Talking Wealth
The CompoundFreeing Advisors to Build the Practice of Their Dreams
| Publishes | Daily | Episodes | 41 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
On this episode of Talking Wealth, Michael Batnick is joined by Lisa Salvi, Managing Director of Business Consulting and Education at Charles Schwab Advisor Services. We’re diving deep into Schwab’s RIA Benchmarking Study, which is the leading study ... more
On this episode of Talking Wealth, we’re diving into one of the biggest shifts in the advisory world: the surge in income-oriented products. From covered-call ETFs and bond ladders to private-credit funds and interval structures, advisors are increas... more
On this episode of Talking Wealth, Michael Batnick and Ian Wenik go deep on the RIA industry’s two biggest stress fractures: the organic growth slowdown and the unraveling of some of private equity’s largest wealth rollups. From referral fatigue to v... more
On this episode of Talking Wealth, Ben Carlson is joined by Cullen Roche, founder and CIO of Discipline Funds. They'll explore how Cullen turned his blog, Pragmatic Capitalism, into a funnel for wealth management clients, why he turned his client por... more
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Apple Podcasts | #171 |  Ireland/Business/Investing |
Apple Podcasts | #246 |  Spain/Business/Investing |
Talking Points
Recent interactions between the hosts and their guests.
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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?
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How many listeners does Talking Wealth get?
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What are the audience demographics for Talking Wealth?
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How many subscribers and views does Talking Wealth have?
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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 2 months ago and published 41 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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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.
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How do I access podcast episode transcripts for Talking Wealth?
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What guests have appeared on Talking Wealth?
Recent guests on Talking Wealth include:
1. Jeffrey Ptak
2. Kyle Busch
3. John Connell
4. Brandon Kawal
5. Fred Barstein
6. Samantha Russell
7. Jason Pereira
8. Alec Crawford
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.