Best Investing In Value Proposition Podcasts (2025)

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Into the mainstream: how semi-liquid funds may be improving access to private debt 14:56

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15h ago14:56

14:56

In recent years, the role of private debt has transformed, with the potential for higher returns and greater portfolio diversification seeing the asset class become a more frequent feature in institutional portfolios. Now, the way that investors are accessing private debt has changed too. Semi-liquid fund structures have emerged, with asset manager…

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115. Should You Coach Friends and Family? The Truth About Mixing Business with Personal Relationships 13:30

2d ago13:30

13:30

When you're starting your coaching business, your friends and family feel like the obvious first clients. They already trust you, they want to support your new venture, and honestly, it feels way less scary than reaching out to complete strangers. But what happens when your sister stops sharing her real spending habits because she doesn't want you …

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114. When Clients Call You Their “Financial Therapist”: Setting Professional Boundaries 14:58

9d ago14:58

14:58

If you've been coaching for any length of time, you've probably experienced this. A client introduces you as their financial therapist or thanks you for their financial therapy session. It might seem like a compliment, but there's something important we need to address. Money is deeply emotional. When we help clients work through their financial ch…

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Janet Yellen on Economic Resilience, Global Stability, and the Path Ahead 19:41

16d ago19:41

19:41

In this milestone 100th episode of Critical Thinking, U.S. Treasury Secretary Dr. Janet Yellen joins Mercer’s Niall O’Sullivan for a wide-ranging conversation on the forces reshaping the global economy. From inflation and interest rates to geopolitical fragmentation and the green transition, Dr. Yellen offers her perspective on the challenges facin…

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113. Why Doing More Marketing Isn't the Answer (And What to Do Instead) 12:05

16d ago12:05

12:05

Have you been spinning your wheels with marketing, doing all the things you're supposed to do…but feeling like you're getting nowhere? You're showing up on social media, going to networking events, having coffee chats, but your client list isn't budging. Most of us think the solution is to do more—add another platform, attend more events, schedule …

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What Gives Coaching a Bad Name 28:51

23d ago28:51

28:51

What does it really mean to be a financial coach in integrity with what we do? This week on the podcast, we’re tackling this head-on, talking about the realities behind what's often seen but seldom spoken about. It’s the challenges behind coaches coaching coaches (say that three times fast!) and staying in integrity with how we market ourselves and…

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112. How to Stop Controlling Your Financial Coaching Clients (And Why It's Hurting Their Growth) 7:54

1M ago7:54

7:54

Ever tried to talk a client out of a risky decision? Found yourself pushing harder when they won't listen to your advice? If you've ever felt your stomach drop when a client chose the path you knew was wrong, this episode is for you. Here's the uncomfortable truth: when we try to control our clients' choices, it's usually not about them. It's about…

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International CIO Perspectives 20:51

1M ago20:51

20:51

In this podcast episode, Mercer’s U.S. CIO Olaolu Aganga sits down with fellow Mercer CIOs Christine Tessier, Garvan McCarthy, and Kylie Willment. Together, they tackle a big question swirling in markets today: Is the U.S. still the top spot for investors, and do better opportunities lie elsewhere? They explore how market uncertainty is creating bo…

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111. Finding Your Authentic Voice: Why Being Yourself is Your Greatest Business Asset 17:26

1M ago17:26

17:26

Have you ever met someone in person after following their content and thought, “Wow, they're exactly who I thought they'd be”? That's the power of authenticity, and it's what your clients are looking for too. Today we're talking about something I see happening a lot in our profession—coaches trying to sound like someone else instead of developing t…

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110. Difficult Conversations: Tough Talks That Build Trust 17:43

2M ago17:43

17:43

I used to lose sleep before coaching sessions where I knew I had to deliver tough news. If I saw someone's finances and they were way over budget every month, I felt like, oh my gosh, I'm going to have to be the messenger of terrible news. What are they going to think? How are they going to react? Today we're talking about those conversations that …

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Cross-border governance 16:04

