Best Adam Fortuna Podcasts (2024)

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#50 - Reading Journal 1:05:18

7d ago1:05:18

1:05:18

Summary Ste announces his move to Paris and discusses the challenges of the relocation. Adam shares his previous experience in Paris and expresses excitement for Ste's new adventure. They reflect on their 50th episode of Hardcover and the commitment to building the platform. The conversation then shifts to the development of the reading journal fea…

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#49 - Stats (cont.) 1:11:22

7d ago1:11:22

1:11:22

Summary In this conversation, Adam and Ste discuss various topics including the challenges of balancing support and development, the importance of feeling the pain of users, and the progress on the Hardcover app. They also discuss the design updates for the currently reading page and the implementation of progress updates. They explore different op…

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#48 - New Stats & Progress update 1:11:48

7d ago1:11:48

1:11:48

Summary Adam and Ste discuss their recent family time and vacations. They also discuss the challenges of balancing work and personal life. They review the design for updating progress on a book and consider different options for the user interface. They explore the idea of using incremental page numbers and discuss the possibility of autosaving pro…

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For Advisor By Advisors - Interview with Paul G. McManus, Book Author, and Founder of MCMF Publishing - Does Writing Books Help Financial Advisors Gain Clients? Only if Marketed Correctly! 23:27

7d ago23:27

23:27

In this episode, we speak with Paul G. McManus, Book Author, and Founder of MCMF Publishing. We went over how books can be a marketing concept that financial advisors should consider. Also, how to use the book to market to the segment you want to attract. We also spent some time going over how to use LinkedIn effectivity to market yourself and get …

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For Advisor By Advisors - Interview Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James - Do You Work with Who You Enjoy Working With? How one Advisor is Finding Growth! 24:33

1M ago24:33

24:33

In this episode, we chat with Bob Alger, Branch Manager and Financial Advisor, Alger Financial, Raymond James. We speak on a variety of things like why to leave Edward Jones. Also, why choose Raymond James for Independence? Bob also spoke to us from his journey as a brand new advisor to one who is producing over 3 million in revenue. Hope you enjoy…

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#47 – Bulk Editing 57:39

1M ago57:39

57:39

Summary The conversation covers a wide range of topics related to new technology in the book space, including hardware, open source development, and the implementation of bulk edit mode. The discussion also delves into the challenges and considerations of open sourcing a network like Hardcover. The conversation transitions from discussing new techn…

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#46 - Ross From Hardy's Books 1:09:44

1M ago1:09:44

1:09:44

Summary Ross and Laura from Hardee's Books share their journey of turning their book-buying obsession into a thriving business. They discuss their passion for fantasy and sci-fi, their commitment to donating 20% of their profits to charity, and their dream of opening a physical bookshop. They also talk about their YouTube channel and the challenges…

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For Advisors By Advisors Interview with David Ogman, Wealth Advisor, Fortuna Wealth - Pros and Cons of Opening your Own Office vs. Joining a Turnkey Model 24:20

2M ago24:20

24:20

In this episode, we speak with David Ogman, Wealth Advisor with Fortuna Wealth. We speak about many issues including making the switch from Financial Advisor to Banker and then taking the big step back to Financial Advisor. We also spoke about why an advisor that considers themselves a “rainmaker” might be better off joining an existing office whil…

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#45 - Stats & New Readers 1:04:58

2M ago1:04:58

1:04:58

Summary The conversation revolves around the revamping of the stats feature in Hardcover. The hosts discuss the need for a more flexible and customizable date range selection for the stats. They explore different options for implementing this, including a dropdown menu with predefined date ranges and a custom date range selector. They also consider…

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#44 - Priorities 59:44

2M ago59:44

59:44

Summary Adam and Ste discuss their upcoming plans, including attending a music festival and watching Eurovision. They also talk about recent updates to Hardcover, such as the release of letter lists and the focus on server-side rendering. They discuss the company's priorities for the year, including reaching profitability, open sourcing the front e…

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#43 - Dashboard Widgets 1:03:42

