Episodes
Sept. 25, 2025
Advisor Chat Live | Kevin Thompson
Downtown Josh Brown is joined by Founder of 9I Capital Group Kevin Thompson to discuss The TikTok financial advice epidemic, building an ecosystem your clients won't leave, attaining media features for advisor credibility and...
Sept. 25, 2025
Why This Juggernaut is Going All-In on Wealth Management | Michael Lane
On this episode of Talking Wealth, Michael Batnick sits down with Michael Lane, Head of Asset Management and an Executive Vice President at SEI, to dive into the evolving landscape of financial advice and advisor platforms. L...
Sept. 22, 2025
How the Wealthy Reduce Taxes and Diversify with 351 Exchange Funds | Wes Gray
Today we’re talking with Wes Gray, founder of Alpha Architect, about one of the most interesting new investment products to hit the market — the 351 Exchange Fund. If you’ve got a big, concentrated stock position and don’t wa...
Sept. 22, 2025
The #1 Mistake Advisors Make When They Cash Out | John Phoenix
Welcome to Talking Wealth, where we cover the biggest trends in the wealth management industry. Today we’re diving into one of the biggest decisions a financial advisor will ever face: Should you sell your business — and if s...
Sept. 22, 2025
How Do I Train Young Financial Advisors? | Kevin Thompson
Today on Talking Wealth, Join Josh Brown and special guest Kevin Thompson for a ride through the CFP subreddit as they answer questions no one asked them to. In this episode, Josh and Kevin discuss whether or not an advisor m...
Sept. 22, 2025
Here’s How Advisors Can Run a Successful Business | Kyle Van Pelt
Welcome to Talking Wealth, where we cover the biggest trends in the wealth management industry. RIAs have evolved from mom and pop store fronts to bonafide businesses. A big part of that evolution has been powered by more tec...
Sept. 22, 2025
3 Reasons Clients Leave Advisors | Kevin Thompson
On this episode of Talking Wealth, Josh Brown sits down with Kevin Thompson to break down the 3 biggest reasons clients leave their financial advisors. For more from The Unlock, sign up at: https://www.advisorunlock.com/ Part...
Sept. 22, 2025
What Every Financial Advisor Needs to Know About Wealth.com
On today’s episode of Talking Wealth, Michael Batnick will be speaking with Tim White and Danny Lohrfink, two of the four co-founders of wealth.com. Danny is the Chief Product Officer, and Tim is the Chief Growth Officer. We’...
Sept. 22, 2025
How Altruist is Winning the War for $25 Trillion
Welcome to Talking Wealth, where we cover the biggest trends in the wealth management industry. Custodians have traditionally been one of the most boring rungs of the RIA tech ladder. They watch over our clients assets, help ...
Sept. 22, 2025
Private Markets Are Eating the World | Phil Huber
Welcome to talking wealth with Michael Batnick. On today’s show we’re joined by my good friend Phil Huber. I wanted to talk about the tsunami of alts crashing on the shores of the wealth management industry, and I couldn’t th...
Sept. 22, 2025
The $100M Startup Taking on Wall Street’s Advice Industry
Today on Talking Wealth, Michael Batnick sits down with Ritik Malhotra, CEO and co-founder of Savvy Wealth — a fast-growing digital platform transforming how financial advisors launch, grow, and scale their practices. They'll...
Sept. 22, 2025
How Financial Advisors Use Bitcoin for Client Portfolios | Ric Edelman
On this episode of The Unlock, Downtown Josh Brown and Michael Batnick are joined by Ric Edelman to discuss: the right allocation to Bitcoin, the rise of Bitcoin ETFs, using blockchain technology for inventory management, ent...
Sept. 22, 2025
Why Ian Wenik is the Most Feared and Respected Reporter in Wealth
Today on Talking Wealth, we’re joined by Ian Wenik, Editor of Citywire RIA and one of the sharpest reporters covering the RIA space. Ian gives us a front-row seat to the M&A frenzy, private equity land grabs, and behind-the-s...
Sept. 22, 2025
How Conquest Planning is Conquering the US Advisor Market
Welcome to Talking Wealth, I am your host Josh Brown. Conquest Planning is the hottest software company in wealth tech this summer fresh from a capital raise of over $80 million in Series B funding led by Growth Equity at Gol...
Sept. 22, 2025
How Top Advisors Talk to Their Clients
In this episode of Talking Wealth, Ben Carlson sits down with Caleb Eplett, Chief Product Officer at YCharts, to talk about how the Ycharts platform is helping financial advisors deliver a better client experience. We explore...
Sept. 19, 2025
The Value Proposition of a Financial Advisor With Nick Murray
Welcome to the inaugural episode of The Unlock! Downtown Josh Brown and Michael Batnick are joined by Nick Murray to discuss the value proposition of a financial advisor, how Nick's book changed the field of financial advice,...