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Talking Wealth

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

Freeing Advisors to Build the Practice of Their Dreams

PublishesWeeklyEpisodes74Founded10 months ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Talking Wealth

Latest Episodes

ETFs have completely transformed how we invest for our clients. Cheaper, more tax-efficient, more transparent — it's been one of the great wins for investors over the last twenty-five years.

But folks, we are not in Kansas anymore. The same wrapper ... more

On this episode of Talking Wealth, Ben Carlson sits down with Brian Portnoy, founder and CEO of Shaping Wealth and author of The Geometry of Wealth, to discuss the psychology behind great financial advice. They explore how advisors can improve their ... more

On this episode of Talking Wealth, Josh Brown sits down with Onur Erzan, President of AllianceBernstein, to discuss what it really takes to serve America's ultra-high-net-worth families.

They explore how wealth management changes at the $200 million... more

Jon Stein founded Betterment — one of the first companies to deliver real financial advice to the mass affluent at scale. Now he's back with a new company, Warmer, a platform for helping people find the right human financial advisor.

It's a fascinati... more

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Recent Guests

Brian Portnoy
Founder and CEO of Shaping Wealth
Shaping Wealth
Episode: How to Become a Better Financial Advisor
Onur Erzan
President of AllianceBernstein, leads Bernstein Private Wealth Management
AllianceBernstein / Bernstein Private Wealth
Episode: How to Advise the Wealthiest Families in America with Onur Erzan
Jon Stein
Founder of Betterment and Warmer
Betterment, Warmer
Episode: Jon Stein Built Betterment. Here's What He's Building Now
David Lau
Founder and CEO of DPL Financial Partners
DPL Financial Partners
Episode: How to Give Clients More Peace of Mind in Retirement
Sarah Solomon
Guest discussing wealth management trends
Observer / Contributor
Episode: It’s Good to Be a CFP, Robinhood’s “Concierge” Is Now Hiring Advisors, SpaceX Employee Wealth
Aaron Dillon
Private markets veteran, involved in pre-IPO equities and ETF/secondary markets
Aaron Dillon / AG Dillon (private markets advisor)
Episode: SpaceX is The Hottest IPO Ever - Here’s Everything Advisors Need To Know
Jeremy Schwartz
Head of Research and Portfolio Strategy at WisdomTree
WisdomTree
Episode: Jeremy Schwartz on Rethinking the 60/40 Portfolio
Brent Sullivan
Tax Alpha Insider Substack writer; expert on tax-aware investing and long-short strategies
Tax Alpha Insider
Episode: The Tax-Loss Machine: How Long-Short Took Over Wealth Management
Manish Khatta
CEO and CIO of Potomac Fund Management
Potomac Fund Management
Episode: Crushing Skulls in the Asset Management Biz with Manish Khatta (Potomac)

Hosts

Michael Batnick
Host of Talking Wealth
Downtown Josh Brown
Host of Talking Wealth

Reviews

4.7 out of 5 stars from 37 ratings
  • No

    No

    Apple Podcasts
    1
    Rank14exp
    Canada10 months ago

Listeners Say

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

Insightful, data-driven discussions that unpack industry trends for practitioners.
Strong guest lineup with practical, implementable strategies.
Useful for comparing platforms and understanding evolving advisor ecosystems.
Could be dense for new listeners; benefits seasoned advisors seeking depth.
Dives into complex topics with actionable guidance for wealth managers.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Jon Stein Built Betterment. Here's What He's Building Now
Q: Why did you think there was an opportunity to do what has been done before?
Jon explains that the market lacked a scalable, high‑quality match system that could connect clients with the right advisor across niches, and that modern data and AI capabilities enable better discovery, evaluation, and outcomes for both clients and advisors.
How to Advise the Wealthiest Families in America with Onur Erzan
Q: What is the role of the wealth manager in the modern era, and how has it evolved with UHNW clients?
The host asks about how trust, high-quality teams, and a holistic, holistic, client-centered approach have become essential as client profiles diversify and wealth increases in complexity.
How to Become a Better Financial Advisor
Q: What evidence is there that soft skills coaching translates into real business results?
KPIs exist, but predicting client acquisition or revenue from one workshop alone is unlikely. The system relies on a mix of survey data, qualitative feedback, and sometimes deeper data science, with longer-term AB testing to show improvements in engagement, wallet share, and referrals, as part of a broader capability stack.
How to Become a Better Financial Advisor
Q: How does Lydia fit into this approach, and what makes it different from other AI tools?
Lydia is an always-on behavioral AI coach that partners with advisors to role-play, analyze conversations, and provide psychological insights. It's designed to augment human skills rather than replace them, with a knowledge graph and multiple purpose-built agents to handle common advisor-client scenarios.
How to Become a Better Financial Advisor
Q: What exactly is the human side of advice, and why is it important for advisors to focus on it?
It's about treating advisors as humans first—developing self-awareness, empathy, and communication skills that drive better client relationships. The programs focus on conversational skills, active listening, and emotional intelligence, backed by rigorous training and measurable but nuanced outcomes.

Audience Metrics

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Frequently Asked Questions About Talking Wealth

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

This show centers financial advisor strategy, portfolio construction, and wealth-management technology, with a strong emphasis on practical tools, industry shifts, and advisor enablement. Recent episodes mix discussions of mega IPO dynamics (SpaceX), capital-efficient and tax-aware investing, platform plays for advisor autonomy, and the evolving role of AI in wealth tech. Notable strengths include access to practitioner-focused insights from asset managers, fintech founders, and research-driven thinkers, plus a clear bias toward tangible takeaways for RIAs and independent advisors. This makes it a compelling listen for listeners who want concrete frameworks, vendor perspectives, and strategic context to grow advisory practices, optimize cli... 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. The Meb Faber Show - Better Investing

How many episodes of Talking Wealth are there?

Talking Wealth launched 10 months ago and published 74 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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What guests have appeared on Talking Wealth?

Recent guests on Talking Wealth include:

1. Brian Portnoy
2. Onur Erzan
3. Jon Stein
4. David Lau
5. Sarah Solomon
6. Aaron Dillon
7. Jeremy Schwartz
8. Brent Sullivan

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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