Podcast: <a href="https://www.listennotes.com/podcasts/invest-like-the-best-with-patrick-GM5ZY4o_vCc/">Invest Like the Best with Patrick O'Shaughnessy</a> (LS 67 &middot; TOP 0.05% <a href="https://www.listennotes.com/listen-score/">what is this?</a>) Episode: <a href="https://www.listennotes.com/e/783b28ed52ad4bd797dbe5df61e7cc71/">Boyd Varty - Becoming A Meaning Maker - [Invest Like the Best, EP.394]</a> Pub date: 2024-10-29 <a href="https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/783b28ed52ad4bd797dbe5df61e7cc71/&notes=Boyd Varty - Becoming A Meaning Maker - [Invest Like the Best, EP.394]">Get Podcast Transcript &#8594;</a> powered by <a href="https://www.listen411.com/">Listen411</a> - fast audio-to-text and summarization <img src="https://cdn-images-3.listennotes.com/podcasts/invest-like-the-best-with-patrick-gqF0_2LWpCw-GM5ZY4o_vCc.300x300.jpg" width="150" height="150"></img> My guest today is <a href="https://boydvarty.com/">Boyd Varty</a>. Boyd is a lion tracker, life coach, and storyteller who grew up in the South African wilderness, living amongst and tracking wild leopards. This is his fourth time on Invest Like the Best but the first in six years. Boyd is a perfect follow-up to my episode with <a href="https://joincolossus.com/episode/transforming-company-narrative/">Lulu Meservey</a> unpacking the intricacies of storytelling and why it's such an essential for founders. Boyd walks us through different mechanisms of cultivating storytelling and becoming a meaning-maker. He encourages everyone to become somebody who stories happen around and be a character who finds characters. We discuss his concept of “story hunting,” leveraging stories in business, and continuously finding new meaning in life. Please enjoy my discussion with Boyd Varty. For the full show notes, transcript, and links to mentioned content, check out the episode page<a href="https://joincolossus.com/episode/becoming-a-meaning-maker/"> here.</a>-----This episode is brought to you by<a href="https://ramp.com/250-signup-bonus?utm_source=podcast&amp;utm_medium=paid-podcast&amp;utm_campaign=podcast-colossus-250&amp;utm_content=invest"> Ramp</a>. Ramp’s mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Ramp is the fastest growing FinTech company in history and it’s backed by more of my favorite past guests (at least 16 of them!) than probably any other company I’m aware of. It’s also notable that many best-in-class businesses use Ramp—companies like Airbnb, Anduril, and Shopify, as well as investors like Sequoia Capital and Vista Equity. They use Ramp to manage their spending, automate tedious financial processes, and reinvest saved dollars and hours into growth. At Colossus and Positive Sum, we use Ramp for exactly the same reason. Go to<a href="https://ramp.com/250-signup-bonus?utm_source=podcast&amp;utm_medium=paid-podcast&amp;utm_campaign=podcast-colossus-250&amp;utm_content=invest"> Ramp.com/invest</a> to sign up for free and get a $250 welcome bonus.—This episode is brought to you by<a href="https://www.alpha-sense.com/invest/"> Alphasense</a>. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. AlphaSense provides access to over 300 million premium documents, including company filings, earnings reports, press releases, and more from public and private companies. Invest Like the Best listeners can get a free trial now at<a href="https://www.alpha-sense.com/invest/"> Alpha-Sense.com/Invest</a> and experience firsthand how AlphaSense and Tegas help you make smarter decisions faster.-----Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit<a href="https://www.joincolossus.com/episodes"> joincolossus.com/episodes</a>. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up<a href="https://www.joincolossus.com/newsletter"> here</a>.Follow us on Twitter:<a href="https://twitter.com/patrick_oshag"> @patrick_oshag</a> |<a href="https://twitter.com/JoinColossus"> @JoinColossus</a>Editing and post-production work for this episode was provided by The Podcast Consultant (<a href="https://thepodcastconsultant.com/">https://thepodcastconsultant.com</a>).Show Notes:(00:00:00) Welcome to Invest Like the Best(00:05:27) The Power of Storytelling(00:06:08) Lessons from Safari Stories(00:08:37) Finding Meaning and Purpose(00:09:18) Becoming a Story Hunter(00:13:27) The Role of Fear in Storytelling(00:15:31) Crafting and Sharing Your Narrative(00:17:04) Building a Strong Culture Through Stories(00:23:42) The Importance of Storytelling in Business(00:32:41) Meeting Chris Bacchus(00:34:14) Living Authentically: Following Your Internal Pulls(00:35:34) The Tension of Reinvention: Beyond Your Greatest Hits(00:36:46) The Art of Self Reinvention(00:39:49) Crafting a Great Story: Key Components(00:41:45) Solitude and Self-Knowledge: The Path to Originality(00:45:00) The Role of High Stakes in Finding Meaning(00:47:49) The Endurance Hunt: A Journey with the Kalahari Bushmen(00:52:56) Simplicity and Abundance: Lessons from the Bushmen(00:54:37) Becoming a Character: Traits of Remarkable People(00:59:35) Life's Work: Expressing Yourself in Service of Others The podcast and artwork embedded on this page are from Colossus | Investing & Business Podcasts, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

