Episodes

How Financial Advisors Use Bitcoin for Client Portfolios | Ric Edelman
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...
Why Ian Wenik is the Most Feared and Respected Reporter in Wealth
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...
How Conquest Planning is Conquering the US Advisor Market
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...
How Top Advisors Talk to Their Clients
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...
The Value Proposition of a Financial Advisor With Nick Murray
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,...