Tune in to hear:

- How did Adam move from the financial planning sphere into being a software entrepreneur? Did he see a gap that he thought needed to be filled?

- What is Adam’s company Asset Map and how do they create a visual blueprint of someone’s holdings?

- What has he observed, from a behavioral perspective, about the advantages of having something simple and visual?

- What do people underestimate about the difficulty of becoming a FinTech CEO?

- Financial planning is only getting adopted by roughly 40% of firms. What would account for this and why are so many clients and households being underserved?

- Has financial planning been hijacked into simply being a sales carrot or is it still often more than that?

- How can technology and human advisors best work together for the client’s benefit?

Compliance Code: 0115-OAS-1/17/2023

Copy: 0356-OAS-2/7/2023

https://www.asset-map.com

https://www.linkedin.com/in/hadamholt

Tune in to hear:

- Why does behavioral investing often get focused on less than other elements of behavioral finance?

- What role should pessimistic forecasts play, if any, in our financial decision making?

- What are some behavioral barometers that can give us meaningful insights into forward return suggestions? What clues does he think these are providing in this particular moment?

- If we do away with style boxes how will we differentiate appropriate style drift from just sloppy, undisciplined investing?

- What will it take for there to be a renaissance in active management and do certain market conditions better lend themselves to active vs. passive management?

- Tom suggests that behavior is the key to persistent alpha and that there’s a possibility for more active alpha persistence than was previous thought possible. What does his research around this show?

https://www.athenainvest.com

Compliance Code: 0126-OAS-1/17/2023

Tune in to hear:

- What led Jeff to sometimes act inauthentically in the past and what snapped him out of this?

- How does the client experience look different between those with an authentic, holistic advisor and those who have an advisor with a top producer type mindset?

- What does Jeff see as the most common impediment that’s keeping people from creating a meaningful money life?

- How do we get people to shift from a solipsistic approach to what Jeff describes as “other focused?” Considering this - should one’s advisor play a role in encouraging this shift within them?

- What role does hard work play in crafting a meaningful money journey? How can this element of wellness be sustained once one is retired?

- If someone who is listening doesn’t already have an advisor and they are looking to find one with a very holistic approach that goes beyond the meat and potatoes of their financial life, how should they go about vetting various advisors?

https://www.jeffbernierauthor.com

Compliance Code: 0108-OAS-1/17/2023

Tune in to hear:

- Why is understanding our own money stories such a valuable principle? What is Jamie’s money story?

- Did Jamie’s dad’s career trajectory or unexpected death shift the way Jamie approached his own career?

- Is it pretty typical for people to full-heartedly accept or reject their family of origin’s money scripts/styles?

- Why do we frequently search for external answers, rather than our intrinsic value, on how to maximize our wealth?

- Does Jamie foresee a world where advisors take a more active role in talking about and monitoring health outcomes for their clients or does this seem unrealistic?

- What role does community play in helping people create a life of financial wellness? How can people be more intentional about creating community in a disconnected world?

https://twitter.com/RetirementRisks

https://www.jamiehopkins.com

Compliance Code: 0092-OAS-1/13/2023

Tune in to hear:

- What is the three part formula for meaning that Derek has proposed and how do these three aspects tend to shape a meaningful life?

- What is the role of money in getting these three parts to work in unison? Can money help our lives be more purposeful, coherent and significant?

- Why do we sometimes seem hardwired to pursue the “thin meaning” when the “thick meaning” is often accessible and a lot more conducive to our long-term happiness?

- How can an awareness of our own finitude help prompt better financial decision making?

- How can we introduce a practice of talking about end of life things in a country where these kinds of discussions are a bit frowned upon?

- How can we make the idea of our future self more practical, more real and more salient?

www.moneyhealth.blog

Compliance Code: 2255-OAS-11/21/2022

Tune in to hear:

- Why do we take our autonomic nervous system for granted and why does it have such a profound effect on our ability to be successful communicators?

