Podcasts about Financial services

In the latest episode of the What the FinTech? podcast, we're joined by Joanne Dewar, Project Lead at Project Nemo, to discuss how to make financial services more accessible for people with disabilities. Joanne and FinTech Futures reporter Cameron Emanuel-Burns explore Project Nemo's origins and development, examining findings from the organisation's recent report on challenges adults with disabilities face when engaging financial services, with Dewar offering recommendations for financial institutions seeking to remove these barriers. The conversation also addresses how emerging technologies, particularly artificial intelligence, are reshaping disability inclusion in financial services, while tackling common misconceptions about accessibility in the industry. And finally, we discover which fintech buzzword Joanne wants to throw into or rescue from our Fintech Jail!

“When we have presence, it creates space for trust, clarity, and a real, true connection.” - Jill NowackiWelcome to episode 217 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by The Sheeter Group - a leading executive benefits firm that meets your retention and succession needs. This includes non-qualified benefit plans, short and long-term incentive plans, compensation studies, scorecard design, performance evaluation, and more. Learn more at sheetergroup.com.In this season, Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, we discuss all things presence and the importance of being present as a leader. Presence is the ability to truly show up mentally, emotionally, and energetically for your team and organization, and it's something that all leaders struggle with at one point in time or another, ourselves included. We discuss how a leader's presence shapes the team—without it, distractions, rushed decisions, and confusion take hold, but with it, trust, clarity, and connection flourish.We also highlight the need for leaders to be intentional about creating space in their schedules, setting boundaries, and resisting the impulse to jump between tasks or immediately respond to messages. Listen as we share some personal stories and insights around the struggle to disconnect, stay focused, and resist the urge to constantly check devices.We ultimately conclude that while presence may be one of the most overlooked leadership skills, it is also one of the most impactful, and by committing to regular practice and creating the conditions to truly show up and be present, leaders can unlock new levels of focus, connection, and effectiveness for themselves, their teams, and their organizations! We hope that you enjoy our conversation on presence!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyAudiobook mentioned: An Everyone Culture: Becoming a Deliberately Developmental Organization by Robert Kegan, Lisa Laskow, et al.Previous guests mentioned: Leo Ardine (episodes 21 & 150)

Host Jeremy C. Park talks with Brad Bruce, Co-Founder of mFORCE Capital, who discusses his background in wealth management and the establishment of his firm that focuses on personalized financial planning and strategic solutions for business owners. Brad discusses his company's approach as "solution finders" and "connectors," highlighting their expertise in building teams and developing comprehensive financial strategies while leveraging professional alliances, like with Higginbotham. The conversation concludes with details about the upcoming Cowtown Business and Capital Summit being held on February 24, 2026 in Fort Worth, Texas. The event is hosted and underwritten by mFORCE Capital and Higginbotham, along with other businesses, as a giveback and a networking and educational event focused on providing valuable content and connections for business leaders.mFORCE Capital Founding StoryBrad Bruce, Co-Founder of mFORCE Capital shares his background in wealth management and the company's origins. Brad explains that mFORCE Capital stands for Multi-Family Office, Relationship, and Client Experience. The company was founded four years ago after his 33-year career at a large corporate wealth management firm.Wealth Management Strategies for SuccessionBrad discusses his wealth management approach, emphasizing the importance of planning for business owners' succession and retirement. He highlights his team's expertise in building company teams and developing personal financial strategies, including tax minimization. Brad also describes his firm's unique approach as "solution finders" and "connectors," leveraging alliances with other professionals to better serve clients. He notes current trends such as artificial intelligence and recent legislation, which offer new opportunities for wealth management strategies.Client Relations and Community EngagementBrad emphasizes the importance of attention to detail and customization in client relationships, explaining that communication frequency with clients varies based on market conditions and client needs. He highlights the firm's commitment to philanthropy and community engagement, including their work with community foundations and local charities, as a way to give back to the business community that has supported them.Cowtown Business and Capital Summit 2026The Cowtown Business and Capital Summit, scheduled for February 24, 2026, in Fort Worth, Texas, is an event focused on providing networking opportunities and educational content for business owners and executives. Brad explains that the event was developed two years ago to offer a different type of industry gathering, emphasizing learning and networking over sales pitches. Last year's event included speakers on various topics like business growth and risk management, with plans to incorporate more networking and AI-focused content this year, along with travel, private planes, and personal longevity. Brad expresses excitement about the upcoming summit, particularly the keynote speaker and the potential for fostering connections among attendees, while emphasizing that the event is a giveback initiative aimed at supporting and strengthening the community. The event is hosted by mFORCE Capital, Higginbotham Insurance and Financial Services, and Hartman Wanzor McNamara Accountants & Advisors.To learn more about the Cowtown Business and Capital Summit visit https://cowtownsummit.com.To learn more about mFORCE Capital visit https://www.mforcecapital.com/.

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

Other key takeaways include:-Why branding and marketing are different, and why you need both.-How high net worth clients are influenced by your website, social media, and content strategy.-The role of lifestyle alignment - sports, philanthropy, and passions - in building stronger connections.-Why consistent, professional content and video are critical for credibility and growth.-How positioning yourself as the “hub” of client relationships creates lasting value.Whether you're an advisor at a multi-billion-dollar RIA or building your independent practice, this episode delivers actionable insights to help you stand out and win with high net worth clients.If you're ready to grow your practice with intention, leadership, and a community that understands the journey - register today at joinFASS.com.

Send us a textIn this episode of In The Suite, I'm joined by Carina Diamond, CEO of GFP Private Wealth. Carina shares how she's honoring the pioneering legacy of Sally Gries while boldly steering the firm into the future. From the power of rebranding to harnessing AI and building next-gen talent pipelines, Carina is a masterclass in leadership reinvention.We talk about:Why rebranding matters more than most firms admitHow to lead boldly without abandoning legacyWhy Carina believes AI is “here now” (not “coming”)The importance of shaking things up—personally and professionallyThe underestimated power of awards, speaking, and visibilityResources MentionedGFP Private Wealth: https://gfpprivatewealth.comBroadridge AIF Program: https://www.broadridge.com/advisor/aif-designation-trainingCoursera Google AI Certification: LinkDiversitas at The University of Akron: https://www.diversitasfp.org⏱ Chapter Markers00:00 – Welcome & why this conversation was years in the making01:30 – The legacy of Sally Gries and GFP's rebrand07:00 – From Chief Growth Officer to CEO in five months 11:20 – Why AI isn't the future—it's the present16:20 – Building young, innovative teams22:00 – Confidence, certifications, and the power of visibility26:30 – Founding Stella Segunda Partners & career reinvention29:50 – Flourish Women & Wealth: pioneering women's financial education31:50 – The influence of Carina's mother and her legacy34:30 – Upcoming events & what's next for GFP37:40 – Health and wellness tip: the power of changing things up

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

Rising health insurance costs are squeezing household budgets - especially for families and those not yet on Medicare. In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, breaks down the differences between traditional health insurance and medical cost sharing programs and how each can impact cash flow between ages 62 and 65. Show Highlights: The 2025 cost picture: premiums and out-of-pocket trends families are feeling. Traditional insurance vs. cost sharing: deductibles vs. IUAs, “premiums” vs. “shares,” and how reimbursement works with cash pay. Networks and access: why many sharing programs don't use networks - and what that means at the doctor's office. Coverage nuances: preventive care, preexisting conditions, and when ACA plans may be a better fit. Faith-based vs. non-faith options: examples like Samaritan Ministries, Medi-Share, Christian Healthcare Ministries, and Sedera. Whether you're still working, planning to retire before 65, or helping adult children evaluate coverage, this episode offers practical insights to compare traditional insurance with medical cost sharing and make a more informed decision for your situation. If you enjoyed today's episode, be sure to share it with a friend or family member! Resource: https://www.usatoday.com/story/graphics/2025/06/16/how-much-does-insurance-cost-2025-family-of-four/84149201007/

