The FutureProof Advisor is built to help financial advisors unlock their full potential—not just by growing their business, but by becoming the best version of themselves and their firms. Through deep industry insights, real-world strategies, and personal transformation, FutureProof Advisor is your path to doubling your business and building a legacy.
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Service Advisor Podcasts
This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Thoughts and interviews from the financial advice industry!
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Welcome to the Business Advisor Podcast, the go-to show for accountants, bookkeepers and CFOs tired of the grind of client work and eager to step into the role of a business advisor. This podcast is designed for those looking to increase their income and impact by transforming businesses and lives. Each week, we bring you practical, workshop-style episodes, insightful conversations, and a good dose of humor to equip you with the confidence, clarity, and cash flow strategies you need. So, hit ...
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Insights on the Financial Services industry from former Financial Advisor and CFP Garrett Layell. Learn more about what’s going on in the industry and how to fine tune your practice and maximize the enterprise value and growth potential of your practice.
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Providing insights and interviews from industry leaders to help financial advisors create quantum growth.
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Welcome to Cropcast, bringing you all the on crops and soils. Each month, SAC Consulting advisor, Tiffany Mactaggart will be joined by a range of industry experts, bringing you timely updates and the latest research to help you make decisions in the field. Scotland’s Farm Advisory Service is funded by the Scottish Government. Our podcast covers a range of topics which help support your farm or croft to be more profitable and sustainable.
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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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This is NAIFA's Advisor Today Podcast Series where we focus on how financial advisors work, live, and give to their local communities and our greater financial services industry.
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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Welcome to the Organic Advisor Call Series — quick-hit conversations on the hottest topics in organic field crops. Whether you're tuning in from your desk, truck, or tractor, you'll spend one hour each episode learning about emerging issues from expert farmers and industry leaders. This season’s episodes cover everything from market outlooks and weed control in soybeans to cutting-edge tech like drones and robots — and a whole lot in between.
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The Business and Exit Planning Simplified podcast offers clear, actionable guidance to help business owners maximize value, plan successful exits, and achieve financial freedom. Hosted by Joe Curry, a Certified Financial Planner and Certified Exit Planning Advisor, each episode delivers expert insights, real-life case studies, and practical strategies tailored for service-based entrepreneurs approaching retirement. The podcast empowers listeners to transition with clarity, confidence, and a ...
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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...
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The Healthy Wealth Experience - Where Financial Success Meets Personal Wellbeing Host Chris Hall combines 30+ years in finance with wellness expertise to help entrepreneurs and professionals build wealth without sacrificing their health. From investment strategies to money management, we offer advice to make financial success more sustainable. New episodes every week 📈 Market Analysis with a Wellness Twist 💪 Entrepreneur Health & Wealth Stories 🎯 Practical Money + Mindset Strategies Join 323 ...
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Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together b ...
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Don and Mitch Fox of Fox Group Private Wealth Management have been guiding clients through the complexities of financial planning for over 35 years. With their decades of experience, they offer practical advice on everything from budgeting and saving to investment strategies and retirement planning. Their down-to-earth approach helps you tackle today's financial challenges with confidence. Don often says, "A comprehensive financial plan is the foundation of financial success." Join them week ...
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Noah Brooks, Good Life Director and Chief Investment Strategist, and Chris Needs, Research Analyst, geek out – ahem, “enthuse” – over the markets and the investment landscape for an artful discussion on relevant and interesting influences and impacts to the economy and your financial outlook.
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Host, Dr. James Dahle, is a practicing emergency physician and founder of the White Coat Investor Blog. Like the blog, the White Coat Investor Podcast, is dedicated to educating medical students, residents, physicians, dentists, and similar high-income professionals about personal finance and building wealth, so they can ultimately be their own financial advisor—or, at least know enough to not get ripped off by a financial advisor! We tackle the hard topics like the best ways to pay off stud ...
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Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. Oechsli (The Oechsli Institute) is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in if you want to know things like: - The most effective financial advisor mar ...
