Podcasts about advisors

“A good man leaves an inheritance to his children's children…” - Proverbs 13:22That verse teaches that a life of faithful stewardship will enable you to leave something of great value to your heirs. How you do it can impact future generations. Jeanne McMains joins us today to talk about “intentional inheritance.” Jeanne McMains has been a practicing attorney in estate planning, business succession, and non-profits since 1995. She currently serves as the Vice President of Gift Planning with The National Christian Foundation (NCF), where she assists families nationwide with achieving their charitable gift-planning goals.What Is an Intentional Inheritance?An intentional inheritance is more than the distribution of wealth. It's a prayerful, purposeful plan for shaping the lives of those who will receive what we leave behind. Inheritance is one of the most significant stewardship decisions we make. It's not just about how much but how—and why—we give.This perspective calls for a deep shift. Before passing on wealth, we must first pass on wisdom. Otherwise, unmanaged or misunderstood wealth can do more harm than good.Start with Prayerful IntrospectionAsk yourself: What role does wealth play in my life? Reframe your mindset around money—not as a measure of success or security but as a tool for Kingdom work. Wealth is an entrustment from God, not an end in itself. That means laying it down at the cross daily, asking the Lord to help us steward it with humility and grace.Three Types of InheritanceTo simplify this big task, here are three kinds of inheritance every Christian family should consider:1. Inheritance to SpendThis is the traditional kind of inheritance—resources intended to provide opportunities, experiences, and essentials. Think of it as financial fuel to help your heirs live productive, content lives. But maturity matters. Consider using this inheritance to fund training, travel, or education before a large transfer, especially if the heir is still developing financial literacy or spiritual maturity.2. Inheritance to ShapeThis is where legacy comes to life. Instead of simply giving money, consider shaping character through shared experiences—like mission trips, retreats, or projects that reflect your family's values.3. Inheritance to ShareWe're blessed to be a blessing. Set aside a portion of your estate to fuel generosity in the next generation. This might include donor-advised funds, charitable trusts, or other giving vehicles your heirs can use to support ministries or causes close to their hearts. This is how we teach our children to reflect God's love through giving.Practical Steps to Craft an Intentional InheritanceHere are four foundational steps to take:1. Engage in Open DialogueTalk with your heirs about the purpose behind the inheritance. Focus less on how much and more on why. Share your values, your heart for the Kingdom, and how you hope the inheritance will be used to bless others. This conversation builds trust, understanding, and spiritual alignment.It's not about dollars and zeros; it's about attitude, opportunity, and calling.2. Work with Faith-Aligned AdvisorsChoose financial and legal professionals who share your biblical worldview. Whether you're working with an estate attorney or a financial planner, the right team will help ensure your legacy is stewarded with wisdom and integrity. That's why we recommend connecting with a Certified Kingdom Advisor (CKA). To find one near you, visit FaithFi.com and click “Find a Professional.”3. Prepare Your HeirsDon't wait until the inheritance is distributed. Teach your heirs financial literacy and spiritual stewardship now. Let them stumble, learn, and grow while you're still here to mentor and encourage them.4. Use Strategic ToolsLeverage estate planning vehicles like wills, trusts, donor-advised funds, and charitable gift plans. These tools help ensure your assets are distributed in a way that promotes ongoing generosity and reflects your commitment to faithful living.Even well-meaning inheritances can lead to confusion, entitlement, or spiritual drift without intentional planning. But with prayer, purpose, and preparation, your legacy can be a launching pad for generations of Kingdom impact.Want to learn more?Explore practical tools and gospel-centered resources at NCFgiving.com to help you build a legacy of generosity and faith. To read Jeanne's full article, “Intentional Inheritance: Crafting a Faithful Legacy for Future Generations,” become a FaithFi Partner with a monthly gift of $35 or an annual gift of $400 at FaithFi.com/give.On Today's Program, Rob Answers Listener Questions:I'm nervous about retiring in the next year and a half. I have a 457 retirement account with the state of Ohio, and I'm worried about the current economy. Should I move all my investments into stable value to protect what I've got while the economy is in flux?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineNational Christian Foundation (NCF)Experiencing God: Knowing and Doing the Will of God by Henry Blackaby, Richard Blackaby, and Claude V. KingWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

#180 Podcast Episode SummaryEpisode Title: Work Hard. Care Even Harder. The John Harper BlueprintGuest: John Harper, Co-Founder & President, Global Hotel AdvisorsHost: Bart Berkey, Founder of Most People Don't, LLCIn this deeply personal and inspiring episode, Bart reconnects with longtime friend and hospitality icon John Harper—a man whose leadership legacy stretches from early Hyatt days to key executive roles at The Ritz-Carlton and Marriott International, and now, as co-founder of Global Hotel Advisors.The conversation dives into the heart of what makes a leader truly respected: humility, adaptability, emotional intelligence, and a relentless drive to serve others. John shares not only leadership tactics but life lessons—from his father's immigrant story to coaching soccer, mentoring teams, and making the leap from corporate to entrepreneurship with purpose.Be the person who clears off someone else's windshield.– A snowstorm story from the early Hyatt days becomes a defining example of unprompted kindness and servant leadership.Work hard. Care harder.– John's drive came from his father's example: hustle paired with the ability to “turn it off” and be present with family. It's about intensity matched with balance.Great leaders adapt to their team—not just expect the team to adapt to them.– Success comes from meeting people where they are and building trust, not commanding compliance.Leadership is earned, not assigned.– Titles don't make people follow you. Trust, protection, and empowerment do.Operational excellence requires curiosity.– John's secret to growing was listening deeply—even in meetings where his own role wasn't central. Every detail, even chillers and boiler redundancy, became useful knowledge later.Push for the piano.– A wild idea to put a pianist at the Reagan airport gate taught John the importance of creating moments of luxury—and of not giving up too soon on big ideas.Sometimes, the boldest career move is the personal one.– Leaving Marriott wasn't driven by dissatisfaction—it was about personal alignment, balance, and doing what he always dreamed of.Service excellence starts with culture.– No matter the building, brand, or design, it's the people who make the guest write the thank-you letter. Invest in them.“Most people don't take advantage of what's happening around them. But if you stay curious, if you observe, you can grow faster than you ever imagined.”More about https://globalhoteladvisors.comConnect with John Harper here: https://www.linkedin.com/in/john-harper-8571804/Additional stories about PEOPLE THAT DO... https://mostpeopledont.com

On Day 2 of Advisor Talk live from IGNITE, Frank LaRosa is joined by Brian Mora, Senior Vice President at Ameriprise, for a powerful conversation on leadership, advisor growth, and the evolving expectations in today's wealth management landscape. From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to lead with purpose. Tune in for behind-the-scenes insights from the IGNITE conference floor.

