Andy Hart / Listen Notes

HUM Curated Podcasts

Business EN ↓ 242 episodes

A curated podcast feed for behavioural financial advisers.

Author

Andy Hart / Listen Notes

Category

Business

Podcast website

feeds.listennotes.com

Latest episode

May 1, 2025

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Episodes

Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130 01.02.2024

Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130 Pub date : 2024-01-25 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In our 130th episode of Kitces & Carl, Michael Kitces and client communication exper...

Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, EP.352] 01.02.2024

Podcast : Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this? ) Episode : Brad Jacobs - Think Big and Move Fast - [Invest Like the Best, EP.352] Pub date : 2023-11-14 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization My guest today is Brad Jacobs . Brad’s resumé is remarkable. He has founded seven companies, all of which...

Tony Robbins Changes My Life (48 Minute Coaching Session) 01.02.2024

Podcast : My First Million (LS 67 · TOP 0.05% what is this? ) Episode : Tony Robbins Changes My Life (48 Minute Coaching Session) Pub date : 2024-01-22 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Episode 542: Shaan Puri ( https://twitter.com/ShaanVP ) talks to Tony Robbins, the #1 life and performance coach in the world. Tony has built a $7 bil...

Episode 289 - Retiring Retirement Income Myths with the Retirement Income Dream Team 01.02.2024

Podcast : The Rational Reminder Podcast (LS 58 · TOP 0.5% what is this? ) Episode : Episode 289 - Retiring Retirement Income Myths with the Retirement Income Dream Team Pub date : 2024-01-25 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Does the 4% rule still work? In this episode, we welcome three esteemed experts to counter a recent controversi...

Ep 370: Leveraging Google Reviews To Generate Inbound Local Prospects with Tim Goodwin 01.02.2024

Podcast : Financial Advisor Success (LS 56 · TOP 0.5% what is this? ) Episode : Ep 370: Leveraging Google Reviews To Generate Inbound Local Prospects with Tim Goodwin Pub date : 2024-01-30 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Tim Goodwin is the founder of Goodwin Investment Advisory, an RIA based out of Georgia that oversees $275 million...

5 (Critical) Improvements We Made to Our Client Meeting Process 09.01.2024

Podcast : Experiments in Advisor Marketing (LS 43 · TOP 1.5% what is this? ) Episode : 5 (Critical) Improvements We Made to Our Client Meeting Process Pub date : 2023-12-06 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Last chance!!! The Kitces Financial Planning Value Summit (100% virtual) is TOMORROW. 👉 Click here to learn more and join 1,000+...

Ep 366: Avoiding The "Big Swap" Of Wealth And Health As Your Advisory Firm Grows with Stevyn Guinnip 09.01.2024

Podcast : Financial Advisor Success (LS 56 · TOP 0.5% what is this? ) Episode : Ep 366: Avoiding The "Big Swap" Of Wealth And Health As Your Advisory Firm Grows with Stevyn Guinnip Pub date : 2024-01-02 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Stevyn Guinnip is the founder of Grow Wellthy, a health and wellness consulting firm based out of M...

Dan Haylett: Retirement Planning = Life Planning 09.01.2024

Podcast : The Long View (LS 56 · TOP 0.5% what is this? ) Episode : Dan Haylett: Retirement Planning = Life Planning Pub date : 2023-12-05 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Our guest on the podcast today is Dan Haylett. Dan is a financial planner and head of growth for TFP Financial Planning based in the United Kingdom. Dan focuses on...

A Conversation with Charlie Munger & John Collison - [Invest Like the Best, EP.355] 09.01.2024

Podcast : Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this? ) Episode : A Conversation with Charlie Munger & John Collison - [Invest Like the Best, EP.355] Pub date : 2023-12-05 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Today, we’re releasing a conversation between John Collison and Charlie Munger. We've had thi...

33 - Revolutionise Your Referrals 29.11.2023

Podcast : TRAP: The Real Adviser Podcast (LS 46 · TOP 1% what is this? ) Episode : 33 - Revolutionise Your Referrals Pub date : 2023-11-23 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 a recap of HUM, hitting 500 YT subscribers, final call for the Irish Ideas Exchange, C...

Episode 280: Shane Parrish: Clear Thinking in Everyday Life 29.11.2023

Podcast : The Rational Reminder Podcast (LS 58 · TOP 0.5% what is this? ) Episode : Episode 280: Shane Parrish: Clear Thinking in Everyday Life Pub date : 2023-11-23 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In this episode, we delve into the complexity of navigating life's challenges, taking risks, fostering self-confidence, and honing probl...

038: Jordan Rigi - Building a Business for Unlimited Growth, Freedom & Joy 29.11.2023

Podcast : Do Business. Do Life. — The Financial Advisor Podcast — DBDL (LS 49 · TOP 0.5% what is this? ) Episode : 038: Jordan Rigi - Building a Business for Unlimited Growth, Freedom & Joy Pub date : 2023-11-15 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Today, I’m sitting down with one of our own, Triad’s Head of New Member Outreach, Jordan R...

