Podcast: Financial Advisor Success (LS 56 · TOP 0.5% what is this?)
Episode: Ep 216: The Financial Advisor As Curator And Redefining The Value Of Financial Expertise with Jason Zweig
Pub date: 2021-02-16

Get Podcast Transcript →
powered by Listen411 - fast audio-to-text and summarization

Jason Zweig is a financial journalist who not only wrote one of the first books on behavioral finance neuroeconomics, but also writes “The Intelligent Investor” column for the Wall Street Journal. A senior writer for Money magazine and a guest columnist for Time magazine and CNN.com, Jason has a truly unique perspective on the financial services industry, having covered it for nearly 25 years.

Listen in as he shares his perspective on the financial services industry, including why the AUM model is outdated, how he views the evolution of the financial advice business, and why he sees the future of the industry as more curatorial. You’ll learn his take on where he believes new advisors should be focusing their energy for success and why it’s actually a good thing to admit when you don’t know the answer to a question.

For show notes and more visit: https://www.kitces.com/216

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

Ep 216: The Financial Advisor As Curator And Redefining The Value Of Financial Expertise with Jason Zweig 01:38:59 Share

HUM Curated Podcasts

Shownotes Transcript

Ep 216: The Financial Advisor As Curator And Redefining The Value Of Financial Expertise with Jason Zweig