Are you looking to boost your credit union's loan portfolio? Want to stay ahead in the competitive world of financial services? In this episode of Credit Union Conversations, host Mark Ritter, CEO of MBFS, sits down with Todd Stauffer, our seasoned Relationship Manager in Western Pennsylvania, to share insights on succeeding in commercial banking. From navigating market trends to leveraging speed to market for a competitive edge, Todd reveals strategies to help credit unions thrive. Tune in to learn how to adapt to changing interest rates and build lasting client relationships!IN THIS EPISODE: (00:00) Intro: Meet Todd Stauffer(02:17) Advice for young professionals emphasizing hard work for growth in banking and financial services(06:11) Borrowers are adapting to higher interest rates, reflecting changes in credit union lending(06:55) Varying rate expectations across markets, important for competitive lending in credit unions(07:15) Investors accepting lower loan-to-value ratios, relevant to commercial real estate lending(09:16) Speed to market as a competitive edge for credit unions against big banks(13:17) Maintaining high pull-through rates in loan applications, critical for credit unions KEY TAKEAWAYS: Hard work and discipline are critical for achieving long-term success in financial services and commercial banking, requiring professionals to stay resilient, adapt to setbacks, and consistently execute well-thought-out plans to thrive in dynamic market trends.Credit unions secure a competitive edge through rapid speed to market and transparent communication, setting them apart from larger banks by offering tailored lending solutions and fostering trust in client relationships.Borrowers are demonstrating adaptability to higher interest rates and investors are accepting lower loan-to-value ratios, showcasing resilience in commercial real estate markets, which enables credit unions to support robust lending opportunities despite economic shifts.RESOURCE LINKS:Mark Ritter - WebsiteMark Ritter - LinkedInTodd Stauffer - LinkedInKEYWORDS: Credit Union, Financial Services, Todd Stauffer, Mark Ritter, MBFS, Commercial Banking, Loan Portfolio, Western Pennsylvania, Borrower Adaptation, Interest Rates, Real Estate, Speed To Market, Competitive Edge, Client Relationships, Market Trends, Career Guidance, Credit Union, changes in credit union lending

How do you turn regulatory constraints into a launchpad for innovation? In this episode of the CPO Rising Series hosted by Products That Count Resident CPO Renee Niemi, Questrade Financial Group Journey Leader Praneil Ladwa shares insights on transforming product management in the financial services industry. Discover how Questrade has reimagined its approach to innovation, customer experience, and organizational culture, offering a blueprint for product leaders navigating complex, regulated environments.

Today's guest on the ‘AI in Financial Services' podcast is Charleyne Biondi, Associate Vice President of Moody's Ratings in the Digital Economy Team. Charleyne brings a broad perspective on how AI adoption is unfolding in financial services and the wider global economy. She explains how generative AI has lowered adoption barriers, accelerating experimentation while raising new challenges around integration, risk, and reliability. While many businesses see immediate efficiency gains at the individual level, Charleyne notes that true productivity impact requires deeper organizational transformation—connecting AI to legacy IT systems, retraining staff, and ensuring secure and reliable outputs. Want to share your AI adoption story with executive peers? Click emerj.com/e2 for more information and to be a potential future guest on Emerj's flagship' AI in Business' podcast! If you've enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!

Referrals are a big part of most freelancer's business, especially comedians and keynote speakers! Here's a quick story about the right and wrong way to go about asking for a referral.   https://www.TheWorkLady.com  Jan McInnis is a top change management keynote speaker and comedian. She uses short funny stories to emphasize her tips on how businesses can use humor to handle change. Jan is a top conference keynote speaker, comedian, Master of Ceremonies, and comedy writer. She has written for Jay Leno's The Tonight Show monologues as well as many other people, places, and groups—radio, TV, syndicated cartoon strips, guests on The Jerry Springer Show (her parents are proud). For over 25 years, she's traveled the country as a keynote speaker and comedian, sharing her unique and practical tips on how to use humor in business (yes, it's a business skill!). She's been featured in The Huffington Post, The Wall Street Journal, and The Washington Post for her clean humor, and she's the author of two books: Finding the Funny Fast – How to Create Quick Humor to Connect with Clients, Coworkers, and Crowds, and Convention Comedian: Stories and Wisdom From Two Decades of Chicken Dinners and Comedy Clubs. She also has a popular podcast titled Comedian Stories: Tales From the Road in Under 5 Minutes. In her former life, she was a marketing executive in Washington, D.C. for national non-profits, and she received the Greater Washington Society of Association Executives “Excellence in Education” Award. Jan's been featured at thousands of events from the Federal Reserve Banks to the Mayo Clinic.   https://www.TheWorkLady.com https://youtu.be/BtjxzDn-QLE https://www.linkedin.com/in/janmcinnis https://twitter.com/janmcinnis https://www.pinterest.com/janmcinnis/pins/ https://www.youtube.com/c/JanMcInnisComedian https://www.facebook.com/ComedianJanMcInnis https://www.instagram.com/jan.mcinnis/   Jan has shared her humor keynotes from Fortune 500 companies to international associations. Groups such as . .. Healthcare. . . Mayo Clinic, Health Information Management Associations, Healthcare Financial Management Associations, Hospitals, Abbott Pharmaceuticals, Sanofi Aventis Pharmaceuticals, Kaiser-Permanente, Davita Dialysis Centers, Blue Cross, Blue Shield, Home Healthcare Associations, Assisted Living Associations, Healthcare Associations, National Council for Prescription Drug Companies, Organization of Nurse Leaders, Medical Group Management Associations, Healthcare Risk Associations, Healthcare Quality Associations   Financial. . . Federal Reserve Banks, BDO Accounting, Transamerica Insurance & Investment Group, Merrill Lynch, treasury management associations, bankers associations, credit unions, Money Transmitter Regulators Association, Finance Officers Associations, automated clearing house associations, American Institute of CPAs, financial planning companies, Securities, Insurance, Licensing Association   Government . . . purchasing officers associations, city clerks, International Institute of Municipal Clerks, National League of Cities, International Worker's Compensation Fund, correctional associations, LA County Management Association, Social Security Administration, Southern California Public Power Authority, public utilities, U.S. Air Force, public personnel associations, public procurement associations, risk management associations, Rehabilitation associations, rural housing associations, community action associations   Women's Events. . . American Heart Associations, Go Red For Women luncheons, Speaking of Women's Health, International Association of Administrative Professionals, administrative professionals events, Toyota Women's Conference, Women in Insurance and Financial Services, Soroptimists, Women in Film & Video, ladies night out events, Henry Ford Health Centers Women's Event, spirit of women events, breast cancer awareness,   Education . . . School Business Officials associations, school superintendent associations, school boards associations, state education associations, community college associations, school administrators associations, school plant managers associations, Head Start associations, Texas adult protective services, school nutrition associations, Association of Elementary and Middle School Principals, principal associations, library associations   Emergency, safety, and Disaster . . . International Association of Emergency Managers, Disney Emergency Managers, state emergency management associations, insurance groups, COPIC, Salt Lake County Public Works and Municipal Services Disaster Recovery Conference, Pennsylvania Governor's Occupational Safety and Health conference, Mid Atlantic Safety conference and Chesapeake Regional Safety Council, Risk associations.    

