The Advisor Library
with Matt Cosgriff
The podcast traces how the books RIA leaders read at different inflection points in their careers have shaped them, the firms they've built, and the way they serve clients.
Follow the Crazies: Spotting the Next Shift in Financial Planning, with Bob Veres (Author Chats)
Decades ago, Bob Veres got hate mail for predicting that fees would replace commissions. Now he’s predicting the end of AUM pricing, and in this Author Chats episode on A Behind-the-Scenes History of the Financial Planning Profession, he explains why, along with the other shifts he sees coming.
The E-Myth: The Paper Plate That Started It All, with Chip Munn
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.
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Be a Guest on The Advisor Library
I'm always looking for RIA leaders and advisors who read constantly—shaped less by any single book than by the habit itself—and want to talk about how it's changed the way they run their firm. If that sounds like you, I'd love to hear from you.