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
4 - The Ideal Client Profile 01.11.2022 1:04:27
Podcast : TRAP: The Real Adviser Podcast (LS 46 · TOP 1% what is this? ) Episode : 4 - The Ideal Client Profile Pub date : 2022-10-14 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization In this latest pile of TRAP, the chaps discuss Andy leads off with a recap of the annual CISI shindig in Liverpool and a discussion on what are the aspects of the ideal...
How To Communicate Your Value To Clients [Episode 172] 01.11.2022 32:07
Podcast : The Perfect RIA (LS 51 · TOP 0.5% what is this? ) Episode : How To Communicate Your Value To Clients [Episode 172] Pub date : 2022-10-03 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Every advisor knows that they need to be meeting with clients regularly, but most of them don't know what to say in a client meeting. If you are still havi...
Madhavan Ramanujam - How to Price Products - [Invest Like the Best, EP.298] 01.11.2022 59:00
Podcast : Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this? ) Episode : Madhavan Ramanujam - How to Price Products - [Invest Like the Best, EP.298] Pub date : 2022-10-11 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization My guest today is Madhavan Ramanujam . Madhavan quite literally wrote the book on how to price produc...
Ep227: The 50-Minute Marketing Sprint 01.11.2022 1:01:46
Podcast : More Cheese Less Whiskers (LS 39 · TOP 2% what is this? ) Episode : Ep227: The 50-Minute Marketing Sprint Pub date : 2022-10-30 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Today on the More Cheese Less Whiskers Podcast, I want to introduce you to the idea of a 50-Minute Marketing Sprint. The process I would use if I were coming into y...
The Best Mindset When Meeting New People 02.10.2022 10:46
Podcast : Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters (LS 45 · TOP 1% what is this? ) Episode : The Best Mindset When Meeting New People Pub date : 2022-08-31 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 . Whenever Dan Sullivan meets someone ne...
Reid Hoffman: Better Decisions, Fewer Mistakes 02.10.2022 56:03
Podcast : The Knowledge Project (LS 69 · TOP 0.05% what is this? ) Episode : Reid Hoffman: Better Decisions, Fewer Mistakes Pub date : 2022-09-20 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Few figures have shaped the way we think about business over the past 20 years more than Reid Hoffman. The co-founder of LinkedIn and former PayPal executiv...
David Senra - Passion & Pain - [Invest Like the Best, EP.292] 02.10.2022 1:25:34
Podcast : Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this? ) Episode : David Senra - Passion & Pain - [Invest Like the Best, EP.292] Pub date : 2022-08-30 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization My guest today is David Senra . David has studied history’s great founders and entrepreneurs in more depth than any...
Building Your Advisor Marketing Content By Packaging Your Client Wisdom: Kitces & Carl Ep 95 02.10.2022 39:07
Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Building Your Advisor Marketing Content By Packaging Your Client Wisdom: Kitces & Carl Ep 95 Pub date : 2022-09-22 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization The podcast and artwork embedded on this page are from Michael Kitces, MSFS, MT...
Ep 300: The Evolution Of The Advice Business At Scale And The True Power Of Brand With Joe Duran 02.10.2022 1:37:11
Podcast : Financial Advisor Success (LS 56 · TOP 0.5% what is this? ) Episode : Ep 300: The Evolution Of The Advice Business At Scale And The True Power Of Brand With Joe Duran Pub date : 2022-09-27 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Joe Duran is a Partner and Head of Goldman Sachs Personal Financial Management, a national wealth manag...
Gary Klein: Insights For Making Better Decisions 01.09.2022 1:29:55
Podcast : The Knowledge Project (LS 69 · TOP 0.05% what is this? ) Episode : Gary Klein: Insights For Making Better Decisions Pub date : 2022-08-09 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization My guest today is celebrated research psychologist Gary Klein who has spent nearly 50 years studying how and why people make the decisions they do. We dis...
Paul Craven & Rory Sutherland on Magic & Alchemy 01.09.2022 1:00:09
Podcast : The Human Risk Podcast (LS 38 · TOP 2% what is this? ) Episode : Paul Craven & Rory Sutherland on Magic & Alchemy Pub date : 2022-08-26 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization What do Magic and Alchemy have to do with human decision-making? This episode — the 200th! — is the second part of a discussion with Paul Craven and Rory Su...
58: The Advisor’s Guide To Money And Behavior with Dr. Brad Klontz 01.09.2022 1:39:11
Podcast : The Human Side of Money (LS 43 · TOP 1% what is this? ) Episode : 58: The Advisor’s Guide To Money And Behavior with Dr. Brad Klontz Pub date : 2022-08-31 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Whether you’ve been an advisor for four days or four decades, you know that your client’s success has just as much to do with their mind...
Ep 296: Unblocking Clients Who Keep Not Implementing By Exploring Their Financial Psychology with Ed Coambs 01.09.2022 1:34:49
Podcast : Financial Advisor Success (LS 56 · TOP 0.5% what is this? ) Episode : Ep 296: Unblocking Clients Who Keep Not Implementing By Exploring Their Financial Psychology with Ed Coambs Pub date : 2022-08-30 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Ed Coambs is the founder of Healthy Love & Money, a financial therapy practice based out of...
