
Straight Talk Investment Series Podcast explores a wide range of market topics relevant to investment professionals and their clients. The goal of this series is to educate and empower our listeners by taking the complex, breaking it down to make it easier to understand and provide effective actions they can use in their business today.
| Publishes | Infrequently | Episodes | 6 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

What separates advisor teams who thrive from those who plateau? Host Jenine Garrelick sits down with MFS’ Doug Orton and Emily Dupre to explore how focusing on Efficiency, Distinction, Growth, and Excellence can help advisors strengthen their practic... more
From the rise of AI-driven markets to the evolving views on active management, the latest Straight Talk episode wraps up what was top of mind for advisors in 2025 and starts digging into the year ahead.
The views expressed in this presentation are t... more
In this episode of Straight Talk, we explore why the tech-savvy advisor treats AI as a partner, not a competitor, and we dive into how advisors can use AI to level up their practice while maintaining the human touch that their clients need.
The view... more
In this episode, Jenine Garrelick, Broadridge’s Ashley Wood, and MFS Senior Business Development Strategist Sheridan Culhane unpack the latest advisor trends and discuss how the advisor-investor relationship differs across generations.
The views exp... more
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #239 |
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
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Straight Talk Investment Series launched a year ago and published 6 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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