Tune in to hear:

- What are some of the most common misconceptions about Anika’s work and more broadly about those on the autistic spectrum?

- What is ABA and why is early intervention so important?

- What might account for the precipitous growth in autism spectrum disorders? Is it superior diagnostic abilities or something else?

- Why do autism spectrum disorders often go undiagnosed in girls?

- What are some of the unique financial considerations for advisors with clients or children on the spectrum?

- How can advisors better connect with and serve their neurodivergent clients?

- For financial advisors serving families with autistic children, what should they know about the stressors that accompany this and how can they be more empathic and well informed?

- What can neurotypical folks learn from people who are on the spectrum?

https://abilearningcenter.com

Compliance Code: 2072-OAS-11/1/2022

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- What about the investment world clicked for Shannon, and drew her in, at such a young age?

- Did Shannon start out as an analyst for a hedge fund manager or how did her career unfold?

- Was it a difficult decision for Shannon to pivot from investment banking to managing a more DIY retail business?

- What does RFG focus on in-particular and what did they win a “wealthie” award for?

- Shannon built RFG in Alabama. How did she settle on such an unconventional place to build out her world class platform?

- What would the culture and team makeup look like for the “RIA of the future?”

- What does the tech stack look like for the RIA of the future?

- How will the RIA of the future address longevity risk?

Compliance Code: 2084-OAS-11/1/2022

https://rfgadvisory.com

https://twitter.com/sspotswoodrfg

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- How did Kurt grow TownSquare in a span of about 5 years and to what does he attribute this meteoric rise?

- How does Kurt Brown believe that their OCIO function can help wire house advisors make the transition to independence?

- When should investors look for passive vs. active exposure and how can we avoid paying extra for those who are being deceptive and marketing effectively passive management as active?

- In the current market we are in, which is of course a little volatile, how would Kurt encourage people to think about active vs. passive management?

- How can we better manage our tax alpha?

https://www.townsquarecapital.com 

Compliance Code: 2049-OAS-10/28/2022

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- What has Tim found helpful in helping clients to articulate their life purpose in a practical way?

- What is an effective life planning strategy for ultra-high net worth individuals that don’t have a super specific “raison d’etre?”

- How can we practically communicate to clients that they are whole and how do we create an environment that encourages them to draw from their internal resources?

- Does Victor Frankl or Logo Therapy have anything to teach us about how to connect with clients during times of great sadness and personal distress?

- Giving money away is found to reliably be a way in which “money can buy happiness.” Is it appropriate to introduce this concept to clients who don’t have a natural inclination towards altruism?

- What is paradoxical intention? Does this have a place within the field of financial advising?

- How does Tim Maurer try to introduce the Socratic dialogue in his work?

www.triadfa.com

www.timmaurer.com

Compliance Code: 1896-OAS-10/11/2022

Tune in to hear:

- A criticism that sometimes crops up is: what if this advisor didn’t sign up to be a therapist? What would Ashley say to this critique and what is the baseline set of therapeutic skills necessary for the average advisor?

- When should a financial advisor make a referral to a mental health practitioner?

- What is circular questioning and what is an example of where an advisor might apply this technique?

- From a high level perspective, what is the notion of “stages of change readiness?”

- When a client is in a pre-contemplative stage of change, what can an advisor do to help encourage them toward greater readiness? 

- Is there some sort of thought exercise you can give a client that’s in the pre-contemplative stage of change to sort of catalyze a new way of thinking?

- What’s the danger of trying to move someone through the stages of change too quickly?

- What does it mean to be “trauma informed” and why might advisors want to be aware of this?

- Where should we draw the line between individual autonomy and secrecy in regards to finances in a relationship? When does this become financial infidelity?

https://twitter.com/bamconsults

https://bamfcc.com

Compliance Code: 1871-OAS-10/10/2022

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- What can magic teach us about behavioral science and psychology and how does Paul marry these two worlds together?

- How do magicians see the world differently? Does magic make you more or less skeptical and do you now move through the world differently as a result of knowing about the art of how the mind fools us and how we fool each other?

- What are the evolutionary origins of behavioral bias and what are the implications of overcoming them?

- In his years of study in the field, what is one finding from the behavioral science literature that he finds personally fascinating and under discussed?

- Where can behavioral science help us improve our ability to sell?

- Does behavioral science have something to tell us about how to have less transactional, deeper relationships with our clients?

https://www.paulcraven.com

Compliance Code: 1862-OAS-10/6/2022

Tune in to hear:

- Dr. Hunt often questions - why am I hearing this now? Why is Dr. Hunt calling for greater thoughtfulness around timing?

- How can we be thoughtful about “weaponized narratives” without succumbing to seeing boogeyman around every corner?

- How do we think about this narrative formation process when it comes from the inside out? Is that something we should be seeking to do proactively or should we avoid it to truly be our “authentic selves?”

- How can one “let their freak flag fly” without being overly reactionary, which is potentially equally inauthentic?

- How can we best react to the fact that there is a push, that seems to grow with each year, to focus more on the financial burden of monthly payments than to look at the sticker price of an item (e.g. a car) itself?

Compliance Code: 1716-OAS-9/19/2022

https://www.epsilontheory.com

https://twitter.com/EpsilonTheory

Tune in to hear:

- Is this an era of particularly anti-college sentiments?

- How can we incentivize the shift to better align societal needs with colleges?

- How should you think about and weigh the personal passion angle vs. the job security angle when counseling families on potential college paths?

- On average, how does being college educated affect one’s life in a broader sense (e.g. divorce rates, personal health)?

- Are there any clear downsides to college education? If so, what are some groups of people that might not benefit as much from college?

- How important is prestige in general? Does it matter as much as we think and how important is it at the graduate vs. undergraduate level?

- How does Ann think about Biden’s student loan forgiveness program?

- What is causing the cost of college education to rise so dramatically?

- What are some tips for families trying to find the best scholarships?

- How can students become more aware of some of the niche scholarships that may be a bit under the radar?

- What can advisors do to add more value in regards to college planning?

Compliance Code: 1713-OAS-9/19/2022

https://howtopayforcollege.com/
 

Tune in to hear:

- What is the role of personal myth making in ameliorating the psychological crisis of modernity that we find ourselves in?

- Thinking about the current state of generalized despair at play in the world - are we consuming the wrong messages as we move through the world?

- What is the 1st step in Joseph Campbell’s Hero’s Journey?

- Why aren’t we answering the call to adventure and, realistically, are we all able to answer it?

- What’s the explore / exploit dissonance?

- How can we identify which of our dreams are worth heroic pursuit? Also, what is a key distinction between “follow your bliss” and the hero’s journey?

- How does the synthesis of our conscious and unconscious ways of being better equip us to address the challenges of life’s journey?

- What is the difference between hardship that catalyzes personal growth and pain that paralyzes personal growth?

https://twitter.com/tom_morganKCP

https://thekcpgroup.com/insights

Compliance Code: 1648-OAS-9/12/2022

Tune in to hear:

- Which of the ideas from ‘The Psychology of Money’ does Morgan find most useful in his own life? If he had to re-release the book today, what would he change about it or omit from the book?

- What did Morgan expect readers to takeaway from the book and how does that contrast with the feedback he has received from readers?

- How applicable does Morgan feel the lessons from his book are across cultures?

- What’s the best conversation that Morgan has ever had about money and with whom?

- How does Morgan like to instruct his kids about money?

- How does Morgan like to filter the information that he uses in his writing and what are his most commonly used mental models for understanding his world around him?

- When is Morgan’s new book coming out and what is it about?

https://twitter.com/morganhousel

Compliance Code: 1617-OAS-9/7/2022