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Welcome to the Serve First, Sell Later Marketing with Sylvia Garibaldi. The ultimate podcast for legal, financial and other service-based professionals seeking to grow their practices and attract more high-paying clients through leading edge marketing solutions that feel authentic and non-salesy. This podcast is your compass to navigate the competitive world of marketing your legal or financial services. Sylvia shares simple insights, strategies, and proven techniques tailored to service-bas ...
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Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE. Host Zach Abraham, Chief Investment Officer at Bulwark Capital Management, will cover all types of investment vehicles and you’ll learn what investing looks like when portfolios aren’t influenced by the corporate objectives of the big banks and Wall Street brokerage houses. Subscribe to the podc ...
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Joe O'Mahoney is Professor of Consulting at Cardiff University and a growth & exit advisor to boutique consultancies. Joe researches, teaches, publishes and consults about the consulting industry. In the CONSULTING GROWTH PODCAST he interviews founders that have successfully grown or sold their firms, acquirers who have bought firms, and a host of growth experts to help you avoid the mistakes, and learn the insights of others who have been there and done that. Find out more at www.joeomahone ...
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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The FinServ Podcast brings together legends and leaders in financial services to show the path they took. We want to inspire the next generation of talent in financial stories through the true leadership stories of industry titans.
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Orion’s The Weighing Machine How does Orion help financial advisors guide investors toward their financial goals? We provide the services and solutions advisors need to help clients stay invested in balanced portfolios. On Orion’s “The Weighing Machine,” featuring Ben Vaske, BFA, we cut through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals. Each podcast reviews weekly commentary by Orion’s investment tea ...
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In this award winning podcast, a team of hosts from W1M are joined by a variety of guests to get under the bonnet of investment-related topics. From deep dives across the full spectrum of asset classes and regions, to broader themes of geopolitics, economics, and entrepreneurism, this podcast aims to demystify the worlds of finance, investment and beyond. Hosted on Acast. See acast.com/privacy for more information.
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A Master Technician, a microphone, 30 years of experience in the Automotive Industry: buckle up! Come along as we take a look at the current state of the automotive industry from the point of view of the guys and gals turning the wrenches. So no matter what you fix, how you fix it, or how many tools you have to fix it with: welcome to the Grease the Wheels Nation. Also once in a while we take a look at the makes and models of cars we work on through the lenses of history, economics, politics ...
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Welcome to "Swift Chats" in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and "fintech" companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
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Leaders of the Ledger from CPA Practice Advisor in partnership with Rightworks spotlights the people and ideas shaping the future of the accounting profession. Each episode host Rob Brown interviews influential firm leaders, innovators and rising stars to uncover how they are tackling today’s biggest challenges whether it is client advisory services, AI and technology, talent strategy or firm growth through M&A. Built on CPA Practice Advisor’s trusted recognition lists like the 40 Under 40 I ...
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On the ROI podcast, we discuss some of the most important questions facing investment professionals today, ranging from macroeconomic views, to perspectives on the equity and fixed income markets, to insights on practice management. We aim to cut through the noise, examine the data, and provide fresh insights to investment professionals as they help their clients find better ways to invest…seeking to generate attractive returns on their investments.
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What Dewey Do? is a Financial Planning and Wealth Management podcast that introduces listeners to leaders in our community so they can plan for and live their best life! The WDD? Podcast is hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely ...
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Mastermind Advisor Marketing is Marketing for Financial Advisors Created by Financial Advisors. The financial world is changing at the speed of data, and old methods of reaching your clients are no longer effective. Mastermind Advisor Marketing uses state-of-the-art technology, developed by those in the financial and digital spaces, to help financial advisors generate qualified leads and close business. On the Mastermind Advisor Podcast, join Vince Oldre and Josh Woodward as they explain how ...
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One of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds” – Bloomberg BusinessWeek
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Conversations with Alina on Your Trusted Advisor stem from representing clients and families for 23+ years. Alina Gonzalez-Dockery and team believe in personalized service for each and every client. Our approach is education being proactive. We first determine each client’s individual needs, desires and values, and then tailor their plan to best fulfill their dreams considering the needs of growing families in mind.
