Podcasts about financial industry

Send us a textWhat if you suddenly had to manage all your finances alone? Would you be ready?In this episode of Women and Money: The Shit We Don't Talk About, we talk with Samantha Hart, Director of Marketing Content Strategy at North American Company for Life and Health Insurance. Originally from Cape Town, South Africa, Sam spent 20 years in media and publishing before joining North American, where she leads a team focused on spreading awareness about annuities and financial opportunities.Sam brings a fresh, passionate perspective on the realities women face with money—especially around retirement and the looming Great Wealth Transfer. She opens up about her family's journey through divorce and how witnessing her mother's sudden financial vulnerability sparked her commitment to financial literacy. We cover why women need to be proactive, the gaps in retirement confidence, and the power of good guidance.This episode explores how the upcoming wealth transfer isn't just about inheritance—it's about women taking control of trillions in assets by 2030. Whether you're married, single, or somewhere in between, Sam's story will inspire you to face your finances head-on—because knowledge is power, and preparation is peace of mind.Episode Highlights:00:00 The Financial Industry's Disservice to Women 03:03 Introducing Sam and Her Work 08:00 Sam's Personal Financial Journey 16:24 The Great Wealth Transfer 20:12 The Emotional Side of Financial Planning 20:37 Women and Retirement: Key Findings 22:45 Challenges Women Face in Retirement 28:04 The Importance of Advisors 32:14 Taking Control of Your Future 36:49 Debunking Financial Myths 39:23 Defining Financial FreedomReady to plan for what's ahead? Join us June 26 for Money Talks, where we'll dig deeper into why retirement planning is urgent for women—and how to create a future that's truly yours. Click here to register for FREE—and bring your questions!Got a unique financial story? Whether you've crushed debt, built wealth, or had a money moment that changed your life, we want to hear it. Are you a professional helping women with money? Your experience could inspire others. Share your story here.Follow & Connect with Samantha: Website | LinkedInConnect with us! Facebook Page Facebook group Instagram TikTok LinkedIn YouTube Resources Have questions? Click this to check out our expert Q&A for tips from industry experts, tailored to help women address their most common financial concerns. Subscribe to our newsletter to receive financial tips delivered weekly here! Explore our free guides to help you on your financial journey

On this episode: A new study says with savings and Social Security together your retirement money could last 40 years or more. At what point should you start to ease out of the stock market? You’ll be shocked at how many people are having a successful retirement and don’t have a million dollars. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Areas of expertise: Economics of innovation; Corporate strategy; International relations; Energy technology, economics, sustainability, and geopolitics; Environmental Impact Assessment; Industry 4.0; Blockchain; Web300:00 Introduction and Background00:44 Early Life and Soviet Union Reflections02:49 Experiences During the Cold War04:23 Career Beginnings and Encounters with Putin06:57 Education and Professional Growth10:19 Energy Projects and International Work16:23 Challenges in Climate and Energy Policies24:16 Critique of Carbon Emission Reduction Efforts41:16 Global Warming and Climate Change Debates47:59 Climate Cycles and Energy Systems49:07 Anthropogenic Carbon Emissions and Data50:55 Debunking Climate Alarmism53:49 Human Survival and Optimal Temperatures56:45 Integrated Assessment Models and Policy59:56 The Reality of Renewable Energy01:07:39 Political and Economic Implications01:08:32 The Role of Financial Industry in Energy Crisis01:12:49 Global Politics and Energy01:23:09 The Future of Nuclear Power01:24:50 Collaboration and Open Science01:29:30 Conclusion and Call to ActionSlides for this podcast, along with AI summaries of all of my podcasts: https://tomn.substack.com/p/podcast-summarieshttps://x.com/denisswisshttps://sshe.ch/faculty/teachers/dr-denis-bednyagin/https://www.linkedin.com/in/denisswiss/=========My Linktree: https://linktr.ee/tomanelson1

The fear of running out of money in retirement is real, even for people with a lot of savings. What will it take to give you the confidence to spend and enjoy your retirement? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

About the Guest: Debra Bradley is a seasoned fractional CFO and innovation strategist who specializes in guiding companies through transformative growth. With a career steeped in finance, risk assessment, and technological adoption, Debra is known for her bold yet calculated approach to change. Whether it's advising on AI implementation or recalibrating how businesses assess risk, she brings a unique perspective shaped by experience, curiosity, and a fearless attitude toward growth and disruption.Episode Summary: In this episode of Growth Ready, host Steve Mellor is joined by Debra Bradley to explore why the greatest risk in business—and life—is often staying exactly where you are. From open water swimming to pioneering financial transformations, Debra shares how embracing discomfort and recalibrating risk leads to resilience, innovation, and long-term success. Together, they unpack the myths of risk, the pitfalls of success, and the critical role of leadership in high-change environments. If you're a leader navigating uncertainty or simply someone looking to grow, this conversation will shift how you think about change and challenge.

In this episode, Mark Ledlow dives into a refreshing discussion with security experts Bruno Dias and Matt Talbot. They share their extensive backgrounds in law enforcement and recount a harrowing incident involving a school shooting. Bruno discusses the complexities and challenges of managing the aftermath, focusing on the importance of prevention and creating collaborative safety environments. The conversation expands to broader societal issues, including the impact of technology and social media on security and well-being. Both guests emphasize the need for a preventative stance and a compassionate, community-focused approach to addressing and mitigating threats.Learn about all this and more in this episode of The Fearless Mindset Podcast.KEY TAKEAWAYSSchool Shooting Experience: Bruno shares his firsthand experience with a school shooting and the importance of preparation and response. Prevention Over Reaction: Emphasized the need for proactive threat assessment and the importance of early reporting to prevent violence. Impact of Technology: The conversation highlighted how technology, especially social media, can be both a tool and a threat in behavioral threat assessment. Community and Compassion: Stressed the significance of community support and compassion during times of economic and social hardship. Future Predictions: Discussion on the potential increase in workplace violence and emotional wellness challenges due to economic and political changes.QUOTES"You have to do the work with fidelity...threat assessment is not about risk elimination, it's about risk reduction.""Technology can be an accelerant...it can help validate feelings, stimulate ideas, and make ideas operational.""In desperate moments, people sometimes will resort to trying to control what they can't...often in destructive ways.""We need to use technology as a force for good...it's becoming increasingly difficult for parents and schools to monitor kids' use of technology.""By simply letting people know that you have a violence prevention model, you immediately improve their sense of wellness and security."Get to know more about Dr. Bruno Dias through the link below.https://www.linkedin.com/in/brunodiaspci/Get to know more about Dr. Matt Talbot through the link below.https://www.linkedin.com/in/matt-talbot-phd-lcsw-ccfc-cfmhe-ctm%C2%AE-5a655044/To hear more episodes of The Fearless Mindset podcast, you can go to https://the-fearless-mindset.simplecast.com/ or listen to major podcasting platforms such as Apple, Google Podcasts, Spotify, etc. You can also subscribe to the Fearless Mindset YouTube Channel to watch episodes on video.

On this episode: Some studies say people would rather die than run out of money. Golden Reserve can help with our Income Forecast. The "rich guys" sold stock to bolster their cash reserves. Should you do the same? Long Term Care policies are expensive, and the rates keep going up. What can you do? See omnystudio.com/listener for privacy information.