156: An Exercise That Will Free Up More Time and Increase Impact 29.11.2023

Podcast : The Efficient Advisor: Tactical Business Advice for Financial Planners (LS 43 · TOP 1.5% what is this? ) Episode : 156: An Exercise That Will Free Up More Time and Increase Impact Pub date : 2023-11-28 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization About 10 years ago I conducted this experiment in my business. It's an atypical exerc...

Ep 72: How to solve the scale problem (in financial planning businesses) with Brett Davidson 29.11.2023

Podcast : Adviser 3.0: The Podcast Episode : Ep 72: How to solve the scale problem (in financial planning businesses) with Brett Davidson Pub date : 2023-11-24 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Join us on an exciting journey in this podcast episode, as Abraham Okusanya delves into Brett Davidson's groundbreaking whitepaper, 'How To Solve The...

#702: Morgan Housel — Contrarian Money and Writing Advice, Three Simple Goals to Guide Your Life, Journaling Prompts, Choosing the Right Game to Play, Must-Read Books, and More 01.11.2023

Podcast : The Tim Ferriss Show (LS 81 · TOP 0.01% what is this? ) Episode : #702: Morgan Housel — Contrarian Money and Writing Advice, Three Simple Goals to Guide Your Life, Journaling Prompts, Choosing the Right Game to Play, Must-Read Books, and More Pub date : 2023-10-31 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Brought to you by Cometeer...

148: Five Strategies I Used to Work 25 Hours a Week 01.11.2023

Podcast : The Efficient Advisor: Tactical Business Advice for Financial Planners (LS 43 · TOP 1.5% what is this? ) Episode : 148: Five Strategies I Used to Work 25 Hours a Week Pub date : 2023-10-31 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization If you could cut your work week from 80 hours down to 25 without sacrificing revenue and maintaining yo...

266. Habit Audits 01.11.2023

Podcast : The Long and The Short Of It (LS 46 · TOP 1% what is this? ) Episode : 266. Habit Audits Pub date : 2023-10-31 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Building on ideas from previous episodes, Jen and Pete dive in to how they might take an audit of their current habits, and noodle on what that audit might teach them. Specifically,...

31 - Taking THAT Fork In The Road 01.11.2023

Podcast : TRAP: The Real Adviser Podcast (LS 46 · TOP 1% what is this? ) Episode : 31 - Taking THAT Fork In The Road Pub date : 2023-10-26 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 SJP swallowing Consumer Duty, NextWealth IFA report, M&G closing its property fu...

Aswath Damodaran - Making Sense of the Market Pt. 2 - [Invest Like the Best, EP.349] 01.11.2023

Podcast : Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this? ) Episode : Aswath Damodaran - Making Sense of the Market Pt. 2 - [Invest Like the Best, EP.349] Pub date : 2023-10-24 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Today’s guest is Aswath Damodaran , who is joining us for a second time on Invest Like the B...

Why the Status Quo Is a Threat to Your RIA with Matt Reiner 02.10.2023

Podcast : Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this? ) Episode : Why the Status Quo Is a Threat to Your RIA with Matt Reiner Pub date : 2023-09-19 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization When making decisions, we lean towards the familiar. It's in our nature as change often seems to...

29 - Invest Like Norwegians Would 02.10.2023

Podcast : TRAP: The Real Adviser Podcast (LS 46 · TOP 1% what is this? ) Episode : 29 - Invest Like Norwegians Would Pub date : 2023-09-28 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 Rugby World Cup updates, Messrs Smith & Hart recap HUM Cape Town, AIM investing wo...

My Investments Are Bigger Than Yours [Episode 223] 02.10.2023

Podcast : The Perfect RIA (LS 51 · TOP 0.5% what is this? ) Episode : My Investments Are Bigger Than Yours [Episode 223] Pub date : 2023-09-25 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In a departure from their usual topics, Matt and Micah are shedding light on one of the least discussed subjects within their office with clients and prospects...

Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121 02.10.2023

Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121 Pub date : 2023-09-21 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In our 121st episode of Kitces & Carl, Michael Kitces and clie...

David Senra - In Service of Founders - [Invest Like the Best, EP.343] 02.10.2023

Podcast : Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this? ) Episode : David Senra - In Service of Founders - [Invest Like the Best, EP.343] Pub date : 2023-09-12 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization My guest today is David Senra , the creator and host of Founders Podcast. With an incredible appetite for b...

Breathing Space 01.09.2023

Podcast : Alan Weiss's The Uncomfortable Truth® (LS 36 · TOP 2.5% what is this? ) Episode : Breathing Space Pub date : 2023-08-17 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization When we see an empty ballroom, or stadium, or theater, we can see unlimited possibilities if we have any creative juices at all. We can stage performances, meetings, athlet...

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