In this engaging episode of Between Two Advisors, we welcome Matt Halloran, a professional therapist turned advisor to financial advisors and accomplished author. Matt’s unique journey takes center stage as he shares how he unexpectedly became “Santa Claus” and what led him to a successful career in financial advising.  We dive into his latest book, Shut the F Up and Listen, which explores the transformative power of listening and communication in both personal and professional relationships. Matt offers practical advice on decision-making and taking the first steps toward achieving big goals. He also opens up about the rewarding yet challenging process of writing a manuscript, providing valuable insights for aspiring authors. Additionally, Matt gives us a glimpse into the “7 Ways of Listening,” highlighting one method that can revolutionize how we connect with others. The conversation concludes with a heartfelt reflection on his earliest memory of money and how it shaped his perspective on financial literacy and success.

1:30 - Welcome Matt
3:30 - The Story Behind Becoming Santa Claus?
7:00 - Matt's Path to Becoming an Advisor to Financial Advisors
11:15 - Introducing Matt’s 3rd Book: Shut the F Up and Listen
19:00 - Decision-Making: Taking the Leap and Getting Started
21:45 - Overcoming Challenges: The Hardest Part of Completing a Manuscript
24:30 - Insights into the 7 Ways of Listening
33:30 - What is your first memory of money?

www.matthalloran.com

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In this episode, we welcome Katy, a trailblazing financial expert, to the show. The conversation starts by exploring what brings Katy to Austin, Texas, and the vibrant opportunities in the city. Katy shares a journey into finance, diving into how a passion for helping people manage money developed.  We then delve into an innovative business model and transparent fee structure, providing insights for listeners curious about financial services. Katy also discusses the influence of social media influencers on financial habits and education. The conversation turns tech-forward with thoughts on AI-driven financial planning and how it is reshaping the industry. The episode wraps up with a reflection on an earliest memory of money, offering a glimpse into what shaped financial values.

1:00 - Introduction: Meet Katy Song
2:30 - The Austin Connection: Why Katy’s Here
8:30 - Katy’s Journey: From Passion to Finance
14:45 - Demystifying Katy’s Financial Model and Fees
16:30 - The Role of Influencers in Modern Finance
28:30 - Exploring AI in Financial Planning: Katy’s Take
35:00 - What is your first memory of money

domainmoney.com

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Book: https://www.domainmoney.com/financially-fearless

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In this episode, Jamie Hopkins explores how artificial intelligence is transforming financial literacy and planning. He explains how AI can simplify complex decisions, such as 401(k) management, empowering individuals to take greater control of their finances. Jamie also discusses potential risks, cautioning against over-reliance on AI and emphasizing the importance of human oversight. The conversation delves into the impact of AI on retirement planning, particularly its role in providing access to quality advice and tools, while also addressing concerns about the performance of target date portfolios and their ability to meet clients’ needs. Jamie also shares insights from his book published two years ago, reflecting on its relevance to the current financial landscape and the evolving role of technology in achieving financial goals.

1:00 - Introduction to Jamie Hopkins
4:15 - How AI Can Transform Financial Planning and Literacy for Everyday Investors
16:30 - Where AI Can Go Wrong in Financial Planning
23:00 - The Role of AI in Providing Reliable Retirement Advice for the Public
25:00 - Evaluating Target-Date Portfolios: Are They Enough to Meet Retirement Goals?
34:30 - Discovering Jamie Hopkins' Recent Book: Insights and Reflections

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Navigating Storms and Strategies with Diana from Cabrices Consulting
In this episode, we welcome Diana to the show and dive into her recent experience weathering a hurricane, discussing resilience both personally and professionally. Diana shares insights about her role as a Fractional Chief Evangelist and the innovative ways she supports her clients. We then explore the companies she’s currently collaborating with, followed by a reflective look at her impactful time at SnappyKracken. Shifting gears, Diana discusses the transformative role of AI in her work and its broader implications. Finally, we wrap up with a nostalgic and personal story of Diana’s first memory of money and how it shaped her mindset.

2:30 – Introduction to Diana
4:30 – Diana’s Hurricane Experience
12:00 – Role as a Fractional Chief Evangelist at Cabrices Consulting
17:30 – Current Companies Diana is Working With
23:45 – Insights from Diana’s Time at SnappyKracken
26:30 – The Role of AI and Its Impact on Her Work
33:45 – Diana’s First Memory of Money

www.dianacabrices.com
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In this episode, financial expert TJ shares his insights on current political and economic developments and their impact on personal finance. He discusses how the political climate influences investment, retirement planning, and taxes, and provides advice for clients anticipating tax policy changes under a potential new presidency. TJ also addresses debates on the Roth 401(k) during peak earning years, offering expert perspectives, and reflects on his first memory of money, revealing how it shaped his financial outlook and career.

