Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
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Nội dung được cung cấp bởi Investments & Wealth Institute and Wealth Institute. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Investments & Wealth Institute and Wealth Institute hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
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The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
The Clever Investor Property Podcast is your go-to guide for smart property investing in Australia. Whether you’re a first-time investor or expanding your portfolio, we break down the strategies, market trends, and expert insights to help you build wealth through real estate. Delivered in bite-sized chunks, episode are no more than 20 minutes. Hosted by Owun Taylor an experienced property investor and strategist, this podcast covers: ✔️ Property market trends & economic insights ✔️ Investmen ...
…
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An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
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Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
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<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/in-her-ellement">In Her Ellement</a></span>
AI and digital expert Suchi Srinivasan and fintech practice leader Kamila Rakhimova from Boston Consulting Group (BCG) talk to the women at the vanguard of business, digital, and technology. They’re digging into how these powerhouse leaders got where they are—everything from the joy of projects gone right to the realities of family responsibilities. And crucially, asking: what was that moment you knew you weren't merely getting there...you had arrived? That's when you know you're in your element.
The Exceptional Advisor Podcast
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Nội dung được cung cấp bởi Investments & Wealth Institute and Wealth Institute. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Investments & Wealth Institute and Wealth Institute hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
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Nội dung được cung cấp bởi Investments & Wealth Institute and Wealth Institute. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Investments & Wealth Institute and Wealth Institute hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
…
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The Exceptional Advisor Podcast
1 Unlocking Exceptional Performance: John Bowen on Building Dream Teams for Financial Advisors 40:53
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Đã thíchIn this exclusive interview, John Bowen, President of CEG Worldwide and CEG Insight, shares powerful research insights and practical strategies to help financial advisors create high-performing teams and accelerate their success. The Dream Team Effect: www.cegwin.com/iwi-team #certifiedfinancialplanner #financialadvisor #continuingeducation…
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The Exceptional Advisor Podcast
Steve Gresham, managing principal at Next Chapter, discusses in this Exceptional Advisor podcast with host Robert Powell delves into the complexities and challenges of retirement planning in the modern era. Gresham discusses the evolving nature of retirement, emphasizing the gap between people's expectations and their level of preparation. He highlights the importance of planning and adapting to changing needs, both financially and emotionally. The conversation also touches on the role of financial advisors in guiding clients through these challenges, stressing the need for improved communication, understanding of aging, and comprehensive approaches to managing retirement finances and health considerations. Learn more at https://publications.investmentsandwealth.org/iwmonitor/library/item/november_december_2023/4161432/…
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The Exceptional Advisor Podcast
1 DALBAR's Lou Harvey Reflects on Pioneering Investor Behavior Research and the Evolution of Financial Advice 48:31
48:31 Nghe Sau Nghe Sau Danh sách Thích Đã thích48:31
Nghe Sau Nghe Sau Danh sách Thích Đã thíchIn this podcast, Dalbar founder Lou Harvey discusses the history of his firm, which pioneered research into quantifying the impact of investor behavior on returns. He reflects on key initiatives like the Quantitative Analysis of Investor Behavior (QAIB) report, which revealed the significant performance gap between mutual fund investors and the funds they invest in. Harvey also shares his perspective on current industry trends and the future outlook. He sees artificial intelligence playing a bigger role in financial advice, with humans focused more on interpreting AI recommendations versus specialized expertise. Harvey argues asset allocation should be highly personalized based on an investor's specific situation and needs. He advocates for a fiduciary standard across the advice industry. Throughout, Harvey emphasizes the importance of a personal approach in understanding clients and serving their best interests. He urges advisors to go beyond purely investment considerations to incorporate critical lifestyle factors impacting financial decisions.…
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The Exceptional Advisor Podcast
differentiate your retirement advising practice with elevated and specialized capabilities. Explore the RMA® Certification: https://iwicentral.org/3STsNId In this roundtable discussion, experts Anna Rappaport, Rob Austin, and Michael Doshier provide insights on key retirement issues including spending patterns, debt levels, housing costs, family support, and using products like annuities and reverse mortgages. Key takeaways: - Retiree spending declines on average 2% per year, but is often "lumpy" with large one-time expenses - Housing represents the biggest expense for retirees, but many fail to incorporate home equity into financial plans - More retirees carry debt and support adult children financially than in the past - Annuities and reverse mortgages remain underutilized due to complexity, lack of advisor expertise The experts emphasize the need for holistic planning that accounts for healthcare, housing, family obligations, and other qualitative factors - not just portfolio returns. They advise financial advisors to take an expansive view when working with retiree clients.…
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The Exceptional Advisor Podcast
1 Transforming Wealth Management with Technology 25:55
25:55 Nghe Sau Nghe Sau Danh sách Thích Đã thích25:55
Nghe Sau Nghe Sau Danh sách Thích Đã thíchRashmi Badwe, COO of TIAA Wealth Management, discusses how technology like AI can enhance client service and the convergence of capabilities across financial domains.
