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Podcast: Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this?)
Episode: Boyd Varty - Becoming A Meaning Maker - [Invest Like the Best, EP.394]
Pub date: 2024-10-29
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powered by Listen411 - fast audio-to-text and summarizationMy guest today is Boyd Varty. Boyd is a lion tracker, life coach, and storyteller who grew up in the South African wilderness, living amongst and tracking wild leopards. This is his fourth time on Invest Like the Best but the first in six years. Boyd is a perfect follow-up to my episode with Lulu Meservey unpacking the intricacies of storytelling and why it's such an essential for founders. Boyd walks us through different mechanisms of cultivating storytelling and becoming a meaning-maker. He encourages everyone to become somebody who stories happen around and be a character who finds characters. We discuss his concept of “story hunting,” leveraging stories in business, and continuously finding new meaning in life. Please enjoy my discussion with Boyd Varty.
For the full show notes, transcript, and links to mentioned content, check out the episode page here.
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This episode is brought to you by Ramp. Ramp’s mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Ramp is the fastest growing FinTech company in history and it’s backed by more of my favorite past guests (at least 16 of them!) than probably any other company I’m aware of. It’s also notable that many best-in-class businesses use Ramp—companies like Airbnb, Anduril, and Shopify, as well as investors like Sequoia Capital and Vista Equity. They use Ramp to manage their spending, automate tedious financial processes, and reinvest saved dollars and hours into growth. At Colossus and Positive Sum, we use Ramp for exactly the same reason. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus.
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This episode is brought to you by Alphasense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. AlphaSense provides access to over 300 million premium documents, including company filings, earnings reports, press releases, and more from public and private companies. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegas help you make smarter decisions faster.
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Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @patrick_oshag | @JoinColossus
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes:
(00:00:00) Welcome to Invest Like the Best
(00:05:27) The Power of Storytelling
(00:06:08) Lessons from Safari Stories
(00:08:37) Finding Meaning and Purpose
(00:09:18) Becoming a Story Hunter
(00:13:27) The Role of Fear in Storytelling
(00:15:31) Crafting and Sharing Your Narrative
(00:17:04) Building a Strong Culture Through Stories
(00:23:42) The Importance of Storytelling in Business
(00:32:41) Meeting Chris Bacchus
(00:34:14) Living Authentically: Following Your Internal Pulls
(00:35:34) The Tension of Reinvention: Beyond Your Greatest Hits
(00:36:46) The Art of Self Reinvention
(00:39:49) Crafting a Great Story: Key Components
(00:41:45) Solitude and Self-Knowledge: The Path to Originality
(00:45:00) The Role of High Stakes in Finding Meaning
(00:47:49) The Endurance Hunt: A Journey with the Kalahari Bushmen
(00:52:56) Simplicity and Abundance: Lessons from the Bushmen
(00:54:37) Becoming a Character: Traits of Remarkable People
(00:59:35) Life's Work: Expressing Yourself in Service of Others
The podcast and artwork embedded on this page are from Colossus | Investing & Business Podcasts, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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Podcast: The Memo by Howard Marks (LS 52 · TOP 0.5% what is this?)
Episode: Ruminating on Asset Allocation
Pub date: 2024-10-22
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powered by Listen411 - fast audio-to-text and summarizationIn his latest memo, Howard Marks outlines the need to base asset allocation decisions around an established risk target. He describes the fundamental differences between ownership and debt, as well as the importance of finding the combination of the two that gets an investor’s portfolio to the desired position on the risk/return continuum. Finally, he expands on the increased utility of debt investments in today’s portfolios.
You can read the memo here (https://www.oaktreecapital.com/docs/default-source/default-document-library/ruminating-on-asset-allocation.pdf?sfvrsn=67775566_2).
The podcast and artwork embedded on this page are from Oaktree Capital Management, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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Podcast: The Efficient Advisor: Tactical Business Advice for Financial Planners (LS 41 · TOP 1.5% what is this?)
Episode: 230: The Client New Year's Letter You Need to Write Now!
Pub date: 2024-10-29
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powered by Listen411 - fast audio-to-text and summarizationToday, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year’s letter.
Really, Libby? A letter is going to make a difference?