2:15 - Welcome TJ
4:00 - Economic and Political Updates
6:30 - How Politics Shape Your Financial Future
25:00 - Preparing for Tax Changes Under a new Presidency
26:30 -  First memory of money

modernwealthbuilders.com
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In this episode, we welcome Ben to the show as he shares his inspiring journey into baseball, diving into the pivotal moments and experiences that shaped his career. The conversation then shifts to Nick Murray, a renowned figure known as "the financial advisor’s advisor," discussing his influence on financial advising.

Ben answers a listener's question, providing valuable insights and practical advice. The discussion later touches on navigating the 2008-2009 financial crisis without Nick Murray's guidance at the time, exploring how Ben managed to overcome those challenges. Finally, Ben reflects on his earliest memory of money and how it impacted his outlook on finance.

1:45 - Welcome Ben
4:00 - Ben's Journey into Baseball
9:00 - Nick Murray: Insights from "The Financial Advisor’s Advisor"
20:15 - Addressing a Client's Question: Ben's Perspective
23:45 - Navigating the 2008-2009 Crisis Without Nick Murray's Guidance
33:30 - Ben's First memory of money

Get in touch with Ben:
https://beckbode.com/
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In this episode, Yohance shares his insights on the current economic events, discussing unemployment trends, cooling inflation, and declining interest rates, and how these factors impact the local economy and clients. Yohance welcomes guest Tom Sylvester from 2x who outlines his vision for success, emphasizing long-term planning and introducing a framework called "Model One" for business growth. Tom also highlights three essential components for achieving success and concludes with a personal story about his earliest memory of money.

2:00 - Welcome Tom
5:15 - Current Events
8:15 - What the Economy is Telling Us: Unemployment, Cooling Inflation, and Local Impacts
11:30 - What is the Vision?
16:00 - 3 Components to Success
23:45 - Model One
40:15 - first memory of money

2x.co
@TheTomSylvester

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In this episode, Caleb Brown, CEO of New Planner Recruiting and CFP, shares his insights on financial services, compensation models for financial professionals, and the role of AI in financial planning. He also offers advice for those looking to enter the industry, highlighting essential skills and starting points.  Caleb reflects on his earliest money memory and recommends his book, “Finding Your Path: The Roadmap from Student to Successful Financial Planner,” as a guide for aspiring financial professionals.

0:30 - Introduction to Caleb
2:00 - Investment Returns Across Presidential Terms
10:15 - The Importance of Home Economics in High School
11:45 - Overview of Caleb's Role in Financial Services
14:45 - How Are Financial Professionals Paid? Caleb Explains
21:00 - AI's Impact on the Consultative Financial Planner Role
26:15 - Skills and Pathways for Entering the Financial Industry
31:30 - Caleb's First Memory of Money

Get in touch with Caleb:
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In this episode, we welcome Sheri Fitts, the first woman in financial services to host a podcast in the financial services industry. Sheri shares her journey into behavioral finance, highlighting how emotions and cognitive biases shape our financial decisions. She discusses Cognitive Ease and explains how homeowners often cling to past property values, misunderstanding the real market value.  Sheri also reflects on her first memory of money and how it influenced her career path.

1:30 - Introduction: Welcome Sheri Fitts
3:30 - Breaking Barriers: Sheri Fitts, the First Female Podcaster in Financial Services
6:00 - Sheri's Journey: Exploring Behavioral Finance and Its Personal Impact
10:30 - Cognitive Ease
18:30 - Anchoring Bias
35:15 - First Memory of Money

https://womenrockingwallstreet.com/

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In this episode, we chat with Lauren Hong, founder of Out and About Communications, about the world of outsourced marketing and B2B strategies. Lauren shares how her firm supports companies with their marketing needs, her inspiration for starting the business, and her journey from graphic design and international studies to building a successful marketing firm. She also discusses her focus on financial services firms and reflects on her early experiences with money.

5:00 - Positioning Your Company for B2B Partnerships
08:30 - The Journey of Founding Your Firm
11:15 - From Graphic Design to Marketing and Communications
13:45 - Focusing on Financial Services Firms
23:00 What is your first memory of money?

outandaboutcommunictaions.com
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