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.
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.
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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.