
Freeing Advisors to Build the Practice of Their Dreams
| Publishes | Weekly | Episodes | 74 | Founded | 10 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

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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Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #126 | |
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Apple Podcasts | #69 | |
Apple Podcasts | #74 | |
Apple Podcasts | #82 |
Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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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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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 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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View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
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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.