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Conversations That Matter

PortfolioMetrix

Conversations That Matter is the PMX podcast hosted by Alex Funk, featuring insightful discussions with industry leaders, innovators, and financial advice professionals. Each episode explores the strategies, trends, and ideas helping advisers save time, strengthen client relationships, and build better businesses, so they can focus on the conversations that matter most.

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Episodes

5 episodes

  1. When one partner is gone, does the client relationship go with them? 26:46
  2. The best advisers don’t have all the answers. They ask better questions. 22:32
  3. The volatility call: coaching clients through market stress. 26:19
  4. How financial advisers can remain visible to clients in the age of AI. 29:11
  5. Introducing 'Conversations That Matter' - the PMX podcast, hosted by Alex Funk. 1:09