Category: financial advisor communication

(Ep. 48) How Narrative Momentum Predicts Market Shifts Before the Data | Ronnie Sadka
(Ep. 48) How Narrative Momentum Predicts Market Shifts Before the Data | Ronnie Sadka

(Ep. 48) How Narrative Momentum Predicts Market Shifts Before the Data | Ronnie Sadka

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In Episode 48 of Ideas by Mike podcast, Mike Milligan, CFP sat down with Ronnie Sadka, Chair of the Finance Department at Boston College and co-founder of MKT MediaStats. We dove deep into a fascinating concept he calls “Narrative Momentum.”

We humans have bounded rationality—we simply cannot process the millions of articles, tweets, and news stories published every single day. Because of this, the market often underreacts to a narrative as it slowly gains traction.

Ronnie’s research uses technology to systematically analyze these narratives, identify which topics are gaining momentum, and correlate them with asset class returns.

It’s not about guessing what the next big thing will be; it’s about systematically measuring what the world is already talking about, and positioning your portfolio accordingly.

In this episode, we cover:

  • How “Narrative Momentum” differs from traditional price momentum.
  • The danger of the “trampoline effect” (why buying the dip isn’t always smart).
  • How technology is bridging the gap between academic theory and actionable trading strategies.

If you want to understand how the flow of information is actively moving markets, you need to hear Ronnie break this down.

Watch the full episode here: YouTube Link

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3 Communication Mistakes Financial Advisors Make (And How To Fix Them) | Deirdre Van Nest
(Ep. 47) 3 Communication Mistakes Financial Advisors Make (And How To Fix Them) | Deirdre Van Nest

(Ep. 47) 3 Communication Mistakes Financial Advisors Make (And How To Fix Them) | Deirdre Van Nest

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Cut through the “sea of sameness” in financial advice by using communication as your competitive edge. In this episode of Ideas by Mike (Ep. 47), Mike Milligan, CFP, talks with communication expert Deirdre Van Ness about the three common mistakes advisors make, why effective speaking starts with strong content and emotional resonance, and how AI and gender dynamics are shaping the industry. 

Main points: three advisor mistakes, content-first speaking, emotional connection, AI’s role, fewer women in finance.

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Episode Summary: This episode of Ideas by Mike features Deirdre Van Ness discussing how financial advisors can escape the “sea of sameness” through powerful communication.

Main Topics:

  • The Power of Communication: Using communication as a “superpower” to build trust and influence.
  • Three Communication Mistakes: Avoiding common pitfalls by treating every conversation as a leadership audition.
  • Human-AI Collaboration: Leveraging AI for efficiency while using the human element to customize the Final Output.

To learn more about us, visit www.1oakfinancial.com   |  Don’t forget to subscribe to our YouTube Channel for latest updates!

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