Podcasts about advisors

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Latest podcast episodes about advisors

Advisor Talk with Frank LaRosa
Financial Advisor Transitions: Don't Get Played on Recruiting Deal Numbers

Advisor Talk with Frank LaRosa

Play Episode Listen Later Sep 18, 2025 38:00


Key highlights from the episode:0:00 – Introduction  4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse  6:45 – Real examples of how inflated promises derail transitions and waste time  9:55 – What advisors should demand up front to ensure accurate pro formas and offers  16:30 – Why working with the right consultant can maximize your deal value and prevent costly mistakes  36:35 – Closing thoughts & contact info  If you're considering a transition, don't let hype or half-truths guide your decision. Learn how to spot red flags, negotiate effectively, and choose a firm that truly supports your business.--Learn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Do Business. Do Life. — The Financial Advisor Podcast — DBDL
134: Marisa Messana - How Advisors Can Build Trust & Win Clients on the Golf Course

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

Play Episode Listen Later Sep 17, 2025 57:45


If you're an advisor who loves golf, here's the truth: the game teaches more about winning clients and building lasting trust than most people ever realize.That's exactly what I dive into with today's guest, Marisa Messana. She went from leading Clemson's women's golf team to the national championship, to competing as a professional golfer, to now coaching Fortune 100 companies, investment firms, and business owners.Through her work, Marisa helps in two ways:First, through her High Performance Training, where she equips people to perform like “corporate athletes.” This is the work that helps advisors shift from solopreneur to CEO, lead with more clarity, and create the space they need to actually grow.Second, with her Golf Experiences, she shows how to turn a round of golf into a trust-building, referral-generating opportunity. She blends fun on the course with growth-focused conversations off the course, creating the kind of experiences clients never forget.In this episode, Marisa shares how golf becomes more than a pastime, it's one of the best ways for advisors to build trust, win clients, and grow their business.4 of the biggest insights from Marisa Messana…1.) Winning On Paper, Falling Apart InsideAt Clemson, Marisa hit the pinnacle of success—leading her team to nationals and winning the Elite 90 Award. But behind the accolades, she was overwhelmed, burned out, and holding back tears. Her story exposes the danger of chasing external success without the systems and self-awareness to sustain it.2.) Self-Awareness Is What Separates Amateurs From ProsIn golf, pros track every stat after a round to find patterns and improve. Marisa realized she wasn't doing the same for her life. That's when she built her “mental gym,” a process of auditing habits, energy, and emotions. By tracking patterns and adjusting, she turned awareness into action—and that's what creates real, repeatable growth.3.) New Game, New Rules: Solopreneur to CEOMost advisors start as solopreneurs, where success depends on sheer hustle. But scaling a firm requires a different identity: leader, coach, CEO. Marisa shares how this shift mirrors her journey from athlete to business builder—and why so many advisors get stuck when they keep playing the old game by the old rules.4.) How to Host Golf Events That Drive ReferralsGolf is more than just a pastime for advisors—it's a powerful business tool. Marisa breaks down how to design unforgettable golf experiences that combine fun on the course with meaningful, growth-oriented discussions. By pairing the “golf component” (18 holes, a clinic, or even a simple range session) with a “growth component” (roundtable conversations, workshops, or keynotes), advisors can break down barriers, connect as equals, and build deep trust with prospects & clients.SHOW NOTEShttps://bradleyjohnson.com/134FREE GIFT + JOIN THE DBDL INSIDER CREWMarisa is offering a FREE 1:1 coaching call to the first 3 listeners who reach out with a specific business challenge they want to solve.Text “134” to 785-800-3235 and we'll share the details with the qualifiers. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP09254797076See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

WealthTech on Deck
The Hidden Costs of Caregiving—and How Advisors Can Help with Ken Dychtwald and Ken Cella

WealthTech on Deck

Play Episode Listen Later Sep 16, 2025 36:42


This week, Jack Sharry talks with Ken Dychtwald and Ken Cella. Ken Dychtwald is the Founder & CEO of Age Wave. He is a psychologist, gerontologist, and author of 19 books. For decades, Ken has been regarded as the nation's foremost thought leader on population aging and its profound business, social, financial, and cultural implications for the healthcare workforce.  Ken Cella is the Head of External Affairs at Edward Jones, where he is responsible for fostering strategic partnerships and expanding relations with policymakers, industry leaders, and other influencers to make a greater impact on society. He is also a member of the Edward Jones Enterprise Leadership Team, which guides the firm's strategy to grow its impact and create value for clients, colleagues, and communities today and into the future.  Together, they unpack one of the most overlooked and under-discussed financial issues in American households: caregiving. Drawing on insights from research commissioned by Edward Jones in partnership with Morning Consult and Age Wave, Ken Cella and Ken Dychtwald share the emotional, financial, and societal costs of caregiving. With nearly half of all Americans either serving as or expecting to become caregivers, this conversation sheds light on what it truly means to care for a loved one and what financial advisors can do to better support clients in navigating these challenges. In this episode: (00:00) - Intro (02:29) - Edward Jones' groundbreaking study on caregiving  (04:25) - The wide-ranging impact of caregiving on families and society (06:57) - Why Edward Jones is investing in caregiving research (11:06) - Caregiving's reach: a reality for nearly everyone  (13:47) - Edward Jones' transformation toward holistic financial wellness (18:29) - Culture, community, and client well-being at the center (21:18) - Balancing technology with timeless values (23:59) - Building trust in the advisor–client relationship (27:45) - Ken Cella on the emotional toll—and fulfillment—of caregiving (30:05) - Ken Dychtwald's key insights and takeaways (32:30) - Ken Cella's interests outside of work (33:25) - Ken Dychtwald's interests outside of work Quotes "Caregiving takes a toll beneath the surface, and a lot of times, people don't talk about it." ~ Ken Cella "We're in the business of helping people feel competent and secure in their financial future. So, we want to improve retirement security for families and caregivers." ~ Ken Cella "Edward Jones is really serving the fabric of America in a way that's unique. We want to be part of a solution where business and society come together to create better outcomes for families through financial wellness." ~ Ken Cella "It's not just the super-wealthy who need someone in their corner. It's everyday folks who need a guide, someone to direct them and help them." ~ Ken Dychtwald "I have never encountered a firm that I thought cared more about both its work, the people who work there, the population it serves, and the community. So, I've grown a lot of respect and affection for the people of Edward Jones, and I feel proud to be affiliated with Edward Jones." ~ Ken Dychtwald "There's a lot of strain, disruption, and unhappiness that can come with seeing somebody you love struggle. But there was also a sense of honor and a sense of doing something good for a loved one. The fact that Edward Jones is taking the lead in representing the purpose of caregiving, its high intention, and the quality of life that comes from it is to be applauded." ~ Ken Dychtwald Links  Ken Cella on LinkedIn Ken Dychtwald on LinkedIn Age Wave Edward Jones Morning Consult Susan Collins Mark Warner Brittany Pettersen Maria Elvira Salazar Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Barron's Advisor
Michele Welsh: How Advisors Can Leverage YouTube, Podcasts, and AI

Barron's Advisor

Play Episode Listen Later Sep 16, 2025 27:46


The CMO of Verdence Capital Advisors offers practical tips to help advisors craft messages and reach targeted audiences. Host: Greg Bartalos.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Ask Jim Miller
✈️ Take Flight Weekly Episode #295: Planning vs. Procrastination – How Real Estate Advisors Turn Business Plans Into Action

Ask Jim Miller

Play Episode Listen Later Sep 14, 2025 15:06


On this 295th episode of Take Flight Weekly, I tackle one of the biggest traps holding back real estate professionals and entrepreneurs—mistaking endless planning for progress. Too often, business plans turn into procrastination tools. Advisors spend months tweaking spreadsheets, rewriting goals, and polishing strategies—but never actually execute. Elite brokers and top producers take a different path: they plan with purpose, then execute with discipline. In this episode, you'll discover: -Why so many real estate professionals confuse planning with progress -The warning signs that your business plan has become procrastination -The difference between productive planning and perfection-seeking paralysis -How elite brokers and advisors shift from planning to execution -The 5-step system to make your 2026 business plan actionable

The Independent Advisors
The Independent Advisors Podcast Episode 317: Room to Run

The Independent Advisors

Play Episode Listen Later Sep 11, 2025 35:39


If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)#317 topics:Economic Data & Inflation Market breadth held up well during April 2024 market lows, indicating broad participation rather than narrow leadershipJobs Report Revision Current bull market and indications that the current cycle has room to run'Sell in May and go away' strategy would have missed 17% S&P 500 gain this year

EZ$ Podcast—Hosted by Zak Leedom, CFP®
Beyond Buy-and-Hold: Adam Koós on Technical Analysis and Building Lasting Wealth

EZ$ Podcast—Hosted by Zak Leedom, CFP®

Play Episode Listen Later Sep 11, 2025 39:04


Adam Koós joins fellow CMT David Keller to share his journey from aspiring trauma surgeon to founding Libertas Wealth Management Group and launching Adrenaline Advisor Consulting. Adam opens up about starting his career just before 9/11, how market crashes pushed him toward technical analysis, and why he uses sports and weather analogies to help clients understand investing. From building financial plans that manage both money and emotions, to teaching advisors how to grow thriving practices, Adam offers a candid look at lessons learned over two decades in the industry. Episode Timestamps: 01:00 – Adam's background: Ohio State, trauma surgery dreams, and the pivot to finance 07:00 – Starting at a brokerage firm just before 9/11 09:00 – Why Adam embraced technical analysis after the early 2000s crash 12:00 – The “NFL playoff teams” analogy for investing 15:00 – Tornado sirens, trend following, and managing risk 18:00 – Dealing with investor emotions and building confidence 20:00 – Why every client needs a financial plan, not just portfolio management 23:00 – The three charts Adam always shares with clients 27:00 – Stoplight charts, seasonality, and short-term signals 31:00 – Balancing strong uptrends with seasonal weakness 33:00 – Mistakes early in Adam's practice and lessons learned 34:00 – The story of coaching another advisor to $7M in new AUM in 14 weeks 36:00 – How Adrenaline Advisor Consulting helps advisors grow faster Key Takeaways:

Retirement Ready
Not All Advisors Are Created Equal

Retirement Ready

Play Episode Listen Later Sep 11, 2025 12:39


Bridging The Gap
What Our National Study Uncovered

Bridging The Gap

Play Episode Listen Later Sep 11, 2025 21:30


Most advisors assume that affluent clients are confident, clear, and financially fulfilled. But after months of national research, I've uncovered something else entirely: a quiet crisis beneath the surface—one defined not by returns, but by disconnection, emotional uncertainty, and a lack of purpose-aligned planning.In this episode of The FutureProof Advisor, I break down what this nine-month study revealed about the evolving expectations of high-net-worth clients. While 89% still believe in the importance of human advisors, they're looking for more than portfolio reviews and performance metrics. They want help navigating the emotional weight of wealth, making better behavioral decisions, and finding clarity in what their money is for—not just what it earns.Advisors who respond to this shift will differentiate fast. That means combining technological fluency with behavioral coaching, and shifting from performance-focused planning to purpose-driven guidance. This research is more than a report—it's a challenge to rethink how we show up, connect, and lead.

Advisors' Round Table
Plan Now For New Year - Advisors' Round Table 9-10-25

Advisors' Round Table

Play Episode Listen Later Sep 10, 2025 43:39


Plan Now For New Year - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

The 401(k) Marketing Podcast
How Advisors Can Win More, Retain More, and Work Smarter with Randy Fuss (Ep. 54)

The 401(k) Marketing Podcast

Play Episode Listen Later Sep 10, 2025 21:20


Most retirement plan advisors spend their days working in their practice, reacting to client emails, putting out fires, and chasing deadlines. But what if you carved out just 2 hours a month to work on your practice instead? In this high-energy episode, Randy Fuss of Fuss Success Builders joins Rebecca Hourihan to unpack the real … Read More Read More

Compounders: The Anatomy of a Multibagger
Hunting for Supernatural Compounders with Andrew Hollingworth of HollAnd Advisors

Compounders: The Anatomy of a Multibagger

Play Episode Listen Later Sep 9, 2025 60:11


Our guest on the show this week was Andrew Hollingworth, the Portfolio Manager at HollAnd Advisors. Andrew has an eclectic background and, like many of previous guests, has centered his investment strategy around the search for compounders. In this informative conversation, we covered: How Andrew developed the investment philosophy he is employing today; Why he likes to invest behind owner-managers; His definition of a supernatural compounder; His contrarian stance on Biglari Holdings; and Why he is OK investing behind executives that other investors dislike To learn more, please visit Andrew's LinkedIn page and the HollAnd Advisors website.  Thanks for listening. 