In this April 2025 edition of the Trending Report, we'll address recent stock market volatility – especially what we've seen over the past couple weeks – and the importance of leaving emotion out of investing. Drawing on historical market data and behavioral economics, host Kevin Roskam reassures advisors and clients that market downturns are a normal part of cycles and highlights the value of active risk management strategies designed to avoid catastrophic losses, encouraging investors to stay focused on their long-term financial plans rather than reacting to short-term market fluctuations. The Trending Report is a monthly commentary series that explores topical trends taking place within the current market and economy. It aims to provide clarity and encourage Advisors and Investors as they navigate and make sense of current market conditions.  The ongoing battle between short term emotions and the commitment to long term investing is real. This series seeks to help Advisors and Investors focus their energy on long term success. Hosted and published by the investment professionals at USA Financial, each episode offers valuable commentary and analysis into various economic factors and market movements. By tuning in, our host breaks down complex topics into easy-to-understand information. Contact us: Phone (888) 444-0125 https://www.usafinancial.com/  https://www.facebook.com/usafinancial/  https://www.linkedin.com/company/usafinancial1/ Powered by USA Financial #usafinancial #trendingreport #thirdpartymoneymanager #financialadvisor #financialadviser #trackingtheeconomy #formulaicinvesting #smartinvesting #usafinancialtrendingreport

The Bulletin welcomes financial commentator and portfolio manager David Bahnsen to help us understand the ins and outs of tariffs. Find us on YouTube. Show notes: Everyone is talking about tariffs these days, but, should these conversations matter to you? In this episode of The Bulletin, Mike Cosper speaks with David Bahnsen, a respected financial commentator and portfolio manager, for a conversation about tariffs that cuts through the headline noise and brings clarity about their relevance for you as a consumer, a global citizen, and a Christian.  GO DEEPER WITH THE BULLETIN: Join the conversation at our Substack. Find us on YouTube. Rate and review the show in your podcast app of choice. ABOUT THE GUEST:  David Bahnsen is the managing partner and chief investment officer of The Bahnsen Group, a wealth management firm based in Newport Beach, California. Bahnsen has been named as one of Forbes Top 250 Advisors, Financial Times' Top 300 Advisors in America, and Barron's America's Top 1200 Advisors. He is also a faculty member of the Acton Institute and the host of National Review's Radio Free California Podcast.   ABOUT THE BULLETIN: The Bulletin is a weekly (and sometimes more!) current events show from Christianity Today hosted and moderated by Clarissa Moll, with senior commentary from Russell Moore (Christianity Today's editor in chief) and Mike Cosper (director, CT Media). Each week, the show explores current events and breaking news and shares a Christian perspective on issues that are shaping our world. We also offer special one-on-one conversations with writers, artists, and thought leaders whose impact on the world brings important significance to a Christian worldview, like Bono, Sharon McMahon, Harrison Scott Key, Frank Bruni, and more. The Bulletin listeners get 25% off CT. Go to https://orderct.com/THEBULLETIN to learn more. “The Bulletin” is a production of Christianity Today Producer: Clarissa Moll Associate Producer: Alexa Burke Editing and Mix: Kevin Morris Music: Dan Phelps Executive Producers: Erik Petrik and Mike Cosper Senior Producer: Matt Stevens The communication in this episode is provided for informational purposes only and expresses views of David Banhsen, an investment adviser. This does not constitute investment advice. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Show Notes:Our first episode with JC, recorded on 3.4.2021:https://blubrry.com/the_independent_advisors/74524717/the-independent-advisors-podcast-episode-87-interview-with-guest-co-host-jc-parets/

Osaic's Mananger of Technology Solutions Consulting, Mark Matheny, discusses the vital role of technology platforms to manage your financial clients. Mark gives excellent advice on handling life events using your CRM. Hear valuable instruction on using reminders, workflows, and customized templates. Learn how to best use tags and filters for segmentation.

Dr. Ben Friberg is back on the Growth in Dentistry podcast to share insights on practice management, culture, and leadership in dentistry. His practice achieves exceptional results with a small team while maintaining work-life balance. Listen in to this episode to see how!We discuss:Dr. Friberg's exceptional practice metrics, including a 90%+ hygiene reappointment rate and only 27 clinical hours per week while being able to take 7 weeks of vacation during the year and keep collections highThe importance of creating the culture of your practice and how accountability and clear expectations can make that betterMarketing tips to hone in onThe value of coaching and mentorship, community and peer learning...and more!For more opportunities to connect with Dr. Friberg, visit his website: https://www.drbenfriberg.com/. His new book, "The Seven Figure Practice Blueprint for Dentists: How to Lead, Manage, and Market a Fulfilling Practice," is available May 20, 2025. Follow the link for more information: https://www.drbenfriberg.com/book. See a demo of DI and get a $50 gift card: https://get.dentalintel.net/podcast.

In this hour of the Mannie Frey Show Ryan and Brad talk White Lotus, Trump advisors and sports, plus poll results.

Steve H. Hanke is a Senior Fellow, Contributing Editor of The Independent Review, and a Member of the Board of Advisors at the Independent Institute. Hanke is professor of applied economics and founder and co-director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at the Johns Hopkins University in Baltimore, senior adviser at the Renmin University of China's International Monetary Research Institute in Beijing, and a special counselor to the Center for Financial Stability in New York. Hanke is also a contributing editor at Central Banking in London and a contributor at National Review. In addition, Hanke is a member of the Charter Council of the Society for Economic Measurement.In the past, Hanke taught economics at the Colorado School of Mines and at the University of California, Berkeley. He served as a member of the Governor's Council of Economic Advisers in Maryland in 1976–77, as a senior economist on President Reagan's Council of Economic Advisers in 1981–82, and as a senior adviser to the Joint Economic Committee of the U.S. Congress in 1984–88. Hanke served as a state counselor to both the Republic of Lithuania in 1994–96 and the Republic of Montenegro in 1999–2003. He was also an adviser to the presidents of Bulgaria in 1997–2002, Venezuela in 1995–96, and Indonesia in 1998. He played an important role in establishing new currency regimes in Argentina, Estonia, Bulgaria, Bosnia‐Herzegovina, Ecuador, Lithuania, and Montenegro. Hanke has also held senior appointments in the governments of many other countries, including Albania, Kazakhstan, the United Arab Emirates, and Yugoslavia.

In this conversation, Tim Thomson discusses the importance of differentiating Managed Service Providers (MSPs) in a competitive market. He emphasizes the need for MSPs to evolve from being mere technology advisors to becoming business decision optimization partners for their clients. By leveraging AI and digital work analytics, MSPs can create better experiences for their customers and build stronger relationships. The discussion also highlights the significance of understanding client needs, aligning business strategies, and the value of industry experience in establishing credibility and trust.

