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
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Episodes
The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107 03.04.2023 39:59
Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107 Pub date : 2023-03-09 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In our 107th episode of Kitces & Carl, Michael Kitces and client communication ex...
10X Your Practice By Going Old School [Episode 197] 03.04.2023 29:23
Podcast : The Perfect RIA (LS 51 · TOP 0.5% what is this? ) Episode : 10X Your Practice By Going Old School [Episode 197] Pub date : 2023-03-27 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Do you assume that for someone successful that things just come easy to them, or do you realize that they're likely putting in the reps? On today's episode, M...
#295 I had dinner with Charlie Munger 03.04.2023 1:17:30
Podcast : Founders (LS 66 · TOP 0.05% what is this? ) Episode : #295 I had dinner with Charlie Munger Pub date : 2023-03-21 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization What I learned from having dinner with Charlie Munger and rereading The Tao of Charlie Munger . ---- Get access to the World’s Most Valuable Notebook for Founders at Founders Not...
235 Advanced Decisions 03.04.2023 21:48
Podcast : Business Strategy for CPA's (LS 37 · TOP 2.5% what is this? ) Episode : 235 Advanced Decisions Pub date : 2023-03-29 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 *Want one piece of busi...
The Math of Financial Planning (EP.239) 01.03.2023 1:02:21
Podcast : The Rational Reminder Podcast (LS 58 · TOP 0.5% what is this? ) Episode : The Math of Financial Planning (EP.239) Pub date : 2023-02-09 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization The concept of financial math is another foundational element of investing and good economic decision-making, and today we are carrying on the recent string...
What Is Too Much Value? [Episode 193] 01.03.2023 29:43
Podcast : The Perfect RIA (LS 51 · TOP 0.5% what is this? ) Episode : What Is Too Much Value? [Episode 193] Pub date : 2023-02-27 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization When you imagine value as a sledgehammer, does that seem positive or negative to you? On today's episode, Matt and Micah talk through what it means to deliver value and how...
Sharing 'Real' Examples Of Your Work To Show The Value Of Financial Planning: Kitces & Carl Ep 106 01.03.2023 26:05
Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Sharing 'Real' Examples Of Your Work To Show The Value Of Financial Planning: Kitces & Carl Ep 106 Pub date : 2023-02-23 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...
#592 - Richard Shotton - 8 Fascinating Psychological Biases 01.03.2023 1:37:32
Podcast : Modern Wisdom (LS 71 · TOP 0.05% what is this? ) Episode : #592 - Richard Shotton - 8 Fascinating Psychological Biases Pub date : 2023-02-20 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Richard Shotton is a behavioural scientist, Founder of Astroten and an author. This might not be news to you, but the human brain isn't designed to be...
#286 Warren Buffett and Charlie Munger 01.03.2023 1:10:44
Podcast : Founders (LS 66 · TOP 0.05% what is this? ) Episode : #286 Warren Buffett and Charlie Munger Pub date : 2023-01-16 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization What I learned from reading All I Want To Know Is Where I'm Going To Die So I'll Never Go There: Buffett & Munger – A Study in Simplicity and Uncommon, Common Sense by Peter...
What If You HAD To Double Your Productivity?!? [Episode 189] 31.01.2023 28:25
Podcast : The Perfect RIA (LS 51 · TOP 0.5% what is this? ) Episode : What If You HAD To Double Your Productivity?!? [Episode 189] Pub date : 2023-01-30 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization We all have the same 24 hours in a day. Because of this, we also have the opportunity to reset every single day to determine how to spend those hours...
#579 - Peter Diamandis - The Mindset Secrets Of Elite Performers 31.01.2023 57:15
Podcast : Modern Wisdom (LS 71 · TOP 0.05% what is this? ) Episode : #579 - Peter Diamandis - The Mindset Secrets Of Elite Performers Pub date : 2023-01-21 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Peter Diamandis is an engineer, physician, founder of the X Prize Foundation and cofounder of Singularity University. If you got rid of Elon Musk'...
093: 7 Processes Every Advisory Business Needs 31.01.2023 39:44
Podcast : The Efficient Advisor: Tactical Business Advice for Financial Planners (LS 43 · TOP 1.5% what is this? ) Episode : 093: 7 Processes Every Advisory Business Needs Pub date : 2023-01-24 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Almost every day I get an email or a message asking me "Libby, where do I even start in building out my...
Carolyn Coughlin: Become A Better Listener 31.01.2023 1:20:00
Podcast : The Knowledge Project (LS 69 · TOP 0.05% what is this? ) Episode : Carolyn Coughlin: Become A Better Listener Pub date : 2023-01-24 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Acclaimed executive coach and leadership development specialist Carolyn Coughlin calls on more than a decade of experience to help you become a better listener....
