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.
What's the Money For? Listening for What Clients Want, with Derek Hagen [Ep. 06]
Why do clients agree with a recommendation and then never act on it? Derek Hagen, a financial therapist and advisor at Root Financial, explains how motivational interviewing helps clients talk themselves into change, and why the better planning question is what the money is for.
Four Thousand Weeks: Advising in a Finite Life, with Thomas Pargett [Ep. 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.
Join the Podcast
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.