Podcast Episodes
Back to SearchDr. Daniel Crosby - The Psychology of Sports Betting and Investing: How Gambling Culture Reshapes Retail Investor Behavior and What Advisors Should Do About It
Episode 374
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What did Betterment’s 2026 Retail Investor Survey uncover about Gen Z investors and sports betting and why is this finding so sign…6 hours ago
Ryan Eisenman - Making Private Markets More Accessible
Episode 373
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What did Ryan see about the way people were managing private investments that made him think his company Arch needed to exist? Ho…1 week ago
John Crawford IV - The Case for Value and Dividend Investing: Building Wealth, Income and Resilience
Episode 372
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What is one thing that the investment community has made more complicated than it needs to be, in John’s opinion? How does an old…2 weeks ago
Matt Halloran - Shut Up and Listen
Episode 371
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If Matt could take one lesson from his former life as a therapist and impart it to all the advisors that he serves, what would tha…3 weeks ago
Jay Mooreland - The Emotional Investor: Behavioral Finance, Investor Psychology & Making Better Decisions in Market Downturns
Episode 370
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Where’s the current interest and momentum in Behavioral Finance and where does Jay see it going next? Why are investors so bad at…4 weeks ago
Dr. Daniel Crosby - The Psychology of Wealth Transfer and Why Inheriting Wealth Changes More Than Just a Balance Sheet
Episode 369
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Why do we need to begin to think about wealth in more qualitative terms with the upcoming Great Wealth Transfer? How can we bette…1 month ago
Alex Edmans - The Madness of Markets
Episode 368
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If markets are as mad as Alex and Dr. Crosby suggest, why do we still see that most active managers have such a difficult time try…1 month, 1 week ago
Adam Cockerham - Your Money and Your Mind
Episode 367
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Does Adam believe that most people have a money problem, or a meaning problem that money simply reveals? What are some signs that…1 month, 2 weeks ago
Kendra Wright - The Marketing Mistakes Holding Financial Advisors Back (And How to Fix Them)
Episode 366
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What is the biggest lie advisors tell themselves about why their growth may be stagnating or slower than they might like? What wo…1 month, 3 weeks ago
Christopher Norton - Financial Advisor Marketing: How to Build an Authentic Brand That Attracts the Right Clients
Episode 365
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What does the financial services industry get wrong about the role marketing and sales should play in an organization? How does Po…2 months ago