CW: Idea for your advisory firm ….. Metis 5K Fund Run for Charity https://www.linkedin.com/feed/update/urn:li:activity:7173968807340691458AS - total returns  https://www.timeline.co/blog/is-the-ftse-100-misleading NL - 100 years of Edward Leffler's transformational idea: https://www.ft.com/content/6d4f870c-f39a-4a06-a18f-f1e65484f35aAH - FCA - Article - Undertaking cashflow modelling to demonstrate the suitability of retirement-related advice https://www.fca.org.uk/firms/undertaking-cashflow-modelling-demonstrate-suitability-retirement-related-advice CW: Metis Ireland is hiring https://www.linkedin.com/feed/update/urn:li:activity:7176905922131173376AS FCA Thematic Review / AS - Fees for no service https://www.fca.org.uk/publication/thematic-reviews/tr24-1.pdfCW: Most clients don't need advice according to True Potential CEO https://citywire.com/new-model-adviser/news/true-potential-ceo-its-very-rare-our-clients-need-advice/a2438636?re=118418&ea=1287904&utm_source=BulkEmail_NMA_Daily_Single_EAM&utm_medium=BulkEmail_NMA_Daily_Single_EAM&utm_campaign=BulkEmail_NMA_Daily_Single_EAMTake part in the conversation! We want YOU to suggest topics and questions you'd like the Trap Pack to answer. The best way to do this is to ask them here. Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast. The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: TRAP: The Real Adviser Podcast (LS 44 · TOP 1% what is this?)Episode: 42 - Clients or Customers?Pub date: 2024-03-28TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.comIn this latest pile of TRAP, the Trap Pack discussTopical issues, including Finish fables, JISA joys, Leffler love, cheap online tax-returns, total returns mean dividends, FCA thematic review #1,242, True Potential CEO says the quiet part out loudMeat and Potatoes: Clients or Customers?Questions posted by our beloved Steven S www.twitter.com/passivevanguardCulture CornerLinks referred to in the show:Edward Leffler: https://www.ft.com/content/6d4f870c-f39a-4a06-a18f-f1e65484f35aAH - https://www.taxd.co.uk/ Easy/Cheap Tax Filing. NL on this: should 40% PAYE taxpayers trust HMRC or should they self-assess as a matter of course?CW: Idea for your advisory firm ….. Metis 5K Fund Run for Charity https://www.linkedin.com/feed/update/urn:li:activity:7173968807340691458AS - total returns  https://www.timeline.co/blog/is-the-ftse-100-misleading NL - 100 years of Edward Leffler's transformational idea: https://www.ft.com/content/6d4f870c-f39a-4a06-a18f-f1e65484f35aAH - FCA - Article - Undertaking cashflow modelling to demonstrate the suitability of retirement-related advice https://www.fca.org.uk/firms/undertaking-cashflow-modelling-demonstrate-suitability-retirement-related-advice CW: Metis Ireland is hiring https://www.linkedin.com/feed/update/urn:li:activity:7176905922131173376AS FCA Thematic Review / AS - Fees for no service https://www.fca.org.uk/publication/thematic-reviews/tr24-1.pdfCW: Most clients don't need advice according to True Potential CEO https://citywire.com/new-model-adviser/news/true-potential-ceo-its-very-rare-our-clients-need-advice/a2438636?re=118418&ea=1287904&utm_source=BulkEmail_NMA_Daily_Single_EAM&utm_medium=BulkEmail_NMA_Daily_Single_EAM&utm_campaign=BulkEmail_NMA_Daily_Single_EAMTake part in the conversation! We want YOU to suggest topics and questions you'd like the Trap Pack to answer. The best way to do this is to ask them here. Help us to help you! The more followers we have, the more we can do stuff going forward. So please: Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast. The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Kitces and Carl - Real Talk for Real Financial Advisors (LS 47 · TOP 1% what is this?)Episode: Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135Pub date: 2024-04-04In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors. For full show notes, see kitces.com and thesocietyofadvice.com.The podcast and artwork embedded on this page are from Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Kitces and Carl - Real Talk for Real Financial Advisors (LS 47 · TOP 1% what is this?)Episode: Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135Pub date: 2024-04-04In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors. For full show notes, see kitces.com and thesocietyofadvice.com.The podcast and artwork embedded on this page are from Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: MoneyWise (LS 51 · TOP 0.5% what is this?)Episode: Born a Billionaire: How to Avoid Wealth Robbing Your Kids of Purposeful LivesPub date: 2024-04-30Being born rich sounds like a dream, but it's almost like being born at the finish line, with