Podcast Episodes
Back to SearchNuala 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, 3 months 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, 4 months ago
Robert Sofia - Mastering Financial Advisor Marketing: Proven Techniques to Grow Your Practice
Episode 290
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How should advisors go about optimizing SEO for their practice and why is it so critical?Why do advisors who offer texting as a commu…2 years, 4 months ago
Jason Pereira - How AI is Shaping the Future of Wealth Management and Financial Advisory
Episode 289
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What are the 3 primary types, or thresholds, of AI and where are we headed next in this burgeoning field?What is "general purpose AI"…2 years, 4 months ago
Dr. Naomi Win - The Power of Embracing Uncertainty: Strategies for Success in a Volatile World
Episode 288
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Why is it that we hate uncertainty even more than bad news?How does our dread of uncertainty impact our decision making process?If a …2 years, 5 months ago
Dr. Randall Stutman - A Behavioral Approach to Leadership: How to Influence and Inspire Teams
Episode 287
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Why does Dr. Stutman use a behavioral, rather than a psychological, approach to leadership? What are the differences between these tw…2 years, 5 months ago
Jane Adshead Grant - Master the Art of Listening: Tips for Becoming a Better Listener
Episode 286
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What life experiences put Jane on a path to become a listening coach?What is generative listening and how does it differ from other f…2 years, 5 months ago
Lindsey Lewis - Empowering Women in Investing: Breaking Barriers and Shaping the Future of Finance
Episode 285
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What makes women so uniquely good as behavioral investors?Why have many thought of women as particularly risk averse for so many year…2 years, 6 months ago
Dr. Thomas Mathar - Financial Wellness vs. Financial Independence: How to Achieve Both for a Secure Future
Episode 284
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How might financial planning conversations need to change in light of the new longevity many will experience?How will the “100 year l…2 years, 6 months ago
Philip Courtenay - Humans and Money: Exploring the Relationship Between Emotions and Financial Choices
Episode 283
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What did Philip’s research on the drivers of financial advice seeking uncover? Additionally, what might stand in the way of clients t…2 years, 6 months ago