3M ago1:03:42

1:03:42

Summary Adam and Ste discuss their recent activities and then dive into designing widgets for the Hardcover app's dashboard. They explore different options for displaying the 'currently reading' widget, including the possibility of a carousel-like feature. They also discuss the idea of customizable settings for each widget, such as the ability to t…

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#42 - Book Cards 1:05:39

3M ago1:05:39

1:05:39

Summary Adam and Ste discuss their recent trips to South Korea and Romania, respectively. They talk about their experiences, including hiking, exploring local markets, and enjoying the cherry blossoms. They also discuss updates to the card design for lists on Hardcover, specifically focusing on adding reasons for adding books to a list. They explor…

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For Advisor By Advisors - Interview with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. - Is a Corporate Trustee Better then a Named Individual? One Expert Weighs In! 28:56

3M ago28:56

28:56

In this episode, we speak with Chris Fluehr, Trust Consultant, Raymond James Trust, N.A. We talk about a variety of issues such as should clients name an individual or a corporate trustee. When does it make sense to use one another? We also talk about the freedom independents have in using different corporate trustee. We also spoke about when a fin…

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#41 - List Progress 1:06:14

3M ago1:06:14

1:06:14

Summary In this conversation, Adam and Ste discuss various topics including their upcoming trip to Korea, the progress of open sourcing Hardcover, and the new design for the list page. They also talk about bulk editing and filters, as well as sorting and pagination options. Overall, they are excited about the future developments of Hardcover and th…

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#40 - Table, Card and Shelf View 58:49

4M ago58:49

58:49

Summary In this conversation, Adam and Ste discuss recent events in their neighborhood, including a shooting and stabbing incident. They then move on to discuss updates on Car Cover, including the ability to edit authors and set author avatars. They also discuss the upcoming list page updates, including the table view and column customization. They…

1
#39 - Book Discovery 58:11

4M ago58:11

58:11

Summary In this conversation, Adam and Ste discuss personal updates, including playing a new board game and watching the movie Dune. They also share work updates, such as new team members joining and designing new features. The conversation then shifts to implementing a banned users feature and the challenges of book discovery on the platform. They…

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#38 – The New & Improved List page 57:13

4M ago57:13

57:13

Summary The conversation focuses on improving the list page on Hardcover. The hosts discuss the results from the State of Hardcover survey and identify easy wins based on user feedback. They emphasize the importance of the list page and its presence throughout the site. The conversation explores different views for lists and the options for sorting…

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For Advisor By Advisors - Interview with Jon Anik, Lead Play by Play Commentator for the UFC and Host of the Anik and Florian Podcast - When Did You Catch Your Big Break? Jon Anik Shares His! 28:05

4M ago28:05

28:05

In this episode we talk with Jon Anik, Lead Play by Play Commentator for the UFC and Host of the Anik and Florian Podcast. We talked about Jon's start in the business, to advancing to the UFC, and then becoming the lead play by play. We talk the gambit from how Jon found out he was in the lead spot to what a day working with Joe Rogan is like. We a…

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#37 - State of Hardcover Survey Results 1:00:04

4M ago1:00:04

1:00:04

Summary In this conversation, Adam and Ste discuss their personal updates, including recent trips and work progress. They talk about the challenges of being sick while traveling and the excitement of upcoming trips. They also discuss bug fixes and time management in their work on Hardcover. The conversation then shifts to the integration with Disco…

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#36 - Reading Journals Part 2 1:07:01

4M ago1:07:01

1:07:01

Summary In this conversation, Adam and Ste discuss their initial impressions of the Apple Vision Pro and its potential use cases. They explore the challenges of typing and using the keyboard in a virtual reality environment. They also discuss the comfort and health considerations of using the device for extended periods. The conversation then shift…

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#35 - Reading Journals 1:01:16

4M ago1:01:16

1:01:16

Summary In this conversation, Adam and Ste discuss their experiences at the Sundance Film Festival and share their thoughts on the TV series Fargo. They also talk about the Hardcover survey and the upcoming Reading Journey feature. They brainstorm different post types for the reading journal, including notes, quotes, and location. They discuss priv…

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For Advisor By Advisors - Interview with M Scott Brown, Founder of Edgewater Family Wealth - When does it Make Sense for a Financial Advisor to Manage Assets Internally? One Expert Weighs In! 25:12

