{"podcast":{"title":"Modern Financial Advisor","slug":"modern-financial-advisor-12900","podcast_index_feed_id":12900,"rss_url":"https://feed.pod.co/modern-financial-advisor","website_url":"https://www.finservmarketing.com/","image_url":"https://images.pod.co/8x4PfX-LYRR0VEVeLC9AmbL8PTMvi4_Uqyb2GuoR4g4/resize:fill:1500:1500/plain/artwork/b380d32d-f21d-406c-a8fb-eb567220e653/modern-financial-advisor.jpg","author":"finservMarketing","episode_count":147,"summary":"The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.","last_synced_at":"2026-06-05T06:20:02.656941+00:00","page_url":"https://stenobird.com/podcast/modern-financial-advisor-12900"},"episode":{"title":"How Behavioral Portfolio Management and Honest Communication Can Transform Client Relationships","slug":"how-behavioral-portfolio-management-and-honest-communication-can-transform-client-relationships","published_at":"2025-05-14T07:00:24+00:00","page_url":"https://stenobird.com/podcast/modern-financial-advisor-12900/how-behavioral-portfolio-management-and-honest-communication-can-transform-client-relationships","show_page_url":"https://stenobird.com/podcast/modern-financial-advisor-12900","url":"https://www.finservmarketing.com/modern-financial-advisor-podcast/how-behavioral-portfolio-management-and-honest-communication-can-transform-client-relationships","audio_url":"https://downloads.pod.co/e5e5f269-66e4-459e-bed8-3a9095c29a74/f274de4b-2eda-4930-930b-23f7f6295083.mp3","summary":"In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Felipe Toews , CEO of Toews Asset Management and author of ' The Behavioral Portfolio: Managing Portfolios and Investor Behavior in a Complex Economy .' Delve into the intricacies of behavioral finance, market timing challenges, and the crucial role of effective advisor-client communication. Discover why Felipe believes that traditional portfolio management strategies might be leading advisors and clients astray, especially when considering unexpected market scenarios and significant losses. This episode offers valuable perspectives on educating investors and rethinking portfolio construction to better navigate a complex economic landscape. Don't miss this insightful discussion that could transform how you communicate with your clients and approach portfolio management. Chapters: 00:00 Understanding Economic Perceptions 00:45 Introduction to the Podcast 02:12 Guest Introduction: Felipe Toews 03:54 Behavioral Finance 101 07:47 Challenges in Market Timing 14:40 The Importance of Proactive Communication 21:20 Historical Market Analysis 27:44 Economic Growth and Inflation Challenges 29:25 Behavioral Portfolio Design 31:40 Critique of Traditional Investment Strategies 33:39 Adapting to Market Changes 36:22 Addressing Investor Behavior 44:12 Crypto and Speculative Investments 49:29 Future Economic Risks and Portfolio Strategies 55:44 Conclusion and Final Thoughts","meta_description":"In this episode of the Modern Financial Advisor Podcast, host Mike Langford engages in a thought-provoking conversation with Felipe Toews , CEO of Toews A…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3457,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/modern-financial-advisor-12900/episodes/how-behavioral-portfolio-management-and-honest-communication-can-transform-client-relationships/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/modern-financial-advisor-12900/how-behavioral-portfolio-management-and-honest-communication-can-transform-client-relationships.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}