2M ago16:04

16:04

What does investment governance look like when success is defined by more than just returns? In this episode, Andy Farrington, Mercer's Multinational Investments Leader, is joined by Lee House of ABB’s Group Pension Management Team and Deborah Frost, Chair Elect of Mercer UK Master Trust, to discuss how large asset owners may navigate complex decis…

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109. Why Leverage Email Marketing Over Social Media 17:47

2M ago17:47

17:47

Many coaches think they need to be everywhere on social media, posting constantly and hoping their ideal clients will find them. But there's a problem with putting all your eggs in the social media basket: social media in 2025 is not the same social media from 10 years ago. And that means that growing a business on social media is leaving too much …

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Real assets and Asia-Pacific: Global diversification and regional opportunity 12:42

2M ago12:42

12:42

In this episode, Jo Holden is joined by Alan Synott and Robert Ronneberger to explore the evolving real assets landscape. They discuss where we are in the real assets cycle, the case for global diversification, opportunities and challenges in Southeast Asia, and practical strategies for asset owners navigating today’s dynamic market environment. Th…

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The Total Return Conundrum — Rethinking Portfolio Strategy for Endowments and Foundations 20:51

2M ago20:51

20:51

In this episode of Critical Thinking, Anubhuti Gupta and Adeline Tan tackle one of the most pressing challenges facing endowments and foundations: delivering sustainable returns amid rising market concentration, volatility, and lower future expectations. They discuss how diversification beyond traditional equities, smarter liquidity management, and…

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Investing in Insurance Portfolios Amid Market Turbulence 17:27

2M ago17:27

17:27

In this episode of Critical Thinking, Andreas Vermeiren, Principal in Mercer's Insurance Solutions team, is joined by William Gibbons, Principal in the Insurance Solutions team, and Eryn Bacewich, Head of US Insurance Solutions, to discuss their thoughts on risk management in insurance portfolios during a period of increased market volatility and t…

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Going global: How real estate is evolving in institutional portfolios 11:01

2M ago11:01

11:01

In this episode, Alan Synnott, Mercer’s Global Head of Real Assets, is joined by Anne Koeman-Sharapova and Simon James to explore how institutional investors are repositioning their real estate allocations in light of market resets and evolving sector dynamics. They discuss why real estate remains a core private markets asset, where valuation corre…

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Behind the Scenes: A Real-Life Financial Coaching Session 1:49:34

2M ago1:49:34

1:49:34

Starting a new career can be a challenge. In many instances, we have the opportunity to learn from a mentor or manager who can guide us in the right direction. And while I serve as a mentor for financial coaches, few have actually experienced or witnessed a financial coaching session. So I was thrilled when a member of our online community agreed t…

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108. From Hesitant Accountant to Confident Coach: How Amber Joy Pietrangelo Found Her Way 31:28

2M ago31:28

31:28

Financial coach and bookkeeper Amber Joy Pietrangelo never planned on having her own business after business classes in college completely turned her off from entrepreneurship. But now, Amber has created a unique coaching approach where bookkeeping and financial guidance blend seamlessly. In her own business. After struggling through multiple caree…

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The value proposition of hedge funds 11:12

2M ago11:12

11:12

In this episode, Robert Ronneberger, Head of Business Development for Asia, is joined by Dave McMillan, Chief Investment Officer, Hedge Funds, to explore how investors can future-proof their portfolios — specifically within hedge funds. Robert and Dave examine the most common mistakes seen in hedge fund investing, the impact of recent market volati…

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107. Beyond Goodbye: How to Transform Past Clients into Your Biggest Growth Engine 12:38

2M ago12:38

12:38

Are you wrapping up clients’ final sessions with an awkward “goodbye and good luck”? You might be missing the biggest opportunity in your coaching business. We continue our series on delighting clients this week by focusing on what happens after their formal program ends. Financial wellness isn't a destination—it's a lifelong journey with new chall…

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Navigating change: How liability-driven investing is shaping Europe's financial portfolios 22:31

