HUM Curated Podcasts

Podcast : The Long View (LS 56 · TOP 0.5% what is this? ) Episode : Jason Zweig: Temperament Is Everything for Most Investors Pub date : 2021-06-29 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Our guest on the podcast this week is The   Wall Street Journal columnist and author Jason Zweig. Jason became a personal finance columnist for The Wall S...

Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 64 Pub date : 2021-07-15 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 : Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this? ) Episode : Balaji Srinivasan - Optimizing Your Inputs - [Invest Like the Best, EP. 233] Pub date : 2021-07-06 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization My guest today is Balaji Srinivasan , a serial entrepreneur and angel investor. Balaji is known to c...

Podcast : Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this? ) Episode : How Dependable Processes Aid Growth With Daniel Hannoush Pub date : 2021-06-22 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Daniel Hannoush, CEO of Pandowealth, had a problem. His niche firm was growing so fast they didn't...

Podcast : The Behaviour Business Podcast Episode : The Behaviour Business Episode 13 - What Your Consumers Want and Cant Tell You with Melina Palmer Pub date : 2021-06-06 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization We continue season 2 of The Behaviour Business podcast with a fascinating chat with behavioural economics expert Melina Palmer, author of...

Podcast : Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this? ) Episode : Howard Marks - Embracing the Psychology of Investing - [Invest Like the Best, EP. 231] Pub date : 2021-06-22 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization My guest today is Howard Marks , co-founder of Oaktree Capital, a leading investment manag...

Podcast : You're a Financial Planner, Now What? (LS 37 · TOP 2.5% what is this? ) Episode : The Essential Skills of Behavioral Finance Pub date : 2021-06-22 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Brendan Frazier is the founder of Wired Planning and The Human Side of Money Podcast. He sat down with Hannah Moore, CFP®, to discuss the controv...

Podcast : Gaining Perspective (LS 31 · TOP 5% what is this? ) Episode : How to Improve the Virtual Client Meeting Experience Pub date : 2021-05-12 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization My guest today, Ryan Sullivan, has written that, in crisis moments, the “pros” are “active.” If a client hasn’t called you, don’t assume they are not conce...

Podcast : Masters in Business (LS 65 · TOP 0.05% what is this? ) Episode : Daniel Kahneman on Behavioral Economics (Podcast) Pub date : 2021-05-14 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Bloomberg Opinion columnist Barry Ritholtz speaks with behavioral economics expert Daniel Kahneman, who wrote the bestselling book "Thinking, Fast and Slow...

Podcast : The Human Side of Money (LS 43 · TOP 1% what is this? ) Episode : 23: The Best Question To Ask Prospects In A First Meeting Pub date : 2021-05-19 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Research shows asking great questions builds trust, establishes likability and uncovers valuable information. Which is why asking great questions...

Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : The Training That Service Advisors Need To Get To The Next Level: Kitces & Carl Ep 60 Pub date : 2021-05-20 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 : Financial Advisor Success (LS 56 · TOP 0.5% what is this? ) Episode : Ep 230: Showing Financial Planning Value As An AUM Advisor By Focusing The Conversation with Dan Moisand Pub date : 2021-05-25 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Dan Moisand is the Principal of Moisand Fitzgerald Tamayo, a fee-only RIA based out of Melbourn...

Podcast : The Human Side of Money (LS 43 · TOP 1% what is this? ) Episode : 20: George Kinder | The Future of Financial Planning is Life Planning Pub date : 2021-04-14 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Financial planning without any regard for the person’s dreams, values, and life they want to live is nothing more than numbers on pape...

Podcast : Be Advised with Brad Swineheart (LS 25 · TOP 10% what is this? ) Episode : Episode 21 – Focusing on The Problem, Not The Solution — with Guest Adam Cmejla, CFP® Pub date : 2021-04-14 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Are you an advisor with an existing waiting list for new clients? If not, you’ll love this episode as Brad Sw...

Podcast : Top Advisor Marketing Podcast (LS 36 · TOP 2.5% what is this? ) Episode : Episode 294 – Is Selling Even Necessary Anymore? Pub date : 2021-04-20 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Your prospects will usually make their final purchasing decision when you’re not around.  People want to buy your services. What they don’t want is...

Podcast : Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this? ) Episode : Jesse Walden - A Primer on NFTs - [Invest Like the Best, EP. 218] Pub date : 2021-03-23 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization My guest today is Jesse Walden, the founder of Variant, an early-stage venture firm investing in crypto network...

Podcast : The Knowledge Project (LS 69 · TOP 0.05% what is this? ) Episode : #105 Seth Godin: Failing On Our Way To Mastery Pub date : 2021-02-23 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Seth Godin is the author of 20 bestselling books, founder of altMBA, the Akimbo podcast and runs one of the most popular blogs in the world. Seth and Shane...

Podcast : Standard Deviations with Dr. Daniel Crosby (LS 48 · TOP 1% what is this? ) Episode : Nathan Astle - Building Trust and Support: The Power of Empathy in Advisory Practices Pub date : 2021-03-16 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Nathan Astle is the founder of Relational Money LLC where he offers training to financial advisors...

Podcast : Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this? ) Episode : Implementing A Waiting List Or Just Referring Clients Out: Kitces & Carl Ep 55 Pub date : 2021-03-11 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 Ca...

Podcast : The Perfect RIA (LS 51 · TOP 0.5% what is this? ) Episode : How Do I Deliver Massive Value? [Episode 105] Pub date : 2021-03-01 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization If you're dealing with the head trash around delivering something truly valuable for clients, or you're concerned about whether you're doing what you need to do qua...

Podcast : Model FA Podcast (LS 36 · TOP 2.5% what is this? ) Episode : Dan Solin on The Art & Science of Creating Meaningful Business Relationships Pub date : 2021-03-16 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Dan Solin is the President of Evidence Based Advisor Marketing and Solin Strategic, LLC. He helps advisors around the world connect...

Podcast : The Perfect RIA (LS 51 · TOP 0.5% what is this? ) Episode : Why Is the Fee Conversation SO Hard!? [Episode 104] Pub date : 2021-02-15 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Listen: Most of us will never—ever—win the fee game against the large national firms—not when they have the economies of scale to have the lowest fees. So sto...

Podcast : Financial Advisor Success (LS 56 · TOP 0.5% what is this? ) Episode : Ep 216: The Financial Advisor As Curator And Redefining The Value Of Financial Expertise with Jason Zweig Pub date : 2021-02-16 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Jason Zweig is a financial journalist who not only wrote one of the first books on behavioral...

Podcast : Inside Strategic Coach: Connecting Entrepreneurs With What Really Matters (LS 45 · TOP 1% what is this? ) Episode : Who Entrepreneurs Should Be Paying Attention To Pub date : 2021-02-24 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization It’s important for entrepreneurs to pay attention to people outside their company, but which ones are best...

Podcast : Top Advisor Marketing Podcast (LS 36 · TOP 2.5% what is this? ) Episode : Episode 285 – How To Turn a Podcast Into Your Main Source of New Business –– With Taylor Schulte Pub date : 2021-02-16 Get Podcast Transcript → powered by Listen411 - fast audio-to-text and summarization Ten clients hired Taylor Schulte’s financial firm directly from his podcast last year, generating a...