The After-Tax Playbook Every Advisor Needs

Market Timing's Hidden Cost: The Data Advisors Hide

Conspiracy or Incompetence: Breaking down the drivers of passive investing with Michael Green

Skin in the Game: Why owner-led companies outperform & how to access them

100k pushups in a year: Why consistency compounds in and out of the gym

The Art of Managing, Part 3: Managing your Career

Your Portfolio Has a Tax Problem. Here's How to Fix It

The Art of Managing, Part 2: Managing your Manager

SpaceX IPO: The Company That's Owned It Since 2017 | Baron Capital's Matt Camuso

The Art of Managing, Part 1: Tools to Effectively Manage Yourself in the Workplace

The Long Game: Authentic Relationships in Financial Services with Ramiro Higuera

Value Investing for the Modern Era with Andrea Eisfeldt of UCLA

The Relationship Is the Return with Todd Resnick (#24)

The optimist's case for investing in 2026 with Sonu Varghese (#23)

Extra Innings: Where the Multifamily Real Estate Cycle Stands with Brian Underdahl (#22)

A New Generation of Alternatives with Andrew Beer (#21)

Exercise, Mental Health & Finding Your Non-Negotiables with Steve Kindred

Win More Business While Being Authentic with Michael Joyce (#20)

Inside the Equity Rotation with Jeff Weniger (#19)

Defaults Are the Price of Entry | Private Credit Myths Debunked | Phil Huber, Cliffwater (#18)

The way you allocate your portfolio is about to be flipped on its head with John Bowman (#17)

Drowning in Busywork? AI Solutions to Streamline your Day with Donny Smith (#16)

Stop Waiting to Be Noticed: Build Your Brand Before You Need It with Josh and Paisley

Why Smart Investors Make Emotional Decisions | Dr. Daniel Crosby on Behavioral Finance (#15)

Career Advice for Financial Advisors: Building Your Brand & Client Base with Josh and Paisley

TCW's Reshoring Strategy: Manufacturing Investing Thesis with Eli Horton (#14)

Are Financial Advisors worth their fees? Quick Takes with Josh & Paisley

Private Equity Access for RIAs: How Advisors Can Add Alternatives with Steve McCourt, CFA (#13)

Is Private Credit a Bubble with Andrew Beckman (#12)

Hedge Funds in ETFs: How Retail Investors Access Institutional Portfolios | Bob Elliott (#11)

Building better portfolios with options strategies | Eric McArdle (#10)

How to Beat Market Chaos With Rules-Based Investing — Cole Wilcox Explains It ALL (#9)

Turnkey Advisor Solutions powered by Orion | Tim Holland (#8)

Back on Solid Ground: Real Estate Debt with Sundance Bay (#7)

Does Diversification Sacrifice Returns Quick Takes with Josh & Paisley

CFA, MBA, CAIA, CFP?? Quick Takes with Josh & Paisley

Why Market Cap Weighting Isn't Capitalist | Seth Cogswell (#6)

Venturing in the world of private debt with Zack Ellison (#5)

Is it time to quit your job? Quick Takes with Josh & Paisley

Where Theory Meets Practice with Jonathan Treussard (#4)

Plus 1: Exceeding Expectations with Rusty Vanneman (#3)

The Advisory World is A-Changin' with Eric Flynn (#1)

Standing out from the Crowd with Devan O'Dowd (#2)

Building Better Portfolios: The Trailer