The Sea Captain Way
Measuring Client Event Success with Event Advisors

The Sea Captain Way

Play Episode Listen Later Sep 9, 2025 35:52


Elyse Stoner and Angela York discuss how their firm Event Advisors transforms routine Financial Services events into tailored and powerful relationship-building experiences on this podcast.Event Advisors helps create and host client events that are not only lavish, but meaningful. Their philosophy centers around achieving high event ROM - Return on the Moment™ by focusing on what truly matters: your clients. Phil and the pair discuss how focusing on client-focused goal-setting, intricate planning, and thorough follow-up ensures each event moment resonates with your attendees and fosters genuine relationships, even after the event ends. Key points:Angela and Elyse focus on incorporating the concept of ROM, or Return on the Moment in your business. The pair share a few tips to consider when planning an event for clients.Elyse and Angela work with existing administration and their teams on their events, or can plan an event from start to finish. Their website reflects the scope of their business and the different packages they offer.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with Event Advisorshttps://event-advisors.netLinkedInNow Available!The Sea Captain Way for Financial AdvisorsThe Voyage

The Insider Travel Report Podcast
Why Travel Advisors Should Be Selling More Puerto Rico

The Insider Travel Report Podcast

Play Episode Listen Later Sep 9, 2025 9:20


Francisco Blanch, director of leisure sales at Discover Puerto Rico, talks with Alan Fine of Insider Travel Report during the ASTA Caribbean Showcase about how easy it is for U.S. travelers to visit the destination as well as the many support programs available to travel advisors. He also highlights Puerto Rico's air and cruise access, long holiday season, travel advisor rewards program, natural beauty, and diverse culinary experiences. For more information, visit www.discoverpuertorico.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.

Advisors' Round Table
Our National Debt - Advisors' Round Table 9-925

Advisors' Round Table

Play Episode Listen Later Sep 9, 2025 43:49


Our National Debt - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

Michigan Reimagined
Waggoner Global Advisors Leans Into Financial Technology Projects

Michigan Reimagined

Play Episode Listen Later Sep 9, 2025 28:53 Transcription Available


The professional finance community has embraced technological advancements at an aggressive rate. After all, they are working to earn your business and perform for their clients. Here to share how the team at Waggoner Global Advisors leans into Fintech projects are Portfolio Manager Shanzer Khan, and Software Engineers Wyat Soule & Chad Hildwein

TheNAVigator
NAVigator bonus: CEF Advisors' Scott on picking and managing funds

TheNAVigator

Play Episode Listen Later Sep 9, 2025 20:00


In this interview from the "Money Life with Chuck Jaffe" podcast, John Cole Scott, President of CEF Advisors, discusses his "trifecta analysis" of closed-end funds and how he will frequently add or drop funds to take advantage of market conditions and make the most of tax circumstances, capturing incremental gains and minimizing incremental losses to squeeze the client's desired result in their portfolio.

MillionKids.org
Protect & Prevent - What you need to know about teens, Character AI & Chatbots

MillionKids.org

Play Episode Listen Later Sep 9, 2025 31:35


(The podcast may contain sensitive topics. Listener discretion is advised.)This is the first installment in a critical new series exploring the rise of AI chatbots among teens — with a spotlight on a recent research study conducted by Heat Initiative and ParentsTogether Action. We are deeply grateful for their investment in uncovering how young people are interacting with AI-powered characters, and the alarming risks that can result — including psychological harm, manipulation, and in some tragic cases, real-life consequences.Read the research summary (via Mashable) at https://www.msn.com/en-us/news/technology/characterai-unsafe-for-teens-experts-say/ar-AA1LQw5z**Key stats:**72% of teens have used AI chatbotsOver half use them multiple times a monthCharacter.AI boasts over 28 million monthly users, with more than 18 million unique chatbots created.Many parents aren't aware this is not a passing trend. It's a digital revolution unfolding in the pockets of our kids and often unsupervised. Character.AI is one of the world's most popular AI chatbot platforms. It allows users to engage in deep, ongoing conversations with AI personas — including celebrities, fictional characters, or completely original bots designed to feel like digital friends or companions. It's open to anyone aged 13 and up and verification is weak and easily bypassed.For many teens, these bots become more than a game. They become confidants. Advisors. Romantic interests. And while some interactions are harmless, others escalate often quickly and dangerously. When a child forms an emotional bond with a chatbot that simulates affection, validation, or intimacy, it creates an altered psychological reality. The child may become dependent, manipulated, or traumatized when the bot “ghosts,” behaves inappropriately, or feeds unhealthy beliefs. In some tragic cases, these interactions have contributed to real psychological distress and even self-harm.If you're a parent, teacher, pastor, or first responder, anyone who works with youth in any capacity, and you haven't explored platforms like Character.AI, we strongly urge you to learn about them now. These apps are not fringe or niche. They are everywhere, and your child, student, or congregant may already be engaging with them. Educate yourself, talk to your teens, and follow this series as we unpack this growing phenomenon.We're not here to spread fear. We're here to educate and spark urgency, awareness, and action. Artificial Intelligence isn't going away. But we can prepare our children to navigate it with wisdom, guidance, and boundaries.

The Passle Podcast - CMO Series
Episode 179 - Dr Karen Kahn of Threshold Advisors on Bridging the Cross-Selling Gap

The Passle Podcast - CMO Series

Play Episode Listen Later Sep 9, 2025 25:01 Transcription Available


Law firms continue to struggle with getting their lawyers to cross-sell effectively, leaving significant revenue untapped. The good news is that with the right strategic shift, firms can close the gap between their professionals and cross-selling success. In this episode of the CMO Series, Yasmin Zand is joined by Threshold Advisors Managing Partner, Dr. Karen Kahn, to talk about how firms can do this effectively. Karen is a psychologist, certified coach, and the author of Daunting to Doable.  In this episode, Karen breaks down how law firms can turn relationships into revenue by making cross-selling simple, authentic, and lawyer-focused. She shares the mindset shifts, behaviors, and tech tools that help CMOs and leaders move from broad strategies to personalized, practical business development that actually sticks.   Karen and Yasmin dive into: Karen's career journey in psychology and the pivotal moment she decided to work with law firms The core reasons why cross-selling is central to firms' growth and the barriers stopping lawyers from cross-selling The shift in Business Development from macro to micro and ways firms can better support their professionals The key mindset lawyers need to adopt in order to grow in confidence and successfully cross-sell The role of technology and AI in transforming lawyers' habits into effective cross-selling behaviors Advice for CMOs and marketing leaders wanting to close the cross-selling gap and get their lawyers cross-selling effectively

Professerror
Advisors and Advisees: Setting Expectations

Professerror

Play Episode Listen Later Sep 5, 2025 64:51


Bryan and Steve discuss challenges and ramifications of instances of poorly set expectations between graduate students (i.e., advisees) and faculty (i.e., advisors). Hopefully the stories resonate and possibly even give some tips for how to handle these if they relate to your academic situation. Enjoy!

Pharma and BioTech Daily
Senate Hearings, Vaccine Advisors, and FDA Approvals: The Latest in Pharma and Biotech

Pharma and BioTech Daily

Play Episode Listen Later Sep 5, 2025 0:49


Good morning from Pharma and Biotech daily: the podcast that gives you only what's important to hear in Pharma and Biotech world. Robert F. Kennedy Jr. faced the Senate Finance Committee in a tense hearing amidst calls for the removal of the health secretary. The committee questioned Kennedy on his recent actions, including the firing of CDC director Susan Monarez. Meanwhile, the FDA's new rare disease pathway received mixed reactions, with some questioning its tangible impacts. AC Immune downsized and refocused its pipeline, while Kennedy proposed adding seven new vaccine advisors to the ACIP. Other news included successful RNA editing in an AATD study, demands for YouTube to remove anti-vaccine videos, and a new framework for rare disease approvals by the FDA. Thank you for tuning in to today's episode of Pharma and Biotech daily.

The Independent Advisors
The Independent Advisors Podcast Episode 316: Seasonality in Vogue

The Independent Advisors

Play Episode Listen Later Sep 4, 2025 33:24


#316 topics:September Historically WeakCurrent market positioning: No significant pullback since April lows, creating potential opportunity for buyers during September weakness.Contrarian perspective: Excessive focus on September weakness in media might indicate potential for better-than-expected performance.Currency and International MarketsDollar weakness driving international outperformanceConcerns about international markets' ability to maintain outperformance due to shorter work weeks and slower growth rates compared to US.Housing Market Dynamics Supply-demand imbalance: Redfin data shows 508,000 more home sellers than buyers in June 2024.Despite higher mortgage rates, household debt service remains below historical norms.Oversupply of sellers versus buyers suggests potential downward pressure on home prices.Federal Reserve Policy Shift Fed adopted new approach removing 2% average inflation target reference and focusing on employment shortfalls.AI Job Displacement ConcernsHistorical analysis shows technological advances have created 6 billion jobs despite continuous industry disruption.Show Notes:Post on X by Ryan Detrick at Carson Investment Research on 8.29 - https://x.com/RyanDetrick/status/1961495356287463555 blog post from Jeff Hirsch on 8.27 - https://jeffhirsch.tumblr.com/post/793063284503953408/bears-have-been-running-wild-in-september-since Blog post from Taylor Schulte on 8.28 titled “6 Favorite Investing Charts - https://taylor-schulte.kit.com/posts/the-best-investing-charts-august-2025 Blog Post from Seth Klarman on 8.25. titled “Job Churn” - https://seths.blog/2025/08/job-churn/ If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)

The Sea Captain Way
Measuring Event Success with Event Advisors

The Sea Captain Way

Play Episode Listen Later Sep 4, 2025 35:52


Elyse Stoner and Angela York discuss how their firm Event Advisors transforms routine Financial Services events into tailored and powerful relationship-building experiences on this podcast.Event Advisors helps create and host client events that are not only lavish, but meaningful. Their philosophy centers around achieving high event ROM - Return on the Moment™ by focusing on what truly matters: your clients. Phil and the pair discuss how focusing on client-focused goal-setting, intricate planning, and thorough follow-up ensures each event moment resonates with your attendees and fosters genuine relationships, even after the event ends.Key points:Angela and Elyse focus on incorporating the concept of ROM, or Return on the Moment in your business. The pair share a few tips to consider when planning an event for clients.Elyse and Angela work with existing administration and their teams on their events, or can plan an event from start to finish. Their website reflects the scope of their business and the different packages they offer.SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with Event Advisorshttps://event-advisors.netLinkedIn

Ten Across Conversations
Katrina's 20th: Jeff Hébert on Community Recovery and Resilience

Ten Across Conversations

Play Episode Listen Later Sep 4, 2025 49:18


Hurricane Katrina devastated the Gulf Coast from Florida to Louisiana in 2005 and is still the costliest disaster in U.S. history. New Orleans, a city resting below sea level, is uniquely dependent on engineering for its safety. On August 29th, nearly every defense seemed to fail, allowing storm surge to flood 80% of the city.  As terrible as the storm itself, arguably, were the human failures that contributed to what happened to New Orleans during and after Katrina—flaws in planning, infrastructure, governance, and social equity.  Yet change is possible. And in the intervening years, New Orleans has become known globally as a leader in preparedness, adaptation and recovery knowledge.  New Orleanians are weary of being praised for their resilience. In the past five years alone, the metro area has faced 17 federally declared national disasters—four times the national average. And the challenge of long-term adaptation can be especially overwhelming, especially at a time when consensus seems nearly impossible. But there is no substitute for New Orleans. Its people, environment, culture, and history add up to an inimitable home worth sustaining.  In this episode, longtime friend of Ten Across Jeff Hébert joins us to talk about the 20th anniversary of Hurricane Katrina—the recovery process and the lessons in it that continue to resonate for the future of all our communities. Today, Jeff is chief executive officer for HR&A Advisors. In the years after Katrina, as a New Orleans native and urban planner, he served as a director with the Louisiana Recovery Authority and as a senior official in Mayor Mitch Landrieu's administration. He was also among the first chief resilience officers appointed under The Rockefeller Foundation's 100 Resilient Cities program.  Ten Across founder Duke Reiter talks with Jeff about how his experiences with the long game of adaptation and recovery in New Orleans and beyond have shaped his perspective and his work.  Relevant articles and resources  “Trump's former FEMA chief opens up — and says administration is ‘delaying' aid” (Politico, August 2025)   “20 years after Katrina, New Orleans' levees are sinking and short on money” (Grist, August 2025)   “Coastal communities restoring marshes, dunes, reefs to protect against rising seas and storm surges” (AP News, August 2025)   “Government to keep sharing key satellite data for hurricane forecasting despite planned cutoff” (AP News, July 2025)   “Forced to Move: An Analysis of Hurricane Katrina Movers” (U.S. Census Bureau, June 2011)   “Race, socioeconomic status, and return migration to New Orleans after Hurricane Katrina” (Population and Environment, December 2009)  Related Ten Across Conversations podcasts   Katrina's 20th: Vann R. Newkirk II on What We Owe Climate Disaster Survivors Today Governing Through Times of Crisis and Opportunity with Mayor Mitch Landrieu — Part One Governing Through Times of Crisis and Opportunity with Mayor Mitch Landrieu — Part Two   Investing in New Orleans' Future with GNOF CEO Andy Kopplin  CreditsHost: Duke ReiterProducer and editor: Taylor Griffith Music by: Hanna Lindgren, Lupus Nocte, Hushed Research and support provided by: Kate Carefoot, Maya Chari, Rae Ulrich, and Sabine Butler  About our guest  Jeff Hébert is chief executive officer and partner at HR&A Advisors, an urban development consulting firm with offices across the U.S., whose mission is to ensure their clients succeed in creating equitable and resilient communities. Prior to joining HR&A, Jeff served as Mayor Mitch Landrieu and the City of New Orleans' first deputy mayor, chief administrative officer, and chief resilience officer. He also served as executive director of the New Orleans Redevelopment Authority, Vice President of Adaptation and Resilience for The Water Institute, and director of community planning for the Louisiana Recovery Authority.