2M ago22:31

22:31

As trade tensions, uncertainty over the direction of interest rates, and pension reforms reshape the investment landscape, liability-driven investing (LDI) may provide a source of stability. In this episode, Jeffrey Dissmann, who leads Mercer’s Investments business in Germany, is joined by Sheena Frost, Lead of the Europe ex-UK Portfolio Management…

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106. 5 Essential Systems to Streamline Your Financial Coaching Business and Reclaim Your Time 24:14

3M ago24:14

24:14

Are you caught checking client emails on family movie night or waking up at 3 a.m. worried you forgot to send that follow-up? Your love for financial coaching might be getting buried under a mountain of admin tasks. As coaches, we're drawn to this work because we want to help people transform their relationship with money. But the reality is that r…

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105. The One Marketing Strategy All Financial Coaches Need 14:46

3M ago14:46

14:46

I don't think I need to tell you about the chaos social media has experienced lately. Meta goes down from time to time. Instagram suddenly changed square feeds to vertical graphics with no warning. TikTok's future remains uncertain. It’s too much to keep up with, and even if you understand the “rules,” they’re bound to change in the coming months. …

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Enhancing resilience amid shifting trade policy 19:59

3M ago19:59

19:59

In this episode, Niall O’Sullivan, Global Solutions Chief Investment Officer, is joined by Olaolu Aganga, US Chief Investment Officer, Rupert Watson, Global Head of Economics & DAA, and Mike Forestner, Global Chief Investment Officer, Private Markets, to examine the causes of recent market volatility and the implications across public and private m…

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The future of wealth management: Balancing innovation, regulation, and client expectations 13:02

3M ago13:02

13:02

In this episode of Critical Thinking, Amit Popat, Global Head of Financial Institutions at Mercer, is joined by Han Dieperink, Chief Investment Officer of Auréus, and Richard De Groot, Head of Global Investment Center at ABN AMRO Bank. Recorded live at Mercer’s Global Investment Forum, together they explore how the wealth management industry is ada…

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How to Spend Your Time as a Financial Coach 23:09

3M ago23:09

23:09

If you’ve ever felt like there’s not enough time to get everything done in your financial coaching business, you’re not alone. Starting a business is tough, especially when you're trying to do it on the side of a 9-to-5. This week on the podcast, we're sharing some golden nuggets on how to efficiently split your time between the essential tasks: wo…

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104. Finding Purpose Beyond Wealth: Key Insights from Dr. Jordan Grumet 34:50

3M ago34:50

34:50

"Not a single person on their deathbed says, 'I really wanted to get to a net worth of $1.5 million and I only got to 1 million, and I'm so upset.'" Dr. Jordan Grumet, author of "The Purpose Code," challenges us to rethink what truly matters when it comes to money and purpose. Jordan found his path to medicine after losing his father unexpectedly, …

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103. 7 Steps to Effectively Train Your Assistant and Focus on Coaching Clients 16:38

4M ago16:38

16:38

You know that sneaky trap called the “excellence zone”? It’s those tasks you're pretty good at, maybe even enjoy a little? For me, it was organizing client financials into spreadsheets and setting up systems. The trap is that because you're good at it, it's easy to keep doing it yourself. Even when it’s time to let it go. But every minute you spend…

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Why Operational Due Diligence is important 29:07

4M ago29:07

29:07

In this episode of Critical Thinking, Manish Solanki, Head of Mercer Sentinel Group Europe, is joined by Tony Martinez, Head of Mercer Sentinel Americas, and Ashleigh McDowell, Principal at Mercer Sentinel Group, to explore why Operational Due Diligence is becoming an essential component of investment decision-making. With increasing market volatil…

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102. Making Your First Paid Coaching Sessions Amazing 36:58

4M ago36:58

36:58

You've got a client who's ready to work with you—they've paid for their first session and now you're feeling those pre-session nerves. Sound familiar? In this episode, we talk about what's really going on in your client's mind when they show up for that first paid session (hint: they're probably more nervous than you are). I share the exact structu…