Deze week spreken we met Alexander Beijer, Country Leader Financial Services bij EY. Alexander studeerde Economie aan de Erasmus Universiteit Rotterdam, waar hij tevens de postdoctorale opleiding Accountancy afrondde. Daarnaast behaalde hij de titel van Register Beleggingsanalist aan de Vrije Universiteit Amsterdam. Sinds 1997 werkt Alexander bij EY, waar hij startte als accountant en zich sinds 2009 richt op de adviespraktijk. Naast zijn werk bij EY is hij maatschappelijk betrokken als ouderling-kerkrentmeester binnen de Protestantse Kerk in Nederland. Alexander is 50 jaar, getrouwd, heeft een zoon en woont in Putten.   ***  Leaders in Finance wordt mede mogelijk gemaakt door Kayak, EY, MeDirect, en Roland Berger.   *** Boeken genoemd: Start With Why – Simon Sinek Methods of Early Golf Architecture – George C. Thomas Jr., H.S. Colt Morele Ambitie – Rutger Bregman Capitalism Reconnected – Jan Peter Balkenende Gematigde Groei – Richard van Zwol   *** Op de hoogte blijven van Leaders in Finance? Abonneer je dan op de nieuwsbrief.   ***  Vragen, suggesties of feedback? Graag! Via email: info@leadersinfinance.nl en check de website leadersinfinance.nl   *** Eerdere gasten bij de Leaders in Finance podcast waren onder andere: Klaas Knot (President DNB), Robert Swaak (CEO ABN AMRO), Frank Elderson (directie ECB), David Knibbe (CEO NN), Janine Vos (RvB Rabobank), Jos Baeten (CEO ASR), Nadine Klokke (CEO Knab), Gita Salden (CEO BNG Bank),  Annerie Vreugdenhil (CIO ING), Geert Lippens (CEO BNP Paribas NL), Karien van Gennip (CEO VGZ), Maarten Edixhoven (CEO Van Lanschot Kempen), Jeroen Rijpkema (CEO Triodos), Chantal Vergouw (CEO Interpolis), Simone Huis in ‘t Veld (CEO Euronext), Nout Wellink (ex DNB), Onno Ruding (ex minister van financiën), Maurice Oostendorp en Martijn Gribnau (CEOs Volksbank), Olaf Sleijpen (Director DNB), Allegra van Hövell-Patrizi (CEO Aegon NL), Yoram Schwarz (CEO Movir), Laura van Geest (Bestuursvoorzitter AFM) Katja Kok (CEO Van Lanschot CH), Ali Niknam (CEO bunq), Nick Bortot (CEO BUX), Matthijs Bierman (MD Triodos NL), Peter Paul de Vries (CEO Value8), Barbara Baarsma (CEO Rabo Carbon Bank), Jan van Rutte (Commissaris PGGM, BNG Bank, vml CFO ABN AMRO), Marguerite Soeteman-Reijnen (Chair Aon Holdings), Annemarie Jorritsma (o.a. Voorzitter NVP), Lidwin van Velden (CEO Waterschapsbank), Don Ginsel (CEO Holland Fintech), Mary Pieterse-Bloem (Professor Erasmus), Jan-Willem van der Schoot (CEO Mastercard NL), Tjeerd Bosklopper (CEO NN NL), Joanne Kellermann (Chair PFZW), Steven Maijoor (Chair ESMA), Radboud Vlaar (CEO Finch Capital), Karin van Baardwijk (CEO Robeco) en Annette Mosman (CEO APG). 

This is an episode of The Specialist, produced by Intelligence Squared in partnership with Sotheby's. In The Specialist, explore the significance and journey of an extraordinary work through the eyes of those that know it best. On today's episode, the beauty of nature suspended for eternity. Helen Culver-Smith, Head of Decorative Arts Worldwide and Head of Fabergé and Russian works of Art, reveals how the digital discovery of an apple blossom study, rendered in gold, enamel and rock crystal by master maker Fabergé, led her down a fascinating path of provenance, all the way to Imperial Russia. ⁠⁠Further details about the episode subject⁠⁠ The Specialist is brought to you by Sotheby's Financial Services. SFS offers asset-based loans to unlock the value of your fine art, automobiles and other luxury collectibles. Visit⁠⁠ ⁠sothebys.com/sfs⁠⁠⁠ to find out more. To step further into the World of Sotheby's, visit any one of our galleries, which are open to the public. Explore more at⁠⁠ ⁠sothebys.com⁠⁠⁠. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Dive deep into the crucial foundation every organization should have in place before successfully integrating AI into its operations. In Part 4 of our special AI Series with Carolyn Welshhans of Morgan Lewis, our expert panel explores: ·       Key Strategies for Building Effective AI Governance Frameworks·       AI Policies to Your Firm's Risk Profile and Systems·       Overcoming Legacy Technology Challenges in AI Adoption·       The Critical Role of Data in AI ReadinessListen and learn as our panel provides actionable guidance for conducting comprehensive readiness assessments covering governance structures, strategic alignment, data management, model risk frameworks, and technology infrastructure.Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter. Does your firm need help now? Contact us today!

In this crossover episode of The Consumer Finance Podcast and Payments Pros, guest host Taylor Gess is joined by Jason Cover and Jeremy Sairsingh to discuss buy now, pay later (BNPL) products as they continue to dive into the Point-of-Sale Finance Series. They highlight the complexities of BNPL offerings and the transformation of these payment models with varying fee structures and repayment terms. As these BNPL products mature, they challenge traditional definitions and regulatory frameworks, prompting a closer look at how consumers and providers are adapting to this financing option and its effects. With continuous industry innovations, regulators are working to keep pace, raising questions about the future direction of BNPL regulation and its impact.

What if the #1 reason you feel burned out is because you're unknowingly doing three completely different jobs?In this solo episode, I break down the Triad Advisor Model—the exact system top firms are using to scale without sacrificing freedom. You'll see why trying to run your practice alone is like running a Chick-fil-A by yourself—taking orders at the register, cooking the food in the back, and delivering it to the table—and how to replace that chaos with a clear, scalable system that frees you up to grow.Most advisors try to grow by doing more, but that path leads to burnout and stalled revenue. Instead, I'll show you how to divide the advisor role into three specialized positions—selling, planning, and service—so you can build a business that grows beyond you.You'll learn how to hire the right people for each role, compensate them for long-term success, and create a repeatable “advisor pod” system you can scale like clockwork.4 of the biggest insights from Brad Johnson…#1.) The 3 Roles That End Advisor Burnout How a Chick-fil-A-style model splits the advisor job into selling, planning, and service—so you stop doing everything yourself and start scaling with ease. #2.) The Process to Hire, Train, and Scale on Repeat A step-by-step system to find the right people, develop their skills, and build “advisor pods” you can copy and paste as your firm grows. #3.) The Personalities That Thrive in Each Role Why matching natural strengths to each advisor seat is the key to efficiency, retention, and a better client experience. #4.) How to Grow New Advisors Without Risking Big Prospects From “never leave an empty seat” to the “reverse shotgun” approach, discover how to groom future selling advisors without putting your top clients on the line.SHOW NOTEShttps://bradleyjohnson.com/130FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP08254657222 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In This Episode of the Wealth Wisdom Financial Podcast, host Brandon Neely sits down with Bruce Wehner, Chief Cash Flow Strategist at e3 Wealth and co-host of The Money Advantage Podcast. With decades of experience in education, entrepreneurship, and advanced wealth strategies, Bruce brings a rare blend of real-world grit and financial acumen to the table.   From running a trapping business in high school to managing an automotive shop, and now advising high-net-worth clients, Bruce's journey is anything but ordinary. He shares how those early lessons in cash flow management became the foundation for helping families and entrepreneurs achieve financial clarity, stability, and confidence.   In this value-packed conversation, you'll discover: Why cash flow, not net worth, is the real measure of wealth security How the Infinite Banking Concept can transform the way you think about money What it means to operate with a “family office model” without needing ultra-wealthy status The biggest financial blind spots Bruce sees in entrepreneurs, and how to fix them How to build a lasting legacy that outlives you   Bruce isn't just sharing theory; he's a real estate investor and active practitioner of Infinite Banking in his own life. You'll hear how he applies these principles daily, the role technology and AI are playing in the financial industry, and why long-term thinking is more important than ever.   If you've ever worried about running out of money, making costly financial mistakes, or leaving an incomplete legacy, this episode offers practical steps and inspiring perspective to help you move forward with confidence.   00:00 Welcome to the Wealth Wisdom Financial Podcast 00:58 Introducing Bruce Wehner: Chief Cash Flow Strategist 01:39 The Infinite Banking Concept and Its Challenges 09:47 Real Estate Investors and Policy Loans 13:06 The Importance of Cash Flow in Business 27:18 Podcasting Journey and Industry Changes 32:13 Nelson's Legacy and Industry Pushback 33:20 The Value of Wisdom and Experience 34:56 Infinite Banking Policy in Action 37:49 Embracing Technology and AI 44:55 Human Element in Financial Services 48:31 Building a Strong Team and Future Vision 55:46 Long-Term Goals and Financial Responsibility 58:55 Final Thoughts and Contact Information  

Roth IRAs have been around since 1997, but many people still have questions about how they work and whether they make sense for their retirement strategy. In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, unpacks the power of Roth IRAs and how they differ from traditional IRAs. Show Highlights: The difference between marginal and effective tax rates - and why it matters for Roth contributions and conversions. Real stories of how retirees and pre-retirees have used Roth conversions to reduce future tax burdens. Key considerations before converting, including cash needs, Medicare IRMAA surcharges, and tax brackets. The impact of Roth IRAs on estate planning and how they can benefit the next generation. Contribution limits for 2025 and how Roth 401(k)s compare to Roth IRAs. Whether you're just starting out, approaching retirement, or thinking about legacy planning, this episode will give you practical insights into how a Roth IRA may fit into your overall financial plan. If you enjoyed today's episode, be sure to share it with a friend or family member!

