Appreciating How Modern The Profession Of Financial Advisor Actually Is
FEB 12, 202455 MIN
Appreciating How Modern The Profession Of Financial Advisor Actually Is
FEB 12, 202455 MIN
Description
<p>There are financial advisors working today who are members of the first generation of people to ever call themselves financial advisors. <i>Think about that!</i></p>
<p>On this episode of the show, <a href="https://www.mattreiner.com/" target="_blank">Matt Reiner</a> returns to nerd out with <a href="https://www.linkedin.com/in/mikelangford2/" target="_blank">Mike Langford</a> about some of the exciting innovations that are creating new opportunities for modern financial advisors.</p>
<p><b>Resources Mentioned In This Episode:</b></p>
<ul><li><a href="https://www.mattreiner.com/the-circle/" target="_blank">The Circle</a> - Matt and his team have created a vibrant community to share actionable strategies, weekly, to enhance your life, elevate your business and enrich your client experience.</li><li><a href="https://www.halhershfield.com/yourfutureself" target="_blank">"Your Future Self"</a> by Hal Hershfield - Matt recommended this book in the context of understanding our decision making process.</li><li><a href="https://www.investopedia.com/terms/h/harrymarkowitz.asp" target="_blank">Harry Markowitz</a> - The father of modern portfolio theory passed away in 2023. <i>The guy who created the foundation for the models that financial advisors use for managing their clients' assets only recently passed away!</i></li><li><a href="https://www.ted.com/talks/matt_ridley_when_ideas_have_sex?utm_campaign=tedspread&utm_medium=referral&utm_source=tedcomshare" target="_blank">When Ideas Have Sex</a> - A TED Talk by Matt Ridley that inspired a fun conversation in this episode.</li></ul>