Email marketing is often underestimated, yet it remains one of the most powerful tools for businesses to engage with their audience. Research shows that for every $1 spent on email marketing, an average return of $42 is expected. However, many professionals misunderstand what email can truly accomplish and fail to harness its full potential.

So, how do you write emails that not only get opened but also drive meaningful action?

This episode of Untamed Ethos dives deep into the art of email marketing with host Dr. Joshua I. Wilson and guest Donnie Bryant, a financial copywriter and marketing consultant. Together, they unpack the secrets of crafting emails that spark attention, evoke emotion, and guide readers toward taking action.

The main topics of conversation…

Understanding Email’s True Power: Email allows you to control what shows up, when it shows up, and how you guide prospects through a planned conversation—message by message, emotion by emotion.

The Psychology Behind Open Rates: Effective subject lines and messaging appeal to emotions rather than logic, sparking curiosity, indignation, or excitement to compel readers to engage.

Building a Relationship Before Selling: Establishing micro-commitments and top-of-mind awareness is essential. Frequent and strategically timed emails help nurture prospects and convert them into clients over time.

Donnie Bryant is a financial copywriter and marketing consultant with over 17 years of experience in direct response copywriting. He specializes in crafting high-converting marketing messages through email marketing, video sales letters, long-form sales copy, and advertorials, helping financial firms grow revenue by 3X to 7X. Having worked with top firms like Zacks Investment Research, Agora Financial, and Birch Gold Group, he excels at creating persuasive content that attracts and converts ideal clients. He has authored several books, including Subject Line Science, a book that explores the art of crafting compelling email subject lines to boost engagement and conversions, and How to Write to Sell, which he co-authored with an aim to help business owners improve their messaging and increase sales without needing to be expert writers.

The financial advisory industry is undergoing rapid technological change, with AI-driven tools, alternative investments, and social-driven platforms reshaping the landscape. With rapid advancements in fintech, advisors are under increasing pressure to integrate cutting-edge technology into their practice. But with so many options, which tools are truly game-changing, and which are overhyped?

A critical resource for advisors navigating this transformation is The Ultimate AdvisorTech Stack for 2025, a comprehensive guide for financial advisors looking to leverage cutting-edge technology and streamline their operations. Written by Joe Moss, the COO of January Capital Advisors, the book is set to hit the shelves on February 20th.

Welcome to Untamed Ethos. In the latest episode, we dive into key themes from Moss' book, unpacking the fintech innovations that will shape the industry in 2025. The host, Dr Joshua I. Wilson, engages Moss in a conversation on the must-have tech tools for financial advisors. From AI-driven efficiencies to alternative investments, check out the episode to find what’s trending and what’s fading away.

The main topics of discussion are...

What’s hot in advisor technology? AI-driven solutions, alternative investments, and the importance of a great user interface.

What’s overhyped? The rise (and potential fall) of AI-powered note-taking tools and why some tech innovations may not be worth the investment.

Key insights from The Ultimate AdvisorTech Stack for 2025 – A preview of the essential strategies and tools financial advisors need to implement in 2025.

Joe Moss is a fintech strategist, specializing in AdvisorTech and community-driven solutions for financial advisors. As the author of The Ultimate AdvisorTech Stack for 2025, he has helped over 100 advisors refine their niche and scale effectively in the digital age. He also curates industry insights through his newsletter, Conneqtor Musings, and provides exclusive resources via the Stan Store. His Substack dives into emerging fintech trends, offering deep analysis on the latest innovations in the field. With a background in operations, financial advisory, and technology consulting, Joe has dedicated his career to leveraging fintech innovations that enhance efficiency, drive growth, and help financial firms scale effectively in an evolving digital landscape.

For years, financial advisors have focused on logic, strategy, and data to guide their clients. Yet, as the field of behavioral finance evolves, a key truth has emerged: managing money isn’t just about numbers—it’s deeply emotional. For most people, financial decisions are influenced by emotions — not logic. With this in mind, advisors are beginning to ask themselves: How can we better understand and support the emotional needs of our clients?