The Insider Travel Report Podcast
Meet the New Chair of the American Society of Travel Advisors

The Insider Travel Report Podcast

Play Episode Listen Later Sep 4, 2025 3:36


Lee Thomas, chair of the American Society of Travel Advisors (ASTA) and one of the founders of NousTravel, talks with Alan Fine of Insider Travel Report about his long-term commitment to advancing the trade association and elevating the travel advisor profession. Thomas outlines his priorities, including advisor advocacy, education and professional standards, and reflects on ASTA's growth and renewed influence through events like the ASTA Caribbean Showcase. For more information, visit www.asta.org.  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.  

MoneyWise on Oneplace.com
5 Timeless Principles for Financial Stewardship with Ron Blue

MoneyWise on Oneplace.com

Play Episode Listen Later Sep 3, 2025 24:57


Some things change with the times—but God's financial principles never do. They're not only timeless; they work in every situation, for every person, at every income level.Whether you're barely making ends meet or managing significant wealth, the Bible's wisdom for handling money is always right on target. Today, Ron Blue will unpack five proven principles for managing your money well.Ron Blue is a nationally recognized financial expert, co-founder of Kingdom Advisors, and author of more than 20 books on biblical money management. With decades of experience advising families and leaders, he has dedicated his life to equipping Christians to manage their resources wisely and steward them for God's kingdom purposes.A Lesson From the Senate FloorBack in the early 1990s, Ron Blue was invited to testify before a U.S. Senate subcommittee on family and money matters. When asked what advice he would give American families, his response was simple yet profound:Spend less than you earn.Avoid debt.Build liquidity or margin.Set long-term goals.Give generously.To Ron's surprise, the senator responded, “That would work for every family—at any income level.” Ron smiled and added, “Yes, Senator, including the United States government.”These five principles, he says, are universal. They apply not just to families, but also to businesses, communities, and even nations.Principle 1: Spend Less Than You EarnThis is the foundation of wise financial decision-making.It's the “slow road to wealth,” but it's also the surest way to financial freedom. This principle enables families to establish stability without pursuing risky shortcuts or falling into the trap of trying to become wealthy quickly.Principle 2: Avoid DebtDebt can be both a practical and spiritual burden. From a financial standpoint, debt always mortgages the future. Any borrowed money becomes a priority expense—one that takes precedence over all others until it's repaid.Not all debt is created equal—some can be strategic, like a mortgage—but even “good” debt ties up future income and limits financial flexibility.Principle 3: Build Liquidity (Margin)Margin is what allows families to weather life's inevitable surprises—a medical bill, car repair, or job loss—without spiraling into crisis.People with cash flow margin are always more secure. They know they can meet the unexpected, and that creates peace of mind and security. An emergency fund isn't just about financial stability; it's about emotional and spiritual calm when life throws curveballs.Principle 4: Set Long-Term GoalsShort-term thinking often leads to financial stress and impulsive decisions. By setting long-term goals, families can prioritize spending and align their financial choices with their values.The longer term your perspective, the better your decision today. Goals give direction and help families measure progress—not just in wealth, but in stewardship and Kingdom impact.Principle 5: Give GenerouslyFinally, generosity breaks the power of money. Jesus taught that we cannot serve both God and money (Matthew 6:24). By giving, we release our grip on wealth and keep our hearts anchored in Christ rather than in material security.Generosity is the only way to break money's hold on you.Timeless Wisdom for Every HouseholdWhether you're just starting your financial journey or seeking a reset, these five principles offer a roadmap to freedom and peace. They are not about complicated strategies or quick fixes—they're about faithful, steady stewardship rooted in biblical wisdom. If you do these five things, you'll position yourself for God's best in your finances.On Today's Program, Rob Answers Listener Questions:I recently started a new job, but I still have a 401(k) from my previous employer. Since I'm over 55, I was told I can withdraw from it without a penalty. My husband thinks we should withdraw $15,000 to cover some home repairs, but I'm nervous about dipping into my retirement savings.I'm 51 and planning to retire at the end of next year. I have a state pension, along with several 401(k) and 403(b) accounts I've accumulated over the years. What's the best way to handle these accounts once I retire?My husband and I have been married for 12 years, and we have a prenup that keeps our finances separate. I have around $700,000 in savings and a terminal illness. How should I decide how much to leave for my husband and how much to give to the Lord?I've had a reverse mortgage since 2010, and my house has increased significantly in value. I'd like to know how much equity I can access now and whether I need to refinance, or if it's possible to expand my line of credit simply.Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)FamilyLife | FamilyLife BlendedWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook 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.

The Dr. Peter Breggin Hour
The Dr. Peter Breggin Hour - 9.3.25

The Dr. Peter Breggin Hour

Play Episode Listen Later Sep 3, 2025 58:00


Robert D. Martin comes out of the Christian establishment from places I do not generally have access to, including being on the Board of the Liberty University School of Business, an officer of the Southern Baptist Convention, and working with powerful politicians and financiers. We ended up talking in depth before and after the show on our feelings about God in our lives. Rod is one of the most informed and articulate people I have met on global affairs from a historical and current events viewpoint. He will definitely add to your knowledge about what is going on in the clash between good and evil in the world today. Rod has many insights into the nature of human evil and how it is embedded in our institutions. However, he also expresses hope and details some reasons for hope in the beginning of a rebirth of Christianity in America, especially among younger people.   Rod speaks with amazing clarity and conviction about the most important issues of our day, making this one of my best hours of listening to another person's ideas.   Rod D. Martin, Founder and CEO of Martin Capital and The Rod Martin Report, is an investor, technology entrepreneur, and futurist from Destin, Florida. Fox Business calls him a “tech guru,” Gawker once labeled him a “brilliant nonconformist,” while Britain's Guardian describes him as a “philosopher capitalist.” BlazeTV has named him “one of America's leading public intellectuals.”   Rod was part of PayPal's pre-IPO startup team, serving as special counsel to founder and CEO Peter Thiel and as policy director to former Governor Mike Huckabee. He is active in a variety of charitable and educational endeavors, including service on the Board of Directors of the Center for Security Policy, on the Board of Advisors at the Liberty University School of Business, and as co-founder of the Conservative Baptist Network.     ______   Learn more about Dr. Peter Breggin's work: https://breggin.com/   See more from Dr. Breggin's long history of being a reformer in psychiatry: https://breggin.com/Psychiatry-as-an-Instrument-of-Social-and-Political-Control   Psychiatric Drug Withdrawal, the how-to manual @ https://breggin.com/a-guide-for-prescribers-therapists-patients-and-their-families/   Get a copy of Dr. Breggin's latest book: WHO ARE THE “THEY” - THESE GLOBAL PREDATORS? WHAT ARE THEIR MOTIVES AND THEIR PLANS FOR US? HOW CAN WE DEFEND AGAINST THEM? Covid-19 and the Global Predators: We are the Prey Get a copy: https://www.wearetheprey.com/   “No other book so comprehensively covers the details of COVID-19 criminal conduct as well as its origins in a network of global predators seeking wealth and power at the expense of human freedom and prosperity, under cover of false public health policies.”   ~ Robert F Kennedy, Jr Author of #1 bestseller The Real Anthony Fauci and Founder, Chairman and Chief Legal Counsel for Children's Health Defense.  

The Insider Travel Report Podcast
Why Travel Advisors Need ASTA Now More Than Ever

The Insider Travel Report Podcast

Play Episode Listen Later Sep 3, 2025 10:19


Zane Kerby, president and CEO of the American Society of Travel Advisors (ASTA), talks with Alan Fine of Insider Travel Report at the ASTA Caribbean conference in Jamaica about ASTA's legislative victories, commission payment tools and sverified travel advisor program. Kerby outlines current threats to the profession and urges advisors to join the fight through advocacy, education and unity, as well as such conferences as the ASTA Caribbean event. For more information, visit www.asta.org.  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.  

Advisors' Round Table
Benchmarks - Advisors' Round Table 9-3-25

Advisors' Round Table

Play Episode Listen Later Sep 3, 2025 43:27


Benchmarks - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

All Things Internal Audit
Leadership Lessons from Scaling AI-Driven Companies

All Things Internal Audit

Play Episode Listen Later Sep 3, 2025 26:21 Transcription Available


The Institute of Internal Auditors Presents: All Things Internal Audit TechSponsored by DataSnipper In this companion episode to the Internal Audit: The Catalyst for Strong AI Governance Global Best Practices linked in the show notes, Mike Levy sits down with Vidya Peters, CEO of DataSnipper, to discuss how AI is reshaping audit work and how internal auditors can lead the charge. They discuss real-world leadership lessons, pitfalls in AI adoption, and practical steps for auditors looking to evolve with emerging technologies. HOST:Mike Levy, CIA, CRMA, CISSPCEO, Cherry Hill Advisory GUEST:Vidya PetersCEO, DataSnipper KEY POINTS: Introduction [00:00–00:00:23] AI's Rapid Evolution in Audit [00:00:38–00:02:38] Balancing Change Management With Innovation [00:02:46–00:05:13] Embedding GenAI into Auditor Workflows [00:05:21–00:07:50] Governance Missteps and Shadow AI [00:08:27–00:10:54] Auditors as Advisors in AI Governance [00:11:03–00:11:37] Compliance and Regulatory Considerations [00:11:38–00:12:34] The Future of Agentic AI in Audit [00:13:16–00:14:47] Resource Shortages and Doing More with Less [00:15:20–00:16:05] Audit Under Siege: Talent, Regulation, Quality [00:16:12–00:17:51] Why AI Won't Replace Auditors [00:18:07–00:19:59] Three Waves of AI Change in Audit [00:20:20–00:21:07] What Auditors Should Do to Prepare [00:21:19–00:22:53] Final Advice for Auditors [00:23:35–00:24:50] IIA RELATED CONTENT:  Interested in this topic? Visit the links below for more resources: 2025 IGNITE Conference Global Best Practices: Internal Audit: The Catalyst for Strong AI Governance Knowledge Centers: Artificial Intelligence Course: Leveraging Artificial Intelligence in Internal Audit Tools: Artificial Intelligence 101 for Internal Auditors Webinar: Demystifying Artificial Intelligence Internal Auditor Magazine: A Guide to GenAI Visit The IIA's website or YouTube channel for related topics and more. Follow All Things Internal Audit: Apple PodcastsSpotify LibsynDeezer

How I Raised It - The podcast where we interview startup founders who raised capital.
Ep. 307 How I Raised It with Woodie Neiss of Crowdfund Capital Advisors

How I Raised It - The podcast where we interview startup founders who raised capital.

Play Episode Listen Later Sep 2, 2025 50:26


Produced by Foundersuite (for startups: www.foundersuite.com) and Fundingstack (for VCs: www.fundingstack.com), "How I Raised It" goes behind the scenes with startup founders and investors who have raised capital. This episode is with with Sherwood "Woodie" Neiss of Crowdfund Capital Advisors (https://crowdfundcapitaladvisors.com/). In this episode we go deep into crowdfunding… the different types of crowdfunding such rewards-based, equity-based, donation based etc., as well as the differences between Reg CF vs. Reg D vs. Reg A. We discuss some of the leading platforms founders can use, as well as some surprising insider tips for running a successful raise. How I Raised It is produced by Foundersuite, makers of software to raise capital and manage investor relations. Foundersuite's customers have raised over $21 Billion since 2016. If you are a startup, create a free account at www.foundersuite.com. If you are a VC, venture studio or investment banker, check out our new platform, www.fundingstack.com

The Heart of Healthcare with Halle Tecco
Healthcare Consumers Are Waking Up | Collective Health Co-founder & CEO Ali Diab

The Heart of Healthcare with Halle Tecco

Play Episode Listen Later Sep 2, 2025 52:24


Healthcare costs keep climbing, and yet patients and employers often feel powerless to change the system. What if outsiders—those not steeped in the traditions of healthcare—are actually the ones best positioned to fix it?This special episode is a reshare from The Benefits Playbook podcast, where Halle joins Collective Health CEO Ali Diab. Together, they unpack what it takes to make health benefits simpler, more transparent, and more consumer-focused.We cover:

Advisors' Round Table
Let's Talk About Recession - Advisors' Round Table 9-2-25

Advisors' Round Table

Play Episode Listen Later Sep 2, 2025 43:41


Let's Talk About Recession - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

VC10X - Venture Capital Podcast
VC10X - The Shift From Diagnosis to Prognosis: A New Era in Healthcare - Sam Libby, TCB Capital Advisors

VC10X - Venture Capital Podcast

Play Episode Listen Later Sep 2, 2025 40:23


Sam Libby is a veteran healthcare investment banker and the founder of TCB Capital Advisors. After a long career, he's now dedicated to a single mission: making a real, tangible impact on patient care. Links: ⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comTCB Capital Advisors website - https://www.tcbcapitaladvisors.com/Sam Libby on Linkedin - https://www.linkedin.com/in/sam-libby-b4530b48/

Wicked Pissah Podcast
#262 - Risk Management with Scott Heinila, CEO of Optimized Insurance

