Best Nerds Incoming Podcasts (2026)

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Ep 470: Growing To $500M AUM With An Evergreen HNW Client Service Calendar For Evergreen Fees with Debra Taylor 1:30:00

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4d ago1:30:00

1:30:00

Clients often don't fully realize the depth of value their advisory team provides—unless that value is clearly articulated and demonstrated throughout the year. This episode explores how a thoughtfully designed client service calendar can both strengthen client retention and increase new client conversions by making financial planning and tax strat…

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Ep 469: Specializing In (Sound) Income Sources For Retirees To Differentiate A $4B Advisor Enterprise with David Scranton 1:30:05

11d ago1:30:05

1:30:05

Income-focused investing may seem old-school in a world dominated by total-return portfolios and model ETF allocations—but for some retirees, predictable cash flow is the key to peace of mind. This episode explores how a differentiated investment philosophy, rooted in individual income-producing securities, can become a powerful engine for both cli…

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Pavarotti is trapped in an ice rink 54:26

7d ago54:26

54:26

It’s that time of year when we gather together with friends from near and far, indulge in seasonal treats, and take a lighthearted look at the stories that are rounding out these past 12 wild months. It’s our annual Christmas extravaganza (🎄🎁🧑‍🎄✨ etc)! And in case you weren’t able to attend the party live over Zoom, not to worry – there’s plenty of…

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Ep 468: Navigating Accelerated Succession When Cancer Forces An Early Retirement with KayDee Cole 1:30:00

18d ago1:30:00

1:30:00

Succession planning is rarely easy, but when life circumstances accelerate the timeline, it requires courage, clarity, and deep trust in your team. This episode explores how to manage an ownership and client transition with empathy, structure, and transparency. KayDee Cole is the founder of Clarity Wealth Development, an RIA based in Corvallis, Ore…

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Ep 467: Crafting Effective Conversations To Build Business Development Rapport With Prospects with Derek Kinney 1:29:59

16d ago1:29:59

1:29:59

A key part of converting a contact or prospect into a client is an advisor's ability to explain what they offer and to show how they're the right person to solve their pain points. This episode explores how leading with empathy, asking the right questions, and storytelling can help financial advisors turn curiosity into client commitment. Derek Kin…

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Can the EU make Poland recognise gay marriage? 55:24

21d ago55:24

55:24

If the winter blues have got you down, these two things might lift your spirit: (1) the Christmas section at your local Lidl, and (2) the news that a same-sex marriage in one EU country must be recognised in another. But how this ruling is going to be implemented across the bloc—especially in the countries where there are no civil partnership right…

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Ep 466: Doubling AUM From Under $300M To Over $600M In 3.5 Years By Making Investments To Systematize For Scale with Morgan Nichols 1:29:59

1M ago1:29:59

1:29:59

Growth rarely comes without sacrifice—and for many advisory firm owners, that means making bold investments that might pinch margins today to create momentum for tomorrow. This episode explores how strategic hiring, branding, and compensation design can help accelerate growth while building a stronger, more scalable team. Morgan Nichols is the CEO …

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Europe's climate vibe has shifted. Now what? 1:01:23

1M ago1:01:23

1:01:23

It hasn’t been a Good Week for the climate since, er, 1820-something? And it wasn’t last week, either. But it is a good week for The Europeans, because we’re joined by Luisa Neubauer, one of Germany’s best-known climate activists. Luisa recently wrote a terrific piece for The Economist about Europe’s climate “vibe shift”. We got her insights on wha…

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Ep 465: Making The Sell-Or-Keep Decision When You Hit A $260M AUM Wall with Todd Pisarczyk 1:29:43

1M ago1:29:43

1:29:43

In an environment where there is no shortage of external acquirors, many RIA founders receive regular inbound inquiries from potential suitors. While the compensation from such deals (and the ability to shrink the administrative burdens they face) might be tempting, these offers can be weighed against a desire to grow independently and perhaps pass…

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How Ireland proved a basic income for artists actually works 48:54

1M ago48:54

48:54

We don’t often get to cover joyful policy news on this podcast, so this week we’re delighted to be discussing that rare thing: a European country that’s investing serious money in culture. For three years, Ireland has been experimenting with paying artists, musicians and other creative workers a basic income. And guess what? The scheme has worked s…

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Ep 464: Hiring A Director Of Talent To Shape The Development Of Next Generation Advisors (And The Lead Advisors Who Train Them) with Katie Calagui 1:30:00

2M ago1:30:00

1:30:00

Attracting and retaining top talent is one of the greatest challenges for growing advisory firms. As teams expand, success depends not just on recruiting, but on creating a culture where people feel valued, supported, and empowered to grow. This episode explores how intentional talent development and leadership coaching can help firms build thrivin…

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Help! My manager is an algorithm! 53:42

1M ago53:42

53:42

KATY IS BACK! And we are proud to report that her new baby no longer looks like far-right French politician Éric Zemmour. Relief all around! It’s been a hectic time in Europe, but we’re happy to be covering it all—or, you know, a sizable sliver of it—starting with Latvia’s potential withdrawal from the Istanbul Convention and the European Parliamen…

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Ep 463: Generating 10-15 Referrals Per Week By Coaching Clients To Make More Effective Introductions with David Stevens 1:30:00