no race left to run.If we've learned anything in this podcast so far, it's that money alone doesn't bring happiness. Life needs purpose. But when you already have access to everything you could possibly need, finding that purpose can be difficult.So, how do we ensure our children inherit not just wealth, but also the drive to make something meaningful out of their lives? How do we shield them from the pitfalls of affluence, like aimlessness and substance abuse?Taylor Adams has dedicated his life to helping parents successfully pass on their wealth to the next generation with his company Belief Partners. He believes that a large part of happiness comes from the act of adding value to the world around you, feeling like you matter. He works to empower parents to instill in their children the importance of adding value to the world, of feeling like they matter beyond their bank accountsTaylor knows the feeling of being aimless all too well. Born into a multi-generational billionaire family, he himself has experienced the luxury, pressure, and burden of wealth. In this episode, Taylor bares all, offering his personal narrative alongside professional research and strategies for navigating the complexities of inherited wealth. From finding purpose to avoiding the traps of excess, Taylor equips affluent parents with the tools they need to raise grounded, fulfilled individuals.Alongside Taylor, we'll also hear from Jane. In contrast to Taylor's strong recommendation to set up a trust for your kids, Jane's parents paid for necessities through her life, but will pass on their wealth through a lump sum inheritance of roughly $20 million. She'll tell us how their wealth impacted her life, how she found purpose in her own career and family, and how the knowledge of inheritance has affected her.This is Moneywise, a podcast where host Sam Parr is joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits.Who is Sam Parr?Sam is a serial entrepreneur and the co-founder of The Hustle, which he sold to HubSpot in 2021. He's also the co-host of one of the world's top podcasts for entrepreneurs, My First Million. Known for his insightful business acumen and candid communication style, Sam Parr continues to be a prominent figure in the world of media and entrepreneurship. Sam's newest and biggest venture yet is Hampton, which he co-founded in 2022.This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growing, tech-enabled startups.Chapters:Taylor's billionaire family (2:48)Why and when he got sober (6:23)Why you should invest your money in your kids (7:29)Helping your kids find their own value (13:03)The importance of being the example (15:40)The argument for trusts (22:09)Why Jane's family didn't set up a trust (24:27)Teaching your kids to fail (26:12)“Yes, and..” (29:29)Talking to your kids about your wealth (33:35)The Four Horsemen of Destruction (38:18)This podcast was produced in partnership with Lower Street and distributed by Morning Brew. Learn more about your ad choices. Visit megaphone.fm/adchoicesThe podcast and artwork embedded on this page are from Hampton, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: MoneyWise (LS 50 · TOP 0.5% what is this?)Episode: Born a Billionaire: How to Avoid Wealth Robbing Your Kids of Purposeful LivesPub date: 2024-04-30Being born rich sounds like a dream, but it's almost like being born at the finish line, with no race left to run.If we've learned anything in this podcast so far, it's that money alone doesn't bring happiness. Life needs purpose. But when you already have access to everything you could possibly need, finding that purpose can be difficult.So, how do we ensure our children inherit not just wealth, but also the drive to make something meaningful out of their lives? How do we shield them from the pitfalls of affluence, like aimlessness and substance abuse?Taylor Adams has dedicated his life to helping parents successfully pass on their wealth to the next generation with his company Belief Partners. He believes that a large part of happiness comes from the act of adding value to the world around you, feeling like you matter. He works to empower parents to instill in their children the importance of adding value to the world, of feeling like they matter beyond their bank accountsTaylor knows the feeling of being aimless all too well. Born into a multi-generational billionaire family, he himself has experienced the luxury, pressure, and burden of wealth. In this episode, Taylor bares all, offering his personal narrative alongside professional research and strategies for navigating the complexities of inherited wealth. From finding purpose to avoiding