The energy industry is having a moment. As assets become digitized, operations increasingly automated, molecules displaced for electrons, and capital more discerning, the biggest challenge is now people, instead of engineering. Specifically, where will the next generation of digitally fluent energy professionals come from?   At the same time, academic institutions, whose mission is to deliver qualified talent, are under grave financial pressure. International student revenue is collapsing, and many programs are out of step with the real-world digital needs of industry. Meanwhile, the workforce is retiring, and young professionals are turning away from careers in oil and gas.   In this episode, Doug Cronk, an investment committee advisor, and former Academic Chair of Financial Services and Fintech at SAIT, sets out how the energy sector can seize this moment. By repackaging existing academic offerings, combining them with data analytics, AI, and energy domain knowledge, and co-creating programs that reflect the needs of a digital energy economy, the energy sector can secure its future talent needs.   Doug argues that industry must lead, by articulating exactly what skills are needed, and why energy companies should present themselves as data-driven innovation platforms, not just extractive enterprises. This episode offers a clear-eyed assessment of the education-industry disconnect, the talent crisis looming over the sector, and the strategic opportunity to build the next generation of digital energy leaders.     

What's holding your freight brokerage back from achieving growth? Lack of focus, poor data, or chasing the wrong customers? In today's episode, Dr. James Kenny is back on the show as we speak about why building a clear strategy and defining your ideal customer profile is the real foundation before you even think of bringing AI, automation, or tech solutions into your business! Jim and I talk through the three key components of a modern tech stack: predictive analytics, generative AI, and conversational intelligence, and how refining your vertical focus can drive consistent growth. Clean data, clear direction, and disciplined execution are what give you a competitive edge in freight, so dive in to discover more from our conversation!   About Dr. James Kenny Dr. Kenny taught and researched Strategic Marketing, Professional Selling, Sales Management, and Third-party Logistics. During his twenty-five years at Western Illinois University, he was nominated for Teacher of the Year fourteen times and won three times. He also received the Provost's Award for Teaching Excellence. Additionally, Dr. Kenny has won two Faculty Excellence awards. He has published and presented papers in strategic planning, transportation brokerage, sales management, and professional selling. He earned his Ph.D. from Oklahoma State University. He was a four-time recipient of the McAlister Scottish Fellowship for doctoral students. He completed his academic career by winning the American Marketing Association Doctoral Consortium Fellowship at Harvard University. Professionally, Dr. Kenny has supplied consulting services to over 180 firms (Logistics, Private Equity, Software, Insurance, and Financial Services) and trade associations nationwide. A sample of his client list includes UPS Worldwide, FedEx, Trinity Logistics, Allen Lund Company, Landstar, TransCore DAT, Total Quality Logistics, McKinsey & Co., and AT Kearney. Dr. Kenny has served on the Board of Directors of the Warehouse Education Research Council (WERC). He won the 2001 President's Service Award from the Certified Professional Insurance Association (CPIA) for his Marketing Audit Program and the 1996 Outstanding Service Award from the Transportation Intermediaries Association (TIA) for his Consultative Sales Program. Professor Kenny was presented with the 2010 Horizon Award for lifetime service to the Transportation Intermediaries Association (TIA).  

In this episode, David sits down with Matt Mossburger, co-founder of WealthFeed, to discuss innovative strategies for financial advisors to find and engage potential clients. In This Episode: 0:00 - Introduction to Matt Mossburger 1:00 - Matt's background in wealth management 2:30 - Origins of Wealth Feed 4:26 - Building the tech team 7:39 - Catalyst events for prospecting 11:55 - Effective outreach strategies 16:29 - Multi-channel marketing approaches 18:55 - Handwritten note strategies 23:42 - Importance of social media content 26:11 - Platform integrations Special Offer: 20% off WealthFeed annual subscription (contact Matt directly) Connect with Matt: Email: matt@wealthfeed.com Website: wealthfeed.com About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

What you wear onstage is important. This is a quick story about what NOT to wear. I got to work with someone who wore an odd outfit and her wordrobe choice backfired on her.   https://www.TheWorkLady.com  Jan McInnis is a top change management keynote speaker and comedian. She uses short funny stories to emphasize her tips on how businesses can use humor to handle change. Jan is a top conference keynote speaker, comedian, Master of Ceremonies, and comedy writer. She has written for Jay Leno's The Tonight Show monologues as well as many other people, places, and groups—radio, TV, syndicated cartoon strips, guests on The Jerry Springer Show (her parents are proud). For over 25 years, she's traveled the country as a keynote speaker and comedian, sharing her unique and practical tips on how to use humor in business (yes, it's a business skill!). She's been featured in The Huffington Post, The Wall Street Journal, and The Washington Post for her clean humor, and she's the author of two books: Finding the Funny Fast – How to Create Quick Humor to Connect with Clients, Coworkers, and Crowds, and Convention Comedian: Stories and Wisdom From Two Decades of Chicken Dinners and Comedy Clubs. She also has a popular podcast titled Comedian Stories: Tales From the Road in Under 5 Minutes. In her former life, she was a marketing executive in Washington, D.C. for national non-profits, and she received the Greater Washington Society of Association Executives “Excellence in Education” Award. Jan's been featured at thousands of events from the Federal Reserve Banks to the Mayo Clinic.   https://www.TheWorkLady.com https://youtu.be/BtjxzDn-QLE https://www.linkedin.com/in/janmcinnis https://twitter.com/janmcinnis https://www.pinterest.com/janmcinnis/pins/ https://www.youtube.com/c/JanMcInnisComedian https://www.facebook.com/ComedianJanMcInnis https://www.instagram.com/jan.mcinnis/   Jan has shared her humor keynotes from Fortune 500 companies to international associations. Groups such as . .. Healthcare. . . Mayo Clinic, Health Information Management Associations, Healthcare Financial Management Associations, Hospitals, Abbott Pharmaceuticals, Sanofi Aventis Pharmaceuticals, Kaiser-Permanente, Davita Dialysis Centers, Blue Cross, Blue Shield, Home Healthcare Associations, Assisted Living Associations, Healthcare Associations, National Council for Prescription Drug Companies, Organization of Nurse Leaders, Medical Group Management Associations, Healthcare Risk Associations, Healthcare Quality Associations   Financial. . . Federal Reserve Banks, BDO Accounting, Transamerica Insurance & Investment Group, Merrill Lynch, treasury management associations, bankers associations, credit unions, Money Transmitter Regulators Association, Finance Officers Associations, automated clearing house associations, American Institute of CPAs, financial planning companies, Securities, Insurance, Licensing Association   Government . . . purchasing officers associations, city clerks, International Institute of Municipal Clerks, National League of Cities, International Worker's Compensation Fund, correctional associations, LA County Management Association, Social Security Administration, Southern California Public Power Authority, public utilities, U.S. Air Force, public personnel associations, public procurement associations, risk management associations, Rehabilitation associations, rural housing associations, community action associations   Women's Events. . . American Heart Associations, Go Red For Women luncheons, Speaking of Women's Health, International Association of Administrative Professionals, administrative professionals events, Toyota Women's Conference, Women in Insurance and Financial Services, Soroptimists, Women in Film & Video, ladies night out events, Henry Ford Health Centers Women's Event, spirit of women events, breast cancer awareness,   Education . . . School Business Officials associations, school superintendent associations, school boards associations, state education associations, community college associations, school administrators associations, school plant managers associations, Head Start associations, Texas adult protective services, school nutrition associations, Association of Elementary and Middle School Principals, principal associations, library associations   Emergency, safety, and Disaster . . . International Association of Emergency Managers, Disney Emergency Managers, state emergency management associations, insurance groups, COPIC, Salt Lake County Public Works and Municipal Services Disaster Recovery Conference, Pennsylvania Governor's Occupational Safety and Health conference, Mid Atlantic Safety conference and Chesapeake Regional Safety Council, Risk associations.  