Leadership isn't just about making decisions—it's about listening deeply, building trust, and having the courage to grow through challenges. In this episode, Carrie Hansen, President and COO of AssetMark, shares her remarkable journey from a field hockey scholarship at Berkeley to leading global operations, scaling teams, and shaping the culture of a $130B investment platform. Carrie opens up about what it really means to lead with heart. She reflects on her early days navigating financial services, the pivotal leadership lessons she learned managing teams in Japan at 28, and how humility, discipline, and a deep belief in people have shaped her career. You'll learn why failing fast is a strength, how to cultivate a high-performing team, and how authenticity builds lasting influence—no matter your title. Visit our website where you will find show notes and links to all the resources in this episode, including the best way to get in touch with our special guest. The key moments in this episode are: [00:00] Introduction to Beyond Barriers Podcast [01:20] Carrie Hansen's Career Journey [02:41] Early Career Challenges and Lessons [06:04] Leadership and Team Building [06:52] Navigating Cultural Differences in Japan [13:33] Balancing Confidence and Humility [17:27] Decision Making and Risk Taking [22:36] Staying Ahead in the Financial Industry [24:14] Staying Informed and Learning Continuously [25:35] Balancing Work and Personal Life [28:45] Leading by Example [33:05] The Power of Community and Relationships [37:47] Lightning Round and Final Thoughts

Our special guest, Jeff Chase, Senior Vice President of Financial Planning at S.E.E.D. Planning Group, is back! In this episode, we're diving deep into financial planning and exposing financial advisors and professionals who might be more about sales than sound advice.We'll break down how to distinguish experienced, qualified financial planners from those who are just in it for the commission—because when it comes to your financial future, you deserve a true professional, not just a salesperson.We discuss how to find someone who's not only got your back but also understands the game, helping you make sound decisions for your future. It's your money and life! Takeaways:Navigating the financial world can feel like a treasure hunt with no map; we need to be wise and cautious about who we trust with our cash. A good financial advisor isn't just selling you products; they should be helping you level up in life and finances, like your personal finance Yoda. Don't let financial jargon trip you up; understanding your own money situation is more important than ever in this complicated world. The key to financial planning is more than just numbers; it's about helping clients prioritize their goals and navigate life's financial rollercoaster with empathy. About JeffJeff is the Senior Vice President of Financial Planning at S.E.E.D. Planning Group, a fee-only financial firm committed to acting in its clients' best interests as a fiduciary.He joined S.E.E.D. in 2020 and is a key member of the firm's leadership team. He currently oversees and leads the financial planning team, which consists of nine financial planners and wealth managers.

(0:00) Intro(1:26) About the podcast sponsor: The American College of Governance Counsel(2:13) Start of interview(2:45) Robin's origin story(3:55) About the AI Law and Innovation Institute.(5:02) On AI governance: "AI is critical for boards, both from a risk management perspective and from a regulatory management perspective." Boards should: 1) Get regular updates on safety and regulatory issues, 2) document the attention that they're paying to it to have a record of meaningful oversight, and 3) Most importantly, boards can't just rely on feedback from the folks in charge of the AI tools. They need a red team of skeptics.(9:58) Boards and AI Ethics. Robin's Rules of Order for AI. Rule #1: Distinguish Real-time Dangers from Distant Dangers(15:21) Antitrust Concerns in AI(18:10) Geopolitical Tensions in AI Race (US v China). "Winning the AI race is essential for the US, both from an economic and from a national security perspective."(23:30) Regulatory Framework for AI "It really isn't one size fits all for AI regulation. Europe, for the most part, is a consumer nation of AI. We are a producer nation of AI, and California in particular is a producer of AI." "There must be strong partnerships in this country between those developing cutting-edge technology and the government—because while the government holds the power, Silicon Valley holds the expertise to understand what this technology truly means."(26:46) California's AI Regulation Efforts "I do believe that over time, at some point, we will need a more comprehensive system that probably overshadows what the individual states will do, or at least cabins to some extent what the individual states will do. It will be a problem to have 50 different approaches to this, or even 20 different approaches to this within the country."(29:03) AI in the Financial Industry(33:13) Future Trends in AI. "I think the key for boards and companies is to be alert and to be nimble" and "as hard as it is, brush up a bit on your math and science, if that's not your area of expertise." "My point is simply, you have to understand these things under the hood if you're going to be able to think about what to do with them."(35:43) Her new book "AI vs IP. Rewriting Creativity" (coming out July 2025).(37:12) Key Considerations for Board Members: "It's about being nimble, staying proactive and having a proven track record of it. Most importantly, you need a red team approach."(38:26) Books that have greatly influenced her life:Rashi's Commentary on the BibleTalmud(39:06) Her mentors.Professor Robert WeisbergProfessor Gerald Gunther(41:39) Quotes that she thinks of often or lives her life by: "The cover-up's always worse than the crime."(42:34) An unusual habit or an absurd thing that she loves. Robin Feldman is the Arthur J. Goldberg Distinguished Professor of Law, Albert Abramson '54 Distinguished Professor of Law Chair, and Director of the Center for Innovation at UC Law SF. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

By 2030, women will control over $30 trillion in wealth—but the financial industry still hasn't caught up. Despite this massive shift, many female investors feel underserved, unheard, or outright ignored by traditional financial advice. So what gives? In this episode of Everyone's Talkin' Money, Shannah and Shari are joined by Cary Carbonaro—award-winning Certified Financial Planner™, Women & Wealth Ambassador at Ashton Thomas, and author of the soon-to-be-released Women and Wealth—to uncover exactly where the industry is falling short and how to fix it. We cover: Why 67% of female investors feel misunderstood by their advisors How to attract and retain female clients through better communication Behavioral finance tools every advisor should be using with women Breaking outdated gender assumptions in financial planning Why Women and Wealth is the playbook the industry needs right now If you're a woman navigating wealth—or a financial pro ready to serve women better—this episode is your wake-up call. Grab Cary's new book Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune (Wiley) Learn more about Cary and her work: https://www.carycarbonaro.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The more technology changes, the more things stay the same.   That's one takeaway from my conversation with Northern Trust Asset Servicing's Shaelyn Otikor-Miller. She joins Get Reworked to discuss the journey the company went on to launch Dynamics Copilot and how closely — as big a change AI may be — the rollout resembles previous technology launches. "It does make you question what's the next phase we're about to go through? What's the next corner we're painting ourselves into? What I'm noticing is that there's a lot of passion and concerns around AI and where all the technology is going. I think we just need to slow down the mindset a bit and realize it's just another phase. It's another part of the journey," said Shaelyn. Highlights of the conversation include: The hurdles Shaelyn's team tackled to prepare for the Dynamics Copilot rollout. How they handles the change management side of the rollout. An overview of how 25+ years of technological changes have changed the workplace — and what things stay the same.

Colin White has been committed to transforming the financial services industry since 1992. A graduate of St. Mary's University with a Bachelor of Commerce in Accounting, Colin holds the designations of Chartered Professional Accountant®️️️ (CPA), Certified Financial Planner®️️️ (CFP®️️️), and Chartered Investment Manager®️️️ (CIM®️️️). Colin's entrepreneurial journey took off in 2014, and over the past decade, he and his co-founder have grown their business from a team of three with less than $50 million in assets under management to 45 employees and just under $1 billion in assets under management. As the co-founder of Verecan, along with Daniel LeBlanc, Colin has helped build a company designed to eliminate the conflicts of interest that are prevalent in the financial services industry. Although a newer firm, Verecan is rapidly gaining a reputation for its honesty, authenticity, and client-centric approach, setting a new standard for financial advice. Colin and the integrity-driven team at Verecan combine extensive credentials, experience, and perspective to help clients achieve their financial goals. Josh Sheluk, CFA, CFP®️️, CIM®️️, is the Chief Investment Officer at Verecan, where his approach to investment is grounded in a thoughtful understanding of the market's complexities. Believing in a strategy that values long-term growth and stability, Josh guides our investment philosophy with a focus on ethical practices and client interests first. His insights, drawn from a deep commitment to understanding financial trends, have found their way to discussions in notable media outlets as BNN, The Wall Street Journal, The Globe & Mail, Reuters, and the Financial Post. Through these platforms, Josh contributes to the broader dialogue. Josh's role in shaping Verecan's strategies is a testament to the collective effort of our team, aiming to align financial goals with principled, informed decisions. For those looking to understand the intricacies of investment and to explore strategies that align with their financial goals, connecting with Josh offers a gateway to informed, ethical investment decisions. Join Our Community of Canadian Entrepreneurs! Entrepreneurs are the driving force behind Canada's economy, and we're here to support them every step of the way. For exclusive insights, tips, and success stories from Canada's top business leaders, subscribe to our YouTube channel and follow us on Facebook, Instagram, LinkedIn, and Twitter. Want to stay ahead with the latest #entrepreneur podcasts, business strategies, and news? Don't miss out—subscribe to our bi-weekly newsletter for updates delivered straight to your inbox! Join thousands of Canadian entrepreneurs who rely on us for the resources they need to succeed.