Wicked Pissah Podcast

Play Episode Listen Later Sep 2, 2025 40:46


Risk Management with Scott Heinila, CEO of Optimized Insurance Hosts Brad Wright and Michael Connaughton are joined by Optimized Insurance CEO, Scott Heinila. After graduating from California State University Long Beach (CSULB) with a Finance degree, Scott began his insurance career in 2001, dedicating his time to assisting Insurance Professionals and Financial Advisors within the three facets of Protective Portfolio Planning – annuities, life insurance, and long-term care insurance. He's an expert in the industry with 20+ years of experience, Scott has led roles such as the Director of Sales for a growing FMO, Regional Vice President with a leading fixed and indexed annuity insurance company, and most recently, the Executive Director for Producers Choice Network. In his current role, Scott is the CEO and Co-Founder of Optimized Insurance Planning, a wholesale insurance planning and marketing firm. He is also the President and Founder of Prism Wealth Preservation, a professional financial & insurance services firm specializing in working with pre-retirees, retirees, and business owners. Scott is also the host of the Optimized Advisor Podcast, dedicated to enhancing the professions, best practices, and personal well-being of Advisors. They discuss:  Approaching risk management via annuities, life, and long-term care insurance  Common advisor obstacles to utilizing each  Resources for both advisors and clients Optimized Insurance: https://optimizedins.com/ https://www.linkedin.com/company/https-www.linkedin.com-company-optimized- insurance-planning-/ For more information, contact Bill Bonk: Bill@optimizedins.com  

TIQUE Talks
143. Hot Take: Low-Cost Marketing For Travel Advisors

TIQUE Talks

Play Episode Listen Later Aug 29, 2025 7:03


Welcome to the new “Hot Take” series! Each Friday, Jennifer and Robin will bring you timely, bite-sized conversations designed to give travel advisors a little more insight, clarity, and connection heading into the weekend. No fluff, no filler, just real-time reactions to what's happening in the industry and what their community needs most. In this kickoff episode, they answer a question from Leonora, a luxury travel advisor looking to grow her social media reach without overspending. They share smarter, more sustainable strategies, like using turnkey tools to create a polished digital presence and repurposing high-quality content to boost SEO. They also recommend leveraging PR opportunities through articles, podcasts, and media features to expand reach without overspending. The episode wraps up with a fun invitation for listeners to submit their own questions and join the conversation! JOIN THE NICHE COMMUNITY - an interactive membership for travel advisors wanting the community, education, & support to grow their business! VISIT THE TEMPLATE SHOP EXPLORE THE PROGRAMS FOLLOW ALONG ON INSTAGRAM @TiqueHQ

Unstoppable Mindset
Episode 366 – Unstoppable Woman of Many Talents with Kay Thompson

