Podcast Episodes
Back to SearchThe Art and Science of Cultivating Influence
Episode 80
Influence is a byproduct of who we are connected to, how much our connections trust us, and the sense of community that we share, according to author…
4 years, 11 months ago
Advisors Keep Missing Client Cues. How More Self Awareness Can Help.
Episode 79
"Advisors are in a way in a therapeutic sort of relationship that requires staying with curiosity longer than maybe they'd like to," says author and …
4 years, 11 months ago
Using Pressure to Your Advantage
Episode 78
Dane Jensen, CEO of Third Factor, says pressure, when understood correctly, can be a catalyst for peak performance. He details how to turn pressure i…
4 years, 11 months ago
Spuds Powell on Fear, Confirmation Bias and the Modern Media
Episode 77
Kayne Anderson Rudnick's managing director discusses alts and the firm's defensive market posture. Host: Greg Bartalos.
Hosted by Simplecast, an AdsW…
5 years ago
Victoria Song: A Meta-Framework to 'Bending Reality'
Episode 76
Only by facing fear head-on is it possible to quiet your "impending doom generator" and realize your full potential, says Victoria Song, author and l…
5 years ago
How Organic Growth Is Powering a Pioneering RIA
Episode 75
"You've got to figure out how to grow organically. We've done it largely by overwhelming our clients with service," says Homrich Berg cofounder Andy …
5 years ago
How to Maximize Your Firm's Long-Term Value
Episode 74
Allen Darby, CEO of Alaris Acquisitions, on M&A and how to analyze your profit and loss statement to uncover ways to enhance your firm's worth. Host:…
5 years ago
Clients Are 'Exhausted' and Want to Retire Early. Advisors Can Help.
Episode 73
People are recognizing that "life is not forever and they want to bring more purpose and intentionality to it," says Julie Kelly, a financial advisor…
5 years, 1 month ago
Legendary Coach's Leadership Lessons Apply to Advisors, Too
Episode 72
Valorie Kondos Field, who never was an athlete, led the UCLA Bruins gymnastics team to seven national titles. "A coach's job isn't to dictate change …
5 years, 1 month ago
Going the Extra Mile for Wealthy Clients
Episode 71
Sometimes high-touch service means helping clients buy a Kentucky Derby-caliber racehorse, says GenTrust co-founder George Perez. Host: Ross Snel.
Ho…
5 years, 1 month ago