Kelly Bonnell is Chief Operations Officer of Constellation Wealth Partners.   Kelly brings expertise in process and strategic planning from a career dedicated to managing the organizational operations of scaling companies.She was instrumental in the success of her family's business, BGR, Inc. where she led the company's strategic planning and growth efforts in her position as COO.  In this role, she focused on integrating the major functions of the business to execute annual strategic plans and achieve the company's financial goals.Kelly is a graduate of Leadership Cincinnati Class 47. She was also a member of C-Change, Class 8 and WE Lead, Class 11 – all three leadership development programs offered by the Cincinnati USA Regional Chamber. She was named one of Cincinnati's Forty Under 40 by the Business Courier and winner of the 2018 Larry Grypp Rising Leader Award. Kelly is a graduate of the University of Dayton and Xavier University's Williams College of Business.   She lives in Greater Cincinnati with her husband Todd and two children.    

The Truth About Financial Advisers Revealed!" Join Martyn Brown as he interviews Robert Rolih, acclaimed author and investment strategist, about the hidden pitfalls of the financial industry. In this eye-opening discussion, Robert shares his personal journey from financial loss to becoming a trusted expert. Learn how financial advisers might not always have your best interests at heart, the impact of high fees, and why short-term trading is often a losing game. Discover practical tips on long-term investing, avoiding scams, and maximizing returns with low-cost ETFs. Whether you're new to investing or looking to protect your wealth, this video offers invaluable insights to help you take control of your financial future. Don't miss Robert's advice, inspired by his best-selling book, "The Million Dollar Decision"—a must-read for anyone serious about growing their money. Watch now and start making smarter investment choices today!#riskmanagement #assetallocation #financialeducation #dividendinvesting #retirementplanninghttps://robertrolih.comhttps://martynbrown.com

What if hitting rock bottom could be the best thing that ever happened to you? In this riveting episode of Thrive LouD with Lou Diamond, we dive deep into the incredible comeback story of Joe Rivera, a man who truly personifies resilience. Once a high-flying stockbroker on Wall Street, Joe shares the dark descent from the heights of financial success to battling substance abuse and losing everything. But this isn't just a story of loss; it's a powerful testimony of redemption and transformation. Listeners will be inspired by Joe's raw honesty as he recounts his journey from overdoses and hospital beds to becoming a motivational speaker and life coach. With the support of his family and a newfound spiritual connection, Joe forged a path to sobriety and rediscovered his purpose. Key highlights of this episode include: Joe's candid recount of the opiate introduction that spiraled his life out of control and the spiritual awakening that saved him. Insights into the importance of surrounding yourself with inspirational people who uplift and guide you. The role of faith and family in Joe's recovery and thriving success. How Joe turned adversity into a mission to help others reclaim their lives through his podcast, Reforge Your Life. Join us for a conversation that proves triumph can emerge from the deepest trials. This episode is not only a must-listen for those battling their own struggles but also for anyone seeking to assist others in their journey of transformation. Be prepared to shatter limitations and unlock your potential. Timestamped Overview 00:00 "Thrive Loud: Joe Rivera's Comeback" 05:50 Addiction: Turning Point Moment 09:05 Embracing Sobriety: A Journey Within 11:31 Faith, Family, and Personal Growth 15:45 Journey of Spirituality and Gratitude 18:33 "Finding Purpose Through Spiritual Transformation" 20:34 Inspiring Stories of Resilience 25:01 Choosing Between Asian and Italian Cuisine 27:12 Intentional Living Drives Success 31:11 Die-Hard Mets Fans' Hopes 2025   Follow Us:

Welcome to the 'AI Lawyer Talking Tech' podcast. Today, the discussion covers the wide-ranging influence of artificial intelligence on the legal landscape. From BigLaw firms venturing into space law to the ethical considerations of AI in legal practice, AI's presence is undeniable. We'll delve into the surge in lawtech investment, explore AI's role in regulatory compliance, and examine the growing need for AI policies in the workplace. We'll also address the emerging challenges, like managing data security risks and combating deepfakes, and efforts to regulate AI's use.BigLaw's New Frontier: Recruiting for Space Law10 Mar 2025Firsthand.coIP monitor: Training AI / machine learning models and copyrighted materials: A Canadian perspective on recent US decision11 Mar 2025LexologyInvestment in UK lawtech grows to £140m last year11 Mar 2025Legal FuturesQ&A Profile | Richard Champagne: Legislative Reference Bureau Director10 Mar 2025Wisconsin Lawyer MagazineBar Battle of the Bots – Part Two10 Mar 2025JD SupraBenchmark Litigation Q&A with Jessica Phillips of Paul, Weiss, Rifkind, Wharton & Garrison10 Mar 2025Benchmark LitigationIP monitor: Training AI / machine learning models and copyrighted materials: A Canadian perspective on recent US decision10 Mar 2025Norton Rose FulbrightMerlin Launches Alchemy, Its 4th-Generation Document Intelligence Platform For Discovery and Investigations10 Mar 2025LawSitesAll You Need To Know About Anna Liu, The General Manager of Tokenization at HashKey Group10 Mar 2025UseTheBitcoinNew York attorney general hits Allstate with suit over data breaches10 Mar 2025SC World USLawrina Introduces Innovative Legal Tech to Streamline Contract Creation and Signing10 Mar 2025ChaseNYC mayor's race: Lander hits Cuomo over report about state still paying millions in legal fees related to scandals10 Mar 2025AM New YorkLegalweek 2025: What Do We Really Mean by ‘Legal Workflow' in Software?10 Mar 2025Elevate ServicesFor lawyers, geopolitics is the new GDPR10 Mar 2025ReutersLegal Ethics Roundup: Attacks On Law Firms, Ethics Of Lawyer NDAs, Sanctions On Fake Cases, ABA Rule Of Law & More10 Mar 2025Above The LawAI and Regulatory Compliance: How Legal Tech is Shaping Corporate Governance10 Mar 2025TechBullionWhat Does the Future In-House Legal Team Look Like?10 Mar 2025LexologyState Data Privacy Regulators: New Initiatives and Developments Impacting Companies10 Mar 2025Parker Poe Adams & Bernstein LLCContributions, Achievements and Observations of Outstanding Female Professionals – Women to Watch Part VII10 Mar 2025ION AnalyticsManaging Data Security and Privacy Risks in Enterprise AI10 Mar 2025JD Supra2025 Top Women: Natalie Hausknecht10 Mar 2025Law Week ColoradotmGroup acquires Veya to reduce fall-throughs and speed up property transactions.10 Mar 2025Today's ConveyancerSXSW Opening Keynote Stresses Social Health In The Workplace And Beyond: The Missing Link In Law Firm Culture10 Mar 2025Above The LawState Laws Present Litigation Risks for Financial Industry's Artificial Intelligence Use10 Mar 2025Berwin Leighton PaisnerAI-Powered Legal Research: How Machine Learning is Transforming Case Law Analysis10 Mar 2025News AnywayPricing AI-driven legal services: The problem of increasing corporate matter volumes10 Mar 2025Thomson ReutersThe End of Reality?: How to combat deepfakes in our legal system10 Mar 2025ABA JournalUniCourt Launches New Docket Tracking Feature10 Mar 2025Morningstar.comHow Dashcams Can Help Your Car Accident Case10 Mar 2025Sea Isle NewsPoll: nearly 80% of legal professionals say they'd benefit from AI at work10 Mar 2025Legal Technology News - Legal IT Professionals | Everything legal technologyPricing AI-driven legal services: The problem of increasing corporate matter volumes10 Mar 2025Thomson Reuters Institute

