Episodes: 304
Frequency: Biweekly
Rating: 4.7/5.0
Estimated listeners: 1k-10k
Gender skew: Unknown
Location: USA
YouTube: 155 subscribers
Publicly listed emails
ssanduski@belayadvisor.com
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Steve Sanduski - Certified Financial Planner, founder of two financial services companies, New York Times bestselling author, executive coach, speaker, and podcast host.
Chris Galipeau - Separating Meaningful Market Signals From Financial News And Information Overload; Helping Investors And Advisors Maintain Long-term Perspective.
Sean Wing - Delivering Proactive Fiduciary Advice At Scale, Using Artificial Intelligence To Enhance Client Relationships, And The Future Role Of Human Financial Advisors.
Joseph Moore - Lessons From Three Centuries Of Economic Booms And Busts; How Historical Financial Advice Has Shaped Decisions About Housing And Wealth-building.
John Bowen - Strategic Growth For Financial Advisors, Wealth Transfer, Talent Shortages, Artificial Intelligence, And Repositioning Advisory Firms Around High-value Coaching.
Duncan MacPherson - How Financial Advisors Can Adapt To Artificial Intelligence, Differentiate Their Client Experience, And Build Scalable Advisory Businesses.
Chris Galipeau: Two Variables Drive the Stock Market. Everything Else is Noise
September 15, 2026
Guest: Chris Galipeau, Head Market Strategist at the Franklin Templeton Institute, where he serves as one of the firm's foremost voices on global capital markets, economic trends, and investment strategy. In a nutshell: Advisor and investor alike have access to more data, research, and real-time news than at any other point in history. Which is a big reason why navigating the financial markets and maintaining client relationships have never been more difficult. The speed of information, combi...
Sean Wing on Delivering Continuous, Proactive, Hyper-Personalized Fiduciary Advice at Scale
September 01, 2026
Guest: Sean Wing, the Founder and CEO of Wing. In a nutshell: How often do you provide high-value financial advice to your clients? Monthly? Quarterly? Annually? But ... how often do their lives change? How often do their feelings about their money shift? How often are they nervously staring at market drips and trade wars on social media wondering, "Am I OK?" If you're waiting around for your clients to call you every time they're pondering a career change or confused about a new tax law, the...
Joseph Moore: Why Timeless Financial Advice Eventually Breaks
July 30, 2026
Sometimes you have to write the book you want to read. As the 2008 financial crisis was beginning to drag millions of homeowners underwater, Joseph Moore took a personal finance class at his church. He realized that conventional wisdom about renting versus owning had put his family in a dangerous spot. "We sold our house on a Saturday," Joseph remembers. "Our neighbor put her house on the market the next Saturday. It never sold. We were the last two people off the Financial Titanic in 2008." ...
Publicly listed emails
ssanduski@belayadvisor.com
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