HUM Curated Podcasts

Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54 Pub date : 2021-02-25 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization The podcast and artwork embedded on this page are from Michael Kitces, MS...

Podcast : Standard Deviations with Dr. Daniel Crosby (LS 48 · TOP 1% what is this? ) Episode : Samantha Russell - The Power of Purpose-Driven Marketing: Creating a Better World Together Pub date : 2021-01-26 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Samantha Russell is the Chief Marketing & Business Development Officer at Twenty Over Ten....

Podcast : Hidden Brain (LS 84 · TOP 0.01% what is this? ) Episode : Afraid of the Wrong Things Pub date : 2021-01-25 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Around the world, people are grappling with the risks posed by the COVID-19 pandemic. How do our minds process that risk, and why do some of us process it so differently? This week, we...

Podcast : Gaining Perspective (LS 31 · TOP 5% what is this? ) Episode : A Practical Guide to Behavioral Finance Pub date : 2021-01-27 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization The future of financial advice is evolving. The real value of an advisor not only requires the ability to build a plan and portfolio, but to guide clients through the p...

Podcast : Financial Advisor Success (LS 56 · TOP 0.5% what is this? ) Episode : Ep 024: How Mindset Drives Success And The 7 Freedoms Of Limitless Advisers with Stephanie Bogan Pub date : 2017-06-13 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Stephanie Bogan has achieved the level of success that most financial advisors aspire to reach. She sol...

Podcast : The Rational Reminder Podcast (LS 58 · TOP 0.5% what is this? ) Episode : David Booth: The First Index Fund, Competing Fiercely, and Keeping it Simple (EP.131) Pub date : 2021-01-07 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization At its core, managing wealth is about finding the best solutions for your clients. As he mentions in today's d...

Podcast : Financial Advisor Success (LS 56 · TOP 0.5% what is this? ) Episode : Ep 189: Experimenting With Advisor Marketing To Find The (Digital) Formula That Works For You with Taylor Schulte Pub date : 2020-08-11 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Taylor Schulte is the founder of Define Financial, an independent fee-only RIA that ov...

Podcast : Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this? ) Episode : A Better Way to Answer Your Clients' #1 Question Pub date : 2020-08-10 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Our discussion about the most important indicators of financial health begins with the mother of all Elemen...

Podcast : The Business of Authority (youtube feed) (LS 41 · TOP 1.5% what is this? ) Episode : Getting Better Clients Pub date : 2023-08-29 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization How can you get better clients? Talking Points Getting clients who will trust you more and pay you more What can happen when you take on a bad client Improving yo...

Podcast : Infinite Loops (LS 48 · TOP 1% what is this? ) Episode : Morgan Housel – The Psychology of Money (EP.06) Pub date : 2020-04-23 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In this episode of Infinite Loops we spoke with Morgan Housel, a Partner at the Collaborative Fund. Our conversation covered: The content of Morgan's upcoming book W...

Podcast : The Advisor Of Tomorrow (LS 28 · TOP 10% what is this? ) Episode : The AGILE Financial Planning Process with Roger Whitney Pub date : 2020-01-19 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization For financial advisors, investment management and asset allocation alone are not going to cut it. In order to build a practice for the long term an...

Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Responding With Empathy When Clients Call About "Scary" Markets: Kitces & Carl Ep 17 Pub date : 2019-09-26 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In our 17th episode of Kitces & Carl, Michael Kitces and financial advisor communicatio...

Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Favorite Questions To Ask A Prospective Client To Build Trust In The First Meeting: Kitces & Carl Ep 35 Pub date : 2020-06-04 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization The podcast and artwork embedded on this page are from Michael Kitce...

Podcast : Between Now and Success (LS 43 · TOP 1.5% what is this? ) Episode : Creating a Remarkable Client Experience Through Personalization, Co-Creation, and Journey Mapping with Julie Littlechild Pub date : 2020-01-27 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In a Nutshell: Delivering great service is table stakes. Drive toward extraordina...

Podcast : Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters (LS 45 · TOP 1% what is this? ) Episode : How To Be A Hero To Your Clients In The 21st Century Pub date : 2019-11-30 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Many people think that it’s impossible to be a hero in the world today, but they’re thinking of the w...

Podcast : Standard Deviations with Dr. Daniel Crosby (LS 48 · TOP 1% what is this? ) Episode : Your Money and Your Brain: Unlocking the Connection Between Finance and Psychology Pub date : 2018-03-26 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Your brain is a miracle unrivaled by even the most sophisticated technology, but it is a miracle equip...

Podcast : Standard Deviations with Dr. Daniel Crosby (LS 48 · TOP 1% what is this? ) Episode : Market Corrections: Why They’re as Regular as Birthdays and What You Should Know Pub date : 2018-02-17 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization There are three things that intelligent investors must understand if they are to truly inoculate themsel...