That’s where financial therapy comes in. How can advisors navigate the complexities of their clients’ emotional and behavioral barriers to make meaningful progress in financial planning? This episode of Untamed Ethos dives deep into the transformative practice of financial therapy and its role in better client conversations.

Hosted by Dr. Joshua Wilson, this episode features Joy Slabaugh, founder of The Financial Conflict Resolution Institute. With decades of experience spanning financial planning and counseling, Joy shares insights on blending technical expertise with emotional intelligence to foster deeper client connections and more effective financial outcomes.

The two discuss...

Multiplicity in Decision-Making: Understanding that clients often feel conflicted about money and how recognizing these layers of emotion can unlock better communication.

The Advisor’s Emotional Toolkit: How self-awareness and curiosity can help advisors manage difficult conversations with clients and create emotionally safe spaces.

Listening for What’s Not Said: Techniques for identifying unspoken concerns and addressing the hidden barriers to financial success.

Joy Slabaugh, a financial therapist and retired CFP professional, brings over two decades of experience in financial planning and client relationship management. She has worked with 10- and 11-figure accounts, trained hundreds of advisors, and piloted one of the largest digital advice platforms globally. Today, she focuses on helping clients resolve money mindset issues and training advisors to deepen their client relationships for better outcomes.

For years, financial advisors have focused on logic, strategy, and data to guide their clients. Yet, as the field of behavioral finance evolves, a key truth has emerged: managing money isn’t just about numbers—it’s deeply emotional. For most people, financial decisions are influenced by emotions — not logic. With this in mind, advisors are beginning to ask themselves: How can we better understand and support the emotional needs of our clients?

That’s where financial therapy comes in. How can advisors navigate the complexities of their clients’ emotional and behavioral barriers to make meaningful progress in financial planning? This episode of Untamed Ethos dives deep into the transformative practice of financial therapy and its role in better client conversations.

Hosted by Dr. Joshua Wilson, this episode features Joy Slabaugh, founder of The Financial Conflict Resolution Institute. With decades of experience spanning financial planning and counseling, Joy shares insights on blending technical expertise with emotional intelligence to foster deeper client connections and more effective financial outcomes.

The two discuss...

Multiplicity in Decision-Making: Understanding that clients often feel conflicted about money and how recognizing these layers of emotion can unlock better communication.

The Advisor’s Emotional Toolkit: How self-awareness and curiosity can help advisors manage difficult conversations with clients and create emotionally safe spaces.

Listening for What’s Not Said: Techniques for identifying unspoken concerns and addressing the hidden barriers to financial success.

Joy Slabaugh, a financial therapist and retired CFP professional, brings over two decades of experience in financial planning and client relationship management. She has worked with 10- and 11-figure accounts, trained hundreds of advisors, and piloted one of the largest digital advice platforms globally. Today, she focuses on helping clients resolve money mindset issues and training advisors to deepen their client relationships for better outcomes.

Transitioning into a niche market can feel daunting, but for businesses looking to carve out a unique identity, it often proves transformative. Niche success requires precision, creativity, and strategic thinking—traits that Grier Rubeling, the founder of Advisor Transition Services, has perfected. With the holidays approaching and gingerbread house contests in full swing, Grier’s approach to crafting success serves as a timely metaphor.

So, what can gingerbread houses teach us about mastering transitions in niche markets? And how do these principles apply to your next big leap?

In this episode of Untamed Ethos, host Joshua Wilson delves into these questions with guest Grier Rubeling. Together, they unpack lessons on pivoting into a niche, achieving niche success, building lasting client relationships, and the surprising parallels between marketing and constructing edible art.

The main points of conversation:

The Power of Niches: Why focusing on a specialized market isn't limiting but liberating—and how it can skyrocket your growth.

Strategic Transitions: Practical advice on moving into new markets or professional roles while preserving your authenticity.

Sweet Lessons from Gingerbread Houses: How attention to detail and creativity in a seemingly unrelated craft can offer profound business insights.

