Podcast Episodes
Back to SearchMichael Kitces - How to Leverage Social Accountability for Better Customer Relationships and Brand Growth
Episode 263
Tune in to hear:
- How does salience work with respect to different advisory fee models?
- How can we use social accountability to better help clients …
3 years, 1 month 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…
3 years, 1 month 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…
3 years, 1 month ago
Dr. LaKeitha Poole - How Sports Psychology Can Improve Your Daily Life and Performance
Episode 259
Tune in to hear:
- What’s the number one misconception about sports psychology? What are the Monday morning quarterbacks missing when they comment on …
3 years, 1 month ago
Sterling Johnson - The Path to Economic Equity: Addressing Inequality and Empowering Communities
Episode 258
Tune in to hear:
- What does the Partnership for Southern Equity really focus on and what is Sterling’s role there?
- What is the difference between eq…
3 years, 2 months ago
Stacy Havener - The Scientist and the Storyteller Miniseries (Pt. 2)
Episode 262
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- Why does Stacy believe that every company should have a well crafted origin story? Why does this speak to the authenticity of a bra…
3 years, 2 months ago
Neil Bage - The Vital Role of Self-Care in a Financial Advisor's Professional Growth
Episode 257
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- Some people think that “we can only take our clients as far as we have gone ourselves and that we must do our own work.” Does Neil…
3 years, 2 months ago
Nicole Casperson - Fintech is Femme: Breaking Barriers and Shaping the Future of Financial Technology
Episode 255
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- Can Nicole speak to the power of podcasts, newsletters and new media and the role these play as she tries to fulfill her personal m…
3 years, 3 months ago
Stacy Havener - The Scientist and the Storyteller Miniseries (Pt. 1)
Episode 256
Tune in to hear:
Learn how to adapt cognitive biases to your benefit within a sales funnel.
What is the mere exposure effect and why is it so powerful?…
3 years, 3 months ago
Derek Hagen - Top Techniques for Navigating Change-Resistant Clients and Building Stronger Relationships
Episode 254
Tune in to hear:
- In studies, non-compliance with financial advice generally hangs around the 50% range. However, many advisors say that their client…
3 years, 3 months ago