David Goldman is an American economist, music critic, and author, best known for his series of online essays in the Asia Times under the pseudonym Spengler. He is a Fellow at the Corvinus Institute for Advanced Studies in Budapest, a member of the Board of Advisors of Sino-Israel Government Network and Academic Leadership (SIGNAL), and a fellow at the Claremont Institute's Center for the American Way of Life.According to the Claremont Review of Books, the “Spengler” columns in the Asia Times have attracted readership in the millions. His analyses of global events have become highly regarded. Former C.I.A. National Intelligence Council Vice Chairman Herbert E. Meyer said, “Ask anyone in the intelligence business to name the world's most brilliant intelligence service, and we'll all give the same answer: Spengler. David P. Goldman's ‘Spengler' columns provide more insight than the CIA, MI6, and the Mossad combined.” Goldman is the author of You Will Be Assimilated: China's Plan to Sino-form the World, How Civilizations Die: (And Why Islam is Dying Too),It's Not the End of the World, It's Just the End of You: The Great Extinction of the Nations and You Will Be Assimilated: China's Plan to Sino-Form the World.His article in Compact Magazine is How the War Party Lost.

If your calendar controls you more than you control your firm—this episode will hit home.Most lawyers don't have a productivity problem.They have a clarity problem. A systems problem. A control problem.In this powerful two-part series, Sam Mollaei reveals the 3 transformational productivity strategies that helped him scale multiple law firms without burning out. These aren't hacks pulled from a blog—these are battle-tested principles built for the pressures of modern legal practice.This isn't about squeezing more into your day. It's about designing a law firm—and a life—you don't need to escape from.If this resonates, don't stop here.Want to go deeper into automation, AI, and scaling your firm the smart way?Book a call with one of our Advisors to go deeper into automation, AI, and scaling your firm the smart way. We'll map out a strategy built specifically for your firm's growth.Schedule here: https://go.mylegalacademy.com/grow-with-usIf you're done surviving and ready to lead, this episode is where the shift begins.Part 2 builds on this momentum—but Part 1 is where everything starts.Key Takeaways from Sam:1. Tech Optimization AdvantageInvesting in high-performance technology directly enhances your productivity.A fast computer, a large monitor, and quality peripherals aren't just conveniences—they can become strategic assets in your legal practice.2. Delegation Mastery with LoomScreen recording tools like Loom make delegation systematic and scalable.By visually documenting processes, you create clear standard operating procedures that empower your team and free you to focus on higher-value work.3. Workspace as a Performance CatalystYour physical environment isn't just background—it's a key driver of performance.Design a workspace that blends ergonomic comfort, technological efficiency, and personal inspiration to fuel sustained focus and output.4. Productivity is a MindsetTrue productivity goes beyond tools—it's rooted in strategy.Prioritize focused execution and structured task management. Adopt frameworks that help you stay consistent while cutting out distractions and low-value tasks.5. Continuous Optimization StrategyYour professional setup should evolve with you.Make it a habit to audit and refine your tools, workflows, and workspace so they continue to support—and not limit—your growing capabilities. "The mindset is: the more you can delegate, the more you can achieve." — Sam Mollaei

More from Rightside Media: https://www.rightsidemedia.org Our other shows: https://www.rightsidemedia.org/podcasts

Kerry Dyer, chief development officer for Brownell Travel, talks with James Shillinglaw of Insider Travel Report at the Brownell Academy in Chicago about how her Virtuoso-affiliated host agency develops its member advisors and turns them into some of the highest producers with the highest incomes in the business. Brownell is the oldest travel agency in America—and one of the most successful. For more information, visit www.brownelltravel.com.  All our Insider Travel Report video interviews are archived and available on our Youtube channel  (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.  

Tax season is upon us, and with it comes a slew of changes and challenges. In this episode, Tim Brisibe, Head of Mackenzie's Tax and Estate Team, covers a range of topics crucial for navigating tax season and beyond. He discusses the implications of recent policy changes, including the suspension of the consumer carbon tax and the deferral of the capital gains inclusion rate increase. Tim explains the importance of understanding the complexities that come with significant wealth and how advisors can play a pivotal role in managing these complexities, connecting this to the concept of "homeostasis" for financial harmony. Additionally, Tim provides practical strategies for advisors to help clients plan for the financial needs of loved ones with disabilities and how to incorporate strategic philanthropy.  This episode was recorded on April 4, 2025.

Firms are facing major capacity and talent challenges—and many are turning to offshoring, or global resourcing, to keep up. But how do you make it work?In this episode of Futureproof, GRF CPAs and Advisors partner Tricia Katebini shares how her firm built a global team that's fully integrated into their culture and client service model.Whether you're just getting started or refining your approach, this episode is packed with practical insights to help you navigate the future of talent.Resources:Tricia Katebini, CPA, MBA, Partner, Audit and Assurance at GRF CPAs and AdvisorsIndia GCC Landscape Report – The 5 Year Journey

In this episode, we feature a thought-provoking conversation with Michael Frankel, the founder and managing partner of Trajectory Capital. With decades of experience in corporate development, innovation strategy, and corporate ventures, Michael has held C-level roles at prominent companies like Deloitte, Lexis Nexis Group, GE Capital, and VeriSign. Having participated in over 110 deals throughout his career, he brings valuable insights to the table. They dive into the world of Mergers and Acquisitions (M&A), exploring why it can serve as a strategic "cheat code" for scaling businesses. However, as Frankel emphasizes, M&A isn't a one-size-fits-all solution. The discussion covers how business owners can evaluate whether acquisitions are the right growth strategy and what considerations are essential for success. Michael shares useful tips on: Developing a clear acquisition strategy that aligns with business goals Identifying suitable targets, whether for products, technology, talent, or market expansion Financing acquisitions while effectively managing risks Recognizing the critical role an M&A advisor plays in minimizing risks and maximizing ROI If you're thinking about growing your business through acquisitions or want to know how M&A can build wealth, this episode is packed with practical advice. Michael’s experience offers valuable guidance to help you make smart choices. Tune in and find out how M&A could be the key to your business growth. Episode Highlights 02:50 Michael’s background as “CFO” 11:00 How to grow a business through acquisition? 20:30 How do you get the capital for your business? 29:00 You need M&A to execute the transaction! 38:30 Be better at what you do by repeating it 43:30 Where to find Michael? Key Takeaways ➥ Decisions should be data-driven. Analyze sales, marketing, and operational data to identify what’s working and where improvements can be made. ➥ Before acquiring, compare the benefits of building a solution in-house versus buying an existing business. ➥ A strategic CFO can turn financial data into actionable insights that drive growth and optimize operations. ➥Advisors offer expert insights and reduce risks, ensuring you make informed decisions. About The Guest Michael Frankel is the Founder and Managing Partner of Trajectory Capital. He has held C-level executive roles (corporate development, strategy/innovation, CFO, COO) at large and small growth companies. He is a Corporate Development, Innovation, Strategy, and Corporate Venture leader who has driven aggressive growth/expansion at global technology, information services, and professional services companies including Deloitte, LexisNexis Group, IRI, GE Capita,l and VeriSign. Michael has a track record of executing growth strategies using acquisitions, ecosystems,s and corporate venture investments (over 110 deals across his career). Connect with Michael Frankel ➥ https://michaelfrankel.com/ ➥ https://www.linkedin.com/in/frankelmichael/ Resource Links ➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/➥ Connect with Jaryd here - https://www.linkedin.com/in/jarydkrause ➥ Site Ground (Website Hosting) - https://bit.ly/3JBEC1u ➥ Surfer SEO (SEO tool for content writing) - https://bit.ly/3WWMKjM ➥ Convert Kit (Email Software Provider) - https://bit.ly/3o10Xgx

David Harris, president of Brownell Travel, talks with James Shillinglaw of Insider Travel Report at the Brownell Academy in Chicago about how America's oldest travel agency has updated its operations and continues to help its affiliated travel advisors achieve some of the highest incomes in the business. Harris, who came from outside the industry a little more than two years, also tells us why travel is such a great business. For more information, visit www.brownelltavel.com. All our Insider Travel Report video interviews are archived and available on our Youtube channel (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.

