Untamed Ethos

The Must-Have Financial Advisor Tech for 2025

Financial Advisor

The financial advisory industry is undergoing rapid technological change, with AI-driven tools, alternative investments, and social-driven platforms reshaping the landscape. With rapid advancements in fintech, advisors are under increasing pressure to integrate cutting-edge technology into their practice. But with so many options, which tools are truly game-changing, and which are overhyped? A critical resource…

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Latest

Articles
The Emotional Side of Money: Transforming Client Conversations with Financial Therapy

For years, financial advisors have focused on logic, strategy, and data to guide their clients. Yet, as the field of behavioral finance evolves, a key truth has emerged: managing money isn’t just about numbers—it’s deeply emotional. For most people, financial decisions are influenced by emotions — not logic. With this in mind, advisors are beginning…

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Articles
Sweet Niche Success: Lessons in Transitions & Gingerbread from a Crafty Marketer

Transitioning into a niche market can feel daunting, but for businesses looking to carve out a unique identity, it often proves transformative. Niche success requires precision, creativity, and strategic thinking—traits that Grier Rubeling, the founder of Advisor Transition Services, has perfected. With the holidays approaching and gingerbread house contests in full swing, Grier’s approach…

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Articles
Mental Health Trends: AI, Medication, Education, Workplace… and Animation

The landscape of mental health, particularly among younger generations, is shifting dramatically. Recent statistics reveal an alarming rise in mental health disorders among adolescents, with 20 percent of children and young people aged three to 17 in the United States experiencing significant mental health challenges. Similarly, in the UK, 20 percent of youth reported…

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Business Services
Episode #24: JPMorgan Insider Tells All: The Hidden Damage Big Banks Do to Investors

How much damage can big banks do to investors? To hear it from a JPMorgan insider, it’s the hidden stuff that hurts the most. In the latest episode of Untamed Ethos, hosted by Dr. Joshua Wilson, listeners and viewers are privy to an unflinchingly candid discussion with Robert M. Mennella, the author of “Heavily…

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Business Services
Crisis to Comeback: Wall Street’s Counselors and Cleanup Crews with Peter Mosley

In the ever-evolving landscape of Wall Street, where does the line between survival and downfall lie for companies facing financial turmoil; is restructuring financial distress possible? If so, who are the saviors of Wall Street’s financial messes, the cleanup crews that tidy things up? These questions form the crux of the discussion on this…

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Business Services
How Worldview Shapes Financial Decisions: Unveiling Behavioral Finance Insights

Untamed Ethos, hosted by Joshua Wilson of United Ethos Wealth Partners, examines the philosophical roots of financial decision-making, offering insights into behavioral finance. This episode features expert Robert E. Brooks, Ph.D., CFA, a Professor Emeritus at The University of Alabama, discussing how worldviews and upbringing influence financial choices. Dr. Brooks, known for his work…

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Latest

Robin Goldsmith
Interview with Robin Goldsmith
March 1, 2025

At ViVE 2025, Panda Health’s Jason Taylor and Verizon Healthcare’s Robin Goldsmith dive into the future of AI in healthcare, exploring how ambient technology is revolutionizing workflows for clinicians and improving patient experiences. A dynamic conversation not to be missed!

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From Control to Community: Why Big Brands Struggle with UGC
From Control to Community: Why Big Brands Struggle with UGC
February 27, 2025

In this episode of UGC for B2B, host Alice Iversen sits down with Bridget Benedetti, a former MarketScale client turned Digital Media Strategist, to discuss the massive shift from traditional marketing to an authentic, user-generated approach. Bridget shares her firsthand experience of watching MarketScale evolve from a content provider into a full-fledged UGC-driven powerhouse—one…

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AI in Video Storytelling
AI and The Future of Video Storytelling
February 27, 2025

In this episode of The Marketing AI SparkCast, Aby Varma, founder of Spark Novus, sits down with Piyush Saggi, co-founder and CEO of Parmonic, to discuss AI’s impact on video storytelling. They explore AI’s role in video transformation, storytelling challenges, and how brands can balance automation with authenticity. Topics Covered * The Rise of…

