Podcast Episodes
Back to SearchMorningstar's Sarah Newcomb on Helping Clients Break Bad Money Habits
Episode 60
One key is listening to the stories clients tell about money and determining whether they see themselves as personally in control of their finances, …
5 years, 4 months ago
Wells Fargo's Heather Hunt-Ruddy on Making Good Advisors Great
Episode 59
The best athletes in the world have coaches, and the top advisors should as well, says Wells' head of wealth management business development.
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5 years, 4 months ago
What Second City Improv Can Teach Advisors
Episode 58
Emphasizing the cohesive role of each member of an advisory team should enhance meetings with clients, Kelly Leonard says.
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5 years, 4 months ago
UBS Advisor Adam Epstein on Unexpected ESG Investments
Episode 57
A private market real estate deal-plans to convert a New York City apartment tower to a homeless shelter-appealed to clients because the results coul…
5 years, 4 months ago
What's Former LPL Chief Mark Casady Up To Now? Breaking Fintech Apart.
Episode 56
Old concepts must be disrupted to create "new solutions in the marketplace," says Mark Casady, who's now running a venture capital firm.
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5 years, 4 months ago
Faster Pace of Consolidation
Episode 55
Many small advisory firms will fare well, but Kestra Financial CEO James Poer says those resistant to affiliation or acquisition will struggle.
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5 years, 5 months ago
Facts Versus Emotions
Episode 54
An effective financial advisor needs to be a good psychotherapist, says NPR social science correspondent Shankar Vedantam.
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5 years, 5 months ago
Strategies for Winning, and Losing
Episode 53
Perseverance helps improve the odds of success and makes setbacks easier to handle, says financial advisor and former Olympian Lauryn Williams.
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5 years, 5 months ago
Inheritance is About a Lot More Than Money
Episode 52
Families often achieve better outcomes by shifting the focus away from dollars, says Matt Wesley of Merrill Lynch's Center for Family Wealth, Dynamic…
5 years, 5 months ago
Bitcoin's Value as an Asset Class
Episode 51
Cryptocurrencies are worthy alternatives to investments like bonds and gold, as well as real estate and art, says Bitcoin entrepreneur Dan Held.
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5 years, 6 months ago