Aviation Capital Partners, LLC v. SH Advisors, LLC

JOIN THE NICHE COMMUNITY What if the key to unlocking your next level isn't just strategy but connection? In this episode, Robin and Jennifer discuss five key reasons why every travel advisor needs a strong community around them. From increasing your income and accessing exclusive opportunities to finding mentorship and preventing burnout, surrounding yourself with the right people can truly transform your business. You'll hear surprising stats (like how connected advisors earn 26% more!) and insights on how community builds credibility, trust, and long-term success. Plus, get an inside look at the Niche Community - a supportive space designed specifically for driven advisors like you. Because here's the truth: business isn't meant to be navigated alone. Tune in and find out why community might just be your most valuable business asset! Today we will cover: (02:10) Advisors with strong networks earn 26% more (08:45) Elevating your reputation through industry involvement (16:25) How exclusive deals and opportunities give you a competitive edge (21:15) Gaining confidence and empowerment through experiences and resources (23:00) The mentorship effect; growing 40% faster with the right guidance (25:25) Investing in yourself and your business (30:30) Overcoming burnout; the power of emotional support in community (36:35) Benefits of joining Niche: live training from industry experts, thematic monthly content, and invaluable networking opportunities _____ FOLLOW ALONG ON INSTAGRAM: instagram.com/tiquehq CHECK OUT OUR SERVICES & PROGRAMS: tiquehq.com

In this episode of the Advisors Option, Mark Longo and Matt Anderson (ORATS) delve into the world of options trading with a focus on tools and strategies for advisors. They discuss the impact of market volatility and the ongoing trade war on options trading volume, highlighting that March 2024 set a new record with 1.23 billion contracts. The episode also explores earnings season performance and strategies like put calendars for hedging portfolios. Additionally, they address listener questions on trade war impacts, concentrated equity exposure, and using tools for calculating hedges, wrapping up with a giveaway for a pro trading crate.   01:25 Welcome to The Advisor's Option 06:08 Market Recap: P&L Statement 14:53 Earnings Volatility Report 20:49 Options Trading Volume Insights 27:26 Pro Trading Crate Giveaway 28:49 Office Hours: Listener Questions 30:54 Discussing Trade War Impacts on Options Market 33:07 Strategies for Trading in Volatile Markets 35:41 Earnings Season Trading Insights 38:28 Common Misconceptions About Options 43:25 Using Options for Portfolio Hedging 53:01 Advising Clients with Concentrated Equity Positions 59:19 Conclusion and Final Thoughts  

In this episode, I'm talking directly to the powerhouse behind the most successful service departments: Lane Managers. Also known as Assistant Managers, these leaders are the glue that holds the service drive together. I've been spending time on-site with service teams recently, and when Lane Managers are engaged, locked in, and supporting the hustle live on the drive—everything changes fast. We break down how Lane Managers reinforce training, support Advisors in the moment, jump into heat cases, and create an environment where growth isn't just expected—it's lived. From tightening up MPI processes to improving greeting structure, managing wait times, and even securing financing approvals—these leaders do it all. And when they do, you feel it: happier customers, faster approvals, more trust, and an energized team all rowing in the same direction. This episode is filled with real examples, easy-to-execute ideas, and reminders of just how impactful Lane Managers are. It's time to level up the leaders who keep the wheels turning! Dealer Talk with Jen Suzuki Podcast |

Mark Kansley, senior vice president of hotel operations for Norwegian Cruise Line, speaks with Alan Fine of Insider Travel Report aboard the new Norwegian Aqua about the ship's expanded pool deck, enhanced atrium, upgraded cabins, multigenerational amenities, and entertainment, including “Revolution," a Prince tribute stage show. Kansley also discusses culinary additions including a Thai venue and plant-based outlet, and shares how Aqua was purpose-built for warm-weather cruising in the Caribbean. For more information, visit www.ncl.com or www.norwegiancentral.com.  All our Insider Travel Report video interviews are archived and available on our Youtube channel  (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.  

In this episode,Dr. Preston Cherry shares why financial planning should go beyond just investments. Many people feel let down by traditional advice that doesn't reflect their real lives. He explains how the best financial plans connect your money with your goals, values, and well-being. At the heart of it all? Trust, understanding, and a big-picture approach.Takeaways:• Connect money + life• Go beyond investing• Clients want trust• Advisors must listen• Plan the whole pictureWant to learn more? Connect with us below!Stay informed and inspired! Join our FREE wealth & well-being newsletterDo you want confidence & clarity? Check out our award-winning wealth advice servicesGrab Your Copy of Dr. Cherry's book ‘Wealth In The Key of Life'Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/

In this episode of the Advisors Option, Mark Longo and Matt Anderson (ORATS) delve into the world of options trading with a focus on tools and strategies for advisors. They discuss the impact of market volatility and the ongoing trade war on options trading volume, highlighting that March 2024 set a new record with 1.23 billion contracts. The episode also explores earnings season performance and strategies like put calendars for hedging portfolios. Additionally, they address listener questions on trade war impacts, concentrated equity exposure, and using tools for calculating hedges, wrapping up with a giveaway for a pro trading crate.   01:25 Welcome to The Advisor's Option 06:08 Market Recap: P&L Statement 14:53 Earnings Volatility Report 20:49 Options Trading Volume Insights 27:26 Pro Trading Crate Giveaway 28:49 Office Hours: Listener Questions 30:54 Discussing Trade War Impacts on Options Market 33:07 Strategies for Trading in Volatile Markets 35:41 Earnings Season Trading Insights 38:28 Common Misconceptions About Options 43:25 Using Options for Portfolio Hedging 53:01 Advising Clients with Concentrated Equity Positions 59:19 Conclusion and Final Thoughts  

