Best Chad Joyner Podcasts (2025)

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121: Chat Reynders, Co-Founder of a $4B RIA Reynders McVeigh on True Impact Investing, Differentiation, and Owning Your Story 1:05:42

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9h ago1:05:42

1:05:42

Some RIAs slap ESG labels on products and call it impact investing. Chat Reynders has been doing it for real, since before it was cool. In this episode, Chat sits down with Stacy Havener to unpack the story behind Reynders, McVeigh Capital Management, the $4B firm he co-founded after starting his career… raising money for a whale documentary. Yes, …

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S16 Episode 4 PIVOTS: From Damning to Dialogue 30:22

16h ago30:22

30:22

By Chad Joyner

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120: Lon Stroschein, Founder of Normal 40 and best-selling author of The Trade, on Why High-Achieving Professionals Often Feel Unfulfilled and Want More From Their Story 1:16:18

7d ago1:16:18

1:16:18

Out of more than 100 episodes, this is the one that brought Stacy to tears. And once you hear it, you’ll understand why. Meet today’s guest, Lon Stroschein, founder of Normal 40, where he works with high-achieving professionals who look successful on the outside but feel stuck on the inside. In this episode, he and Stacy talk about: His backstory –…

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S16 Episode 3 PIVOTS: From Opinions of Identity to Truth of Identity 32:14

10d ago32:14

32:14

By Chad Joyner

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S15 Episode 3 VBS PreacherThink Edition: Inside-Out Christ In You 25:04

10d ago25:04

25:04

By Chad Joyner

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S15 Episode 4 VBS PreacherThink Edition: Inside-Out You In Christ 25:04

10d ago25:04

25:04

By Chad Joyner

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S15 Episode 5 VBS PreacherThink Edition: The Word, Not YOUR word! 24:30

10d ago24:30

24:30

By Chad Joyner

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S15 Episode 6 VBS PreacherThink Edition: Rightly Divide 27:39

10d ago27:39

27:39

By Chad Joyner

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S15 Episode 7 VBS PreacherThink Edition: YES, Jesus Loves ME! 33:39

10d ago33:39

33:39

By Chad Joyner

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S15 Episode 8 VBS PreacherThink Edition: Accurate Representation 28:36

10d ago28:36

28:36

By Chad Joyner

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S15 Episode 9 VBS PreacherThink Edition: No Plan B 36:51

10d ago36:51

36:51

By Chad Joyner

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S16 Episode 1 PIVOTS: Performance to Participation 28:24

10d ago28:24

28:24

By Chad Joyner

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S16 Episode 2 PIVOTS: From Peoples Preferences to God's Purpose 36:02

10d ago36:02

36:02

By Chad Joyner

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S15 Episode 1 VBS PreacherThink Edition: Selective Audience 28:46

10d ago28:46

28:46

By Chad Joyner

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S15 Episode 2 VBS PreacherThink Edition: Heart-Wear 30:17

10d ago30:17

30:17

By Chad Joyner

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119:Toussaint Bailey, Exited Founder of a $2B RIA + Managing Partner of Uplifting Capital, on Differentiation, Values-Aligned Investing, and What Comes After a Big Exit 56:34

14d ago56:34

56:34

A lot of people build firms. Very few sell them. Even fewer? Walk away from it all to start again. But that’s exactly what Toussaint Bailey did. After building and selling a $2B RIA, he’s back on the founder path, this time leading Uplifting Capital, a values-first platform rethinking what private market investing could look like. In this episode, …

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118: Joe Greco, Founder of Palio, From the NYSE Trading Floor and CNBC to Performance Coaching in the C-Suite on How We Can Optimize for Peak Performance 1:09:22

21d ago1:09:22

1:09:22

The finance and investment industry is a tough club. It’s known for being money-centric, number-focused, aggressive… even cutthroat. And few places capture that intense energy quite like the trading floor of the NYSE, where today’s guest, Joe Greco, cut his teeth. He started as a floor trader and media commentator, appearing on CNBC and guiding rea…

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117: Do This Before You Post Another Chart on LinkedIn | Story Snacks Series 6:18

28d ago6:18

6:18

The chart you shared on LinkedIn isn’t flopping because people “don’t get it.” It’s flopping because you made them work too hard to understand it. That’s one of the most common content mistakes fund managers make:dropping data without enough context. The good news? It’s an easy fix, and in this episode, Stacy shows you how. She dives into: • 3 quic…

