HUM Curated Podcasts

Podcast : Akimbo: A Podcast from Seth Godin (LS 64 · TOP 0.05% what is this? ) Episode : Money is a story Pub date : 2021-12-01 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Win a prize Akimbo is a weekly podcast created by Seth Godin. He's the bestselling author of 19 books and a long-time entrepreneur, freelancer and teacher. You can find out m...

Podcast : 2Bobs—with David C. Baker and Blair Enns (LS 50 · TOP 0.5% what is this? ) Episode : Ten Set Pieces Pub date : 2021-12-01 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Blair provides some modeling language in a sales context. While using scripts for a sales conversation is not advised, there are some "set piece" phrases that are handy t...

Podcast : The Business of Authority (youtube feed) (LS 41 · TOP 1.5% what is this? ) Episode : Selling Results Pub date : 2023-12-27 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Why a focus on outcomes naturally changes your sales conversations and how you think about delivery. How becoming the client yourself helps crystallize the importance of...

Podcast : The Human Side of Money (LS 43 · TOP 1% what is this? ) Episode : 40: Successfully Guiding Clients Through The Changes And Transitions Of Life with Susan Bradley Pub date : 2021-12-08 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization “When life changes, money changes. And when money changes, life changes.” – Susan Bradley Change and transit...

Podcast : Nudge (LS 52 · TOP 0.5% what is this? ) Episode : #33: The Psychology of Price | Part One Pub date : 2020-06-29 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Pricing a product isn't easy. We're reliant on out of date models and frameworks that don't reflect the real world. In today's show, with pricing expert Leigh Caldwell, we explain...

Podcast : The Human Side of Money (LS 43 · TOP 1% what is this? ) Episode : 38: A Framework For Understanding And Navigating The Dynamics Of Working With Couples with Ed Coambs Pub date : 2021-11-10 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization When financial advisors work with couples, it’s more than just navigating their finances. It means navi...

Podcast : Financial Advisor Marketing Podcast (LS 41 · TOP 1.5% what is this? ) Episode : Stop Asking Your Clients About Their Goals (With Carl Richards) Pub date : 2021-11-29 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization As a financial advisor, you help clients achieve their financial goals. So you first need to find out what their goals are. Bu...

Podcast : Financial Advisor Success (LS 56 · TOP 0.5% what is this? ) Episode : Ep 256: Living On The Cutting Edge Of Advisor Technology To Build A Better Client Experience with Vincent Barbera Pub date : 2021-11-23 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Vincent Barbera is the founder of Newbridge Wealth Management, an independent RIA base...

Podcast : Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this? ) Episode : Shifting from Client Meetings to Client Conversations Pub date : 2021-11-16 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Periodic calendared meetings allow you to deepen client relationships, but they are no longer the best...

Podcast : The Human Side of Money (LS 43 · TOP 1% what is this? ) Episode : 36: Integrating A Life Planning Approach In Your Practice with Scott Frank Pub date : 2021-10-13 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Imagine guiding your clients through a process of discovering what a meaningful, fulfilled life would look like and then providin...

Podcast : Experiments in Advisor Marketing (LS 43 · TOP 1.5% what is this? ) Episode : Step-By-Step: A Proven (and Simple!) Content Marketing Formula Every Advisor Can Use Pub date : 2021-10-14 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Today I'm joined by Carl Richards. I know...you've heard Carl speak dozens of times, read his books, and use...

Podcast : Model FA Podcast (LS 36 · TOP 2.5% what is this? ) Episode : The Guide is Not the Hero: Financial Advisors and the Power of Storytelling with Aaron Klein Pub date : 2021-10-19 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Aaron Klein is the co-founder and CEO of Riskalyze, the organization that invented the Risk Number, empowering the w...

Podcast : Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this? ) Episode : The Future of Planning Frameworks Pub date : 2021-10-19 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Investment management has driven our industry's tech innovations since the internet first gave us cash-based planning in t...

Podcast : Financial Advisor Success (LS 56 · TOP 0.5% what is this? ) Episode : Ep 252: Navigating The (Non-Linear) Growth Path To $100M Of AUM In Under 5 Years with Kyle Moore Pub date : 2021-10-26 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Kyle Moore is the founder of Quarry Hill Advisors, an RIA based out of St. Paul, Minnesota, that overse...

Podcast : The Human Side of Money (LS 43 · TOP 1% what is this? ) Episode : 34: Evidence-Based Methods To Seamlessly Convert Prospects Into Clients with Dan Solin Pub date : 2021-09-15 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization After five years of frustratingly inconsistent prospecting meetings, Dan Solin decided there had to be a better way....

Podcast : Financial Advisor Success (LS 56 · TOP 0.5% what is this? ) Episode : Ep 247: Systematizing How To 'Deliver Massive Value' To Charge What You're Really Worth with Matthew Jarvis Pub date : 2021-09-21 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Matthew Jarvis is the owner of Jarvis Financial, an RIA based out of Seattle that manages $2...

Podcast : Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this? ) Episode : The Rise of the "Financial Advicer" With Michael Kitces Pub date : 2021-09-14 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Depending on the advice you're after, you hire a personal trainer, or a lawyer, or a therapist … or...

Podcast : Creator Science with Jay Clouse (LS 53 · TOP 0.5% what is this? ) Episode : #73: Taylor Schulte – Creating a winning content marketing strategy for a professional services business Pub date : 2021-09-21 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Taylor Schulte is the founder of Define Financial, which manages over $120 million in ass...

Podcast : Ditching Hourly (LS 40 · TOP 1.5% what is this? ) Episode : Carl Richards - Making Stuff On Purpose Pub date : 2021-08-24 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Carl Richards of Behavior Gap joins me to talk about why it makes sense for him to sell his new book for $10,000. Talking Points The paradox of working in public every da...

Podcast : Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this? ) Episode : Tracking Client Progress and Milestones Pub date : 2021-08-24 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization As a fiduciary advisor, you put client needs first as you help them gain confidence in their plan. But how do they k...

Podcast : Gaining Perspective (LS 31 · TOP 5% what is this? ) Episode : The Trends Reshaping the Advisory Profession Pub date : 2021-08-23 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization My guest today, Stephanie Bogan, is here to talk about the key trends that will drive growth in the advisor profession over the next several years. We all know tha...

Podcast : The Perfect RIA (LS 51 · TOP 0.5% what is this? ) Episode : Being The Best [Episode 122] Pub date : 2021-08-16 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Hard work and persistence are incredibly important, but not as important as having that underlying belief that you are in control of your own destiny. So when you're delivering mass...

Podcast : Financial Advisor Success (LS 56 · TOP 0.5% what is this? ) Episode : Ep 241: Scripting A "Values-Based Financial Planning" Business Development Process with Bill Bachrach Pub date : 2021-08-10 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Bill Bachrach is the Chairman and CEO of AdvisorRoadMap, a platform that provides training and men...

Podcast : Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this? ) Episode : Are Numbers and Data Overwhelming Your Clients? Pub date : 2021-07-13 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization As an advisor, you have superior quantitative skills. Your understanding of finances is advanced well beyond...

Podcast : Between Now and Success (LS 43 · TOP 1.5% what is this? ) Episode : A Masterclass in Marketing with Patrick Brewer and Stephanie Bogan Pub date : 2021-07-12 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Guests: Patrick Brewer, CFA, CPA is the President & CMO at WealthSource, a full service national independent registered investment advi...