Podcast: Kitces and Carl - Real Talk for Real Financial Advisors Episode: Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157 Pub date: 2025-02-06 Details: https://www.listennotes.com/e/69c9d2dae0b84a78be37fc66fc101fb8/ The podcast and artwork embedded on this page are from Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Perfect RIA Episode: Value Beyond The Meeting [Episode 305] Pub date: 2025-04-21 Details: https://www.listennotes.com/e/e828a0b30a4e4c0d91ba85e89e57550c/ The podcast and artwork embedded on this page are from Matthew Jarvis, CFP® & Micah Shilanski, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Memo by Howard Marks Episode: Nobody Knows (Yet Again) Pub date: 2025-04-09 Details: https://www.listennotes.com/e/86633b8dfa77427c878b4ea936a32b47/ The podcast and artwork embedded on this page are from Oaktree Capital Management, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: TRAP: The Real Adviser Podcast Episode: 69 - The Couples Conundrum Pub date: 2025-04-24 Details: https://www.listennotes.com/e/3456b13be67b4e4c8c6309274a8e6f15/ The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Long and The Short Of It Episode: 344. Humans and AI Pub date: 2025-04-29 Details: https://www.listennotes.com/e/8e943fd940764938ad6afdbb78ece600/ The podcast and artwork embedded on this page are from Peter Shepherd & Jen Waldman, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Invest Like the Best with Patrick O'Shaughnessy Episode: Boyd Varty - Becoming A Meaning Maker - [Invest Like the Best, EP.395] Pub date: 2024-10-29 Details: https://www.listennotes.com/e/783b28ed52ad4bd797dbe5df61e7cc71/ The podcast and artwork embedded on this page are from Colossus | Investing & Business Podcasts, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Memo by Howard Marks Episode: Ruminating on Asset Allocation Pub date: 2024-10-22 Details: https://www.listennotes.com/e/224948b9eb144082a73c8390406f86ef/ The podcast and artwork embedded on this page are from Oaktree Capital Management, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Efficient Advisor: Tactical Business Advice for Financial Planners Episode: 230: The Client New Year's Letter You Need to Write Now! Pub date: 2024-10-29 Details: https://www.listennotes.com/e/d6b61a2a3eac4ba3b39f46979e72cd12/ The podcast and artwork embedded on this page are from Libby Greiwe, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: TRAP: The Real Adviser Podcast Episode: 56 - Full Fit Financial Planning Pub date: 2024-10-24 Details: https://www.listennotes.com/e/336147f140de4004a699d1199d419cf0/ The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: 2Bobs—with David C. Baker and Blair Enns Episode: The Four Conversations: A New Model for Selling Expertise Pub date: 2024-10-23 Details: https://www.listennotes.com/e/46c32fad00b24054afafe261e7de3a86/ The podcast and artwork embedded on this page are from David C. Baker and Blair Enns, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Rational Reminder Podcast Episode: Episode 324 - Dr. Bryan Taylor: Lessons from Market History (1600-2024) Pub date: 2024-09-26 Details: https://www.listennotes.com/e/cfe9b7a906284bbfbdb87f7232da5105/ The podcast and artwork embedded on this page are from Benjamin Felix, Cameron Passmore, Mark McGrath, and Dan Bortolotti, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Perfect RIA Episode: Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276] Pub date: 2024-09-30 Details: https://www.listennotes.com/e/8aec3ace20fc451bbb5b5c8239a967d2/ The podcast and artwork embedded on this page are from Matthew Jarvis, CFP® & Micah Shilanski, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Founders Episode: #365 Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters to Partners Pub date: 2024-09-16 Details: https://www.listennotes.com/e/b334689e320847b1b8c988262fe16a1b/ The podcast and artwork embedded on this page are from David Senra , which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: TRAP: The Real Adviser Podcast Episode: 54 - Breaking Bad (News) Pub date: 2024-09-26 Details: https://www.listennotes.com/e/f8f5977a7db04e38b3e1ff5cd5d5183e/ The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Do Business. Do Life. — The Financial Advisor Podcast — DBDL Episode: 083: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor Pub date: 2024-09-25 Details: https://www.listennotes.com/e/28547f1dbb6f44ba9318149e1f971a38/ The podcast and artwork embedded on this page are from Brad Johnson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Between Now and Success Episode: Dr. Shaywanna Harris-Pierre on Family Dynamics, Interior Finance, and Identifying Your Clients' Money Flashpoints Pub date: 2024-08-01 Details: https://www.listennotes.com/e/673bbdcd45e34a45a4ea63d353cc643a/ The podcast and artwork embedded on this page are from Steve Sanduski, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Kitces and Carl - Real Talk for Real Financial Advisors Episode: Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145 Pub date: 2024-08-22 Details: https://www.listennotes.com/e/1f322ac1207e4c9281aecb5dd7865c44/ The podcast and artwork embedded on this page are from Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: The Perfect RIA Episode: Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272] Pub date: 2024-09-02 Details: https://www.listennotes.com/e/22ab0b1c2b3e4556947155f64efa878d/ The podcast and artwork embedded on this page are from Matthew Jarvis, CFP® & Micah Shilanski, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: TRAP: The Real Adviser Podcast Episode: 52 - KPIs: Key People of Influence Pub date: 2024-08-29 Details: https://www.listennotes.com/e/86116ae47b334955aee89c4d288b5468/ The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Podcast: Do Business. Do Life. — The Financial Advisor Podcast — DBDL Episode: 078: Will Guidara - Unreasonable Hospitality & Lessons from the World’s #1 Restaurant Pub date: 2024-08-21 Details: https://www.listennotes.com/e/d96b50360bd04aee9ce3f5675c88b18d/ The podcast and artwork embedded on this page are from Brad Johnson, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.