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116: Best-Selling Ghostwriter Holly Crawshaw Joyner on Building Authority with Books + LinkedIn 1:06:28

1M ago1:06:28

1:06:28

Your story isn’t too messy, too boring, or too personal to share. It’s the very thing that sets you apart. And Holly Crawshaw Joyner has built her entire business helping leaders do exactly that. Holly’s ghostwritten 120+ books and built a standout brand on LinkedIn by being raw, honest, and far from perfect. She knows what it takes to turn life ex…

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115: Karl Heckenberg, Founder of $1B platform Constellation Wealth Capital, on Billion Dollar Partnerships, Founder-Led Firms, and Why People Matter More Than Performance 58:36

1M ago58:36

58:36

People matter more than performance. Yes, even in a numbers-obsessed industry. Take it from Karl Heckenberg, founder of Constellation Wealth Capital, a $1B platform that takes minority, non-controlling stakes in large RIAs and wealth management firms. Yes, he understands the numbers and mechanics behind investing. But what actually sets him (and hi…

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114: John Bowman, CEO of CAIA, on Founder-Led Sales, Listening Tours, and Why Empathy Wins in Finance 1:06:50

2M ago1:06:50

1:06:50

What if the most powerful thing a CEO can do… is show up? That’s exactly what John Bowman is doing. As the new CEO of CAIA, he’s not sitting behind a desk or delegating from an ivory tower. He’s on a plane, in person, listening to the very people his organization serves. In this episode, Stacy sits down with John to talk about the underrated power …

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113: Why Mixing Up Job Stories and Brand Stories Hurts Your Pitch | Story Snacks Series 9:30

2M ago9:30

9:30

You’ve got your pitch deck. Your talking points. Your “why us” slide. But if you’re telling the wrong story in meetings, none of that matters. In this episode, Stacy’s diving into the two MVPs of storytelling for fund managers: the job story and the brand story. Think of them like the hammer and wrench in your toolbox, you need both, but you’ve got…

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112: Rewind: $1.5B RIA Founder Chad Willardson of Pacific Capital on Entrepreneurship | How Your Authentic Story Can Fuel Growth | Why Mindset in Money Matters 50:21

2M ago50:21

50:21

The impressively bold mindset that drove Chad Willardson to leave behind a million-dollar salary and a top 1% client base to build his own firm from scratch is the same mindset that grew his firm to $1.5B AUM and earned him the status of 5X bestselling author. In fact, Chad’s story is proof that thinking like an entrepreneur can take you far in the…

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111: Rewind: $1.2B Manager of Managers Turned Fintech Founder Lucky Walker of AM Insights on the Power of Data in Distribution 1:01:07

2M ago1:01:07

1:01:07

Fund managers, it’s time to ditch the pitch deck of doom. It’s not helping you differentiate. It’s putting allocators to sleep. Take it from Lucy Walker, Founder of data platform AM Insights, who spent the bulk of her career as a manager of managers allocating over $1B at specialist firm Sarasin Partners in the UK. She knows this business inside an…

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110: Rewind: Ex-ING $20B Bond Mgr to 500k Macro Research Followers to New Macro HedgeFund, Meet Palinuro Capital Founder / CIO Alfonso Peccatiello 55:39

3M ago55:39

55:39

Alfonso Peccatiello built a following of 500,000 on LinkedIn by doing something radical – by being a real, authentic human in the fund world. And that authentic social presence helped him close investment deals for his new hedge fund, Palinuro Capital. Alfonso’s story is proof that it pays to challenge the status quo and to put people (and connecti…

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109: Rewind: Former Fund Manager at a $27B Shop Turned Boutique Founder Greg Dean of Langdon Partners on Entrepreneurship 1:00:52

3M ago1:00:52

1:00:52

Success as a founder is about more than impressive AUM. It’s about maintaining autonomy and connnection. It’s about taking pride in what you do, the team you’ve built, and most importantly having fun along the way. Take it from today’s guest, Greg Dean, founder of global small-cap specialist firm Langdon Partners. In this episode, he and Stacy disc…

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108: When Business Is Personal | What Happens When Siblings Join the Family Firm | Meet Spencer Ogden and Liz Curtin of Dock Street 1:13:15

3M ago1:13:15

1:13:15

What do a chimney sweep empire, a top hat obsession, and a $500M home services company have in common? Dock Street. This Newport-based multifamily office is redefining wealth management for Main Street entrepreneurs, and it’s run by a sibling duo, Spencer Ogden and Liz Curtin. who swore they’d never work together. In this episode, Spencer and Liz j…

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107: Bob Lind, Co-Founder of Lind Capital Partners, Specialist in Off the Run Credit Investments on Building an Investment Boutique Around Non-Rated Municipal Bonds 54:06

3M ago54:06

54:06

What do you do when the market tells you there’s no room for another fund? You tell a better story and carve your niche anyway. In this episode, Stacy sits down with Bob Lind, Co-Founder of Lind Capital Partners, a boutique manager specializing in one of the most overlooked corners of the credit market: non-rated municipal bonds. They dive into how…

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106: Want That Investor Lunch? Here’s What to Do First | Story Snack Series 5:30

4M ago5:30

5:30

Headed to a new city and thinking, “Should I try to book lunch with that allocator?” Not so fast. If your first email is a wall of text with your bio, your strategy, and your lunch plans all crammed in… it’s probably going straight to the trash. The good news is that there’s a better way to warm up new prospects, and in this episode, Stacy is break…

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105: Liz Fritz, Co-Founder of F2 Strategy, a Boutique Tech Consultancy on Leading with Authenticity in the Wealth Space While Building a Thriving Family 54:35

4M ago54:35

54:35

Picture this: You’ve got a big job in finance, two tiny humans at home, and a brutal 90-minute commute. Then one day, you trade it all in to start a business with your husband. That’s exactly what Liz Fritz did. In this Episode, she joins Stacy Havener to chat about: Taking the leap from corporate to co-founder (with two babies in tow) What it’s ac…

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104: Simon Evan-Cook, Downing Fox – The Role of Luck and Skill in Successful Fund Management and Business Building 1:01:21

4M ago1:01:21

1:01:21

What if luck plays a bigger role in fund success than anyone wants to admit? Simon Evan-Cook isn’t just throwing that idea out there. He’s lived it. He spent years on the allocator side, vetting fund managers and learning what really sticks (hint: it’s not just your track record). Now that he’s a fund manager himself, he’s pulling back the curtain …

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103: From Ranch Life to Running a $3B Firm — Meet Eric Flynn, CFA of Compound Planning 55:29

4M ago55:29

55:29

Forget what you think you know about finance careers. Eric Flynn didn’t come up through Wall Street. He grew up on a ranch in Montana. An actual 20,000-acre ranch, wrangling cattle before most of us were out of bed. Today, he’s the EVP and Head of Wealth Management at Compound Planning, a $3 billion digital family office built by tech founders who …

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102. How a Female, First-Gen American Founder Turned European Credit on Its Head | Meet Agata Dornan and Her $230M Boutique, Chepstow Lane 1:08:19

4M ago1:08:19

1:08:19

When you think about European credit investing, most people assume it’s only for the big shops with billions under management. Agata Dornan, Founder & CIO of Chepstow Lane, is here to challenge that, and she’s doing it with smarts, grit, and real talk about what it really takes to succeed. Agata’s path to launching her own boutique wasn’t a straigh…

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101: Meet Rob Morier: From Wall Street Exec to Podcasting Entrepreneur to Venture Capital Professor 1:08:15

5M ago1:08:15

1:08:15

Stacy and Rob Morier met over 25 years ago at Julius Baer Investment Management, long before podcasting, LinkedIn, and fund manager personal brands were even a thing. Fast forward to today, and Rob’s resume reads like an adventure novel. He’s done it all. From Wall Street, to teaching the next generation about all things VC as a Professor at Drexel…

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100th Episode Featuring Dr. Daniel Crosby | The Scientist and The Storyteller Reunite on The Soul of Wealth, Why Every Company is a Media Company, and How to Find Meaning in the Attention Economy 1:01:15

5M ago1:01:15

1:01:15

Being great at investing is one thing but if no one knows about you or what you stand for, good luck growing your fund. It might sound harsh, but it’s true. In today’s world, attention is the new currency and you can’t afford to ignore it. That’s why today, Stacy is bringing her friend Dr. Daniel Crosby back on the mic for a very special 100th epis…

