Rephonic
Artwork for Talking Wealth

Talking Wealth

The Compound
Financial Advisors
Financial Planning
Wealth Management
Data Integration
Milemarker
Firm Efficiency
Investment Management
Business Analytics
Financial Advisory
Crypto
Technology Adoption
Estate Planning
Private Equity
Alternative Investments
Custodian Services
Altruist
Advisor Practices
RIA
351 Exchange Fund
Portfolio Management

Freeing Advisors to Build the Practice of Their Dreams

PublishesDailyEpisodes37Founded2 months ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for Talking Wealth

Latest Episodes

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

Key Facts

Accepts Guests
Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Recent Guests

Kyle Busch
Professional NASCAR driver
Episode: The Kyle Busch Insurance Scam Explained
John Connell
Co-founder and CEO of Focal
Focal
Episode: This AI Tool Is Changing How Advisors Work
Brandon Kawal
Partner at Advisor Growth Strategies
Advisor Growth Strategies
Episode: RIAs Sell for Record Amounts in Orgy of Consolidation - Brandon Kawal
Fred Barstein
Works at the Retirement Advisor University.
Retirement Advisor University
Episode: The Advisor Cheat Code for Massive Client Growth | Ben with Benefits - Fred Barstein
Samantha Russell
Chief evangelist at FMG Suite, an all-in-one financial advisor marketing platform
FMG Suite
Episode: Eight Marketing Moves Advisors Can Make Today | Sam Russell
Jason Pereira
WealthTech expert and podcaster
jasonperera.ca
Episode: Building the Best Advisor Tech Stack | Jason Pereira
Alec Crawford
Founder and CEO of Artificial Intelligence Risk, a leader in AI safety, security, and compliance.
Artificial Intelligence Risk
Episode: Financial Advisors Cannot Blow This Decision | Alec Crawford
Bill Bengen
Former financial advisor and creator of the 4% rule
Episode: The One Thing Everyone Gets Wrong About the 4% Rule | Ben with Benefits - Bill Bengen
Scott Rick
Author of Tightwads & Spendthrifts
Episode: Your Clients’ Biggest Risk is Spending Too Little | Ben with Benefits - Scott Rick

Hosts

Michael Batnick
Managing Partner at Ritholtz Wealth Management, co-host focusing on financial advisory and investment strategies.
Ben
Co-host with a focus on engaging discussions about financial advising and marketing strategies.
Josh Brown
Co-host and prominent financial figure, often discussing trends in wealth management and client relationships.

Reviews

4.0 out of 5 stars from 4 ratings
  • No

    No

    Apple Podcasts
    1
    Rank14exp
    Canada2 months ago

Chart Rankings

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

Apple Podcasts
#95
United States/Business/Investing
Apple Podcasts
#231
United States/Business
Apple Podcasts
#102
Taiwan/Business/Investing
Apple Podcasts
#141
Colombia/Business/Investing
Apple Podcasts
#211
Japan/Business/Investing
Apple Podcasts
#214
Spain/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

How Conquest Planning is Conquering the US Advisor Market
Q: What motivates advisors to try new products and tools?
Advisors are more open and willing to embrace new technologies than they were in the past, driven by early adopters showcasing the benefits.
How Conquest Planning is Conquering the US Advisor Market
Q: What has it been like for you personally to go from a huge success in NaviPlan and then start all over?
It's been actually surreal. When we sold our former company, the exit wasn't great, and I ended up retired for a short time before returning to build something new, learning from past experiences.
The Value Proposition of a Financial Advisor With Nick Murray
Q: What do you think that they should know?
Advisors should know that this is the beginning of a great golden age, with unprecedented opportunities arising from the generational transfer of wealth.
How Top Advisors Talk to Their Clients
Q: How does AI factor into the work you're doing at YCharts?
AI helps speed up operations, enabling quicker development of tools and services, and allows for users to interact with data more naturally.
How Top Advisors Talk to Their Clients
Q: What sort of scenario analysis portfolio tools do you have for advisors?
YCharts provides side-by-side analysis tools that allow advisors to compare portfolios' asset allocation and risk profiles, making it easier to demonstrate portfolio transitions and their implications.

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?

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

Where can I find podcast stats for Talking Wealth?

Rephonic provides a wide range of podcast stats for Talking Wealth. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Talking Wealth and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Talking Wealth get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Talking Wealth, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Talking Wealth?

Rephonic provides comprehensive predictive audience data for Talking Wealth, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Talking Wealth have?

To see how many followers or subscribers Talking Wealth has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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 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.

How do I contact Talking Wealth?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Talking Wealth?

Rephonic pulls ratings and reviews for Talking Wealth from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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.

How do I access podcast episode transcripts for Talking Wealth?

Rephonic provides full transcripts for episodes of Talking Wealth. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on Talking Wealth?

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.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days