Podcast Episodes

Podcast 1  Daniel Crosby (Episode 1)on Behavioral Finance, the Psychology of Bitcoin Mania, & The Laws of Wealth.  

Podcast 2 Dan Crosby (Episode 2) on why Advisors need to understand human behavior. 

Podcast 3: Morgan Housel, author, interviews former professional poker player Annie Duke, about the science and strategy of decision-making

Podcast 4: The mechanics of buying an Advisory Firm and how to determine the price

Podcast 5: The stock market is not the economy. How the stock market differs from and can perform differently than the economy while remaining highly dependent on the economy for its success

Podcast 6: The Past, Present, And Future Evolution Of The RIA Model from Tom Bradley of TD Ameritrade 

Podcast 7: Aaron Klein of Riskalyze on Why Human Financial Advisors are Better Than Robo-Advisors

Podcast 8: Mandell Crawley, who is Morgan Stanley’s head of private and international wealth management,  on the Wealth Management Industry

Podcast 9: Why XY Planning Network decided to sue the SEC over the fiduciary obligation (or lack thereof) that advisors owe to their clients

Podcast 10: Michael Port on Mastering Public Speaking as a Financial Advisor

Podcast 11: Salim Ramji, global head of iShares at Blackrock, on the future of ESG investing (ESG: Environmental, Social, and Governance)

Podcast 12 and 13: Listen to UD Alumni Evan Beach explain how focusing on what clients want and value (instead of what we think they value) has ignited the firm’s business development efforts, strengthened client relationships, and saved tons of time. This is a two episode podcast.

Podcast 14: Catherine Keating, the chief executive officer of BNY Mellon Wealth Management. Katherine has been named one of the most powerful women in finance and one of the most powerful women in banking.

Podcast 15: Hear from recruiter Caleb Brown as he walks through the types of job offers for financial planner roles for new college graduates.  Link to his recruiting site.

Envestnet OnCampus

You need to notify me at the BEGINNING of the semester if you wish to participate. Please send a email to richj@udel.edu

The Envestnet OnCampus program is provided at no charge by Envestnet, a leader in financial services technology. The program consists of a series of 7 webinars focusing on the industry of financial planning. 

The Envestnet OnCampus program offers the following to students:

  • Shows different career path opportunities within the industry
  • Provides access to industry leaders through webcasts, videos, LinkedIn groups, and personal mentoring
  • Keeps students up to date with industry advancements through additional materials including a complementary subscription to FundFire
  • Helps students build a personal network & find internships

You can learn more about the program HERE