Grier Rubeling is the founder of Advisor Transition Services, where she specializes in operational and administrative support for financial advisors transitioning to or from RIAs. With over a decade of experience in client service and operations, including roles at UBS and Morgan Stanley, she has honed her skills in managing complex transitions, coordinating with custodians, vendors, and clients. Grier complements her professional acumen with her creative flair on The Craft Crib, a blog where she shares her journey in furniture makeovers, crafting, and seasonal decorating.

The landscape of mental health, particularly among younger generations, is shifting dramatically. Recent statistics reveal an alarming rise in mental health disorders among adolescents, with 20 percent of children and young people aged three to 17 in the United States experiencing significant mental health challenges. Similarly, in the UK, 20 percent of youth reported probable mental disorders. This burgeoning crisis is driven by multiple factors, including the advent of smartphones, the impact of social media, and the long-term effects of the COVID-19 pandemic. As society grapples with these challenges, innovative approaches are being explored to address and mitigate the mental health epidemic.

How can we leverage animation to combat mental health issues among the younger generation?

For the latest episode of "Untamed Ethos," host Dr. Joshua Wilson spoke with Quint Boa, a psychotherapist and founder of the global production company Synima. Boa brings a unique perspective, combining his expertise in psychology with his experience in animation, to explore exactly how creative media can be harnessed to support mental health initiatives.

Other important points of Dr. Wilson and Boa’s discussion included:

• Exploring some of the sobering statistics about the mental health crisis among Gen Z, emphasizing the critical need for effective intervention strategies.
• How the rise of smartphones and social media has contributed to increased anxiety, depression, and other mental health issues among youth.
• The potential of animation as a therapeutic and educational tool to address mental health challenges, providing accessible support via social media platforms.

Quint Boa is a distinguished psychologist and the founder of Synima, a multinational production company that collaborates with 16 Fortune 500 companies. With over 20 years of industry experience, Boa is recognized for his innovative approach to using animation to tackle some of the most pressing mental health issues globally. His work bridges the gap between psychological practice and creative media, aiming to make mental health resources more accessible and engaging for younger audiences.

In an explosive revelation, Robert Mennella, the courageous author of "Heavily Redacted: A JP Morgan Whistleblower’s Journey," shares insider knowledge that sheds light on the unethical practices within one of the world's leading financial institutions, JPMorgan Chase. Discover the unsettling truths about:

Financial Advising Conflicts: The systemic issues that prevent JPMorgan Chase advisors from acting in the best interest of clients, driven by a culture of profit over people.

The Illusion of Choice: How the bank's structure and incentives limit advisors to recommend only the most profitable products for the bank, not the client.

Hidden Fees and Misreported Performance: Unpacking the tactics used to obscure fees and overstate investment performance, misleading investors.

Risks to the Unsophisticated Investor: The danger of unsuitable product recommendations and the broader implications for those without advanced financial knowledge.

Regulatory Evasion: Insight into how JPMorgan circumvents SEC regulations intended to protect investors, and the impact of a suspicious $500,000 on investigations.

OSHA's Unlikely Role: The curious involvement of OSHA, traditionally focused on workplace safety, in financial whistleblowing cases.

What You'll Gain:

Unprecedented Insights: Dive deep into the mechanisms big banks use to prioritize profits over client interests.

Advocacy for Change: Understand the critical need for regulatory reform and transparency in the financial industry.

Empowerment for Investors: Equip yourself with knowledge to navigate the complexities of investing with big banks.

Engage & Support:

Share Your Thoughts: Have you experienced similar practices in your relationships with big bank or wealth management firms? We want to hear about them! Find Dr. Joshua Wilson and Untamed Ethos on Instagram, Facebook, X, YouTube and more!

Subscribe: For more content, and to share your experience, subscribe on YouTube at www.youtube.com/@Dr_JoshuaWilson.

Read the Book: Delve deeper into Robert Mennella's journey and the full extent of his discoveries by grabbing a copy of "Heavily Redacted: A JP Morgan Whistleblower’s Journey."

Leave a review: To help this story reach more people, please consider leaving a review and sharing with friends!

Remember: Awareness is the first step towards change. Join us in shedding light on these critical issues and advocating for a more transparent, ethical financial industry.