Join Shannon, as she introduces the newest team member, Erica Barrow, to 'Keep What You Earn Co'. With a unique background in forensic accounting and military experience, Erica brings a fresh perspective to boosting client success. Discover their collaborative approach to solving financial puzzles and empowering business owners to make smarter decisions. Tune in for insights on how this dynamic team navigates challenges, offers critical advice, and continues to evolve for the benefit of their clients. What You'll Hear: [0:45] Meet Erica Barrow: Our New Team Member [2:45] The Role of a CFO: Misconceptions and Realities [6:00] Client Interactions and Unique Approaches [7:25] The Value of Collaborative Financial Management [9:15] Surprises and Challenges in Financial Services [11:30] Continuous Growth and Evolution   Learn more about our CFO firm and services: https://www.keepwhatyouearn.com/   Connect with Shannon: https://www.linkedin.com/in/shannonweinstein Watch full episodes: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ Follow along on IG: https://www.instagram.com/shannonkweinstein/   The information contained in this podcast is intended for educational purposes only and is not individual tax advice. We love enthusiastic action, but please consult a qualified professional before implementing anything you learn.

About the Guest(s):Trevor Houston: Trevor Houston is an inspirational speaker, podcast host, and community builder dedicated to reshaping the narratives of job seekers across the nation. Formerly a top producer in the auto industry, Trevor transitioned to financial services and later became a beacon of hope for professionals in career transitions, guiding thousands to renewed purpose and opportunity. He is the creator and host of the "Who You Know Show," a platform actively transforming lives by connecting individuals to networks and opportunities beyond what they thought possible.Episode Summary:In this compelling episode of the "Who You Know Show," host Trevor Houston delves deep into how personal and professional upheavals led to his impactful mission of assisting job seekers. Trevor reflects on his journey from being a top performer in the auto industry to facing significant challenges when transitioning into financial services. His heartfelt story resonates with anyone who has faced career setbacks, illustrating how embracing one's pain can lead to a greater purpose. The episode showcases Trevor's transition from a traditional sales approach to becoming a problem-solver and community builder, revealing powerful insights into leveraging personal challenges for communal benefit.Through careful storytelling, Trevor Houston captivates listeners with lessons on the power of networking, the importance of serving others, and the transformative impact of helping those in need. Rooted in the principle of reciprocity, the episode underscores the need for a paradigm shift from self-centered ambitions to service-oriented goals, leading to profound personal and professional fulfillment.Resources:Trevor Houston on LinkedIn: https://www.linkedin.com/in/trevorhouston/Career Transition Summit: https://event.webinarjam.com/register/67/04404igv LinkedIn e-book: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://online.flippingbook.com/view/714118097/⁠⁠⁠⁠⁠⁠⁠  ⁠⁠⁠⁠⁠⁠⁠Subscribe: ⁠⁠⁠⁠⁠⁠⁠⁠https://podcasters.spotify.com/pod/show/who-ya-know-show ⁠⁠⁠⁠⁠⁠⁠⁠Trevor Houston is a licensed financial professional offering insurance/financial products through various carriers. For more info visit ⁠⁠⁠⁠⁠⁠⁠⁠http://cpwstrategies.comChapters:(0:00) Turning Pain Into Purpose Through Helping Others(3:11) Breaking Free from Corporate Politics to Pursue Entrepreneurship(14:12) Lessons Learned from Transitioning from Car Sales to Financial Services(18:01) Struggling with Identity and Success After Hitting Rock Bottom(20:29) A Chance Encounter Led to a Career in Helping Others(27:26) Building Trust and Networks Through Selfless Service(36:19) Overcoming Fear to Launch a Long-Running Podcast(38:55) Empowering Job Seekers Through Innovative Networking and Strategies(44:43) The Power of Personalized Video in Job Hunting(47:50) Transformative Impact of Purpose-Driven Financial Services and Job Support(53:19) Finding Purpose Through Service and Authentic Storytelling

“Sometimes there are monumental changes, but other times it's what can you do today to get one step closer?" - Randy Smith Welcome to episode 216 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by The Sheeter Group - a leading executive benefits firm that meets your retention and succession needs. This includes non-qualified benefit plans, short and long-term incentive plans, compensation studies, scorecard design, performance evaluation, and more. Learn more at sheetergroup.com.In this season, Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, Jill and I talk about all things pivoting - when you realize the path that you're on isn't the one you need to stay on. It can be a strategic shift, a leadership adjustment, or even a whole new direction. The need to pivot can come from burnout, boredom, or external factors such as failing to meet success metrics. We discuss how internal signs such as lack of creativity or excitement for the work can also indicate that it's time for a change.Pivoting can be really difficult, as it requires overcoming our natural human desire for stability, and Jill and I discuss how leaders have the added challenge of bringing their teams along through the transition. We remind you that being transparent about the reasons behind the pivot, the expected outcomes and potential challenges, and inviting input from your team can all help ease the process for everyone. Celebrating milestones and small wins along the way is also important to maintain morale.We also highlight how pivots don't have to be monumental shifts; sometimes, it's the "two degree" changes that open up new opportunities. The key, though, is being attuned to all of the signals that are trying to tell you that it's time to make a move, so whether in your career, your organization, or your personal life, the ability to recognize when it's time to pivot can be one of the healthiest and most impactful decisions that you make. The path forward may not be certain, but the alternative of staying stuck is often so much worse!We hope that this episode offers you some great insight! As always, feel free to reach out to us and share your thoughts! We would love to hear from you!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List

Show Highlights:-The difference between working hard and working smart in today's advisory space.-Why intentional scheduling is critical to sustainable growth.-The top priorities high-performing advisors focus on daily.-How effective delegation drives business scalability.-Practical ways to protect your calendar and say no to the wrong opportunities.-Lessons advisors can apply whether they're independent or W-2.Whether you're an established producer or building your practice, you'll come away with actionable insights to spend your time where it matters most.

This interview is part of a Microsoft Agentic AI Playbook, the download link is below.James Caton interviews Daragh Morrissey, Banking and Financial Services Industry Leader at Microsoft, on Agentic AI trends in he is seeing in the Banking, Financial Services, and Insurance industries.Transformational Impact of Agentic AI: Explore how agentic AI is revolutionizing business processes, enhancing ROI, and reshaping customer interactions in the BFSI industry.The Evolution of Contact Centers: Discover how AI is transforming contact centers by reducing wait times, improving service quality, and enabling self-service capabilities.Super Agents and Business Efficiency: Learn about the concept of super agents and how they are driving efficiency by managing multiple tasks and allowing businesses to focus on strategic roles.Youtube: https://youtu.be/6wkZXxxC4Ys?si=lp1I_AogIT4Fm2XyDaragh Morrissey: https://www.linkedin.com/in/daraghmorrissey/James Caton: https://www.linkedin.com/in/jmcatonAgentic AI Playbook:https://aka.ms/AgenticPartnerPlaybookAll platforms: https://linktr.ee/GenerateNowPodcast