Unstoppable Mindset

Play Episode Listen Later Aug 29, 2025 69:35


Our guest this time is Kay Thompson. As Kay says in her bio, she is a minister, TV show host, author, Realtor® and business owner. If that isn't enough, she has raised a son and a daughter. Kay grew up, as she says, a military brat. She has lived in a number of places around the world. Like others we have had the pleasure to have as guests, her travels and living in various places and countries has made her curious and given her a broad perspective of life.   After high school she went to college. This life was a bit of a struggle for her, but the day came when she realized that college would be a positive thing for her. She will tell us the story.   After college she and her second husband, her first one died, moved to Atlanta where she has now resided for over 30 years. Kay always has had a strong faith. However, the time came when, as she explains, she actually heard God calling her to go into the ministry. And so, she did.   Kay tells us about how she also has undertaken other endeavors including writing, selling real estate and working as a successful Television host. It goes without saying that Kay Thompson performs daily a number of tasks and has several jobs she accomplishes. I hope you will be inspired by Kays's work. Should you wish to contact Kay, visit her website www.kaythompson.org.     About the Guest:   Kay Thompson is a minister, TV show host, author, Realtor® and business owner. She is the founder of Kay Thompson Ministries International, a kingdom resource for healing, hope and spiritual development. Kay is also the founder of Legacy Venture Group, a consulting and media firm which has helped countless businesses, organizations and individuals to strategically maximize potential. Kay holds a BA in Art History from Rutgers University in Camden, NJ, and an MA in Christian Ministry from Mercer University in Atlanta, GA. She is the former program director of WGUN 1010 in Atlanta and hosted the Kay Thompson TV Show, which aired on WATC-TV 57 in Atlanta. She currently hosts for the Atlanta Live broadcast on TV- 57. Kay is a member of the staff for the Studio Community Fellowship at Trillith Studios in Fayetteville, and is a host for their weekly service. She also serves as a member of the Board of Advisors for the A.D. King Foundation and works with several other non­ profit organizations in the Metro Atlanta area. Kay has lived in Georgia for over thirty years and is a resident of Stockbridge. She has two wonderful children: Anthony (Jasmine) and Chanel; and one grandchild, AJ. Kay enjoys reading, bowling and spending time with her family.   Ways to connect with Kay:   Facebook (Kay Thompson Ministries) https://www.facebook.com/kaythompsonministries Instagram (@kayrthompson) https://www.instagram.com/kayrthompson/     About the Host:   Michael Hingson is a New York Times best-selling author, international lecturer, and Chief Vision Officer for accessiBe. Michael, blind since birth, survived the 9/11 attacks with the help of his guide dog Roselle. This story is the subject of his best-selling book, Thunder Dog.   Michael gives over 100 presentations around the world each year speaking to influential groups such as Exxon Mobile, AT&T, Federal Express, Scripps College, Rutgers University, Children's Hospital, and the American Red Cross just to name a few. He is Ambassador for the National Braille Literacy Campaign for the National Federation of the Blind and also serves as Ambassador for the American Humane Association's 2012 Hero Dog Awards.   https://michaelhingson.com https://www.facebook.com/michael.hingson.author.speaker/ https://twitter.com/mhingson https://www.youtube.com/user/mhingson https://www.linkedin.com/in/michaelhingson/   accessiBe Links https://accessibe.com/ https://www.youtube.com/c/accessiBe https://www.linkedin.com/company/accessibe/mycompany/ https://www.facebook.com/accessibe/       Thanks for listening!   Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page. Do you have some feedback or questions about this episode? Leave a comment in the section below!   Subscribe to the podcast   If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can subscribe in your favorite podcast app. You can also support our podcast through our tip jar https://tips.pinecast.com/jar/unstoppable-mindset .   Leave us an Apple Podcasts review   Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.       Transcription Notes:   Michael Hingson ** 00:00 Access Cast and accessiBe Initiative presents Unstoppable Mindset. The podcast where inclusion, diversity and the unexpected meet. Hi, I'm Michael Hingson, Chief Vision Officer for accessiBe and the author of the number one New York Times bestselling book, Thunder dog, the story of a blind man, his guide dog and the triumph of trust. Thanks for joining me on my podcast as we explore our own blinding fears of inclusion unacceptance and our resistance to change. We will discover the idea that no matter the situation, or the people we encounter, our own fears, and prejudices often are our strongest barriers to moving forward. The unstoppable mindset podcast is sponsored by accessiBe, that's a c c e s s i capital B e. Visit www.accessibe.com to learn how you can make your website accessible for persons with disabilities. And to help make the internet fully inclusive by the year 2025. Glad you dropped by we're happy to meet you and to have you here with us.   Michael Hingson ** 01:17 Hi, everyone. I would like to say greetings wherever you happen to be today, we have a wonderful guest today. This is a woman, I would say, of many, many talents. I've been looking forward to this for a while. Kay Thompson is a minister, a TV host. She's an author, she's a realtor, and she's a business owner. My gosh, all of those. I want to find out how she does all those. But anyway, Kay, I want to welcome you to unstoppable mindset. We're really glad that you're here.   Kay Thompson ** 01:54 Well, thank you so much for having me. I appreciate being here, and thank you for contacting me excited.   Michael Hingson ** 02:01 Well, how do you do all those things all at once?   Kay Thompson ** 02:05 Well, you know, definitely can't do them all at once. Oh, okay, well, so have to kind of parse them out each day. And as I get assignments, that's how it goes. And got to prioritize one over the other. You   Michael Hingson ** 02:22 know? Well, we will, we will get to all of those, I am sure, in the course of the next hour or so. But I'm really glad that you're here, and as yet, I've been looking forward to this for a while, and and I'm sure we're going to have a lot of fun. Why don't we start? Maybe you could go back and tell us kind of about the early K growing up. What about you? So people can get to know you?   Kay Thompson ** 02:44 Oh, yeah. So growing up with the daughter of a military father, military officer. As a matter of fact, he rose to the rank of Lieutenant Colonel. So that was interesting. So it was kind of a privileged military life in that sense that, you know, he just was always, he was a very important figure in his time. So that was interesting, walking on the base with him. And, you know, people would stop and salute him, you know, it was, it was, and I was just a little caught, you know, just running alongside him and just real proud, real proud   Michael Hingson ** 03:28 of my father. Did you have any Did you have any siblings?   Kay Thompson ** 03:31 I do? I have two brothers. Yeah, they both lived in Arizona. I was in the middle, so smashed right in the middle between two very muscular, very had a very demanding, commanding, excuse me, commanding presences. So in between the two brothers there, yeah, and then my mother, she was an English teacher, and very, you know, did excellent in her own right. She did a lot of drama, just a lot of teaching. She ended up in her 60s getting her doctorate degree, and, you know, just really excelled in education. And so she was the one that was really big on education. You know, go to school, go to school. Go to school. I don't want to go to school. Well, you need to go to school anyway. So I went to school anyway. That's how I can say my life was. Now, where did you grow up? All over,   Michael Hingson ** 04:32 okay, you did. I was going to ask if you did a lot of travel, since your dad was in the military.   Kay Thompson ** 04:38 Yeah, we certainly did. I was born in Tacoma, Washington. Oh, I don't remember any portion of it, because we were the only there, basically, so I could be born. I feel like, I know that's not the reason. But we went to Washington so I could be born, and then we lived there about a year, and then we moved to New York City. Then. We moved to. Now, by this my brother was already born, because all of us are three years apart. So my brother was born in Verdun, France, okay, and then they moved to, I can't remember where they were before that. I don't know if they went straight to from there to Washington State, and then we moved to New York, and then we went to Aberdeen, Maryland, and that's where my younger brother was born. And then from there, we went to Germany. We stayed there for about three years. From Germany, we went, I can't believe I remember all this. And from Germany, we went to Ohio. We stayed there for a couple of years. And actually we were there when they had that tornado. Was like in the 70s, there was a tornado Zenith Ohio. Well, we weren't far from zenith at the time. So we were there. Then we moved from there to Virginia, and it was there for three years, then to New Jersey, and then that's where my father retired. So we were all over the place.   Michael Hingson ** 06:10 You were, my gosh, well, did you, did you learn any of the foreign languages when you were in Germany and France, or, yeah,   Kay Thompson ** 06:23 in Germany, we could only, I only remember vaguely, you know, hello, thank you to know what it is now off beat is saying goodbye, Danka and bitter, thank you. You're welcome and good, yeah. But tight. But, no, no, we didn't do that at all   Michael Hingson ** 06:47 so, but you, you certainly did a lot and you had a lot of adventures. How do you think that all of that travel affected you as you grew older? What? What did it do that helped shape you?   Kay Thompson ** 07:03 Well, I know that, you know, of course, traveling. You know, you hear the story about kids all the time they travel, and because if they're if they're moving a lot, it's hard to create lasting, long term friendships, because you're just constantly moving. And you know, never mind moving to another city, but when you go to another state, even from another country. Now, I did happen to have a friendship with a young lady. Her name was Audrey, and I met her in Germany, and I was between the age of about three to five. I met her in Germany, and we stayed friends till I was in Virginia. So you're talking from Germany, wow, to Maryland, to Virginia. We were friends until Virginia, but then once I left Virginia and went to New Jersey, and I was there for my part of my middle school and then the rest of my high school, we fell out of touch. So that was one of the things I would say is difficult, you know, just having lifelong friends, yeah, that was, that was probably one of the more difficult things. But one thing on the other side is it made great being that person that was a world traveler. It was great when you're in school and they, you know, they ask you in your classroom, hey, you know, tell us something unique about you. Oh, well, I've been to Germany because my parents, when we were in Germany, they wasted no time traveling. They were always traveling. We were on the road all the time. I mean literally, and you know, they, they were just great world travelers. We went we went to Italy, we went to Spain, we went to France, we went to Switzerland. We went everywhere in Europe that they could get in that Volvo that they had. We had a nice little Volvo, and we would pitch out at, you know, campsites, you know, just any way they could to get where they needed to get, because they wanted to see these sites, and especially because my mother was an English teacher, she did a lot of plays, she directed a lot of plays, a lot of Shakespeare. And so a lot of these places were in these books, in this literature that she taught, and I'm sure that's probably one of the major reasons they did all this traveling, all these places that she had studied about, and, you know, taught about, she actually got to go see now, I must say, the only place I didn't go to that I wanted to go to that for some reason, she took my older brother. She didn't take any, noone else went, but my mother and my older brother. And I can't understand that trip to this day they those two went to. Greece. We didn't know. No one else in the family went to Greece. And I meant to ask, I'm going to, you know, when I finish this interview, I'm going to call my brother and ask him, What, what? What did you and mom go to Greece? You know, because nobody else got to go. But I would have loved to go there as well, but, but at the time, you know, new kid, it was okay. Mom and mom and Chuck are going away. Okay. But now that I think back and look back, maybe it was, I never, I never asked about that, but I'm going to ask, Did   Michael Hingson ** 10:34 it help you, though, develop a sense of adventure and and not create any kind of fear of of traveling around. Did it make you a more curious person? Because you got to go to so many places? Oh, I asked that in the on the basis of as you grew older and thought about it.   Kay Thompson ** 10:52 Oh, yeah, I'm a very curious person, curious person, and at times that can be a little nosy, right? And so, yeah, so that, to me, was, I think, one of the ways that built expanded my mind in terms of wanting to know about people and about things, because I've worked in public relations for many years, and so just being able to understand the perspective of other people from different cultures and different mindsets, being open to people from different cultures, different races, different religions, wanting to hear their point of view, interested in you know how they feel about things, because you can have a subject, or You can have something come up, and you have so many different perspectives from people. And you can see the very same thing, they can be shown the very same thing, but one person sees it from their lens, you know, from where you know, yeah, whether it's how they grew up or their external influences, and then someone could see the very same thing, and it interpret it totally different. Yeah. So   Michael Hingson ** 12:08 one of the one of the things that I've noticed in talking to a number of people who came from military families and and others as well, who did do a fair amount of travel to various countries and so on. They do tend to be more curious, and I think that's a very positive thing. They they have a broader outlook on so many things, and they tend to be more curious and want to learn more and wish that more people could have the same experiences that they had.   Kay Thompson ** 12:40 Yeah. I mean, not afraid to try new things too, for things that other people would would not like. I remember in Germany being very young, being fed octopus and snail. You know, these delicacies over there in Germany, I remember that at this my where my father was stationed, in Germany. The street, it was in like a court area. It felt like a court area, big apartments set up in a U shape, and then right across in a U shape in the in the middle of a field, like an open space, not a field, but an open space. And then right outside of that open space, we could jump out of that open space right into a busy street called Roma Strasse, and right on the other side of that busy street was Old Town, Germany, literally stepping there were no fences and no bars and no gates. We're stepping straight from our backyard into Germany, because the base was more Americanized. So you really felt Americanized on the base. But once you stepped into Germany, the houses were these. You know, cobble it was cobblestone streets. And I remember me and my brothers used to walk out of our backyard, that big open area, and go across the street into Germany and get the authentic gummy bears. That was our weekly trip. And these gummy bears, I'm telling you now, for gummy bear enthusiasts out there, the gummy bears in Germany looked nothing like these gummy bears that we see here. They were huge. They were the cutest little bears. I almost felt guilty eating them, but we just had a great time. I remember great memories from our exploits, our visits, the life was different. You know, toilet paper was harder. I just remember now that was years ago. I don't know what it's like now, but   Michael Hingson ** 14:49 yeah, but does the gummy bears taste better?   Kay Thompson ** 14:53 Well, now I can't remember, because then, when you're a kid, any candy, you know, if you say candy, I say, yeah. Much, you know. So when I was that young, I couldn't tell, but they probably did, you know. But then again, for those people that like because I don't drink, but the beer there is much darker, too. So some people don't like that. So better to them. You know, could be, you know, we don't like it to us. So   Michael Hingson ** 15:25 I've never been to China, but I've been to Japan twice, and there's a food in China called dim sum. Are you familiar with dim sum? Okay, I'll tell you dim sum in Japan is I and I think better. It's different and tastes better than dim sum in the United States. Now I have to go to China one of these days and try it. Yeah.   Kay Thompson ** 15:48 Well, if you ever go to the buffets, have you ever gone to the Yeah? Yeah. Okay, so if you notice the people that work there, they do not eat the food that the buffet. Yeah, they so one day I'm going to do this too. I'm like, hey, you know, can I have some of which   Michael Hingson ** 16:09 you guys eat? Yeah, yeah, yeah, well, yeah, but it is, it is interesting. It's fun to to investigate and explore. And I haven't traveled around the world much. I have as a speaker, had some opportunities to travel, but I think my curiosity came from being a blind person who was encouraged by my parents to explore, and the result was that I did a lot of exploring, just even in our house around our neighborhood. And of course, when the internet came along, and I still believe this is true, it is a treasure trove of just wonderful places to go visit. And yeah, I know there's the dark web and all that, but I ignore that. Besides that, probably the dark web is inaccessible, and maybe someday somebody will sue all the people who have sites on the dark web because they're not accessible. But nevertheless, the internet is just a treasure trove of interesting places to visit in so many ways. Yeah,   Kay Thompson ** 17:17 and then a virtual reality. So one of the places that I wanted to go to was, I've always wanted to go to Egypt. I haven't had an opportunity yet, and personally, right now, don't know how you know how good an idea that is right now. Yeah, but I went to a recent VR exploration of the pyramids in Egypt. And I'm telling you, if that was how it seemed, it's definitely was a way to help me to, you know, live it out, so to speak. Because there's, like, for instance, there's a place in Florida called the Holy Land, the Holy Land, you know, the whole just like a theme park. And they say it looks, you know, there are areas where it looks just like Israel, parts of Israel. So, you know, in that respect, I've been able to realize some portion of the dream. But yeah, I have been love to get there.   Michael Hingson ** 18:16 I have been to Israel, and I enjoy happy. I was in Israel two years ago. Oh, well, so what did you do after high school?   Kay Thompson ** 18:30 Oh, after high school, interesting. So remember when I was telling you about the school thing? So I was in and out of school. I went to I started college in New Jersey. Where did you I went to Rutgers University. Rutgers, yeah, well, first I started in New Brunswick. Then I came back because we lived closer to Camden. We lived we lived in New Jersey, closer to Philadelphia. Philadelphia was about 20 minutes away.   Michael Hingson ** 18:57 Mm, okay, I lived in, I lived in Westfield, New Jersey. So we were out route 22 from New York, about 15 miles. So we were in the north central part of the state, okay, South North part, or whatever, of the state.   Kay Thompson ** 19:11 Okay, okay, yeah. Well, yeah. First it was in New Brunswick. I was there. And then after I did that, I went for about a semester, and then I transferred over to Hampton University, because both my parents went to Hampton, so I said Hampton didn't stay there, and then I ended up coming back and going to Rutgers in Camden, and there I completed my degree. Took me eight years to complete it. What   Michael Hingson ** 19:42 did you get your degree in?   Kay Thompson ** 19:43 I got my degree in art history and sculpture. So, okay, yeah, and I love what I did. I you know, I had a museum work. Loved working in a museum, and could tell you about all the i. You know, the art, the sculpture, just loved it. But it took me a minute to get that then. And then, after that, I went to, I moved to Atlanta in 92 the end of 92 so after high school, you know, just a lot of challenges, just trying to figure out who I was and what did you do. You know, how I wished I would have, now, looking back on it, I wish I would have, maybe when I got out of high school, just taking some time off first. And because in my heart, I knew I, I knew I, I knew I didn't want to go to school, but I knew I needed to go. I knew there was something in me that said, you you need to go to school. But mentally, I don't think I was mentally prepared for it, for for the you know, because when you get out of high school, and you go into college, it's a unless you take AP courses in high school, you're not prepared for the amount of work you're going to get inundated with. And it was just overwhelming to me. It took all my time. I felt like I was that person. I had to keep reading things over and over again just to get it, I used to have to, not only did I take, you know, what friend of mine calls copious notes, but then I also had to put it over in index cards. And you know, it just took me a long time because my heart wasn't in it at the time. So I ended up meeting a gentleman, my first husband. We were married, we had a son, and then, but he passed away, I think, when my son was about three, and then that's when, okay, okay. Now, you know you now, now, now. I wanted to go. Now I wanted to finish. So it was   Michael Hingson ** 22:00 your it was your husband that passed away. Yes, yeah, okay, yeah, all right, so then you decided you really needed to to do school.   Kay Thompson ** 22:12 Yeah, I needed to complete it. So that's what pushed me to complete it, leaving   Michael Hingson ** 22:17 the major aside of sculpture and art and his art history and so on. If you were to summarize it, what did college teach you?   Kay Thompson ** 22:30 Oh, that's a great question. What did college teach me? Well, you know, it taught me that, you know, I think we just need to, well, you need to know how to focus. It's really was a disciplining moment in my life. I was an Army brat. You know this bottom line, I was an Army brat even though I felt like I didn't get a whole lot of things that I wanted. In reality, I had a, like a kind of a spoiled mentality. And when I got to college, I realized that this stuff is not going to be handed to me, you know, you're not going to be handed an a you know, I'm not going to do your studying for you, you know. And so helping me to kind of detach from things I had just depended on for so long. But in that transition, it became very lonely. College was very lonely. I mean, even when I left, because I got out of when I first went to Rutgers and cam in New Brunswick, right out of high school. I had, I was at the dorm, and I wasn't ready for a dorm. I wasn't ready for that life because, you know, I left almost before the semester was over and I had to go and make up the classes. And, you know, thankfully, they allowed me to make up some of my you know, majority well. As a matter of fact, they let me make them all up, but I still had to put in the work. And that was my thing, putting in the work, putting in the work and doing things that I didn't necessarily like. Because even though I liked art and I like sculpture and all that. There were other classes that I had to take, like humanities and algebra, you know, and history, you know, not not art history, but you know, American history, European history, and all these different other subjects, these other prerequisites or curriculum that you have to take. And I didn't always enjoy those and other I don't want to do that, but no, you actually have to do it. So I'm going to say that college really helped me learn about disciplining myself to do things that I don't necessarily like, but they are required of me,   Michael Hingson ** 24:58 and I. But I would tell you, if you asked me the same question, that would be my answer. It really taught me a lot about discipline. It taught me also to realize that I really did like inappropriately so adventure and exploration and being curious and so on. I also found that my best college courses were the ones, no matter what the subject was or whether I really enjoyed it or not, were the ones where I had good teachers who really could teach and who were concerned about students and interacting with students, rather than just giving you assignments, because they then wanted to go off and do their thing. But I liked good teachers, and I went to the University of California at Irvine, and had, very fortunately, a lot of good teachers who encouraged discipline and being able to function in unexpected ways and and they also pointed out how to recognize like if you're doing something right, like in physics, when my Masters is in physics, one of the First things that one of my professors said is, if you've got to get the right answer, but the right answer isn't just getting the right numbers, like if you are trying to compute acceleration, which we know is 16 feet per second squared, or 9.8 meters per second squared. That's not right. Anyway, 3232 feet per second, or 9.8 meters per second, it isn't enough to get the 32 feet or or the 9.8 meters. You've got to get meters per second squared. Because that never mind why it is, but that is, that is the physics term for acceleration, so it isn't enough to get the numbers, which is another way of saying that they taught me to really pay attention to the details. Yeah, which was cool. And I'm hearing from you sort of the same thing, which is great, but, but then you went to college, and you majored in what you did, and so did you work in the museum part of the time while you were in college?   Kay Thompson ** 27:31 Well, what happened is, I had an art history teacher who just took a, I guess, a liking to me, because I was very enthusiastic about what I did, because I love what I did. And I had a writing background, because I had a mother who was an English teacher. So all my life, I was constantly being edited. So I came in with pretty good grammar and pretty good way to I had a writing I had a talent for writing in a way that the academic were looking for, that art history kind of so I knew how to write that way, and she hired me to help her. She was a professor that did, you know, lectures, and she hired me, paid me out of her own salary, kind of like a work study. And so I worked for her about 20 hours a week, just filing slides and, you know, helping her with whatever she needed, because she was the chair of the department. So that was a great opportunity. I was able to work with her and and maybe feel good to know if somebody thought, you know enough of you know what I did to to hire me, and feel like I I could contribute, and that I was trusted to be able to handle some of these things. I mean, you know, and I don't know how difficult it is to file slides, but you know, when it teacher wants to do a lecture, and back then they were these little, small, little, you know, square slides. Square slides drop into the projector, right? And she's looking for, you know, the temple of Nike. You know, she wants to find it in order. You know, you pull that slide and you put it in your projector, right, carousel, right, yes, yes. So that's what I did, and it was great. I loved it. I learned college. I loved I loved the college atmosphere. I loved being in that vein, and I think I really found my niche when I was when I went to Rutgers in Camden.   