Podcast Episodes
Back to SearchDr. Mary Bell Carlson - Unlocking Financial Wellness: Key Lessons from Financial Therapy
Episode 180
Tune in to hear:
- What are some unique financial considerations for those with high-level government security clearances?
- What role does financial i…
4 years, 7 months ago
Robert Sofia - The Five Essential Principles of Marketing Psychology Every Advisor Should Know
Episode 179
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- Robert says in marketing “you must get past the mental filter.” If we are going to get past the mental filter, how can we do it in …
4 years, 7 months ago
Brad Johnson - Investing in Trading Cards
Episode 178
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- How did Brad originally get into the finance industry and how did he get into trading cards?
- What are some of the draws, or compul…
4 years, 7 months ago
Emilie Hill - “The Market is Uncertainty Distilled”
Episode 177
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- Is the market always crazy or does it go through long periods of predictability in many peoples’ lifetimes? Is uncertainty implicit…
4 years, 7 months ago
Dr. Julie Ragatz - The Role of Empathy in Shaping Behavioral Economics
Episode 176
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- What might the lay person, who is enthusiastic about behavioral economics, not know about its historical origins?
- What was the lar…
4 years, 8 months ago
Robert Balentine - The 3 Key Principles for Building Enduring Wealth and a Lasting Legacy
Episode 175
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- The old American adage of “shirtsleeves to shirtsleeves in three generations” seems to be an enduring sentiment across many other c…
4 years, 8 months ago
Penny Phillips - Unlocking the Power of Practice Management for Financial Advisors: Boost Efficiency & Client Satisfaction
Episode 174
- As someone who works in practice management and as a trainer, how does Penny get advisors to embrace the power of practice management when there ar…
4 years, 9 months ago
Dr. Steve Wendel - Designing for Behavior Change: The Ultimate Guide to Influencing Positive Outcomes
Episode 173
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- Morningstar recently conducted an in-depth study on the financial biases that people bring to the table. What are the real world, f…
4 years, 9 months ago
Ric Edelman (Live from Ascent)
Episode 172
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- Ric Edelman started off as a reporter - does Ric think that an advisor could start “Edelman 2.0", so to speak, using the same formu…
4 years, 9 months ago
Phillip Toews (Live from Ascent)
Episode 171
Tune in to hear:
- Many are very focused on the behavioral coaching elements of behavioral finance, but overlook the upside of integrating the finding…
4 years, 9 months ago