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Talking Wealth | Wave AI Podcast Notes
Talking Wealth
Freeing Advisors to Build the Practice of Their Dreams
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16 episodes
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Episodes
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Recruiting Expert Louis Diamond on Why the Market for Advisor Talent Is on Fire
00:31:32
4/23/2026
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How to Create Tax Alpha
00:31:04
4/16/2026
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Death of the Advisor
00:35:53
4/9/2026
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The $3.9 Trillion Land Grab
00:40:02
4/2/2026
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The Missing Layer in Wealth Management
00:25:46
3/26/2026
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The Inside Story of OpenArc’s $129 Billion Breakaway with Dynasty’s Shirl Penney
00:26:06
3/19/2026
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How to Borrow Against Your Portfolio For Less
00:25:42
3/12/2026
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The Extinction Event in Wealth Tech
00:30:09
3/5/2026
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Private Credit: Now Youse Can’t leave
00:33:38
2/23/2026
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Demographics are Destiny in the Housing Market
00:25:43
2/19/2026
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