Freeing Advisors to Build the Practice of Their Dreams

Talking Wealth
Claim This Podcastby The Compound
Podcast Overview
Freeing Advisors to Build the Practice of Their Dreams
Language
🇺🇲
Publishing Since
9/19/2025
2 verified contact emails on file for Talking Wealth
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Recent Episodes

July 16, 2026
How to Become a Better Financial Advisor
Host Ben Carlson interviews Brian Portnoy, founder and CEO of Shaping Wealth, about enhancing financial advice through behavioral finance and understanding "funded contentment."

July 9, 2026
How to Advise the Wealthiest Families in America with Onur Erzan
Josh Brown interviews Onur Erzan, President of AllianceBernstein, about advising America's wealthiest families and the evolving landscape of multi-generational wealth management.

July 2, 2026
Jon Stein Built Betterment. Here's What He's Building Now
Michael Batnick interviews Jon Stein, founder of Betterment, about his new venture Warmer and the future of human financial advisors in an AI-driven world.
73 total episodes available with 45 transcripts
Recent guests on Talking Wealth
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Brian Portnoy
Guest
Onur Erzan
Guest
Jon Stein
Guest
David Lau
Guest
Jason Wenk
Guest
Aaron Dillon
Guest
Jeremy Schwartz
Guest
Brent Sullivan
Guest
Manish Khatta
Guest
Ehren Stanhope
Guest
Shirl Penney
Guest
Joseph Wang
Guest
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Frequently asked questions
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- What is Talking Wealth?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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