Value-Ability Podcast

This week we are excited to welcome Brett Fulmer (brokerbrett.com) to the podcast to examine the evolution of the financial services industry from the perspective of three generations of professionals. Each of us share the challenges and successes we faced and discuss what has changed and what has remained the same. Check back next week for part two of our conversation!

The article review covers “This is the Damage of Labels” – a fascinating insight into how words shape the way humans view their experiences.

A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts. The link and Brett's contact information will be posted on our website at https://value-ability.com/content.

Episode 25 features the conclusion of our conversation with Elisabetta Basilico, PhD, CFA and Tommi Johnsen, PhD, authors of Smart(er) Investing: How Academic Insights Propel the Savvy Investor. In part two we examine the chapters on multi-asset investing and women in investment management.

At the conclusion of the interview, Philip and Dan discuss the key takeaways and learnings from both the book and the discussion. If you haven't already listened to part one, check out last week's episode!

A link to the book and the authors' blog can be found on our website at https://value-ability.com/content

This week the Value-Ability Podcast is joined by authors Elisabetta Basilico, PhD, CFA and Tommi Johnsen, PhD talking about their book Smart(er) Investing: How Academic Insights Propel the Savvy Investor. In part one of our conversation, we discuss the backgrounds of the authors, the origin of the book and the chapter on bias in investment research. Be sure to check back next week for the conclusion with the chapters on multi-asset investing and women in investment management.

A link to the book and the authors' blog can be found on our website at https://value-ability.com/content

Follow the Value-Ability Podcast on Twitter (@value_ability) and Facebook (@valueablility) for more!

The art of asking good questions is critical in the development of the trustworthy advisor-client relationship. This week we discuss open and closed-ended questions, question extensions, active listening, and the importance of the understanding the language of need.

“Why You're Not One Of the World's Great Investors” is the subject of this week's article review section.

A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts, as well as on our website at https://value-ability.com/content. The companion document "Asking Questions and Active Listening" is also available on the website!

Episode 22 takes a look at the Pareto Principle (sometimes known as the 80/20 Rule), its history, and how it can be applied to client segmentation for businesses interested in providing superior client service.

The article review section discusses “What CARES Act Withdrawals Could Mean for Client Retirement Savings”.

A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts, as well as on our website at https://value-ability.com/content.

Episode 21 completes our two-part series featuring our conversation with David Adler of ReContext Data Solutions (www.missiondrivenmetrics.com) about education and connecting financial services professionals with educators and the education community. This episode stands on its own, but check out Episode 20 for the first part of the conversation!

This week's article review features “Faith in Finance” by Rachel Burlock (@RachelBurlock on Twitter).

A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts, as well as on our website at https://value-ability.com/content.

In Episode 20: Working with Educators and Connecting with Community, Part 1, we welcome our first guest to the podcast – David Adler of ReContext Data Solutions (www.missiondrivenmetrics.com) – to discuss education and ways in which financial services professionals can work and connect with educators and the education community. Rather than edit down the conversation to fit in one episode, we decided to split it into two parts, so check back next week for the conclusion!

This week's article review features “How to Have Difficult Conversations When You Don't Like Conflict” from the Harvard Business Review.

A link to the article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts, as well as on our website at https://value-ability.com/content.

If you have been in the business world for any length of time, you have experienced it - when a meeting takes on a life of its own and deteriorates into a time and productivity wasting circus. Episode 19 of the Value-Ability Podcast reviews techniques and tips on how to make sure your meetings remain efficient and effective.

In this week's article review, we discuss “8 Ways Highly Successful People Set and Achieve Goals” by Mike Kelly, CFP®, CPC.

A link to this week's article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts, as well as on our website at https://value-ability.com/content.

Episode 18 concludes our two-part series on the basics of Social Security. Topics include taxation of benefits, working while receiving benefits, spousal benefits, and benefits for divorced individuals. Apologies to our listeners outside of the United States – we will be back to universally applicable topics next week!

In the article review section, we discuss the tragic death by suicide of a Robinhood customer due to an apparent misunderstanding of an options trade order entry.

A link to this week's article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts, as well as on our website at https://value-ability.com/content.

OASDI (Old-age, Survivors and Disability Insurance), more commonly known as Social Security, is the foundation of virtually all retirement plans in the United States. Episode 17 is the first in a two-part series that takes a look at the basics every beneficiary should know about the program. The topics discussed this week are how to qualify for the program, how benefits are calculated, what is Full Retirement Age (and why is it important), and the impact of filing early, filing at Full Retirement age, or delaying filing.

The article review section covers “7 Ways to Sabotage Your Financial Future” from Kiplinger.com.

A link to this week's article can be found on our Twitter (@value_ability) or Facebook (@valueablility) accounts, as well as on our website at https://value-ability.com/content.