ABSOLUTELY, but the catch is you have to include the right things.
It’s easy for clients to lose sight of all the work you do behind the scenes, but a well-crafted New Year’s letter can change that. In this episode, I’ll guide you through exactly what to include in a letter that not only recaps the services and support you provided over the past year, but also shows clients the value you bring to their lives.
Plus, we’ll cover how to preview upcoming changes and improvements in a way that builds excitement and trust. We want your clients to ooze with appreciation over 2025 and excitement for working with you in 2025!
In this episode we’ll cover:
How to use an Impact Score to rate your Client Service Model. How to use this letter to reinforce the Behind-the-Scenes work that you do, reminding them of the value you bringSet expectations and build excitement for 2025 and the changes that come along with a new year in your businessAnd, SO MUCH MORE!Ready to take your client communications to the next level? I’ll share tips and resources to help you craft a New Year’s letter that’s personalized, impactful, and memorable.
Join the Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
The podcast and artwork embedded on this page are from Libby Greiwe, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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Podcast: TRAP: The Real Adviser Podcast (LS 45 · TOP 1% what is this?)
Episode: 56 - Full Fit Financial Planning
Pub date: 2024-10-24
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powered by Listen411 - fast audio-to-text and summarizationClick HERE to send the TRAP Pack a message
In this latest pile of TRAP, the Trap Pack discuss
Topical Titbits including Irish pension funding changes, FT article on how risk has been so misunderstood, art scams, adviser fee levels, FCA reviews of ongoing services and consolidatorsMeat and Potatoes: Full Fit Financial PlanningCulture CornerShow links: http://tiny.cc/traplinks
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Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast.
Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.
Help us to help you! The more followers we have, the more we can do stuff going forward. So please:
The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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Podcast: 2Bobs—with David C. Baker and Blair Enns (LS 50 · TOP 0.5% what is this?)
Episode: The Four Conversations: A New Model for Selling Expertise
Pub date: 2024-10-23
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powered by Listen411 - fast audio-to-text and summarizationDavid interviews Blair about his new book, which lays out his proven framework B2B service providers can use to increase closing ratios and average proposal values.
Links
Order The Four Conversations: A New Model for Selling Expertise by Blair Enns
The podcast and artwork embedded on this page are from David C. Baker and Blair Enns, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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Podcast: The Rational Reminder Podcast (LS 57 · TOP 0.5% what is this?)
Episode: Episode 324 - Dr. Bryan Taylor: Lessons from Market History (1600-2024)
Pub date: 2024-09-26
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powered by Listen411 - fast audio-to-text and summarizationHave you ever wondered how financial markets performed centuries ago or how world events impacted stock prices? Today, we sit down with Dr. Bryan Taylor, President and Chief Economist at Global Financial Data, to unpack the world’s fascinating financial history. Dr. Taylor is known for his extensive work in collecting and analyzing historical financial data that spans several centuries and his valuable knowledge of stock, bond, and commodity market trends, which led to the creation of Global Financial Data. In our conversation, Dr. Taylor shares insights from his extensive research, covering stock and bond returns from as far back as the 1600s. From the impact of the French Revolution on financial markets to the performance of commodities, Dr. Taylor provides a rare view of the long-term trends shaping today’s financial decisions. Learn about the value of historical financial data, its importance for investment decision-making, and how long-term trends can provide insights into future market behaviour. We discuss the creation of Global Financial Data's extensive historical financial database, the challenges of gathering centuries-old data, and the long-term performance of stocks versus bonds. Explore the impact of major geopolitical events on financial markets, the importance of studying historical market trends for modern investment decisions, and how his data-driven research has been utilized. Join us as we delve into the world’s financial history and its relevance to today’s investment landscape with Dr. Bryan Taylor. Tune in now!
Key Points From This Episode:
(0:03:41) Background about Global Financial Data, their data sources, and the challenges of collecting historical data.
(0:09:27) What he finds fascinating about historical data, who uses the database, and the role of historical data in financial decision-making.
(0:14:49) How stocks have performed relative to bonds throughout the financial records.
(0:17:34) Uncover the main historical factors that limit returns and increase risk for investors and the five financial eras.
