Validea

JANUARY 13, 2025

In this episode of “Two Quants and a Financial Planner,” we break down some of Warren Buffett’s most important investing lessons and life wisdom through a series of interview clips and annual meeting footage. We aim to make these timeless investing lessons both educational and entertaining.

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Indigo Marketing Agency

JANUARY 16, 2025

10 Growth Marketing Strategies for Financial Planners in 2025 The new year wipes the slate clean and gives financial planners a fresh opportunity to focus on marketing strategies that attract and retain more clients in less time and with less energy. SEO is always a great investment. Case in point, Kevin Brown.

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International College of Financial Planning

JULY 11, 2025

The CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance. As India’s leading institution for CFP® education, we have nurtured thousands of future-ready financial planners who combine analytical depth with human insight. It builds a mindset.

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Validea

NOVEMBER 4, 2024

In this Halloween-themed episode (complete with plenty of Reese’s cups), we break down Toby’s perspectives on what makes an ideal business, the critical importance of survival in investing, portfolio concentration vs diversification, and whether today’s tech giants can maintain their dominance.

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Validea

DECEMBER 2, 2024

In this episode of Two Quants and a Financial Planner, we explore the timeless investing wisdom of Ben Carlson. We examine why even successful professionals can struggle with overconfidence in investing, the challenges of benchmarking against the S&P 500, and why persistence of outperformance is so difficult to achieve.

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Validea

NOVEMBER 25, 2024

This episode explores how passive investing has transformed markets, featuring insights from leading experts including Mike Green, Aswath Damodaran, Rick Ferri, Rob Arnott, and Cliff Asness. In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig.

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Midstream Marketing

DECEMBER 6, 2024

Explore how to reach potential clients by using educational content and CRM systems. Compliance and Security for RIAs Compliance and data security matter a lot in the financial services industry. Registered Investment Advisers (RIAs) have to follow several SEC rules. They like communication that is tailored just for them.

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Validea

DECEMBER 23, 2024

In this episode of “Two Quants and a Financial Planner,” we explore one of investing’s most debated topics: international diversification. Through clips from 10 different investing experts, we examine whether U.S. investors truly need international exposure in their portfolios.

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Midstream Marketing

NOVEMBER 8, 2024

Get advice from experts about good tools and methods for lead generation in financial services. Introduction In today’s tough market, financial advisors and investment advisors need to find effective lead generation strategies to get their own leads and new clients, often turning to lead generation companies for assistance.

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International College of Financial Planning

JUNE 17, 2025

This unique designation allows it to function as an International Financial Services Centre (IFSC), facilitating cross-border transactions without the typical regulatory frictions found in India’s domestic markets. This ensures regulatory clarity on capital flow classification, taxation, and foreign investment thresholds.

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Validea

NOVEMBER 18, 2024

In this episode of Two Quants and a Financial Planner, Jack and Matt dive into some of the most controversial takes we’ve heard on Excess Returns in 2024. Plus, we bring in a special guest to help us mere mortals understand the complex world of options.

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Validea

MARCH 11, 2025

In this episode, Jack and Matt dive deep into the state of value investing with special guest Tobias Carlisle, founder of the Acquirers Funds and author of multiple books on value investing. They explore why value investing has struggled in recent years, examine value spreads, and discuss whether this time is truly different.

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Financial Symmetry

JUNE 18, 2025

A few favorites include: Stop the Show Investing, Not Gambling Capital One Data Breach Are You a Spite Spender? You’ll also hear her as a regular guest on the Financial Symmetry podcast , where she brings her expertise to conversations around retirement, legacy planning, and life transitions.

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Validea

OCTOBER 28, 2024

In this episode, we dive into our conversations with Meb Faber, analyzing some of his most interesting takes on investing and wealth management.

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International College of Financial Planning

JULY 9, 2025

It wouldn’t be exaggerating to state that the next decade belongs to India terms of being the most exciting Market to invest. The retail investors are beginning to understand the importance of investing in structured financial products than merely locking them up in gold or real estate assets.

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International College of Financial Planning

JULY 16, 2025

Passive Investing !! With the usual sensationalism, we have made Passive investing a sophistication by itself. It’s as though, retail investors can’t venture into passive investing at all Let’s break this down Consider a middle income household in Indian context. At times, we get overwhelmed on How to start investing?

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Validea

DECEMBER 17, 2024

Join Matt Zeigler and Jack Forehand as they break down some of the most insightful frameworks from our interviews with macro thinker Andy Constan. Whether you’re a professional investor or managing your personal portfolio, this episode offers important insights into how to think about markets and risk in a systematic way.

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NAIFA Advisor Today

JANUARY 28, 2025

Richardson is a financial planner who has been providing sound financial advice to his clients since 2005. His primary focus is to help people align their financial decisions with their values and truths to live enriching lives.

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Steve Sanduski

APRIL 8, 2025

Guests: Bill Keen, Founder and CEO, and Matt Wilson, Chief Investment Officer and President, of Keen Wealth Advisors , a billion-dollar-plus RIA in Overland Park, Kansas. Building your credibility as a thought leader via marketing and educational events. Maintaining a consistent client experience while growing.

