Podcast Episodes
Back to SearchAnthony Damtsis - Building Wealth Confidence: Key Strategies to Boost Your Financial Mindset
Episode 272
Tune in to hear:
- Why do only 13% of American millionaires describe themselves as wealthy? Why don’t we recognize our abundance for what it is?
- What…
2 years, 10 months ago
Daniel Staker - How Behavioral Marketing Can Transform Your Advisory Practice
Episode 271
Tune in to hear:
- Why does Daniel Staker call his new book “a book from a breakdown?”
- Why is behavior such a fundamental building block of marketing…
2 years, 10 months ago
Dr. Ali McCarthy - How Emotional Intelligence Can Help You Double Your Business Growth
Episode 270
Tune in to hear:
- We frequently hear the term “emotional intelligence” thrown around pretty loosely, but what is a deeper dive into its definition?
- …
2 years, 10 months ago
Eric 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, 11 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, 11 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, 11 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, 11 months ago
Matt Reiner - The Path to Becoming the Advisor of the Future: Strategies for Building a Modern Advisory Practice
Episode 266
Tune in to hear:
- Matt interviewed hundreds of advisors and leaders in their space to gather how they envisioned the future of financial advice. What…
3 years ago
Amanda Clayman - Navigating Money’s Messy Middle: Strategies for Financial Success
Episode 265
Tune in to hear:
- 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…
3 years 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…
3 years ago