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Hosted by The Compound · 🇺🇸 US · EN · 72 episodes
Established thought leaders with verified media credentials.
Freeing Advisors to Build the Practice of Their Dreams
The Compound hosts Talking Wealth, a business show with 72 episodes published.
ETFs have completely transformed how we invest for our clients. Cheaper, more tax-efficient, more transparent — it's been one of the great wins for investors over the last twenty-five years. But folks, we are not in Kans
On this episode of Talking Wealth, Ben Carlson sits down with Brian Portnoy, founder and CEO of Shaping Wealth and author of The Geometry of Wealth, to discuss the psychology behind great financial advice. They explore h
On this episode of Talking Wealth, Josh Brown sits down with Onur Erzan, President of AllianceBernstein, to discuss what it really takes to serve America's ultra-high-net-worth families. They explore how wealth managemen
On this episode of Talking Wealth, Josh Brown sits down with Onur Erzan, President of AllianceBernstein, to discuss what it really takes to serve America's ultra-high-net-worth families. They explore how wealth managemen
Jon Stein founded Betterment — one of the first companies to deliver real financial advice to the mass affluent at scale. Now he's back with a new company, Warmer, a platform for helping people find the right human finan
Jon Stein founded Betterment — one of the first companies to deliver real financial advice to the mass affluent at scale. Now he's back with a new company, Warmer, a platform for helping people find the right human finan
On this episode of Talking Wealth, Ben Carlson is joined by David Lau, founder and CEO of DPL Financial Partners. They discuss the evolving role of insurance and annuities in financial planning, why many advisors remain
On this episode of Talking Wealth, Ben Carlson is joined by David Lau, founder and CEO of DPL Financial Partners. They discuss the evolving role of insurance and annuities in financial planning, why many advisors remain
There's never been a more disruptive moment in wealth management — and few people are shaping it more directly than my guest this week. Jason Wenk is the founder and CEO of Altruist, the modern custodian built exclusivel
On this episode of Talking Wealth, Josh Brown and Sarah Solomon discuss why financial planners are reporting record-high compensation and job satisfaction, Robinhood's aggressive expansion into wealth management and advi
SpaceX just filed to go public, and this isn't just another IPO — it's shaping up to be the biggest one in history. The company is targeting a valuation around $1.75 trillion and looking to raise as much as $75 billion,
On this episode of Talking Wealth, we’re going to talk about one of the biggest challenges advisors face in portfolio construction: How do you improve diversification and add alternative return streams without sacrificin
On this episode of Talking Wealth, Michael Batnick is joined by Brent Sullivan to discuss the rise of tax-aware long-short investing and how it’s changing wealth management. They cover direct indexing, 130/30 and 250/150
On this episode of Talking Wealth, Downtown Josh Brown is joined by Manish Khatta, CEO of Potomac Fund Management, to discuss what it really takes to build a modern asset management firm in today’s advisory landscape. Th
On this episode of talking Wealth, Michael Kitces joins Michael Batnick to separate what's real from what's hype in AI's impact on wealth management. Is technical expertise really being commoditized, or is this robo advi
On this episode of Talking Wealth, Ben Carlson is joined by Joe Mallen, CEO of Modelist, to discuss how financial advisors can scale their investment process while maintaining control. They cover how Modelist helps advis
On this episode of Talking Wealth, Josh Brown is joined by Louis Diamond, CEO of Diamond Consultants, to break down the surge in advisor movement, with over 11,000 advisors switching firms in 2025. They discuss what’s dr
On this episode of Talking Wealth, Ben Carlson is joined by Ehren Stanhope, a key leader behind OSAM’s Canvas platform, to break down how investors can create real tax alpha. They discuss OSAM’s evolution from a quant sh
On this episode of Talking Wealth, Michael Batnick is joined by John Giovannucci to discuss a shift few in wealth management say out loud: has the advisor’s role drifted away from doing the actual work? For years, strong
On this episode of Talking Wealth, Michael Batnick is joined by Stephen Caruso, Associate Director of Wealth Management at Cerulli Associates, to unpack the rise of the RIA and the growing pains that come with scaling it
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Talking Wealth is hosted by The Compound. The show is categorised under business (investing) and has published 72 episodes.
Talking Wealth has published 72 episodes.
Talking Wealth regularly covers business, investing. It sits in the business category, with a investing focus.
Talking Wealth is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Talking Wealth hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Talking Wealth average 35 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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