the traps of excess, Taylor equips affluent parents with the tools they need to raise grounded, fulfilled individuals.Alongside Taylor, we'll also hear from Jane. In contrast to Taylor's strong recommendation to set up a trust for your kids, Jane's parents paid for necessities through her life, but will pass on their wealth through a lump sum inheritance of roughly $20 million. She'll tell us how their wealth impacted her life, how she found purpose in her own career and family, and how the knowledge of inheritance has affected her.This is Moneywise, a podcast where host Sam Parr is joined by high-net-worth guests to explore exclusive insights into personal finance and lifestyle tailored for other high-net-worth people, or those on their way. They'll get radically transparent about the numbers, revealing things like their burn rates, portfolios, and spending habits.Who is Sam Parr?Sam is a serial entrepreneur and the co-founder of The Hustle, which he sold to HubSpot in 2021. He's also the co-host of one of the world's top podcasts for entrepreneurs, My First Million. Known for his insightful business acumen and candid communication style, Sam Parr continues to be a prominent figure in the world of media and entrepreneurship. Sam's newest and biggest venture yet is Hampton, which he co-founded in 2022.This podcast was made for the Hampton community, a private, highly-vetted, peer membership community for founders and CEOs of fast-growing, tech-enabled startups.Chapters:Taylor's billionaire family (2:48)Why and when he got sober (6:23)Why you should invest your money in your kids (7:29)Helping your kids find their own value (13:03)The importance of being the example (15:40)The argument for trusts (22:09)Why Jane's family didn't set up a trust (24:27)Teaching your kids to fail (26:12)“Yes, and..” (29:29)Talking to your kids about your wealth (33:35)The Four Horsemen of Destruction (38:18)This podcast was produced in partnership with Lower Street and distributed by Morning Brew. Learn more about your ad choices. Visit megaphone.fm/adchoicesThe podcast and artwork embedded on this page are from Hampton, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Rational Reminder Podcast (LS 56 · TOP 0.5% what is this?)Episode: Episode 299: The Most Important Lessons in InvestingPub date: 2024-04-04In this episode, we unpack key tenants of investing and the quality of financial advice in Canada's banking industry. In our conversation, we present a list of lessons we have learned about investing, which has been consolidated from contributions by the Twitter community and the Rational Reminder Community. In our conversation, we discuss ways to beat the market, how narratives can impact the economy, and why timing the market is a bad investment approach. Discover why performance chasing is not a successful strategy, why incentives matter, and why economic growth is a poor predictor of investment success. Learn about the nuanced relationship between expected economic growth and stock returns, why wealth does not give you access to market-beating investments, and the effectiveness of investing in low-cost total market index funds. Finally, in our after-show segment, we delve into the quality of financial advice provided by Canada's six big banks, investment strategies, listener reviews, and much more. Gain valuable insights into navigating the complexities of investing and learn why simplicity, discipline, and skepticism towards overly complex or costly strategies are vital for financial success. Tune in now!   Key Points From This Episode:   (0:00:00) Introduction and outline of today's topic: The Most Important Lessons in Investing. (0:04:55) Why you cannot outsmart the markets and what it takes to beat the market. (0:07:47) The notion that "this time is always different" during times of financial upheaval. (0:10:45) Explore the forward-looking nature of markets and their impact on decision-making. (0:12:08) Unpack the unreliability of market forecasts for making investment decisions. (0:14:48) Hear why time in the market beats timing the market. (0:16:11) Important aspects of funds and why investors should not chase portfolio performance. (0:19:20) Learn about the role of incentives in the distribution of financial information. (0:25:09) Common misconceptions about the link between economic growth and stock returns. (0:27:28) We discuss the importance of good financial planning over portfolio management. (0:30:51) Uncover the relationship between risk and expected returns in financial markets. (0:32:33) How the risk-return relationship changes over different time horizons. (0:34:59) Why fees and taxes matter and the nuances of permanent insurance.  (0:41:55) Find out why there is no such thing as a perfect investment strategy. (0:44:51) Tailoring your investment portfolio to meet your goals and sticking to it. (0:46:48) Investigate why there is no such thing as a passive investment. (0:50:59) Understanding why wealth does not provide access to market-beating strategies. (0:53:22) Why diversification is the only free lunch in investing. (0:58:58) Recommendations and pitfalls to avoid when assessing investments. (1:01:02) What the structure of a financial portfolio looks like for most people. (1:03:11) The aftershow: the state of Canadian banks, investment advice, and more.     Links From Today's Episode:   Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://twitter.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/  Benjamin on X — https://twitter.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://twitter.com/MarkMcGrathCFP The Economist — https://www.economist.com/  ARK Invest — https://ark-funds.com/ The Canadian Investor Podcast — https://thecanadianinvestorpodcast.com/ Episode 257: Giorgio Ugazio (Mr. RIP) — https://rationalreminder.ca/podcast/257 Mr. RIP on YouTube — https://www.youtube.com/@mr_rip The Money Scope Podcast: Episode 9 — https://moneyscope.ca/2024/03/15/episode-9-taxable-investing-in-canada/ Book a meeting with a PWL Financial Planner —    Books From Today's Episode:   A Wealth of Well-Being — https://www.amazon.com/Wealth-Well-Being-Holistic-Approach-Behavioral/dp/1394249675 Wealthier — https://wealthierbook.com/   Papers From Today's Episode:    ‘Where's the Beef?' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4035890 ‘SPIVA® Canada Scorecard' —  https://www.spglobal.com/spdji/en/documents/spiva/spiva-canada-year-end-2023.pdf ‘2018 Paper' — https://doi.org/10.1093/rfs/hhy046 ‘CBC Article' — https://www.cbc.ca/news/business/marketplace-hidden-camera-banks-1.7142427  The podcast and artwork embedded on this page are from Benjamin Felix & Cameron Passmore, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Rational Reminder Podcast (LS 56 · TOP 0.5% what is this?)Episode: Episode 299: The Most Important Lessons in InvestingPub date: 2024-04-04In this episode, we unpack key tenants of investing and the quality of financial advice in Canada's banking industry. In our conversation, we present a list of lessons we have learned about investing, which has been consolidated from contributions by the Twitter community and the Rational Reminder Community. In our conversation, we discuss ways to beat the market, how narratives can impact the economy, and why timing the market is a bad investment approach. Discover why performance chasing is not a successful strategy, why incentives matter, and why economic growth is a poor predictor of investment success. Learn about the nuanced relationship between expected economic growth and stock returns, why wealth does not give you access to market-beating investments, and the effectiveness of investing in low-cost total market index funds. Finally, in our after-show segment, we delve into the quality of financial advice provided by Canada's six big banks, investment strategies, listener reviews, and much more. Gain valuable insights into navigating the complexities of investing and learn why simplicity, discipline, and skepticism towards overly complex or costly strategies are vital for financial success. Tune in now!   Key Points From This Episode:   (0:00:00) Introduction and outline of today's topic: The Most Important Lessons in Investing. (0:04:55) Why you cannot outsmart the markets and what it takes to beat the market. (0:07:47) The notion that "this time is always different" during times of financial upheaval. (0:10:45) Explore the forward-looking nature of markets and their impact on decision-making. (0:12:08) Unpack the unreliability of market forecasts for making investment decisions. (0:14:48) Hear why time in the market beats timing the market. (0:16:11) Important aspects of funds and why investors should not chase portfolio performance. (0:19:20) Learn about the role of incentives in the distribution of financial information. (0:25:09) Common misconceptions about the link between economic growth and stock returns. (0:27:28) We discuss the importance of good financial planning over portfolio management. (0:30:51) Uncover the relationship between risk and expected returns in financial markets. (0:32:33) How the risk-return relationship changes over different time horizons. (0:34:59) Why fees and taxes matter and the nuances of permanent insurance.  (0:41:55) Find out why there is no such thing as a perfect investment strategy. (0:44:51) Tailoring your investment portfolio to meet your goals and sticking to it. (0:46:48) Investigate why there is no such thing as a passive investment. (0:50:59) Understanding why wealth does not provide access to market-beating strategies. (0:53:22) Why diversification is the only free lunch in investing. (0:58:58) Recommendations and pitfalls to avoid when assessing investments. (1:01:02) What the structure of a financial portfolio looks like for most people. (1:03:11) The aftershow: the state of Canadian banks, investment advice, and more.     Links From Today's Episode:   Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://twitter.com/RationalRemind Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.caBenjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/  Benjamin on X — https://twitter.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on X — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://twitter.com/MarkMcGrathCFP The Economist — https://www.economist.com/  ARK Invest — https://ark-funds.com/ The Canadian Investor Podcast — https://thecanadianinvestorpodcast.com/ Episode 257: Giorgio Ugazio (Mr. RIP) — https://rationalreminder.ca/podcast/257 Mr. RIP on YouTube — https://www.youtube.com/@mr_rip The Money Scope Podcast: Episode 9 — https://moneyscope.ca/2024/03/15/episode-9-taxable-investing-in-canada/ Book a meeting with a PWL Financial Planner —    Books From Today's Episode:   A Wealth of Well-Being — https://www.amazon.com/Wealth-Well-Being-Holistic-Approach-Behavioral/dp/1394249675 Wealthier — https://wealthierbook.com/   Papers From Today's Episode:    ‘Where's the Beef?' — https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4035890 ‘SPIVA® Canada Scorecard' —  https://www.spglobal.com/spdji/en/documents/spiva/spiva-canada-year-end-2023.pdf ‘2018 Paper' — https://doi.org/10.1093/rfs/hhy046 ‘CBC Article' — https://www.cbc.ca/news/business/marketplace-hidden-camera-banks-1.7142427  The podcast and artwork embedded on this page are from Benjamin Felix & Cameron Passmore, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: 2Bobs—with David C. Baker and Blair Enns (LS 49 · TOP 0.5% what is this?)Episode: Just Stop TalkingPub date: 2024-04-10The fact that sales people tend to talk too much is nothing new, but Blair has observed in recent client work just how profound of an effect this pervasive problem has on sales outcomes.   Links “How and When to Talk About Your Firm” “Replacing Presentations With Conversations”The podcast and artwork embedded on this page are from David C. Baker and Blair Enns, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: 2Bobs—with David C. Baker and Blair Enns (LS 49 · TOP 0.5% what is this?)Episode: Just Stop TalkingPub date: 2024-04-10The fact that sales people tend to talk too much is nothing new, but Blair has observed in recent client work just how profound of an effect this pervasive problem has on sales outcomes.   Links “How and When to Talk About Your Firm” “Replacing Presentations With Conversations”The podcast and artwork embedded on this page are from David C. Baker and Blair Enns, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Adviser 3.0: The PodcastEpisode: Ep 80: Passing the Torch - Exploring Internal Succession Triumphs with Nik MarshPub date: 2024-03-27 Nik Marsh, the managing director of Ashlea Financial Planning, shares his journey of transitioning from a career in high finance to financial planning and navigating the process of internal succession planning. He discusses his background, the challenges he faced, and the importance of finding a different way to provide financial advice. The conversation explores the role of Diane Weitz, the founder of Ashlea Financial Planning, and her desire to ensure the continuity of the business and the well-being of her clients. The chapter concludes with the restructuring of the management buyout and the future succession plans for the firm. In this conversation, Nik Marsh discusses the challenges of business transition and the need for a suitable model for financial planners. He shares insights on transitioning to the next generation and the difficulties of seller financing in management buyouts (MBOs). The conversation also covers the use of preferred shares and the importance of setting up the next generation of owners. Nik Marsh talks about the structure and team of Ashlea, as well as the technology stack and CRM challenges faced by the firm. The conversation concludes with a discussion on future plans and success.The podcast and artwork embedded on this page are from Abraham Okusanya, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.