What if 80% of new clients were ready to work with you before they ever met you?That's the reality Marcus Sheridan created when the 2008 recession almost bankrupted his pool business. The crisis forced him to rethink his marketing strategy–a shift that transformed his struggling company into the most visited swimming pool website in the world. How? By answering every customer question, even the uncomfortable ones, before the sales meeting ever happened.In this episode, Marcus reveals how financial advisors can apply the same approach to build unbreakable trust, shorten sales lead cycles, and create an overflowing pipeline of clients who already feel like they know, like, and trust you.We dig into the shocking amount of time that consumers spend researching products and services ahead of time, and the answers that advisors dread providing. We also discuss how advisors can leverage video, especially YouTube, to establish themselves as trusted experts in their industry, as well as the risks of being left behind and rendered obsolete by failing to adapt to AI, new technology, and the trust-building power of video.3 of the biggest insights from Marcus Sheridan…#1.) The "Big 5" Sales Topics That Clients Search Before They Hire YouMarcus breaks down the five topics every client wants to know about: cost, problems, comparisons, reviews, and "best of" lists. Bottom line: Advisors who address these topics upfront, win.#2.) How to Build Trust Before They Ever Shake Your HandWhen done right, your marketing becomes the sales process. Marcus proves his point by how clients opened the door saying, “Marcus from the pool video is here!”#3.) Why Video Content Is Your New Sales FunnelGoogle is sending less traffic to websites, thanks to AI. But YouTube traffic is up. Marcus shares how AI and buyer behavior are shifting and why your YouTube channel will soon be more important than your website.SHOW NOTEShttps://bradleyjohnson.com/129FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get copies of Marcus' book, "They Ask, You Answer: A Revolutionary Approach to Inbound Sales, Content Marketing, and Today's Digital Consumer" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "129" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP08254657215See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, shares practical strategies for protecting yourself from identity theft. From freezing your credit to creating stronger passwords and monitoring your accounts regularly, Darryl walks through clear, actionable steps you can take to help reduce the risk of fraud. Along the way, Darryl highlights real-life examples and common scams, helping you stay aware and proactive in safeguarding your finances. Show highlights include: • Three preventative measures to help reduce the likelihood of ID theft. • How freezing your credit works and when to consider it. • Tips for creating stronger, harder-to-guess passwords. • Why two-factor authentication can add an extra layer of protection. • Key steps to take immediately if you experience fraud. • Resources like identitytheft.gov and credit bureau fraud alerts. Whether you're looking to better protect yourself, help a loved one, or simply stay informed, this episode offers valuable insight into minimizing the impact of fraud and keeping your personal information more secure.

Pavan Bachwal is a seasoned fintech leader with over 20 years of global experience in executive management, marketing, and GTM strategy. As vice president and head of financial services at Ericsson, he combines deep technical know-how with strategic marketing to drive innovation, partnerships, and customer value across markets. On The Menu:1. Leveraging Transaction Data for Competitive Advantage - API usage and feature optimization.2. Adapting African Mobile Money Success for Europe - Regulatory and market differences.3. Parental Control Innovation for European Markets - Family-focused financial services features.4. Four Pillars of Robust Go-to-Market Strategy - Technology, people, organization, licensing.5. Evolutionary vs Revolutionary Geographic Expansion - Stepwise growth over hockey stick dreams.6. Future of FinTech Marketing Trends - AI, digital assets, and real-time transactions.7. Compliance Requirements for European Deployment - GDPR, SAPA, SWIFT integrations.Click here for a free trial: https://bit.ly/495qC9UFollow us on social media to hear from us more -Facebook- https://bit.ly/3ZYLiewInstagram- https://bit.ly/3UsdrtfLinkedin- https://bit.ly/43pdmdUTwitter- https://bit.ly/43qPvKXPinterest- https://bit.ly/3KOOa9uHappy creating!#PavanBachwal #Ericsson #Outgrow #ProductLaunches #Data #MarketerOfTheMonth #Podcastoftheday #Marketingpodcast

Today's guest is Kelly Dempski, Head of Solutions for Banking, Financial Services, and Insurance (BFSI) at Turing. Turing is one of the world's fastest-growing Artificial Intelligence companies, working with the world's leading AI labs to advance frontier model capabilities and leveraging that work to build real-world AI systems that help businesses solve their toughest problems — delivering real business results, faster, smarter, and at scale. Kelly is a seasoned technology executive and innovator at Turing, where he leads the development of disruptive, business-focused Artificial Intelligence solutions for financial services clients. Over a 30-year career, he has held Managing Director roles at Accenture, Citi, and JPMorgan Chase, as well as working with smaller start-ups. In each role, he has developed solutions that leverage the latest technologies to solve real business problems. As AI becomes increasingly essential to the financial services industry, Kelly offers a grounded perspective on what really makes or breaks enterprise adoption. He explains that the greatest challenges aren't always in the AI models themselves — but in how they connect to legacy systems, regulatory requirements, and fragmented data environments. From document intelligence to client onboarding, Kelly explores the use cases where AI is already delivering measurable value — and how firms can scale that value by starting small and building momentum. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the ‘AI in Business' podcast! This episode is sponsored by Turing. Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

“Being an empathetic leader… knowing who your people are, really caring about them, leading with understanding versus judgment is so critical.”  “If you want to be treated well and given opportunities and, you know, have people invest in you and all those kinds of things, then you got to be willing to do that yourself.” “Vulnerability is not a bad thing. It's actually just showing that you're human and showing your humanness.”   Episode summary | In this conversation, Shannon Cassidy and Susan Chapman Hughes explore the themes of generosity and empathy in leadership. They discuss the importance of aligning organizational vision and mission, the role of empathetic leadership in fostering a positive work environment, and the necessity of authenticity and vulnerability in leaders. The conversation also touches on the significance of empowering decision-making within organizations, navigating conflict, and the impact of AI on leadership and personal growth. R.O.G. Takeaway Tips | Generosity at work is about giving time and respect. Alignment in organizations requires clarity in roles and decision-making. Empathetic leadership is essential for modern organizations. Authenticity and vulnerability are key traits of generous leaders. Conflict can be healthy and necessary for growth. Leaders should empower their teams to make decisions. Disruption is necessary for innovation and growth. AI can enhance personal and professional efficiency. Feedback is crucial for leadership development. Asking for help is a strength, not a weakness.   Chapters |  00:00 The Power of Generosity in Leadership 02:59 Aligning Vision and Mission in Organizations 05:38 The Importance of Empathetic Leadership 09:44 Defining Generous Leadership 12:56 Authenticity and Vulnerability in Leadership 18:10 Navigating Change and Disruption 23:02 Empowering Decision-Making in Organizations 26:03 Leveraging AI for Personal and Professional Growth   Guest Bio | Susan Chapman-Hughes is an accomplished global executive and Fortune 500 public board director with extensive executive leadership and transformation experience across the Financial Services, Technology, and Real Estate sectors. As a public board director, she has led Compensation and Audit Committees for both pre-IPO and established companies in the Technology/SaaS, Consumer Packaged Goods (CPG), and Quick Service Restaurant (QSR) industries. Her operational expertise includes serving in multiple executive roles, including EVP, COO, and CAO, where she has successfully led P&L turnarounds as well as digital, data, and operational transformations. Susan is known as a connected leader with a down-to-earth style, who builds trust, fosters collaboration, and energizes teams. A growth-focused executive, she is highly skilled at leading both large-scale and emerging organizations across the globe. As an innovative leader of positive transformation, Susan is passionate about aligning organizations with their core missions and values. She champions a people-centered leadership approach that is inclusive, empowering, and energizing for all stakeholders.   Bridge Between Resources: 5 Degree Change Course Free N.D.I. Network Diversity Index  Free Generosity Quiz    Credits: Susan Chapman Hughes, Host Shannon Cassidy, Bridge Between, Inc. Coming Next: Please join us next week, Episode 243, Special Guest, Kenon Chen.

