Andy Hart / Listen Notes
HUM Curated Podcasts
A curated podcast feed for behavioural financial advisers.
Author
Andy Hart / Listen Notes
Category
Podcast website
Latest episode
May 1, 2025
Where to listen?
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Episodes
#801 - George Mack - 13 Life-Changing Ideas You’ve Never Heard Of 30.06.2024 2:13:45
Podcast : Modern Wisdom (LS 71 · TOP 0.05% what is this? ) Episode : #801 - George Mack - 13 Life-Changing Ideas You’ve Never Heard Of Pub date : 2024-06-24 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization George Mack is a writer, marketer and an entrepreneur. George is one of my favourite writers and probably delivers the highest insights-per-minut...
Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140 30.06.2024 28:45
Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140 Pub date : 2024-06-13 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In our 140th episode of Kitces & Carl, Michael Kitces and client communication expe...
Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don't Really Care About Anyway with Christopher Jones 30.06.2024 1:28:54
Podcast : Financial Advisor Success (LS 56 · TOP 0.5% what is this? ) Episode : Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don't Really Care About Anyway with Christopher Jones Pub date : 2024-06-25 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Christopher Jones is the Founder of Sparrow Wealth Management, an RI...
47 - Of Tournaments And Trophies: The Awards Industry 30.06.2024 1:25:15
Podcast : TRAP: The Real Adviser Podcast (LS 46 · TOP 1% what is this? ) Episode : 47 - Of Tournaments And Trophies: The Awards Industry Pub date : 2024-06-20 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 Storyteller’s Munich Massacre, useful online calculators, ATR ques...
Mastering An Entrepreneurial Mindset With Thinking Tools And Coaching 30.06.2024 47:08
Podcast : Anything And Everything (LS 26 · TOP 10% what is this? ) Episode : Mastering An Entrepreneurial Mindset With Thinking Tools And Coaching Pub date : 2024-06-25 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In this episode, Jeffrey and Dan explore the world of thinking tools and the framework that helps entrepreneurs think strategically....
062: James Conole - How a Financial Advisor Used YouTube to Generate $400M+ of AUM 03.06.2024 1:07:45
Podcast : Do Business. Do Life. — The Financial Advisor Podcast — DBDL (LS 49 · TOP 0.5% what is this? ) Episode : 062: James Conole - How a Financial Advisor Used YouTube to Generate $400M+ of AUM Pub date : 2024-05-01 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Today, I’m talking with James Conole, a financial advisor and the founder of Root...
Meir Statman: Balancing Wealth and Wellbeing 03.06.2024 25:41
Podcast : Enterprising Investor (LS 43 · TOP 1.5% what is this? ) Episode : Meir Statman: Balancing Wealth and Wellbeing Pub date : 2024-04-15 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization This episode of Enterprising Investor features Dr. Meir Statman discussing the role of money in happiness and how mindset can impact investing success. Dr. Sta...
Episode 303 - Scott Galloway: The Algebra of Wealth 03.06.2024 1:06:31
Podcast : The Rational Reminder Podcast (LS 58 · TOP 0.5% what is this? ) Episode : Episode 303 - Scott Galloway: The Algebra of Wealth Pub date : 2024-05-02 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization What is the role of luck in financial success? And how can we make decisions that will put us in the best possible position to experience long-t...
When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139 03.06.2024 30:08
Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139 Pub date : 2024-05-30 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In our 139th episode of Kitces & Carl, Michael Kitces and client communication expert C...
45 - TRAP Live! 03.06.2024 1:52:31
Podcast : TRAP: The Real Adviser Podcast (LS 46 · TOP 1% what is this? ) Episode : 45 - TRAP Live! Pub date : 2024-05-23 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization TRAP Live! This is a TRAP episode recorded on 9th May 2024 in front of 140 adoring TRAPists at Lola's , the louche, loose, slightly dangerous bar in the underground caverns of...
42 - Clients or Customers? 01.05.2024 1:20:12
Podcast : TRAP: The Real Adviser Podcast (LS 46 · TOP 1% what is this? ) Episode : 42 - Clients or Customers? Pub date : 2024-03-28 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization TRAP LIVE IS HAPPENING ON 9th MAY 2024. BUY TICKETS HERE: www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical issues, including Finis...
Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135 01.05.2024 30:35
Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135 Pub date : 2024-04-04 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In our 135th episode of Kitces &...
Born a Billionaire: How to Avoid Wealth Robbing Your Kids of Purposeful Lives 01.05.2024 43:46
Podcast : Moneywise (LS 54 · TOP 0.5% what is this? ) Episode : Born a Billionaire: How to Avoid Wealth Robbing Your Kids of Purposeful Lives Pub date : 2024-04-30 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Being born rich sounds like a dream, but it’s almost like being born at the finish line, with no race left to run. If we’ve learned anythi...