Michael Hingson ** 29:48 Well, there's a history lesson sports fans, because now, of course, it's all PowerPoint. But back then, as Kay is describing it, when you wanted to project things you had. Slides. So they were pictures, they were films, and they were all these little squares, maybe two inches square, and you put them in a carousel, and you put them in the projector, and every time you push the button, it would go to the next slide, or you could go back the other way. So PowerPoint is only making it a little bit more electronic, but the same concept is still there. So there, there I dealt with slides. So after college, you, you did time at the university, at the museum, I gather,   Kay Thompson ** 30:31 okay. So what happened with the museum after I graduated from college, immediately I moved to New Jersey, yeah, you know, right? I'm gonna say probably about six months, six months to a year before college, is when my first husband died, and then after I graduated, um, I moved to New Jersey first. Where did you graduate from? Again, Rutgers University in Camden. Okay, so   Michael Hingson ** 30:59 that's New Jersey so you, but after college, you moved,   Kay Thompson ** 31:03 I moved to Georgia, Georgia that   Michael Hingson ** 31:06 that makes more sense. Okay, okay,   Kay Thompson ** 31:08 okay, sorry, yeah, so I moved to Georgia, and immediately, when we came to Georgia, you know my I came with a gentleman who I married shortly after, I moved to Georgia and we opened a art gallery. We were entrepreneurs. We came because, you know, there was, we felt like there was more opportunity in Georgia for small business owners, or would be potential small business owners, or people who wanted to realize their dream. And we know that in Georgia now, I don't know if you know this, but Georgia is a great place for entrepreneurs, so definitely better than where I was at the time. So we packed the U haul and just threw everything in there and came to Atlanta. Now my the gentleman who would be my husband. So I just say my husband now, then he, he had a sister here, so we visited first with her, and that's how we got to really see the scene, check out the scene, and then we came back and moved and found our own place and everything like that. So but when we came, I opened it, I had an art gallery for about a year or so, little bit longer and but that didn't work out. Didn't, you know, just, you know, some things you tried. Just yeah, just didn't work. But then my husband and now just FYI for you, this person, the second person, I married, the second man. He passed away too, but that was in 2008 but so he's my late husband too. So I have two, two husbands that passed away. One was the first one was much younger, and my second husband. We were married for 16 years. This is early on in our relationship. We he he opened a brass outlet, a just all kinds of beautiful black brass vases and animals and just anything brass you wanted. But also, after I shut down the museum I had or the gallery, it was an art gallery, I moved my pieces into his brass outlet, and there I was able to kind of display them and sell them. We had pieces that range from, you know, $25 to $500 so we I found a little space there that I could do my work. So it was a nice little coupling.   Michael Hingson ** 33:43 Yeah, I'm with you. Uh huh. So so you, you have obviously moved on from from doing a lot of that, because now you have other endeavors, as we mentioned at the beginning, being a minister, an entrepreneur, an author and so on. So how did you transition from just doing art to doing some of the things that you do today?   Kay Thompson ** 34:18 Okay, so what happened is when I came to and I guess this is the really, deeply more personal aspect of it all, when, when I came to Atlanta again, my my first husband had passed away. He committed suicide. Yeah, so when I came to Atlanta, my second husband and I were not yet married, and all I knew is that I wanted the relationship not to be the way the first one was, in a sense of. I I didn't want to go through that specific kind of trauma again and and not that the the two gentlemen were similar. They were very different people. My second husband was a very confident, very strong willed, you know, type of a person, but the trauma and my first husband, he had his own strength in, you know, but there's something that happens when you decide, you know, to end your life. Yeah, I wanted to make sure that I had some sort of support, divine support, because the going through something like that, and when I say something like that, not only am I talking about the suicide, but the fact that he was On we were on the phone together when this happened, so and then just dealing with everything that happened around it, you can imagine someone feeling a little bit insecure, unsure. So I really began to seek God for that relationship that I know would sustain me. I had grown up, you know, my parents grew up, they brought us to church. You know, I wouldn't say my parents were they weren't ministers, but they were active in whatever church they went to, and they made sure that we went to church every Sunday, even the Vacation Bible School. I can remember that in New Jersey, I remember, you know, them just being a very, very involved. My my parents. My mother was a singer, so she sang a lot in the choir, lot of solos. My father was a deacon. They both became elders, and elders, meaning they were just senior members of ministry. Because elder in the I'm in a non denominational ministry now, but elder is another way of saying a ordained male Minister their particular denomination, an elder was, you know, almost you might want to say like a trustee, so, but they were root, they they were they were integral to their church, And they were really foundational members. And so I just remember that impact on my life, and so I needed to make sure I had that grounding, and I knew I didn't have it because I was doing any and everything I wanted to do. You know, one of the reasons my my second husband, said, You know, he, I was the one for him, is because we had a drinking competition and I beat him, you know, we were taking shots, and I beat him. And so, you know that that was something that, you know, he said, Oh, you're, you know, girl, you're the one for me. And so that was our life, running, you know, we did a lot of. We entertained. We, you know, we did a lot of partying, as you say, a lot of having a great time. We were living our best life, right? So I knew I wasn't living a life that I could tell, Hey, God, see my life, Aren't you proud? It wasn't that life I was living. I wasn't, you know, doing biblical things. I wasn't living life, right? So I needed to make sure when I came to New Jersey, I mean, when I came to Atlanta from New Jersey with this gentleman that I had not yet married, I said, Lord, you know, help me make the right decision. And I'd say we could be moved to to Georgia in it's something like January, February. Okay, we got married about two months later, and then a month after that, I was pregnant with my daughter. So things being that, it happened very fast. But one thing about it is, of course, when you're pregnant, as a woman, you know, you can't do this. I couldn't do the things that I was doing before, right? The partying, smoking, the drinking, all of that, you know, for the sake of the child. You know, you just can't do it. So I went through a terrible withdrawal. Yeah, it was, it was pretty bad and and the only refuge I had was the church. So that's how I really got into the church. And once I got into the church, I had, I had been in the church before I had made a decision. Decision when I was about, I'm going to say about five, five or six years prior to that, I had given my life to the Lord. I had, you know, come into a relationship with the Lord, but life happened, and I got out of it. You know, I quickly kind of got out of it. And so for many years, I was just doing my own thing. So again, when, when, when we came to Georgia, I got pregnant, got married, going through with the withdrawals. I just, you know, I just went back into the church, uh, rekindled that relationship. Or, or the Bible says that he, he, he's with loving kindness. Has he drawn you? So he really drew me back based on my need. And so I came back to the church and got really, really involved in ministry. And as I got involved, I just kind of threw myself into it, because I could not do the previous things I did. And then even after I had my my second child, it's a daughter, so I have a son and a daughter, I had to live a life that was good for   Michael Hingson ** 41:05 them. And what did your husband think of all that?   Kay Thompson ** 41:09 Oh, yeah. Well, first he thought I had joined a cult. Okay, yeah, that's so that was his first impression. So he came to the church because he wanted to see who these cult members were that were drawing away his wife. And when he came, he got kind of hooked to the church, yeah? But our our faith was never at the same level. You know? He came because of me. I came because of of God, right? And I don't know if he ever really, I don't think he ever really got to that level that I did, where I was just gung ho. Everything was, you know, I was a Jesus girl. I was a holy roller, you know. And he did it for us. He did it for, you know, task sake, because he was a task oriented person. But he came, he came to be a very like my parents. He came to be very important part of the church. He was a deacon. He was faithful. He loved our leaders. He served with faith and integrity. But when it came to that, you know, deep seated personal relationship with God, where you know God, I just give you everything you know that that was mine. That was what I did. So we differed in that respect, yeah,   Michael Hingson ** 42:35 well, well, hopefully though, in in the long run, you said he's passed. I assume it was not a suicide.   Kay Thompson ** 42:45 No, no,   Michael Hingson ** 42:46 Ben that he is. He is moving on in that faith. So that's a hopeful   Kay Thompson ** 42:53 thing. Yeah, I believe he is. He had congestive heart failure and he passed away. And, yeah, I believe he he's now at rest, enjoying his rest. Yes, there   Michael Hingson ** 43:06 you go. So when did he pass in 2008 Okay, so that was 17 years ago. Okay, yep, well, so you were very involved in the church. And I suppose in some senses, it's probably a question that is reasonably obvious, but then I'll still ask, how did you get into the ministry from being very heavily involved in church, and when did that happen?   Kay Thompson ** 43:38 Okay, so one day our church. You know, the churches we have depending on, I guess, your faith or leaders do in the beginning of each year, we have a 21 day consecration, which we do in January, throughout the month of January. You know they might say, okay, 21 for 21 days. Read these scriptures, and we're going to fast from, you know, sweets, meats, or, you know, whatever the directive is. And so we was in a 21 day fast, and that was at my home one day. It was in the middle of the night, and I distinctly heard a call to preach. And that's really how the it all began. I mean, I knew, you know, the Bible says that, you know, even with Jeremiah and Jeremiah one, he says, Before the foundation, you know, before your mother and your father, you know, were together, I have already called you. I already ordained you. So I heard this call to preach, very distinct call, and at that point, I told my pastor, and from that point, I was kind of groomed, and as time went on, I was given more responsibility. Uh, you know, praying, or every now and then, preaching, doing Bible study. The next thing I know, I took my licensing exam, I was licensed, and then after that, I went through ordination, and I was ordained, and that's how it really began. And it was something I really took to heart, because I didn't want to disappoint God again. I didn't want to backslide again. Because, you know, I strongly believed in the faith, and I believe in the faith, and I believe in the power of Jesus, and I didn't want to be that person that Okay. Today I'm going to be faithful to the God and to His Word. But then, you know, then on the next day, you know, you're finding me, you know, yeah, in the liquor store, or, you know, this, doing this, or, you know, in the club. I didn't want to be that person. Yeah, I was, I was sincere, and I was very gung ho, and I wanted to live out this life. I wanted to see what the calling was going to be in my life. And I loved ministry. I loved the word, because I was already an art historian. So I loved history. And so the Bible is all you know, it's something history. It's history. Yeah, it's relevant. History to me, it's alive and active, sure. So it was perfect. It was a perfect pairing for me, and that that's really been my pursuit many these years.   Michael Hingson ** 46:37 So when did you become a minister?   Kay Thompson ** 46:41 Actually, when I, when I was telling you about that fast and when I heard the word preach, essentially when I heard that word preach between me and God, that was when I became a minister. Time wise. When was that time wise? Okay, that was probably 94 Okay. I Yeah, all right.   Michael Hingson ** 47:00 So you were, you were clearly a preacher during a lot of the time with your your second husband, and so on, and, and I am so glad that he at least did explore and and and learn so much. So that's a that's a cool thing. But you've also done some other things. You deal with real estate, you're a TV show host, you're an author and well, business owner, yeah, but I want to, I want to learn more about some of those. But what kind of challenges have you faced in the ministry?   Kay Thompson ** 47:42 Yeah. I would say some of the challenges are, you know, when you're in ministry, you have to preach or get yourself prepared for going before the people. It can be a very lonely lifestyle, yeah, yeah, even, even if you're married, even if you have children, it could still be a lonely and and demanding in its own right, because there is a mandate over your life to live and not according to what you see trending now. And, you know, when I, when I first got started in ministry there, the Internet was not the way it is now. No, no, definitely. Because, I mean, it was in 2000 that I got ordained. And I'm going to say the ministry had been, you know, it was just really starting to, I don't know you guess, she said, make waves. That's when all of the big evangelists were coming out, like, you know, the TD Jakes, the Paula white and the Benny Hinn and the Juanita Biden. That is around that time when those generation of preachers were really at the forefront, correct, low dollar and, you know, Bishop, Carlton, Pearson and Rod Parsley and all these, these names. That's when it really began to really pick up steam. And so that was the error that I started off in. And you wanted to be a person. You wanted to be relevant, but at the same token, you just trying to find that balance between family and ministry and and regular life. You know, can sometimes be really challenging, and I had to learn a lot about the order of things. You know, first it's God, then it's family, and then it's ministry. That's the order. But a lot of times we mix up God and ministry. So what we think is, you know, and. Aspect of things that we think that are God, that are actually ministry, and they supersede your family. That's where you know you can really run into some trouble. So that balance between those different aspects of my life, it was difficult, and then as a person who had a a more a prophetic, a revelatory call. On top of that, God is showing you things about people, about, you know, situations that you don't necessarily ask to know about, you know. And the Bible says, you know, with much knowledge can often come sorrow, you know. And that's when you begin to see God really unveiling and revealing things about people and about yourself. Because you have to be able to, you have to be able to look at yourself and not get too self righteous, right? If God is showing you these things. But in the same token, you don't want to, you know, you say, Okay, God, you're showing me this. What do you want me to do with this? And you know, somebody else might say, Okay, you need to go tell that person what God showed you. You know, I saw you doing this. You better stop, you know, doing this. And then, you know, so busy pointing the finger. Yeah, but you have to remember, you know, and it's, it may be cliches, but you've got three pointing back at you. And so there is, you know, you you've gotta be able to stay humble and yet still balance your family and still, you know, uh, not think yourself to be more than what you are, and yet realize that God has called you to do more in ministry than the average person. So yeah, it can be challenging, but I wouldn't change it for anything.   Michael Hingson ** 51:55 It can be a challenge, but at the same time, you clearly were called to do it, and you work at keeping perspective, and I think that's the important thing, which goes back to college, which helped you learn a lot of discipline, and you get to use that discipline in a different way, perhaps, than you right, you figured out in college. But discipline is discipline, yeah. Well, how did you then get into something like the media and start being a TV show host and those kinds of things?   Kay Thompson ** 52:26 Yeah, so I have a wonderful, wonderful pastor who really takes time to work with their their members and find out what your gifts are, what your talents are, and use them. And so I So, let's just say so I was an artist. Okay, bottom line, I was a sculptor, painter, award winning painter, by the way. Let me just tell you now, you know the first or second painting I did, I entered it into a contest at the college, and I won an award, so I had a gift for this design, but in my time we were transitioning to graphic design, graphic design became the big thing, and I never had if I had the aptitude to do computer science, which, bless his soul, my beautiful son is a computer scientist, right, you know, but that gene, this, that gene, skip right on over me. I was not the math person, and when you said physicist, I said, Hmm, that that, you know, that gene just, just totally went around me,   Michael Hingson ** 53:41 yeah, so you don't know anything about 32 feet per second squared anyway, no,   Kay Thompson ** 53:45 I'm about to say, I trust you, whatever you say, you know, and it's the funny thing is, my father was a mathematician, my older brother was a chemical engineer, and Me, you know that I struggle just to pass geometry. Okay, so no, I was the artsy person.   Michael Hingson ** 54:07 Um, that's fine, but I was, yeah. How'd that get you to the media?   Kay Thompson ** 54:12 Yeah, so I was going to say, so, the combination what happened is my pastor knew a pastor who was looking for a part time job, looking for someone to have a part time job, because he had a he had his own publishing company in his house. He at the time he was he published a book that we talked about church growth. And this was at the time when the Purpose Driven Life, The Purpose Driven Life was a purpose driven church came out. It was a huge success. And he the same thing happened with him here in Atlanta, but no publishing company wanted to take. Make his story, because that's the, you know, the whole the society was inundated with this purpose driven church, you know, it was already written about. It was already done. They didn't want his story. So he decided to create his own publishing company, and it was in the basement of his mansion, and he was looking for someone to be the secretary. So I came in that I was, it was a friend of a friend of friend. They hired me, and I started working for him as a as a secretary. And then they would bring these books over, and he would, you know, send them out to be edited, and then bring them back. And then I would have to mail it out to the to the printer and one of the books one day, and I saw it, and I noticed there were still typos in it. I said, Sir, there's still typos in your book. Oh, really, yeah. And he had already paid this person $1,000 so I went back through it, found all these typos, and that's how I got into publishing, publishing my own books and and everything like that. But then one day, my pastor said, Hey, Kay, why don't you do a radio show? I was like, okay, sure, right, because I had met so many people in ministry from doing their books. So I called the radio station, the local am station, and I said, Hey, how much does it cost to do a show, blah, blah, blah, blah. And I was sponsored by my pastor and some other people, and I started a 30 minute show every week. It was called personalities, profiles and perspectives, the three teams, and I would interview people, gospel artists, pastors, you know, just politicians, you know, just people. I would reach out to them. Next thing I know, I got hired by a station in another station in Atlanta. It was called wg, I don't know if you remember, well, you, you probably don't, because you're not from Atlanta, right? But it was W G, U N, 10:10am, in Atlanta, the biggest am station aside from WSB radio, which is WSB 750 the major news network, right? WGN, 1010. Was a huge station, and I got hired by them. I was a DJ. It was a gospel station, and I ended up being the program director, and did a lot of, you know, voiceovers. I did shows, I did production. That's how I got into radio. And I loved it. I loved radio. I loved anything to do with media. It was just I knew it. I got bit with the bug when they opened up that hot mic. That was it. I was in my element. So that's how I got into radio. And then you went to TV. And then I went to TV, yeah, went to TV. Well, what happened is, I was writing books, and there is a station here in Atlanta, W ATC TV 57 and they interview people all over, actually, all over the country. You can come from wherever we know, we've had big names, you know, all kinds of people and local people. And that's one thing about it, is that local people in ministry could go there. They could sing, if they were music artists, they could, you know, talk about their books, talk about their ministry. And so I went on and talked about my book, and next thing I know, I got called in to be a host, and so I've been hosting now for about five years. Wow. You know, on and off. You know, the the show has different hosts each, and I do a couple of times a month. Okay, I'll actually be on there shortly, again in a few days. So   Michael Hingson ** 58:57 tell us about your books. You've mentioned books several times. Did you publish your own books? Okay, so tell us about your books.   Kay Thompson ** 59:06 So yeah, the first four books, well, I've done I've had four books which were on prophecy. The the main title is prophecy in the 21st Century. And then I did four different volumes. The first one was the role of prophecy in the new millennium. And basically that one was written in, I'm going to say around 2012 somewhere about 2012 and it talks about the relevance of prophecy with regard to the millennial generation, and how this you can help steer direct and go alongside millennial mindset, millennial and many millennial aspects of this generation. And then the second book was also the set under the same volume, the same name. Prophecy in the 21st Century, the role of and the second the first one is the role of prophecy in the new millennium. The second one was prophetic healing. And prophetic healing talks about prophecy and healing in the Bible and how prophetic people who operate in the prophetic can help bring forth, healing, societal, healing, relational, healing, physical, healing, financial. And then the third one was about prophetic women. And these are women in the Bible that had a prophetic calling, not necessarily called a prophetess, but display those characteristics of women that operate in Revelation and that sort of gift. And then the fourth one was called the leadership mandate, and it talks about leader and how leaders navigate in the prophetic arena and the characteristics that people ought to have, and leaders in the Bible that also operated in that revelation or that. And then the last book I wrote was called the 30 names, or not the but 30 Names of God, because there are so many more names that God is known by. But I chose 30 names that really stood out to me as what God has called. You know Jehovah Gabor. You know the warrior one fights for us. You know Jehovah Jireh, of course, we know that's our provider. Mm, hmm, Jehovah Rapha, our healer. So I found 30 names that really stood out to me, and I spoke about those in that book. So those are the books that I have, and then I've got another book that will be coming out within the next year, and and it is about healing. So those are my books, and I've published those books. And not only do I, I didn't start off publishing my own books. I started off publishing for other people, right? Because the more I worked in that field, the more I found that I could do better financially if I did it myself. Yeah, so and I, and I, one thing about it is that as a result of being an artist, that the graphic design, computer graphics, came really easy to me, I'll bet. So, yeah, so someone could hand me a manuscript. I had the editing skills right for my mother. So I could edit your book. I could create the design. I could format it. I You. Hand me your manuscript, I hand you back your finished product. So for me, you know, the cheapest person that you know, I pay the least amount because so I can publish as many books as I could write, probably, you know, but that's how I really got started doing that, and then I began to do it for other people, other leaders, other pastors, friends, you know, just people that want that service. I provide that service. And so that's how that really got started.   Michael Hingson ** 1:03:12 Now we don't have a lot of time, but I just curious. You also do something in real estate.   Kay Thompson ** 1:03:19 I do, yeah, I I got my license in 2005 and maybe one year, maybe one year, and then I got out of it right away. Life happened, and then I came back in 2022, and began to did it full time. And so I love it. I love real estate. Right now I'm in residential, but I do some commercial, and the ultimate goal is to do mostly commercial and to have a space. The goal for commercial is to really help others entrepreneurs who are interested in having businesses offline, giving them an opportunity to have a space that is little to nothing, and that's one of the ways that I really want to give back, is to be able to offer that opportunity for people out there to help others to achieve that same goal. And so I believe in entrepreneur. I've been an entrepreneur for 17 years now. So, yeah, have a heart for that. So I want to see other people get through that challenge and be successful. So, and I know it takes money,   Michael Hingson ** 1:04:37 but in real estate helps.   Kay Thompson ** 1:04:39 It definitely helps. Yeah? Well, real estate is constantly going up, you know, even if the market is down and even if finances are down, real estate is something that is immovable,   Michael Hingson ** 1:04:52 so go back up.   Speaker 1 ** 1:04:54 Yeah, yeah, for sure, and   Michael Hingson ** 1:04:57 you clearly enjoy everything that you're. Doing, which is the important thing, yes, I have that is that is really cool, and I am so glad that we had a chance to talk about all this, needless to say, and I want to thank you for being on unstoppable mindset. Clearly, you have an unstoppable mindset, and you exhibited in so many ways. So I really want to thank you, but I also want to thank all of you for listening out there, wherever you happen to be, if you'd like to reach out to KK, how can people find you?   Kay Thompson ** 1:05:31 They can go to my website. It is my name, K Thompson, dot, O, R, G, all my books are there? Contact information, some of my podcasts. You can watch some of Atlanta live the videos of the shows. It's all on my website,   Michael Hingson ** 1:05:49 all right, and that's in in the notes and so on. So, k, a, y, T, H, O, M, P, S O, n.org, correct. So hope that you'll all go there and and check Kay out and and communicate with her. I'm sure that she would love, and I would love to know what you think and get your thoughts about today. So please feel free to email me at Michael, H, I m, I C, H, A, E, L, H i at accessibe, A, C, C, E, S, S, I B, e.com, wherever you're observing our podcast today, please give us a five star rating. We value very highly your reviews, and we, of course, love them most when you give us a five star review. So please do that. And Kay, for you and for everyone who is out there today, if you know anyone else who ought to be on unstoppable mindset, I would really appreciate it if you'd introduce us and we will bring them on the podcast, because we're always looking for people who have stories to tell about their lives and being unstoppable. So please don't hesitate to let us know. You can also go to our podcast page, which is Michael hingson, M, I, C, H, A, E, L, H, I N, G, s o n.com/podcast, so we'd love you to do that as well. But again, really appreciate all you being out there and listening to us and and I'm sure you you like, like, I have gotten some wonderful things out of talking with case. Okay, once again, I want to thank you for being here. This has been absolutely wonderful.   Kay Thompson ** 1:07:22 Well, thank you. I really enjoyed it. I appreciate you asking me to be here and just so glad to be able to share with you today your audience. Really appreciate it.   Michael Hingson ** 1:07:37 You have been listening to the Unstoppable Mindset podcast. Thanks for dropping by. I hope that you'll join us again next week, and in future weeks for upcoming episodes. To subscribe to our podcast and to learn about upcoming episodes, please visit www dot Michael hingson.com slash podcast. Michael Hingson is spelled m i c h a e l h i n g s o n. While you're on the site., please use the form there to recommend people who we ought to interview in upcoming editions of the show. And also, we ask you and urge you to invite your friends to join us in the future. If you know of any one or any organization needing a speaker for an event, please email me at speaker at Michael hingson.com. I appreciate it very much. To learn more about the concept of blinded by fear, please visit www dot Michael hingson.com forward slash blinded by fear and while you're there, feel free to pick up a copy of my free eBook entitled blinded by fear. The unstoppable mindset podcast is provided by access cast an initiative of accessiBe and is sponsored by accessiBe. Please visit www.accessibe.com . AccessiBe is spelled a c c e s s i b e. There you can learn all about how you can make your website inclusive for all persons with disabilities and how you can help make the internet fully inclusive by 2025. Thanks again for Listening. Please come back and visit us again next week.