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Content strategy
The Right Content Strategy for Businesses: Why the Focus Should be on Data-Driven, Relevant Content
February 27, 2025

Business leaders navigate an overwhelming amount of marketing trends, insights, and data daily, often struggling to determine what truly builds trust and engagement. While many brands focus on educational content, research suggests that buyers are more likely to engage with content that offers industry insights, expert perspectives, and authenticity. Trust has become a key…

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Other Untamed Ethos Articles
Reshaping Research: How Conflicting Scientific Perspectives Unlock Deeper Insights
December 28, 2023

How can the convergence of conflicting scientific perspectives foster a more comprehensive understanding in research and academia, especially in an era where political and personal biases often cloud objective analysis? This question becomes increasingly relevant as we navigate the complex landscape of modern science and academia. Dr. Cory Clark serves as the Executive Director…

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Gender Bias in Academia and Society: Insights and Challenges
December 14, 2023

How does the pursuit of truth in academia and society navigate the complex terrain of gender bias, censorship, and the evolving dynamics of power and perception? In the latest episode of the Untamed Ethos Podcast, host Joshua Wilson, founder of United Ethos Wealth Partners, engages in a thought-provoking conversation with Dr. Corey Clark, a…

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Unraveling Ethical & Economic Paradigms: JP Morgan, Epstein, Eric Stewart, and Ibram X. Kendi
October 2, 2023

Recently, controversial affiliations and questionable economic paradigms surrounding the ethical practices of major financial institutions have made headlines. JPMorgan Chase, whose entanglements with the late financier Jeffrey Epstein led to a $75 million settlement in a sex trafficking lawsuit, rekindles the debate on the integrity of mammoth financial entities. In light of a climate…

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The Silent Takeover: How Three Financial Titans Redefine Rules of Wealth
September 8, 2023

In today’s rapidly evolving financial landscape, three colossal financial titans have emerged, leading a silent revolution and wielding unparalleled influence over the global wealth distribution. Why, in an era of decentralization and democratization, are we witnessing such a stark concentration of financial power? A recent study revealed that these three titans now control a…

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Creating Culture Change and Authentic Community: The New Financial Frontier
August 17, 2023

In today’s rapidly evolving financial landscape, the importance of fostering a thriving community and driving culture change cannot be overstated. As we navigate the complexities of the modern financial world, the role of authentic community engagement becomes paramount. Why is this shift towards community-centric finance happening now? Recent studies indicate that companies with a…

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The Power of Inquiry: How to Ask Better Questions in Finance
August 3, 2023

Welcome to another episode of the Untamed Ethos podcast, hosted by Joshua Wilson, Founder at United Ethos Wealth Partners. In this episode, we delve into the intriguing topic of “The Power of Inquiry: How to Ask Better Questions in Finance.” Joining us are esteemed guests Dr. Russell Rhoads, Clinical Associate Professor at Indiana University School of…

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Does Barbie Push a “Woke” Agenda? Exploring Current Cinematic Themes and the Stock Market
July 26, 2023

As we reflect on the Barbie Universe with Mattel’s recently released movie, it’s an era where the lines between children’s movies and adult humor blur, giving rise to discussions on whether contemporary cinema is pushing boundaries too far or simply evolving with the times. Recent research from the Motion Picture Association suggests that modern…

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From Botany to Bridgewater: Behind the Numbers with Unlimited Funds’ Bob Elliott
July 20, 2023

For a better perspective on the U.S. economy, looking behind the numbers for a proper understanding of where things stand is helpful. As Americans grapple with the shifting dynamics of its economy, a new narrative has emerged, challenging the collective understanding of where the economic heartbeat of our nation truly resides. People have grown…

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BlackRock, Big Banks, and Social Media Wars: A Comprehensive Look at DE&I and ESG Practices, Threads’ Battle with Twitter, and the Earnings of JPMorgan, Citigroup, and Wells Fargo
July 14, 2023

DE&I, ESG practices, social media wars, and recent earnings of financial giants such as JPMorgan, Citigroup, and Wells Fargo create a vortex of activity ripe for discussion. In a world where social media platforms are battling for supremacy and big banks are releasing their earnings, the conversation around Diversity, Equity, and Inclusion (DE&I) and…

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