The Advisor Library

Publicly listed emails

cosgriffm@gmail.com

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What's the Money For? Listening for What Clients Want, with Derek Hagen

October 06, 2026

Why do clients agree with the plan and then never act on it? Derek Hagen has spent years on that question, as an advisor, a financial therapist, a life planning trainer for other advisors, and now at Root Financial.We get into motivational interviewing, including the one-to-ten scale Derek uses to help a client finally act on a concentrated stock position they keep agreeing to sell, and the listening gap that leads advisors to answer the question they assumed the client asked.We also cover li...

The Odyssey: A Decades-Long Search for the Book That Shaped a Career, with Jerry Cobb

September 22, 2026

Jerry Cobb read The Odyssey in ninth grade, the same year he lost his father. Decades later, he tracked down the exact 1957 edition he read as a teenager, and opening it again felt like the book finally coming home to him.Jerry is a Senior Business Management Consultant at Charles Schwab and helps lead the Schwab Executive Leadership Program. We trace the book forward into his own atypical path from journalism into wealth management, and what he only recognized as a through line once I asked ...

The AI-Enabled Future of Wealth Management, with Spenser Segal (Author Chats)

September 08, 2026

Spenser Segal spent sixteen months and 27 interviews writing the book behind a moonshot he's chased for two decades: closing the gap between the sliver of people who get world-class financial advice today and the far larger group who could, with AI.He joins me for the first Author Chats episode to unpack his book, The AI-Enabled Future of Wealth Management: why a firm without clean data is building a skyscraper on sand, and what an agentic mesh of specialized AI agents can do to prep an advis...

How do I get in touch with The Advisor Library?

The Advisor Library is hosted by Matt Cosgriff. Its publicly listed email is cosgriffm@gmail.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for The Advisor Library?

The publicly listed email for The Advisor Library: cosgriffm@gmail.com.

How many listeners does The Advisor Library have?

Podseeker estimates The Advisor Library reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The Advisor Library?

The Advisor Library typically books working professionals with real expertise. Typical guest background: Experienced wealth-management advisors, firm leaders, business-development executives, leadership practitioners, and authors with substantive expertise in financial advice, organizational change, or business building. Common among recent guests: Leadership of a wealth-management firm or advisory practice; Senior roles at established financial-services organizations; Published books or substantial expertise in wealth management, leadership, or artificial intelligence. Recent guests include Jerry Cobb, Spenser Segal, and Chip Munn.

How hard is it to get booked on The Advisor Library?

Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.

What topics does The Advisor Library cover?

Recent episodes cover Business, Wealth Management, Leadership, Financial Planning, and Artificial Intelligence. Pitch an idea tied to one of these topics and mention a recent episode.