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Kathleen Kingsbury, author, podcaster and founder of KBK Wealth Connection about changing the way we think about money and Breaking Money Silence.In this episode we discussed:It's okay to talk about the emotions of money. Advisors should be genuinely curious about your clients. Curiosity helps you gain a mutual understanding . How to unleash your true value: be resilient and learn.People need to dare to break their money silence by having recurring money conversations.People want an advisor who knows who they are as a person.Connect with Kathleen Kingsbury:Website: kbkwealthconnection.comLinkedIn: https://www.linkedin.com/in/kathleenburnskingsbury/Facebook: https://www.facebook.com/breakingmoneysilence.comBooks:Breaking Money Silence: How to Shatter Money Taboos, Talk More Openly about Finances and Live a Richer Life (Amazon)  Creating Wealth From The Inside Out Workbook (Amazon) How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs (Amazon)How to Give Financial Advice to Women: Attracting and Retaining High-Net Worth Female Clients (Amazon)Weight Wisdom: Affirmations to Free You from Food and Body Concerns - co-author: Mary Ellen Williams (Amazon)Podcast:Unleash Your True Value, A Breaking Money Silence Podcast (here)Resources mentioned:Women Money Power: The Rise and Fall of Economic Equality by Josie Cox (Amazon)Bio: Kathleen Burns Kingsbury isn't your average money mindset coach; she's a pioneering force in the realm of women and money, setting her apart from conventional counterparts. With over 18 years of specialized experience, she's dedicated herself to empowering women across finance, business, and entrepreneurship. As a mentor to female entrepreneurs, Kathleen offers invaluable guidance, drawing from her extensive background in wealth psychology and client communication. Her expertise extends to working with financial advisors, helping them navigate the complexities of wealth management while fostering stronger client relationships.Recognized by The New York Times, The Wall Street Journal, and others, Kathleen is the author of several books on wealth psychology and financial communication. The second edition of Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life, will be published 1/14/2025.And she's not all business—when she's not trailblazing the field of women and wealth, she's conquering ski slopes and exploring the great outdoors in Vermont, living life to the fullest.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Show Notes: https://youtu.be/FZMv4pNqAmo

The Moneywise Radio Show and Podcast Monday, April 7th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Manageme instagram: MoneywiseWealthManagement

In this episode, Frank breaks it all down:-Why the $90M SEC penalty wasn't actually dismissed – and what a “reprieve” really means-The financial and emotional toll of multi-year legal battles (even when you ‘win')-How thin margins and legal pressure can force even well-run firms into tough decisions-The cultural clash that may lie ahead between LPL and Commonwealth-Why perception isn't always reality – and how advisors can read between the linesIf you're an advisor at Commonwealth, LPL, or simply paying attention to how industry consolidation impacts your future, this episode is essential listening.Have a question for Frank? Reach out at Frank@EliteConsultingPartners.com or DM him on Instagram (@FrankLaRosa.Elite).Like, subscribe, and leave a review!

Show Notes:Hard vs Soft Data ExplainedSource: Briefing.com Big Picture 3/28/25https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htm

​What are Americans really concerned about when it comes to retirement? In this episode, we unpack the results of an insightful survey from Financial Advisor Magazine, which was completed by over 400 financial advisors. We'll also compare these answers with the real-world concerns we hear every day from the clients in our own practice.   Here's some of what we discuss in this episode:  

Shoot us a message, we are here for you and we listen!WARNING: THIS EPISODE WILL PISS OFF THE ENTIRE FINANCIAL INDUSTRYTired of the bullshit? So is Stoy. In this no-holds-barred episode, he rips the mask off the THREE ways financial advisors make their money—and why two of them are probably screwing you over right now.From the dying breed of Assets Under Management (AUM) that quietly drains your portfolio to the commission-based scams that serve advisors, not you—Stoy holds nothing back.If you've ever wondered why your advisor gets nervous when you want to use your own damn money, this is why.Discover the flat fee subscription model revolution that's transforming the industry and why transparency should be non-negotiable with YOUR money.THE INDUSTRY HATES THIS EPISODE. YOUR WALLET WILL THANK YOU.Whether you've got $10K or $10M, you deserve to know exactly what you're paying for. Period.Get real financial advice at nobswealth.com Watch the full episode: https://youtu.be/2NI4DDxfkSELET'S GET REAL.As always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

Major sporting events used to be clustered among a handful of TV channels. Now following your favourite team might require subscriptions to a whole litany of cable and streaming services. Which is to say nothing of all the licensed content you'll find spread out across social media platforms. In such a complex media ecosystem, how do organizations even begin to think about licensing their media assets? And how do they calculate their worth?Doug Perlman is the founder and CEO of Sports Media Advisors. SMA advises sports properties on their media strategies and rights negotiations. Doug has negotiated tens of billions of dollars in rights fees for some of the largest sports properties in the world, including the NFL, NASCAR, US Soccer, and the Ryder Cup, among others. Doug joins us today to discuss recent trends like the rise of streaming, the popularization of sports betting, and the emergence of AI, and all the unique challenges and opportunities they present for different leagues and organizations. Highlights:Doug's early career (3:00)Working for the NHL (4:40)Founding SMA (7:53)SMA's services (9:31)Negotiating rights deals (13:55)Cord-cutting (17:16)Impact of sports betting (18:35)Women's sports (19:37)AI in sports (20:58)Advice for young people trying to work in sports (26:12)Links:Doug Perlman LinkedInSMA LinkedInSMA WebsiteICR LinkedInICR TwitterICR WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.

Send Wilk a text with your feedback!The End of Solitude, Culture, and the Fight for IndividualityIn this episode of Derate The Hate, host Wilk Wilkinson sits down with award-winning essayist, cultural critic, and author William Deresiewicz for an insightful conversation on solitude, the internet's impact on society, political polarization, and the importance of civic engagement in an increasingly fragmented world.William Deresiewicz is the author of The End of Solitude: Selected Essays on Culture and Society, a powerful collection that examines how digital technology has reshaped our relationships, eroded genuine human connection, and deepened societal divides. As a former Yale and Columbia professor and an influential voice in cultural criticism, Bill brings a unique perspective on individuality, self-examination, and the need for real community in an age dominated by online interactions.Key Takeaways from this Episode:✅ The Importance of Solitude: How the internet has altered our relationship with solitude and why reclaiming it is essential for deep thinking and self-awareness. ✅ The Internet & Society: The ways in which digital technology has reshaped our social interactions, often leading to community decay, polarization, and dehumanization. ✅ Political Polarization & Self-Examination: How emotional investment in beliefs fuels division and why intellectual humility is critical for a healthier civic discourse. ✅ Civic Engagement as an Antidote to Online Toxicity: The role of real-world community-building in counteracting the negative effects of social media-driven discourse. ✅ Pro-Human Philosophy: As a new member of the ProHuman Foundation's Board of Advisors, Bill discusses the need to reinforce individuality and shared humanity in today's divided culture. ✅ The Future of Culture & Identity: Why people are growing dissatisfied with extreme ideological divides and how embracing nuanced, human-centered discussions can lead to positive change.Learn more About William Deresiewicz in the full show notes for this episode at DerateTheHate.comWhat have you done today to make your life a better life? What have you done today to make the world a better place? The world is a better place if we are better people. That begins with each of us as individuals. Be kind to one another. Be grateful for everything you've got. Make each and every day the day that you want it to be! Please follow The Derate The Hate podcast on: Facebook, Instagram, Twitter(X) , YouTube Subscribe to us wherever you enjoy your audio or directly from our site. Please leave us a rating and feedback on Apple podcasts or other platforms. Not on social media? You can share your thoughts or request Wilk for a speaking engagement on our site's contact page: DerateTheHate.com/Contact If you would like to support the show, you're welcome to DONATE or shop Amazon by going through our Support Us page and I'll earn through qualifying purchases at no extra cost to you. I look forward to hearing from you!

