Untamed Ethos

About Untamed Ethos

This is the Untamed Ethos Podcast. Join us as investment pros, executives, and other experts talk business, personal growth, investing, politics, and the trending topics well-rounded pro needs to know about. Authentic, unfiltered, and fun!

Publisher

MarketScale

Category

business

Language

en

Explicit

Yes

First episode

24 Apr 2023

Latest episode

6 Mar 2025

Latest episodes

2 of 31 episodes have a transcript.

1. 

   6 Mar 2025

   The Science of Email Success: Secrets to Higher Open and Conversion Rates

   Email marketing is often underestimated, yet it remains one of the most powerful tools for businesses to engage with their audience. Research shows that for every $1 spent on email marketing, an average return of $42 is expected. However, many professionals misunderstand what email can truly accomplish and fail to harness its full potential. So, how do you write emails that not only get opened but also drive meaningful action? This episode of Untamed Ethos dives deep into the art of email marketing with host Dr. Joshua I. Wilson and guest Donnie Bryant, a financial copywriter and marketing consultant. Together, they unpack the secrets of crafting emails that spark attention, evoke emotion, and guide readers toward taking action. The main topics of conversation… Understanding Email’s True Power: Email allows you to control what shows up, when it shows up, and how you guide prospects through a planned conversation—message by message, emotion by emotion. The Psychology Behind Open Rates: Effective subject lines and messaging appeal to emotions rather than logic, sparking curiosity, indignation, or excitement to compel readers to engage. Building a Relationship Before Selling: Establishing micro-commitments and top-of-mind awareness is essential. Frequent and strategically timed emails help nurture prospects and convert them into clients over time. Donnie Bryant is a financial copywriter and marketing consultant with over 17 years of experience in direct response copywriting. He specializes in crafting high-converting marketing messages through email marketing, video sales letters, long-form sales copy, and advertorials, helping financial firms grow revenue by 3X to 7X. Having worked with top firms like Zacks Investment Research, Agora Financial, and Birch Gold Group, he excels at creating persuasive content that attracts and converts ideal clients. He has authored several books, including Subject Line Science, a book that explores the art of crafting compelling email subject lines to boost engagement and conversions, and How to Write to Sell, which he co-authored with an aim to help business owners improve their messaging and increase sales without needing to be expert writers.

2. 

   13 Feb 2025

   The Must-Have Financial Advisor Tech for 2025

   The financial advisory industry is undergoing rapid technological change, with AI-driven tools, alternative investments, and social-driven platforms reshaping the landscape. With rapid advancements in fintech, advisors are under increasing pressure to integrate cutting-edge technology into their practice. But with so many options, which tools are truly game-changing, and which are overhyped? A critical resource for advisors navigating this transformation is The Ultimate AdvisorTech Stack for 2025, a comprehensive guide for financial advisors looking to leverage cutting-edge technology and streamline their operations. Written by Joe Moss, the COO of January Capital Advisors, the book is set to hit the shelves on February 20th. Welcome to Untamed Ethos. In the latest episode, we dive into key themes from Moss' book, unpacking the fintech innovations that will shape the industry in 2025. The host, Dr Joshua I. Wilson, engages Moss in a conversation on the must-have tech tools for financial advisors. From AI-driven efficiencies to alternative investments, check out the episode to find what’s trending and what’s fading away. The main topics of discussion are... What’s hot in advisor technology? AI-driven solutions, alternative investments, and the importance of a great user interface. What’s overhyped? The rise (and potential fall) of AI-powered note-taking tools and why some tech innovations may not be worth the investment. Key insights from The Ultimate AdvisorTech Stack for 2025 – A preview of the essential strategies and tools financial advisors need to implement in 2025. Joe Moss is a fintech strategist, specializing in AdvisorTech and community-driven solutions for financial advisors. As the author of The Ultimate AdvisorTech Stack for 2025, he has helped over 100 advisors refine their niche and scale effectively in the digital age. He also curates industry insights through his newsletter, Conneqtor Musings, and provides exclusive resources via the Stan Store. His Substack dives into emerging fintech trends, offering deep analysis on the latest innovations in the field. With a background in operations, financial advisory, and technology consulting, Joe has dedicated his career to leveraging fintech innovations that enhance efficiency, drive growth, and help financial firms scale effectively in an evolving digital landscape.

3. 

   23 Jan 2025

   The Emotional Side of Money: Transforming Client Conversations with Financial Therapy

   For years, financial advisors have focused on logic, strategy, and data to guide their clients. Yet, as the field of behavioral finance evolves, a key truth has emerged: managing money isn’t just about numbers—it’s deeply emotional. For most people, financial decisions are influenced by emotions — not logic. With this in mind, advisors are beginning to ask themselves: How can we better understand and support the emotional needs of our clients? That’s where financial therapy comes in. How can advisors navigate the complexities of their clients’ emotional and behavioral barriers to make meaningful progress in financial planning? This episode of Untamed Ethos dives deep into the transformative practice of financial therapy and its role in better client conversations. Hosted by Dr. Joshua Wilson, this episode features Joy Slabaugh, founder of The Financial Conflict Resolution Institute. With decades of experience spanning financial planning and counseling, Joy shares insights on blending technical expertise with emotional intelligence to foster deeper client connections and more effective financial outcomes. The two discuss... Multiplicity in Decision-Making: Understanding that clients often feel conflicted about money and how recognizing these layers of emotion can unlock better communication. The Advisor’s Emotional Toolkit: How self-awareness and curiosity can help advisors manage difficult conversations with clients and create emotionally safe spaces. Listening for What’s Not Said: Techniques for identifying unspoken concerns and addressing the hidden barriers to financial success. Joy Slabaugh, a financial therapist and retired CFP professional, brings over two decades of experience in financial planning and client relationship management. She has worked with 10- and 11-figure accounts, trained hundreds of advisors, and piloted one of the largest digital advice platforms globally. Today, she focuses on helping clients resolve money mindset issues and training advisors to deepen their client relationships for better outcomes.

Inside a recent episode

From Botany to Bridgewater: Behind the Numbers with Unlimited Funds’ Bob Elliott

Published 20 Jul 2023 · Transcript excerpt

[…] The consensus is already reflected in the price of assets. All, you know, the weighted average consensus of everyone's views reflects that's what, that's the price that exists today. And so to generate alpha, you have to have a different opinion. And so I think that's one of the key things that is important. Whenever you're thinking about how do you make money drierably over over time and markets, it's generating alpha, how do you generate alpha? I have a different perspective. And you can, you get a lot of benefit from coming at things from a different angle if you haven't been trained as directly or specifically in the same way most people, most other people have been trained. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

YouTube views

92,365

Score snapshot 15 Sept 2025

Apple Podcasts (US)

5.0 / 5

2 ratings

Spotify

5.0 / 5

3 ratings

Podcast Authority Score: 57 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

70

Social presence

0

YouTube

76

Engagement

32

Contact Untamed Ethos

Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.