In this episode of the Tech M&A Podcast, Corum speaks with Andreas Ulrich, the founder of PlanFocus, a cash optimization software company. Andreas shares his journey from the inception of PlanFocus to its successful sale in 2022. He discusses the challenges and surprises of the M&A process, the importance of thorough documentation, and the lessons learned along the way. Andreas also reflects on his new role post-acquisition and offers advice for other CEOs considering M&A.   Takeaways Andreas Ulrich founded PlanFocus in 2004 with a focus on cash planning. The M&A process was planned from the beginning of the company. Due diligence was time-consuming and challenging to manage alongside daily operations. COVID-19 impacted the M&A process, requiring more virtual communication. Having up-to-date documentation is crucial for a smooth M&A process. Post-deal, Andreas remains the managing director of PlanFocus. The experience of selling a company is unique and valuable for entrepreneurs. Corum Group provided essential support during the M&A process. Andreas is contemplating future ventures after the acquisition. Financial security post-deal has been a positive change for Andreas.   Chapters 00:00 Introduction to Tech M&A Podcast 01:03 Andreas Ulrich and PlanFocus Overview 02:56 The M&A Process Journey 05:49 Advice for CEOs Considering M&A 08:03 Life After the Deal and Final Thoughts

This episode is about how I brought my husband with me to the moon. If you didn't know, my husband Robert and I run Euphoric together. I'm the visionary, the marketer, and the face of everything, and he is my strategic partner who manages the operations, ads, and finances of the company. In 2022, Robert left his job to join me so we could travel the world together and own our future. We moved to Europe for a season right away, and since then have been to the dreamiest destinations like Bali, Japan, Costa Rica, AND the Maldives as the company continues to grow! Having to ask his boss for permission to take time off so we could see the world was not the ultimate freedom for us.  In today's podcast episode, I share the behind-the-scenes, never-shared-before story of how I left my day job, how I manifested my husband's exit from corporate, and how the hell we made it all happen.  If this is the year you know you want to ramp up an online coaching business, I recommend getting certified so you can offer the best experience for your clients. The Empowered AF 5X Coach Certification Program will give you the skills and the confidence to make rapid transformations with your clients and grow your business.    IN THIS EPISODE: How I manifested my husband's retirement, leading to a lifestyle of freedom and global adventures by harnessing the power of decision and action Unique challenges and triumphs of combining forces with a spouse in business and why it was the ultimate dream team move for us Why deciding first and figuring it out later and “burning boats” is sometimes the way to go when going for your dream business  Fears I had about leaving my day job and how it was going to impact my marriage – and what a dear friend of mine told me that helped me take the plunge Why my husband couldn't travel with me and the European trip that changed everything for us   LINKS/RESOURCES MENTIONED If you know you're meant to help other people change their relationship with alcohol and achieve deep healing (along with their bigger dreams), apply for the Empowered AF 5X Coach Certification Program – and get 5x certified as a world class alcohol-free coach. Applications are now open.  Lose your desire to drink and lean into your dream life with my book Euphoric: Ditch Alcohol and Gain a Happier, More Confident You. When you order today, you'll also unlock tons of resources and checklists to support you on your journey.  Loved the book? We'd be honored if you left a review!  Follow @euphoric.af on Instagram and watch me romanticize the AF lifestyle and show you how to make your entrepreneurial dreams come true.  And as always, rate, review, and subscribe so we can continue spreading our message far and wide.

Root Financial is redefining what it means to serve clients by putting team culture front and center. In this episode, James and Ari dive into the firm's bold move to hire a Head of Culture—an uncommon role in financial advising—dedicated to supporting the growth and well-being of their advisors. Why? Because when advisors thrive, clients get the personalized attention they deserve.At Root, we're intentional about avoiding the usual industry traps, like overloading advisors with massive client lists or sales quotas that can compromise service. Instead, we focus on sustainable growth, aligning our goals with yours and using tools like OKRs (Objectives and Key Results) to stay on track.With a Net Promoter Score of 91—well above the industry average—we're proving that building a strong internal culture leads to happier clients and better outcomes.⏱Timestamps:⏱0:00 - Company culture affects clients4:08 - Ari's quick story5:59 - Hiring a Head of Culture10:54 - Advisors have how many clients?14:24 - NPS and retention rate17:28 - OKRs20:57 - What makes Root differentText us your thoughts on the show!Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy here Join the new Root Collective HERE! (COMMUNITY)Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

December 21, 2024 episode.Become a supporter of this podcast: https://www.spreaker.com/podcast/yaron-brook-show--3276901/support.

This episode dives into the transformative trends shaping the banking industry in 2025, inspired by insights from 2025 Banking Trends. Learn how banks are embracing AI, sustainability, decentralized finance, and digital-first strategies to meet rising customer demands and competitive pressures. Explore the opportunities and challenges ahead for financial institutions navigating an increasingly digital and customer-centric landscape.What You'll Learn in This Episode:AI-Driven Personalization:How banks are leveraging AI to deliver hyper-personalized customer experiences.Examples of AI predicting customer needs and streamlining financial management.Decentralized Finance (DeFi) and Blockchain:The growing role of DeFi in democratizing access to financial services.How blockchain technology is enabling secure, transparent, and efficient transactions.Sustainability in Banking:Initiatives to align with ESG (Environmental, Social, and Governance) standards.The impact of sustainable investments and green financing on customer loyalty.Cybersecurity and Trust:Strengthening defenses against rising cyber threats in an increasingly digital banking environment.Balancing convenience with data protection and customer trust.Digital-First Strategies:The shift from physical branches to fully digital banking experiences.How mobile-first platforms are transforming customer interactions and expectations.Financial Inclusion and Equity:Efforts to bridge the financial gap for underbanked and unbanked populations.Innovative partnerships to make financial services more accessible and affordable.Future-Ready Workforce:Upskilling bank employees for AI, blockchain, and data-driven operations.The importance of fostering innovation within traditional financial institutions.Resources Mentioned: 2025 Banking Trends – Full article with comprehensive insights.What does the future of banking look like to you? Share your thoughts and join the conversation in our LinkedIn Group. Subscribe to our podcast for more insights, and visit The Future of Commerce for additional articles and resources about banking trends and innovations.

Send Bidemi a Text Message!In this episode, host Bidemi Ologunde discussed why financial services companies have become increasingly attractive to tech and AI professionals; and  a recent nationwide alert by the U.S. government regarding a significant cyber threat from China-linked threat actors.Support the show

Chief Marketing Officer Ondar Tarlow from Kinecta Federal Credit Union shares insights on strategic rebranding in the financial industry. With over 80 years of experience and a strong presence across multiple states, Kinecta offers a comprehensive range of financial services. Ondar delves into the importance of rebranding to differentiate and succeed in the competitive financial market landscape. Learn how Kinecta's innovative approach to branding sets them apart in the industry.Connect With: Ondar Tarlow: Website // LinkedIn The Rebrand Podcast: Email // LinkedIn // TwitterI Hear Everything: IHearEverything.com // LinkedInSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

If you sit in the luxury box at the football game, you would think the food and drinks would be free…not so at Allegiant Stadium in Las Vegas. The better your seat, the more you pay…for EVERYTHING. This is not unlike how you get charged on your retirement accounts. Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

