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Artwork for Financial Planning

Financial Planning

Financial Planning
RIA Custody
Climate Change
Hurricanes
Flooding
Weather Patterns
Natural Hazards
Artificial Intelligence
Financial Planning Podcast
Risk Management
Severe Storms
Entrustody
Wealth Management
Advisors
Behavioral Finance
Wildfires
Wealthtech
Investcloud
Financial Planning

Thoughtful, informed discussions about ideas, trends and developments in wealth management, moderated by Financial Planning editors.

PublishesTwice monthlyEpisodes100Founded8 years ago
Categories
BusinessCareersInvesting

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Artwork for Financial Planning

Latest Episodes

Dr. Lou Gritzo, Chief Science Officer at FM, explains why there are more frequent and severe storms, flooding, wildfires and other weather-related events.

The longtime fintech reporter and Financial Planning Podcast host says goodbye after moving on to a new opportunity.

The RIA custody landscape isn't what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.

The veteran wealth management duo wants to close the gap between what the advice industry is, and what it has the potential to become.

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Recent Guests

Dr. Louis Gritzo
Chief Science Officer at FM
FM
Episode: Exploring the effects of climate change on weather
Tony Stich
Chief Revenue Officer at Entrustody
Entrustody
Episode: Why RIA custody is ready for another shakeupÂ

Reviews

4.2 out of 5 stars from 22 ratings
  • Very insightful show

    I really enjoyed listening to your podcast show. Your recent episode provided very informative legal advice as well as other factors that business owners should consider. I definitely took away a lot of advice and wisdom from you and your guest, which I will be sharing with my friends and colleagues.

    Apple Podcasts
    5
    Zia N.
    Philippines3 years ago
  • Awesome Podcast!!!

    Financial Planning Podcast, highlights all investing and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!

    Apple Podcasts
    5
    roweereyes
    Philippines4 years ago
  • Loved the episode with Larry Sprung

    Loved the episode with Larry Sprung

    I am off to listen to his podcast the Miltin Money Mindset

    Apple Podcasts
    5
    Shh Moms Reading
    United States4 years ago

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Talking Points

Recent interactions between the hosts and their guests.

Why RIA custody is ready for another shakeupÂ
Q: What is currently wrong with the system as it stands?
Traditional custodians face challenges due to bloated technology and the inability to effectively serve a growing number of advisors.
Why RIA custody is ready for another shakeupÂ
Q: What are your thoughts overall on the current landscape in the RIA custody space?
The current landscape has seen significant changes and presents both opportunities and challenges for advisors and custodians alike.

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Frequently Asked Questions About Financial Planning

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How many subscribers and views does Financial Planning have?

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Which podcasts are similar to Financial Planning?

These podcasts share a similar audience with Financial Planning:

1. Financial Planning Explained
2. All-In with Chamath, Jason, Sacks & Friedberg

How many episodes of Financial Planning are there?

Financial Planning launched 8 years ago and published 100 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on Financial Planning?

Recent guests on Financial Planning include:

1. Dr. Louis Gritzo
2. Tony Stich

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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