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Jackie Wilke - Why You Are the Most Unique Asset in Your Business
Episode 191
Tune in to hear:
- As a student of great advisory practices, what are some of the consistent themes that Jackie encounters across the board?
- Are the…
4 years ago
Dr. Meghaan Lurtz - The Empathic Future of Financial Advice: How Compassion is Revolutionizing Wealth Management
Episode 190
Tune in to hear:
- Of the “36 questions that lead to love,” what are a few that Dr. Lurtz zeros in on and what makes these questions so powerful? Can …
4 years ago
Lauren Hunter - The Financial Impact of Death and Aging: Strategies for Planning Ahead
Episode 188
Tune in to hear:
- What are some different attitudes about aging and death held across the world? How particular is the western attitude about these t…
4 years ago
Rob Gardner - Financial Wellness in a World Worth Living In
Episode 187
Tune in to hear:
- Why is ESG such an important part of Rob’s financial practice?
- How can we achieve financial wellness without merely paying lip ser…
4 years ago
Michelle Arpin Begina - Rewriting Your Money Story: Proven Strategies for Financial Empowerment
Episode 189
Tune in to hear:
- Now that she has space from it, and also expertise in the field, what were some of the factors that drove her parents to such consp…
4 years, 1 month ago
Spencer Jakab - Meme Stocks and Market Psychology: How Social Influence Shapes Investment Decisions
Episode 186
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- What in particular about the environment, including the pandemic and lockdown, contributed to the sort of fervor and madness we saw…
4 years, 1 month ago
Emily Guy Birken - Modern Money Management 101: Proven Strategies for Financial Freedom
Episode 185
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- Why did Emily feel the need to include elements of humor in her new book ‘Stacked: Your Super Serious Guide to Modern Money Manageme…
4 years, 1 month ago
James Fletcher - Exploring ESG and EM Investment Strategies with Ethos Invest
Episode 184
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- Of all times to start a boutique fund, why would James start one in the current climate where the 3 largest asset managers control …
4 years, 2 months ago
Brendan Frazier - Understanding the Fuel and Friction Model of Behavioral Finance
Episode 183
Tune in to hear:
- Behavioral Coaching is one of the most important things a financial professional can do for their client, yet surveys show that cli…
4 years, 2 months ago
Phil Huber - Exploring the Case for Alternative Investments: A Smart Strategy for Financial Growth
Episode 182
Tune in to hear:
- What are some potential arguments against a traditional 60/40 portfolio and how do they hold up?
- How would Phil define alternative…
4 years, 2 months ago