Tune in to hear:

In this episode, we discuss the importance of storytelling and laughter in building client relationships, some tips for preparing for big public speaking engagements, tips for non-verbal communication in online conferencing and much more.

• Learn about Arthur’s professional journey and how he got to where he is today.
• Why does Arthur think communication is so important for professionals who need to guide clients with clarity and confidence?
• What is Arthur’s overall philosophy when it comes to communicating effectively?
• What role can storytelling play in financial advising and similar professions? Why do “facts fade and stories stick?”
• How does Arthur prepare for a big public speaking engagement?
• What are some techniques for drawing in an audience’s focus when a topic is dry and numbers heavy, like finance?
• What feedback mechanisms has Arthur found most useful for improving his own speaking practice?
• How does Arthur adjust his presentation style to suit the different types of audiences he encounters?
• What does Arthur think are some common communication habits or patterns that tend to erode confidence and how can financial advisors correct them?
• Does Arthur have any tips for using non-verbal communication, particularly when interacting on online conferencing?
• How can performers ensure that they are coming across as authentic?
• What daily or weekly routines help Arthur stay sharp physically, mentally and emotionally?
• How has Arthur learned from his failures, either professionally or personally?
• What practices does Arthur have in terms of life-long learning?
• What roles do discipline, consistency and mindset play vs. raw talent in terms of the performing arts?

Quote

“Victor Borge…had a great quote, and it was ‘laughter is the shortest distance between two people.’ I think that is so true. If you want to get someone to consider your point of view, get them to laugh. It lowers all the defenses - all the chemicals change in the body, the oxytocin shows up instead of the cortisol. I think that’s something that we forget, on a conscious level, but when we remind ourselves to do it…it makes a big difference when you’re working with your client.” - [05:35] Arthur Fratelli

Links

• Arthur Fratelli on LinkedIn
• “Hold Your Head Up” by Rod Argent
• The Amazing Arthur
• Arthur’s Linktree
• TedX Talk

Connect with Us

• Rusty Vanneman on LinkedIn
• Robyn Murray on LinkedIn

Tune in to hear:

In this episode, we discuss how tokenization will change the future of asset management, alternative investments, artificial intelligence and how functional medicine can improve performance in your life and career.

• What drew Skyler to alternatives and digital assets originally?
• How does Skylar define alternative investments?
• What role should alternatives play in building sound, long-term portfolios along with traditional asset classes?
• How should investors and advisors think about liquidity trade-offs when investing in alts?
• How does Skylar explain what tokenization means in practical terms to investors that are new to the idea?
• What are some other real world assets that Skyler is seeing being tokenized today and where does he think is the strongest momentum?
• What are some of the risks, or challenges, that still exist with tokenization?
• How are people using AI solutions in the fund services and asset management industry, how should they be using it and how is it upscaling for investment professionals?
• What sparked Skylar’s interest in functional medicine and biohacking?
• What are some of Skylar’s daily or weekly practices that help him maintain energy and clarity?
• Does Skylar see a difference in his professional performance as a result of his biohacking practices?

Quotes

“By taking on a less liquid product, or investment, you can enhance your alpha or your return, so there’s a premium to taking on that additional illiquidity [associated with alts]…[Also] certain products now are becoming more liquid in the alternative space, so the liquidity paradigm is changing a bit.” - Skylar Steinke

“[At] the bottom line, [tokenization] is really the digitalization, and fractionalization, of an investment. So, you think of an example like real estate - someone can tokenize a real estate investment, so I can have a token and I own part of that investment that is physical in the real world, but digital in a wallet shall we say.” - Skylar Steinke

Links

• Skylar Steinke on LinkedIn
• The Ascent Group
• “Dust in the Wind” by Kansas

Connect with Us

• Rusty Vanneman on LinkedIn
• Robyn Murray on LinkedIn

In this episode, we discuss innovation, what to look for in growth tech companies, Main Management’s ETF TMAT, large language models and how to “own your future.”

• What advice does James have to offer for other young professionals hoping to enter the financial services industry?
• What does Main Management believe is not currently working about the traditional ways of capturing growth in the markets?
• For investors who are looking for growth tech companies to invest in, what qualities does James believe differentiate good emerging tech companies from unsuccessful ones?
• What makes Main Management’s TMAT different from other thematic ETFs in the space?
• Why is TMAT built with individual stocks?
• What kind of exposure should growth investors aim for with TMAT?
• What were some of the highlights from this year’s presentation on the power and usefulness of AI at the Main Management conference?
• Where are we on the curve of AI adoption so far in James' opinion?
• What are some of the biggest myths around AI that James has seen?
• What is one risk about AI investments that the market is under pricing and how is Main Management managing that risk in their ETF TMAT?
• How are James and Kim using TMAT in their personal portfolios right now? Also, any rules of thumb for sizing a position in TMAT for advisors and investors?
• How do James and Kim “own their future” when it comes to health, family and general wellbeing?
• What are James’ and Kim’s workout routines?
• What’s a personal practice that gives James an edge both professionally and personally?
• What are some of the parallels between disciplined living and disciplined investing?

Quote

“It’s very hard, especially early on, to predict the exact winners and losers of any sort of major change. If you’re picking ten different companies and nine are complete failures, and one is the absolute huge winner of that cycle, you’ve actually done pretty well. So, that’s kind of the philosophy that we go into growth investing with.” - [08:00] James Maxwell

Links

• Kim Arthur on LinkedIn
• James Maxwell on LinkedIn
• Main Management
• “Harder, Better, Faster, Stronger” by Daft Punk

Connect with Us

• Rusty Vanneman on LinkedIn
• Robyn Murray on LinkedIn