Episode 299: The Most Important Lessons in Investing 01.05.2024 1:23:25
Podcast : The Rational Reminder Podcast (LS 58 · TOP 0.5% what is this? ) Episode : Episode 299: The Most Important Lessons in Investing Pub date : 2024-04-04 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In this episode, we unpack key tenants of investing and the quality of financial advice in Canada's banking industry. In our conversation, we p...
Just Stop Talking 01.05.2024 31:12
Podcast : 2Bobs—with David C. Baker and Blair Enns (LS 50 · TOP 0.5% what is this? ) Episode : Just Stop Talking Pub date : 2024-04-10 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization The fact that sales people tend to talk too much is nothing new, but Blair has observed in recent client work just how profound of an effect this pervasive problem has...
Ep 80: Passing the Torch - Exploring Internal Succession Triumphs with Nik Marsh 02.04.2024 52:24
Podcast : Adviser 3.0: The Podcast Episode : Ep 80: Passing the Torch - Exploring Internal Succession Triumphs with Nik Marsh Pub date : 2024-03-27 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Nik Marsh, the managing director of Ashlea Financial Planning, shares his journey of transitioning from a career in high finance to financial planning and naviga...
057: Arthur Brooks - The Science of Happiness and Helping Retirees Find Passion & Purpose 02.04.2024 1:00:56
Podcast : Do Business. Do Life. — The Financial Advisor Podcast — DBDL (LS 49 · TOP 0.5% what is this? ) Episode : 057: Arthur Brooks - The Science of Happiness and Helping Retirees Find Passion & Purpose Pub date : 2024-03-27 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Today, I’m joined by a very special guest, Arthur Brooks, to discuss a very...
Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133 02.04.2024 33:57
Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133 Pub date : 2024-03-07 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In our 133rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl R...
Philip Courtenay - Humans and Money: Exploring the Relationship Between Emotions and Financial Choices 02.04.2024 47:26
Podcast : Standard Deviations with Dr. Daniel Crosby (LS 48 · TOP 1% what is this? ) Episode : Philip Courtenay - Humans and Money: Exploring the Relationship Between Emotions and Financial Choices Pub date : 2024-03-21 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Tune in to hear: What did Philip’s research on the drivers of financial advice see...
The Dichotomy of the Expert Salesperson 02.04.2024 23:51
Podcast : 2Bobs—with David C. Baker and Blair Enns (LS 50 · TOP 0.5% what is this? ) Episode : The Dichotomy of the Expert Salesperson Pub date : 2024-03-13 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization As Blair is finishing his new book that drops later this year, he comes to the realization that pretty much everything he does comes down to the...
#719: Walk & Talk with Greg McKeown — How to Find Your Purpose and Master Essentialism in 2024 01.03.2024 1:48:42
Podcast : The Tim Ferriss Show (LS 81 · TOP 0.01% what is this? ) Episode : #719: Walk & Talk with Greg McKeown — How to Find Your Purpose and Master Essentialism in 2024 Pub date : 2024-01-31 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Brought to you by AG1 all-in-one nutritional supplement, Helix Sleep premium mattresses, an...
Episode 290 - Morgan Housel: Same as Ever 01.03.2024 1:07:53
Podcast : The Rational Reminder Podcast (LS 58 · TOP 0.5% what is this? ) Episode : Episode 290 - Morgan Housel: Same as Ever Pub date : 2024-02-01 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In this episode, we are joined, for the third time, by renowned author and commentator Morgan Housel. Many of you are familiar with Morgan's bestseller, T...
What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132 01.03.2024 28:08
Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132 Pub date : 2024-02-22 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In our 132nd episode of Kitces & Carl, Michael Kitces and client commu...
Ep 373: Transitioning To Launch A New RIA By Taking On Passive Investors For Startup Capital With Ben Hockema 01.03.2024 1:28:14
Podcast : Financial Advisor Success (LS 56 · TOP 0.5% what is this? ) Episode : Ep 373: Transitioning To Launch A New RIA By Taking On Passive Investors For Startup Capital With Ben Hockema Pub date : 2024-02-20 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Ben Hockema is the Founder of Illuminate Wealth Management, an RIA based out of Illinois t...
Become A Better Writer In 60 Minutes (Masterclass) 01.03.2024 58:53
Podcast : My First Million (LS 67 · TOP 0.05% what is this? ) Episode : Become A Better Writer In 60 Minutes (Masterclass) Pub date : 2024-02-19 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Episode 552: Shaan Puri (https://twitter.com/ShaanVP) and Sam Parr ( https://twitter.com/theSamParr ) teach the 3-step writing framework that helped them bui...
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