(0:23:18) Explore the trends in stocks and bonds during the five financial eras and the impact of government debt and inflation on returns.
(0:29:04) Common characteristics of countries that have had bad long-term market outcomes and the effect of world events on markets.
(0:35:11) Learn about the best and worst-performing markets and what makes the US market so resilient.
(0:38:36) His outlook for stocks and bonds and how the recent bear market compared to past market upheavals.
(0:41:36) Compare past and current interest rates and the return on commodities versus stocks and bonds.
(0:46:20) Overcoming the lack of historical data for emerging market returns and what defines an emerging market.
(0:52:29) Find out how emerging markets have performed throughout history and how often they make the transition to developed.
(0:59:04) Unpack the historical market concentration in the US and his thoughts on the expected returns of the US stock market.
(1:03:42) Final takeaways and Dr. Bryan Taylor shares his definition of success.
Links From Today’s Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p
Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/
Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/
Rational Reminder on X — https://x.com/RationalRemindRational Reminder on TikTok — www.tiktok.com/@rationalreminder
Rational Reminder on YouTube — https://www.youtube.com/channel/
Rational Reminder Email — [email protected] Felix — https://www.pwlcapital.com/author/benjamin-felix/
Benjamin on X — https://x.com/benjaminwfelix
Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/
Mark McGrath on LinkedIn — https://www.linkedin.com/in/markmcgrathcfp/ Mark McGrath on X — https://x.com/MarkMcGrathCFP
Dr. Bryan Taylor — https://www.linkedin.com/in/bryan-taylor-46a92032/
Global Financial Data — https://globalfinancialdata.com/
Dr. Bryan Taylor on SSRN — https://papers.ssrn.com/sol3/cf_dev/AbsByAuth.cfm?per_id=4320002
Papers From Today’s Episode:
‘France and the Four Horsemen of the Market’ — https://globalfinancialdata.com/france-and-the-four-horsemen-of-the-market
‘The Financial History of Emerging Markets: New Indices’ — https://dx.doi.org/10.2139/ssrn.4193062
The podcast and artwork embedded on this page are from Benjamin Felix & Cameron Passmore, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)
Episode: Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276]
Pub date: 2024-09-30
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powered by Listen411 - fast audio-to-text and summarizationIn this episode, Matthew Jarvis sits down with Andree Mohr, President of Integrated Partners, to explore the concept of harnessing your unique ability. Andree reveals how top advisors have doubled their practices by laser-focusing on high-net-worth clients and delivering unparalleled value. She also shares the art of storytelling that forges deep connections with clients and influential partners, setting you apart in a crowded field.
Andree emphasizes the critical importance of strategic planning, urging advisors to dedicate a full 30% of their time to activities that propel them toward their goals. She shares insider tips on guarding your precious time and finding the perfect accountability partner to keep you on track.
Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn - Andree Mohr: Website | LinkedIn - The Complexity Curve with Guest Paul Saganey - Moving Up the Complexity Curve: Serving High-Net-Worth Clients with Guest Paul Saganey - Kitces Interview: Building CPA Alliances To Reach A More Affluent Clientele To Serve, With Paul Saganey - Center Stage: How to Become the Star of Your Practice - Connelly Ruling - The Presentation Secrets of Steve Jobs: How to Be Insanely Great in Front of Any Audience
The podcast and artwork embedded on this page are from Matthew Jarvis, CFP® & Micah Shilanski, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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Podcast: Founders (LS 62 · TOP 0.1% what is this?)
Episode: #365 Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters to Partners
Pub date: 2024-09-16
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powered by Listen411 - fast audio-to-text and summarizationThe best investors are not investors at all. They're entrepreneurs who have never sold. — Nick Sleep
Nick Sleep’s letters are a masterclass on the importance of understanding the underlying reality of a business — what he calls the engine of its success.
I read all 110,000 words of Nick’s letters (twice!) to make this episode and what I found most important is Nick’s ability to develop a deep understanding of “honestly run compounding machines” (like Costco and Amazon) years before everyone else.
Nick explains clearly how Jim Sinegal and Jeff Bezos set up their companies for long term success —from the very beginning — and gives us a few hints along the way on how we can do the same in our business.