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Validea

FEBRUARY 3, 2025

In this episode, Jack and Matt dive deep into their conversation with Jason Buck about building truly robust investment portfolios that can withstand any market environment. Perfect for investors wanting to move beyond basic diversification and build portfolios ready for whatever the future holds.

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Midstream Marketing

NOVEMBER 12, 2024

Creating Educational Content for Financial Literacy Promotion Positioning yourself as someone trusted in finance can attract potential clients. When you share educational content, you show that you want to help people with their money. This helps them get the best return on their investment.

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Midstream Marketing

DECEMBER 16, 2024

By using smart methods, financial planners can draw in the right prospects and help generate new leads to turn them into loyal clients. Effective digital marketing strategies for financial advisers include these key areas: Build a strong online presence. Frequently Asked Questions How do advisers measure campaign success?

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Validea

MARCH 31, 2025

Drawing from two insightful interviews with Schwager, they explore key lessons from some of the greatest traders hes interviewed, like Paul Tudor Jones and Steve Cohen, and unpack how these principles apply not only to trading but also to long-term investing and life.

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Inside Information

MARCH 11, 2025

Advisor: People who call themselves advisors or financial planners follow a variety of different business models. Others are paid to recommend certain products or investment platforms, and they work for the firm and the product companies. Prospect : Wait What do you mean, sales agent? But that doesnt mean theyre a bad choice.

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International College of Financial Planning

JUNE 27, 2025

A single mother must have a clear understanding of what she earns, where it goes, and how to invest it effectively. She should be aware of the power of compounding and the impact it can have on her long-term financial well-being.

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Validea

NOVEMBER 11, 2024

markets The Financial System’s Plumbing Breaking down complex topics like Fed operations and bank failures Automated Fed Policy Could we remove human judgment from monetary policy? In this episode, we look at the biggest lessons we have learned from Cullen Roche, one of our most frequent and insightful guests.

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Midstream Marketing

OCTOBER 29, 2024

Strong advertising can boost your marketing efforts as a financial planner. When you display your skills and show your commitment to their financial health, it makes you a reliable partner. Specialization: Do you focus on a certain area, like retirement planning, estate management, or investment advice for tech entrepreneurs?

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Indigo Marketing Agency

MARCH 19, 2025

Write as if youre talking to a friend, not an investment banker. Example: Instead of writing something like: With our advanced wealth management strategies, we help high-net-worth individuals maximize tax-efficient investments while securing generational wealth. Use bullet points or numbered lists to break down information.

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Validea

FEBRUARY 18, 2025

Through selected clips from multiple interviews, they unpack Karsan’s unique insights on markets, investing, and risk management.

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Validea

JANUARY 21, 2025

Don’t miss this conversation with one of the most influential figures in quantitative investing. Watch on YouTube Listen on Apple Podcasts Listen on Spotify The post Practical Lessons from Cliff Asness appeared first on Validea's Guru Investor Blog.

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Validea

APRIL 4, 2025

Investment Strategies: Practical advice on staying long-term focused, rebalancing portfolios, and seizing opportunities during market volatility. National Debt Concerns: Perspectives on whether the U.S. national debt poses an immediate crisis or a creeping inflationary risk, with insights from Cullen Roche and Andy Constan.

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Yardley Wealth Management

OCTOBER 15, 2024

Between soccer practice, homework, and snack time, planning for your child’s financial future might feel like something to worry about later. But what if I told you there’s a way to give your kids a head start on their financial independence now? So, why not channel your inner celebrity financial planner?

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Midstream Marketing

DECEMBER 10, 2024

Effective content marketing focuses on education and value rather than overt selling, strengthening audience connections and increasing conversion potential. Once you have a solid list, separate it by what clients want or their investment goals. You can offer educational webinars and online workshops.

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Validea

APRIL 18, 2025

This conversation unpacks Damodarans timeless insights on navigating uncertainty, embracing the process of investing, and finding comfort in a volatile market. Embracing uncertainty as a feature of investing, not a bug, and avoiding unhealthy coping mechanisms like denial or outsourcing.

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Indigo Marketing Agency

MARCH 5, 2025

Events are one of the most effective ways for financial advisors to: Establish credibility Educate prospects Generate high-quality leads After all, youre inviting people to your event to sell them on your services and what makes you the best option. This campaign can help you attract attendees actively looking for financial guidance.

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Cornerstone Financial Advisory

JANUARY 27, 2025

Tim Flick, CFP, CKA Certified Financial Planner Professional Certified Kingdom Advisor Founder, Investment Advisor Cornerstone Financial Advisory Phone: 317-947-7047 Email: tflick@cornerfi.com All Bible verses in this article are English Standard Version (ESV).

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Validea

FEBRUARY 10, 2025

His candid insights on what really drives markets and the limited role of policy makers challenge common assumptions about investing. The hosts also explore Paulsen’s humble yet profound advice for investors: focus on not disrupting the core 90% of your portfolio while seeking opportunities for outperformance with the remaining 10%.

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