Ep 514: Optimizing A $160M AUM Solo Practice ...

While some advisors work at multiple firms throughout their careers, others work their way up within a single firm. Today's guest shares how she climbed the ladder from serving as an unpaid intern to CEO of the same, now-$3.4 billion, RIA. Neela Hummel is the CEO of Abacus Wealth ...  Show more

A discovery meeting can either feel like a sales conversation or the beginning of a relationship where a prospect feels genuinely understood. Today's guest believes the difference comes down to how advisors lead the conversation, listen to what prospects are actually saying, and ...  Show more

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

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

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