In this episode of the RWS Clinician's Corner, Margaret Floyd Barry sits down with Jennifer Payeur to explore a fascinating and often overlooked branch of plant medicine: Gemmotherapy and the use of concentrated plant stem cell extracts. They discuss the science, history, and transformative potential of these remedies in supporting detoxification, organ rejuvenation, and cellular health. Jennifer breaks down how these unique plant bud extracts differ from traditional herbal therapies and how they can be integrated into holistic protocols to enhance healing.   In this interview, we discuss:      -What the term “gemmotherapy” means and how plant buds are different from adult plants    -The mechanisms of action and unique properties of plant stem cells    -Clinical applications and protocols using plant stem cells (how to choose the appropriate plant, dosing, etc.)    -Compatibility with other modalities and supplements, as well as contraindications    -The energetic, emotional, and spiritual dimensions of using plant stem cells    -The importance of sourcing, quality, and processing   The Clinician's Corner is brought to you by Restorative Wellness Solutions.  Follow us: https://www.instagram.com/restorativewellnesssolutions/    Connect with Jennifer Payeur: Website: www.nature-provides.com Facebook: https://www.facebook.com/pscnatureprovides/ Instagram: http://Instagram.com/natureprovidesus LinkedIn: https://www.linkedin.com/company/psc-nature-provides/   To get Jennifer's book, Ancient Plant Wisdom, click here. To watch the documentary Unlock the Ancient Secrets of Plant Stem Cells, click here.    Use the code RWS10 for 10% off of your first order.   Timestamps:  00:00 "From Nature to Numbers" 06:25 Unexpected Business Decision and Healing 08:13 Unique Qualities of Plant Buds 10:08 "Gemmotherapy Revival: Modern Discovery" 13:47 Detoxification and Drainage Explained 17:49 Evaluating Clinical Strategy Integration 21:00 Enhancing Clinical Processes with Supports 25:29 "Gemo Therapy Allergy Solution" 27:01 "Betulinic Acid: Cancer Cell Apoptosis" 31:13 Organic Herbal Extract Ingredients 32:35 Healing Timeline: 60-90 Days 38:14 Deeper Understanding of Imbalances 40:24 Healing Plants and Energy Beliefs 43:34 "Gemotherapy Plus: Enhancing Quality" 45:40 Sacred Harvesting and Processing Ritual 50:48 "Blackcurrant: Anti-Inflammatory Powerhouse" 52:01 "Fertility Masterclass for Practitioners"   Speaker bio:    Jennifer Payeur is a passionate advocate for the healing power of nature. After experiencing a life-threatening health issue, she left a 29-year career as an executive in Financial Services and embarked on a journey of self-discovery, reconnecting with the inherent healing properties of plants.    In 2019, she founded Nature Provides, an innovative plant stem cell company. Her mission is to educate and empower others on how these unique plant remedies detoxify, strengthen, and rejuvenate the cells in the body, bringing vibrant health to the individual.    She wrote a book called Ancient Plant Wisdom – How to Improve and Maintain Your Health Using Concentrated Plant Stem Cell Remedies (Jan 2025) and filmed a documentary titled Nature Provides – the Ancient Wisdom of Plant Stem Cells (Mar 2025) in support of her mission to educate others on healing holistically. Keywords: plant stem cell therapy, gemmotherapy, functional health, detoxification, drainage, liver support, immune system health, hormone balancing, chronic illness, cancer recovery, autoimmune conditions, inflammation reduction, nervous system support, adrenal health, red light therapy, herbal medicine, spagyric process, embryonic plant cells, juvenile phytohormones, heavy metal detox, ancestral plant wisdom, practitioner resources, holistic healing, clinical protocols, personalized medicine, energy medicine, sweet almond, black currant, artichoke, betulinic acid   Disclaimer: The views expressed in the RWS Clinician's Corner series are those of the individual speakers and interviewees, and do not necessarily reflect the views of Restorative Wellness Solutions, LLC. Restorative Wellness Solutions, LLC does not specifically endorse or approve of any of the information or opinions expressed in the RWS Clinician's Corner series. The information and opinions expressed in the RWS Clinician's Corner series are for educational purposes only and should not be construed as medical advice. If you have any medical concerns, please consult with a qualified healthcare professional. Restorative Wellness Solutions, LLC is not liable for any damages or injuries that may result from the use of the information or opinions expressed in the RWS Clinician's Corner series. By viewing or listening to this information, you agree to hold Restorative Wellness Solutions, LLC harmless from any and all claims, demands, and causes of action arising out of or in connection with your participation. Thank you for your understanding.  

Join Mark at Credit Union Conversation today as we talk to Todd Stauffer, a seasoned relationship manager in the world of credit unions, about his career journey and insights on business lending and financial services. With years of experience working with credit unions and big banks, Todd shares his unique perspective on what drives success in the industry and how relationship managers can build strong business relationships. From discussing the differences between big banks and credit unions to sharing his favorite summer activities, Todd offers a wealth of knowledge and entertaining stories. Tune in for an engaging conversation that explores the world of credit unions and business lending.IN THIS EPISODE:(00:00) Intro: Meet Todd Stauffer(01:34) Todd's early career experience in finance(04:23) Todd discusses the impact of Wells Fargo shutting down its Financial division(06:37) Todd Stauffer's experience working with South Carolina Federal Credit Union.(09:55) Working with big banks vs. credit unions(12:00) Working with credit unions allows access to decision-makers and a personalized approach to serving members(14:08) How to connect with Todd Stauffer and other credit union professionals at MBFSKEY TAKEAWAYS: Credit union culture and values are distinct from big banks, with a focus on serving members and communities. Todd Stauffer shared his experience working with both big banks and credit unions, highlighting the differences in product management, decision-making, and community involvement.Emphasizing business lending expertise within credit unions, relationship managers like Todd play a key role in managing commercial portfolios, supporting local communities, and offering personalized service. This approach stands in contrast to the big bank experience, underlining the advantage credit unions offer in building direct connections and providing tailored loans and financial solutions.Community involvement is essential for credit unions to understand the needs of their members and provide effective solutions. Todd Stauffer's work with credit unions and his involvement in local communities highlight the importance of building relationships and trust with members and community leaders.RESOURCE LINKSMark Ritter - WebsiteMark Ritter - LinkedInTodd Stauffer - LinkedInKEYWORDS: Credit Union, MBFS, Todd, Stauffer, Lending, Business, Loans, Relationship, Manager, Credit Unions, Business Lending, Community Involvement, Financial Services, Member Service, Pittsburgh, Community, Members, Finance, Portfolio, Commercial

Today's guest is Gautam Samanta, President and Executive Director, Head of Global Banking and Financial Services at Coforge. Coforge is a global IT services firm specializing in digital solutions for industries such as banking, insurance, travel, and manufacturing, with a focus on domain-driven consulting and emerging technologies like AI and cloud. Gautam joins Emerj Editorial Director Matthew DeMello to unpack how banking and financial services leaders can align digital transformation with business goals, move generative AI and blockchain initiatives beyond the hype, and build resilience through cybersecurity, modernization, and global delivery strategies. Their conversation also explores how mid-market banks are scaling offshore capabilities, and why strong data governance and a clear cultural vision are critical to navigating the next wave of change in financial services. Want to share your AI adoption story with executive peers? Click emerj.com/e2 for more information and to be a potential future guest on Emerj's flagship' AI in Business' podcast! If you've enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!

The surging AI investment in recent tech earnings reports shows that mega forces – big structural shifts like AI – are key drivers of returns. Yet no one knows the long-term outcomes of the economic transformation these mega forces are powering. Devan Nathwani, Portfolio Strategist at the BlackRock Investment Institute, breaks down why it's important to track multiple scenarios when building long-term portfolios today.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM0825U/M-4735781

In this episode of Grow a Small Business, host Troy Trewin interviews Nick Ellsmore, ex-founder of Hivint, a cybersecurity consulting firm he co-founded in 2015 and sold in just three years for $23M. Nick shares how he went from starting his first business during university to exiting two companies for a combined $47M. He talks about building Security Colony to give small businesses access to enterprise-grade tools, the importance of storytelling in marketing, and creating a strong, values-driven culture. A few years on from leaving the business, Nick reflects on his journey, the mindset shifts that helped him grow, and the lessons learned from scaling fast in a demanding industry. Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress points during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Nick Ellsmore, the hardest thing is maintaining focus, momentum, and the “will to keep your business alive” through the rollercoaster of small business growth. Staying consistent when things get tough is often what defines long-term success. What's your favorite business book that has helped you the most? Nick Ellsmore has shared that his favorite business book is Early Exits by Basil Peters. It helped him understand how to structure businesses for strategic acquisition, especially when building with an exit in mind. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Nick Ellsmore recommends the 90 Day Year by Todd Herman, a goal-setting and execution system that breaks the year into manageable 90-day sprints. It helped him stay focused on what truly moves the needle in business. What tool or resource would you recommend to grow a small business? According to Nick Ellsmore, the One Page Strategic Plan from Verne Harnish's Scaling Up is a game-changing tool. It helps align teams, clarify strategy, and focus everyone on priorities—all in one concise page. What advice would you give yourself on day one of starting out in business? Nick Ellsmore has shared that if he could go back, he'd simply tell himself, “It's going to be okay.” Despite the challenges and stress, everything will work out. Trust the process, keep pushing, and don't forget to breathe. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Success in business isn't about brilliance, it's about consistency and the will to keep going – Nick Ellsmore For your team, for your clients, for potential acquirers, story-telling is key: Why you? Why now?  – Nick Ellsmore If you want to sell your business one day, start building it that way from day one – Nick Ellsmore  

Show Highlights:-The emotional allure of upfront transition compensation - and why it's misleading-How to evaluate a deal over 10-15 years, not just day one.-Common pitfalls advisors overlook when calculating effective payouts.-How Elite's pro forma models bring hidden deal structures to light.-Why choosing the right firm can double or triple your business potential.-The value of making the right move - not just the next one.Whether you're exploring a transition or already in conversations with a firm, this episode delivers the insights you need to make a fully informed decision - one that supports your business long-term.