The episode explores UXDA's formula for boosting customer engagement in the banking industry. Learn how UX design enhances product quality, design thinking reshapes business models, and added value boosts market impact—all driven by an experience-centric approach. With examples from brands like Apple and Samsung, discover how focusing on emotional connections and customer journeys can elevate brand success and profitability, as demonstrated by UXDA's impressive Net Promoter Score.Find out:How does the "experience economy" reshape traditional business models?What key elements define UXDA's formula for customer engagement?How do product quality, design, and value drive exceptional customer experiences?Read the full article on UXDA's blog: https://theuxda.com/blog/financial-ux-design-formula-digital-product-success* AI podcast on UXDA article powered by Google NotebookLM

“Ambition is the path to success. Persistence is the vehicle you arrive in.” – Bill Bradley. Being ambitious and persistent in sales is a critical piece of the puzzle. Today, my guest and I will discuss a process that is easy to understand and, with practice, can become your go-to strategy for meeting and exceeding your goals year after year.     YouTube: https://youtu.be/F0FyeCcRBIA   About Dr. Don Barden:  Don is a classically trained economist globally recognized as an expert in leadership and decision-making. With 30-plus years of corporate leadership and production in the Financial Industry, he has changed the landscape of several US and international firms.   How to Get In Touch with Dr. Don Barden: Website:  https://donbarden.com/ LinkedIn:  https://www.linkedin.com/in/donwbarden/ EOC Show – Here Come the Girls: https://podcasts.apple.com/us/podcast/enlightenment-of-change/id1313299091?i=1000672186143 Stalk me online! LinkTree: https://linktr.ee/conniewhitman   Subscribe to the Changing the Sales Game Podcast on your favorite podcast streaming service or YouTube.  New episodes post every week - listen to Connie dive into new sales and business topics or problems you may have in your business.

What's the secret to success in both finance and media?This week on Facts vs. Feelings, Josh Brown, CEO of Ritholtz Wealth Management, joins Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, VP, Global Macro Strategist at Carson Group, to share his journey from retail stockbroker to RIA founder. He talks about how networking and taking risks helped shape his career and why authenticity is key to staying relevant.Josh also explores balancing work with personal life and why he left social media (Twitter/X) for more direct connections through newsletters and YouTube. Plus, he gives a behind-the-scenes look at his media experiences on CNBC's Halftime Report and as an advisor for Billions.Finally, Josh offers his take on how the pandemic revealed cracks in the financial system, leading to inflation and labor shortages.Tune in for insights on career growth, content creation, and what's next for the economy!Key Highlights:Career Evolution: Networking and risk-taking lessons from Josh's rise from retail stockbroker to top-tier RIA founderWork-Life Balance: Practical advice on blending passion for work with family commitmentsContent Creation: How to build a strong, authentic connection with your audience without relying on big-name guestsFinancial Industry Insights: Balancing commentary with professional relationships in financeMedia Experience: Lessons from Josh's time on live TV and his contributions to BillionsPost-Pandemic Economy: Josh's perspective on how the pandemic reshaped the economy and exposed system vulnerabilitiesAnd much more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseConnect with Joshua Brown: LinkedIn: Joshua BrownRitholtz Wealth Management

Great leaders are people who don't seek power but take responsibility because they have the capability and empathy to help others.” - Theodora Lai   When I started my career in the early 1980s, I was discriminated against because I was a female. That forced me to become resilient and take charge of my career. Being held back was not an option for me, so I chose to seek new opportunities to challenge my skills and grow my career.  I knew I was always in control and never gave away my power.    Today's show - “Here Come the Girls: a Celebration of How and Why Women will Take Over Global Leadership from 2028-2032 and 10x the Economy” is for leaders and CEOs committed to driving transformative change within their organizations.   During today's conversation, my guest and I will discuss how the unprecedented rise of women in leadership roles is reshaping the global economic landscape and fostering more inclusive, innovative, and resilient workplaces. The unique leadership qualities women bring, such as empathy, collaboration, and a focus on long-term sustainability, and how these attributes can be harnessed to overcome common DEI challenges.   Youtube https://youtu.be/JvFDDOk7nq8   About Dr. Don Barden: Don is a classically trained economist globally recognized as an expert in leadership and decision-making. With 30-plus years of corporate leadership and production in the Financial Industry, he has changed the landscape of several US and international firms.   How to Get In Touch with Don Barden: Email:  Don@dwbarden.com Website:  https://donbarden.com/   Stalk me online! LinkTree: https://linktr.ee/conniewhitman Subscribe to the Enlightenment of Change podcast on your favorite podcast streaming service or YouTube.  New episodes are posted every week. Listen to Connie dive into new sales and business topics or problems you may have.  

LaNae Barnes is the Local Market Executive for Bank of America in Cincinnati and works in partnership with the market President leadership team to help connect businesses, families and individuals to the banking and investment teams that will help improve their financial lives. She deploys Bank of America's resources in the market to address social and economic concerns and build strong communities. More specifically, LaNae is responsible for the development and execution of the market plan, designed to drive revenue growth, employee engagement and corporate reputation. In addition, she oversees community partnerships, sponsorships and philanthropy in Cincinnati. LaNae is a native of Dallas, and an accomplished full scholarship track & field athlete at Syracuse University, where she was training for the 2008 Beijing Olympics.   She and her husband live in Cincinnati with their twin daughters.   Scott Thompson is the founder of RESLV. He founded the agency in 2016 with a vision for elevating his clients' businesses by producing high-quality content that highlights their unique characteristics.  He has grown the company from its humble roots to an Emmy award-winning agency whose reach extends around the world.     Scott leads his team with a foundational commitment to transparency, creativity, and respect, valuing each team member's expertise and insights as they provide innovative content to their clients.    Scott currently serves as a Chair of the Evanston Business Association in Cincinnati and was recently elected to the NATAS Ohio Valley Board of Governors, the organization that oversees the Emmy awards.  Storyteling is his passion, and he and his team are commited to showcasing the very best of Cincinnati.  

Are you looking to make a significant career change but feel daunted by the challenges ahead? Discover how Kendra Matthews successfully pivoted her career from customer service in telecommunications to software development and ultimately to information security in the financial industry. In this inspiring episode of the Speak Your Mind Unapologetically podcast, Kendra shares her story of resilience, self-advocacy, and the importance of networking. Learn practical tips on how to confidently express your goals, advocate for yourself, and navigate career transitions effectively. Tune in to this episode to discover: ✔️ Strategies for overcoming career transition fears ✔️ The importance of networking and self-advocacy ✔️ Tips for leveraging education to change career paths ✔️ How to handle rejection and keep moving forward ✔️ The role of positivity and faith in achieving career goals   ✅ Follow Kendra Matthews on LinkedIn:  https://www.linkedin.com/in/kendra-matthews-69627bb5/   ✅ Free Resources FREE Training & presentation on How To Be Assertive Without Being Rude, Aggressive, or Offensive: https://assertiveway.aweb.page/assertivenotrude  30 min Amplify Voices Strategy Session: https://calendly.com/assertiveway/amplifyvoicesstrategycall Sign Up for Our Email Newsletter: https://assertiveway.com/newsletter/ Ivna's Unapologetic Voice Stories: https://assertiveway.aweb.page/ivnastories From Rambling To Articulate PDF Guide: https://assertiveway.aweb.page/articulate Podcast episode lists by theme: https://assertiveway.aweb.page/speakyourmindunapologeticallytopics Women in Tech Leaders Podcast Interviews: https://assertiveway.com/womenintechpodcastguests/ Podcast Summaries & More Email Newsletter: https://assertiveway.com/newsletter Our Linkedin Blog Articles:  https://www.linkedin.com/newsletters/6863880009879306240/   TEDx Talk How To Speak Up Safely When It's Psychologically Unsafe: https://assertiveway.aweb.page/safespeak 10 Day free Assertive And Liked Challenge: https://assertiveway.aweb.page/beassertiveandliked Assertiveness free training: https://assertiveway.aweb.page/getahead Other Free resources: https://assertiveway.com/free/ Podcast page: https://assertiveway.com/podcast-speak-your-mind-unapologetically/   ✅ Listen on the Speak Your Mind Unapologetically podcast on Apple Itunes: https://podcasts.apple.com/us/podcast/speak-your-mind-unapologetically-podcast/id1623647915      ✅ Listen on Spotify: https://open.spotify.com/show/6L1myPkiJXYf5SGrublYz2   ✅ Order our book, ‘Unapologetic Voice: 101 Real-World Strategies for Brave Self Advocacy & Bold Leadership' where each strategy is also a real story: https://www.amazon.com/Unapologetic-Voice-Real-World-Strategies-Leadership-ebook/dp/B0CW2X4WWL/   ✅ Follow the show host, Ivna Curi, on LinkedIn: https://www.linkedin.com/in/ivna-curi-mba-67083b2/     ✅ Request A Customized Workshop For Your Team And Company:  http://assertiveway.com/workshops   ✅ Other Episodes You'll Like Self-Advocacy at Work: Your Questions Answered Mastering Self-Advocacy at Work: 6 Proven Ways to Advocate for Yourself Assertive, Passive, Aggressive, or Passive-Aggressive? Which Is Your Communication Style How To Overcome Imposter Syndrome: Real Strategies How to Find a Mentor: 8 Proven Real-Life Examples for Success   ✅ Work With Us Workshops: http://assertiveway.com/workshops   Break The Silence: https://assertiveway.com/communicationculturetransformation/ Services: https://assertiveway.com/offerings Contact me: info@assertiveway.com or ivnacuri@assertiveway.com Contact me on Linkedin: https://www.linkedin.com/in/ivna-curi-mba-67083b2 Website: https://assertiveway.com   ✅ Support The Podcast Rate the podcast on apple: https://podcasts.apple.com/us/podcast/speak-your-mind-unapologetically-podcast/id1623647915 Ask me your question for the next episode: https://www.speakpipe.com/speakyourmindquestion

