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.
The Odyssey: A Decades-Long Search for the Book That Shaped a Career, with Jerry Cobb [Ep. 05]
Jerry Cobb read The Odyssey in ninth grade, the same year he lost his father—and it quietly shaped both the rest of his life and the wandering career that followed. Decades later, prompted by the new film, he tracked down the exact edition he read as a teenager, and found the book had come home to him the way Odysseus finally comes home. For RIA leaders, it's also a conversation about Grant, the loneliness of hard decisions, and the change-management framework Jerry uses to help next-generation firm leaders make it stick.
Strong Ground: Pocket Presence and a Lifelong Reading Habit, with Dan Wanous [Ep. 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.
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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.