And the absolute entrepreneurial history nerd in me loved the references to Henry Ford, Sam Walton, Rockefeller and other greats from the past that are sprinkled throughout Nick’s letters.
No surprise that someone who was able to make $2 billion for his clients has a deep understanding of the great work that came before him.
If you want to read all of Nick Sleep’s partnership letters you can do so here for free
You can also read William Green’s book Richer, Wiser, Happier: How The World's Greatest Investors Win In Markets and Life —which both Nick and I recommend. It has an excellent chapter on How Nick and Zak built their firm.
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“I have listened to every episode released and look forward to every episode that comes out. The only criticism I would have is that after each podcast I usually want to buy the book because I am interested so my poor wallet suffers. ” — Gareth
Be like Gareth. Buy a book: All the books featured on Founders Podcast
The podcast and artwork embedded on this page are from David Senra , which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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Podcast: TRAP: The Real Adviser Podcast (LS 45 · TOP 1% what is this?)
Episode: 54 - Breaking Bad (News)
Pub date: 2024-09-26
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powered by Listen411 - fast audio-to-text and summarizationClick HERE to send the TRAP Pack a message
In this latest pile of TRAP, the Trap Pack discuss
Topical TitbitsMeat and Potatoes: Breaking Bad NewsQuestions posted by our beloved TRAPist Darren F: http://linkedin.com/in/darren-ford-dipfa-65452a96Culture CornerShow links: http://tiny.cc/traplinks
============================
Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast.
Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.
Help us to help you! The more followers we have, the more we can do stuff going forward. So please:
The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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Podcast: Do Business. Do Life. — The Financial Advisor Podcast — DBDL (LS 48 · TOP 1% what is this?)
Episode: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor
Pub date: 2024-09-25
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powered by Listen411 - fast audio-to-text and summarizationToday, I’m sitting down with Thomas Kopelman, founder and lead financial planner at AllStreet Wealth, to discuss how he built a thriving financial advisory firm from scratch and developed a personal brand that now drives 97% of new business through Twitter.
Starting at just 25, Thomas quickly earned recognition as one of Investopedia’s Top 100 Financial Advisors in both 2022 and 2023. By focusing on creating valuable, engaging, and authentic content, he turned Twitter into a powerful growth engine for AllStreet Wealth.
In this conversation, Thomas shares actionable advice for financial advisors like the step-by-step methods he’s used to drive 97% of new assets from Twitter, build an engaged audience of 28,600 followers, and create content that converts.
So you're looking to amplify your online presence, build your personal brand, and grow your advisory firm, this conversation is packed with actionable insights from one of the industry's rising stars.
3 of the biggest insights from Thomas Kopelman …
Focus on Actions, and Results Will Follow: Discover how leveraging mentorship and continuous learning can drive rapid growth in your business.How to Harness the Power of Twitter: Thomas breaks down the exact steps he used to go from 0 to 28,600 followers, turning Twitter into a marketing funnel that generates 97% of new business!The Content Creation Playbook: Learn how to generate good ideas, stand out from the crowd, and build a personal brand that attracts new clients.FREE GIFT + JOIN THE DBDL INSIDER CREW
Today's Gift: 10% discount on Thomas's course, How to Build Your Personal Brand and Get Your First Client from Social Media. *Please note, Triad is an All Street Academy Ambassador.
To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "83" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
https://bradleyjohnson.com/83
FOLLOW BRAD JOHNSON ON SOCIAL
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These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations. Copyright 2024 Triad Partners. All rights reserved. TP09243739583
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
The podcast and artwork embedded on this page are from Brad Johnson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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Podcast: Between Now and Success (LS 43 · TOP 1.5% what is this?)
Episode: Dr. Shaywanna Harris-Pierre on Family Dynamics, Interior Finance, and Identifying Your Clients' Money Flashpoints
Pub date: 2024-08-01
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powered by Listen411 - fast audio-to-text and summarizationGuest: Dr. Shaywanna Harris-Pierre, a licensed professional counselor and financial therapist with a rich background in marriage and family therapy. Dr. Shay is also the owner of Shades of You Counseling and Consulting.
