logo
episode-header-image
Feb 2021
1h 38m

Ep 216: The Financial Advisor As Curator...

MICHAEL KITCES
About this episode
tail spinning
Up next
Aug 11
Ep 502: Managing $240M As A 3-Person Team Through A Structured Meeting Approach with Wendy Ciehanski
Your client review meetings could become your firm's biggest competitive advantage. Today's guest shares how her advisory firm has refined a structured client review process over more than 25 years, creating a consistent meeting cadence that improves efficiency while strengthenin ... Show More
1h 29m
Aug 4
Ep 501: Navigating Succession Planning That Doesn't Turn Out As Expected (Even When You're Doing Everything Right) with Rick Kahler
You can take all the 'right' steps for succession planning… and it still might not go according to plan. After building an RIA managing approximately $300 million in assets for 130 client households, today's guest discovered that even the most carefully considered succession plan ... Show More
1h 29m
Jul 28
Ep 500: Amplifying Business Growth By Constantly Honing Your Time Towards Its Highest-And-Best Use with Michael Kitces
Building a highly successful advisory platform is less about running every department yourself and more about finding the right operational partners to turn big ideas into a structured reality. Today's milestone episode explores the personal frameworks, scaling pain points, and c ... Show More
1h 40m
Recommended Episodes
Oct 2015
#4 Jason Zweig: Elevate Your Financial IQ
WSJ columnist Jason Zweig and I tackle important topics like how to be a smarter investor, filtering out noise, why philosophy and history matters, and his new book, The Devil’s Financial Dictionary. Go Premium: Members get early access, ad-free episodes, hand-edited transcripts, ... Show More
1h 2m
Oct 2024
RWH050: The Intelligent Investor w/ Jason Zweig
In today’s episode, William Green chats with Jason Zweig about his updated & revised edition of Benjamin Graham’s The Intelligent Investor, which Warren Buffett describes as “by far the best book on investing ever written.” Jason, who also writes the Wall Street Journal’s Intelli ... Show More
1h 48m
Dec 2020
Dave Welling on What Financial Services Should Look Like
Bloomberg Opinion columnist Barry Ritholtz speaks with Dave Welling, CEO of Mercer Advisors, a Denver-based RIA that manages more than $21 billion. Welling's nontraditional career path involves experience in consulting, private equity and technology, which has given him a unique ... Show More
1h 16m
Oct 2024
The Intelligent Investor
On episode 163 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jason Zweig of the Wall Street Journal to discuss: the best investing book ever written, what Ben Graham would think about today's market, buffered ETFs, Jason's last conversation wi ... Show More
1h 24m
Sep 2024
Peering Inside the Finance Industry w/ Josh Brown #875
Our guest today has been called one of the greatest financial writers of all time. And it’s no wonder – Josh Brown started his original blog, The Reformed Broker back in 2008 as he now continues to write over at DowntownJoshBrown.com.  And his latest book “You Weren’t Supposed to ... Show More
54m 34s
Sep 2023
The Financial Mania Behind Crypto
Bloomberg News Financial Investigations Reporter Zeke Faux discusses his book Number Go Up: Inside Crypto's Wild Rise and Staggering Fall. Hosts: Tim Stenovec and Jess Menton. Producer: Paul Brennan.See omnystudio.com/listener for privacy information. 
16m 36s
Nov 2021
A New Media Business Model
Description: Jason Feifer, editor in chief of Entrepreneur magazine, discusses the complicated role of revenue in publishing, especially in the world of business media. He also gives a surprisingly frank look at how Entrepreneur Magazine leans into non traditional practices to ba ... Show More
39m 15s
Oct 2021
10-5-2021: Expert: How to Talk About Money
An author explains how to break the stigma and have real conversations about finances. Today's Stocks & Topics: PSFE - Paysafe Ltd., Supply Change Issues, Windows 11, October Crashes, VFORX - Vanguard Target Retirement 2040 Fund Investor, Target Date Funds, IEP - Icahn Enterprise ... Show More
47m 16s
Oct 2020
Joel Greenblatt on Relative Value Investing (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with Joel Greenblatt, who serves as managing principal and co-chief investment officer of Gotham Asset Management. Greenblatt is also an adjunct professor at Columbia Business School, where he teaches value and special situation i ... Show More
1h 5m
Mar 2021
William J. Bernstein on Crowd Behavior (Podcast)
Bloomberg Opinion columnist Barry Ritholtz speaks with the financial theorist and retired neurologist William J. Bernstein, who co-founded the investment management firm Efficient Frontier Advisors and has written several books on finance and economic history. His titles include ... Show More
1h 6m