In this episode of Building the Billion Dollar Business, Ray Sclafani discusses the critical importance of business development for financial advisors. He shares insights from a conversation with a CEO of a $5 billion RIA who initially resisted the idea of business development. Sclafani emphasizes that growth is not merely a byproduct of market performance but requires intentional strategies and a shift in mindset. He introduces the Organic Growth 10% Rule as a benchmark for new client acquisition and stresses the need for firms to engage the next generation to ensure continuity. The episode concludes with actionable strategies for fostering growth and enhancing client relationships, reinforcing that business development is an act of service rather than selling.Key TakeawaysFirms must engage the next generation to ensure continuity.Business development aligns with fiduciary principles and enhances client relationships.Failing to grow leaves clients underserved and vulnerable.Growth is not about selling products but about serving clients.Advisors should focus on enhancing the value provided to existing clients.Sustainable growth is a mandatory responsibility for financial advisors.For more information click here to visit The ClientWise Blog.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

In this episode, Mo and Paul discuss the evolving landscape of advisory services in the context of AI and technology. They explore how AI tools like ChatGPT are being integrated into client interactions, the importance of maintaining a human element in advisory roles, and the future implications for professionals in the industry. The conversation highlights the need for advisors to adapt to changing client expectations and the potential for AI to enhance, rather than replace, the advisory relationship.AI is becoming increasingly efficient in client interactions.Advisors must focus on implementation, not just information.The human element in advisory services remains crucial.Clients are using AI for financial advice more frequently.Advisory roles will evolve with technology advancements.AI can serve as a valuable tool for advisors.Understanding client needs is essential in a tech-driven world.The pace of change in the industry is accelerating.Advisors should embrace AI to enhance their services.Starting to use AI tools can lead to significant efficiencies.

Episode 087: This week, Kyle Van Pelt talks with Rick Simonetti, CEO and Head of Wealth Planning of Fidelis Capital Partners, to explore what it takes to serve ultra-high-net-worth families with excellence. Rick shares how Fidelis was built on the foundation of faithfulness—delivering on promises through deep collaboration, proactive planning, and personalized service. They discuss the importance of mentorship, family meetings, interdisciplinary teams, and how true success lies in preparing future generations. From structuring internal teams to navigating external partnerships, Rick offers practical wisdom for firms looking to elevate their service model and create lasting impact for their clients. In this episode: (00:00) - Intro (02:54) - Rick's money moment (05:50) - CPA firms vs. wealth management: business model breakdown [10:45] - Building collaborative relationships with experts (16:35) - Why “faithfulness” became the foundation of Fidelis (19:40) - Succession by design: mentorship and developing next-gen advisors (26:55) - Crafting custom solutions for ultra-high-net-worth families (32:24) - The power of integration: inside Fidelis' team-based model (36:30) - How Fidelis earns trust and referrals from ultra-high-net-worth clients (42:32) - Rick's outlook on the future of serving ultra-high-net-worth clients  (46:29) - Milemarker Minute Key Takeaways Financial plans don't fail because they were poorly designed—they fail because they weren't maintained, optimized, or passed on well. Advisors should prioritize family meetings and mentorship to ensure heirs are ready to step into leadership when the time comes. Wealth managers don't have to do it all in-house. In fact, creating strong, collaborative relationships with attorneys and CPAs leads to better outcomes for clients and smoother execution. The key is showing you're there to make everyone's job easier—not replace them. At Fidelis, planning and investment professionals sit in the same meetings with clients. This integrated approach allows for real-time problem-solving, clearer communication, and a seamless experience for families. It's a model built on visibility, not silos. Mentorship creates real succession—not disruption. Fidelis intentionally develops “next-up” advisors by embedding them in client relationships long before a transition is needed. It's a model that preserves institutional knowledge, builds trust, and gives clients peace of mind about who's carrying the torch next. Quotes "One of the foundational elements of our firm was that we wanted to be faithful to the promise of serving multiple generations." ~ Rick Simonetti “There's just no better endorsement, nothing more humbling and nothing for which we're more grateful than being able to serve families the way that we do, which results in them being thrilled to the point of saying, ‘Hey, I'm going to entrust someone I care deeply about to you.'” ~ Rick Simonetti "Nothing replaces sitting with clients and talking through issues, hosting family meetings, having all these questions come up and then figuring out how to explain them in a way that makes the complex simple or understandable." ~ Rick Simonetti Links  Rick Simonetti on LinkedIn Fidelis Capital Partners Wells Fargo Joe Diffley Merrill Lynch Christopher Gunster Neale Ellis Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.

Show highlights include:-The ripple effects of a $90M SEC fine and how it may have triggered this acquisition-The unintended consequences advisors face when their firm's actions force them into quick decisions-How consolidation is impacting advisor choice and independence-Why now is the time to be selfish - and strategic - when it comes to your businessWhether you're with Commonwealth, LPL, or any other firm navigating today's rapidly evolving industry, this episode is a must-listen.Have a question for Frank? Reach out at Frank@EliteConsultingPartners.com, or DM him on Instagram (@FrankLaRosaElite).Like, subscribe, and leave us a review! 

This week, my guest is Matt Stamper, CEO | CISO & Executive Advisor. Matt is a multi-time CISO with extensive experience in cybersecurity, information security, cloud security, IT audit, risk management, privacy, AI security, and governance. Matt is a former research director and security analyst at Gartner (NYSE: IT) and has extensive experience in cloud services and IT service management, including international experience in Latin America and China. Throughout his career, Matt has spoken to 1000s of CISOs, CIOs, and other corporate leaders and boards of directors. Matt's experience includes early-stage startups and large, multinational public companies spanning multiple industries, including managed services, managed security services, global telecom, and advisory. Matt excels at conveying complex cybersecurity and technology concepts to boards of directors, executive management, professional service providers, cybersecurity personnel, and vendors in the cybersecurity industry.

LPL Financial, the largest independent broker dealer, is set to acquire Commonwealth Financial Network. Louis Diamond shares a perspective for Commonwealth advisors and LPL advisors alike and what the acquisition means for the industry at large.