Market Pulse
What's on Lenders' Minds in 2025? Insights from Equifax Advisors

Market Pulse

Play Episode Listen Later Aug 29, 2025 38:35


Equifax Advisors Maria Urtubey, Emmaline Aliff, Tom O'Neill, Jesse Hardin, and Dave Sojka share what they're hearing directly from Equifax lending customers across industries. From student loan repayment impacts to shifting auto lending dynamics and tariff uncertainty, the team highlights the questions lenders are asking, the insights uncovered in one-on-one advisory sessions, and the recommendations that have resonated most in 2025. Economist Shandor Whitcher of Moody's Analytics delivers our macroeconomic update.What is this episode about?This episode of the Market Pulse Podcast brings together Equifax Advisors Emmaline Aliff, Tom O'Neill, Jesse Hardin, Maria Urtubey, and Dave Sojka to share what they are hearing in one-on-one customer advisory sessions.What are lenders most concerned about in 2025?Advisors discuss the resumption of student loan payments, the ripple effects of tariffs, shifts in auto lending, and how these issues vary across industries such as credit unions, banks, and fintechs.How are customers using Equifax advisory sessions?Advisory conversations allow lenders to bring their own portfolio challenges to the table and get tailored insights—turning market data into actionable strategies.

Driven By Insight
Marc Porat, Millenial Advisors

Driven By Insight

Play Episode Listen Later Aug 28, 2025 72:56


In this special episode of the Walker Webcast, we featured Marc Porat's powerful keynote on the transformative role of artificial intelligence at the Walker & Dunlop Summer Conference. Marc has spent his career at the intersection of technology and society, founding pioneering companies and anticipating the future of how we live and work. In this webcast, he shares his perspective on the exponential growth of AI and the exciting – and sometimes scary – possibilities shaping the next era of innovation. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Independent Advisors
The Independent Advisors Podcast Episode 315: Investment fads come and go...

The Independent Advisors

Play Episode Listen Later Aug 28, 2025 40:52


Post on X from Frank Cappelleri on 8/11 - https://x.com/FrankCappelleri/status/1954978003668078791 Post on X from Jay Kaeppel on 8.15 - https://x.com/jaykaeppel/status/1956367983506305188 Democratizing Access to Alternative Assets For 401(k) Investors https://www.whitehouse.gov/presidential-actions/2025/08/democratizing-access-to-alternative-assets-for-401k-investors/#315 topics:Warning against chasing 'the next big thing'Consumer confidence data indicating bullish implicationsBerkshire Hathaway's cash position analysisNew homes cheaper than existing homes for the first time ever.Donald Trump's Executive Order allowing alternative investments in 401(k) plans.If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage (https://urldefense.com/v3/__https:/lifelock.norton.com/offers?expid=LLONEYEAR&promocode=*20JSPW24&VENDORID=*20_JESSUPWM&om_ext_cid=ext_partner_*20JSPW24_Productpage__;JSUl!!FJHKqY2EgyjjgA!UmxRrej-KHNYvLy1umC7Upk_8JzAxsXzYMcZlbyigWCTvox6giG0XTCjKHvr0jPwcqB1nAkvtPSkwhSj4lD4Uv9u4rrmMwMYi78h95L8$)

Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
Not Just Charity: How Donor Advised Funds Help Advisors Add Value and Assets

Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change

Play Episode Listen Later Aug 28, 2025 31:01


Julia Healey, CEO of United Charitable, shares insights on DAFs, their value to clients, and the potential positive impact they can have on an advisor's business.