<description> &lt;strong&gt;Podcast&lt;/strong&gt;: &lt;a href="https://www.listennotes.com/podcasts/invest-like-the-best-with-patrick-GM5ZY4o_vCc/"&gt;Invest Like the Best with Patrick O'Shaughnessy&lt;/a&gt; (LS 67 &amp;middot; TOP 0.05% &lt;a href="https://www.listennotes.com/listen-score/"&gt;&lt;small&gt;what is this?&lt;/small&gt;&lt;/a&gt;)&lt;br&gt;&lt;strong&gt;Episode&lt;/strong&gt;: &lt;a href="https://www.listennotes.com/e/783b28ed52ad4bd797dbe5df61e7cc71/"&gt;Boyd Varty - Becoming A Meaning Maker - [Invest Like the Best, EP.394]&lt;/a&gt;&lt;br&gt;&lt;strong&gt;Pub date&lt;/strong&gt;: 2024-10-29&lt;br&gt;&lt;br&gt;&lt;a href="https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/783b28ed52ad4bd797dbe5df61e7cc71/&amp;notes=Boyd Varty - Becoming A Meaning Maker - [Invest Like the Best, EP.394]"&gt;Get Podcast Transcript &amp;#8594;&lt;/a&gt;&lt;br&gt;&lt;em&gt;powered by &lt;a href="https://www.listen411.com/"&gt;Listen411&lt;/a&gt; - fast audio-to-text and summarization&lt;/em&gt;&lt;br&gt;&lt;br&gt;&lt;img src="https://cdn-images-3.listennotes.com/podcasts/invest-like-the-best-with-patrick-gqF0_2LWpCw-GM5ZY4o_vCc.300x300.jpg" width="150" height="150"&gt;&lt;/img&gt;&lt;br&gt;&lt;br&gt;&lt;p&gt;My guest today is &lt;a href="https://boydvarty.com/"&gt;Boyd Varty&lt;/a&gt;. Boyd is a lion tracker, life coach, and storyteller who grew up in the South African wilderness, living amongst and tracking wild leopards. This is his fourth time on Invest Like the Best but the first in six years. Boyd is a perfect follow-up to my episode with &lt;a href="https://joincolossus.com/episode/transforming-company-narrative/"&gt;Lulu Meservey&lt;/a&gt; unpacking the intricacies of storytelling and why it's such an essential for founders. Boyd walks us through different mechanisms of cultivating storytelling and becoming a meaning-maker. He encourages everyone to become somebody who stories happen around and be a character who finds characters. We discuss his concept of “story hunting,” leveraging stories in business, and continuously finding new meaning in life. Please enjoy my discussion with Boyd Varty.&lt;/p&gt;&lt;p&gt;&lt;br /&gt;&lt;/p&gt;&lt;p&gt;For the full show notes, transcript, and links to mentioned content, check out the episode page&lt;a href="https://joincolossus.com/episode/becoming-a-meaning-maker/"&gt; here.&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;-----&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;This episode is brought to you by&lt;/strong&gt;&lt;a href="https://ramp.com/250-signup-bonus?utm_source=podcast&amp;amp;utm_medium=paid-podcast&amp;amp;utm_campaign=podcast-colossus-250&amp;amp;utm_content=invest"&gt;&lt;strong&gt; Ramp&lt;/strong&gt;&lt;/a&gt;&lt;strong&gt;. Ramp’s mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Ramp is the fastest growing FinTech company in history and it’s backed by more of my favorite past guests (at least 16 of them!) than probably any other company I’m aware of. It’s also notable that many best-in-class businesses use Ramp—companies like Airbnb, Anduril, and Shopify, as well as investors like Sequoia Capital and Vista Equity. They use Ramp to manage their spending, automate tedious financial processes, and reinvest saved dollars and hours into growth. At Colossus and Positive Sum, we use Ramp for exactly the same reason. Go to&lt;/strong&gt;&lt;a href="https://ramp.com/250-signup-bonus?utm_source=podcast&amp;amp;utm_medium=paid-podcast&amp;amp;utm_campaign=podcast-colossus-250&amp;amp;utm_content=invest"&gt;&lt;strong&gt; Ramp.com/invest&lt;/strong&gt;&lt;/a&gt;&lt;strong&gt; to sign up for free and get a $250 welcome bonus.