Podcast: Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this?)
Episode: Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
Pub date: 2025-02-06

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In our 157th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss tactics for reducing the worry that can arise for people when meeting with a financial advisor for the first time.

For full show notes, see kitces.com and thesocietyofadvice.com.

The podcast and artwork embedded on this page are from Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Perfect RIA (LS 50 · TOP 0.5% what is this?)
Episode: Value Beyond The Meeting [Episode 305]
Pub date: 2025-04-21

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In this episode, Matt and Micah discuss the art of delivering massive value to clients that extends far beyond the conference room door. They argue that cash flow isn't just a financial metric—it's the lifeblood of effective retirement planning. The duo shares practical wisdom on systematically tracking value delivery, mastering the delicate dance of cash flow conversations, and leveraging your own financial journey to build unshakeable client confidence. They unpack the emotional dimensions of money management while emphasizing that broad-stroke cash flow planning trumps tedious line-item budgeting every time. Throughout their conversation, they reveal how strategic accountability keeps clients engaged and on track toward their financial goals, ultimately transforming the advisor-client relationship.

Value Beyond The Meeting [Episode 305]

Resources in today's episode:

- Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn

The podcast and artwork embedded on this page are from Matthew Jarvis, CFP® & Micah Shilanski, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Memo by Howard Marks (LS 53 · TOP 0.5% what is this?)
Episode: Nobody Knows (Yet Again)
Pub date: 2025-04-09

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In his latest memo, Howard discusses how the recent events surrounding tariffs can have a seismic but unpredictable impact on the global economy.  Seismic in that they reflect a fundamental undoing of longstanding norms, and unpredictable in that tariffs would bring untold second- and third-order consequences.  He emphasizes that there is no foreknowledge here, with forecasts even less likely to be accurate than usual.  Howard considers the response of the financial markets, highlighting the key question regards the appropriateness of the market reaction thus far: has it been just right, excessive, or inadequate?

You can read the memo here (https://www.oaktreecapital.com/insights/memo/nobody-knows-yet-again).

The podcast and artwork embedded on this page are from Oaktree Capital Management, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: TRAP: The Real Adviser Podcast (LS 45 · TOP 1% what is this?)
Episode: 69 - The Couples Conundrum
Pub date: 2025-04-24

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TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com

In this latest pile of TRAP, the Trap Pack discuss

• Topical Titbits
• Meat and Potatoes: The Couples Conundrum
• Culture Corner
• TRAPist question(s) from www.twitter.com/james_bulpit

Show links: http://tiny.cc/traplinks

============================
Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.

Help us to help you! The more followers we have, the more we can do stuff going forward. So please:

• Subscribe and Like our YouTube Channel
• Leave a 6/5 star review on iTunes
• Share TRAP with your peers and colleagues
• 'Enjoy' the Twitter chat at @AdviserPodcast.

The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Long and The Short Of It (LS 46 · TOP 1% what is this?)
Episode: 344. Humans and AI
Pub date: 2025-04-29

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This week, Pete brings a raw noodle to the table, in order to talk to Jen about the similarities between coaching people and creating inputs for AI.

Specifically, in this episode Jen and Pete talk about:

• How do both leadership and interacting with AI require curiosity?
• Why is it important to understand that AI platforms can be flawed?
• How does empathy inform our interactions with both humans and AI technology?

To hear all episodes and read full transcripts, visit The Long and The Short Of It website: https://thelongandtheshortpodcast.com/.

You can subscribe to our Box O’ Goodies here (https://thelongandtheshortpodcast.com/) and receive a weekly email full of book and podcast recommendations, quotes, videos, and other interesting things that Jen and Pete are noodling on. 

To get in touch, send an email to: [email protected].

Learn more about Pete's work here (https://humanperiscope.com/) and Jen's work here (https://jenwaldman.com/).

The podcast and artwork embedded on this page are from Peter Shepherd & Jen Waldman, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Invest Like the Best with Patrick O'Shaughnessy (LS 67 · TOP 0.05% what is this?)
Episode: Boyd Varty - Becoming A Meaning Maker - [Invest Like the Best, EP.395]
Pub date: 2024-10-29

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My guest today is Boyd Varty. Boyd is a lion tracker, life coach, and storyteller who grew up in the South African wilderness, living amongst and tracking wild leopards. This is his fourth time on Invest Like the Best but the first in six years. Boyd is a perfect follow-up to my episode with Lulu Meservey unpacking the intricacies of storytelling and why it's such an essential for founders. Boyd walks us through different mechanisms of cultivating storytelling and becoming a meaning-maker. He encourages everyone to become somebody who stories happen around and be a character who finds characters. We discuss his concept of “story hunting,” leveraging stories in business, and continuously finding new meaning in life. Please enjoy my discussion with Boyd Varty.

For the full show notes, transcript, and links to mentioned content, check out the episode page here.

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This episode is brought to you by Ramp. Ramp’s mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Ramp is the fastest growing FinTech company in history and it’s backed by more of my favorite past guests (at least 16 of them!) than probably any other company I’m aware of. It’s also notable that many best-in-class businesses use Ramp—companies like Airbnb, Anduril, and Shopify, as well as investors like Sequoia Capital and Vista Equity. They use Ramp to manage their spending, automate tedious financial processes, and reinvest saved dollars and hours into growth. At Colossus and Positive Sum, we use Ramp for exactly the same reason. Go to Ramp.com/invest to sign up for free and get a $250 welcome bonus.