In this episode, we tackle the myths and truths surrounding retirement planning, focusing on the choice between a one-stop-shop financial planner and piecing together multiple specialists. Many retirees wonder whether consolidating all their financial needs under one advisor is truly the best approach, or if a more fragmented strategy is better suited to their needs. We'll explore the pros and cons of each model, clarify common misconceptions, and discuss how a holistic approach to retirement planning can provide more comprehensive, cohesive solutions. Whether you're considering different advisory structures for your clients or refining your own financial strategy, this episode will help you navigate the complexities of planning for a secure retirement.

Episode 4373: LIVE From The White House With President Trump's Advisors

“We love because He first loved us.” – 1 John 4:19Those six words beautifully capture the foundation of our relationship with God—we can only love and give because He first gave to us. Today, Sharon Epps joins us for a fascinating discussion on the generosity of women in the Bible.Sharon Epps is the President of Kingdom Advisors, FaithFi's parent organization. Kingdom Advisors serves the broad Christian financial industry by educating and equipping professionals to integrate biblical wisdom and financial expertise.The Women Who Provided for JesusLuke 8:1-3 records an often-overlooked detail:“Soon afterward, He went through cities and villages, proclaiming and bringing the Good News of the Kingdom of God. And the twelve were with Him, and also some women who had been healed of evil spirits and infirmities: Mary, called Magdalene, from whom seven demons had gone out, and Joanna, the wife of Chuza, Herod's household manager, and Susanna, and many others, who provided for them out of their means.”This passage tells us three key things:These women had been healed by Jesus—physically, spiritually, or both.They supported Jesus' ministry financially out of their own wealth.Their generosity was a response of gratitude for what Christ had done for them.One of these women, Joanna, stands out in particular.Joanna: A Woman Transformed by JesusJoanna was the wife of Chuza, King Herod's household manager. Thus, she likely had significant wealth and lived a royal lifestyle. Yet, despite her status, she was weakened when she met Jesus. She needed healing, and her first act of generosity was actually receiving—not giving.This is a powerful reminder: Before we can give, we must first receive.What Does This Teach Us?Money alone doesn't solve all problems—Joanna had wealth but still needed Christ.Generosity starts with receiving—not just financially, but in all aspects of life.God uses people from all walks of life—even a woman in Herod's court—to fund Jesus' ministry.Receiving Before We GiveJoanna's story reminds us of an important biblical truth: we can only give what we have first received.1 Corinthians 4:7 asks:“What do you have that you did not receive?”The answer? Nothing.Everything—our breath, skills, love, wisdom, and financial resources—is a gift from God. We receive, then we give, creating a virtuous cycle of generosity that mirrors God's own generosity toward us.Three Key Questions to Consider:What have I received from Christ that enables me to give?Is my giving safe or sacrificial?What does my giving reveal about how well I've received from God?These questions challenge us to shift our perspective—to see giving not as an obligation but as an overflow of what we have already been given.The Motivation Behind Joanna's GenerosityWhy did Joanna give so generously? Gratitude.Later, in Luke 24, we find Joanna at Jesus' empty tomb. She was among the women who encountered the angels, remembered Jesus' words, and ran to tell the apostles.Her journey shows a progression:She received healing from Jesus.She financially supported His ministry.She proclaimed His resurrection.Her generosity wasn't just about money—it was about devotion. She gave because she loved Jesus deeply.Lessons in GenerosityAs we reflect on Joanna's story, here are some key takeaways we can walk away with: 1. Generosity is a JourneyOur relationship with Christ fuels our generosity. The deeper our love for Him, the more naturally we want to give.2. We Must Receive Before We Can GiveWe often think about generosity in terms of money, but we also receive:Life itself—the breath in our lungs.Skills and abilities—talents that allow us to work and earn.Love from God and others—which shapes our generosity.3. Giving is an Act of WorshipJoanna's giving wasn't transactional—it was an expression of extravagant love for Jesus. She gave freely because she had freely received.As we reflect on Joanna's story, let's ask ourselves:Do I truly recognize that all I have is from God?Am I giving out of safety or sacrificial love?Does my giving reflect how well I've received from Christ?These questions can reshape our perspective on generosity, helping us move from obligation to joyful, faith-driven giving.Joanna's story reminds us that generosity is not about wealth—it's about the heart. As we receive from Christ, we are called to pass it on—whether through finances, service, or sharing the gospel.May we, like Joanna, be conduits of Christ's love, reflecting gratitude, devotion, and generosity in all we do.On Today's Program, Rob Answers Listener Questions:I have a term life insurance policy that I got when we renovated our house a few years ago. The premiums keep increasing, and we're now retired with no debt. Do I still need this policy?I have a 401(k) invested in high-risk options through Empower (formerly Prudential). The account performs well when the market is good but loses a lot when it's down. What are your thoughts on investing through Empower, and are there any other options I should consider for my 401(k)?I inherited a property that was deeded to me and the 'heirs of my body.' Do I need to create a will or a trust to transfer this property when I pass away properly?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

My friend Barry Ritholtz has spent his career being an astute market observer, investigating behavioral finance and data analytics. He runs Ritholtz Wealth Management which has been named ETF Advisor of the Year, Financial Times Top 300 Advisors, and one of America's fastest-growing RIAs. He's also the host of Masters in Business, Bloomberg Radio's most popular podcast (50+ million streams/downloads), which he started way back in 2014. In his new book, How Not To Invest, Barry emphasizes how avoiding rookie mistakes can significantly help you do better financially. He blends engaging stories with data-driven insights, and explores overlooked aspects of behavioral finance, psychology and the market. Reading his book is like having a casual drink with an experienced, wise, and honest friend. I hope you enjoy this conversation as much as I did. For the full transcript, episode takeaways, and bucketloads of other goodies designed to make you go, “Hmm, that's interesting!”, check out our Substack. Important Links: Blog Twitter LinkedIn Ritholtz Wealth Management Show Notes: How Amateurs Win Managing Emotions When the Market Goes Down If You Can't Afford a Financial Advisor Yet… Notable Financial Innovations Barry's Transition from a Trader to an Investor Varieties of Investor Personas What To Do When Randomness Derails Your Plans Finding Your Own Maintainable Processes Having Reliable Information Sources Barry As World Emperor Books Mentioned: How Not to Invest: The Ideas, Numbers, and Behaviors That Destroy Wealth - And How to Avoid Them; by Barry Ritholtz Winning the Loser's Game; by Charley Ellis How We Know What Isn't So: The Fallibility of Human Reason in Everyday Life; by Thomas Gilovich