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;—&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;This episode is brought to you by&lt;/strong&gt;&lt;a href="https://www.alpha-sense.com/invest/"&gt;&lt;strong&gt; Alphasense&lt;/strong&gt;&lt;/a&gt;&lt;strong&gt;. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Imagine completing your research five to ten times faster with search that delivers the most relevant results, helping you make high-conviction decisions with confidence. AlphaSense provides access to over 300 million premium documents, including company filings, earnings reports, press releases, and more from public and private companies. Invest Like the Best listeners can get a free trial now at&lt;/strong&gt;&lt;a href="https://www.alpha-sense.com/invest/"&gt;&lt;strong&gt; Alpha-Sense.com/Invest&lt;/strong&gt;&lt;/a&gt;&lt;strong&gt; and experience firsthand how AlphaSense and Tegas help you make smarter decisions faster.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;-----&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit&lt;/strong&gt;&lt;a href="https://www.joincolossus.com/episodes"&gt;&lt;strong&gt; joincolossus.com/episodes&lt;/strong&gt;&lt;/a&gt;&lt;strong&gt;. &lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up&lt;/strong&gt;&lt;a href="https://www.joincolossus.com/newsletter"&gt;&lt;strong&gt; here&lt;/strong&gt;&lt;/a&gt;&lt;strong&gt;.&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Follow us on Twitter:&lt;/strong&gt;&lt;a href="https://twitter.com/patrick_oshag"&gt;&lt;strong&gt; @patrick_oshag&lt;/strong&gt;&lt;/a&gt;&lt;strong&gt; |&lt;/strong&gt;&lt;a href="https://twitter.com/JoinColossus"&gt;&lt;strong&gt; @JoinColossus&lt;/strong&gt;&lt;/a&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Editing and post-production work for this episode was provided by The Podcast Consultant (&lt;/strong&gt;&lt;a href="https://thepodcastconsultant.com/"&gt;&lt;strong&gt;https://thepodcastconsultant.com&lt;/strong&gt;&lt;/a&gt;&lt;strong&gt;).&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;&lt;strong&gt;Show Notes:&lt;/strong&gt;&lt;/p&gt;&lt;p&gt;(00:00:00) Welcome to Invest Like the Best&lt;/p&gt;&lt;p&gt;(00:05:27) The Power of Storytelling&lt;/p&gt;&lt;p&gt;(00:06:08) Lessons from Safari Stories&lt;/p&gt;&lt;p&gt;(00:08:37) Finding Meaning and Purpose&lt;/p&gt;&lt;p&gt;(00:09:18) Becoming a Story Hunter&lt;/p&gt;&lt;p&gt;(00:13:27) The Role of Fear in Storytelling&lt;/p&gt;&lt;p&gt;(00:15:31) Crafting and Sharing Your Narrative&lt;/p&gt;&lt;p&gt;(00:17:04) Building a Strong Culture Through Stories&lt;/p&gt;&lt;p&gt;(00:23:42) The Importance of Storytelling in Business&lt;/p&gt;&lt;p&gt;(00:32:41) Meeting Chris Bacchus&lt;/p&gt;&lt;p&gt;(00:34:14) Living Authentically: Following Your Internal Pulls&lt;/p&gt;&lt;p&gt;(00:35:34) The Tension of Reinvention: Beyond Your Greatest Hits&lt;/p&gt;&lt;p&gt;(00:36:46) The Art of Self Reinvention&lt;/p&gt;&lt;p&gt;(00:39:49) Crafting a Great Story: Key Components&lt;/p&gt;&lt;p&gt;(00:41:45) Solitude and Self-Knowledge: The Path to Originality&lt;/p&gt;&lt;p&gt;(00:45:00) The Role of High Stakes in Finding Meaning&lt;/p&gt;&lt;p&gt;(00:47:49) The Endurance Hunt: A Journey with the Kalahari Bushmen&lt;/p&gt;&lt;p&gt;(00:52:56) Simplicity and Abundance: Lessons from the Bushmen&lt;/p&gt;&lt;p&gt;(00:54:37) Becoming a Character: Traits of Remarkable People&lt;/p&gt;&lt;p&gt;(00:59:35) Life's Work: Expressing Yourself in Service of Others&lt;/p&gt;&lt;br&gt;&lt;br&gt;&lt;small&gt;The podcast and artwork embedded on this page are from Colossus | Investing &amp; Business Podcasts, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.&lt;/small&gt;&lt;br&gt; </description>

