HUM Curated Podcasts

Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157 Pub date : 2025-02-06 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In our 157th episode of Kitces & Carl, Michael...

Podcast : The Perfect RIA (LS 51 · TOP 0.5% what is this? ) Episode : Value Beyond The Meeting [Episode 305] Pub date : 2025-04-21 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In this episode, Matt and Micah discuss the art of delivering massive value to clients that extends far beyond the conference room door. They argue that cash flow isn't ju...

Podcast : The Memo by Howard Marks (LS 53 · TOP 0.5% what is this? ) Episode : Nobody Knows (Yet Again) Pub date : 2025-04-09 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In his latest memo, Howard discusses how the recent events surrounding tariffs can have a seismic but unpredictable impact on the global economy.  Seismic in that they ref...

Podcast : TRAP: The Real Adviser Podcast (LS 46 · TOP 1% what is this? ) Episode : 69 - The Couples Conundrum Pub date : 2025-04-24 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes:...

Podcast : The Long and The Short Of It (LS 46 · TOP 1% what is this? ) Episode : 344. Humans and AI Pub date : 2025-04-29 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization This week, Pete brings a raw noodle to the table, in order to talk to Jen about the similarities between coaching people and creating inputs for AI. Specifically, in this episode J...

Podcast : Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this? ) Episode : Boyd Varty - Becoming A Meaning Maker - [Invest Like the Best, EP.395] Pub date : 2024-10-29 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization My guest today is Boyd Varty . Boyd is a lion tracker, life coach, and storyteller who grew up in the Sout...

Podcast : The Memo by Howard Marks (LS 53 · TOP 0.5% what is this? ) Episode : Ruminating on Asset Allocation Pub date : 2024-10-22 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In his latest memo, Howard Marks outlines the need to base asset allocation decisions around an established risk target. He describes the fundamental differences bet...

Podcast : The Efficient Advisor: Tactical Business Advice for Financial Planners (LS 43 · TOP 1.5% what is this? ) Episode : 230: The Client New Year's Letter You Need to Write Now! Pub date : 2024-10-29 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relati...

Podcast : TRAP: The Real Adviser Podcast (LS 46 · TOP 1% what is this? ) Episode : 56 - Full Fit Financial Planning Pub date : 2024-10-24 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including Irish pension funding changes, FT article on how risk has been so misunderstood, art sc...

Podcast : 2Bobs—with David C. Baker and Blair Enns (LS 50 · TOP 0.5% what is this? ) Episode : The Four Conversations: A New Model for Selling Expertise Pub date : 2024-10-23 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization David interviews Blair about his new book , which lays out his proven framework B2B service providers can use to increase closi...

Podcast : The Rational Reminder Podcast (LS 58 · TOP 0.5% what is this? ) Episode : Episode 324 - Dr. Bryan Taylor: Lessons from Market History (1600-2024) Pub date : 2024-09-26 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Have you ever wondered how financial markets performed centuries ago or how world events impacted stock prices? Today, we si...

Podcast : The Perfect RIA (LS 51 · TOP 0.5% what is this? ) Episode : Unlocking an Advisor's Unique Ability with Guest Andree Mohr [Episode 276] Pub date : 2024-09-30 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In this episode, Matthew Jarvis sits down with Andree Mohr, President of Integrated Partners, to explore the concept of harnessing your...

Podcast : Founders (LS 66 · TOP 0.05% what is this? ) Episode : #365 Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters to Partners Pub date : 2024-09-16 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization The best investors are not investors at all. They're entrepreneurs who have never sold. — Nick Sleep Nick Sleep’s...

Podcast : TRAP: The Real Adviser Podcast (LS 46 · TOP 1% what is this? ) Episode : 54 - Breaking Bad (News) Pub date : 2024-09-26 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: Breaking Bad News Questions posted by our beloved TRAPist Darren F: http://linkedin.co...

Podcast : Do Business. Do Life. — The Financial Advisor Podcast — DBDL (LS 49 · TOP 0.5% what is this? ) Episode : 083: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor Pub date : 2024-09-25 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Today, I’m sitting down with Thomas Kopelman, founder and lead finan...

Podcast : Between Now and Success (LS 43 · TOP 1.5% what is this? ) Episode : Dr. Shaywanna Harris-Pierre on Family Dynamics, Interior Finance, and Identifying Your Clients' Money Flashpoints Pub date : 2024-08-01 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Guest: Dr. Shaywanna Harris-Pierre, a licensed professional counselor and financial ther...

Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145 Pub date : 2024-08-22 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In our 145th episode of Kitces & Carl, Michael Kitces and clien...

Podcast : The Perfect RIA (LS 51 · TOP 0.5% what is this? ) Episode : Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272] Pub date : 2024-09-02 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In this episode, Matthew Jarvis sits down with Dan Murphy, Head of Wealth Strategies at Commonwealth, to explore the evolving landsc...

Podcast : TRAP: The Real Adviser Podcast (LS 46 · TOP 1% what is this? ) Episode : 52 - KPIs: Key People of Influence Pub date : 2024-08-29 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In this latest pile of TRAP, the Trap Pack discuss Topical issues, including more Irish fraud, US rookie adviser failure rate, UK IFA profitability trends, Centra...

Podcast : Do Business. Do Life. — The Financial Advisor Podcast — DBDL (LS 49 · TOP 0.5% what is this? ) Episode : 078: Will Guidara - Unreasonable Hospitality & Lessons from the World’s #1 Restaurant Pub date : 2024-08-21 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Today, I’m talking with Will Guidara , a world-renowned restaurateur and author...

Podcast : The Perfect RIA (LS 51 · TOP 0.5% what is this? ) Episode : All Investment Management is Playing Office [Episode 267] Pub date : 2024-07-29 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Micah and Matt are challenging the industry's fixation on Assets Under Management (AUM). They explore how financial advisors can shift their focus from...

Podcast : The Memo by Howard Marks (LS 53 · TOP 0.5% what is this? ) Episode : The Folly of Certainty Pub date : 2024-07-17 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In his latest memo, Howard Marks discusses the importance of avoiding expressions of absolute certainty when operating in fields subject to randomness and human emotion, like pol...

Podcast : TRAP: The Real Adviser Podcast (LS 46 · TOP 1% what is this? ) Episode : 50 - What's Risk Got To Do With It? Pub date : 2024-08-01 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In this latest pile of TRAP, the Trap Pack discuss Topical issues, including cyber security, Monzo pensions, DFA Matrix Book, Métis Ireland work award, Consumer...

Podcast : 2Bobs—with David C. Baker and Blair Enns (LS 50 · TOP 0.5% what is this? ) Episode : Are You Fishing in the Right Pond? Pub date : 2024-07-31 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Given these uncertain economic times we are in right now, Blair is asking if some creative firms might need to rethink the market they serve, looking...

Podcast : Modern Wisdom (LS 71 · TOP 0.05% what is this? ) Episode : #818 - Andrew Wilkinson - How To Stop Feeling Like Your Success Is Never Enough Pub date : 2024-07-29 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Andrew Wilkinson is an entrepreneur, co-founder of Tiny, and an investor. "I'll be happy when..." is the beginning of many people's...