4M ago25:12

25:12

In this episode we talk with M Scott Brown, Founder of Edgewater Family Wealth. We talk about all things financial advisor such as growing at scale, building a team, and the right way to manage clients. We talk about Scott’s history in the business from a newbie advisor to one of the top advisors in the country. Scott shares his story and how he li…

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For Advisor By Advisors - Interview with Elan Moas, Author & Universal Life Insurance Whistleblower - Will the Universal Life Policies Written in the Past Blow Up? One Whistleblower Explains! 41:29

5M ago41:29

41:29

In this episode, we have Noah Wills of Fortuna Wealth fill in for Evan J Mayer in the host chair. He sits down with Elan Moas, Author & Universal Life Insurance Whistleblower. They went over the industry known problem of insurance policies, mostly universal life policies, being sold years ago with hypotheticals that didn’t hold up when rates went d…

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#34 - State of Hardcover 59:11

5M ago59:11

59:11

Summary In this conversation, Adam and Ste discuss the upcoming State of the Hardcover survey and how to prioritize new features based on user feedback. They review the results of previous surveys and identify the most important features requested by users, such as improved book discovery, stats and graphs about reading history, a mobile app, and b…

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For Advisor By Advisors - Interview with Jacob Turner, Co-Founder, Moment Private Wealth - How One Retired Professional Athlete Turned into a Great Financial Advisor! 24:45

5M ago24:45

24:45

In this episode, we talk with Jacob Turner, Co-Founder, Moment Private Wealth. Jacob was once a major league baseball player for 11 seasons. Since then, he has found his new passion as a financial advisor. Jacob talks about what it was like educating himself in finance to finding the next thing that drives him like baseball did. He is growing a thr…

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#33 - Apply to Librarian Program 59:50

6M ago59:50

59:50

Adam & Ste discuss the new "Apply to be a Librarian" page, new tools released this week for librarians and more takeaways from last weeks chat with Jeff.By Adam Fortuna & Stelian Dobrescu

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For Advisor By Advisors - Interview with Thomas Kopelman, Co-Founder & Financial Planner at AllStreet Wealth - Why Financial Advisors Should Use Social Media and Start a Podcast. 29:33

6M ago29:33

29:33

In this episode, we talk with Thomas Kopelman, Co-Founder & Financial Planner at AllStreet Wealth. We go over his new growing practice and how he is finding huge success using his podcast and social media presence to create new business. We also go over how his practice charges today and what they expect that to change to in the future. Tom took hi…

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#32 - Librarian Tools 55:53

6M ago55:53

55:53

Summary In this conversation, Adam and Jeff discuss Jeff's reading habits, including his use of audiobooks and Kindle text-to-speech. They also talk about the challenges of reviewing advanced reader copies and avoiding spoilers. Jeff shares his insights on librarian tools and the importance of adding genres and other book data. They discuss the pot…

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#31 - The Future of Hardcover Live 57:26

6M ago57:26

57:26

Summary In this episode, Adam and Ste catch up after the holidays and discuss the recent launch of Year in Books. They also brainstorm ideas for the future of Hardcover Live, including bringing on guests from the book community and exploring different formats. They consider the length of each episode and the possibility of having community members …

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For Advisor By Advisors - Adam Schwartz, Director of Philanthropy, American Cancer Society - Is Charitable Giving a Want for You? How About Using a Donor Advised Fund! 29:39

6M ago29:39

29:39

In this episode, we talk with Adam Schwartz, Director of Philanthropy, American Cancer Society. We spoke about his start as a financial advisor and the difference from working at a smaller, regional bank to working inside of a massive bank and the pros and cons of each. We also spoke about Adam’s journey to leaving the business in going into a char…

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For Advisor By Advisors - Interview with Tom Henske, CFP, Founder, Total Cents - Is Sunsetting your Practice Worth it? What One Industry Veteran Thinks! 23:33

7M ago23:33

23:33

In this episode, we talk with Tom Henske, CFP, Founder, Total Cents. We went over Sunsetting from the business and what the future holds for Tom going forward. We went over his career in the business and discussed what newer advisors should consider. We also spent time going over the work Tom is doing to educate families on financial planning and a…