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Welcome to AutoFix AdvisorCast, the podcast where automotive service advisors finally have a place to call home. Hosted by industry veteran Michael Doherty, with over 28 years of experience in the trenches, this show dives deep into the challenges, frustrations, and demands of being a service advisor in the independent auto repair world. AutoFix: AdvisorCast isn’t just about problems; it’s about solutions. Michael Doherty shares best practices, actionable tips, war stories, and fresh ideas f ...
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Hosted by a mentor with a background in specialist security operations, strategic intuitive intelligence, former military service, and transformational psychology. This podcast brings a rare lens to the challenges lawyers quietly carry. As an advisor to CEOs, leaders, and legal professionals at the edge of change, your host draws on decades of experience in high-pressure environments to deliver grounded, strategic intuitive insight. Each episode explores what truly sustains a legal career—me ...
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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Pioneers and Pathfinders is a podcast about the people driving change in the legal industry. Interviews will focus on how their unique journeys inform their thinking about the profession, the business of law, the solutions they create, and where the industry is going next. The podcast will feature guests with multiple backgrounds and perspectives drawn from a number of areas including talent, technology, diversity and inclusion, social justice, education, training, and the business of law. T ...
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This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
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Highlighting stories that need to be told to encourage entrepreneurs, business owners and leaders who are making a difference. It's not about the glam and glitz in these processes, but more about the "footnote"...
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The Real Build is about building a better culture, leaders, visionaries, and community to better serve the client. I am your host Bill Reiman, Your Broker Builder. I'm here to showcase real business owners who build companies with integrity, trust, and a commitment to making a positive impact. Join us as we explore their stories, insights, and strategies for success. As always, we are here to show the client exactly what to look for before hiring a business or service. Welcome to The Real Build
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Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients. Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most. Integrity, commitment, kindness, and flexibility are core ...
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Welcome to i.O. - Insolvency Options, the essential podcast for business recovery and debt solutions in Australia. Join Darren Vardy, Managing Director of Insolvency Options and Official Liquidator with 30+ years of experience, as he demystifies the complex world of business insolvency and debt restructuring. This essential podcast delivers practical insights and expert guidance for professionals and business owners navigating financial challenges. Perfect for: - Lawyers and Legal Profession ...
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Are you a high-performing executive who wants to earn freedom while keeping your professional edge? Then the Going Long Podcast with Billy Keels is for you. This podcast shares the actionable insights you want to make more money, build more freedom, and maintain the career you've built. Whether you're building a business on the side, investing your capital, or identifying your passion project, you'll get real stories and tactical strategies from others who've done the same on their terms. Ho ...
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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer's, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
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Welcome to Whitley Penn Talks where we give you valuable insights to help you make confident, informed decisions and move your business forward. At Whitley Penn, we serve as the nation's 34th largest full service public accounting firm, headquartered at the heart of Fort Worth, Texas. In 2019, we started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. Since then, our content has grown and changed, just like us. Now, we aim to give you va ...
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Join College Essay Advisors' Founder and Chief Advisor, Stacey Brook, and Director of Advising, Becca Myers, for the inside scoop on all things college essay-related – from brainstorming tips to real time essay reviews. This is your chance to go behind the scenes at CEA and discover what admissions is really looking for!
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How Independent Advisors Can Stand Out in the Age of AI Search with Paul Gilbert and Shawna Ohm
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In this Swift Chat conversation, Marie Swift speaks with Paul Gilbert, Marketing Manager at Myriad Advisor Solutions, a long-established, full-service business advisory firm, and Shawna Ohm, Founder of Content 151, a customized content and marketing solution for independent financial advisors, to discuss year-end insights for independent advisors n…
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327: Your Client Service Model Upgrade: Streamline Your Process, Boost Profitability, and Wow Your Clients
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Welcome back to the show where we help financial advisors build efficient, profitable, and deeply human advisory firms. In this episode, Libby dives into the heart of creating a scalable and sustainable client service model. She breaks down the mindset shifts advisors need, the math behind revenue per hour, how to segment your book intentionally, a…
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148: Triad Member: Fired for Putting Clients First and How He Rebuilt a Family Practice Gathering $65M of New Assets with Keith Leverentz
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What do you do when doing the right thing gets you fired? That’s the question at the center of this conversation with Keith Leverentz. Keith started his career as a high school science teacher before being recruited into a captive financial firm. He quickly became the number one producer in the organization—but he was doing something most advisors …
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Send us a text On this weeks episode of Grease the Wheels, Uncle Jimmy makes a comprehensive wish list of things that we would like to see in the automotive industry. This list doesn’t leave anyone out either, with special focus on customers to start it off, and special callouts for management and ownership that does it right. We also get into the …
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December 23, 2025 - Zach and Chase discuss the current state of the market, focusing on investment strategies, the impact of AI on business models, and the dynamics of global markets. He emphasizes the importance of understanding valuation concerns and the cultural implications of market behavior. The conversation also touches on capital flows, int…
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Which would make you the happiest? Saving money or spending money?
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In this episode, Grant and Bill discuss what would make you the happiest, the pull of BNPL, can financial click-bait headlines be conversation starters with your financial advisor, and what women want from their financial advisor.By Grant Dorhout
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How Financial Advisors Are Thinking About Markets Heading Into 2026
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Cinthia Murphy, Investment Strategist at VettaFi, breaks down new survey data on how financial advisors are thinking about equities, fixed income, and crypto heading into 2026.By Nate Geraci
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Top ETF Stories to Watch in the Year Ahead with Tidal’s Brittany Christensen
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Brittany Christensen, Head of Business Development at Tidal Financial Group, highlights her top ETF stories to watch in the year ahead.By Nate Geraci
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Top Market & ETF Stories to Watch in 2026
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Cinthia Murphy, Investment Strategist at VettaFi, breaks down new survey data on how financial advisors are thinking about equities, fixed income, and crypto heading into 2026. Brittany Christensen, Head of Business Development at Tidal Financial Group, highlights her top ETF stories to watch in the year ahead.…
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Episode 588: Global Corporate Leader to Board Service Excellence - Dion Graham
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Going Long Podcast Episode 588: Global Corporate Leader to Board Service Excellence - Dion Graham ( To see the Video Version of today's conversation just CLICK HERE. ) In today's episode of The Going Long Podcast, you'll learn the following: [00:24 - 02:58] Billy welcomes and introduces today's special guest, Dion Graham. [02:58 - 10:51] Billy asks…
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333: Jeremy’s 5-Step Retirement Planning Process & How it Attracts Better Clients with Jeremy Keil
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In this episode, Libby welcomes back Jeremy Keil to unpack how financial advisors can turn an intangible service into a clear, compelling, and repeatable client experience. Jeremy shares the evolution of his five-step Retirement Master Plan, how defining and naming a process transformed both his client outcomes and his business efficiency, and why …
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Best Of: The Mistakes That Can Haunt Your Estate
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What happens to your legacy when your wishes aren’t clearly planned—or when life throws unexpected changes your way? This episode of Financial Straight Talk with Jim Fox dives into the complexities of wills, trusts, and beneficiary decisions, revealing why legacy planning is never “one and done.” Learn how family dynamics, changing relationships, a…
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Ep 17: Why Owner Independence Is the Key to a Sellable Business | Hub & Spoke Explained
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In this final episode of the Eight Drivers of Business Value series, Joe Curry explains why the hub and spoke model is one of the biggest threats to business value and exit success. Learn how reducing owner dependence can increase valuation, reduce buyer risk, and create a business that’s easier — and more enjoyable — to run. Resources Traction by …
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December 22, 2025 - Zach and Chase discuss the recent surge in precious metals, particularly gold and platinum, and the underlying market dynamics driving these changes. They explore capital cycle investing, the valuation of gold mining companies, and the importance of trading strategies and market timing. The conversation also touches on the role …
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Ep 61 | Bob Stein | What Surprises Are Ahead for the US Economy in 2026? | ROI Podcast
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At the precipice of a new year, Bob Stein discusses the implications of a probable new Fed Chair, the possibility of a Supreme Court ruling against tariff policies, and the odds for mid-term elections. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust…
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Comparing Major CRMs: Inside JEDI’s New Platform Comparison Whitepaper
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Key topics covered include: -How to match CRM platforms to firm size, growth trajectory, and long-term vision. -Why integration and automation are critical to improving operational efficiency. -The differences in analytics, reporting, and dashboards across Redtail, Wealthbox, and Salesforce. -How clean, connected data enhances client experience and…
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The Best Clips You Missed — Year-End Roundup
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Too much on your plate to catch every episode this year? No problem. This holiday-themed compilation episode of What Dewey Do? brings together three of the year’s most talked-about moments. In Season 6 Episode 8 (Ep 130), highlights from covering how to think like a business owner, how to identify your millionaire mindset, and how to manage financi…
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Exploring the Role of Expert Witnesses in Legal Proceedings with Dr. John Burleson
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The central theme of this episode revolves around the pivotal role that expert witnesses play within the legal framework, as elucidated by Dr. John Burlson, a distinguished member of the Help Lawyer network. Dr. Burlson shares his extensive expertise in the domain of spine surgery, highlighting the intersection of medical knowledge and legal procee…
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MtoM #254: Hospitalist Becomes a Full-Time Entrepreneur and Finance 101: Tax Loss Harvesting
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Today we are talking to a hospitalist who is giving up partnership at his practice to become a full time entrepreneur. He is excited to be able to practice medicine on his own terms. He has always had an entrepreneur mindset and not long after residency he started buying real estate and ultimately ended up buying six car washes with a plan to acqui…
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Adam Hetts of Janus Henderson - Positioning Multi-Asset Portfolios for 2026
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Key Takeaways What is Adam’s favorite home-cooked meal or recipe? Adam’s professional background and more on the multi-asset group he leads at Janus Henderson As Adam steps back, and looks forward to 2026, what does he see as the most important macro drivers investors should be focused on right now? As Adam thinks about the Fed’s policy path going …
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I've seen it a thousand times. You offer a client "business advisory," and their eyes just glaze over. You know you can help them improve their cash flow or grow their business, but they just nod politely and say, "Maybe later." The truth is, it's not that they don't need your help; it's that they can't see what you're really offering. "Advisory" i…
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EP #31: NASA UFO Evidence Revealed w/ Ed Wilson & Seth Lamancusa | Simpkinson Investigation
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In this powerful episode of The Healthy Wealth Experience, host Chris Hall sits down with historians and investigators Ed Wilson and Seth Lamancusa to uncover the groundbreaking Simkinson NASA investigation, a deep dive into UFO evidence hidden within NASA archives. Ed Wilson shares his three-year research journey through rare and previously unseen…
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December 19, 2025 - Zach and Chase discuss current market trends, investment strategies, and the implications of passive investing on market valuations. They explore the relationship between the US and China, emphasizing the mutual dependencies that exist between the two economies. The conversation also touches on football insights, analyzing game …
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Gerard Minack: Founder of Minack Advisors
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In our final episode of 2025, we are joined by macro strategy expert Gerard Minack, for a wide-ranging discussion on markets, policy and risk. Gerard reflects on his career, how macro investing has evolved, and why human behaviour still matters as much as data and technology. The discussion explores the AI boom, including market concentration and i…
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332: The Two CEO Day Questions Every Advisor Should Ask Before 2026
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In this episode, Libby shares a powerful two-question framework to help you reshape your business heading into 2026. You’ll learn how to identify the five tasks you should stop doing, the five priorities you should start doing, and how this simple exercise can reshape your capacity, clarity, and client experience. 🚀 You’ll also hear how advisors ha…
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Send us a text On this episode of Grease the Wheels, Uncle Jimmy goes over some very interesting survey results from inside the automotive industry from WrenchWay. They asked a lot of the right questions when it comes to things like job satisfaction, training opportunities, and how well their facilities are kept — but there are a handful of things …
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M&A Masterclass with Jon Kuttin and Frank LaRosa
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We are back with another episode of Quantum Growth for Financial Advisors! On this episode, we give our Quantum Growth listeners a special treat with a guest episode featuring Jon Kuttin on AdvisorTalk with Frank LaRosa. Frank goes deep with Jon on why he believes he has been so successful acquiring practices over the years The post M&A Masterclass…
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December 18, 2025 - Zach and Chase discuss the current state of the markets, focusing on index performance, inflation data, and the implications for investment strategies. They analyze the valuation concerns surrounding major tech stocks, the impact of international capital flows, and the potential for AI-driven growth. The conversation also touche…
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Buy the Dip or Tap the Brakes? The New Reality for Big Tech
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In Episode 51 of The Market Enthusiast, Noah Brooks and Chris Needs examine whether recent pullbacks in big tech represent another buy-the-dip moment or a signal that the market is entering a different phase. They discuss the rotation out of mega-cap growth, why earnings beats are no longer enough to support valuations, and how unemployment trends …
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Episode 587: How to Design a Business that Makes You Happy
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Going Long Podcast Episode 587: How to Design a Business that Makes You Happy ( To see the Video Version of today's conversation just CLICK HERE. ) In today's episode of The Going Long Podcast, you'll learn the following: [00:24 - 01:09] Billy welcomes us to, and introduces, today's show. [01:09 - 10:07] Billy shares a personal story that illustrat…
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Macro Musings with the W1M Multi Asset Team: Volume 2
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In this episode Luke Hyde-Smith, James Mee and Matthew Parkinson return for Volume 2 of the Macro Musings series that brings listeners inside the investment desk to discuss the macro and market themes of the year. The team reflects on policy decisions, market moves, and why inflation remained far more subdued than anticipated. They explore how thes…
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The Six Defining Trends Shaping Financial Advisors in 2025
51:18
51:18
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Show Highlights Include: 00:00 – Introduction & Why These Topics Matter Frank and Stacey explain why this episode focuses on the six themes that got the most traction from advisors in 2025. 03:28 – Data as an Asset and Its Impact on Valuation Why CRM, data quality, and accessibility now play a major role in how buyers evaluate advisory firms. 08:10…
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WCI #450: When You Win the Game, Stop Playing with Bill Bernstein
57:31
57:31
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Today we're thrilled to welcome back our friend and financial expert Bill Bernstein for a thoughtful conversation about what it really means to "stop playing when you win the game." We dig into the idea of "enough," how to know when you've reached it, and what changes—financially and emotionally—once you have. This episode offers a candid look at l…
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Scaling Smart: Productivity, AI, and the Modern RIA
25:32
25:32
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25:32
AI isn’t arriving—it’s already here. But the firms that will benefit most aren’t the ones chasing the next headline—they’re the ones learning to apply the technology with strategy and intention. In this episode of The FutureProof Advisor, I explore how the narrative around AI is shifting—from abstract potential to practical, day-to-day impact. Whet…
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Director Penalty Notices - Understanding Your Personal Liability | i.O. Insolvency Options
21:13
21:13
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What is a Director Penalty Notice and how can it make you personally liable for company debts? In this essential episode, Darren Vardy explains the ATO's powerful enforcement tool that gives directors just 21 days to act or face personal liability for unpaid PAYG, GST, and superannuation. Learn the critical difference between standard and lockdown …
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December 17, 2025 - Zach and Chase discuss the current state of the market, focusing on key indicators, AI's impact, and the competitive landscape of major companies like Tesla and Oracle. They delve into the implications of inflation, investment strategies in cyclical markets, and the energy sector's resilience. The conversation also touches on mi…
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For our last episode of the year, we’re pleased to welcome back to the podcast Justin Ergler. Justin is a consultant focused on legal operations, outside counsel management, and client value strategy. Listeners may know Justin from his work at GlaxoSmithKline, where he pioneered the award-winning Outside Counsel Selection Initiative and led the com…
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Episode 242: Purpose, Resilience, and Ethical Planning
53:17
53:17
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Heath Prior of Prior Wealth PlanningBy Cambridge
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Are Lawyers Losing Their Edge? The AI Dilemma
20:26
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The primary focus of this discourse centers around the profound implications of artificial intelligence (AI) within the legal profession. I assert that while AI offers significant efficiencies, it concurrently poses a substantial risk of cognitive decline among legal practitioners. This episode delves into the seductive allure of expedited processe…
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147: Solo - Top 5 Most Replayed Moments in 2025 (According to the Stats) with Brad Johnson
28:08
28:08
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Every advisor is looking back at the year — what worked, what didn’t, and what’s worth carrying into 2026. So I pulled the analytics, reviewed the conversations, and rounded up the five moments that advisors like you rewatched the most. Each clip reveals something different: how to build real structure inside your firm, how to scale yourself out of…
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December 16, 2025 - Zach and Chase discuss the current state of the market, focusing on major stocks like Tesla, Nvidia, and Palantir. They analyze market trends, valuation discrepancies, and the inefficiencies present in the market. The conversation delves into investment strategies in a volatile environment, the role of narratives in stock moveme…
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ETFs 2025 Wrapped with Morningstar’s Ben Johnson
1:11:29
1:11:29
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Ben Johnson, Head of Client Solutions at Morningstar, recaps the year in ETFs, sharing his picks for ETF Story of the Year, ETF of the Year, ETF Issuer of the Year, and more. He also looks ahead to 2026, highlighting the key industry trends and developments he’s watching.By Nate Geraci
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Episode 586 - Beyond Metrics: Finding Humanness with Axel Ferreyrolles
45:21
45:21
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Going Long Podcast Episode 586: Beyond Metrics - Finding Humanness - with Axel Ferreyrolles ( To see the Video Version of today's conversation just CLICK HERE. ) In today's episode of The Going Long Podcast, you'll learn the following: [00:24 - 02:16] Billy welcomes and introduces today's special guest, Axel Ferreyrolles. [02:16 - 06:15] Billy asks…
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Could passive income be the answer to achieving a successful retirement?
54:00
54:00
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In this episode, Grant and Bill discuss passive income, where does Healthcare coverage rate on your list of top priorities, and the world's top retirement destination.By Grant Dorhout
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Louis Diamond: Advisor Transitions, Independence, and Building Enterprise Value
36:03
36:03
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Louis Diamond (CEO of Diamond Consultants) joins David DeCelle to break down what really drives advisor transitions—and how top teams evaluate moves to independence, new platforms, or M&A opportunities. Louis shares the "consultative recruiting" model his firm has built over nearly 30 years, why freedom, flexibility, and control are the three core …
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331: The Science of Follow-Through: How Advisors Can Finally Stick to Their Goals with Brian Ford
1:03:06
1:03:06
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Financial advisors often begin the year energized, organized, and committed to ambitious goals. Yet, by March, many find their plans stalling—not because of a lack of motivation, but because of a lack of true accountability. In this episode, neurobiology-based performance and accountability expert Brian Ford breaks down why traditional views of dis…
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In this episode George Chalmers is joined by Professor Fiona Burnett to look back at some of the key developments in agronomy which have taken place over her 33-year career, along with discussion about those which will shape the future. Welcome to CropCast, your go to podcast for all the latest information on arable crops. Each month, SAC adviser, …
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Best Of: Retirement: It’s Not About Products, It’s About Your Plan
16:03
16:03
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What if the secret to retirement isn’t a product, but a plan built around your life? Jim Fox shares why thinking outside the box—and beyond sales pitches—leads to financial independence. Learn how knowledge, tax strategy, and personalized planning can help you spend wisely, enjoy your money, and avoid common pitfalls. Discover real stories of retir…
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Welcome to Cropcast Conversations hosted by Mark Bowsher-Gibbs. On today’s episode Mark is joined by Andrew Milne and Nick Hobson of United Oilseeds. We hear how the co-operative is structured, review 2025 OSR harvest and look ahead to prospects for 2026. They also discuss physical movements of the crop and market pricing mechanisms, so for all thi…
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