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Talking Wealth

The Compound

Freeing Advisors to Build the Practice of Their Dreams

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88 odcinków

  1. Advising Clients Who Are About to Be Insanely Rich From IPOs With Aj Ayers of BrooklynFi 32:04
  2. “The War Is Over and the Wirehouses Lost” | Jim Gold on Wall Street’s Shakeup 30:48
  3. What If This Is the Worst Time to Retire? 28:46
  4. The Most Game-Changing Company in Wealth with Jason Wenk 49:35
  5. Is Your "Tax Alpha" About to Become an Audit? 42:50
  6. How Direct Index Supercharges the Financial Advisor 19:45
  7. Seven Reasons You’re Not Taking Enough Risk with Allison Schrager 38:28
  8. How to Help Your Clients Live a Rich Life 21:53
  9. You Don't Own Your Growth 26:52
  10. Where Options Fit in the Modern Advisor’s Toolkit 30:42
  11. 27 Million Clients Walk Into an RIA 31:23
  12. Your Client Is Rich in Real Estate. Now What? 36:25
  13. How Much AUM do you need to start an RIA? 33:21
  14. Is the 60/40 Portfolio Too Conservative? | Ben with Benefits 35:38
  15. The ETF Industry Has Lost Its Mind 44:48
  16. How to Become a Better Financial Advisor 32:14
  17. How to Advise the Wealthiest Families in America with Onur Erzan 38:42
  18. Jon Stein Built Betterment. Here's What He's Building Now 31:58
  19. How to Give Clients More Peace of Mind in Retirement 35:20
  20. "The Tech Stack Is Dead" — Jason Wenk on Rebuilding Advisor Infrastructure 48:52
  21. It’s Good to Be a CFP, Robinhood’s “Concierge” Is Now Hiring Advisors, SpaceX Employee Wealth 31:21
  22. SpaceX is The Hottest IPO Ever - Here’s Everything Advisors Need To Know 34:37
  23. Jeremy Schwartz on Rethinking the 60/40 Portfolio 26:04
  24. The Tax-Loss Machine: How Long-Short Took Over Wealth Management 31:44
  25. Crushing Skulls in the Asset Management Biz with Manish Khatta (Potomac) 32:58
  26. Are Financial Advisors Dead? Michael Kitces Weighs In 36:24
  27. How to Improve Client Portfolios 29:31
  28. Recruiting Expert Louis Diamond on Why the Market for Advisor Talent Is on Fire 31:32
  29. How to Create Tax Alpha 31:04
  30. Death of the Advisor 35:53
  31. The $3.9 Trillion Land Grab 40:02
  32. The Missing Layer in Wealth Management 25:46
  33. The Inside Story of OpenArc’s $129 Billion Breakaway with Dynasty’s Shirl Penney 26:06
  34. How to Borrow Against Your Portfolio For Less 25:42
  35. The Extinction Event in Wealth Tech 30:09
  36. Private Credit: Now Youse Can’t leave 33:38
  37. Demographics are Destiny in the Housing Market 25:43
  38. Why 3,000 Financial Advisors Are Meeting up to Discuss AI 36:23
  39. Private Equity's Liquidity Problem 32:14
  40. Is Social Security Going Bankrupt? 29:09
  41. Why Advisors Go Independent 32:54
  42. The Lie on Both Sides of Investment Management 32:23
  43. Be the GP: How to Invest in the 2 & 20 32:05
  44. How to Beat the 4% Retirement Spending Rule | Ben with Benefits 29:36
  45. When Alts Go Bad: The BlueRock Blowup and a Liquidity Wake-Up Call 30:06
  46. FINNY Reveals New $150 Million Valuation! 25:19
  47. BOMBSHELL - 90 Percent of RIAs are Actually Shrinking! 30:52
  48. Here’s What Your Competitors Are Doing. A Deep Dive Into Schwab’s 2025 RIA Benchmarking Study 35:28
  49. The Yield Mania: Why Investors Are All in On Income 29:19
  50. The Age of Easy AUM Is Over 34:23