Kimberley Cole discusses the critical issue of child sexual exploitation and abuse with Bindu Sharma and Taura Edgar. Bindu, VP at ICMEC, highlights the evolving nature of child sexual abuse, including the rise of live streaming, sextortion, and new payment pathways. Taura, founder of TALK Hong Kong, emphasizes the need for evidence-based responses and data-driven decision-making in child protection. They discuss the role of financial institutions in combating child sexual exploitation, the importance of collaboration, and the need for better data and research to understand the true cost of child sexual abuse. SHOW NOTES03:16 Bindu Sharma's Career Journey and Role at ICMEC 04:44 Challenges and Evolution of Child Sexual Exploitation 08:29 Impact of Financial Coalition Against Child Sexual Exploitation 15:38 Taura Edgar's Journey and Focus on Intra-Family Abuse 24:29 Key Challenges and Solutions in Child Sexual Abuse Prevention 27:07 Financial Industry's Role in Combating Child Sexual Exploitation 31:29 Collaboration and Industry-Wide Efforts   Transcript and more risk management content: https://www.riskywomen.org/2024/09/podcast-s7e6-how-financial-industry-can-protect-children-with-sharma-edgar/

In this episode of the "9innings Podcast," Kevin Thompson, founder and CEO of 9i Capital Group, discusses the evolving regulatory landscape in the financial services industry with Tracy Lownsberry, owner of Up North Retirement. We delve into the implications of Regulation Best Interest (RBI) and the fiduciary standard, examining the shift from commission-based to fee-based models and the complexities of financial advisory titles. The conversation highlights the need for transparency, standardized commission structures, and continuous education to better serve consumers. Tracy advocates for clearer regulations and accountability in the insurance industry to enhance consumer protection and advisor competence.Regulation Best Interest Overview (00:02:12) ..Personal Experience with Regulation (00:04:20) Regulation of Financial Titles (00:07:26) Disclosure Issues in Commissions (00:10:10)Disclosing Commissions from Top to Bottom (00:14:11) Impact of Regulation on Compensation (00:19:27) Fiduciary Standard Debate (00:20:38) The Need for a Fiduciary Standard (00:25:00) Regulatory Challenges in the Industry (00:26:44)Superiority Complex in Financial Services (00:28:06) Future Vision for the Insurance Industry (00:30:27) Follow Us: youtube: https://www.youtube.com/@UCw9yLfTDBAprrLWvmcT6fFA linkedin: https://www.linkedin.com/in/kevin-thompson-ricp%C2%AE-cfp%C2%AE-74964428/ facebook: https://www.facebook.com/MLB2CFP Website: http://www.9icapitalgroup.com Hit the subscribe button to get new content notifications. Corrections: Editing by http://SwoleNerdProductions.com

Nolan Bauerle is a former strategist, host of a daily show called The Breakup, and a content creator who focuses on our economies turning from dollars to bitcoin. Nolan's work with Bitcoin began in 2012 and he currently believes we stand at the brink of a systemic revolution through the personal use and widespread deployment of Bitcoin. › Follow Nolan on https://x.com/countbtc › Nolan's podcast: https://open.spotify.com/show/3P1Bqy4CT32lveAj5sid4R › The Bitcoiner's guide to NPC management: https://www.youtube.com/watch?v=KKDA2YWr3pc SPONSORS

More on dividend growth investing  -> Join our market newsletter!  In our August episode, Greg interviews longtime friend and fellow financial advisor Kent Hughes. Kent has worked in the industry for over 40 years, focusing his investment strategy on quality and market indices. During his career as an advisor, Kent's expertise has earned him placement on both the Forbes and Barron's Top Wealth Advisor lists.  Greg and Kent begin the episode by discussing the evolution of the investment industry over the past four decades, the impact of technological advances on market information, and investor behavior. The duo also delves into market expectations, secular bull markets, and the potential effects of AI on investing.   Following their conversation, Greg mentions that he was able to speak with the investor relations department at Snap-on, and concludes the episode by providing answers to the questions we had about the company from the previous episode.    Timestamps:00:00 Introduction to The Dividend Mailbox 00:45 Interview with Kent Hughes: A Journey Through the Financial Industry 03:33 Changes in the Financial Industry Over 40 Years 05:35 Lessons Learned and Biggest Mistakes 08:13 Impact of AI and Investor Expectations 12:29 Economic Outlook and Market Predictions 17:21 Commercial Real Estate Concerns 19:25 Forecasting Future Returns 25:50 Investment Strategies and Dividend Growth 32:36 The Importance of Dividend Growth 34:07 Historical Performance and Market Trends 36:27 Understanding Compounding and Market Sentiment 39:37 Favorite Investment Books and Influential Figures 43:40 International Investing Considerations 49:20 The Competitive Advantage of Patience 55:43 Snap-on: A Potential Investment Opportunity 01:00:53 Closing Thoughts and Key Takeaways Send us a Text Message.Notes & Resources:DCM Investment Reports & ModelsIf you submit a question to us and we use it in an episode, we will send you an official The Dividend Mailbox Yeti® Tumbler -> Email us at ethan@growmydollar.com.Visit our website to learn more about our investment strategy and wealth management services.Follow us on:Instagram - Facebook - LinkedIn - TwitterIf you enjoy the show, we'd greatly appreciate it if you subscribe and leave a review

Risk management and compliance are crucial for successful business outcomes, according to Helena Frumson. In this episode she emphasizes that building trust means building revenue, and the need to take calculated risks and embrace opportunities for growth, while also managing potential risks. She also discusses career development strategies, including finding inspiration and remaining positive in uncertain times. And more on the importance of learning to say yes and no with intention! With 25 years in international leadership, Helena Frumson excels in scaling organizations and crafting impactful business cases. Trusted by CEOs and investment funds, she drives strategic decisions and fosters growth through alliances. Passionate about commerce, innovation, and teamwork, Helena's expertise spans finance, education, and fashion. SHOW NOTES 03:02 Career journey 11:24 Healthy boundaries create trust 14:04 Sell the value of Risk & Compliance in times of peace 15:22 What is success? 18:15 Key attributes & career opportunities 23:33 Is empowerment coming soon? 25:55 Rants & Revelations Get transcripts and more great Risk Management content: https://www.riskywomen.org/2024/08/podcast-s7e3-risk-management-is-a-revenue-enabler-helena-frumson/