Invest Like the Best with Patrick O'Shaughnessy


                
Podcast: Invest Like the Best with Patrick O'Shaughnessy
Episode: Boyd Varty - Becoming A Meaning Maker - [Invest Like the Best, EP.394]
Pub date: 2024-10-29

Details: https://www.listennotes.com/e/783b28ed52ad4bd797dbe5df61e7cc71/

The podcast and artwork embedded on this page are from Colossus | Investing & Business Podcasts, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

                
            

Boyd Varty - Becoming A Meaning Maker - [Invest Like the Best, EP.394]

Podcast: <a href="https://www.listennotes.com/podcasts/the-memo-by-howard-marks-oaktree-capital-ecfR60QrBMK/">The Memo by Howard Marks</a> (LS 52 &middot; TOP 0.5% <a href="https://www.listennotes.com/listen-score/">what is this?</a>) Episode: <a href="https://www.listennotes.com/e/224948b9eb144082a73c8390406f86ef/">Ruminating on Asset Allocation</a> Pub date: 2024-10-22 <a href="https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/224948b9eb144082a73c8390406f86ef/&notes=Ruminating on Asset Allocation">Get Podcast Transcript &#8594;</a> powered by <a href="https://www.listen411.com/">Listen411</a> - fast audio-to-text and summarization <img src="https://cdn-images-3.listennotes.com/podcasts/the-memo-by-howard-marks-UoZDlJj7eC6-ecfR60QrBMK.300x300.jpg" width="150" height="150"></img> In his latest memo, Howard Marks outlines the need to base asset allocation decisions around an established risk target.&nbsp;He describes the fundamental differences between ownership and debt, as well as the importance of finding the combination of the two that gets an investor’s portfolio to the desired position on the risk/return continuum.&nbsp;Finally, he expands on the increased utility of debt investments in today’s portfolios.You can read the memo <a href="https://www.oaktreecapital.com/docs/default-source/default-document-library/ruminating-on-asset-allocation.pdf?sfvrsn=67775566_2" rel="noopener noreferrer" target="_blank">here</a> (https://www.oaktreecapital.com/docs/default-source/default-document-library/ruminating-on-asset-allocation.pdf?sfvrsn=67775566_2). The podcast and artwork embedded on this page are from Oaktree Capital Management, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

<description> &lt;strong&gt;Podcast&lt;/strong&gt;: &lt;a href="https://www.listennotes.com/podcasts/the-memo-by-howard-marks-oaktree-capital-ecfR60QrBMK/"&gt;The Memo by Howard Marks&lt;/a&gt; (LS 52 &amp;middot; TOP 0.5% &lt;a href="https://www.listennotes.com/listen-score/"&gt;&lt;small&gt;what is this?&lt;/small&gt;&lt;/a&gt;)&lt;br&gt;&lt;strong&gt;Episode&lt;/strong&gt;: &lt;a href="https://www.listennotes.com/e/224948b9eb144082a73c8390406f86ef/"&gt;Ruminating on Asset Allocation&lt;/a&gt;&lt;br&gt;&lt;strong&gt;Pub date&lt;/strong&gt;: 2024-10-22&lt;br&gt;&lt;br&gt;&lt;a href="https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/224948b9eb144082a73c8390406f86ef/&amp;notes=Ruminating on Asset Allocation"&gt;Get Podcast Transcript &amp;#8594;&lt;/a&gt;&lt;br&gt;&lt;em&gt;powered by &lt;a href="https://www.listen411.com/"&gt;Listen411&lt;/a&gt; - fast audio-to-text and summarization&lt;/em&gt;&lt;br&gt;&lt;br&gt;&lt;img src="https://cdn-images-3.listennotes.com/podcasts/the-memo-by-howard-marks-UoZDlJj7eC6-ecfR60QrBMK.300x300.jpg" width="150" height="150"&gt;&lt;/img&gt;&lt;br&gt;&lt;br&gt;&lt;p&gt;In his latest memo, Howard Marks outlines the need to base asset allocation decisions around an established risk target.&amp;nbsp;He describes the fundamental differences between ownership and debt, as well as the importance of finding the combination of the two that gets an investor’s portfolio to the desired position on the risk/return continuum.&amp;nbsp;Finally, he expands on the increased utility of debt investments in today’s portfolios.&lt;/p&gt;&lt;p&gt;You can read the memo &lt;a href="https://www.oaktreecapital.com/docs/default-source/default-document-library/ruminating-on-asset-allocation.pdf?sfvrsn=67775566_2" rel="noopener noreferrer" target="_blank"&gt;here&lt;/a&gt; (https://www.oaktreecapital.com/docs/default-source/default-document-library/ruminating-on-asset-allocation.pdf?sfvrsn=67775566_2).&lt;/p&gt;&lt;br&gt;&lt;br&gt;&lt;small&gt;The podcast and artwork embedded on this page are from Oaktree Capital Management, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.&lt;/small&gt;&lt;br&gt; </description>

The Memo by Howard Marks


                
Podcast: The Memo by Howard Marks
Episode: Ruminating on Asset Allocation
Pub date: 2024-10-22

Details: https://www.listennotes.com/e/224948b9eb144082a73c8390406f86ef/

The podcast and artwork embedded on this page are from Oaktree Capital Management, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

                
            

