Podcast Episodes
Back to SearchWhat Advisors Can Learn From a Decorated US Navy SEAL Veteran
Episode 70
Building trust happens over time yet "it doesn't take a lot to destroy that trust," says David Sears who retired from the Navy after serving for 20 y…
5 years, 1 month ago
Today's Art Market, Next-Gen Collectors, and NFTs
Episode 69
"All of wealth management and banking is trying to wrap their head around" the ecosystem of NFTs and digital art, says Evan Beard of Bank of America …
5 years, 1 month ago
Demetri Kofinas on 'Financial Nihilism'
Episode 68
"People have increasingly lost faith in the models, frameworks, and moral codes that they grew up with," says the host of a popular podcast. Host: St…
5 years, 2 months ago
YOLO as Policy and Why EQ Is More Important Than IQ
Episode 67
Brighton Jones CEO Jon Jones, who visited 35 countries with his family over a year, insists his employees achieve balance in their lives. Host: Greg …
5 years, 2 months ago
The Relentless Rise of Intangible Assets
Episode 66
"Assets that you can't touch or feel are been becoming more and more important," says Stian Westlake, coauthor of Capitalism Without Capital. Host: S…
5 years, 2 months ago
Morgan Stanley's Audrey Choi: Focus on this macro trend
Episode 65
Some of the firm's fastest-growing teams and products are emphasizing ESG investing, she says. Host: Ross Snel.
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5 years, 2 months ago
The Customer Isn't Always Right
Episode 64
"One of the key elements in a trusted advisor relationship is the willingness to challenge the client," management consultant John Hagel says. Host: …
5 years, 3 months ago
Engine No. 1 Emphasizes Investor Values
Episode 63
There's new attention on the power of shareholder voting, says the firm's ETF lead, Yasmin Dahya Bilger. Host: Greg Bartalos.
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5 years, 3 months ago
Beyond Stubborn: Strategies for Changing Closed Minds
Episode 62
Ask questions, be patient, and embrace incrementalism, says Wharton School Professor Jonah Berger.
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5 years, 3 months ago
Key Financial's Patti Brennan on Emphasizing 'Skin in the Game'
Episode 61
The top-ranked advisor says enabling all of her team to share in her firm's success has powered results.
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5 years, 3 months ago