In this episode of Protiviti's Risky Women podcast series, Ghislaine Entwisle, Managing Director of the Australia Technology Consulting and Business Performance Improvement practice, speaks with Gloria Yuen, Head of Regulatory Enablement and Delivery at National Australia Bank. Ghislaine and Gloria discuss: The importance of embracing change and leaning into discomfort as drivers for personal and professional growth The crucial role risk professionals play in shaping and adapting to our dynamic landscape, highlighting a career filled with opportunities for influence and fulfillment The evolution of compliance functions in response to technological advancements such as digital growth and AI, emphasizing the need to optimize resources while maintaining excellence for substantial organizational impact. This insightful dialogue delves into Gloria's career trajectory, enthusiasm for risk management, inspiring figures, and perspectives on the evolving domain of risk and compliance. It also highlights her commitment to driving social, financial and economic inclusion for underrepresented and marginalized communities. Tune in to gain invaluable insights on mastering risk management with purpose. SHOW NOTES02:38 Career Journey16:06 Leaning into Discomfort 22:45 What's coming for Risk & Compliance in the Next 5-10 Years 28:58 Important Traits of CROs 29:36 Top Priorities for the Year Ahead

This week on the Art of Money Podcast, Art McPherson and Luke McCarty discuss the importance of a mid-year checkup for financial planning. They highlight the significance of mid-year tax reviews and tax planning strategies, such as Roth conversions. They also address the potential impact of the expiration of the Trump tax cuts and provide advice on how to prepare for it. For more information visit www.artofmoneyradio.comSee omnystudio.com/listener for privacy information.

In today's episode of the Treasury Update Podcast, Doug Hartsema from The Hartsema Group discusses the importance of unfiltered feedback for banks and payment firms. He explains how transforming customers into advisors can have a significant impact and highlights the critical differences between customer and advisor voices. He also reads through examples of key customer quotes and discusses their meanings. 

Embark on a transformative journey into the world of wealth creation and business success with this YouTube video hosted by Andrea Lamari. Explore the intricacies of the Buy & Build Private Equity Strategy, venture capital, and private equity as Andrea delves into proven investment strategies for building, scaling, and ultimately creating a billion-dollar business. Learn the secrets to getting rich through strategic investing, entrepreneurial success, and profitable ventures. Uncover the art of scaling a million-dollar business, with insights into mergers and acquisitions, strategic partnerships, and high-return investments. Discover the keys to portfolio expansion, market expansion, and profit maximization, all while gaining valuable knowledge about risk management and wealth management. Additionally, Andrea explores the impact of crypto and blockchain technologies on modern investing, offering essential insights for those navigating the evolving landscape. Whether you're an entrepreneur, investor, or business enthusiast, this video provides essential investment insights for achieving financial prosperity and building a legacy of wealth in both traditional and emerging markets. *** Be Uncommon If You Can – Because in our Uniqueness & Struggles – Give Birth to our GREATNESS! Listen Now as I interview uncommon people, business owners & top level entrepreneur assassins & their uncommon journey! This is the Journey with Christian D Evans Podcast! Be Uncommon….If You Can! __________ CONNECT WITH ME: Twitter: https://twitter.com/be_uncommon_now?t=3bJA68AUmCxFBjciRGm8Tw&s=09 TikTok: https://vm.tiktok.com/ZTdujUXWv/ YouTube: https://www.youtube.com/c/ChristianDEvansEliteSideHustler/videos LinkedIn: https://www.linkedin.com/in/evansandfamily/ Instagram: https://www.instagram.com/christian_d_evans/?hl=en The Journey with Christian D Evans Podcast: https://podcasts.apple.com/us/podcast/journey-with-christian-d-evans/id1396344349 #investing #business #entrepreneur #investingtips #motivation #success #wealth #achievegreatness #achieveyourgoals #achieveyourdreams #politics #nevergiveup #founder #privateequity #venturecapital #successmotivation #successmindset #wealthy #wealthbuilding

Should you pay more for a financial advisor simply because you've been a better saver? Greg says no. It should be based on services.  It looks like some in the financial industry are starting to agree.  Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.

Welcome back to the Health and Wealth podcast, hosted by Carter and Tim. In this week's episode, the dynamic duo is joined by a special guest, Lisa Malick, a certified financial planner based in Colorado. Lisa shares her unique journey into the financial advising industry, which was fueled by personal experiences and a desire to make a meaningful difference in people's lives. Interviewed by Carter Wilcoxson   

We need more men and women who are following God to enter the financial industry. In this episode, Art provides five reasons why this is the case and helps a listener navigate some bad financial advice. Plus, Art discusses the difference between “I can afford” and “I can make the payment.” Resources:8 Money MilestonesAsk a Money Question!

Chief Marketing Officer Ondar Tarlow from Kinecta Federal Credit Union shares insights on strategic rebranding in the financial industry. With over 80 years of experience and a strong presence across multiple states, Kinecta offers a comprehensive range of financial services. Ondar delves into the importance of rebranding to differentiate and succeed in the competitive financial market landscape. Learn how Kinecta's innovative approach to branding sets them apart in the industry.Connect With: Ondar Tarlow: Website // LinkedIn The Rebrand Podcast: Email // LinkedIn // TwitterI Hear Everything: IHearEverything.com // LinkedInSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mike Panaggio discusses his experience at prep school, his career in the financial industry, and the founding of DME Academy. He emphasizes the importance of effort, excellence, and sacrifice in achieving success. He also shares his thoughts on the value of college education and the unique aspects of DME Academy, including its focus on character development and social fitness. Panaggio discusses the recruitment process for DME Academy and the success stories of top players who have come through the program. In this conversation, Mike Panaggio discusses the impact of cell phones on students and the importance of limiting overcommunication. He also shares his experience at Deerfield and how it influenced his approach at DME. Mike emphasizes the importance of speaking in absolutes and instilling a mindset of continuous improvement in students. He also talks about his personal interactions with DME students and the value of mentorship. Mike discusses the multiple teams at DME and the placement strategy for college-bound students. He shares his vision for DME, which includes stronger academics and more international showcases.Timestamps:00:00 Introduction and Background05:27 Discussion on Prep School Experience08:54 Transition to Financial Industry and Founding DME Academy11:29 DME Academy: Focus on College Marketing and Assistance16:13 DME Academy: Unique Approach and Special Sauce22:19 Finding Top Players and Success Stories25:43 Discussion on Top Players and Recruitment29:04 Fostering Social Fitness at DME Academy29:37 The Impact of Cell Phones on Students31:24 Speaking in Absolutes and Continuous Improvement32:50 Mentorship and Personal Interactions at DME38:28 The Multiple Teams and Placement Strategy at DME47:56 The Vision for DME: Stronger Academics and International ShowcasesConnect with Mike:Website | https://dmeacademy.com/Email | mjp@dmedelivers.comInstagram | https://www.instagram.com/dmesportsacademy/?hl=enTwitter | https://twitter.com/dmesportsacad?lang=enConnect with Cory: Website | https://www.prepathletics.com Twitter | https://twitter.com/PREP_Athletics Instagram | https://www.instagram.com/prep.athletics/Facebook | https://www.facebook.com/PrepAthletics Email | coryheitz@gmail.com Phone | 859-317-1166 Subscribe to the PREP Athletics Podcast: iTunes | https://podcasts.apple.com/us/podcast/prep-athletics-podcast/id1546265809?uo=4 Spotify | https://open.spotify.com/show/6CAKbXFiIOhoHinzsReYbJ Amazon | https://music.amazon.com/podcasts/3c37179d-3371-47f9-9d97-fd569e8802a7/prep-athletics-basketball-podcast #AmazonMusic