Ruminating on Asset Allocation

Podcast: <a href="https://www.listennotes.com/podcasts/the-efficient-advisor-tactical-business-PXnF0ANLqy1/">The Efficient Advisor: Tactical Business Advice for Financial Planners </a> (LS 41 &middot; TOP 1.5% <a href="https://www.listennotes.com/listen-score/">what is this?</a>) Episode: <a href="https://www.listennotes.com/e/d6b61a2a3eac4ba3b39f46979e72cd12/">230: The Client New Year's Letter You Need to Write Now!</a> Pub date: 2024-10-29 <a href="https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/d6b61a2a3eac4ba3b39f46979e72cd12/&notes=230: The Client New Year's Letter You Need to Write Now!">Get Podcast Transcript &#8594;</a> powered by <a href="https://www.listen411.com/">Listen411</a> - fast audio-to-text and summarization <img src="https://cdn-images-3.listennotes.com/podcasts/the-efficient-advisor-tactical-business-tr9dMVH1yzj-PXnF0ANLqy1.300x300.jpg" width="150" height="150"></img> Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year’s letter.Really, Libby? A letter is going to make a difference? ABSOLUTELY, but the catch is you have to include the right things. It’s easy for clients to lose sight of all the work you do behind the scenes, but a well-crafted New Year’s letter can change that. In this episode, I’ll guide you through exactly what to include in a letter that not only recaps the services and support you provided over the past year, but also shows clients the value you bring to their lives.Plus, we’ll cover how to preview upcoming changes and improvements in a way that builds excitement and trust. We want your clients to ooze with appreciation over 2025 and excitement for working with you in 2025! In this episode we’ll cover:  <ol><li>How to use an Impact Score to rate your Client Service Model. </li><li>How to use this letter to reinforce the Behind-the-Scenes work that you do, reminding them of the value you bring</li><li>Set expectations and build excitement for 2025 and the changes that come along with a new year in your business</li><li>And, SO MUCH MORE! </li></ol>Ready to take your client communications to the next level? I’ll share tips and resources to help you craft a New Year’s letter that’s personalized, impactful, and memorable.  Join the Group Coaching Waitlist <a href="https://www.theefficientadvisor.com/systemstoscalewaitlist">Here</a> Download the Family Tree Template <a href="https://www.theefficientadvisor.com/offers/fYeH7Ngd/checkout">Here</a> Enroll in The Perfect RIA Masterclass <a href="https://go.theperfectria.com/one-page-financial-plan-masterclass-a?utm_campaign=libby_greiwe&amp;utm_medium=affiliate&amp;utm_source=link">Here</a> Connect with Libby on LinkedIn <a href="https://www.linkedin.com/in/libby-greiwe/">Here!</a> Successful businesses don’t get built alone. You need community! You need collaboration! Join us in <a href="https://m.facebook.com/groups/2075653772705167/?tsid=0.9612579882238725&amp;source=result">The Efficient Advisor Community</a> on Facebook. Check out more FREE resources and our FREE video library at <a href="http://www.theefficientadvisor.com/">http://www.theefficientadvisor.com</a> Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! The podcast and artwork embedded on this page are from Libby Greiwe, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