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The Exceptional Advisor Podcast
1 What Financial Advisors Need To Know About 403(b) Retirement Plans 39:15
39:15 Nghe Sau Nghe Sau Danh sách Thích Đã thích39:15
Nghe Sau Nghe Sau Danh sách Thích Đã thíchIn episode 117 of the Exceptional Advisor Podcast guests Dan Otter and Scott Dauenhauer of 403bwise discuss the issues with 403(b) retirement plans commonly used by teachers and the opportunities for financial advisors to help teachers save adequately for retirement.
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The Exceptional Advisor Podcast
1 Why AI Poses a Mortal Threat to Financial Advisors 26:14
26:14 Nghe Sau Nghe Sau Danh sách Thích Đã thích26:14
Nghe Sau Nghe Sau Danh sách Thích Đã thíchBob Powell and David Alan Macchia discuss the implications of artificial intelligence (AI) for the financial advisory profession. Macchia highlights AI's potential advantages, such as cost-efficiency and a unique user experience, but also acknowledges its current limitations in providing accurate advice. He predicts the rise of "digital humans" that merge vast financial knowledge with a human-like interface. The conversation underscores the importance of trust in the advisory profession and debates whether AI can achieve a similar trust level. Both participants emphasize the need for human advisors to adapt and integrate AI into their practices to stay competitive in the future.…
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The Exceptional Advisor Podcast
1 The Importance of Diverse Perspectives in Teamwork 49:32
49:32 Nghe Sau Nghe Sau Danh sách Thích Đã thích49:32
Nghe Sau Nghe Sau Danh sách Thích Đã thíchIn this podcast, content creator Shane Snow discusses the importance of diverse perspectives in teamwork. He shares insights from his book Dream Teams, which explores how cognitive diversity can lead to better decision-making and innovation.
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The Exceptional Advisor Podcast
1 Why Do People Hire Their Financial Advisor? 40:12
40:12 Nghe Sau Nghe Sau Danh sách Thích Đã thích40:12
Nghe Sau Nghe Sau Danh sách Thích Đã thíchDanielle Labotka, a behavioral scientist with Morningstar, and Samantha Lamas, a senior behavioral researcher with Morningstar, discuss their latest research, "Why Do People Hire Their Financial Advisors?," which points to the importance of addressing a client’s emotional needs during beginning conversations. According to their research, how you explain your services can have an impact on a person’s hiring decision. And if you focus only on the cold, hard facts, you may be deterring some investors.…
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The Exceptional Advisor Podcast
1 Warren Buffett: Investor and Entrepreneur 57:59
57:59 Nghe Sau Nghe Sau Danh sách Thích Đã thích57:59
Nghe Sau Nghe Sau Danh sách Thích Đã thíchTodd A. Finkle, author of Warren Buffett: Investor and Entrepreneur, discusses the life and career of Warren Buffett, one of the most accomplished investors of all time. Finkle, an expert on all things Buffett, provides a deep dive into the origins of Buffett's success, the ways behavioral biases can affect investors and how to overcome them.…
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The Exceptional Advisor Podcast
1 Unraveling the Latest in Politics, Retirement, and Social Security 54:50
54:50 Nghe Sau Nghe Sau Danh sách Thích Đã thích54:50
Nghe Sau Nghe Sau Danh sách Thích Đã thíchJeff Bush, the principal of Washington Update, discusses the debt ceiling crisis and the possible outcomes, as well as potential reforms to Social Security, and what actions advisers might consider given that many the provisions of the Tax Cuts and Jobs Act are set to expire at the end of 2025.