11 - How To Win Clients and Influence People PART ONE 31.01.2023 1:14:52
Podcast : TRAP: The Real Adviser Podcast (LS 46 · TOP 1% what is this? ) Episode : 11 - How To Win Clients and Influence People PART ONE Pub date : 2023-01-20 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 a Trappist Six Nations rugby shindig on 4th Feb - all Trappists we...
Ep 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort With Emily Rassam 08.01.2023 1:33:27
Podcast : Financial Advisor Success (LS 56 · TOP 0.5% what is this? ) Episode : Ep 312: Resetting Your Work/Life Balance By Getting Paid For Expertise Instead Of (Just) Effort With Emily Rassam Pub date : 2022-12-20 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Emily Rassam is the Senior Financial Planner for Archer Investment Management, a virtu...
Jeremiah Lowin: Explaining the New AI Paradigm - [Invest Like the Best, EP.307] 08.01.2023 1:03:01
Podcast : Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this? ) Episode : Jeremiah Lowin: Explaining the New AI Paradigm - [Invest Like the Best, EP.307] Pub date : 2022-12-13 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization My guest this week is Jeremiah Lowin . Jeremiah has been on the podcast a number of times over th...
#298: Justin Welsh – You Don't Need Scale To Be Happy 08.01.2023 1:14:25
Podcast : The Danny Miranda Podcast (LS 48 · TOP 1% what is this? ) Episode : #298: Justin Welsh – You Don't Need Scale To Be Happy Pub date : 2023-01-06 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Justin Welsh is an entrepreneur and writer. Over the last decade, Justin helped build two $50M+ ARR companies, teams of 150+ people, and raise over...
089: Everything You've Ever Wanted to Know About Charging for a PROSPECT Meeting with Jamie Shilanksi 08.01.2023 1:02:03
Podcast : The Efficient Advisor: Tactical Business Advice for Financial Planners (LS 43 · TOP 1.5% what is this? ) Episode : 089: Everything You've Ever Wanted to Know About Charging for a PROSPECT Meeting with Jamie Shilanksi Pub date : 2022-12-27 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization How do you feel about charging for a prospect meeting...
What Really Matters? 08.01.2023 53:28
Podcast : The Memo by Howard Marks (LS 53 · TOP 0.5% what is this? ) Episode : What Really Matters? Pub date : 2022-11-22 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In his latest memo, Howard Marks weaves together some of the themes he’s explored in 2022 to explain what he believes really matters in investing and what doesn’t. He discusse...
#558 - Tim Urban - How To Take Charge Of Your Life's Direction 01.12.2022 1:02:50
Podcast : Modern Wisdom (LS 71 · TOP 0.05% what is this? ) Episode : #558 - Tim Urban - How To Take Charge Of Your Life's Direction Pub date : 2022-11-28 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Tim Urban is one of the internet's most popular writers and the founder of Wait But Why. When we look to our past, many of us believe that we could...
201 Effortless Value 01.12.2022 29:03
Podcast : Business Strategy for CPA's (LS 37 · TOP 2.5% what is this? ) Episode : 201 Effortless Value Pub date : 2022-08-03 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Announcing the *NEW* Client Success Stories podcast : https://business-strategy-for-cpas-success-stories.transistor.fm/ 👆👆👆👆👆👆👆👆👆👆👆👆👆👆👆 There is vestigial thinki...
Give Your Clients A First-Class Experience, with Terry Pham 01.12.2022 20:59
Podcast : Multiplier Mindset® with Dan Sullivan (LS 44 · TOP 1% what is this? ) Episode : Give Your Clients A First-Class Experience, with Terry Pham Pub date : 2022-11-16 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Terry Pham has been an entrepreneur for 20 years, and this year, his bubble tea and mochi donuts business is becoming a franchise....
65: Four Pillars Of The Ultimate Discovery Meeting 01.12.2022 31:33
Podcast : The Human Side of Money (LS 43 · TOP 1% what is this? ) Episode : 65: Four Pillars Of The Ultimate Discovery Meeting Pub date : 2022-11-16 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization The discovery meeting is the single most important meeting for your clients and your practice. If you’re like most, you’ve probably looked up “the best q...
#278 Peter Thiel 01.12.2022 56:33
Podcast : Founders (LS 66 · TOP 0.05% what is this? ) Episode : #278 Peter Thiel Pub date : 2022-11-22 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization What I learned from rereading Zero to One: Notes on Startups, or How to Build the Future by Peter Thiel. ---- Get access to the World’s Most Valuable Notebook for Founders by investing in a subscript...
Negative Byproducts Of Success 01.11.2022 24:40
Podcast : Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters (LS 45 · TOP 1% what is this? ) Episode : Negative Byproducts Of Success Pub date : 2022-10-26 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Get the latest book by Dan Sullivan and Ben Hardy, 10x Is Easier Than 2x . It often happens that when an entrepreneur start...
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