1M ago1:30:00

1:30:00

While many advisors seek client referrals, an intentional approach can lead to a steadier flow of leads. Today's guest breaks down how coaching clients on making introductions and small communication tweaks can turn satisfied clients into proactive advocates, driving steady, qualified opportunities week after week. David Stevens is the President of…

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Drugs policy: Who Does It Best? 1:00:39

2M ago1:00:39

1:00:39

Should weed be legalised? What about heroin? Set aside any previously held opinions and prepare a far-out trip! In the final episode of 'Who Does It Best?' producer Wojciech is taking us across the landscape of Europe’s drug policies. From 90s Portugal to the coffee shops of Amsterdam to a little pit stop in Uruguay(!), we’re taking a deep dive int…

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Ep 462: Making The Tough Decision To Change Firms To Find The Path To Equity Ownership You're Seeking with Maggie Rapplean 1:26:55

2M ago1:26:55

1:26:55

Finding the right firm fit (and a well-defined path to partnership) can take time—and sometimes, the courage to start over. From wirehouse beginnings to RIA partnership, Maggie Rapplean's journey shows how clarity, persistence, and the right environment can open the door to both ownership and balance. Maggie is a Partner at Moneta Group, an RIA bas…

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Report from Novi Sad: Can students bring down a regime? 30:55

2M ago30:55

30:55

We’re taking a momentary break from “Who Does It Best?” to take a trip to Serbia with producer Wojciech Oleksiak. Wojciech was on the ground in Novi Sad last weekend to report from the massive demonstration marking the one-year anniversary of the tragic accident at the city’s railway station. And if you’re not following this story, you should be. M…

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Childcare policy: Who Does It Best? 58:42

2M ago58:42

58:42

Childcare policy affects all of us at some point in our lives. And depending on where you live, your country’s parental leave and early-education policies can determine everything from what you do for a living to how you divide household labor to how you plan for your future. Reporters Maja Stepančič and Uršula Zaletelj took a whirlwind trip across…

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Ep 461: Helping Clients Live Intentionally And Generously With Charitable Giving Events (That Also Drive New Growth) with Zac Larson 1:29:59

2M ago1:29:59

1:29:59

Crafting a charitable giving strategy isn't just about tax efficiency—it's a way for clients to define the deeper purpose of their wealth. When advisors center generosity in both planning conversations and firm culture, they can strengthen relationships and attract values-driven clients. This episode explores how integrating charitable intent into …

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Housing policy: Who Does It Best? - Part 2 46:10

2M ago46:10

46:10

Katz goes back to the drawing board. If the housing crisis is really about wealth inequality, doesn’t the policy we need to fix it… need to address wealth inequality? We go in deep, and what Katz finds makes us wonder: are we even having the right conversation when it comes to the housing crisis? If you're curious about where you stand on your coun…

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Housing policy: Who Does It Best? - Part 1 51:28

2M ago51:28

51:28

Why is your rent so high? What are the policies that created this housing crisis, and what policies can get us out of it? This week we launch the first two parts of our new series, ‘Who Does It Best?’. At a time when many people feel like their governments are not taking care of them, we wondered: how do policies actually shape our daily lives? And…

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Ep 460: Establishing The Operational Systems It Takes To Truly Serve Ultra-HNW Clients Effectively with Stephanie Hughes 1:29:59

2M ago1:29:59

1:29:59

While many financial advisory firms seek to move 'upmarket' and serve high-net-worth and ultra-high-net-worth clients, these clients typically require (and often demand) a different level of service—and can benefit from a more integrated experience across legal, tax, and financial domains. For these firms, creating efficient operational systems is …

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Who Does It Best? - A new miniseries, coming this week 1:16

2M ago1:16

1:16

A new mini-series from The Europeans, landing in this feed later this week. From Paris to Breda, Rome to Reykjavik, ‘Who Does It Best?’ showcases some of Europe’s most successful policies—and offers a few lessons for other countries along the way.By Katy Lee and Dominic Kraemer

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Ep 459: Working More Collaboratively With Clients' CPAs For Better Tax Planning (And Cross-Referral) Outcomes with Steven Jarvis 1:30:00

3M ago1:30:00

1:30:00

Tax planning strategies can fall flat if financial advisors and CPAs aren't working together. Miscommunication, timing issues, and a lack of context can create friction—or worse, lead to missed opportunities or costly mistakes. Steven Jarvis is the CEO of Retirement Tax Services, a tax education and preparation firm that partners with financial adv…

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Babiš is back 56:48

3M ago56:48

56:48

It’s been a busy week for European politics, European protests, and European wallabies. In the midst of the madness, we caught up with Kateřina Šafaříková of Czech news outlet Seznam Zprávy, who filled us in on the Czech Republic’s recent parliamentary elections. Is the probable next Prime Minister, Andrej Babiš, likely to be an Orbán-esque thorn i…

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Ep 458: Overcoming Perfectionism Burnout While Still Serving Clients Well With A Standard Of "Calm Excellence" with Lisa Brown 1:30:00

3M ago1:30:00

1:30:00

Given the high stakes involved (and the desire to provide high-quality service) when working with clients, it can be tempting for financial advisors to lean into perfectionist tendencies. However, doing so can sometimes lead to overwork and potentially burnout, particularly as a firm grows over time. Lisa Brown is the President of Greenwood Gearhar…