Podcast Episodes
Back to SearchEric Crittenden - All Weather Investing Explained: How to Thrive in Both Bull and Bear Markets
Episode 269
Tune in to hear:
- What is all weather investing and what are its behavioral underpinnings?
- Does Eric strategically rebalance the all weather portfol…
2 years, 8 months ago
Akhil Patel - The Hidden Order of Markets Explained: Discover the Secrets Behind Market Movements
Episode 268
Tune in to hear:
- What convinces Akhil that we can forecast markets with any level of precision when lots of highly intelligent people have tried and…
2 years, 8 months ago
Stacy Havener - The Scientist and the Storyteller Miniseries (Pt. 3)
Episode 274
Tune in to hear:
- What is the backfire effect and how can you get your prospects to drop their old fund manager without crushing their ego?
- Why is s…
2 years, 8 months ago
Saundra Davis - Mastering Client Communication: How to Balance Candor with Compassion
Episode 267
Tune in to hear:
- Saundra really balances being warm and welcoming with a great deal of candor. How has this served her professionally over the years…
2 years, 8 months ago
Matt Reiner - The Path to Becoming the Advisor of the Future: Strategies for Building a Modern Advisory Practice
Episode 266
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- Matt interviewed hundreds of advisors and leaders in their space to gather how they envisioned the future of financial advice. What…
2 years, 9 months ago
Amanda Clayman - Navigating Money’s Messy Middle: Strategies for Financial Success
Episode 265
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- What is Amanda’s story about her “$19k haircut” and how did it lead her down the path she’s on today?
- How did Amanda’s parents rea…
2 years, 9 months ago
Jay Coulter - Mastering the 5 Dimensions of a Great Advisory Practice for Business Growth
Episode 264
Tune in to hear:
- What are the 5 coaching dimensions that Jay uses to help advisors and how did he arrive at these?
- What is “the protocol system” an…
2 years, 9 months ago
Michael Kitces - How to Leverage Social Accountability for Better Customer Relationships and Brand Growth
Episode 263
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- How does salience work with respect to different advisory fee models?
- How can we use social accountability to better help clients …
2 years, 10 months ago
Kathi Balasek - Becoming Grief Literate: A Comprehensive Guide to Coping with Loss and Supporting Others
Episode 261
Tune in to hear:
- What life journey brought Kathi to a place where she focused on grief professionally?
- Why did Kathi experience guilt and shame aro…
2 years, 10 months ago
Dr. Daniel Crosby - Mastering Life and Money: 7 Rules That Can Transform Your Future
Episode 260
Tune in to hear:
- What the landscape of financial planning looks like broadly in the United States.
- How working with a financial advisor plays a pro…
2 years, 10 months ago