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For Advisors By Advisors - Interview with Philip Waxelbaum, Founder and Principal at Masada Consulting, LLC - When a Financial Advisor Leaves Firms, Arbitration Can Happen! One Expert Weighs In! 27:39

7M ago27:39

27:39

In this episode, we speak with Philip Waxelbaum, Founder and Principal at Masada Consulting, LLC. We go over his history in the business, how the business has changed, and where advisors are going now a days. As an expert witness in arbitration cases, we went over some great stories of Advisors leaving the right and wrong way. We also went over suc…

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#30 - Book List Redesign 1:15:01

7M ago1:15:01

1:15:01

Summary The conversation focuses on improving the navigation and user experience of the list feature on Hardcover. They discuss options for navigation, including using drop-down menus and tabs. They also explore the possibility of adding discussions to the list feature. The conversation then moves on to filtering and sorting options for lists, cons…

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For Advisor By Advisors - Interview with Matt Landon, Interim CEO, Semmax Financial Group - How Often Should Financial Advisors Analyze Their Business Model? One New CEO Weighs In! 24:10

7M ago24:10

24:10

In this episode, we speak with Matt Landon, Interim CEO, Semmax Financial Group. We go over a wide array of topics like what it is like to just get licensed 6 years ago and then hop into the CEO role. We also speak about the experience that you get from having a mentor is so key to financial advisors success. We also spoke about how Matt’s company …

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For Advisor By Advisors - Interview with Corey Walen, Managing Partner at Bridgemark Strategies - What Channels are Right for Financial Advisors? One Expert Weighs In! 30:47

7M ago30:47

30:47

In this episode, we speak with Corey Walen, Managing Partner at Bridgemark Strategies. We went over a variety of topics from compensation on the firms recruiting to where the trends are going on where advisors land. We also spent time going over the dynamics in teams coming over and what that looks like on what channels they choose. Corey is well k…

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#29 - Year in Books Sections 1:12:34

8M ago1:12:34

1:12:34

Summary The conversation covers topics such as Thanksgiving leftovers, the Dragonsteel conference, book release dates, feed customization, the Brandon Sanderson convention, curiosity about book releases, fastest readers and badges, customizing the feed, and reviewing the 2023 year in books. In this conversation, Adam and Ste discuss finalizing the …

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#28 - Year in Books Top 10 Lists 1:02:07

8M ago1:02:07

1:02:07

Summary In this conversation, Ste and Adam discuss the design of the book review page for Hardcover. They explore different layouts and arrangements for showcasing the most read books of the year, as well as the top rated books. They also discuss the possibility of featuring a single book at a time to give it more prominence. The conversation concl…

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#27 - The Hardcover 2023 Year in Books 1:16:06

8M ago1:16:06

1:16:06

Summary The conversation covers various topics including time zones, a quiet week, working on the discussions prototype, feedback on the prototype, redesigning the feed, future plans for discussions, starting the urine review design, adding navigation and logo, designing the header section, designing the section cards, designing the most read books…

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For Advisor By Advisors - Interview with Andy Panko, CFP®, RICP®, EA, Practitioner and Educator of Tax-Efficient Retirement Planning & Investment Management - Should Financial Advisors use the Flat Fee ... 29:34

8M ago29:34

29:34

In this episode, we speak with Andy Panko, CFP®, RICP®, EA, Practitioner and Educator of Tax-Efficient Retirement Planning & Investment Management. We talk with Andy about in just 3 years, he grew his practice extensively using the flat fee approach. We also discussed his views on how other advisors charge and what he feels is most appropriate. We …

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#26 - Book Discussion Filtering, Sorting and Creation 1:11:27

9M ago1:11:27

1:11:27

Summary The conversation covers fall activities, hiking in Salt Lake City, playing Baldur's Gate 3, updates on the discussions feature, privacy settings, sorting and filtering options, and improving the filter icon. The conversation covers various topics related to the design and functionality of a book discussion platform. They discuss using SVGs,…

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#25 - Threaded Discussions 1:04:05