Show Notes:Post on X from Bespoke Investment Research on 3/8/25 - https://x.com/bespokeinvest/status/1898363834022170714?Blog post from Ryan Detrick on 3.24.25 titled “Stocks Rarely Peak in February and Five Other Things to Know Right Now” - https://www.carsongroup.com/insights/blog/stocks-rarely-peak-in-february-and-five-other-things-to-know-right-now/ BofA Fund Managers Survey, Rotation out of Stocks?X Post from D'Elia Capital on 3/19https://x.com/deliacapital/status/1902354170247573609Breakdown of US HouseholdsBloomberg Article on 3/26, Half of American Households Hold 97.5% of the National Wealthhttps://www.bloomberg.com/news/articles/2025-03-26/half-of-american-households-hold-97-5-of-the-national-wealth?Article from Christine Benz at Morningstar on 3.16.25 titled “Should You Pay Off Your Mortgage Early or Invest?” - https://www.morningstar.com/personal-finance/pay-down-mortgage-or-invest-2024-edition

The payments ecosystem is evolving rapidly, creating both challenges and opportunities for every player in the industry. In this thought-provoking conversation with Alexander Renzi and Aleks Teichman of MAPP Advisors, we dive deep into how ISOs, ISVs, banks, and fintechs can navigate this changing landscape.Alexander and Aleks bring unique perspectives from their decades of experience across all facets of the payments industry. They offer invaluable insights into the practical realities of growing a payments business today. Their firm, MAPP Advisors, works collaboratively with companies across the ecosystem, providing actionable guidance rather than theoretical advice.For ISOs facing unprecedented pressure from all angles – regulatory scrutiny, processor competition, and integrated payments solutions – the message is clear: adapt or perish. The most successful ISOs are evolving beyond transaction processing, building deeper relationships with merchants through value-added services. Bank-fintech partnerships represent another critical evolution in payments. What was once a vendor-client relationship has transformed into essential collaborative partnerships. Banks are no longer just fine print on merchant applications – they're strategic partners whose sustainability and approach are key considerations for fintechs and ISOs alike.Whether you're running an ISO, developing payments technology, or working within a financial institution, this episode offers strategic insights to help you navigate growth, regulation, and partnerships in today's complex payments landscape. 

Why are advisors failing at organic growth?In this episode, Adam Holt & Derek Notman recorded live in person with industry titan Joe Duran while attending the Fearless Investing summit hosted by Nitrogen. The talk about organic growth, rollups (not the kind you eat, lol!), how selling has become a dirty word and that advisors are not spending enough time selling. Jump in to hear this interesting podcast and perspective and learn some tips you can apply today.Joe discusses:Organic growth versus consolidationHow we need to get back to sales and training the next generation of advisors how to do itThe low percentage of time advisors are focused on salesPE's role in growthAnd moreResources: Follow RethinkFA on LinkedInConnect With Joe Duran:Follow Joe Duran on LinkedInLearn more about Rise Growth PartnersConnect With Adam Holt:Asset-Map LinkedIn: Adam HoltLinkedIn: Asset-MapFacebook: Asset-MapTwitter: Asset_MapYouTube: Asset-Map Connect With Derek Notman:LinkedIn: Derek NotmanCheck out Couplr.AIAbout Our Guest:Joe Duran is a New York Times and USA Today best-selling author and a prominent figure in the financial industry. He is the founding partner of United Capital, recognized as one of the nation's fastest-growing wealth counseling firms. Before establishing United Capital, Duran served as president of GE Private Asset Management. He holds the Chartered Financial Analyst (CFA) designation and earned MBA degrees from both Columbia University and the University of California, Berkeley. Duran frequently provides financial commentary on television networks such as CNBC and CNN, and has been profiled in publications including The New York Times and SmartMoney. He resides in Laguna Beach, California, with his wife, Jennifer, and their three daughters.In addition to his role at United Capital, Duran built and led Centurion Capital as its president, demonstrating his entrepreneurial acumen in the financial sector.Duran's journey began in Zimbabwe, where he faced significant challenges during his upbringing. At 18, he left for London with just $200, marking the start of his remarkable career. Throughout his professional life, Duran has emphasized the importance of optimism, integrity, and service. He advocates for viewing the world as a kind place, giving more than one takes, and maintaining a clear vision of one's values and goals. Hosted on Acast. See acast.com/privacy for more information.

Kevin has dedicated his career to helping people prepare for retirement. He assists corporate plan sponsors and their committees in meeting fiduciary responsibilities while guiding employees toward their financial goals.With over 25 years in financial services, he is a Certified Investment Management Analyst and Accredited Investment Fiduciary Analyst. His expertise spans corporate retirement plan design, implementation, and distribution.Before joining Raymond James in 2015, Kevin spent 24 years at Merrill Lynch. He holds a bachelor's degree from Fordham University and is an active member of several professional organizations, including the Investment Management Consultants Association and the Society for Human Resource Management. He also serves on the leadership councils for the National Association of Plan Advisors and The Retirement Advisor Council.Kevin is deeply committed to community service, currently serving on the Board of Directors for Rockland Hospital Guild and the Finance Committee for United Hospice of Rockland. He previously held leadership roles with Meals on Wheels of Rockland, St. Margaret of Antioch Church, and the Boy Scouts of America.His contributions have earned him notable recognition, including Meals on Wheels Business Man of the Year (2015) and the Fordham University Community Leadership Award (2016). He has also been named to the Financial Times 401: Top U.S. Retirement Advisors annually since its inception. In this episode, Eric and Kevin Mahoney discuss:The benefits of thoroughly documenting service hoursEnsuring consistency in delivering value Exercising caution when benchmarking servicesEngaging in holistic retirement planningKey Takeaways:Thoroughly documenting the time and effort spent servicing each client is an important process for advisors who want to truly justify their fees, enhance client retention, and identify both high and low-value engagements.Establishing a fiduciary training program, detailed service plans, and accountability measures is essential to ensure advisors consistently deliver value commensurate with their fees.Benchmarking services and fees against industry standards is vital, but advisors must exercise caution in data input to avoid erroneous conclusions regarding fee competitiveness.Advisors should engage in holistic retirement planning, including employee education, to succeed in the industry, while committees must scrutinize advisors' processes and pricing to meet fiduciary obligations.“If all you're speaking to is investments. You're going to struggle. You need to talk to the plan holistically. You need to talk to employee education. And you have to be committed to the best interest of the participants. And if you do that, I think there's staggering upside potential.” - Kevin MahoneyConnect with Kevin Mahoney:Website: https://www.raymondjames.com/mahoneygroupadvisors/ LinkedIn: https://www.linkedin.com/in/kevinmahoneytmg/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast is general in nature and is provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date but may be subject to change.It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.

On this TCAF Tuesday, Downtown Josh Brown is joined by Barry Ritholtz, Co-founder and Chairman of Ritholtz Wealth Management to discuss his new book release "How Not to Invest". Then at 39:18, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss the latest market moves, cybersecurity stocks, the Coreweave IPO, levered ETFs, and much more! This episode is sponsored by Betterment for Advisors and Rocket Money!  To learn more about Betterment for Advisors, visit http://Betterment.com/advisors Cancel your unwanted subscriptions today by visiting: http://rocketmoney.com/compound   Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices