The Advisor Library

with Matt Cosgriff

Each episode starts with one book and one operator, then digs into what it actually changed inside their firm. Leadership, growth, M&A, culture, and strategy, seen through the ideas that shaped the people behind the firms.

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Overcast

Matt Cosgriff 8/25/26 Matt Cosgriff 8/25/26

The E-Myth: The Paper Plate That Started It All, with Chip Munn [Episode 03]

Chip Munn sketched his first org chart on the back of a paper plate at two in the morning on a 2001 vacation that would lay the foundation for the business he would build. He joins me to talk about Michael Gerber's The E-Myth, the accountability chart it eventually gave him, and the hundred-year-firm filter that now shapes every decision at Signature Wealth.

Strong Ground: Pocket Presence and a Lifelong Reading Habit, with Dan Wanous [Episode 02]

Dan Wanous got his start in wealth management at a New Year's Eve party--and spent the years since learning what it actually takes to stay composed under pressure. He joins me to talk about Brené Brown's Strong Ground, the idea of "pocket presence," and the books that shaped how he leads, hires, and reads.

Four Thousand Weeks: Advising in a Finite Life, with Thomas Pargett [Episode 01]

Advisor Thomas Pargett on the book that reshaped how he counsels clients: Oliver Burkeman's Four Thousand Weeks. A conversation about finite time, presence, and why the best advisors are really teachers.

Be a Guest on the Podcast

I'm always looking for RIA leaders, operators, and advisors who've been shaped by a book and want to talk about how it changed the way they lead, serve, grow, or build. If that sounds like you, I'd love to hear from you.