HUM Curated Podcasts

243 Episodes

1. Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157

   Published: 5/1/2025
2. Value Beyond The Meeting [Episode 305]

   Published: 5/1/2025
3. Nobody Knows (Yet Again)

   Published: 5/1/2025
4. 69 - The Couples Conundrum

   Published: 5/1/2025
5. 344. Humans and AI

   Published: 5/1/2025
6. Boyd Varty - Becoming A Meaning Maker - [Invest Like the Best, EP.395]

   Published: 11/1/2024
7. Ruminating on Asset Allocation

   Published: 11/1/2024
8. 230: The Client New Year's Letter You Need to Write Now!

   Published: 11/1/2024
9. 56 - Full Fit Financial Planning

   Published: 11/1/2024
10. The Four Conversations: A New Model for Selling Expertise

    Published: 11/1/2024
11. Episode 324 - Dr. Bryan Taylor: Lessons from Market History (1600-2024)

    Published: 10/1/2024
12. Unlocking an Advisor’s Unique Ability with Guest Andree Mohr [Episode 276]

    Published: 10/1/2024
13. #365 Nick Sleep's Letters: The Full Collection of the Nomad Investment Partnership Letters to Partners

    Published: 10/1/2024
14. 54 - Breaking Bad (News)

    Published: 10/1/2024
15. 083: Thomas Kopelman - Using Twitter (X.com) to Drive 97% of New Business as a Financial Advisor

    Published: 10/1/2024
16. Dr. Shaywanna Harris-Pierre on Family Dynamics, Interior Finance, and Identifying Your Clients' Money Flashpoints

    Published: 9/2/2024
17. Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145

    Published: 9/2/2024
18. Crafting Unforgettable Client Experiences with Guest Dan Murphy [Episode 272]

    Published: 9/2/2024
19. 52 - KPIs: Key People of Influence

    Published: 9/2/2024
20. 078: Will Guidara - Unreasonable Hospitality & Lessons from the World’s #1 Restaurant

    Published: 9/2/2024