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S14 Episode 9 Stinging Truths: Passion 40:58

5M ago40:58

40:58

By Chad Joyner

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99: How to Add Personality to Your Posts (Without Losing Your Professional Edge) | Story Snacks Series 10:46

5M ago10:46

10:46

Let’s be honest: writing for LinkedIn can feel like walking a tightrope. You want to sound smart, credible, and professional. But also… like a human. In this Episode, Stacy shares the exact approach she uses to walk that line between being personable and credible (and to generate leads for her firm, Havener Capital, in the process). Listen in as sh…

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S14 Episode 8 Stinging Truths: Dominion 34:59

5M ago34:59

34:59

By Chad Joyner

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S14 Episode 6 Stinging Truths: (Orderly) Illumination 36:17

5M ago36:17

36:17

By Chad Joyner

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98: Inside the Mind of a 3x Billion-Dollar Boutique Founder: Tucker Walsh on Growth, Grit, and Getting Funded 56:15

5M ago56:15

56:15

Stacy’s had a front row seat to a lot of boutique success stories but this one is something special. Tucker Walsh didn’t just build one billion-dollar firm, he did it again. And now? He’s back at it for a third time. In this Episode, Tucker and Stacy talk about what it really takes to build an investment firm from the ground up. They also discuss: …

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S14 Episode 7 Stinging Truths: Maturation 29:58

5M ago29:58

29:58

By Chad Joyner

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97: Sean Peche, Founder and Fund Manager, Ranmore Funds – Benefits of Challenging the Status Quo in Fund Marketing and Distribution 1:02:08

6M ago1:02:08

1:02:08

Most fund managers are happiest behind their screens, crunching data and studying markets. That’s their zone of genius, so it makes sense. But when you step into the founder seat, everything changes. Investing is no longer your only job. Suddenly, marketing and distribution aren’t just important, they’re non-negotiables. Today’s guest, Sean Peche, …

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96: Alex Boyd, Founder of Aware – Helping Investment Firms (and Introverts) Succeed on LinkedIn 45:14

6M ago45:14

45:14

Most college students aren’t spending their free time building trading algorithms. But Alex Boyd isn’t most people. From an early start on an investment desk to founding Aware—a tool that helps professionals build real influence on LinkedIn in a fraction of the time—Alex’s journey is anything but typical. He’s also an introvert who understands what…

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S14 Episode 5 Stinging Truths: Transmission 38:08

6M ago38:08

38:08

By Chad Joyner

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95: Dan Mikulskis, CIO £31B People’s Partnership – How to Take Conference Panels from “Meh” to Magic 1:07:05

6M ago1:07:05

1:07:05

Panels are everywhere in the asset management world. But let’s be honest, most of them aren’t exactly lighting the room on fire. So why is something that seems so simple, so hard to get right? Is it really that tough to throw a few smart folks on stage and ask them questions? To find out, Stacy called in her friend Dan Mikulskis. Dan is the Chief I…

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S14 Episode 4 Stinging Truths: Exoneration 38:38

6M ago38:38

38:38

By Chad Joyner

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94: Big Exit. Bigger Idea. $30M in Backing | Meet Rafael Loureiro, CEO of Wealth.com 1:03:14

6M ago1:03:14

1:03:14

After exiting a successful startup, Rafael Loureiro went looking for a better way to do estate planning…and came up empty. The experience? Clunky. Expensive. Outdated. So like any smart entrepreneur would do, he decided to build something better. Today, Rafael is the CEO of Wealth.com, a FinTech firm backed by Google Ventures and designed to modern…

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S14 Episode 3 Stinging Truths: Exaltation 38:12

6M ago38:12

38:12

By Chad Joyner

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93: Meet Ben Beneche – Former Co-Lead of International Equity at $200B Pictet, Now Boutique Investment Co-Founder at Tourbillon 1:01:00

7M ago1:01:00

1:01:00

Founders don’t start firms because it’s easy; they do it because they believe there’s a better way. That was true for today’s guest, Ben Beneche, who left the comfort of a $200B+ global firm to launch his own boutique: Tourbillon Investment Management. In this Episode, he sits down with Stacy to discuss: His backstory: How his nomadic childhood sha…

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S14 Episode 2 Stinging Truths: Labels 36:18

7M ago36:18

36:18

By Chad Joyner