<description> &lt;strong&gt;Podcast&lt;/strong&gt;: &lt;a href="https://www.listennotes.com/podcasts/the-efficient-advisor-tactical-business-PXnF0ANLqy1/"&gt;The Efficient Advisor: Tactical Business Advice for Financial Planners &lt;/a&gt; (LS 41 &amp;middot; TOP 1.5% &lt;a href="https://www.listennotes.com/listen-score/"&gt;&lt;small&gt;what is this?&lt;/small&gt;&lt;/a&gt;)&lt;br&gt;&lt;strong&gt;Episode&lt;/strong&gt;: &lt;a href="https://www.listennotes.com/e/d6b61a2a3eac4ba3b39f46979e72cd12/"&gt;230: The Client New Year's Letter You Need to Write Now!&lt;/a&gt;&lt;br&gt;&lt;strong&gt;Pub date&lt;/strong&gt;: 2024-10-29&lt;br&gt;&lt;br&gt;&lt;a href="https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/d6b61a2a3eac4ba3b39f46979e72cd12/&amp;notes=230: The Client New Year's Letter You Need to Write Now!"&gt;Get Podcast Transcript &amp;#8594;&lt;/a&gt;&lt;br&gt;&lt;em&gt;powered by &lt;a href="https://www.listen411.com/"&gt;Listen411&lt;/a&gt; - fast audio-to-text and summarization&lt;/em&gt;&lt;br&gt;&lt;br&gt;&lt;img src="https://cdn-images-3.listennotes.com/podcasts/the-efficient-advisor-tactical-business-tr9dMVH1yzj-PXnF0ANLqy1.300x300.jpg" width="150" height="150"&gt;&lt;/img&gt;&lt;br&gt;&lt;br&gt;&lt;p&gt;Today, we’re diving into an easy, powerful, but often overlooked way to elevate your client relationships and set the tone for a successful new year—the New Year’s letter.&lt;/p&gt;&lt;p&gt;Really, Libby? A letter is going to make a difference? &lt;/p&gt;&lt;p&gt;ABSOLUTELY, but the catch is you have to include the right things. &lt;/p&gt;&lt;p&gt;It’s easy for clients to lose sight of all the work you do behind the scenes, but a well-crafted New Year’s letter can change that. In this episode, I’ll guide you through exactly what to include in a letter that not only recaps the services and support you provided over the past year, but also shows clients the value you bring to their lives.&lt;/p&gt;&lt;p&gt;Plus, we’ll cover how to preview upcoming changes and improvements in a way that builds excitement and trust. We want your clients to ooze with appreciation over 2025 and excitement for working with you in 2025!&lt;br /&gt;&lt;br /&gt;&lt;/p&gt;&lt;p&gt;&lt;b&gt;In this episode we’ll cover: &lt;br /&gt;&lt;/b&gt;&lt;br /&gt;&lt;/p&gt;&lt;ol&gt;&lt;li&gt;How to use an Impact Score to rate your Client Service Model. &lt;/li&gt;&lt;li&gt;How to use this letter to reinforce the Behind-the-Scenes work that you do, reminding them of the value you bring&lt;/li&gt;&lt;li&gt;Set expectations and build excitement for 2025 and the changes that come along with a new year in your business&lt;/li&gt;&lt;li&gt;And, SO MUCH MORE!&lt;br /&gt;&lt;br /&gt;&lt;/li&gt;&lt;/ol&gt;&lt;p&gt;Ready to take your client communications to the next level? I’ll share tips and resources to help you craft a New Year’s letter that’s personalized, impactful, and memorable. &lt;/p&gt;&lt;p&gt;&lt;br /&gt;&lt;/p&gt;&lt;p&gt;Join the Group Coaching Waitlist &lt;a href="https://www.theefficientadvisor.com/systemstoscalewaitlist"&gt;Here&lt;/a&gt;&lt;br /&gt;&lt;br /&gt;Download the Family Tree Template &lt;a href="https://www.theefficientadvisor.com/offers/fYeH7Ngd/checkout"&gt;Here&lt;/a&gt;&lt;br /&gt;&lt;br /&gt;Enroll in The Perfect RIA Masterclass &lt;a href="https://go.theperfectria.com/one-page-financial-plan-masterclass-a?utm_campaign=libby_greiwe&amp;amp;utm_medium=affiliate&amp;amp;utm_source=link"&gt;Here&lt;/a&gt;&lt;br /&gt;&lt;br /&gt;Connect with Libby on LinkedIn &lt;a href="https://www.linkedin.com/in/libby-greiwe/"&gt;Here!&lt;/a&gt;&lt;br /&gt;&lt;br /&gt;Successful businesses don’t get built alone. You need community! You need collaboration! Join us in &lt;a href="https://m.facebook.com/groups/2075653772705167/?tsid=0.9612579882238725&amp;amp;source=result"&gt;The Efficient Advisor Community&lt;/a&gt; on Facebook.&lt;br /&gt;&lt;br /&gt;Check out more FREE resources and our FREE video library at &lt;a href="http://www.theefficientadvisor.com/"&gt;http://www.theefficientadvisor.com&lt;/a&gt;&lt;br /&gt;&lt;br /&gt;Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!&lt;/p&gt;&lt;br&gt;&lt;br&gt;&lt;small&gt;The podcast and artwork embedded on this page are from Libby Greiwe, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.&lt;/small&gt;&lt;br&gt; </description>

The Efficient Advisor: Tactical Business Advice for Financial Planners 


                
Podcast: The Efficient Advisor: Tactical Business Advice for Financial Planners 
Episode: 230: The Client New Year's Letter You Need to Write Now!
Pub date: 2024-10-29

Details: https://www.listennotes.com/e/d6b61a2a3eac4ba3b39f46979e72cd12/

The podcast and artwork embedded on this page are from Libby Greiwe, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

                
            

230: The Client New Year's Letter You Need to Write Now!

Podcast: <a href="https://www.listennotes.com/podcasts/trap-the-real-adviser-podcast-alan-smith-fkAu_NKqxwG/">TRAP: The Real Adviser Podcast</a> (LS 45 &middot; TOP 1% <a href="https://www.listennotes.com/listen-score/">what is this?</a>) Episode: <a href="https://www.listennotes.com/e/336147f140de4004a699d1199d419cf0/">56 - Full Fit Financial Planning</a> Pub date: 2024-10-24 <a href="https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/336147f140de4004a699d1199d419cf0/&notes=56 - Full Fit Financial Planning">Get Podcast Transcript &#8594;</a> powered by <a href="https://www.listen411.com/">Listen411</a> - fast audio-to-text and summarization <img src="https://cdn-images-3.listennotes.com/podcasts/trap-the-real-adviser-podcast-alan-smith-tcNF0RivwMr-fkAu_NKqxwG.300x300.jpg" width="150" height="150"></img> <a href="https://www.buzzsprout.com/twilio/text_messages/2056762/open_sms" target="_blank">Click HERE to send the TRAP Pack a message</a>In this latest pile of TRAP, the Trap Pack discuss<ul><li>Topical Titbits including Irish pension funding changes, FT article on how risk has been so misunderstood, art scams, adviser fee levels, FCA reviews of ongoing services and consolidators</li><li>Meat and Potatoes: Full Fit Financial Planning</li><li>Culture Corner</li></ul>Show links: <a href="http://tiny.cc/traplinks">http://tiny.cc/traplinks</a>============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to <a href="https://forms.gle/ikZAdHrSb5mDWXeRA">ask them here</a>. Help us to help you! The more followers we have, the more we can do stuff going forward. So please: <ul> <li>Subscribe and Like <a href="https://www.youtube.com/channel/UCTLbzZTcf98kBNVW1x30VzQ">our YouTube Channel</a> </li> <li>Leave a 6/5 star review on <a href="https://podcasts.apple.com/us/podcast/trap-the-real-adviser-podcast/id1648027651">iTunes</a> </li> <li> <a href="https://adviserpodcast.buzzsprout.com/share">Share TRAP</a> with your peers and colleagues</li> <li>&apos;Enjoy&apos; the Twitter chat at <a href="http://www.twitter.com/AdviserPodcast">@AdviserPodcast</a>.</li> </ul> The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