- What are the different hierarchical states of the nervous system and what role do each of these play in determining the stories we tell ourselves? 

- How would Laura’s work with a client look different than a CBT (Cognitive Behavioral Therapy) approach and why does she believe that nervous system work should come before one should attempt to change their mindset about something?

- Our physical health really underpins our mental health much of the time. When a client is going through a period of stress, and not physical dysfunction, what is a way to introduce “body first” messaging that won’t alienate that client?

- What practical tips does Laura have for the average advisor who is personally taking on a lot of the emotional weight of their client’s problems?

- How can financial professionals be better at providing context for their clients within Laura’s nervous system focused framework?

- Why does choice play such an important role in regulating the state of our nervous system?

- Laura believes that working with the nervous system directly can have profound effects on our financial decision making. Why is this the case?

https://lauralisalarios.com/deepen-masterclass

Compliance Code: 2346-OAS-12/5/2022

Tune in to hear:

- Why are love and money so uniquely combustible?

- Why do we often not give our significant other the benefit of the doubt? How can we give our partners more grace and understanding?

- What do you do if a couple is stonewalling one another?

- Can understanding your partner’s money type or money script play a role in giving them this grace?

- How accurately are couples assessing each other's spending habits and what can be done to combat this trap of both spenders getting the marriage in trouble?

- How can we encourage and model radical responsibility for our clients and encourage them not to point fingers at their partners?

https://enlite.world

https://www.amazon.com/Love-Money-exercises-strengthen-relationship/dp/B0BFV9L5HN

Compliance Code: 2109-OAS-11/3/2022

Tune in to hear:

- What are some of the accomplishments of financial psychology thus far and where should we be headed next?

- Why does Wade diverge from a lot of the popular thinking around insurance products and what does the industry get wrong when it comes to these products and retirement income?

- Is it safe to say that a lot of the benefit of these “unpopular tools” is behavioral in nature? 

- What question was Wade hoping to answer when he dove into RISA (Retirement Income Style Awareness) research at a high level?

- In their research did Wade and Alex find any sort of overlap with factors like risk composure or are the retirement styles a separate beast?

- Learn more about the psychology of decumulation and how an awareness of someone’s retirement income style preferences could help you solve for the particular complications of distribution

- Are the four retirement income styles distributed pretty evenly amongst the population or are some particularly popular or unpopular? How greatly would their advice shift from one style to another?

- Did Alex and Wade note any gender differences across proclivities towards the different retirement income styles?

https://risaprofile.com

Compliance Code: 2105-OAS-11/3/2022

Tune in to hear:

- What are some problems that money solves well and what are some problems it does a poor job of solving?

- Has Carl recently pivoted a bit in his career to focus more on the philosophical or, more broadly, “life stuff?” If so, why? 

- Has Carl found any common thread between people who feel a sense of security, both financially and in a broader sense?

- What are some things that the financial services industry isn’t speaking about that are topical and need to be addressed?

- How can those in the financial advising community take better care of themselves on route to taking better care of their clients?

- How has Carl benefited personally from asking good questions and listening?

Compliance Code: 2093-OAS-11/2/2022

https://twitter.com/behaviorgap

Tune in to hear:

- What might account for the very low conversion rate following viral content on social media?

- Are new followers a good metric for measuring the success of a post or not necessarily?

- Why is it so difficult to “engineer virality” and why does this often fall flat?

- Is it smart to try to monetize a viral moment with sponsored content or is this likely to backfire?

- Some advisors are reluctant to become active on social media because it seems to favor negative content at times. Is this an accurate portrayal and how can we use social media in more positive ways?

- How should financial professionals think about the various social platforms and how their brand’s personality aligns with that of the platform’s?

- What can be done to better educate the investing public and how can these relationships eventually grow into leads and solid personal connections?

https://www.linkedin.com/in/tinapowell

Compliance Code: 2229-OAS-11/17/2022