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The Exceptional Advisor Podcast
1 What Advisors Need to Know About Social Security 46:05
46:05 Nghe Sau Nghe Sau Danh sách Thích Đã thích46:05
Nghe Sau Nghe Sau Danh sách Thích Đã thíchIn this podcast, Mary Beth Franklin, author of "Maximizing Social Security Benefits" discusses what financial advisers need to know about Social Security, Social Security strategies for married couples, including spousal benefits, survivor benefits, and when to claim benefits to maximize their combined income, Social Security benefits for divorced individuals, the Social Security disability program, Social Security rules and exceptions for public employees, the taxability of Social Security benefits, the relationship between Social Security and Medicare, and how advisers should plan for Social Security being able to pay 100 percent of total scheduled benefits only until 2033.…
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The Exceptional Advisor Podcast
1 A Fireside Chat about Retirement, Investments and Behavioral Finance 1:03:39
1:03:39 Nghe Sau Nghe Sau Danh sách Thích Đã thích1:03:39
Nghe Sau Nghe Sau Danh sách Thích Đã thíchExperience an exclusive fireside chat with Robert Powell at the esteemed Investments & Wealth Forum in Scottsdale. Delve into captivating conversations centered around the dynamic realms of retirement, investments, and behavioral finance, accompanied by renowned experts Jim Sandidge, Principal of The Sandidge Group, and Jorge Padilla, CFP®, Principal and Senior Client Advisor. Prepare to be enlightened by their profound insights and engaging dialogue.…
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The Exceptional Advisor Podcast
1 Investor Satisfaction with Full-Service Financial Advisors Crumbles as Markets Fall 38:48
38:48 Nghe Sau Nghe Sau Danh sách Thích Đã thích38:48
Nghe Sau Nghe Sau Danh sách Thích Đã thíchTom Rieman, head of wealth solutions at J.D. Power, discusses the key findings from the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study. Two spoilers: Just a small fraction of advisors are currently offering comprehensive advice and just more than half of full-service wealth clients have financial plans.…
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The Exceptional Advisor Podcast
1 How Advisors Can Mitigate Behavioral Biases 45:41
45:41 Nghe Sau Nghe Sau Danh sách Thích Đã thích45:41
Nghe Sau Nghe Sau Danh sách Thích Đã thíchClare Flynn Levy, the founder and CEO of Essentia Analytics.com, discusses how advisers can mitigate their own behavioral biases, and help their clients mitigate their behavioral biases as well.
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Tương tự như The Exceptional Advisor Podcast
Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
The Clever Investor Property Podcast is your go-to guide for smart property investing in Australia. Whether you’re a first-time investor or expanding your portfolio, we break down the strategies, market trends, and expert insights to help you build wealth through real estate. Delivered in bite-sized chunks, episode are no more than 20 minutes. Hosted by Owun Taylor an experienced property investor and strategist, this podcast covers: ✔️ Property market trends & economic insights ✔️ Investmen ...
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Stephen Grootes.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
Player FM - Ứng dụng Podcast
Chuyển sang chế độ ngoại tuyến với ứng dụng Player FM !
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