Podcasts about brokers

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Best podcasts about brokers

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Latest podcast episodes about brokers

Psicología y Trading
8x21 Casos Reales de Estafas en Trading (Posiblemente Estés en Una y No lo Sabes)

Psicología y Trading

Play Episode Listen Later Nov 16, 2025 21:55


The STAR Trading Podcast
Everything you need to know about brokers in the UK, Europe and America

The STAR Trading Podcast

Play Episode Listen Later Nov 14, 2025 13:20


In this episode of The STARTrading Podcast, Lewis and Sophie break down everything you need to know about choosing a safe, reliable broker – whether you're in the UK, Europe, the US or Australia. They cover what a broker actually is, why regulation (like FCA status in the UK) matters, and how much of your money is really protected if the worst happens. You'll learn how brokers make their money (spreads, commissions, overnight fees), what to look out for with costs, and why you want your broker to be profitable — just not at your expense. Lewis also shares the brokers he and STARTrading students use around the world (including FXCM, Pepperstone, Oanda, NinjaTrader and IG), plus why TradingView is their go-to charting platform with low or no upfront cost.If you've ever felt overwhelmed by broker choices or worried about where your money sits, this episode will give you clear, practical guidelines so you can trade with more confidence and peace of mind with a fun snack review at the end, of course.

FreightCasts
The Long Haul | No Filter in Freight – Sage's Uncensored Take on Trucks, Brokers & Insurance

FreightCasts

Play Episode Listen Later Nov 13, 2025 69:22


In this uncaged episode of The Long Haul, Adam sits down with Sage — CDL driver, O/O, Landstar agent, broker, and commercial auto insurance pro — to tackle the freight industry's most controversial topics. This one's not safe for the faint of heart. We dig into broker dishonesty, insurance scams, the broker-agent world, O/O pain points, and what never gets talked about in polite circles. No fluff. Real talk. If you're in the business and tired of half-truths, this is your episode. Follow The Long Haul Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax

Every quarter, we dig into dozens of CRE earnings calls, tuning in, reading the releases, and looking for what really stands out. This time, we're taking a different approach. Instead of focusing on individual companies, we're pulling out the biggest themes across lenders, REITs, and brokers, from credit thawing to where capital is flowing next in 2026.Key Moments:01:51 Lenders' insights and trends06:41 Retail REIT earnings highlights11:51 Office sector analysis18:18 Industrial sector developments26:30 Multifamily sector review31:15 Brokerages and asset managers outlook41:13 Overarching takeawaysResources Mentioned:Email us: altusresearch@altusgroup.comThanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property

Icons of Real Estate Podcast
The Harsh Truth About What Your Brokerage Is Really Worth (Most Brokers Miss This)

Icons of Real Estate Podcast

Play Episode Listen Later Nov 13, 2025 32:37


Are you sure your brokerage is really worth what you think it is? In this episode, Norma Rawlings, President of BrokerVMA Inc., reveals how most real estate brokers overvalue their businesses—and lose millions when it's time to sell.With 21 years of experience in brokerage M&A, Norma explains:

The Adviser Podcast Network
In Focus: How tech is helping brokers tap into SME finance

The Adviser Podcast Network

Play Episode Listen Later Nov 12, 2025 27:21


As one of Australia's leading SME lenders, Prospa delivers practical, tech-driven solutions that help brokers support their clients and ease cash flow pressures. In this episode of In Focus, sponsored by Prospa, we speak with Roberto Sanz, general manager of sales and partnerships at the lender, about the key trends shaping the SME sector as we move into the holiday season and how technology is empowering brokers to provide smarter, faster finance solutions. Tune in to discover: The key forces driving demand for SME finance today. How innovations like Prospa IQ can help brokers overcome common challenges in the SME space. Details on Prospa's new end-of-year promotion for broker partners. And much more!

Mortgage Broker Broadcast
How UK Lenders Use AI To Keep Mortgage Customers And What Brokers Must Do Next

Mortgage Broker Broadcast

Play Episode Listen Later Nov 12, 2025 13:52 Transcription Available


Send us a textA quiet revolution is reshaping mortgage retention in the UK: lenders now use AI to spot churn, price smarter, and send personalized offers long before a fixed rate ends. We unpack how those engines work, why they're so effective at capturing product transfers, and what that means for brokers who have built pipelines around renewals. The story isn't doom and gloom; it's about timing, experience, and the kind of advice that a one-click journey can't replicate.Together we map the new retention funnel from data to decision: servicing history, property values, and behavior signals feed models that predict who will switch and when. Then come targeted prompts via email, text, and apps, with pre-filled applications and instant eligibility checks. We explore dynamic pricing, segmentation for landlords and high-net-worth borrowers, and the commercial reality of PT fees. You'll hear where lenders gain ground through convenience and where they still fall short when clients need capital raising, term changes, debt consolidation, or later-life solutions that demand real guidance.We share a practical broker playbook to stay indispensable: use AI-powered CRM triggers to contact clients months before the bank, deliver clear comparisons and scenario planning, and match digital ease with secure portals, e-signatures, and video reviews. Educate clients on the difference between information and advice, lean into Consumer Duty to demonstrate suitability, and diversify into specialist lending and protection to reduce reliance on simple PTs. The takeaway is simple: algorithms can nudge, but trust wins decisions when stakes are high.If this conversation helps you rethink your strategy, subscribe, leave a review, and share it with a colleague who needs a fresh retention plan.I help employed mortgage brokers go self-employed with clarity, confidence and one-to-one mentoring. Find out how Pathways or Coaching works at craigskelton.co.uk The Broker Foundry – Where Mortgage Brokers Become Business Owners Subscribe on YouTube: https://www.youtube.com/@TheBrokerFoundry #mortgagebroker #mortgagebrokers #mortgagebrokeruk #mortgagebrokercoaching #coaching #mortgagebrokerage #mortgagebrokerbusiness #mortgagebrokermarketing #mortgagebrokertips #mortgageadvisor #mortgageadviser #mortgagecoach ...

Thoughts on the Market
Crypto Goes Mainstream

Thoughts on the Market

Play Episode Listen Later Nov 11, 2025 10:42


Our Research and Investment Management analysts Michael Cyprys and Denny Galindo discuss how and why cryptocurrencies are transitioning from niche speculation to portfolio staples. Read more insights from Morgan Stanley.----- Transcript -----Michael Cyprys: Welcome to Thoughts on the Market. I'm Mike Cyprys, Head of U.S. Brokers, Asset Managers and Exchanges for Morgan Stanley Research.Denny Galindo: And I'm Denny Galindo, Investment Strategist for Morgan Stanley Wealth Management.Michael Cyprys: Today we break down the forces making crypto more accessible and what this shift means for investors everywhere.It's Tuesday, November 11th at 10am in New York.We've seen cryptocurrencies move from the fringes of finance to being considered a legitimate part of mainstream asset allocation. Financial platforms, especially those serving institutional clients, are starting to integrate crypto more than ever.Denny, you've written extensively about the crypto market for some time now among your many jobs here at Morgan Stanley. So, from your perspective in wealth management, what are you hearing from retail clients about their growing interest in crypto?Denny Galindo: Yeah, we actually started writing about crypto back in 2017. We had our first explainer deck, and we started writing extensive educational reports in 2021. So, we've covered it for a while.Advisors who dabble in crypto typically had this one client. He asked a lot of questions about when they could do more. We also had some clients who were curious, maybe their neighbor made a lot of money, bought a new boat and they were like wondering, you know, what is this Bitcoin thing?Now, this year we've seen a sea change. I think it was the election really started it; the Genius Act, and some of the legislation also kind of added to it. Almost all this interest is really on Bitcoin only, although we also have gotten a decent amount of interest about stablecoins and how those might impact things. But it's really just the beginning and I think it's an area that's; it's not going to go away.Mike, on the institutional side, what trends are you seeing among asset managers and brokers in terms of crypto adoption integration?Michael Cyprys: So, we've seen a big move into the ETF space as large money managers make crypto easier to access for both retail and institutional investors. Now this comes on the back of the SEC approving the first spot Bitcoin and Ethereum ETFs back in 2024. And since then, we've seen firms from BlackRock to Fidelity, Franklin, Invesco, and many others, including crypto native firms having launched spot Bitcoin ETFs and spot Ethereum ETFs. And these steps in the minds of many investors have legitimized crypto as an investible asset class.Most recently, we've seen the SEC adopt generic ETF listing standards for crypto ETFs that can make it easier to accelerate ETF launches in reduced regulatory frictions. And today the crypto ETF space is about $200 billion of assets under management and saw inflows of over [$]40 billion last year, over [$]45 billion so far this year – despite some of the near-term volatility. And most of the asset class today is in Bitcoin, single token ETFs, with BlackRock and Fidelity managing the largest ETFs in the space.Speaking of products, what types of crypto are retail investors most curious about? And why do those particular ones make sense for their portfolios?Denny Galindo: Yeah, I think you hit the nail on the head. The most popular products are really the Bitcoin products. We as a firm allowed solicitation in Bitcoin ETPs more than a year ago in brokerage accounts. We just expanded them to allow them in Advisory in October. So, we're still early days here. There really hasn't been that much interest in the other crypto products.Now when people think about this, there's three buckets here. There are some people that think of it like digital gold. And they're worried about inflation. They're worried about government deficits. And that's kind of the angle that they're approaching crypto from. A second group think of it like a venture capital, like a disruptive innovation in tech that's going after this big addressable market. And, you know, hopefully the penetration will rise in the future. And then the third bucket is really thinking [of it] out it as a diversifier. So, they're saying, ‘Hey, this thing is volatile. It doesn't match stocks, bonds, other assets. And so, I kind of want to use it for diversification.'Now, Mike, when you have these discussions with institutional clients, how do they view the risk and potential of these different cryptocurrencies?Michael Cyprys: What's interesting with the crypto space is adoption started on the retail side with institutions now slowly beginning to explore allocations. And that's the opposite of what we've seen historically with institutions leaning in ahead of retail in areas, whether it's commodities or private markets. But it's still early days.On the institutional side, we're starting to see some pensions, endowments, foundations begin to make some small allocations to Bitcoin as a long-term inflation hedge. But keep in mind, institutions tend to make investments in the context of strategic asset allocations, often with a broader macro framework.Denny, you've written quite a bit about the four-year crypto cycle. Could you explain what that is and where you think we are in the current crypto cycle?Denny Galindo: Yeah, if you look at the data, you see a pretty clear trend of a four-year cycle. So, there's three up years and one down year, and it's been like clockwork, since Bitcoin was invented.Now when you see something like that, you always try to explain like: why is this happening? So, there's two kind of dominant explanations that we've seen. So, one's macro, one's micro. Now the macro version for crypto is really the M2 cycle. So, we see that M2 to that global M2 money supply has kind of accelerated and decelerated in four-year cycles, and Bitcoin tends to really match that cycle. It tends to accelerate when M2's accelerating and it tends to decline when it's decelerating or declining.But there's also this bottoms-up way of looking at it, and commodities are really the place we go to for that analysis. So, a lot of commodities, you know, could be coffee, could be oil – if something disrupts supply, you tend to get the shortage, you get the price moving up.Then you get commodity speculators piling in, adding leverage. And it'll just kind of go parabolic. At some point something pops the bubble, usually more supply, and then you get like a great depression. You get like an 80 percent draw down. All the leverage comes out and the whole thing crashes. So crypto has also followed that.Now, we break the four-year cycle into four seasons: spring, summer, fall, and winter. And each season has a different characteristic about which parts of the market work, which don't work, what things look like. We are in the fall season right now. And that tends to last about a year. We wrote a note last year on this. Fall is the time for harvest. So, it's the time you want to take your gains.But the debate is, you know, how long will this fall last? When will the next winter start? Or maybe this pattern won't even hold in the future. And so, this is the big debate in the crypto circles these days.And Mike, given the volatility, given the great depressions we talked about in Bitcoin with these, you know, 70-80 percent drawdowns, how do you see it fitting into institutional portfolios compared to other cryptocurrencies?Michael Cyprys: Compared to other cryptocurrencies, Bitcoin is still viewed as the flagship asset within the crypto space – just given higher adoption, greater liquidity, the sheer market value. It has longer history and better regulatory clarity as compared to other tokens. But given the volatility as you mentioned, and the early days nature of cryptocurrencies, adoption is still quite nascent amongst institutional investors.Some institutional investors view Bitcoin as digital gold or macro hedge against inflation and monetary debasement. It's also sometimes viewed as a low correlation diversifier within multi-asset portfolios. But even that's also been a debate in the marketplace too.As we look forward from here, crypto adoption within institutional portfolios could potentially expand as regulatory clarity establishes a clear framework for digital assets, right? We had the Genius Act recently that focused on stablecoins. Next up is market structure. There's a bill working its way through Congress.We've also had developments on the ETF side that lower[s] barriers for institutions to gain exposure there. Not only is it more accessible within traditional portfolios, but the ETF fits nicely into day-to-day workflow.So, bottom line is institutional views on Bitcoin and crypto are evolving, and how firms view Bitcoin – we think will depend upon the institution's objectives, their risk tolerance and portfolio context. And keep in mind that institutional allocations don't turn on a dime. They tend to be slower moving.Denny, do retail clients take a similar approach or are they more likely to take bigger bets?Denny Galindo: Our clients struggle with this question. And so, we get a lot of questions like, ‘Okay, I don't want to miss this. I'm a little nervous about it. What allocation should I use here?' And so, we go back to our three, kind of, typical investors when we try to answer this question. We really try and help people figure out where is equal weight.So, we wrote a note in February called “Are you Underweight Bitcoin?” And we have three different answers depending on how you're thinking of it. And, you know, there's a big debate. There's no clear answer. And that's not really where we want our clients. We want them to be smaller where they can have some exposure if they want it. Not everyone wants it, but if you do want it, you can have it. And it won't really dominate the volatility of the portfolio.Now, on another note, Mike, are you seeing legacy platforms start to offer crypto as well?Michael Cyprys: So crypto ETFs are generally available in self-directed brokerage accounts across the industry today. Schwab, for example, commented that their customers hold $25 billion in crypto ETFs, which is about, call it 20 percent share of the ETF space. But access to these crypto ETFs is a bit more restricted within the Advisor-led channel. But we're starting to see that broaden out for ETFs and eventually might see model portfolios with allocations toward crypto ETFs.But when you look at spot crypto trading, though, that generally remains out of reach of most legacy platforms. The key hurdle for that has been regulatory clarity and with a more crypto friendly administration that is changing here.So, Schwab, for example, acknowledged that they have the regulatory clarity needed and they're working towards launching their spot crypto trading platform in the first half of next year.On that topic, Denny, how do you view the merits of holding crypto directly versus through an exchange-traded product like ETFs?Denny Galindo: Yeah, I mean, our clients are mostly not day trading this product and kind of moving it back and forth.So, the ETPs have been a pretty good answer for them. The one issue is liquidity. And so, we're not used to thinking of this in; the U.S. equity markets are the most liquid markets. But in crypto, the crypto markets, the spot markets are actually more liquid than the equity markets.So, you get a lot of liquidity even after hours, even 24x7. And as other markets around the world kind of take the lead. But most of our investors aren't treating it that way. They're not day trading it, and they're really keeping it more like that digital gold allocation. And so, they just need to adjust the position size, you know, once a month, once a year maybe; just kind of buy and hold.But I wonder, you know, as more people get more comfortable, it could become more important in the future. So, it's an open question, but for now, the ETPs have been a pretty good answer here.Michael Cyprys: Fascinating space. Denny, thanks so much for taking the time to talk.Denny Galindo: It was great speaking with you, Mike.Michael Cyprys: And thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

Good. Better. Broker.
Referral Goldmine: How to Turn Value Into Endless Leads | Episode 109

Good. Better. Broker.

Play Episode Listen Later Nov 11, 2025 19:44


The following guests sit down with host Justin White:•   Chirag Rachhadia and Vipul Hapani, Vema MortgageEarn Client Referrals by Providing Immeasurable Value Through ServiceIt's a dream scenario for any mortgage loan originator – leads falling into your lap. How can mortgage brokers get to a point where clients regularly refer them business? Listen to Episode #109 of Good. Better. Broker. to learn how two of North Carolina's top producers have built their business on providing unrivaled value to their borrowers and referral partners.In this episode of the Good. Better. Broker. podcast, you'll hear how to deliver a level of service that will have clients referring you leads without asking them to do so.In this episode, we discuss ...•   1:39 – Chirag and Vipul's transition from physical therapy to mortgages•   3:30 – how Chirag and Vipul get word-of-mouth referrals•   4:41 – creating a loan experience that leads to referrals•   5:38 – thanking clients who send referrals•   6:40 – the importance of an initial client call•   7:57 – how Chirag and Vipul use a messaging app to communicate with clients•   9:31 – why sharing industry news helps reputation•   10:28 – purchase strategy•   11:48 – focusing on lower loan amounts•   12:33 – staying in front of clients•   13:41 – how Chirag and Vipul ended up in Charlotte, NC•   17:24 – why being available outside business hours is importantResources mentioned in this episode: WhatsAppShow Contributors:Chirag RachhadiaConnect with Chirag on LinkedIn Connect with Chirag on FacebookConnect with Chirag on Instagram Vipul HapaniConnect with Vipul on LinkedIn Connect with Vipul on FacebookConnect with Vipul on Instagram About the Host:Justin White is UWM's in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:•   Facebook•   LinkedIn•   Instagram•   Twitter•   YouTube   Head to uwm.com to see the latest news and updates.

Smart Franchising with Fransmart
Leslie Kuban's Advice on Franchise Resales & Working with Franchise Consultants

Smart Franchising with Fransmart

Play Episode Listen Later Nov 11, 2025 50:28 Transcription Available


Join franchise industry leader Dan Rowe the Founder and CEO of Fransmart and Leslie Kuban the Market President and Franchise Owner of FranNet as they dive deep into the world of franchise resales and the critical role consultants play in these transactions. In this insightful conversation, Dan and Leslie explore the often-overlooked preparation needed for equity moments—those pivotal times when franchisees look to exit their business.Discover what both franchisees and franchisors should be doing before a resale opportunity arises, and learn about the common pitfalls that can derail even the most promising deals. From financial documentation and operational systems to understanding buyer expectations and market dynamics, this episode covers the essential elements that make or break franchise resales.Dan and Leslie also share practical guidance on how to effectively work with franchise consultants throughout the resale process. Whether you're a franchisee planning your exit strategy, a franchisor looking to support smooth ownership transitions, or someone considering buying an existing franchise location, this conversation offers valuable insights into maximizing value and avoiding costly mistakes.Tune in to learn how proper preparation, realistic expectations, and the right consulting partnership can turn your franchise resale into a successful transition.00:00 The Importance of Resales in Franchising02:48 Leslie's Journey into Franchising04:46 Understanding FranNet and Its Role07:02 The Process of Helping Franchisees09:54 Identifying Good Franchisees12:28 The Role of Brokers in Franchising15:16 Building Client Relationships17:33 Effective Communication with Franchisors25:59 The Importance of Staying Top of Mind28:05 Understanding Commission Splits and Franchise Fees30:40 The Significance of Resales in Franchising35:08 Proactive Strategies for Franchise Resales39:36 Building a Resale Process for Franchisees44:33 The Future of Non-Brick and Mortar Businesses

Jeff's Asia Tech Class
For Agentic Ecommerce Focus on the ABCs (Advisors, Brokers and Concierges) (266)

Jeff's Asia Tech Class

Play Episode Listen Later Nov 10, 2025 43:16 Transcription Available


This week's podcast is about AI Agents transforming ecommerce. Likely all commerce.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to our Tech Tours.Here is the McKinsey article I mentioned:The agentic commerce opportunity: How AI agents are ushering in a new era for consumers and merchantsHere is the BCG article I mentioned:When Brands Meet AI Bots: Customer Experience in the Era of Agents-------- I am a consultant and keynote speaker on how to accelerate growth with improving customer experiences (CX) and digital moats.I am a partner at TechMoat Consulting, a consulting firm specialized in how to increase growth with improved customer experiences (CX), personalization and other types of customer value. Get in touch here.I am also author of the Moats and Marathons book series, a framework for building and measuring competitive advantages in digital businesses.Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.Support the show

The Elephant In The Room Property Podcast | Inside Australian Real Estate
Ben Kingsley: Risky Advice on the Rise and the “Get Rich Quick” Comeback

The Elephant In The Room Property Podcast | Inside Australian Real Estate

Play Episode Listen Later Nov 9, 2025 55:49 Transcription Available


Property investment has entered dangerous new territory. What used to be about building long-term wealth has become clouded by hype, shortcuts, and unqualified advice. Investors are being drawn into speculative schemes disguised as strategy. In this episode, Veronica and Chris sit down with Ben Kingsley, Founding Managing Director of Empower Wealth and Chair of the Property Investors Council of Australia (PICA), to unpack the alarming resurgence of speculative, misleading, and unlicensed property advice spreading across Australia.Ben recently authored an open letter to industry associations, warning of “get-rich-quick” operators, social media influencers, and unqualified advisors encouraging investors to buy properties through risky trust structures and self-managed super funds. He reveals how these practices are distorting regional markets, luring naive investors, and potentially triggering a regulatory backlash that could reshape the entire property sector.From “pump and dump” tactics to trust lending loopholes and the rise of volume-driven buyer's agents buying sight unseen, this conversation exposes the systemic risks emerging from the unregulated fringes of the industry. Ben, Veronica, and Chris also explore how social media hype, FOMO marketing, and easy credit are fueling another wave of short-term speculation that could end in disaster.If you care about the future of Australia's property market—or just want to protect yourself from being swept up in the next boom-and-bust cycle—this is an episode you can't afford to miss.Episode Highlights00:00 — Why Risky Property Advice Is Back on the Rise01:36 — Speculative Behaviour: The Return of Fast-Money Mindsets02:25 — How Speculation Threatens Consumers and Market Stability03:59 — Unlicensed Advisors and the Power of Social Media Influence06:14 — Regional Market Distortions: When Buyer's Agents Go Rogue08:21 — Will ASIC Step In? The Push for Property Regulation10:16 — The Role (and Responsibility) of Brokers and Buyer's Agents13:01 — What Happens Next: Ben's Call for Industry Reform32:06 — Rising Prices, Rising Pressure: The Human Cost of Property33:51 — Regional Boom or Bubble? Understanding the Market Risks36:41 — Property Prices vs. Fundamentals: When Growth Defies Logic39:47 — Speculation vs. Strategy: The Long-Term Investment Divide42:14 — Economic Viability: The Missing Piece in Modern Investing49:00 — Building a Sustainable Property Business, Not a Hype Machine52:41 — Owning Mistakes and the Power of Industry Accountability54:26 — Final Thoughts: Restoring Trust in Property AdviceLinksArticle: https://pica.asn.au/alarm-unlicensed-advice-market/ About the GuestBen Kingsley is the Founding and Managing Director of Empower Wealth and the inaugural Chair of the Property Investors Council of Australia (PICA). A Qualified Property Investment Advisor (QPIA) and one of Australia's most respected voices in property, finance, and money management, Ben has spent over two decades advocating for professional standards and consumer protection in the property investment sector.A multi-award-winning advisor and frequent media commentator, Ben co-authored two bestselling books — The Armchair Guide to Property Investing and Make Money Simple Again — and co-hosts The Property Couch, Australia's #1 property, finance, and money management podcast. Through Empower Wealth, Ben leads an integrated team of experts providing holistic financial advice across property, finance, tax, and wealth management.Driven by his belief that...

De Lotgenoten Podcast
Exposed: De Donkere Kant van Trading Waar NIEMAND Over Praat - Devin Sloot - #452

De Lotgenoten Podcast

Play Episode Listen Later Nov 9, 2025 83:53


Traders faken hun trackrecord, maar jij kan transparant winnen. Tradeflow geeft je 12 maanden gratis software + gratis toegang tot de competitie met $50.000 prijzen, $250 bonus en kans op Rome's top-event. Slechts 1000 plekken. Deadline 17 november

BFM :: Earth Matters
US E-Waste Flooding Malaysia, Report Finds

BFM :: Earth Matters

Play Episode Listen Later Nov 5, 2025 48:11


Every year, the world generates tens of millions of tonnes of electronic waste, from old phones and laptops to discarded TVs. Much of this ends up not in the countries that produced it, but in developing nations ill-equipped to deal with its toxic legacy. A new report by the Basel Action Network, “Brokers of Shame,” exposes how American companies continue to ship e-waste to Asia, and how Malaysia has become one of its biggest recipients. Joining us to unpack these findings is Wong Pui Yi, a Malaysian researcher with the Basel Action Network (BAN).Image Credit: Michael Neilson, Klang e-waste dumpsite, SelangorSee omnystudio.com/listener for privacy information.

Cierre de mercados
Cierre de Mercados 05/11/2025

Cierre de mercados

Play Episode Listen Later Nov 5, 2025 53:59


Consultorio de Bolsa con Javier Cabrera, analista de XTB y Juan Carlos Costa, Kostarof. Con nuestros expertos, analizamos los mejores valores del mercado. Sobre xtb Con casi 20 años de experiencia, XTB es uno de los mayores Brokers cotizados de Acciones y Derivados del mundo. Contamos con oficinas en más de 13 países, incluyendo España, Reino Unido, Polonia, Alemania, Francia, Latinoamérica, Oriente medio, Norte de África o Sudáfrica. Rodrigo García es Licenciado en Administración y Dirección de Empresas por la Universidad de Santiago de Compostela. Postgrado en Productos Financieros Derivados, y Licencia MEFF III. Asesor Financiero con la certificación EFA y Gestor Patrimonial acreditado por el Instituto Español de Analistas Financieros (IEAF). Especialista en Mercado de Divisas, Materias Primas y Mercados Exóticos. Analyst & Client Loyalty Manager en XTB España. Sobre Juan Carlos Costa Como asesor financiero, gestor de fondos y analista de mercados, Costa destaca en su perfil: «Estudiando los mercados constantemente, buscando tendencias, realizando trading, realizando inversiones, estudiando empresas cotizadas, buscando rentabilidades. Sin buscar el Santo Grial en los programas automáticos trabajando sin cesar en estos desde el año 1995 hasta la actualidad, lo bueno es que lo de antes sigue funcionando, lo malo que suele haber poca confianza en los inversores. EAFI registrada para poder asesorar todo tipo de inversión, especializados en los mercados de valores, renta variable, futuros, materias primas y divisas.» En los consultorios de Bolsa de Cierre de Mercados, los oyentes pueden mandarnos WhatsApp al teléfono 609 22 47 16. Si prefieren hablar directamente con los analistas y comentarles sus dudas, pueden contactarles en el número de teléfono 915331851.

Commercially Speaking
Transforming Commercial Real Estate with Technology | The Birth of Crexi

Commercially Speaking

Play Episode Listen Later Nov 4, 2025 62:51


In this bonus episode of Commercially Speaking, Bo and Timmy welcome Luke Morris, co-founder of Crexi and Capitalize. They discuss Luke's journey in commercial real estate, the evolution of Crexi, and the launch of Capitalize, a platform designed to streamline commercial real estate financing using AI. The conversation delves into the challenges faced by brokers and lenders, the importance of data in the industry, and the future prospects for Capitalize. Luke emphasizes the need for transparency and trust in commercial real estate, highlighting how technology can empower brokers to better serve their clients.Chapters00:00 Introduction to the Podcast and Guest02:40 Luke Morris: Early Life and Career Path05:19 The Birth of Crexie: Innovations in Commercial Real Estate08:00 The Evolution of Crexie: Growth and Milestones10:48 Identifying Pain Points in Commercial Real Estate13:32 Capitalize: The Next Step in PropTech16:25 Understanding Capitalize's Functionality and Market Impact19:07 Use Cases for Brokers: Enhancing Efficiency and Effectiveness21:56 The Role of Brokers in Commercial Real Estate24:34 Exploring the Technology Behind Capitalize27:27 Real-Time Insights and Market Dynamics30:28 Conclusion and Future Outlook33:22 Understanding Mezzanine Debt and Preferred Equity36:51 Navigating Fund Management and Deal Sponsorship39:28 Challenges in Data Aggregation and AI Integration44:08 Personal Insights and Hobbies of Luke Morris48:52 Engagement and Future Steps for Capitalize.io

The InvestmentNews Podcast
Episode 199: InvestmentNews talks Commonwealth, bad brokers, and Rockefeller with Andy Burt

The InvestmentNews Podcast

Play Episode Listen Later Oct 31, 2025 31:14


InvestmentNews podcast host Bruce Kelly chats with teammate Andy Burt to break down a variety of recent news stories in the wealth management industry.

Accountants Daily Insider
The value of strategic relationships between accountants and brokers

Accountants Daily Insider

Play Episode Listen Later Oct 31, 2025 34:10


As regulations get more complex, accounting firms are teaming up with brokerages to give their clients better financial outcomes. Tune in to this episode of Accountants Daily Insider to hear from Tom and Ben Hawley, founders of Azura Financial, to find out how brokers and accountants can create strategic relationships to help clients and drive further business. Tune in to hear more about: Why should there be strategic collaboration between the broking and accounting professions? How accountants can lean on, and leverage, brokers. Differences in finances that accountants and brokers need to be aware of. The outlook of the accountant-broker relationship over the next five years.

Market Matters
How stablecoins are reshaping global finance

Market Matters

Play Episode Listen Later Oct 29, 2025 15:08


In this episode, Kenneth Worthington, a Brokers, Asset Managers and Exchanges equity analyst at J.P. Morgan, is joined by Teresa Ho, head of U.S. Short Duration Strategy, to explore the dynamic world of stablecoins. Together, they break down what stablecoins are, how they work and why they're gaining so much attention in today's financial landscape. The discussion covers how stablecoins differ from deposits and money market funds, the impact of recent legislation such as the GENIUS Act, as well as what all this could mean for the future of finance.   This episode was recorded on October 23, 2025.   This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2025, JPMorganChase & Co. All rights reserved.

The Logistics of Logistics Podcast
Leveraging Shipper Intent Data to Win More Freight with Rob Light

The Logistics of Logistics Podcast

Play Episode Listen Later Oct 28, 2025 44:27


Leveraging Shipper Intent Data to Win More Freight", Joe Lynch and Rob Light, CEO & Co-founder at CarrierSource, discuss how their platform provides the real-time intent signals and AI tools necessary to turn passive interest into high-value revenue. About Rob Light Robert Light is the CEO and a Co-Founder of CarrierSource, the leading review website for brokers and carriers. Rob has been building CarrierSource for the past five years, and prior to that was an early employee at the software review website G2.com. At G2, Rob saw the power of customer reviews and how small businesses could leverage the voice of their customers to compete with the largest companies in the space. He's excited to bring this same opportunity to logistics and transportation. About CarrierSource CarrierSource is revolutionizing the freight industry with real-time Shipper Intent Data and AI-powered Research Agents. For the first time, brokers and carriers can see when a shipper is searching for capacity, viewing competitor profiles, or interacting with their own listing. These signals empower teams to engage high-intent prospects at exactly the right moment, turning passive interest into closed business. With Research Agents, teams can go from shipper intent signal to context to outreach in minutes, bridging the gap between intent and action. CarrierSource is built on top of the first truly two-sided review marketplace. Brokers and carriers can review each other, and shippers can find freight partners through verified reviews, FMCSA safety and insurance data, and detailed company profiles. With over 75,000 reviews across 40,000+ brokers and carriers, CarrierSource is where reputations are built. It's now also where intent turns into revenue. Key Takeaways: Leveraging Shipper Intent Data to Win More Freight Leveraging Shipper Intent Data to Win More Freight", Joe Lynch and Rob Light, CEO & Co-founder at CarrierSource, discuss how their platform provides the real-time intent signals and AI tools necessary to turn passive interest into high-value revenue. Real-Time Shipper Intent is the New Gold: The most critical factor in winning freight is knowing when a shipper is actively in the market. CarrierSource provides real-time signals—such as a shipper searching for capacity or viewing a competitor's profile—allowing brokers and carriers to engage prospects at the precise moment of highest intent. AI Closes the Intent-to-Action Gap: The platform utilizes AI-powered Research Agents to bridge the gap between signal and outreach. This technology ensures that teams can move from identifying an intent signal to gathering necessary context and initiating an informed outreach effort in minutes. Reputation is the Foundation for Conversion: Rob Light's experience at G2 highlights the power of customer voice. CarrierSource is built on a two-sided review marketplace with over 75,000 reviews, establishing that a verified and strong reputation is essential for converting a high-intent prospect into closed business. Democratizing the Competitive Edge: The technology empowers smaller and mid-sized brokers and carriers. By providing access to high-value intent data and leveraging the voice of their customers through reviews, they can effectively compete head-to-head with the largest companies in the logistics space. A Holistic View Wins the Business: Winning freight requires more than just knowing intent; it demands credibility. The platform integrates real-time intent data with essential compliance information, including verified reviews, FMCSA safety data, and insurance details, providing a comprehensive profile for shippers. The Shift to a Proactive Revenue Model: The industry is shifting from a reactive approach (waiting for RFPs) to a proactive one. CarrierSource enables a model where "intent turns into revenue," fundamentally changing the sales motion from passive interest tracking to immediate, targeted engagement. Leverage Reviews to Compete on Par: A core lesson from Rob's previous work is that customer reviews are a powerful tool to level the playing field. By making the voice of the customer central to the partner selection process, brokers and carriers of all sizes can use their established service reputation to secure new freight opportunities. Learn More About Leveraging Shipper Intent Data to Win More Freight Rob Light | Linkedin CarrierSource CarrierSource | Linkedin The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

Good. Better. Broker.
How to Make a Mortgage Feel Personal | Episode 108

Good. Better. Broker.

Play Episode Listen Later Oct 28, 2025 18:27


The following guests sit down with host Justin White:•   Loli Martinez Calbert and Alix Pate, Dream Team LendingMortgage Brokers Who Treat Their Clients So Well They Become Friends‘Fast, friendly and efficient' isn't just a tagline for Dream Team Lending – it's how they run every facet of their business. How can mortgage brokers attract clients simply by showing how invested they are in their experience?  Listen to Episode #108 of Good. Better. Broker. to learn how the founders of Dream Team Lending form relationships that last well beyond the loan process.In this episode of the Good. Better. Broker. podcast, you'll hear how to deliver customer service that makes borrowers and real estate agents want to refer you.In this episode, we discuss ...•   1:36 – the dynamic between Loli and Alix•   2:18 – how Loli and Alix divide and conquer •   4:15 – increasing visibility for the Dream Team brand•   5:45 – how their efforts have impacted business•   6:48 – Loli and Alix's tagline and what it means for clients and referral partners•   7:57 – why Loli and Alix's dynamic helps to attract business•   8:57 – how Loli and Alix push each other outside their comfort zones•   10:28 – why business is also personal for Loli and Alix•   12:06 – how being partners helps enhance customer service•   14:45 – why finding joy in your job makes people want to work with you•   16:01 – how Loli and Alix first started working togetherShow Contributors:Loli Martinez CalbertConnect with Loli on LinkedIn Connect with Loli on FacebookConnect with Loli on Instagram Alix PateConnect with Alix on LinkedIn Connect with Alix on FacebookConnect with Alix on Instagram About the Host:Justin White is UWM's in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:•   Facebook•   LinkedIn•   Instagram•   Twitter•   YouTube Head to uwm.com to see the latest news and updates.

Watchdog on Wall Street
The Jason Voorhees of Wall Street: Detailing the NIGHTMARE Of Bad Brokers

Watchdog on Wall Street

Play Episode Listen Later Oct 28, 2025 10:15 Transcription Available


LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  They get banned, exposed, and “permanently barred”—but they always come back. Wall Street's financial slashers never stay dead. In this episode:How banned brokers reappear selling annuities under weak state oversightThe shocking stats: 90% of expelled advisors still licensed to sell insuranceWhy FINRA and the SEC almost never stop a scam before it happensWhat Bernie Madoff's rise and protection really revealed about Wall StreetHow to spot the financial predators who just won't dieThey can't be killed by regulators—only by informed investors. Here's how to keep your money safe from Wall Street's monsters.

Retail Leasing for Rockstars
What to Do When Your Brokers Aren't Performing | EP 72: I Own a Shopping Center, Now What?

Retail Leasing for Rockstars

Play Episode Listen Later Oct 24, 2025 13:10


Feeling stuck in your leasing? Here's how to get things moving again.In this episode, I share how I helped one of my shopping centers generate major leasing momentum by bringing our entire team—property manager, broker, attorney, and ownership—together for a single, strategic call. You'll hear how just one meeting led to five major leasing wins, and why alignment and accountability matter more than endless emails or disconnected updates.Whether you're trying to get your leasing broker to perform or need to push a deal across the finish line, this episode will give you a practical model to rally your team and unlock results—fast.

Simply Trade
Strengthening Trade Across Borders: Building the North American Customs Brokers Alliance (NACBA)

Simply Trade

Play Episode Listen Later Oct 23, 2025 45:37


Hosts: Lalo Solorzano & Andy Shiles Guests: Federico “Kiko” Zúñiga JD Gonzalez Kim Campbell Carlos Martinez Published: October 2025 Length: ~42 minutes Presented by: Global Training Center

Family Office Podcast:  Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P
How Elite Investors Build Deal Flow Without Brokers (And Find Value Where Others Don't)

Family Office Podcast: Private Investor Interviews, Ultra-Wealthy Investment Strategies| Commercial Real Estate Investing, P

Play Episode Listen Later Oct 23, 2025 6:47


Send us a textRecorded live at the Beverly Hills Investor Club Summit, this episode reveals how top investors, family offices, and private equity leaders source deals without relying on traditional brokers — and where they find value others overlook.Discover how AI, relationships, and reputation all play a role in unlocking exclusive investment opportunities. Learn what separates elite dealmakers from the rest and how they consistently identify high-value assets others miss.

Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies
How to Stop Fake Profit From Fooling You: Agency Finance Secrets With Lacie Edgeman | Ep #847

Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies

Play Episode Listen Later Oct 22, 2025 28:11


Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Ever looked at your agency's bank account and thought, “We're crushing it!” only to realize two months later that half that cash wasn't really yours yet? Or maybe you've hit that milestone where you start wondering what your agency might be worth if you sold it tomorrow… but your books are a confusing mix of guesswork and gut feelings. Today's featured guest was a finance expert before falling in love with the agency world and has the experience to show how smart financial planning (not just getting more clients) can completely reshape your agency's future. From forecasting and cash flow to the hard truths about selling, this conversation is packed with real-world lessons every agency owner needs to hear. Lacie Edgeman is the partner and co-owner of PrograMetrix, a digital paid media agency that focuses exclusively on programmatic advertising. With a background in finance, she oversees operations and financial strategy. However, like most small-agency leaders, she's worn just about every hat at some point. Her unique blend of financial discipline and operational savvy has helped her agency grow smart, not just fast. In this episode, we'll discuss: The superpower too many agencies ignore. Cash vs. accrual accounting. Why you should always be tracking these two KPIs. How much cash should you keep in the bank? Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. How a Finance Major Became an Agency Owner After earning a finance degree, Lacie joined a digital agency in Austin as a billing coordinator and quickly discovered she loved the chaos. “You either love it or you hate it,” she says. “I love the fast pace environment and the fact that it challenges me.” That early exposure to how agencies really work, from billing quirks to client chaos, gave her a perspective most creatives never get. By the time she joined PrograMetrix, she wasn't just another partner with ideas; she was the numbers-minded operator who could make sure every big creative idea actually paid off. Forecasting: The Superpower Too Many Agencies Ignore From a finance perspective, Lacie's biggest message for agency owners is to stop running their business off their checking account. “Future planning is where most agencies miss the mark,” she says. It's important to review your historical, of course, but Lacie recommends creating a forecast and revisit it quarterly. This way, if you want to add $1 million in take-home revenue, you can map out exactly which KPIs need to move to make that happen.. This is way, if you, for instance, want to add $1 million in take-home revenue, you can map exactly which KPIs need to move to make that happen. That forward focus creates smarter, calmer decisions; especially when things get uncertain. You can't sleep easy until you know what's coming in, what's going out, and how your pipeline will affect cash flow six months from now. Cash vs. Accrual Accounting: How to Stop Fooling Yourself About Profit When Lacie joined PrograMetrix in 2019, one of her first moves was switching from cash accounting to accrual accounting, a game changer for any media agency. Why? Because when you're handling large media budgets, those big lump payments from clients don't actually mean profit. Accrual accounting forces you to recognize revenue when the work is done, not when the check clears. “It's the only way to see what's actually happening,” Lacie explains. Otherwise, agencies can get fooled into thinking they're thriving when all they've done is temporarily hold pass-through media dollars. For anyone running paid media, she considers accrual accounting “painful but essential.” Furthermore, accrual accounting becomes critical when you're planning to sell your agency. It's not just about cleaner books, it's about protecting your valuation. In cash accounting, all incoming payments hit your revenue the moment they land, even if you haven't delivered the work yet. That can make your agency look healthier than it really is. However, a smart buyer will spot it—and they'll adjust your purchase price down to reflect any undelivered work. If you're serious about eventually selling, move to accrual accounting early so your books reflect true earned revenue. It not only helps you understand your real profitability but also builds trust with future buyers. Building the Right Financial Advisory Team for Your Agency Anyone with prior experience selling a business will probably tell you “if you're planning on selling soon, don't rely solely on a broker”. Brokers are financially motivated to close the deal fast, not to get the best terms. Instead, surround yourself with people who don't have skin in the game. Considering that most agency owners probably come from a creative background, Lacie suggests finding financial mentors or advisers who will tell them what they need to hear, not what they want to hear. You don't have to become a QuickBooks expert, but you do need to understand what your financials are saying about the health of your business. 2 KPIs Every Agency Owner Should Track If Lacie were stranded on an island and could only get one napkin of financials, it'd include two numbers: Topline Revenue (excluding media spend) EBITDA (basically your take-home before taxes) EBITDA is very important here, because you can have great revenue but without free flowing funds to invest back in the business, you'll still be a red flag for potential buyers. Those two tell her almost everything about an agency's financial health. “You can only cut costs so far,” she says. “At some point, you have to grow the top line strategically.” The real game is in balancing both, keeping a clean cost structure while expanding profitable revenue. Owners should also understand adjusted EBITDA, which adjusts for one-off expenses, to get a clearer view of your operational performance. It's something a potential buyer would do any way to get a more accurate picture of your agency's financial health. How Much Cash Should You Keep in Reserve? Ask ten agency owners this question, and you'll get ten answers. Lacie says three months of operating cash is the industry rule of thumb, though she's heard advisers tell sellers to shrink that down to one month before an acquisition. Many would disagree with that advice, but ultimately the right number depends on your risk tolerance and client concentration. If a single client dominates your revenue, then the most important advice would be to secure a line of credit before you need it. Losing a “gorilla client” (one worth more than 20% of your revenue) can wreck cash flow overnight. A credit line buys you breathing room so you don't start saying yes to bad clients just to make payroll. Niching Down Is the Key to Profitability and Valuation For Lacie, niching down was the single best move for PrograMetrix. “When you try to be everything to everyone, you can't scale,” she says. Every one-off client that doesn't fit your core offer quietly drains profit and focus. She urges agency owners to ask themselves if they're offering the right services and double down on what they're great at, not just good at. The rule is simple: the more focused you are, the more you can charge. Start by raising prices for new clients and soon the gap between legacy clients and new ones will convince you of the need to raise prices for legacy clients too. One mastermind member added $72,000 in monthly recurring revenue simply by repricing existing clients after niching. Each year, Lacie's team audits their client roster to identify accounts they've outgrown. It's never easy—many are long-time relationships—but letting go of clients who no longer fit is what creates room for bigger, better ones. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Real Estate Superstars Today!
Jerry Mooty: "Building a Brokerage to Gavel of Greatness Award"

Real Estate Superstars Today!

Play Episode Listen Later Oct 22, 2025 38:28


Rita Santamaria interviews Jerry Mooty, Christie's International Real Estate, CEO | Principal | Broker | Attorney, to discuss the importance of CRMs, how 85% of your business comes from your sphere of influence, and tips on going into management and becoming a leader.

It Runs In The Family
Where Wisdom Meets Vision: Passing the Baton with Boon Brokers' Gerard & Michael Boon #122

It Runs In The Family

Play Episode Listen Later Oct 22, 2025 41:04


This week we welcome Michael and Gerard Boon, the father-son team behind Boon Brokers, for an inspiring conversation about legacy, innovation, and the journey of transforming a family business. Michael's hard work during his early days in the industry has laid the groundwork for Gerard's tech-driven approach, all while maintaining the all-important human touch.Tune in as we hear what lies behind Gerard's vision and drive for innovation, the unique dynamics of working with family, the importance of work-life balance, and the lessons learned from decades of navigating change together.

Brian Icenhower | Real Estate Trainer Podcast
Episode 435 - How Brokers Manage Agents in a Slow Market

Brian Icenhower | Real Estate Trainer Podcast

Play Episode Listen Later Oct 21, 2025 7:45


In this episode of The Brian Icenhower Podcast, Brian breaks down how brokers manage agents in a slow market — the emotional, financial, and leadership challenges that surface when business slows down. Learn how to recognize when your agents are slipping into “lateral move” mode, how to stop reactionary decisions before they spread, and how to lead your team with focus, empathy, and consistency through seasonal downturns. Brian shares why October marks the start of recruiting season, how to prevent negativity from spreading in your office, and how emotionally intelligent leadership helps you retain agents, rebuild focus, and prepare for the next wave of growth. You'll Learn: How to identify emotional burnout in your agents Why lateral moves happen — and how to prevent them What top brokers do differently during slow markets How to have tough but transformational conversations How focus and accountability sustain long-term success

The Country
The Country with Property Brokers Land & Lifestyle Market Insights: Episode One Rural Property Market with Conrad Wilkshire

The Country

Play Episode Listen Later Oct 21, 2025 19:24 Transcription Available


Welcome to a new podcast brought to you by Property Brokers and powered by The Country. In Episode One of Land and Lifestyle Property Markets, Jess Davidson discusses with Property Brokers Rural General Manager Conrad Wilkshire, some of the current trends, sector insights, and the future long-term outlook for the Rural Property Market. See omnystudio.com/listener for privacy information.

Friday Vibes
CPG Vibes - Episode 185 - CPG Talk 101

Friday Vibes

Play Episode Listen Later Oct 20, 2025 59:46


This week Wade and Gavin recap the last few months of their guests, focusing on Leadership, Brokers, Data Insights, Retail and their upcoming guests!

Life & Listings: Balancing Real Estate, Scaling Your Future w/ Jennifer Staats
88. From Broker to Coach: Building Scalable Profit Centers for Teams & Brokers with Chris Prefontaine

Life & Listings: Balancing Real Estate, Scaling Your Future w/ Jennifer Staats

Play Episode Listen Later Oct 20, 2025 18:59


In this episode, Jennifer Staats interviews Chris Prefontaine about his extensive real estate journey, how he turned adversity into a scalable family business, and what it takes to thrive as an entrepreneur and coach in real estate. Chris shares practical strategies for brokers and agents to build additional profit centers, the mindset shifts needed for success, and why hands-on coaching is critical.   "Mindset and tenacity are as important as skill set in building a thriving business." - Chris Prefontaine   Key Discussion Topics: Chris's 34-year journey from broker to real estate coach and founder of a family business. Lessons learned from the 2008 financial crisis and rebuilding with creative financing strategies. Smart Real Estate Coach's unique “in the trenches” coaching model: supporting clients from first call to closing. Creative profit centers: owner financing, lease-purchases, and subject-to deals—how agents and brokers can leverage these strategies. The top three questions to uncover seller motivation and close more deals. Adapting and scaling a business post-COVID—including going fully virtual and recruiting nationwide. Chris's personal “superpower” and insights on leading a family business. About Chris Prefontaine: Chris Prefontaine is the Chairman and Founder of Smart Real Estate Coach®, a 4x best-selling author. He is a Forbes Business Council Member and a 3-time Inc 5000 Honoree for Fastest Growing Company. Wicked Smart Community operates all over North America and has successfully completed hundreds of transactions, assisting students in doing the same. Alongside his achievements, Chris hosts the Smart Real Estate Coach® Podcast, which ranks in the top 0.5% globally. Having navigated through challenges such as the crash of 2008, 9/11, a near-death experience with his son, and the impact of COVID, Chris reengineered his entire business to weather all storms and economic cycles. Understanding these challenges, he helps students navigate the constantly changing real estate waters. Chris, his family, and his team's mission focus on transforming dedicated individuals into Wicked Smart real estate investors. Chris and his wife Kim have been married for 37 years, and their adult children Nick and Kayla participate in the family business while also pursuing their own entrepreneurial ventures.   Connect with Chris: Website: https://smartrealestatecoach.com/ LinkedIn: https://www.linkedin.com/in/chrisprefontaine/ Facebook: https://www.facebook.com/CHRISPRE/ Instagram: https://www.instagram.com/chrisprefontaine_/ Download the Playbook: https://app.datalabz.re/forms/e23412ac-bb1a-4302-ad81-3e3d4fd744e9   Boost ROI, close more deals, and grow smarter—get your free real estate CRM guide now!: The Heartbeat of Your Business Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/  

DiversifyRx
What's Your Pharmacy's Worth Part 2 Q&A

DiversifyRx

Play Episode Listen Later Oct 17, 2025 63:04


**In this Episode of the Becoming a Badass Pharmacy Owner Podcast; Dr. Lisa Faast with Dr. Jamie Wilkey talk about Monetizing PGx** **Show Notes:** 1. **Introduction and Overview of the Webinar** [0:00] 2. **Discussion on Location and Real Estate** [3:23] 3. **Evaluating Pharmacies with Contracts Only** [6:59] 4. **Role of Brokers in Pharmacy Transactions** [10:28] 5. **Legal and Financial Considerations** [16:54] 6. **Impact of Expenses on Pharmacy Value** [25:24] 7. **Making a Pharmacy Attractive to Buyers** [34:12] 8. **The Role of Care RX in Pharmacy Valuation** [42:14] 9. **Joining Care RX and Its Benefits** [50:00] 10. **Conclusion and Additional Resources** [1:01:15] **Links mentioned in this episode:** [How To SignUp] (https://wo4qver7.pages.infusionsoft.net/)Websites Mentioned: https://www.drlisafaast.com/----- #### **Becoming a Badass Pharmacy Owner Podcast is a Proud to be Apart of the Pharmacy Podcast Network**

Personal Injury Primer
Ep 334 Insurance Agents and Brokers

Personal Injury Primer

Play Episode Listen Later Oct 15, 2025 3:46


Insurance Agents and Brokers I’m David Holub, an attorney focusing on personal injury law in northwest Indiana. Welcome to Personal Injury Primer, where we break down the law into simple terms, provide legal tips, and discuss personal injury law topics. In our last two episodes, we discussed insurance policy ambiguities and an insurance carrier's duty […] The post Ep 334 Insurance Agents and Brokers first appeared on Personal Injury Primer.

Daily Signal News
President Trump Brokers End to Israeli-Hamas War, All Living Hostages Come Home | Oct. 14, 2025

Daily Signal News

Play Episode Listen Later Oct 14, 2025 10:11


On today's Top News in 10, we cover: President Trump presides over a massive peace agreement ending the Israeli-Hamas war, speaking in both Israel & Egypt. All 20 remaining live Israeli hostages are safely returned from Hamas custody. Democrat officials call each other out over varying responses. Keep Up With The Daily Signal Sign up for our email newsletters:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.dailysignal.com/email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠     Subscribe to our other shows:  The Tony Kinnett Cast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/7AFk8xjiOOBEynVg3JiN6g⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  The Signal Sitdown: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://megaphone.link/THEDAILYSIGNAL2026390376⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Problematic Women:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://megaphone.link/THEDAILYSIGNAL7765680741⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Victor Davis Hanson: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://megaphone.link/THEDAILYSIGNAL9809784327⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠   Follow The Daily Signal:  X:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/intent/user?screen_name=DailySignal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.instagram.com/thedailysignal/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Facebook:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://www.facebook.com/TheDailySignalNews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  Truth Social:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://truthsocial.com/@DailySignal⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  YouTube:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/dailysignal?sub_confirmation=1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠    Subscribe on your favorite podcast platform and never miss an episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Ricochet Audio Network Superfeed
Daily Signal Podcast: President Trump Brokers End to Israeli-Hamas War, All Living Hostages Come Home

The Ricochet Audio Network Superfeed

Play Episode Listen Later Oct 14, 2025 10:11


On today's Top News in 10, we cover: President Trump presides over a massive peace agreement ending the Israeli-Hamas war, speaking in both Israel & Egypt. All 20 remaining live Israeli hostages are safely returned from Hamas custody. Democrat officials call each other out over varying responses.   Keep Up With The Daily Signal   […]

The Logistics of Logistics Podcast
Beyond the Mega Shipper: Finding  Untapped Demand with Shan Wu

The Logistics of Logistics Podcast

Play Episode Listen Later Oct 14, 2025 43:48


In “Beyond the Mega Shipper: Finding  Untapped Demand”, Joe Lynch and Shan Wu, Co-founder of breadd.ai, discuss the massive, yet often overlooked, opportunity in the mid-market. This essential pivot from chaotic prospecting to laser-focused selling is what breadd.ai helps brokers achieve. About Shan Wu Shan Wu is the cofounder of breadd.ai. As a lifelong sales rep, Shan has sold anything from billion dollar payment contracts to "nothing": cold calling for donations as a telefundraiser – and he still argues freight is the hardest thing to sell. He believes there's enough for everyone to eat in freight today – it's just in the mid-market while everyone fights for the top 100 shippers. So he has built breadd.ai to help brokers operationalize a winning sales strategy, in a brainlessly easy way. About breadd.ai breadd.ai helps brokers sell freight in any market. Today, more than 100 brokers wake up to a list of shipper leads every morning, without lifting a finger. Each shipper is pre-qualified to fit their niche, and fully researched with facilities, decision makers, and phone numbers that get picked up. All you have to do is wake up and call. Stop prospecting and start selling – get your free trial today at breadd.ai. Key Takeaways: Beyond the Mega Shipper: Finding  Untapped Demand In “Beyond the Mega Shipper: Finding  Untapped Demand”, Joe Lynch and Shan Wu, Co-founder of breadd.ai, discuss the massive, yet often overlooked, opportunity in the mid-market. This essential pivot from chaotic prospecting to laser-focused selling is what breadd.ai helps brokers achieve. The Mid-Market is the True Untapped Demand: Shan Wu argues that brokers and carriers should shift their focus beyond the mega shipper. The real opportunity and profitability in freight lies in the highly addressable, but less fiercely contested, mid-market, where there is "enough for everyone to eat." Freight is the Hardest Sale: Drawing on his experience selling everything from "nothing" to billion-dollar contracts, Shan believes freight sales are uniquely challenging. This perspective highlights the critical need for a new, efficient sales strategy to succeed in the current logistics landscape. Operationalize Your Sales Strategy: The path to winning in the mid-market is not just hustle, but structure. Brokers must adopt a "brainlessly easy" and operationalized winning sales strategy to move away from chaotic, inefficient cold outreach. The Shift: Stop Prospecting, Start Selling: The goal of modern sales tools like breadd.ai is to eliminate the time-consuming grunt work of finding and qualifying leads. The key takeaway for brokers is the mandate to transition their daily activities from prospecting (researching) to pure selling (calling and closing). Niche-Fitting and Pre-Qualification are Non-Negotiable: Untapped demand isn't just about finding any new shipper; it's about finding the right one. Success hinges on receiving leads that are pre-qualified to fit a broker's specific niche and lane requirements. Leverage Research for Higher Pickup Rates: Breadd.ai's model demonstrates the value of full lead research. Targeting specific decision-makers with verified phone numbers significantly increases the chances of a successful conversation and closes the loop on truly finding "tapped" demand. Technology as the Equalizer: The power of AI isn't just in load matching; it's in sales enablement. Shan's vision for breadd.ai shows how technology can empower over 100 brokers daily to compete effectively by waking up to a ready-to-call list of researched leads, leveling the playing field against larger competitors. Learn More About Beyond the Mega Shipper: Finding  Untapped Demand Shan Wu | Linkedin breadd.ai | Linkedin breadd.ai The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

Commercially Speaking
This Is What Separates Good Brokers from Great Ones | with Anthony Humphress

Commercially Speaking

Play Episode Listen Later Oct 14, 2025 70:16


What do top brokers really look at when evaluating a market?In this episode, we sit down with Anthony Humphress, a commercial real estate powerhouse out of Lexington, KY, to unpack what makes a secondary market thrive — and the blind spots brokers often miss.We dive into:

Good. Better. Broker.
Power Partners: Secrets to Thriving as Broker-Owners | Episode 107

Good. Better. Broker.

Play Episode Listen Later Oct 14, 2025 26:13


The following guests sit down with host Justin White:•   Taylor Coulton and Jeff Summy, Co-founders, Federal First Lending How Brokers Can Navigate Building a Company With a PartnerBehind every successful partnership is an ability to compromise and complement one another. For the broker-owners of Federal First Lending, company strategy is guided by one fundamental question – what is going to bring in more loans? Listen to Episode #107 of Good. Better. Broker. as we go inside the dynamic of friends turned co-founders of a growing mortgage broker shop.In this episode of the Good. Better. Broker. podcast, you'll hear how broker-owners navigate the responsibilities of building a company.In this episode, we discuss...•   1:25 – when childhood friends become business partners•   4:54 – how Taylor and Jeff lean on each other•   6:52 – the benefits of a ‘divide and conquer' approach•   8:13 – launching the company from Taylor's apartment •   9:40 – recruiting loan originators•   10:33 – growing at an appropriate pace•   12:41 – why you can't make someone put in the work to be successful•   16:07 – adapting a direct-to-consumer model to their company•   17:44 – splitting up the responsibilities for leading the business•   21:04 – knowing who to go to with questions•   22:22 – why Taylor and Jeff have done coaching togetherShow Contributors:Taylor CoultonConnect with Taylor on LinkedIn Connect with Taylor on FacebookConnect with Taylor on Instagram Jeff SummyConnect with Jeff on LinkedIn Connect with Jeff on FacebookConnect with Jeff on Instagram About the Host:Justin White is UWM's in-house brand journalist and the host of UWM Daily. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University. Connect with Justin on LinkedIn, Instagram, or Twitter Connect with UWM on Social Media:•   Facebook•   LinkedIn•   Instagram•   Twitter•   YouTubeHead to uwm.com to see the latest news and updates.

Thoughts on the Market
An M&A Boom for Financials

Thoughts on the Market

Play Episode Listen Later Oct 13, 2025 9:38


Morgan Stanley analysts Betsy Graseck and Michael Cyprys discuss what's driving unprecedented consolidation for asset and wealth management firms.Read more insights from Morgan Stanley.----- Transcript ----- Betsy Graseck: Welcome to Thoughts on the Market. I'm Betsy Graseck, Morgan Stanley's U.S. Large Cap Banks Analyst and Global Head of Banks and Diversified Finance Research.Michael Cyprys: And I'm Mike Cyprys, Head of U.S. Brokers, Asset Managers and Exchanges Research.Betsy Graseck: The asset management and wealth management industries are on the cusp of major consolidation. We're going to unpack today what's driving the race for scale and what it means for investors and the industries at large.It's Monday, October 13th at 4pm in New York.Mike, before we dive into the setup for M&A, I did want to get out here on the table. What's your outlook for the asset management industry?Michael Cyprys: Sure. So, asset management today is, call it, $135 trillion industry, in terms of assets under management that are managed for a fee. We expect it to grow at about an 8 percent clip annually over the next five years. And that's driven by faster growth in private markets, solutions and passive strategies, while we expect to see slower growth in the core active arena.Two key drivers of growth there. First private markets. We expect to see rising investor allocations from both institutional investors, but also more importantly from retail investors that remain early days in accessing the asset class. So, as we look out in the coming years, we do expect this democratization of private markets to play out, and we see that being helped by product innovation, investor education and technology advances that are all helping unlock access.Second growth driver is solutions. And I think you're looking at me a little dazed on what's solutions. And by that we really mean products and strategies that are addressing demographic challenges around aging populations. So, think about that as solutions that provide for retirement income, as well as those that offer tax efficient solutions. So, think about that as model portfolios, as well as sub-advisory mandates. We also expect to see growth in outsourced Chief Investment Officer, OCIO mandates and broadly retirement focused products.So that's the asset management industry in terms of our outlook. Betsy, what's your outlook for the growth in the wealth management industry?Betsy Graseck: Well, somewhat similar, but a little bit slower – off of a larger base. What does that mean? So, we are looking for global growth in wealth management of 5.5 percent CAGR, and that is off of a base of [$]301 trillion, which is intriguing, right? Because that's larger than the [$]135 trillion you mentioned for asset management.So, in wealth, we were expecting [$]301 trillion in 2024 grows to [$]393 trillion in 2029. And within the wealth industry, what we see as the driver for incremental opportunities here is both in the ultra high net worth segment as well as the affluent segments, as client needs evolve and technology delivers improving efficiencies.And I think one of the interesting things here – as we think about the look forward from industry perspective – is the fact that both asset management and wealth management industries have been very fragmented for a very long time, especially relative to other financial industries. I think one reason is that they need less capital to operate successfully.But Mike, back to the asset management industry, specifically – deal activity seems to be inching up. What are you attributing this increase in M&A to?Michael Cyprys: Yeah, so we do see M&A picking up, and we expect that to continue over the next couple of years. A number of reasons for that. First growth is becoming a bit more scarce, with clients working with fewer partners. And over the next five years, we expect the number of available slots to continue to decline upwards of a third, which concentrates growth opportunities.Betsy Graseck: Wait, wait, wait. Upwards of a third. And number of slots. When you say number of slots, you're talking about it from the asset manager client perspective…Michael Cyprys: Correct. From the asset owner standpoint or intermediary standpoint.Betsy Graseck: They're looking to consolidate their providers?Michael Cyprys: Correct.Betsy Graseck: Okay.Michael Cyprys: They're looking to work with fewer asset managers.Betsy Graseck: Mm-hmm.Michael Cyprys: At the same time, the winners are taking more share, right? So, our work shows that the largest firms are disproportionately capturing a larger share of net new money as they leveraged their scale to reinvest in capabilities as well as in relationships.And also, I'd point to the fact that we have seen a pickup in deal activity already. And we think that's going to lead more firms to consider strategic activity themselves, as they think and rethink what constitutes scale. And we think that that bar is rising…Betsy Graseck: Mm. Michael Cyprys: And firms are thinking about how to compete effectively as the landscape evolves. And look, this is all in the context of already a lot of challenges and changes happening as you think about evolving client needs. The rising cost of doing business, whether it's investing for growth or even harnessing AI, and that's all pressuring profitability. We think this is particularly a challenge for those mid-size money managers that are multi-asset, multi-liquid and global. Those with, call it, [$]0.5 trillion to [$]2 trillion in size, making them more likely to pursue consolidation, opportunities to bolster their capabilities and scale while also generating cost efficiencies.Betsy Graseck: So now looking forward, what type of deals do you expect and how does it differ from past years?Michael Cyprys: Sure. So, a few things are different than past years. First is that the deal activity is encompassing many forms of partnership. And we think that this experimentation around partnership will only accelerate. That allows, for example, for private market managers to access retail distribution without owning the end infrastructure and the last mile to the customer. It also allows traditional managers to provide their retail customers with access to high quality private market strategies from well-known and branded firms.Second is we see a broadening out of the types of acquisitions themselves when we talk about M&A, right? So, three types of deals. First are deals within the same vertical or intersector. So, think about this as an asset manager buying another asset manager to acquire capabilities, to gain cost synergies or bolster distribution.Second type of deals that we're seeing are ones that expand beyond one's own vertical. So intersector deals. So, asset management combining with wealth or insurance, for example, where firms would seek to own a larger, greater portion of the overall value chain. And so, these firms are getting closer to that end client. For example, an asset manager getting closer to that end customer. And the third type being financial sponsor deals where a sponsor is investing either as an in an asset or a wealth manager.Now you didn't ask me around the historical outcomes of M&A. But I would say that the historical outcomes have been mixed in the asset management space. But here we think that the opportunity ahead is so bright that we think firms will find ways to navigate and pursue strategic activity. But it does require addressing some of the culture and integration challenges that have plagued some of the deals in the past.Betsy Graseck: Okay.Michael Cyprys: So, Betsy, what do you see as the key drivers of consolidation in wealth management?Betsy Graseck: There's several. From the wealth manager side, number one is an aging population of advisor and advisor-owners, and the need to address succession and how to best serve their clients when passing on their book of business. So, we've got succession issues as the number one driver. But additionally, the need for scale is clearly getting higher and higher – given the costs of IT infrastructure rising, the needs to be able to leverage AI effectively and to manage your cyber risk effectively. These are just some of the drivers of desire to merge from the wealth manager perspective.Second. We have an increasing buying pool. If you just look at the large cap banks, for example. Significant amount of excess capital. Could we see some of that excess capital be put to work in the wealth management industry? To me, that would make sense. Why? Because wealth management is one of the best, if not the best financial institution service for shareholders. It is a high ROE business. It also is a business that commands a high multiple in the stock market.So, we would not be surprised to see activity there over the course of the next several years. So, Mike, thanks for joining me on the show today.Michael Cyprys: Thanks, Betsy. Always a pleasure.Betsy Graseck: And to our listeners, thanks for listening. If you enjoy Thoughts on the Market, please leave us a review wherever you listen and share the podcast with a friend or colleague today.

The Flip Empire Show
EP21: Ultimate Broker Blueprint - How to Get First Access to the Hottest Storage Deals in Your Market (Part 4)

The Flip Empire Show

Play Episode Listen Later Oct 13, 2025 23:07


What if you could avoid the rookie mistakes that quietly ruin your credibility with brokers before you even make an offer? In storage investing, one small misstep can cost you a deal worth hundreds of thousands in equity and long-term cash flow. The truth is, many investors lose before they even start because they don't realize the simple mistakes that make brokers walk away. In this final episode of the Ultimate Broker Blueprint series, Alex Pardo brings everything together with a complete guide to building genuine, long-term relationships with brokers that lead to first-call deals. He breaks down the seven common mistakes investors make when working with brokers and shows you exactly how to avoid them. You'll also learn how to become the kind of buyer broker you actually enjoy working with by playing the long game, following up the right way, and staying top of mind. You'll Learn How To: Avoid the seven mistakes that destroy your credibility with brokers Communicate your buy box clearly and confidently Build relationships that generate off-market deal flow Stop overanalyzing and start taking decisive action Follow up consistently without being a pest Earn broker trust even as a first-time buyer Leverage a community or mentor to accelerate your success What You'll Learn in This Episode: (00:00) The seven costly mistakes that stop investors from landing deals (04:00) Why being authentic matters more than faking confidence (05:00) How clarity instantly builds your credibility with brokers (06:00) Why overthinking can make you lose deals to faster buyers (08:00) How leaning on mentors and community accelerates your growth (9:00)  The mistake of ghosting brokers and how it ruins your reputation (11:00) Why focusing only on price can cost you the deal (14:00) The danger of overpromising and underdelivering with brokers (15:00) How nitpicking every deal damages broker relationships (17:00) Why trying to go at it alone limits your success (18:00) How playing the long game earns you broker trust and loyalty (19:00) The right way to stay visible and top of mind without being annoying (20:00) How asking smart questions separates you from tire kickers Who This Episode Is For: New investors who want to break into storage with credibility and confidence Experienced operators who want to strengthen their broker relationships Anyone tired of losing deals to buyers who move faster and communicate better Investors ready to build a system that consistently puts them on a broker's shortlist Why You Should Listen: The storage business is built on relationships, not luck. Brokers remember who follows through, who communicates clearly, and who's serious about closing. This episode gives you the exact checklist to stop making costly credibility mistakes and start getting real deal flow. If you're ready to turn every broker interaction into an opportunity—and move from tire kicker to trusted buyer—this is your playbook for winning in self storage. Follow Alex Pardo here: Alex Pardo Website: https://alexpardo.com/ Alex Pardo Facebook: https://www.facebook.com/alexpardo15 Alex Pardo Instagram: https://www.instagram.com/alexpardo25 Alex Pardo YouTube: https://www.youtube.com/@AlexPardo Storage Wins Website: https://storagewins.com/ Have conversations with at least three to give storage owners, brokers, private lenders, and equity partners through the Storage Wins Facebook group. Join for free by visiting this link: https://www.facebook.com/groups/322064908446514/

The Todd Starnes Podcast
Jimmy's Monologue - Trump brokers historic peace deal

The Todd Starnes Podcast

Play Episode Listen Later Oct 13, 2025 11:18


Jimmy's Monologue - Trump brokers historic peace deal Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Pete Kaliner Show
Trump brokers peace... Leftists & Islamists hardest hit (10-13-2025--Hour1)

The Pete Kaliner Show

Play Episode Listen Later Oct 13, 2025 33:07


This episode is presented by Create A Video – Twenty hostages have been returned to Israel today as part of the first step in a longer peace deal negotiated by President Donald Trump's administration between Hamas and the Jewish nation. But for a lot of the people demanding a "ceasefire now," this ceasefire and peace deal doesn't seem to be kosher. Help Pete’s Walk to End Alzheimer’s! Subscribe to the podcast at: https://ThePetePod.com/ All the links to Pete's Prep are free: https://patreon.com/petekalinershow Media Bias Check: GroundNews promo code! Advertising and Booking inquiries: Pete@ThePeteKalinerShow.com Get exclusive content here!: https://thepetekalinershow.com/See omnystudio.com/listener for privacy information.

All-In with Chamath, Jason, Sacks & Friedberg
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally

All-In with Chamath, Jason, Sacks & Friedberg

Play Episode Listen Later Oct 10, 2025 87:51


(0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's deal with AMD, state of the "AI Bubble" (1:05:45) Circular AI deals: cause for concern or no big deal? (1:15:00) What's behind the Gold rally? (1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets Follow Brad: https://x.com/altcap Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://truthsocial.com/@realDonaldTrump/posts/115340993884364431 https://x.com/RapidResponse47/status/1972726021196562494 https://x.com/JasonJournoDC/status/1976080696209760487 https://www.washingtonpost.com/archive/opinions/2005/05/23/israels-lawyer/7ab0416c-9761-4d4a-80a9-82b7e15e5d22 https://www.washingtonpost.com/opinions/2025/10/09/gaza-ceasefire-deal-trump-nobel-prize https://x.com/BillAckman/status/1976307397099471229 https://polymarket.com/event/will-hamas-release-all-israeli-hostages-by-october-31?tid=1760021581013 https://www.newsweek.com/ice-rappel-black-hawk-helicopters-chicago-10809228 https://www.chicago.gov/city/en/depts/mayor/press_room/press_releases/2025/october/city-property-executive-order.html https://www.whitehouse.gov/articles/2025/10/chicago-mayors-ice-free-zones-shield-violent-criminal-illegals-abandon-citizens https://x.com/libsoftiktok/status/1965294885373947928 https://x.com/CollinRugg/status/1972716966831120601 https://x.com/unlimited_ls/status/1975302286969631204 https://www.newsweek.com/donald-trumps-approval-rating-boost-cities-crime-crackdown-10840101 https://www.washingtonpost.com/dc-md-va/2025/08/20/dc-poll-trump-crime-police/ https://marylandmatters.org/2025/09/05/moore-orders-state-police-to-assist-baltimore-cops-in-crime-reduction-efforts https://www.politico.com/newsletters/west-wing-playbook-remaking-government/2025/04/28/musk-and-doge-have-a-poll-problem-00313461 https://x.com/wallstreetapes/status/1976030014614421936 https://x.com/ericldaugh/status/1976020869752508907 https://www.wsj.com/tech/ai/openai-amd-deal-ai-chips-ed92cc42 https://finance.yahoo.com/news/tether-gold-xaut-hits-1b-080222337.html https://www.cnbc.com/2025/10/07/nyse-owner-intercontinental-exchange-2-billion-polymarket-stake.html https://polymarket.com/event/will-polymarket-us-go-live-in-2025?tid=1760113275545

Simon Marks Reporting
October 10, 2025 - "American Week": Trump brokers peace in Gaza, but warmongers at home

Simon Marks Reporting

Play Episode Listen Later Oct 10, 2025 10:49


Simon's weekly chronicle of events in the United States for Tom Swarbrick's Friday drivetime programme on the UK's LBC. Listen live every Friday at 5:50pm or find it here on demand afterwards.

The Ben Shapiro Show
Ep. 2294 - THE PEACE PRESIDENT: Trump Brokers Israel-Hamas HOSTAGE RELEASE, Ceasefire

The Ben Shapiro Show

Play Episode Listen Later Oct 9, 2025 60:02


President Trump mobilizes the entire region to achieve the release of 20 Israeli hostages and a ceasefire in Gaza; Hasan Piker comes under scrutiny after appearing to shock his dog for the crime of moving from her on-camera spot; and Zohran Mamdani signs into chat on October 7 to massage Hamas. Click here to join the member-exclusive portion of my show: https://bit.ly/3WDjgHE Ep.2294 - - - Facts Don't Care About Your Feelings - - - DailyWire+: Go to https://dailywireplus.com to join and get 40% off new DailyWire+ annual memberships with code FALL40 at checkout. Mark your calendars — Friendly Fire premieres October 16th at 7 p.m. Eastern, exclusively on DailyWire+. Get your Ben Shapiro merch here: https://bit.ly/3TAu2cw - - - Today's Sponsors: Perplexity - Ask anything at https://pplx.ai/benshapiro and try out their new AI-powered web browser Comet at https://comet.perplexity.ai/. Birch Gold - Text BEN to 989898 for your free information kit. Policygenius - Head to https://policygenius.com/SHAPIRO to get your free life insurance quotes and see how much you could save. Shopify - Sign up for your $1-per-month trial and start selling today at https://Shopify.com/shapiro Helix Sleep - Go to https://helixsleep.com/ben for an exclusive offer. - - - Socials: Follow on Twitter: https://bit.ly/3cXUn53  Follow on Instagram: https://bit.ly/3QtuibJ  Follow on Facebook: https://bit.ly/3TTirqd  Subscribe on YouTube: https://bit.ly/3RPyBiB - - - Privacy Policy: https://www.dailywire.com/privacy Learn more about your ad choices. Visit megaphone.fm/adchoices

The Five
Trump Brokers Deal To End Israel-Hamas War

The Five

Play Episode Listen Later Oct 9, 2025 46:23


"The Five" on Fox News Channel airs weekdays at 5 p.m. ET. Five of your favorite Fox News personalities discuss current issues in a roundtable discussion. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Brian Kilmeade Show Free Podcast
Trump brokers historic Israel/Hamas peace deal

The Brian Kilmeade Show Free Podcast

Play Episode Listen Later Oct 9, 2025 122:46


[00:18:26] Mitch Albom   [00:36:51] Rep. Mike Lawler   [00:55:14] Josh Kraushaar   [01:13:37] Jack Ciattarelli   [01:32:01] Trey Gowdy Learn more about your ad choices. Visit podcastchoices.com/adchoices