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Advisor Today's Top 5 Podcasts of 2023

NAIFA Advisor Today

With 2023 coming to a close, we look back at our top podcasts from this year. Advisor Today's podcast series has been a source of inspiration and knowledge for the financial services community through deep dives into the strategies, stories, and wisdom of industry leaders.

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41 Top Influencers for Financial Advisors in 2023

Indigo Marketing Agency

As a financial advisor, your job requires you to stay on top of leading industry information, the evolving ways to connect with clients, and new strategies for managing money. That’s why we’ve identified the top 41 financial influencers we believe will greatly impact the industry in 2023. Check out the list below.

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10 Key Ideas From My Top Podcasts of 2022

Steve Sanduski

Since 2014, I’ve published 678 podcasts and the vast majority were interview shows. Here are 10 ideas from my top podcasts of 2022 that particularly resonated with me and my audience (in chronological order). If you have a top team, they want to know what their potential career path looks like. Why the wrong team?

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Transcript: Tom Hancock, GMO

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in business with Barry Ritholtz on Bloomberg Radio. It’s in the top 1% of its peers.

Valuation 130
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Blunt, unfiltered truth about Indexed Universal Life

Sara Grillo

Indexed universal life (IUL) is often sold using smoke-and-mirrors sales shams, but in this podcast we’ll expose the truth! Listen to this if you are a financial advisors or consumer who wants to see through the crap and make better decisions about whether IUL is good for you (or your client) or NOT.

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Transcript: David Snyderman, Magnetar Capital

The Big Picture

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is not an official transcript. 00:00:02 [Speaker Changed] Bloomberg Audio Studios, podcasts, radio News.

Banking 143
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How to CRACK the secret costs in an insurance illustration

Sara Grillo

Listen to Barry Flagg of Veralytic and Steven Zeiger of KB Financial as they teach financial advisors how to find the secret costs of a policy by going beyond the insurance illustration. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and I used to be a financial advisor.