—

This episode is brought to you by Alphasense. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. AlphaSense provides access to over 300 million premium documents, including company filings, earnings reports, press releases, and more from public and private companies. Invest Like the Best listeners can get a free trial now at Alpha-Sense.com/Invest and experience firsthand how AlphaSense and Tegas help you make smarter decisions faster.

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Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes. 

Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.

Follow us on Twitter: @patrick_oshag | @JoinColossus

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).

Show Notes:

(00:00:00) Welcome to Invest Like the Best

(00:05:27) The Power of Storytelling

(00:06:08) Lessons from Safari Stories

(00:08:37) Finding Meaning and Purpose

(00:09:18) Becoming a Story Hunter

(00:13:27) The Role of Fear in Storytelling

(00:15:31) Crafting and Sharing Your Narrative

(00:17:04) Building a Strong Culture Through Stories

(00:23:42) The Importance of Storytelling in Business

(00:32:41) Meeting Chris Bacchus

(00:34:14) Living Authentically: Following Your Internal Pulls

(00:35:34) The Tension of Reinvention: Beyond Your Greatest Hits

(00:36:46) The Art of Self Reinvention

(00:39:49) Crafting a Great Story: Key Components

(00:41:45) Solitude and Self-Knowledge: The Path to Originality

(00:45:00) The Role of High Stakes in Finding Meaning

(00:47:49) The Endurance Hunt: A Journey with the Kalahari Bushmen

(00:52:56) Simplicity and Abundance: Lessons from the Bushmen

(00:54:37) Becoming a Character: Traits of Remarkable People

(00:59:35) Life's Work: Expressing Yourself in Service of Others

The podcast and artwork embedded on this page are from Colossus | Investing & Business Podcasts, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Memo by Howard Marks (LS 53 · TOP 0.5% what is this?)
Episode: Ruminating on Asset Allocation
Pub date: 2024-10-22

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In his latest memo, Howard Marks outlines the need to base asset allocation decisions around an established risk target. He describes the fundamental differences between ownership and debt, as well as the importance of finding the combination of the two that gets an investor’s portfolio to the desired position on the risk/return continuum. Finally, he expands on the increased utility of debt investments in today’s portfolios.

You can read the memo here (https://www.oaktreecapital.com/docs/default-source/default-document-library/ruminating-on-asset-allocation.pdf?sfvrsn=67775566_2).

The podcast and artwork embedded on this page are from Oaktree Capital Management, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Efficient Advisor: Tactical Business Advice for Financial Planners (LS 43 · TOP 1.5% what is this?)
Episode: 230: The Client New Year's Letter You Need to Write Now!
Pub date: 2024-10-29

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Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year’s letter.

Really, Libby? A letter is going to make a difference? 

ABSOLUTELY, but the catch is you have to include the right things. 

It’s easy for clients to lose sight of all the work you do behind the scenes, but a well-crafted New Year’s letter can change that. In this episode, I’ll guide you through exactly what to include in a letter that not only recaps the services and support you provided over the past year, but also shows clients the value you bring to their lives.

Plus, we’ll cover how to preview upcoming changes and improvements in a way that builds excitement and trust. We want your clients to ooze with appreciation over 2025 and excitement for working with you in 2025!

In this episode we’ll cover: 

1. How to use an Impact Score to rate your Client Service Model. 
2. How to use this letter to reinforce the Behind-the-Scenes work that you do, reminding them of the value you bring
3. Set expectations and build excitement for 2025 and the changes that come along with a new year in your business
4. And, SO MUCH MORE!
   
   

Ready to take your client communications to the next level? I’ll share tips and resources to help you craft a New Year’s letter that’s personalized, impactful, and memorable. 

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

The podcast and artwork embedded on this page are from Libby Greiwe, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: TRAP: The Real Adviser Podcast (LS 45 · TOP 1% what is this?)
Episode: 56 - Full Fit Financial Planning
Pub date: 2024-10-24

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In this latest pile of TRAP, the Trap Pack discuss

• Topical Titbits including Irish pension funding changes, FT article on how risk has been so misunderstood, art scams, adviser fee levels, FCA reviews of ongoing services and consolidators
• Meat and Potatoes: Full Fit Financial Planning
• Culture Corner

Show links: http://tiny.cc/traplinks

============================
Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.

Help us to help you! The more followers we have, the more we can do stuff going forward. So please:

• Subscribe and Like our YouTube Channel
• Leave a 6/5 star review on iTunes
• Share TRAP with your peers and colleagues
• 'Enjoy' the Twitter chat at @AdviserPodcast.

The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: 2Bobs—with David C. Baker and Blair Enns (LS 50 · TOP 0.5% what is this?)
Episode: The Four Conversations: A New Model for Selling Expertise
Pub date: 2024-10-23

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David interviews Blair about his new book, which lays out his proven framework B2B service providers can use to increase closing ratios and average proposal values.

 

Links

Order The Four Conversations: A New Model for Selling Expertise by Blair Enns

The podcast and artwork embedded on this page are from David C. Baker and Blair Enns, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.