9M ago1:04:05

1:04:05

Summary The conversation covers various topics including weather, website traffic, connecting authors and readers, book launches, and discussion design considerations. The conversation explores various aspects of comment functionality, including rich markup and the ability to link to other entities. It also discusses nested discussions, reply optio…

1
#24 - ProductHunt Launch & Homepage Redesign 55:59

10M ago55:59

55:59

Summary The conversation covers updates on personal life, language learning, attending a comic book convention, and analyzing movie relationships. They discuss the planning and updates for the hardcover launch, including homepage changes and the inclusion of match percentage and featured prompts. The importance of trust and data export is addressed…

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Interview with Matthew Jarvis, Co-Founder of The Perfect RIA. - Taking Over a Financial Advisors Practice? Here Is What One Expert Thinks! 27:19

10M ago27:19

27:19

In this episode, we talk with Matthew Jarvis, Co-Founder of The Perfect RIA. We go over Matthew’s time in the business, from starting out with his father, to how during the 2008 crises his world changed, and he decided to go all in on “change”. We also discuss Matthew’s podcast and outside ventures helping financial advisors excel. We also spoke ab…

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#23 - Mind Mapping Discussions 1:35:36

10M ago1:35:36

1:35:36

Summary In this conversation, Adam and Ste discuss the importance of work-life balance and their recent weekends. They provide updates on Hardcover's product launch and discuss improvements to the homepage. They also explore grassroots marketing ideas and brainstorm merchandise for the brand. The challenges of indie authorship and the potential of …

1
#22 - Homepage Redesign & Accounts 1:05:14

10M ago1:05:14

1:05:14

Summary In this conversation, Adam and Ste discuss various topics including Halloween, personal updates, and the progress of Hardcover. They also talk about marketing strategies, user feedback, and the challenges of building a book tracking platform. The conversation concludes with a discussion about the size of the database and the number of books…

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#21 - Discussion Social Proof & Popularity 1:18:28

10M ago1:18:28

1:18:28

Summary The conversation covers various topics including weather, updates on projects, COVID-19, the discussions feature in Hardcover, improving user profiles, quotes and links, and the editor and customization. Takeaways The weather and personal updates set the context for the conversation. Hardcover has released a big update and is working on imp…

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#20 - Discussion Types (Polls, Quotes, Images, etc) 1:40:54

11M ago1:40:54

1:40:54

Summary The conversation covers personal updates, sinus surgery, using Chat GPT for medical diagnosis, the release of new features on Hardcover, positive feedback on the updates, planning and designing the discussions feature, exploring different post types for discussions, and balancing structured and open discussions. The chapters delve into each…

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For Advisor By Advisors - Interview with Anthony R. Ruffalo, CFP®, Owner and Founder of Ruffalo Wealth Management - What do Financial Advisors Ask Themselves? Here is one Advisors Questions to Others ... 25:28

11M ago25:28

25:28

In this episode, we speak with Anthony R. Ruffalo, CFP®, Owner and Founder of Ruffalo Wealth Management. This is a two-part episode in which we dive into questions that Anthony has for other financial advisors and how he feels on these topics. I give my points of view on them, and Anthony delivers with his thoughts. We broke this podcast into two d…

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For Advisor By Advisors - Interview with Anthony R. Ruffalo, CFP®, Owner and Founder of Ruffalo Wealth Management - What do Financial Advisors Ask Themselves? Here is one Advisors Questions to Others ... 29:46

11M ago29:46

29:46

In this episode, we speak with Anthony R. Ruffalo, CFP®, Owner and Founder of Ruffalo Wealth Management. This is a two-part episode in which we dive into questions that Anthony has for other financial advisors and how he feels on these topics. I give my points of view on them, and Anthony delivers with his thoughts. We broke this podcast into two d…

1
#19 - Mobile Discussions 1:08:36

11M ago1:08:36

1:08:36

Summary The conversation covers topics such as parenting routines, CrossFit, attending a Smashing Pumpkins concert, the TV show 'The Bear', updates on the Hardcover platform, adding a 'Trending' section, discussions, and moderation and reporting. The conversation explores various strategies to address moderation and user behavior issues in discussi…

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