Achieving Success with Olivia Atkin Ep 77 "Successfully Tipping The Financial Industry Scale with Former FBI Informant Tom Hardin"Olivia talks personal and professional achievements with Tom Hardin. Tom is the Founder and CEO Tipper X Advisors LLC. Tipper X Advisors LLC engages with firms that seek to enhance their compliance and ethics culture beyond traditional employee training. As a complement to an existing legal and regulatory program, Tom delivers a live training experience which functions both as a cautionary tale and as a way for compliance and ethics leadership to get increased buy-in from both leadership and frontline employees. Prior to starting his business Tom previously spent his career as a financial analyst in the hedge fund industry. In 2008, Tom became one of the most prolific informants in the history of the securities fraud division within FBI.Join Olivia every Tuesday as she brings on top notch guests to talk about how they are Achieving Success! Career Development Book and More at Achieving-success.comStay Connected With Us:LinkedIn: https://www.linkedin.com/company/achieving-success-llcInstagram: @_achievingsuccessTwitter: @_achievesuccessYou can find Tom:LinkedIn: Tom Hardin (Tipper X)Website: Tipperx | Tom Hardin

On this episode, Bill Waid, the Chief Product and Technology Officer of FICO, discusses the role of FICO and its products and services beyond the FICO score. He reveals how FICO applies artificial intelligence and machine learning in its decision-making processes. Plus, Bill explains how FICO's software division helps businesses operationalize analytics and make data-driven decisions.On this episode, Bill Waid, the Chief Product and Technology Officer of FICO, discusses the role of FICO and its products and services beyond the FICO score. He reveals how FICO applies artificial intelligence and machine learning in its decision-making processes. Plus, Bill explains how FICO's software division helps businesses operationalize analytics and make data-driven decisions. Tune in to learn:Why FICO is more than just a credit score; it offers a range of products and services to help businesses make data-driven decisions.How FICO applies artificial intelligence and machine learning to enhance its decision-making processes.Why digital engagement and the ability to adapt to changing customer needs are crucial for businesses in the financial industry.How the digitization of banking is transforming the industry.How FICO is using alternative data sources and augmented data analysis to assess credit risk for individuals with limited credit history.FICO's future focus is on making AI and machine learning more usable and transparent for businesses, empowering them to make better decisions.Why an emphasis on a strong company culture empowers employees to control their own destiny.The future of AI and machine learning lies in making it more accessible and usable for non-technical users.How FICO enables businesses to quickly test and iterate on models, making incremental improvements and driving better outcomes.Mission.org is a media studio producing content for world-class clients. Learn more at mission.org.

二月中旬，巴菲特作为大股东之一的美国Capital One银行宣布将以股票交易方式，收购了美国信用卡公司Discover Financial Services，交易的价值达到353亿美元。如果成功，Capital One将成为美国资产第六大的银行，并将对摩根大通和花旗集团等美国信用卡巨头构成真正的竞争。在这一集“柠檬变成柠檬水”播客节目里，主持人俞骅和Poy Zhong邀请了常规嘉宾Frank Zhang一起讨论为什么Capital One会计划收购Discover信用卡，以及Capital One其他一些与传统银行不同的做法，欢迎收听！请您在Apple Podcasts, 小宇宙APP, Spotify, iHeart Radio, Google Podcasts, Amazon Music等，搜寻”柠檬变成柠檬水“。Support the showThank you for listening to our podcasts. We also welcome you to join the "Turn Lemons Into Lemonade" LinkedIn page!

Luxor's Matt Williams and Colin Harper join Sam Callahan for an in-depth discussion on the impact that the Bitcoin halving will have on miners, how the mining industry will scale over the next decade, and the emerging Bitcoin mining derivatives market. Connect with Sam: https://twitter.com/samcallahConnect with Colin: https://twitter.com/AsILayHodlingFollow Luxor: https://twitter.com/LuxorTechnologyTimestamps:00:00:00 “Swan Signal” Intro00:00:33 “Pacific Bitcoin Festival”00:01:27 Introducing Colin and Matt00:01:44 Importance of Bitcoin Meetups and Communities00:03:32 2023 Bitcoin Mining Recap00:07:24 “Hash-Price-Floor”00:09:31 Correlation between Hash-Rate and Hash-Price00:13:42 Derivative Market Coming to Bitcoin Mining by “Luxor”00:17:55 “Hash-Rate as a Commodity”00:19:52 Hedging Strategies for Bitcoin Miners00:24:25 How Are Miners Preparing for the Bitcoin Halving?00:27:11 Will Hash-Rate Decline Post Halving?00:33:33 Will Hash-Rate Continue to Go Up?00:36:14 The Merging of the Financial Industry and Bitcoin Mining00:41:41 Decentralizing the Bitcoin Network, and “Chasing Energy”00:46:00 Risks with Mining-Pool Centralization, and Explaining Stratum V200:54:14 What is a “Block-Template?”00:56:20 “Profit-Maximalism,” and the Cypherpunk Movement00:58:46 “Trading Onions” - The Story of the Onion Act of 195501:01:40 Focusing on Bitcoin, and Avoiding Crypto Scams01:04:37 How to Connect with Matt01:04:50 How to Connect with Colin01:05:12 “Swan Signal” OutroConnect with Swan Bitcoin: YouTube: https://youtube.com/@Swan_Bitcoin Twitter: https://twitter.com/Swan Instagram: https://instagram.com/SwanBitcoin Telegram: https://t.me/swanbitcoin LinkedIn: https://linkedin.com/company/swanbitcoinSwan Bitcoin does not provide any investment, financial, tax, legal or other professional advice. We recommend that you consult with financial and tax advisors to understand the risks and consequences of buying, selling and holding Bitcoin. Swan Bitcoin is the best way to accumulate Bitcoin with automatic recurring buys and instant buys from $10 to $10 million. Start your Bitcoin journey today, and your first $10 purchase is on us https://swanbitcoin.com/yt Download the all-new Swan Bitcoin App https://www.swanbitcoin.com/app/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description Get your ticket for the Pacific Bitcoin Festival 2023 before prices increase! https://www.pacificbitcoin.com/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description Secure your bright orange future with the Swan IRA today! Real Bitcoin, no taxes https://www.swanbitcoin.com/bitcoin-ira/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description For high-net-worth individuals and corporations seeking to build generational wealth with Bitcoin, Swan Private is your guide https://www.swanbitcoin.com/private/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description Want to learn more about Bitcoin? Check out the Bitcoin Canon a curated list of the best Bitcoin resources from your favorite experts https://swanbitcoin.com/cannon/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description Get paid to recruit new Bitcoiners by joining Swan Force https://www.swanbitcoin.com/enlist/?utm_medium=social&utm_source=youtube&utm_campaign=youtube_description

This week on the Million Dollar Mastermind podcast, host Larry Weidel is joined by Ivan Illan, Founder and Chief Investment Officer of Aligned Wealth Advisors Investment Management (AWAIM). Additionally, Ivan is an Official Member of the Forbes Finance Council. At just 13 years old, Ivan placed his first buy order in 1987, aiming to impress his grandfather, a former Undersecretary of the Treasury under the Castro Revolutionary Government, who was living in exile. Since 1996, Ivan has dedicated himself to the finance industry, working in various roles, from portfolio management to institutional sales, for both Fortune 500 companies and small startups. Ivan is the author of two notebooks on financial services. His second book, "Success as a Financial Advisor For Dummies," achieved #1 Amazon Bestseller in Accounting. His debut book, "How to Hire (or Fire) Your Financial Advisor: Ten Simple Questions To Guide Decision-Making," dedicated to his grandfather and presented to him before his passing, received positive coverage from The Washington Post.