Ep 434: Attracting HNW Clients By Focusing No...

What does it take for next-generation advisors to become confident in business development without feeling overly sales-focused? And how can they build stronger relationships, have more authentic conversations, and generate warmer leads over time? Kristin Harad is the founder of ...  Show more

Budgeting – less about rigid restrictions, more about changing mindsets on using income effectively. Today's guest shares a different approach to financial planning: one that focuses less on restricting spending and more on creating intentional systems that help clients save auto ...  Show more

Hansen Ringer, Managing Director at Sepio Capital sits down with David Weisburd to discuss the asset class that delivers equity-like returns without the market risk, what distressed credit reveals about market cycles and investor behavior, and what happens when stocks and bonds m ...  Show more

Introducing Jason Hendren

Jason Hendren is a CEO coach, speaker, and exit planning advisor who guides entrepreneurs in reaching large-scale objectives and planning for an eventual exit. Jason knows firsthand what it's like to grow a profitable business and ...

My guest this week is the Anthony Pompliano, better known as Pomp. Pomp is an investor, entrepreneur and one of the biggest media personalities in the world of crypto. In today's conversation, we talk about Pomp’s early career, his evolution as a capital allocator, and how he vie ...  Show more

Today's conversation is with Rishi Renjen, the Founder and Chief Investment Officer of ROAM Global Management. Before founding ROAM Global, he was a Managing Director and Sector Head at Maverick Capital, a Partner at TPG-Axon Capital, and a Senior Analyst at Glenview Capital. ...