In a Nutshell: Every family is unique, and no family is perfect. The dynamics, positive and negative, that exist between loved ones create ideas and emotions around money that influence your clients' attitudes about financial planning. Advisors who are willing to engage on this more personal level have an opportunity to transform their relationships with their clients and the quality of service that they deliver.
On today's show, Dr. Shay shares her journey into financial therapy and how to open dialogues that will help you and your clients understand the emotional side of money better.
The podcast and artwork embedded on this page are from Steve Sanduski, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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Podcast: Kitces and Carl - Real Talk for Real Financial Advisors (LS 47 · TOP 1% what is this?)
Episode: Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145
Pub date: 2024-08-22
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powered by Listen411 - fast audio-to-text and summarizationIn our 145th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can communicate their planning style in their marketing before investing time in client meetings that may or may not lead to long-term engagement.
For full show notes, see kitces.com and thesocietyofadvice.com.
The podcast and artwork embedded on this page are from Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)
Episode: Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272]
Pub date: 2024-09-02
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powered by Listen411 - fast audio-to-text and summarizationIn this episode, Matthew Jarvis sits down with Dan Murphy, Head of Wealth Strategies at Commonwealth, to explore the evolving landscape in financial planning. Gone are the days of product-pushing and binder-heavy financial plans; welcome to the era of experience-driven advisory!
Dan walks through the "Experience Economy," revealing how advisors can transform their practices from mere service providers to architects of memorable client experiences. The industry is rapidly shifting from a product focus to an experience focus, and Dan emphasizes that modern financial planning should revolve around clients' goals and values rather than just charts and numbers.
From the mindset shift required to embrace this new paradigm to the operational changes needed to support it, Dan offers a wealth of insights for advisors at every stage of their careers. He stresses the importance of cultivating genuine curiosity and empathy as crucial tools for understanding clients' needs. Creating positive experiences, Dan explains, requires intentionality in all aspects of client interactions, going beyond providing services to crafting "time well spent" for clients.
Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn - Dan Murphy: Website | LinkedIn - Financial Planning Experience - Financial Wellness Experience - The Experience Economy by Joseph Pine and James Gilmore
The podcast and artwork embedded on this page are from Matthew Jarvis, CFP® & Micah Shilanski, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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Podcast: TRAP: The Real Adviser Podcast (LS 45 · TOP 1% what is this?)
Episode: 52 - KPIs: Key People of Influence
Pub date: 2024-08-29
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powered by Listen411 - fast audio-to-text and summarizationClick HERE to send the TRAP Pack a message
In this latest pile of TRAP, the Trap Pack discuss
Topical issues, including more Irish fraud, US rookie adviser failure rate, UK IFA profitability trends, Central Bank of Ireland on crypto, BestInvest’s Spot The Dog, Vanguard getting “expensive”, SJP and Polaris, boring CVs, US pension horror stories, another AI startupMeat and Potatoes: KPIs - Key People of InfluenceQuestions posted by our beloved TRAPists Russ M and Ollie L (neither had socials)Culture CornerLinks referred to in the show:
NL: turns out Hargreaves Lansdown DOES have a Slavery Policy. FFS. Goodnight, UK plc: https://x.com/HatTipNick/status/1824716616099156147CW: Investment Fraud alive and well in Ireland https://www.rte.ie/news/ireland/2024/0823/1466327-investment-fraud/#:~:text='Staggering'%20rise%20in%20investment%20fraud,%E2%82%AC28m%20stolen%20last%20year&text=Garda%C3%AD%20have%20warned%20of%20a,than%202021%20and%202022%20combinedNL: Cerulli 2023 report into US adviser numbers and rookie failures: https://www.cerulli.com/press-releases/the-financial-advisor-industry-has-a-headcount-problem H/T to Ermos Erotocritou CFP https://www.linkedin.com/in/ermos?miniProfileUrn=urn%3Ali%3Afsd_profile%3AACoAAAIJTVEBxQYOFu0tzywLz5MvLmC_1bYQ2yo&lipi=urn%3Ali%3Apage%3Ad_flagship3_detail_base%3BXD36DPgCTYWqsIEDTo2ciQ%3D%3DAS adviser profitability trends https://www.professionaladviser.com/news/4343067/profits-financial-adviser-firms AH - HL cash rates https://www.hl.co.uk/charges-and-interest-rates - Trading 212 5.2% to 5% - Transact 4.95% - CD Impact - What do DFMs pay. CW: The Central Bank of Ireland view on Cryptocurrency https://www.centralbank.ie/consumer-hub/crypto-consumer-information#:~:text=Crypto%20is%20not%20a%20regulated,crypto%20and%20crypto-related%20productsNL: https://www.ft.com/content/495a5329-c4f7-4731-938d-a============================
Subscribe and Like our YouTube Channel Leave a 6/5 star review on iTunes Share TRAP with your peers and colleagues 'Enjoy' the Twitter chat at @AdviserPodcast.
Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.
Help us to help you! The more followers we have, the more we can do stuff going forward. So please:
The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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Podcast: Do Business. Do Life. — The Financial Advisor Podcast — DBDL (LS 48 · TOP 1% what is this?)
Episode: 078: Will Guidara - Unreasonable Hospitality & Lessons from the World’s #1 Restaurant
Pub date: 2024-08-21
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powered by Listen411 - fast audio-to-text and summarizationToday, I’m talking with Will Guidara, a world-renowned restaurateur and author of the best-selling book, Unreasonable Hospitality.
At just twenty-six, Will took over Eleven Madison Park, a struggling two-star brasserie that had never quite matched its majestic room. Eleven years later, it was named the best restaurant in the world.
In this episode, not only will you hear how Will pulled off this unprecedented transformation, but you’re going to get a masterclass in hospitality and actionable tips on how to turn an ordinary service (like financial advising) into exceptional experiences for your clients.
3 of the biggest insights from Will Guidara …
The pursuit of excellence and the story of how Will created the #1 restaurant in the world. The power of unreasonable hospitality – and how to use “The 95/5 Rule” to create unforgettable experiences that your clients will talk about for years.What high net-worth clients really want! Find out why understanding, flexibility, and personalized care are non-negotiables for attracting high-value clients like Will.GIFT FROM THIS EPISODE + JOIN THE DBDL INSIDER CREW
Today's Gift: Get a free copy of Will’s book, "Unreasonable Hospitality: The Remarkable Power of Giving People More Than They Expect" [while supplies last]
To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "78" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.
SHOW NOTES
https://bradleyjohnson.com/78
FOLLOW BRAD JOHNSON ON SOCIAL
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Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)
Episode: All Investment Management is Playing Office [Episode 267]
Pub date: 2024-07-29
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powered by Listen411 - fast audio-to-text and summarizationMicah and Matt are challenging the industry's fixation on Assets Under Management (AUM). They explore how financial advisors can shift their focus from pure investment management to holistic financial guidance. They emphasize the crucial role of effective communication between advisors and clients and they introduce innovative frameworks like the five-year rule and 5% distribution rule, which empower clients to actively participate in their retirement planning. These frameworks aim to foster better understanding and more informed decision-making.
Micah and Matt also strongly advocate for advisors to invest alongside their clients, using the same models and assets they recommend. This strategy not only builds trust but also demonstrates genuine confidence in the advisor's investment choices.
All Investment Management is Playing Office [Episode 267]
Resources in today's episode:
- Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website | LinkedIn
The podcast and artwork embedded on this page are from Matthew Jarvis, CFP® & Micah Shilanski, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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Podcast: The Memo by Howard Marks (LS 52 · TOP 0.5% what is this?)
Episode: The Folly of Certainty
Pub date: 2024-07-17
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powered by Listen411 - fast audio-to-text and summarizationIn his latest memo, Howard Marks discusses the importance of avoiding expressions of absolute certainty when operating in fields subject to randomness and human emotion, like politics, economics, and investing. He suggests that it’s better to have humility and acknowledge that the smartest thing to say is often “I don’t know.”
You can read the memo here (https://www.oaktreecapital.com/insights/memo/the-folly-of-certainty).
The podcast and artwork embedded on this page are from Oaktree Capital Management, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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Podcast: TRAP: The Real Adviser Podcast (LS 45 · TOP 1% what is this?)
