
Freeing Advisors to Build the Practice of Their Dreams
| Publishes | Daily | Episodes | 37 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

Josh Brown and Kevin Thompson are back for an all new edition of Talking Wealth. They'll discuss the Kyle Busch IUL scam, ChatGPT bans “tailored financial advice”, CFP & being young, what does everyone do to inoculate retiring clients from the full c... more
On this episode of Talking Wealth, Michael Batnick sits down with John Connell, Co-Founder and CEO of Focal, the AI-powered productivity platform transforming how advisory firms document, automate and scale client service. With roots at Microsoft and... more
On this episode of Talking Wealth, Ben Carlson sits down with Nick Downer, Head of Advisory Services at Opto Investments. Opto Investments is a tech-driven platform that helps financial advisors and family offices better manage private investments. W... more
Josh Brown and Kevin Thompson are back for an all new edition of Talking Wealth. Charles Schwab is reportedly raising its referral minimum from $500,000 to $2,000,000 which will significantly shrink the pool of potential referred clients to its advis... more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #95 | |
Apple Podcasts | #231 | |
Apple Podcasts | #102 | |
Apple Podcasts | #141 | |
Apple Podcasts | #211 | |
Apple Podcasts | #214 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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Focused on empowering financial advisors, this series offers insights into various aspects of wealth management and financial advising. Topics frequently discussed include investment strategies, retirement planning, and the implications of technological advancements in the advisory field, particularly with artificial intelligence and automation. Unique to this series is its blend of expert opinions and practical advice, targeting both current trends within the financial services industry and the evolving relationship between advisors and their clients. Through discussions with industry experts and thought leaders, listeners are likely to gain a richer understanding of how to adapt to changes in market conditions and client expectations, enh... more
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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
Talking Wealth launched 2 months ago and published 37 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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Recent guests on Talking Wealth include:
1. Kyle Busch
2. John Connell
3. Brandon Kawal
4. Fred Barstein
5. Samantha Russell
6. Jason Pereira
7. Alec Crawford
8. Bill Bengen
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.