056: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable Momentum 01.09.2022 38:45
Podcast : The Efficient Advisor: Tactical Business Advice for Financial Planners (LS 43 · TOP 1.5% what is this? ) Episode : 056: Build Your Dream Business in 10 Minutes a Day - A Strategy To Build Crazy Unstoppable Momentum Pub date : 2022-08-30 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Have you ever "cleared a whole day" or a big...
Episode 047: Michael Kitces and Nicole Boyson on the Investment Adviser Industry, host Rick Ferri 01.08.2022 59:43
Podcast : Bogleheads On Investing Podcast (LS 52 · TOP 0.5% what is this? ) Episode : Episode 047: Michael Kitces and Nicole Boyson on the Investment Adviser Industry, host Rick Ferri Pub date : 2022-06-30 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Episode #47 features two guests who discuss the evolution in the investment adviser industry ove...
Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91 01.08.2022 40:17
Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91 Pub date : 2022-07-28 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization The podcast and artwork embedded on this page are from Michael Kitces, MSFS, MTA...
EVERYONE Charges A Premium Fee [Episode 161] 01.08.2022 30:26
Podcast : The Perfect RIA (LS 51 · TOP 0.5% what is this? ) Episode : EVERYONE Charges A Premium Fee [Episode 161] Pub date : 2022-07-18 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Could cognitive biases be the reason that you are stuck or stagnating? In this episode, Matthew and Micah share insight on how to step back and understand what is he...
The Art and Science of a High-Performing Advisor Website 01.08.2022 48:26
Podcast : Barron's Advisor (LS 42 · TOP 1.5% what is this? ) Episode : The Art and Science of a High-Performing Advisor Website Pub date : 2022-07-19 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Andy Crestodina, Orbit Media co-founder, has built more than 1,000 websites. He lays out what it takes to design one that attracts and converts the righ...
Samantha Lamas - Mastering Simplicity: The Art of Simplifying Complexity 01.08.2022 32:38
Podcast : Standard Deviations with Dr. Daniel Crosby (LS 48 · TOP 1% what is this? ) Episode : Samantha Lamas - Mastering Simplicity: The Art of Simplifying Complexity Pub date : 2022-07-28 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Tune in to hear: - Why is it often complicated to offer a simple and elegant solution for the common behavioral...
David Chilton — The Wealthy Barber (EP.111) 28.06.2022 1:16:33
Podcast : Infinite Loops (LS 48 · TOP 1% what is this? ) Episode : David Chilton — The Wealthy Barber (EP.111) Pub date : 2022-06-23 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Dave Chilton is a Canadian author, investor, and a venture capitalist who has appeared on television in the Canadian version of Dragons' Den. In 1989, he released his bo...
#486 - Gurwinder Bhogal - 14 Mental Models To Understand Human Nature 28.06.2022 1:33:07
Podcast : Modern Wisdom (LS 71 · TOP 0.05% what is this? ) Episode : #486 - Gurwinder Bhogal - 14 Mental Models To Understand Human Nature Pub date : 2022-06-13 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Gurwinder Bhogal is a programmer and a writer. Gurwinder is one of my favourite Twitter follows. He’s written another monstrous thread explor...
The Emotional Journey of Buying and Selling 28.06.2022 33:41
Podcast : 2Bobs—with David C. Baker and Blair Enns (LS 50 · TOP 0.5% what is this? ) Episode : The Emotional Journey of Buying and Selling Pub date : 2022-06-22 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization When someone makes Prospect Theory generalizations—saying that buyers either over-weight gains or over-weight losses—Blair wants us to rememb...
Doing What Works [Episode 155] 28.06.2022 27:46
Podcast : The Perfect RIA (LS 51 · TOP 0.5% what is this? ) Episode : Doing What Works [Episode 155] Pub date : 2022-06-06 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Today Matthew and Micah are joined by Brian Skinner to debrief after the recent mastermind and discuss important things they learned, including what worked—and what didn't work. T...
53: The Psychology of Decision-Making in Financial Planning with Hal Hershfield 28.06.2022 1:06:33
Podcast : The Human Side of Money (LS 43 · TOP 1% what is this? ) Episode : 53: The Psychology of Decision-Making in Financial Planning with Hal Hershfield Pub date : 2022-06-22 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization It’s the most storied rivalry in finance. The current self versus the future self. The very nature of financial planning wor...
Luke Burgis: The Power of Mimetic Desire 01.06.2022 2:14:32
Podcast : The Knowledge Project (LS 69 · TOP 0.05% what is this? ) Episode : Luke Burgis: The Power of Mimetic Desire Pub date : 2022-05-31 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Is there really a straight line between you and the things you want in life? Entrepreneur and educator Luke Burgis goes deep on how understanding mimetic desire c...
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