HUM Curated Podcasts

243 Episodes

1. A Masterclass in Marketing with Patrick Brewer and Stephanie Bogan

   Published: 7/27/2021
2. Jason Zweig: Temperament Is Everything for Most Investors

   Published: 7/27/2021
3. Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 64

   Published: 7/27/2021
4. Balaji Srinivasan - Optimizing Your Inputs - [Invest Like the Best, EP. 233]

   Published: 7/27/2021
5. How Dependable Processes Aid Growth With Daniel Hannoush

   Published: 6/28/2021
6. The Behaviour Business Episode 13 - What Your Consumers Want and Cant Tell You with Melina Palmer

   Published: 6/28/2021
7. Howard Marks - Embracing the Psychology of Investing - [Invest Like the Best, EP. 231]

   Published: 6/28/2021
8. The Essential Skills of Behavioral Finance

   Published: 6/28/2021
9. How to Improve the Virtual Client Meeting Experience

   Published: 5/31/2021
10. Daniel Kahneman on Behavioral Economics (Podcast)

    Published: 5/31/2021
11. 23: The Best Question To Ask Prospects In A First Meeting

    Published: 5/31/2021
12. The Training That Service Advisors Need To Get To The Next Level: Kitces & Carl Ep 60

    Published: 5/31/2021
13. Ep 230: Showing Financial Planning Value As An AUM Advisor By Focusing The Conversation with Dan Moisand

    Published: 5/31/2021
14. 20: George Kinder | The Future of Financial Planning is Life Planning

    Published: 4/29/2021
15. Episode 21 – Focusing on The Problem, Not The Solution — with Guest Adam Cmejla, CFP®

    Published: 4/29/2021
16. Episode 294 – Is Selling Even Necessary Anymore?

    Published: 4/29/2021
17. Jesse Walden - A Primer on NFTs - [Invest Like the Best, EP. 218]

    Published: 4/29/2021
18. #105 Seth Godin: Failing On Our Way To Mastery

    Published: 3/25/2021
19. Nathan Astle - Building Trust and Support: The Power of Empathy in Advisory Practices

    Published: 3/25/2021
20. Implementing A Waiting List Or Just Referring Clients Out: Kitces & Carl Ep 55

    Published: 3/25/2021