<description> &lt;strong&gt;Podcast&lt;/strong&gt;: &lt;a href="https://www.listennotes.com/podcasts/trap-the-real-adviser-podcast-alan-smith-fkAu_NKqxwG/"&gt;TRAP: The Real Adviser Podcast&lt;/a&gt; (LS 45 &amp;middot; TOP 1% &lt;a href="https://www.listennotes.com/listen-score/"&gt;&lt;small&gt;what is this?&lt;/small&gt;&lt;/a&gt;)&lt;br&gt;&lt;strong&gt;Episode&lt;/strong&gt;: &lt;a href="https://www.listennotes.com/e/336147f140de4004a699d1199d419cf0/"&gt;56 - Full Fit Financial Planning&lt;/a&gt;&lt;br&gt;&lt;strong&gt;Pub date&lt;/strong&gt;: 2024-10-24&lt;br&gt;&lt;br&gt;&lt;a href="https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/336147f140de4004a699d1199d419cf0/&amp;notes=56 - Full Fit Financial Planning"&gt;Get Podcast Transcript &amp;#8594;&lt;/a&gt;&lt;br&gt;&lt;em&gt;powered by &lt;a href="https://www.listen411.com/"&gt;Listen411&lt;/a&gt; - fast audio-to-text and summarization&lt;/em&gt;&lt;br&gt;&lt;br&gt;&lt;img src="https://cdn-images-3.listennotes.com/podcasts/trap-the-real-adviser-podcast-alan-smith-tcNF0RivwMr-fkAu_NKqxwG.300x300.jpg" width="150" height="150"&gt;&lt;/img&gt;&lt;br&gt;&lt;br&gt;&lt;p&gt;&lt;a href="https://www.buzzsprout.com/twilio/text_messages/2056762/open_sms" target="_blank"&gt;Click HERE to send the TRAP Pack a message&lt;/a&gt;&lt;/p&gt;&lt;p&gt;In this latest pile of TRAP, the Trap Pack discuss&lt;/p&gt;&lt;ul&gt;&lt;li&gt;Topical Titbits including Irish pension funding changes, FT article on how risk has been so misunderstood, art scams, adviser fee levels, FCA reviews of ongoing services and consolidators&lt;/li&gt;&lt;li&gt;&lt;b&gt;Meat and Potatoes: Full Fit Financial Planning&lt;/b&gt;&lt;/li&gt;&lt;li&gt;Culture Corner&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;Show links: &lt;a href="http://tiny.cc/traplinks"&gt;http://tiny.cc/traplinks&lt;/a&gt;&lt;/p&gt;&lt;p&gt;============================&lt;br /&gt;&lt;b&gt;Take part in the conversation! &lt;/b&gt;We want YOU to suggest topics and questions you’d like the &lt;b&gt;Trap Pack&lt;/b&gt; to answer. The best way to do this is to &lt;a href="https://forms.gle/ikZAdHrSb5mDWXeRA"&gt;ask them here&lt;/a&gt;. &lt;br /&gt;&lt;br /&gt;&lt;b&gt;Help us to help you!&lt;/b&gt; The more followers we have, the more we can do stuff going forward. So please:&lt;/p&gt; &lt;ul&gt; &lt;li&gt;Subscribe and Like &lt;a href="https://www.youtube.com/channel/UCTLbzZTcf98kBNVW1x30VzQ"&gt;our YouTube Channel&lt;/a&gt; &lt;/li&gt; &lt;li&gt;Leave a 6/5 star review on &lt;a href="https://podcasts.apple.com/us/podcast/trap-the-real-adviser-podcast/id1648027651"&gt;iTunes&lt;/a&gt; &lt;/li&gt; &lt;li&gt; &lt;a href="https://adviserpodcast.buzzsprout.com/share"&gt;Share TRAP&lt;/a&gt; with your peers and colleagues&lt;/li&gt; &lt;li&gt;&amp;apos;Enjoy&amp;apos; the Twitter chat at &lt;a href="http://www.twitter.com/AdviserPodcast"&gt;@AdviserPodcast&lt;/a&gt;.&lt;/li&gt; &lt;/ul&gt;&lt;br&gt;&lt;br&gt;&lt;small&gt;The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.&lt;/small&gt;&lt;br&gt; </description>

TRAP: The Real Adviser Podcast


                
Podcast: TRAP: The Real Adviser Podcast
Episode: 56 - Full Fit Financial Planning
Pub date: 2024-10-24