Do Business. Do Life. — The Financial Advisor Podcast — DBDL
131: Nick Whitaker - The Advisor Seminar System That Books Appointments on Repeat

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

Play Episode Listen Later Aug 27, 2025 66:23


Advisors spend a ton of time and money putting on seminars… but let's be honest, a lot of them leave frustrated when the room doesn't convert. The #1 mistake I see? Going off-script instead of sticking to a proven process.That's where Nick Whitaker comes in. Nick's a former advisor who's run 250+ seminars, and now he coaches advisors inside Triad on how to actually make these events work. His approach is simple: build connection up front, share content in a way that drives micro-commitments, and then guide prospects to a natural next step.The result? Advisors he coaches are consistently filling their calendars with quality appointments — even with high-net-worth clients who were previously unresponsive.In this episode, we dig into how Nick's clients are turning seminars into a predictable growth engine — from the small tweaks that get people leaning in, to the messaging shifts that build trust, to the proven steps that turn an event into a calendar full of quality appointments.5 of the biggest insights from Nick Whitaker…1. The 3-Part Framework That Makes Seminars ConvertNick reveals the simple structure every advisor should follow: connect with your audience, deliver content that creates buy-in, and guide them toward small commitments. The advisors who “wing it” or go off-script are the ones who burn opportunities and leave empty-handed.2. You Don't Have to Be the Person Who Delivers the SeminarFounders often think they have to be the one on stage, but that's a limiting belief. Nick explains how top firms separate speakers from closers—letting great presenters fill the calendar while advisors focus on the right appointments.3. How Micro-Commitments Turn Listeners Into AppointmentsThe close doesn't happen at the end—it happens all the way through. Nick shows how worksheets, checkboxes, and even nonverbal cues (like picking up a pen) keep audiences engaged and lead to natural, no-pressure conversions.4. The Seminar Tweak That Attracted $2M–$5M ClientsOne shift in delivery completely changed who booked appointments. Instead of attracting only transactional prospects, Nick's approach brought in multimillion-dollar clients who had never responded before.5. How Post-Seminar Conversations Unlock Extra AppointmentsWalking out as soon as you finish speaking is a mistake. Nick explains how spending 10 extra minutes table-to-table often turns fence-sitters into clients—and why conviction, not “sales breath,” is what prospects actually respond to.SHOW NOTEShttps://bradleyjohnson.com/131FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP08254657230See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

XYPN Radio
Growing Through Change: Building a Balanced Financial Practice

XYPN Radio

Play Episode Listen Later Aug 27, 2025 35:45


In this episode of Behind the Advisor, Dan Slagle of Fyooz Financial Planning shares how he and his wife, Natalie, grew their firm from 30 to 70+ households—while redesigning their work and life for balance. From parental leave to narrowing their client focus, Dan reveals why clarity, boundaries, and aligned values matter more than scale. Advisors will walk away with insights on setting fees, serving your niche, and building a practice that supports the life you want.

Top Advisor Podcast
#96 – The Financial Mindset Fix: Joyce Marter on Mental Fitness for Advisors and Clients

Top Advisor Podcast

Play Episode Listen Later Aug 27, 2025 35:07


Do your clients' money mindsets ever drive you crazy? Do you wish you could get them to just “think right” about their money? What if you knew that some of your clients' financial challenges are rooted in their DNA?  Is that possible?  It's called “epigenetics.”   (BTW – This is true for you too!) In … Continue reading #96 – The Financial Mindset Fix: Joyce Marter on Mental Fitness for Advisors and Clients →

The Bulletin
Investigation of John Bolton, James Dobson and Parenting, and the Cost of Living

The Bulletin

Play Episode Listen Later Aug 26, 2025 60:28


This week on The Bulletin, Mike Cosper and Clarissa Moll discuss the investigation of former Trump advisor John Bolton, how both parties have weaponized the justice department, and why we should care about the justice system. Then, they talk about the legacy of Focus on the Family's James Dobson and his influence on parenting. Finally, Mike chats with financial advisor David Bahnsen about inflation and the rising cost of living.   GO DEEPER WITH THE BULLETIN: -Join the conversation at our Substack. -Find us on YouTube. -Rate and review the show in Apple Podcasts. ABOUT THE GUESTS:   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. The communication in this episode is provided for informational purposes only and expresses views of David Bahnsen, an investment adviser. This does not constitute investment advice. ABOUT THE BULLETIN: The Bulletin is a twice-weekly politics and current events show from Christianity Today 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 percent 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 Graphic Design: Rick Szuecs Music: Dan Phelps Executive Producers: Erik Petrik and Mike Cosper Senior Producer: Matt Stevens Learn more about your ad choices. Visit podcastchoices.com/adchoices

MoneyWise on Oneplace.com
Preparing the Next Generation of Stewards with Sharon Epps

MoneyWise on Oneplace.com

Play Episode Listen Later Aug 26, 2025 24:57


What if the greatest gift you leave your children isn't your money, but your wisdom?As stewards, we often focus on managing God's resources well during our lifetime—but what happens after we're gone? How do we equip the next generation to carry on a legacy of faithful stewardship? Today, Sharon Epps joins us to talk about that.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.Recognizing God's Design in Our ChildrenAt FaithFi, we frequently emphasize the importance of being faithful stewards of what God has entrusted to us. But there's a deeper question to consider: What about the next steward?Proverbs 13:22 tells us, “A good man leaves an inheritance to his children's children.” While an inheritance can be a blessing, without preparation, it can also lead to conflict. That's why we need to think carefully not just about passing on wealth, but also about passing on wisdom.One of the earliest ways to prepare the next steward is to recognize and nurture a child's God-given giftedness. God created us to work, and part of stewardship is discovering how He's uniquely wired us.Each child's journey is unique, and our role as parents is to walk alongside them, offer opportunities, and pray that God will reveal their strengths.Giving Hands-On Money Management OpportunitiesEvery parent knows how painful it is to watch their children make poor choices—especially when it comes to money. But it's so vital that we allow our kids to experience the natural consequences of their decisions.Wisdom grows when kids practice responsibility with real resources. That's why it's a good goal to aim for our children to manage a full spending plan before leaving home, whether that's for college or to move out on their own. Starting with a simple envelope system—give, save, and spend—you can gradually add more categories as the kids grow. By the time they become young adults, they will have managed nearly all of their expenses except housing and insurance. This hands-on approach will ensure that by the time they launch into independence, they will not be starting from scratch.Starting Late? Don't Lose HeartIf you feel behind in teaching your kids about stewardship, give yourself grace. None of us does this perfectly.Start with small steps—a dinner conversation about your own money journey, or letting your child help plan a family purchase. What matters is being intentional and inviting the Lord to guide the process.Preparing the next steward is not a one-time event—it's a journey. Begin with prayer, asking God for wisdom, and do not hesitate to seek help from trusted friends, mentors, or financial professionals.And remember: more is caught than taught. Our children are learning as much from how we live as from what we say. By modeling faithful stewardship in our own lives, we give them the greatest inheritance of all: a life that reflects God's wisdom and trust in His provision.If you're looking for support in preparing your children to be wise stewards, consider working with a Certified Kingdom Advisor (CKA)—someone who shares your values and can guide you on the journey. Visit FaithFi.com and click “Find a Professional” to get started.On Today's Program, Rob Answers Listener Questions:I left an employer five years ago and still have a pension with them. I also have an IRA. My wife and I are deciding whether to roll the pension into an IRA to earn more, or cash it out to pay off debt, such as our vehicles and student loans.I'm turning 62 soon, and my wife and I are both still working. We're debt-free except for our mortgage. Should I start taking Social Security benefits now to invest or pay down the mortgage, or is it wiser to wait?I have a single-family home with approximately $125,000 remaining on the mortgage and sufficient savings to pay it off, which would still leave me with $15,000 in the bank. Should I pay off the mortgage now, or keep the money in savings?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Movement MortgageWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook 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.

The Good Fight
Why Do We Always Think We're Right? (Rerun)

The Good Fight

Play Episode Listen Later Aug 23, 2025 50:03


What transforms reasonable people into an angry mob? Why are we so eager to dismiss those who disagree with us as inherently evil? These are questions which Jonathan Haidt has spent his career trying to answer. One of the world's most influential social psychologists and a member of Persuasion's Board of Advisors, he argues that a lot of recent cultural shifts are encouraging emotional fragility rather than resilience. A professor of ethical leadership at NYU's Stern School of Business, Haidt seeks to employ moral psychology to promote dialogue rather than division. In this week's episode of The Good Fight, Yascha Mounk sits down with Jonathan Haidt to discuss psychological differences between the left and the right, the human tendency to discriminate in favor of the in-group, and how to build a less tribal culture and country. Please do listen and spread the word about The Good Fight. If you have not yet signed up for our podcast, please do so now by following this link on your phone. Email: goodfightpod@gmail.com Twitter: @Yascha_Mounk Website: http://www.persuasion.community Podcast production by John T. Williams and Rebecca Rashid Learn more about your ad choices. Visit megaphone.fm/adchoices

The Rational Reminder Podcast
Episode 371: Banks Sell Products, Not Advice

The Rational Reminder Podcast

Play Episode Listen Later Aug 21, 2025 56:18


In this episode, Ben Felix and Cameron Passmore take a critical look at the Canadian banking system's mutual fund advice model. A newly released study by the Ontario Securities Commission (OSC) and the Canadian Investment Regulatory Organization (CIRO) confirms what many already suspected: Canadian bank branches aren't in the business of giving impartial advice—they're selling financial products. Ben breaks down the implications of this study, which surveyed nearly 3,000 bank-affiliated mutual fund representatives, uncovering troubling statistics about sales pressure, lack of credentials, misaligned incentives, and poor client outcomes. From limited product shelves and high-fee mutual funds to representatives with minimal financial education, the findings expose systemic flaws in the bank advice model. The second half of the episode is a conversation with Connor and Taylor Hewson, who recently joined PWL Capital after operating their own multigenerational advisory firm. They reflect on the decision-making process, their practice's evolution, and how joining PWL aligned with their mission to deliver better, evidence-based advice to clients. Their story illustrates the professionalization of financial advice in Canada and what's possible when advisors choose client outcomes over product sales.   Key Points From This Episode:   (0:02:33) Introducing Connor and Taylor Hewson and their firm's integration with PWL Capital. (0:03:55) Why Canadians' loyalty to banks puts them at risk of poor financial advice. (0:06:22) Bank branch “advisors” often lack credentials and act as commissioned salespeople. (0:08:08) Overview of CBC's 2024 investigation into bank sales practices. (0:10:11) The OSC and CIRO's comprehensive 2024 survey of bank mutual fund reps. (0:11:47) One-third of bank reps agree their pay structure prioritizes sales over advice. (0:13:17) 35% of reps experience sales pressure “often” or “always.” (0:16:32) Almost half of bank reps believe clients would benefit from non-bank products. (0:18:52) A shocking 23% of reps couldn't define “MER”—a key mutual fund concept. (0:21:03) Advisors often make the same poor investing choices as their clients. (0:23:55) Why credentials like CFP and CFA—and firms that support them—matter. (0:26:18) How PWL Capital's structure addresses the problems with bank advice. (0:27:43) Taylor and Connor's journey from family firm to joining PWL. (0:31:18) Why they shifted from resistance to excitement about the acquisition. (0:35:46) Letting go of the need to “do everything” and focusing on client relationships. (0:40:06) How clients reacted to the transition—and the surprising questions they asked. (0:42:40) What they'd tell other advisors considering a move to PWL. (0:44:41) Building the future of advice by creating a true apprenticeship model. (0:52:12) Why advice—not just products—should be the center of financial services. Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemind Rational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.ca Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/   Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Advisor Talk with Frank LaRosa
What Do You Want to Be When You Grow Up?

Advisor Talk with Frank LaRosa

Play Episode Listen Later Aug 21, 2025 40:31


Show Highlights Include:  -The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent.  -Why choosing a new firm should solve for tomorrow, not just today's pain point.  -Scale comes from systems, automation, and delegation (think “Who Not How”) - not from doing more yourself.  -Act “as if” now: build processes at $800k that can carry you to multiples of that revenue.  -Inorganic growth tips: start smaller on your first deal and look for conversion opportunities in transaction-heavy books.  -Matching your vision to the right platform (including enterprise/OSJ models) and the size of the “pond” you're fishing in.  Advisors often chase short-term fixes and then outgrow their platform. Frank and Stacey show how clarifying your end state first informs smarter decisions on staffing, tech, firm selection, and acquisitions - so you don't have to move twice.

Just B with Bethenny Frankel
Just B Dating: Date with Caution...Know When to Cut Your Losses

Just B with Bethenny Frankel

Play Episode Listen Later Aug 13, 2025 10:47 Transcription Available


More advice from Dating University! Trust your gut, trust your Board of Advisors (you have one, right?)--and FACETIME them before you go!See omnystudio.com/listener for privacy information.