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Artwork for Talking Wealth

Talking Wealth

The Compound
Financial Advisors
Wealth Management
Financial Planning
Investment Management
Artificial Intelligence
Investment Strategies
Indexed Universal Life Insurance
Private Equity
Kyle Busch
Social Security
Retirement Planning
Income Lab
Data Integration
Pacific Life
AI In Finance
Financial Literacy
Behavioral Finance
Compliance
Cybersecurity
Milemarker

Freeing Advisors to Build the Practice of Their Dreams

PublishesWeeklyEpisodes62Founded7 months ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Talking Wealth

Latest Episodes

On this episode of Talking Wealth, Ben Carlson is joined by Joe Mallen, CEO of Modelist, to discuss how financial advisors can scale their investment process while maintaining control.

They cover how Modelist helps advisors build and manage custom p... more

On this episode of Talking Wealth, Josh Brown is joined by Louis Diamond, CEO of Diamond Consultants, to break down the surge in advisor movement, with over 11,000 advisors switching firms in 2025.

They discuss what’s driving the trend, where top te... more

On this episode of Talking Wealth, Ben Carlson is joined by Ehren Stanhope, a key leader behind OSAM’s Canvas platform, to break down how investors can create real tax alpha.

They discuss OSAM’s evolution from a quant shop to a full portfolio soluti... more

On this episode of Talking Wealth, Michael Batnick is joined by John Giovannucci to discuss a shift few in wealth management say out loud: has the advisor’s role drifted away from doing the actual work?

For years, strong markets made it easier to lo... more

Key Facts

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Recent Guests

Joe Mallen
CEO of Modelist
Modelist
Episode: How to Improve Client Portfolios
Louis Diamond
CEO of Diamond Consultants
Diamond Consultants
Episode: Recruiting Expert Louis Diamond on Why the Market for Advisor Talent Is on Fire
Ehren Stanhope
Chief Investment Strategist at O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Episode: How to Create Tax Alpha
John Giovannucci
Guest speaker discussing industry shifts and perspectives on the advisor role
Montecito Medical (based in Nashville)
Episode: Death of the Advisor
Stephen Caruso
Associate Director of Wealth Management at Cerulli Associates
Cerulli Associates
Episode: The $3.9 Trillion Land Grab
Joseph Mrak
CEO of Foundation Source, provider of infrastructure for modern philanthropy in wealth management
Foundation Source
Episode: The Missing Layer in Wealth Management
Shirl Penney
CEO of Dynasty (as introduced)
Dynasty
Episode: The Inside Story of OpenArc’s $129 Billion Breakaway with Dynasty’s Shirl Penney
Joseph Wang
Co-founder and CRO of SyntheticFi
SyntheticFi
Episode: How to Borrow Against Your Portfolio For Less
Rob Nance
CEO of Dispatch
Dispatch
Episode: The Extinction Event in Wealth Tech

Host

Michael Batnick
Host of Talking Wealth; long-standing voice in finance and wealth management; associated with Ritholtz Wealth Management in some listings.

Reviews

4.8 out of 5 stars from 16 ratings
  • No

    No

    Apple Podcasts
    1
    Rank14exp
    Canada7 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests often bring real-world perspectives on wealth tech and investments.
Some episodes are dense with industry jargon, which may challenge new listeners.
Shows depth and practical finance insights from industry practitioners.
Patrons appreciate actionable takeaways for advisory practices.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

How to Improve Client Portfolios
Q: What does onboarding look like for an advisor who wants to implement these models?
We begin with a discovery process, offer training and sales collateral, and provide sample models and client accounts to illustrate the program before signing up, ensuring a clear path and relationships are well understood.
How to Improve Client Portfolios
Q: How do you develop the advisor's brand within the portfolio? Do you create models for them or tailor to their preferences?
We transform the advisor's existing approach or start from a blank slate, consulting with them to design rules-based models that align with their brand, client base, and risk tolerance, then surface those models through their chosen platforms.
How to Improve Client Portfolios
Q: So the idea is, I like the operational features of the TAMP, but I need a little something extra with the investing side of things. Is that the idea?
Yes, the platform aims to augment TAMP functionality with customizable, advisor-branded investment models that can live on the advisor's terms and be deployed through the existing TAMP or direct indexing infrastructure.
Recruiting Expert Louis Diamond on Why the Market for Advisor Talent Is on Fire
Q: How is AI changing advisor movement and what should firms prepare for?
AI is now central to the due diligence process for advisors: they assess technology tools, AI roadmaps, and the ability to integrate with a firm's platform; firms that lag on AI uptake may face higher attrition, while those offering flexible tool ecosystems can attract and retain talent.
Recruiting Expert Louis Diamond on Why the Market for Advisor Talent Is on Fire
Q: What are people making these choices based on these days?
The primary factors are freedom, flexibility, and control, with money as a protection or acceleration factor; the pull to improve client outcomes and retain some form of enterprise value also drives moves, resulting in a wide dispersion of firm destinations rather than a single winner.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Talking Wealth

What is Talking Wealth about and what kind of topics does it cover?

Across recent episodes, the show leans into practical, industry-level finance topics driven by wealth management, AI in finance, private credit, and housing demographics. Conversations frequently feature technology-enabled advisor workflows, innovative investment structures, and strategic growth for RIAs and asset managers, with guests ranging from fintech founders to senior researchers. A notable pattern is bridging advanced concepts (box spread loans, AI operating systems for wealth tech, GP Stakes) with concrete implications for advisors, clients, and firms. The show often highlights how technology and data shape advisory practices, product development, and market strategy, making it valuable for listeners who want actionable insights fr... more

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Which podcasts are similar to Talking Wealth?

These podcasts share a similar audience with Talking Wealth:

1. Ask The Compound
2. Animal Spirits Podcast
3. The Compound and Friends
4. Facts vs Feelings with Ryan Detrick & Sonu Varghese
5. Kitces and Carl - Real Talk for Real Financial Advisors

How many episodes of Talking Wealth are there?

Talking Wealth launched 7 months ago and published 62 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Talking Wealth?

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What guests have appeared on Talking Wealth?

Recent guests on Talking Wealth include:

1. Joe Mallen
2. Louis Diamond
3. Ehren Stanhope
4. John Giovannucci
5. Stephen Caruso
6. Joseph Mrak
7. Shirl Penney
8. Joseph Wang

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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