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Insurance and investment risk - where are we in the cycle? 19:45

4M ago19:45

19:45

In this episode, William Gibbons, Senior Insurance Investment Consultant at Mercer, is joined by Tom Davies, Head of UK Placement, Marsh, and Olaolu Aganga, US Chief Investment Officer, Mercer, to explore how non-life insurers can potentially capture opportunities while maintaining resilience in an economic and market environment that's in a state …

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Portfolio resilience in 2025 - Top considerations for endowments and foundations 21:14

4M ago21:14

21:14

Marieke de Roo, Mercer's Leader in Europe for Single Family Offices and Endowments & Foundations, is joined by Texas Hemmaplardh and Cori Trautvetter, both Partners and Co-Leads of Mercer's US Endowment and Foundation Investment Practice, to explore how endowments and foundations can potentially achieve portfolio resilience in an economic and marke…

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101. Website Essentials: Building Your First Coaching Website 35:55

4M ago35:55

35:55

If you've ever stared at your computer screen wondering how to create a website that actually works for your coaching business (without spending a fortune or getting lost in the technical details), this episode is for you. Ginnie Rowe from DGR Communications shares her years of digital marketing wisdom to help you tackle your website with confidenc…

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Navigating the global economy ─ outlook and insights 24:26

4M ago24:26

24:26

In this episode (date of recording: February 28, 2025), Lisa Kots, Head of US Wealth Management Portfolio Management at Mercer, is joined by Rupert Watson, Global Head of Economics and Dynamic Asset Allocation, and Julius Bendikas, European Head of Economics and Dynamic Asset Allocation. Together, they explore the global economic outlook for Q1 202…

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All the Ways You Can Make Money as a Financial Coach 27:14

4M ago27:14

27:14

Want to know how you can make money as a financial coach? Get excited – in today’s episode of the Financial Coach Academy Podcast, we’re going to dive deep and discuss all the creative ways you can increase your revenue (from recurring/subscription options to 1:1 work). I’m so excited to welcome fellow financial coach, Jean Chatzky who is joining u…

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Mobilising institutional investment towards emerging economies - in conversation with British International Investment 16:17

4M ago16:17

16:17

In this episode of Critical Thinking, Jo Holden, Global Head of Investment Research and Advisory at Mercer, is joined by Leslie Maasdorp, CEO at British International Investment (BII) and Matt Robinson, Head of Private Capital Mobilisation at BII, to explore the world of development finance institutions (DFIs), capital mobilisation, and how DFIs ca…

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Lining up with the long term - Family office top considerations 2025 13:50

4M ago13:50

13:50

In this episode of Critical thinking, Michel Meert, European Consulting Leader for Endowments, Foundations and Family Offices, is joined by Marieke de Roo, European Sales Leader for Endowments, Foundations & Single-Family Offices, and Teena Jilka, Senior Investment Adviser to explore what's top of mind for single-family offices over the next year a…

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How Private Equity can potentially unlock value and opportunities from UK Defined Benefit (DB) Pension Schemes 19:15

5M ago19:15

19:15

In this episode of Critical Thinking, Sinead Leahy, Co-Head of Cardano Advisory is joined by Nick Gibson, Managing Director, Cardano Advisory, and Dan Jackson, M&A Senior Principal at Mercer, to explore the key findings from our recent report, ‘Unlocking value and opportunities from UK pension funds – a private equity perspective’. There has been a…

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100. Building a Coaching Business: Celebrating 100 Episodes with Real Questions 34:57

5M ago34:57

34:57

When I sat down to plan this 100th episode, I knew I wanted to do something special—something that came straight from you, our community. So we asked what you really wanted to know about building a financial coaching business, and wow, did you deliver! From questions about leaving a stable job to start coaching (and when that's the right move), to …

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99. Delighting clients: Creating that Memorable First Impression 26:18

