Podcast Episodes
Back to SearchCady 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, 10 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, 10 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, 11 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, 11 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, 11 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, 11 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…2 years 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…2 years 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 …2 years ago
Shawn Sparks - The Advisor Transformation: Unlocking New Strategies for Financial Success
Episode 292
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What was the message that Shawn felt compelled to get out there in his upcoming book, The Advisor Transformation?What distinction doe…2 years, 1 month ago