In the ever-evolving landscape of Wall Street, where does the line between survival and downfall lie for companies facing financial turmoil; is restructuring financial distress possible? If so, who are the saviors of Wall Street’s financial messes, the cleanup crews that tidy things up? These questions form the crux of the discussion on this episode of Untamed Ethos, hosted by Joshua Wilson. Wilson, the founder of United Ethos Wealth Partners, examines the intricate world of bankruptcy restructuring with his guest, Peter Mosley, the Managing Director of Alvarez & Marsal. Together, they look at the unseen intricacies of corporate restructuring, offering a rare glimpse into the strategies that can either salvage or sink distressed companies.

“We're sort of like the janitors of Wall Street,” Mosley quipped, highlighting the essential yet often overlooked task of cleaning up the financial mess left by failing corporations in today’s economy. This analogy captures the essence of their work and underscores the critical value they provide in stabilizing the market and preserving jobs.

The conversation takes a deeper dive into the mechanics of restructuring, where Mosley emphasizes the importance of early intervention. "The worst thing they can do is wait till the last moment to deal with it," Mosley said, stressing the need for companies to act swiftly in addressing their debt issues. This actionable insight resonates with the thematic question posed at the beginning, offering a clear takeaway for businesses on the brink: the key to survival lies not just in recognizing the signs of distress but in taking decisive, preemptive action to mitigate them.

Through this engaging dialogue, The Untamed Ethos Podcast illuminates the shadowy corners of bankruptcy restructuring and serves as a beacon for companies navigating the treacherous waters of financial distress. Mosley’s expertise, coupled with Wilson’s probing questions, provides a roadmap for understanding and overcoming the challenges that threaten corporate stability, making this episode a must-listen for executives, investors, and anyone interested in the dynamics of Wall Street’s cleanup operations.

Topics of discussion include:

• The death of office culture, and how work from home policies impact a firm’s competitiveness

• How so many Wall Street deals go bad. The corporate default rate are the highest they have been since the financial crisis. They almost doubled in 2023 and is expected to rise further in 2024.

• Why do corporate debt maturities and interest rates matter?

• Can we predict where bankruptcies will happen?

• The psychology and “therapy” of restructuring

• How to communicate during a difficult time

• Case: Blockbuster video

• Why storytelling skills matter

• Soft Skills development – coaching empathy in others

• How soft skills learned from his work and mentors made Peter a better father

• Boy are falling behind

• AL’s effect on jobs, social status, and the ability for at risk populations to add value.

Untamed Ethos, hosted by Joshua Wilson of United Ethos Wealth Partners, examines the philosophical roots of financial decision-making, offering insights into behavioral finance. This episode features expert Robert E. Brooks, Ph.D., CFA, a Professor Emeritus at The University of Alabama, discussing how worldviews and upbringing influence financial choices. Dr. Brooks, known for his work in investments and financial risk management, emphasizes the role of deep-seated beliefs in shaping economic behaviors, as explored in his research “Foundations of Personal Finance: A Christian Perspective.”

This episode highlights the significance of understanding the 'why' behind financial decisions, suggesting that our preconceived notions significantly affect our financial actions. Untamed Ethos serves as a unique platform for discussions on various topics, from business and investing to personal growth, offering valuable perspectives on navigating the complexities of finance with a philosophical approach. The podcast encourages a reflective and informed approach to financial decision-making, underscoring the importance of foundational beliefs in guiding financial behavior.

How can the convergence of conflicting scientific perspectives foster a more comprehensive understanding in research and academia, especially in an era where political and personal biases often cloud objective analysis? This question becomes increasingly relevant as we navigate the complex landscape of modern science and academia.

Dr. Cory Clark serves as the Executive Director of the Adversarial Collaboration Project at the University of Pennsylvania. Known for her research on moral and political psychology, she calls for a collaborative approach that unites scientists with differing views to unravel and resolve core disagreements. She believes the integration of conflicting scientific perspectives will help the future of scientific research and academia.

"What we're trying to do is get scientists who've been disagreeing with each other and who do disagree with each other to work together, um, and figure out, okay, what is it we're actually disagreeing on?" Dr. Clark said.

Article written by MarketScale.