4.8 • 2K Ratings
🗓️ 11 December 2024
⏱️ 76 minutes
🧾️ Download transcript
Click on a timestamp to play from that location
0:00.0 | Today's Animal Spirits is brought to you by our friends on Y-charts. Michael, last week, |
0:04.1 | Josh Brown, our very own, teamed up with Y-chart CEO, Sean Brown, to look at the biggest |
0:09.0 | strategies for the market, for advisors in 2025. They looked at direct indexing, alternative |
0:14.5 | investments, rate hikes, behavioral finance, how it all shapes and impacts client portfolios. And then the takeaways you need to |
0:23.3 | stay ahead of the curve, you can rewatch that webinar, which I'm putting a, I'd like put it out |
0:29.5 | there to community. Time for a new word for webinar. It sounds like something from the 1990s. |
0:33.6 | Yeah, that's such a good point. Right, we need a new term for webinar. |
0:39.1 | But you can watch the replay. |
0:43.2 | Link in the show notes, plus 20% off your initial subscription. |
0:47.5 | If you have not ever subscribed to Whitecharts before, new customers only. |
0:51.2 | Check out the link in the show notes and also hit whitcharts.com to learn more. |
0:53.5 | Today's show is also brought to you by Fabric. Ben, I started my career at an insurance company. |
0:57.1 | I was talking to Joe Fami yesterday, my boy, Joe Fami, about my origin story. |
1:03.5 | And like so many others who joined the life insurance industry as an agent, not a great experience. |
1:10.3 | Not something you're really dying to go into. |
1:12.5 | There's no career at college. Hey, here's how you become a life insurance agent. You know how |
1:17.8 | productivity is a residue of everything that's left over? That's who we were. Right? If you got |
1:23.6 | nothing to do, you can do this. But that doesn't mean that people don't need life insurance. |
1:29.1 | Life insurance is a very important thing. |
1:31.3 | My wife's father passed away without life insurance was devastating for their family. |
1:35.4 | So selling a whole life insurance to people that don't need it, not good. |
1:39.5 | Getting yourself term life insurance, because you do need it, is a very good thing. And now there's a very |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Compound, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Compound and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.