HUM Curated Podcasts

Podcast : The Perfect RIA (LS 51 · TOP 0.5% what is this? ) Episode : Stop Talking Yourself Out Of The Sale! [Episode 154] Pub date : 2022-05-30 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization It's crucial to know when to stop talking. Today Matthew and Micah share how important it is to hear what the client has to say and why you may need to adjus...

Podcast : The Danny Miranda Podcast (LS 48 · TOP 1% what is this? ) Episode : #231: How To Ask Better Questions (ft. Dan Go) Pub date : 2022-05-23 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization I have recorded around 250 interviews in the past two years. Here's a distillation of what I've learned about how to conduct a better interview, ask better...

Podcast : The Memo by Howard Marks (LS 53 · TOP 0.5% what is this? ) Episode : Bull Market Rhymes Pub date : 2022-05-26 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Howard Marks’s latest memo explores recurring investment themes to contextualize the current market correction and the bull market that preceded it. He discusses the role played by f...

Podcast : The Human Side of Money (LS 43 · TOP 1% what is this? ) Episode : 50: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part II) Pub date : 2022-05-11 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization *This is Part II of the conversation. It’s a continuation of the previous episode (Episode 49)....

Podcast : Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this? ) Episode : Niches Are More than Just Marketing Pub date : 2022-03-29 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Looking for the right niche market for your business? The opportunity is exciting, but there is work to be done if you w...

Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : When The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83 Pub date : 2022-04-07 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, MTAX, CFP and Carl...

Podcast : The Diamond Podcast for Financial Advisors (LS 41 · TOP 1.5% what is this? ) Episode : Coach to the Advisor Elite: CEG’s John Bowen on What it Really Takes to Build a Blockbuster Business Pub date : 2022-04-07 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization A conversation with John Bowen, Founder & CEO of CEG Worldwide Overview What’s...

Podcast : The Perfect RIA (LS 51 · TOP 0.5% what is this? ) Episode : Show Me The Beef! [Episode 150] Pub date : 2022-05-02 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization As an advisor, you get the opportunity to transform someone's life in just one hour. But the key is to make sure you're spending that hour as wisely as possible. So today, Matthe...

Podcast : The Human Side of Money (LS 43 · TOP 1% what is this? ) Episode : 49: Leveraging The Superpower Of Questions To Create Connection And Clarity with Dr. Meghaan Lurtz (Part I) Pub date : 2022-04-27 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization For financial advisors and planners to do their job at the highest level requires the ability to...

Podcast : The Perfect RIA (LS 51 · TOP 0.5% what is this? ) Episode : Can I Get A Discount? [Episode 143] Pub date : 2022-03-14 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization All advisors and practice owners feel fear at some point. It's a natural part of growing your practice. And unless you are completely certain of the value you are providing t...

Podcast : Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this? ) Episode : Why "Financial Planning" Doesn't Describe Your Value Pub date : 2022-03-15 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Clients rely on you to ease some of their stress by taking on their financial jobs. You need to help th...

Podcast : The Tim Ferriss Show (LS 81 · TOP 0.01% what is this? ) Episode : #576: Morgan Housel — The Psychology of Money, Picking the Right Game, and the $6 Million Janitor Pub date : 2022-03-02 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Brought to you by Athletic Greens  all-in-one nutritional supplement,  Allform  premium, mo...

Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Increasing Client Touch Points With Asynchronous Client Meetings: Kitces & Carl Ep 81 Pub date : 2022-03-10 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, MTAX, CFP...

Podcast : Standard Deviations with Dr. Daniel Crosby (LS 48 · TOP 1% what is this? ) Episode : Dr. Meghaan Lurtz - The Empathic Future of Financial Advice: How Compassion is Revolutionizing Wealth Management Pub date : 2022-03-03 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Tune in to hear: - Of the “36 questions that lead to love,” what are a f...

Podcast : Financial Advisor Success (LS 56 · TOP 0.5% what is this? ) Episode : Ep 267: Making The Business 'Fun' Again By Focusing On Your Core And Outsourcing The Rest with Jared Siegel Pub date : 2022-02-08 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Jared Siegel is a Partner at Delap Wealth Advisory, a fee-only RIA based out of Portland tha...

Podcast : Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this? ) Episode : The 'Painless' First Meeting Theory Pub date : 2022-02-01 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization What if you could eliminate most of the pain of an initial plan? How much background would you need before you could del...

Podcast : The Memo by Howard Marks (LS 53 · TOP 0.5% what is this? ) Episode : Selling Out Pub date : 2022-01-13 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Howard Marks’s latest memo considers one of investing’s most fundamental questions: when to sell. Howard explains that it’s foolish to sell because prices are up and because they’re do...

Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Finding Your Future Specialization By Interviewing Your Current Clients: Kitces & Carl Ep 79 Pub date : 2022-02-10 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...

Podcast : Between Now and Success (LS 43 · TOP 1.5% what is this? ) Episode : Ric Edelman on How to Future Proof Your Practice Pub date : 2022-02-04 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Rapid advances in technology, generational change, Covid, financial upheaval, and distrust in institutions are upending the course of life…and financial...

Podcast : The Perfect RIA (LS 51 · TOP 0.5% what is this? ) Episode : Asking Questions That Matter For Estate Planning [Episode 137] Pub date : 2022-01-17 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization This industry is about so much more than simply offering financial help. It is about building honest connections and trust with your clients and en...

Podcast : Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this? ) Episode : Proving Your Advice Is Valuable With Sten Morgan Pub date : 2021-12-21 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Hustling for sales works for financial products, but as a planner—whose product is advice—you have to prove...

Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77 Pub date : 2022-01-13 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, MTAX, CFP and...

Podcast : Standard Deviations with Dr. Daniel Crosby (LS 48 · TOP 1% what is this? ) Episode : Brendan Frazier - Understanding the Fuel and Friction Model of Behavioral Finance Pub date : 2021-12-30 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Tune in to hear: - Behavioral Coaching is one of the most important things a financial professional can...

Podcast : The Human Side of Money (LS 43 · TOP 1% what is this? ) Episode : 41: How Financial Coaching Skills Enhance Communication, Connection, and Follow-Through with Saundra Davis Pub date : 2022-01-05 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Ever wondered why your clients and prospective clients have failed to take action on your advice...

Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74 Pub date : 2021-12-02 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization The podcast and artwork embedded on this page are from Michael Ki...