Podcast Episodes
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Megan Gorman - All the Presidents’ Money
Episode 303
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What was Megan’s favorite finding in the deep research she did for this book?Learn about Truman’s financial anxiety and how this impa…1 year, 5 months ago
Cady North - The Art of Sabbatical: Why Taking a Break Could Be the Best Career Move You Make
Episode 302
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Did Cady’s recent book, The Art of the Sabbatical, come from a place that was very personal and meaningful to Cady? If so, what was i…1 year, 6 months ago
Emily Blue - How Humanizing the M&A Process Leads to Better Outcomes for Employees and Stakeholders
Episode 301
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What is the disconnect between selling an advisory business, as it is popularly conceived, and as it usually goes down in the real wo…1 year, 6 months ago
Dr. Charles Eckhart - Navigating Family Wealth Dynamics: How to Build and Preserve Family Assets
Episode 300
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What got Dr. Eckhart into Psychology in the first place, and how did he end up moving into family wealth consulting?What are some of …1 year, 6 months ago
Clare Flynn Levy - Good Behavior, Good Returns?
Episode 297
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What does Clare and her team at Essentia Analytics focus on specifically?How can one score the decision making skill involved in stoc…1 year, 7 months ago
Tim Holland - What the 2024 Election Means for Your Wallet
Episode 299
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How should we think about the “presidential election cycle pattern” as a forecasting tool? Does it have much merit and how is it play…1 year, 7 months ago
Matt Ackermann - Center Stage: What Music Can Teach Advisors About Practice Management
Episode 296
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What can Elton John’s stage name teach advisors about how to make and set goals?What can Weezer teach advisors about workflows?What i…1 year, 7 months ago
Phil Bray - Mastering Effective Marketing Strategies in a Noisy, Competitive World
Episode 295
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How did Phil pivot from a financial advisor position to roles focused on marketing?Why is a clearly established marketing strategy so…1 year, 8 months ago
Andy Baxley - The Power of Financial Purpose: Transforming Your Finances for a Brighter Future
Episode 294
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Why do humans seem to have such limited access to understanding what they want, from a financial perspective?Andy believes that the e…1 year, 8 months ago
Nuala Wash - Unlock Smarter Choices: Ten Steps to Better Decision Making
Episode 293
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What drove Nuala to write her new book, Tune In: How to Make Smarter Decisions in a Noisy World ?In her book, Nuala talks about four …1 year, 8 months ago