5M ago26:18

26:18

When a potential client reaches out to you about financial coaching, they're often feeling worried and doubtful. They might even be telling themselves they're “too far gone” for help. That's exactly why those first interactions matter so much. In this episode, we're talking about how to handle those early conversations with confidence (even if you'…

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The promise and perils of carbon markets 16:37

5M ago16:37

16:37

In this episode of Critical thinking, Cara Williams, Senior Partner and Global ESG and Sustainability Leader at Mercer, is joined by Lovey Sidhu, Sustainable Investment Specialist in Mercer's Global Strategic Research Team, and Daniel Klier, CEO of South Pole, to explore the dynamic challenges and potential opportunities in the evolving carbon mark…

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98. Taking Action Over Perfect Planning with Billy Hofacker [Success Stories Series] 32:30

5M ago32:30

32:30

Have you ever gotten up one morning, opened your door, and found someone ready to tow your car away? That's exactly what happened to Billy Hofacker, and it led him to discover he was $130,000 in debt. Now, years later, he's a financial coach helping fitness professionals avoid the same money struggles he faced himself. As both a gym owner and finan…

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Taking the noise out: Managing change and comms in pension plan design 16:23

5M ago16:23

16:23

Navigating the challenges of modern pension provision requires employers to effectively communicate and implement changes in pension plans while keeping employees' best interests at heart. In this episode hosted by Mercer's Tej Patel, Fiona Brown shares her own views on the evolving landscape of employer retirement offerings, based on her decades-l…

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Insurance Considerations 2025 12:32

5M ago12:32

12:32

In this episode of Critical thinking, Amit Popat, Global Head of Financial Institutions at Mercer, is joined by David Morrow, European Insurance Proposition Leader, and Stephanie Thomes, a Senior Investment Strategist in Mercer’s Insurance team, to explore Mercer’s outlook for insurers in 2025. This year’s paper reflects a transitional phase for th…

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97. Working On Your Business vs Working In It: A Complete Guide for Financial Coaches 18:41

5M ago18:41

18:41

If you've been feeling overwhelmed in your financial coaching business lately, you're probably spending all your time serving clients, creating content, and answering emails. While these tasks matter, they're only part of the story. This week, we talk about why setting aside time to work ON your business (not just IN it) makes everything else feel …

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Real Talk on Social Media for Financial Coaches 20:41

5M ago20:41

20:41

Social media can feel overwhelming, frustrating, inspiring, and like a time-suck…all at the same time. As business owners, we need to come to terms with it and find out how it fits into our own lives and businesses. Instead of letting it rule us. This week on the podcast, I’m sharing more about the often-misunderstood world of social media from my …

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96. From Solopreneur to CEO: How to Hire Your First Team Member (Without Losing Your Mind) 24:10

6M ago24:10

24:10

Does this sound like you? You're working every weekend, answering emails at midnight, and “catch-up” is your new normal. If this sounds familiar, you're not alone. More importantly, this can actually be a good sign. It means your business is growing. But if you feel like starting your business was tough, I’m here to tell you that hiring your first …

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95. The First 7 Days: How to Make New Coaching Clients Feel Confident They Made the Right Choice [Delighting Clients Series] 12:52

6M ago12:52

12:52

After a client says "yes" to working with you, those first few days are huge. They might be excited about finally taking action with their money, but they're probably also nervous, wondering if they made the right choice. In this episode, we're talking about how to make your new clients feel completely confident in their decision to work with you. …

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94. How to Build Trust to Attract Financial Coaching Clients 17:29

6M ago17:29

17:29

Trust matters more than ever in financial coaching. People have become more and more skeptical about coaching in general and they’re incredibly discerning when it comes to how they find solutions to their challenges. And they’re looking to people they trust for the answers. So how do you build trust with potential clients if you can’t even get them…

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Hikari Tsushin // Hideaki Wada (English Version) 34:31

6M ago34:31

34:31

In this episode of the Quality Investing Podcast I interview Hideaki Wada, the CEO of Hikari Tsushin.By Jake Barfield