Podcast Episodes
Back to SearchBrendan 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, 9 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, 9 months ago
Kristin Shea - The Six Pillars of Neuromarketing: How to Leverage Brain Science for Business Success
Episode 181
Tune in to hear:
- What exactly is Neuromarketing and what makes it so powerful?
- There are more brands and advertisements vying for our attention eve…
4 years, 10 months ago
Dr. 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, 10 months ago
Robert Sofia - The Five Essential Principles of Marketing Psychology Every Advisor Should Know
Episode 179
Tune in to hear:
- 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, 10 months ago
Brad Johnson - Investing in Trading Cards
Episode 178
Tune in to hear:
- 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, 10 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, 11 months ago
Dr. Julie Ragatz - The Role of Empathy in Shaping Behavioral Economics
Episode 176
Tune in to hear:
- What might the lay person, who is enthusiastic about behavioral economics, not know about its historical origins?
- What was the lar…
4 years, 11 months ago
Robert Balentine - The 3 Key Principles for Building Enduring Wealth and a Lasting Legacy
Episode 175
Tune in to hear:
- The old American adage of “shirtsleeves to shirtsleeves in three generations” seems to be an enduring sentiment across many other c…
4 years, 11 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…
5 years ago