Details: https://www.listennotes.com/e/336147f140de4004a699d1199d419cf0/

The podcast and artwork embedded on this page are from Alan Smith; Andy Hart; Carl Widger; Nick Lincoln, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

                
            

56 - Full Fit Financial Planning

Podcast: <a href="https://www.listennotes.com/podcasts/2bobswith-david-c-baker-and-blair-enns-mM7aS3UIVs0/">2Bobs—with David C. Baker and Blair Enns</a> (LS 50 &middot; TOP 0.5% <a href="https://www.listennotes.com/listen-score/">what is this?</a>) Episode: <a href="https://www.listennotes.com/e/46c32fad00b24054afafe261e7de3a86/">The Four Conversations: A New Model for Selling Expertise</a> Pub date: 2024-10-23 <a href="https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/46c32fad00b24054afafe261e7de3a86/&notes=The Four Conversations: A New Model for Selling Expertise">Get Podcast Transcript &#8594;</a> powered by <a href="https://www.listen411.com/">Listen411</a> - fast audio-to-text and summarization <img src="https://cdn-images-3.listennotes.com/podcasts/2bobs-with-david-c-baker-and-blair-enns-cbELWsg70JH-mM7aS3UIVs0.300x300.jpg" width="150" height="150"></img> David interviews Blair about <a href="https://www.amazon.com/dp/B0DCCZL2D7?starsLeft=1&amp;ref_=cm_sw_r_cp_ud_dp_PNHS1A3P1TYRYX3YH63H" rel="noopener" target="_blank">his new book</a>, which lays out his proven framework B2B service providers can use to increase closing ratios and average proposal values.   Links Order <a href="https://a.co/d/aGCx0qz">The Four Conversations: A New Model for Selling Expertise</a> by Blair Enns The podcast and artwork embedded on this page are from David C. Baker and Blair Enns, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

<description> &lt;strong&gt;Podcast&lt;/strong&gt;: &lt;a href="https://www.listennotes.com/podcasts/2bobswith-david-c-baker-and-blair-enns-mM7aS3UIVs0/"&gt;2Bobs—with David C. Baker and Blair Enns&lt;/a&gt; (LS 50 &amp;middot; TOP 0.5% &lt;a href="https://www.listennotes.com/listen-score/"&gt;&lt;small&gt;what is this?&lt;/small&gt;&lt;/a&gt;)&lt;br&gt;&lt;strong&gt;Episode&lt;/strong&gt;: &lt;a href="https://www.listennotes.com/e/46c32fad00b24054afafe261e7de3a86/"&gt;The Four Conversations: A New Model for Selling Expertise&lt;/a&gt;&lt;br&gt;&lt;strong&gt;Pub date&lt;/strong&gt;: 2024-10-23&lt;br&gt;&lt;br&gt;&lt;a href="https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/46c32fad00b24054afafe261e7de3a86/&amp;notes=The Four Conversations: A New Model for Selling Expertise"&gt;Get Podcast Transcript &amp;#8594;&lt;/a&gt;&lt;br&gt;&lt;em&gt;powered by &lt;a href="https://www.listen411.com/"&gt;Listen411&lt;/a&gt; - fast audio-to-text and summarization&lt;/em&gt;&lt;br&gt;&lt;br&gt;&lt;img src="https://cdn-images-3.listennotes.com/podcasts/2bobs-with-david-c-baker-and-blair-enns-cbELWsg70JH-mM7aS3UIVs0.300x300.jpg" width="150" height="150"&gt;&lt;/img&gt;&lt;br&gt;&lt;br&gt;&lt;p&gt;David interviews Blair about &lt;a href="https://www.amazon.com/dp/B0DCCZL2D7?starsLeft=1&amp;amp;ref_=cm_sw_r_cp_ud_dp_PNHS1A3P1TYRYX3YH63H" rel="noopener" target="_blank"&gt;his new book&lt;/a&gt;, which lays out his proven framework B2B service providers can use to increase closing ratios and average proposal values.&lt;/p&gt; &lt;p&gt; &lt;/p&gt; &lt;p&gt;Links&lt;/p&gt; &lt;p&gt;Order &lt;a href="https://a.co/d/aGCx0qz"&gt;&lt;em&gt;The Four Conversations: A New Model for Selling Expertise&lt;/em&gt;&lt;/a&gt; by Blair Enns&lt;/p&gt;&lt;br&gt;&lt;br&gt;&lt;small&gt;The podcast and artwork embedded on this page are from David C. Baker and Blair Enns, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.&lt;/small&gt;&lt;br&gt; </description>

2Bobs—with David C. Baker and Blair Enns


                
Podcast: 2Bobs—with David C. Baker and Blair Enns
Episode: The Four Conversations: A New Model for Selling Expertise
Pub date: 2024-10-23

Details: https://www.listennotes.com/e/46c32fad00b24054afafe261e7de3a86/

The podcast and artwork embedded on this page are from David C. Baker and Blair Enns, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

                
            

The Four Conversations: A New Model for Selling Expertise


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