The Advisor Library – Détails, épisodes et analyse

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The Advisor Library

Matt Cosgriff

Business & Entrepreneuriat

Fréquence : 1 épisode/15j. Total Éps: 6

The Advisor Library is a podcast where host Matt Cosgriff sits down with advisors and firm leaders in wealth management to talk about the books that shaped them: the ones they underline and come back to years later.

The best-read people in this business don't just read more, they read differently, and it shows up in how they lead and build. Each conversation traces a career through its reading list, then asks what those ideas actually look like in a client meeting, a hiring decision, or a hard year running a firm.

New episodes every other week.

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Données mises à jour le 12/10/2026

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

Épisode 6

mardi 6 octobre 2026 • Durée 38:55

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 life planning, and why "what are your financial goals" is the start of the conversation rather than the end. Derek shares the questions and exercises he uses to find out what the money is for, drawing on Facilitating Financial Health, Stumbling on Happiness, and The Top Five Regrets of the Dying.

If you've ever had a client agree with your recommendation and then never act on it, this one's for you.

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

Épisode 5

mardi 22 septembre 2026 • Durée 38:15

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 him about it directly.

We also get into Grant, Ron Chernow's biography of Ulysses S. Grant, and what it taught Jerry about the loneliness of leading, the reading list behind Schwab's leadership curriculum, and John Kotter's eight-step framework for change.

If you're leading people through decisions that never feel entirely comfortable, and you want a reading list to go with it, this one's for you.

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

mardi 8 septembre 2026 • Durée 51:25

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 advisor for a Friday meeting before they open a laptop.

But his real argument is that the AI is the easy part: the firms that win will be the ones whose leaders treat this as an organizational capability problem, not a technology decision, starting with the change management most firms underestimate. We get into what that looks like day to day, and the line his whole book builds toward: human-AI synergy at the speed and strength of trust.

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The E-Myth: The Paper Plate That Started It All, with Chip Munn

Épisode 3

mardi 25 août 2026 • Durée 43:51

In 2001, on vacation, Chip Munn finished The E-Myth at two in the morning and sketched his first org chart on the only paper he had: the back of a paper plate. He kept that plate for twenty years. He joins me to talk about the book that started it, and where twenty-five years of building on it took him: EOS, a hundred-year firm, and a plan to hand it all to the next generation.

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Strong Ground: Pocket Presence and a Lifelong Reading Habit, with Dan Wanous

Épisode 2

dimanche 26 juillet 2026 • Durée 40:37

Dan Wanous got into wealth management at a New Year's Eve party. He was a junior in college, talking macro econ with a family friend who ran an advisory firm in Sioux Falls, South Dakota, and got hooked interning there the following summer. A decade at Thrivent later, he landed at 49 Financial and helped launch its sister firm, Alongside, where he now leads business development and partner growth.

Dan and I spend most of our time on Strong Ground, Brené Brown's newest, and two ideas he'd already underlined before we hit record: compensatory injuries, the notion that the thing that hurts is rarely the thing that's broken, and pocket presence, the football term for confidence built on preparation instead of fear or arrogance.

We also get into Katharine Graham's Personal History, the story of a woman who inherited the Washington Post after her husband's suicide and built it into the paper that broke Watergate, and Scaling People, Claire Hughes Johnson's field manual for hiring and onboarding that Dan says he's pulled off the shelf mid-crisis more than once.

If you care about staying composed under pressure, reading with intention, and building a team the right way, this one's for you.

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Four Thousand Weeks: Advising in a Finite Life, with Thomas Pargett

Épisode 1

jeudi 23 juillet 2026 • Durée 30:09

Thomas Pargett didn't set out to become a wealth advisor. He spent four years teaching fourth grade in Lincoln, Nebraska before a mentor told him something that stuck: the best advisors are the best teachers. A decade, an MBA, and a CFP later, he's advising clients across the country at Boulay Wealth and he's become one of the most curious readers I know.

To kick off The Advisor Library, Thomas and I get into the books that shaped how he thinks, leads, and advises. We dig into Four Thousand Weeks and what changes when you remind a client they might have five hundred weeks left, not five thousand.

We talk about The Go-Giver and why, for Thomas, the more he gives the better things seem to go. And we get into the human side of the job: reading "like a wolf eats," the last time you pick up your kid without knowing it's the last time, and what keeps advising personal as AI reshapes everything around it.

If you care about reading, leadership, and the craft of advising well, this is a good place to begin.

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The Advisor Library – Détails, épisodes et analyse

Détails du podcast

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Apple Podcasts

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Liens partagés entre épisodes et podcasts

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Podcasts Similaires Basées sur le Contenu

Apple Podcasts

Spotify

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