Episode: 50 - What's Risk Got To Do With It?
Pub date: 2024-08-01
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powered by Listen411 - fast audio-to-text and summarizationClick HERE to send the TRAP Pack a message
In this latest pile of TRAP, the Trap Pack discuss
Topical issues, including cyber security, Monzo pensions, DFA Matrix Book, Métis Ireland work award, Consumer Duty one year on, stupid market predictions from Morgan StanleyMeat and Potatoes: What’s Risk Got To Do With It?Questions posted by NO beloved TRAPist because of timeCulture CornerLinks referred to in the show:
Meat and Potatoes backstory:
https://www.linkedin.com/posts/hattipnick_alan-smith-alanjlsmith-on-x-activity-7222193905272791040-cjlJ?utm_source=share&utm_medium=member_android
https://x.com/alanjlsmith/status/1815729851082400199?s=46AH - Wealth giant Evelyn up for sale as Permira seeks exit for £1.5bn - https://www.thetimes.com/business-money/companies/article/wealth-giant-evelyn-up-for-sale-as-permira-seeks-exit-for-15bn-gtcnw2s5f AS - Monzo pensions https://monzo.com/pensions AS - New DFA Matrix book is out https://tinyurl.com/4bmxwsne CW: Metis Ireland featured in Best Places to Work https://www.linkedin.com/feed/update/urn:li:ugcPost:7218177619588976640/?actorCompanyId=1912648CW: Morgan Stanley - “markets should brace for a 10% correction”https://www.independent.ie/business/world/markets-should-brace-for-a-stocks-correction-of-10pc/a2102767540.html?mc_cid=97232c45dc&mc_eid=f47c629345AS - advice to younger financial planners https://www.linkedin.com/pulse/my-advice-financial-planners-entrepreneurs-alan-smith--ckkae?utm_source=share&utm_medium=member_ios&utm_campaign=share_via AS - Swim With The Sharks Without Being Eaten Alive: Outsell, Outmanage, Outmotivate and Outnegotiate your Competition https://amzn.eu/d/03sTVyQm NL: The Great Post Office Scandal by Nick Wallis: https://www.amazon.co.uk/Great-Post-Office-Scandal-multimillion/dp/1916302386CW: Do Business, Do Life Podca============================
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Podcast: 2Bobs—with David C. Baker and Blair Enns (LS 50 · TOP 0.5% what is this?)
Episode: Are You Fishing in the Right Pond?
Pub date: 2024-07-31
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powered by Listen411 - fast audio-to-text and summarizationGiven these uncertain economic times we are in right now, Blair is asking if some creative firms might need to rethink the market they serve, looking at whether their positioning might be too broad, too narrow, or just wrong.
LINKS
"The Target Is Not the Market" by Blair Enns on winwithoutpitching.com
The podcast and artwork embedded on this page are from David C. Baker and Blair Enns, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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Podcast: Modern Wisdom (LS 68 · TOP 0.05% what is this?)
Episode: #818 - Andrew Wilkinson - How To Stop Feeling Like Your Success Is Never Enough
Pub date: 2024-07-29
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powered by Listen411 - fast audio-to-text and summarizationAndrew Wilkinson is an entrepreneur, co-founder of Tiny, and an investor.
"I'll be happy when..." is the beginning of many people's mindsets about life and happiness. We assume that happiness sits on the other side of the next set of goals, even though right now we're on the other side of our last set of goals. So the question is, what if you're a billionaire? Does this pattern ever stop?
Expect to learn whether successful people are just disordered, if SSRIs aren’t actually that bad, what Andrew learned from Warren Buffett, whether there's a number you reach in your bank account to feel like you ‘made it’, why wealthy people distort reality, where to find smart people to hire for your business, how to learn to trust your entrepreneurial gut and much more...
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Episodes You Might Enjoy:
#577 - David Goggins - This Is How To Master Your Life: https://tinyurl.com/43hv6y59
#712 - Dr Jordan Peterson - How To Destroy Your Negative Beliefs: https://tinyurl.com/2rtz7avf
#700 - Dr Andrew Huberman - The Secret Tools To Hack Your Brain: https://tinyurl.com/3ccn5vkp
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