Talking Wealth
By The Compound
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Category: Investing
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Subscribers: 16
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Episodes: 64
Description
Freeing Advisors to Build the Practice of Their Dreams
| Episode | Date |
|---|---|
|
Crushing Skulls in the Asset Management Biz with Manish Khatta (Potomac)
|
May 14, 2026 |
|
Are Financial Advisors Dead? Michael Kitces Weighs In
|
May 07, 2026 |
|
How to Improve Client Portfolios
|
Apr 30, 2026 |
|
Recruiting Expert Louis Diamond on Why the Market for Advisor Talent Is on Fire
|
Apr 23, 2026 |
|
How to Create Tax Alpha
|
Apr 16, 2026 |
|
Death of the Advisor
|
Apr 09, 2026 |
|
The $3.9 Trillion Land Grab
|
Apr 02, 2026 |
|
The Missing Layer in Wealth Management
|
Mar 26, 2026 |
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The Inside Story of OpenArc’s $129 Billion Breakaway with Dynasty’s Shirl Penney
|
Mar 19, 2026 |
|
How to Borrow Against Your Portfolio For Less
|
Mar 12, 2026 |
|
The Extinction Event in Wealth Tech
|
Mar 05, 2026 |
|
Private Credit: Now Youse Can’t leave
|
Feb 23, 2026 |
|
Demographics are Destiny in the Housing Market
|
Feb 19, 2026 |
|
Why 3,000 Financial Advisors Are Meeting up to Discuss AI
|
Feb 12, 2026 |
|
Private Equity's Liquidity Problem
|
Feb 04, 2026 |
|
Is Social Security Going Bankrupt?
|
Jan 28, 2026 |
|
Why Advisors Go Independent
|
Jan 21, 2026 |
|
The Lie on Both Sides of Investment Management
|
Jan 14, 2026 |
|
Be the GP: How to Invest in the 2 & 20
|
Jan 07, 2026 |
|
How to Beat the 4% Retirement Spending Rule | Ben with Benefits
|
Dec 22, 2025 |
|
When Alts Go Bad: The BlueRock Blowup and a Liquidity Wake-Up Call
|
Dec 19, 2025 |
|
FINNY Reveals New $150 Million Valuation!
|
Dec 18, 2025 |
|
BOMBSHELL - 90 Percent of RIAs are Actually Shrinking!
|
Dec 10, 2025 |
|
Here’s What Your Competitors Are Doing. A Deep Dive Into Schwab’s 2025 RIA Benchmarking Study
|
Dec 03, 2025 |
|
The Yield Mania: Why Investors Are All in On Income
|
Nov 26, 2025 |
|
The Age of Easy AUM Is Over
|
Nov 19, 2025 |
|
How to Start Your Own ETF
|
Nov 12, 2025 |
|
The Kyle Busch Insurance Scam Explained
|
Nov 05, 2025 |
|
This AI Tool Is Changing How Advisors Work
|
Oct 29, 2025 |
|
How AI Can Help Advisors Get Bigger Clients
|
Oct 22, 2025 |
|
Your Custodian Just Drank Your Milkshake
|
Oct 16, 2025 |
|
RIAs Sell for Record Amounts in Orgy of Consolidation - Brandon Kawal
|
Oct 03, 2025 |
|
The Advisor Cheat Code for Massive Client Growth | Ben with Benefits - Fred Barstein
|
Oct 03, 2025 |
|
Advisors Face an $80 Trillion Tidal Wave as 10,000 Clients Retire Every Day | Ben with Benefits - Christine Benz
|
Oct 03, 2025 |
|
Eight Marketing Moves Advisors Can Make Today | Sam Russell
|
Oct 03, 2025 |
|
Building the Best Advisor Tech Stack | Jason Pereira
|
Oct 03, 2025 |
|
A $12 Trillion Opportunity For Financial Advisors | Ben with Benefits - Shawn O'Brien
|
Oct 03, 2025 |
|
Financial Advisors Cannot Blow This Decision | Alec Crawford
|
Oct 03, 2025 |
|
Stop Saving - Give Your Kids the Money Now! | Ben With Benefits - Nick Maggiulli
|
Oct 03, 2025 |
|
The One Thing Everyone Gets Wrong About the 4% Rule | Ben with Benefits - Bill Bengen
|
Oct 03, 2025 |
|
Your Clients’ Biggest Risk is Spending Too Little | Ben with Benefits - Scott Rick
|
Oct 03, 2025 |
|
Will AI Replace Your Financial Advisor? Michael Batnick and Dave Nadig on the Future of Wealth
|
Oct 03, 2025 |
|
The Man Who Advises Your Financial Advisor | Ben with Benefits - Carl Richards
|
Oct 03, 2025 |
|
Josh Brown on How the Next Generation of Millionaires Will Custody Their Assets | Jason Wenk
|
Oct 03, 2025 |
|
Financial Advisors Are Furious Over New Ad Campaign - Michael Kitces
|
Oct 03, 2025 |
|
How to Make Sure Your Clients Never Run Out of Money | Justin Fitzpatrick
|
Sep 25, 2025 |
|
Meb Faber’s New Big Idea
|
Sep 25, 2025 |
|
6 Ways Financial Advisors Can Improve Client Confidence | Ben with Benefits - Ben White
|
Sep 25, 2025 |
|
Advisor Chat Live | Kevin Thompson
|
Sep 25, 2025 |
|
Why This Juggernaut is Going All-In on Wealth Management | Michael Lane
|
Sep 25, 2025 |
|
How the Wealthy Reduce Taxes and Diversify with 351 Exchange Funds | Wes Gray
|
Sep 22, 2025 |
|
The #1 Mistake Advisors Make When They Cash Out | John Phoenix
|
Sep 22, 2025 |
|
How Do I Train Young Financial Advisors? | Kevin Thompson
|
Sep 22, 2025 |
|
Here’s How Advisors Can Run a Successful Business | Kyle Van Pelt
|
Sep 22, 2025 |
|
3 Reasons Clients Leave Advisors | Kevin Thompson
|
Sep 22, 2025 |
|
What Every Financial Advisor Needs to Know About Wealth.com
|
Sep 22, 2025 |
|
How Altruist is Winning the War for $25 Trillion
|
Sep 22, 2025 |
|
Private Markets Are Eating the World | Phil Huber
|
Sep 22, 2025 |
|
The $100M Startup Taking on Wall Street’s Advice Industry
|
Sep 22, 2025 |
|
How Financial Advisors Use Bitcoin for Client Portfolios | Ric Edelman
|
Sep 22, 2025 |
|
Why Ian Wenik is the Most Feared and Respected Reporter in Wealth
|
Sep 22, 2025 |
|
How Conquest Planning is Conquering the US Advisor Market
|
Sep 22, 2025 |
|
How Top Advisors Talk to Their Clients
|
Sep 22, 2025 |
|
The Value Proposition of a Financial Advisor With Nick Murray
|
Sep 19, 2025 |