 This is Matt Reustle. Today's Breakdown caters to both public and private investors alike. My guest is Aaron Cohen, head of the Financial Services and Technology Group at GTCR, and our topic is insurance Brokers. I was initially intrigued by Aaron and GTCR after seeing their announced $13 billion sale of Assured Partners to Arthur J.Gallagher, an incredible success story in the insurance brokerage space that we covered in a previous breakdown.  But, what I failed to appreciate, and you'll hear Aaron politely correct me in the episode, is that not only did GTCR own Assured through two separate periods, they actually built the business with CEO Jim Henderson from the ground up. We cover GTCR's approach to scaling businesses, the nuances of their leadership strategy, and why this space is so attractive to the PE market. Please enjoy this Breakdown on the insurance brokerage space.  For the full show notes, transcript, and links to the best content to learn more, check out the episode page⁠⁠⁠⁠ ⁠here⁠⁠⁠⁠⁠. —- Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit⁠⁠⁠⁠⁠ joincolossus.com/episodes⁠⁠⁠⁠⁠. Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠). Show Notes (00:00:00) Welccome to Business Breakdowns (00:03:34) GTCR's Investment Strategy (00:05:31) Importance of Leadership in Investments (00:10:04) Insurance Brokerage Industry Insights (00:12:52) Changes and Trends in Insurance Brokerage (00:27:49) Role of Technology in Insurance (00:31:25) The Challenges of System Integration (00:32:52) Revenue Growth in the Insurance Industry (00:33:39) The Impact of Social Inflation (00:34:25) Emerging Risks and Cybersecurity (00:35:12) Insurance Brokers and Revenue Models (00:40:45) Financial Metrics and EBITDA Margins (00:42:58) Private Equity and Insurance Brokerage (00:45:49) The Assured Partners Story (00:54:16) Risks and Market Cycles in Insurance (00:57:35) Regulation and Industry Stability (00:58:49) Lessons From This Industry

In This Episode This week on Breaking Banks, we focus on a fundamental topic in financial services: trust. Trust is the cornerstone of any successful banking relationship. Consumers trust their financial institutions to protect their information and funds—and that trust is warranted. We have guarantees like FDIC insurance to back it up. The importance of trust is acutely felt in community banking. In this episode, Jason Henrichs introduces us to Carie Kelly, Senior Vice President and Digital Banking Officer at Claremont Savings Bank, and Stephen Lewis, President and CEO of Thomaston Savings Bank. Listen in as they talk about trust, what their community banks are doing to build and enhance it, and how they're preparing for advanced issues in banking. A $124 trillion opportunity in the U.S. lies in the current transfer of intergenerational wealth. Emily Cisek, Founder and CEO of Paige—a comprehensive life planning and succession software platform for families and small businesses—joins us to discuss a recent partnership with both Claremont Savings Bank and Thomaston Savings Bank, helping them serve as trusted advisors in generational transitions. It's an engaging episode with implications and applications for all generations and age groups. Enjoy the episode, and let us know what you think!

This week on the show, Revill sits down with father and son duo Cameron and Kevin Connaughton, the founders of Rhodeway Financial. This amazing nonprofit provides free financial planning and literacy services to underserved communities right here in Rhode Island. We are joined by guest co-host Nikoli Blinow OMpowerment Psychotherapy for a powerful conversation about their work. Links & Resources: Work with Rhodeway Financial: Rhodeway.org | LinkedIn Work with Nikoli Blinow  Ompowermentpsych.com | LinkedIn Sponsors: Providence Children's Museum | Get Your Tickets To Play On! Oct 17th 2025 PVD FEST The People's Festival of Art, Music, and Culture September 5 & 6th Get Your Beach Pass | Riparks.ri.gov/beaches Stay Connected: @HeyRhody | @PVDMonthly | @So_RI | @thebay_mag Follow Revill: @letschatrevill Subscribe to our YouTube Channel: youtube.com/@heyrhody This episode was recorded at Conversations Studio. Book your session today. Interested in advertising with Hey Rhody? Email us at Mail@HeyRhody.com

From protecting quarterbacks to protecting retirements, Triad Member, Terence Brown never stopped being a left tackle.After a career playing Division I football at BYU and a stint in the pros, he transitioned into financial services and brought his team-first mindset with him. Today, he leads Left Tackle Advisors—a fast-growing planning firm where protecting people's blind sides isn't just a tagline, it's deeply embedded in the culture.In this episode, Terence shares how he evolved from high-volume product sales to a planning-first model. He doesn't serve as many people, but the relationships got deeper, the work got better, and the clients got bigger.He unpacks how that transition fueled growth from $5M to $33M in annual new assets, how intentional language transformed his team's culture, and why the advisors who win long-term will be the ones who build real relationships—not just retirement plans.3 of the biggest insights from Terence…#1.) Why Language Matters More Than You ThinkTerence calls his clients “teammates”— and that one change has transformed the culture of his firm. His team doesn't “serve clients”; they protect their teammates. That small shift in language has created deeper connection, more ownership, and a community retirees actually want to be part of.#2.) Feedback Is a Superpower (If You Can Get Over Your Ego)Every athlete watches game film to improve. Terence brings that same philosophy into his business—recording every seminar, prompting AI to coach him, and treating every piece of feedback like a gift. His secret? Separating the message from the messenger so growth doesn't get blocked by ego.#3.) Solve Bigger Problems, Serve at a Deeper LevelBy shifting from a product-driven model to holistic planning, Terrence increased his average client AUM to over $700K — a significant jump from the smaller transactional accounts he started with. Fewer clients. Bigger impact. Stronger relationships. That's how he's building a firm and a legacy that lasts.SHOW NOTEShttps://bradleyjohnson.com/128FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.Terence Brown is an Investment Adviser Representative of Coppell Advisory Solutions LLC, dba, Fusion Capital Management, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Insurance and annuity products are not sold through Fusion Capital Management. Fusion does not endorse any annuity or insurance product, nor does it guarantee any insurance or annuity performance. Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from Fusion's investment advisory fees. TP08254635397See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Andrew Betts (https://bickling.com/) is a Certified Financial Planner and is a Partner and a Financial Advisor at Bickling Financial Services. Bickling Financial Services, located in Lexington, Massachusetts, was founded in 1984 to provide financial advisory and asset management services to individuals and families.  Andy keeps business owners and managers on track by researching and evaluating investment choices to help management maintain the optimum investment menu in each plan.In this episode, Chris and Andrew discuss:1. Planting Seeds for Long-Term Growth: The Power of Patience2. How Financial Advisors Can Learn from ‘The Big Short' and 20083. Women Pioneers in Finance4. Bringing Psychology into Financial PlanningLinkedIn: https://www.linkedin.com/in/andrewhbetts/ Company LinkedIn: https://www.linkedin.com/company/bickling-financial-services/people/ Website: https://bickling.com/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. 

Think you know how money works? Think again.   In this episode of the Wealth Wisdom Financial podcast, Brandon sits down with Grant Thompson, a financial strategist with 30+ years of boots-on-the-ground experience and a fierce passion for flipping the traditional money script.   Grant, a partner at Thompson & Thurman in Amarillo, TX, unpacks the Infinite Banking Concept and how he's helped clients, from business owners to families, take back control of their finances.   Inspired by Nelson Nash, Grant shares the pivotal moment that changed everything for him, and how that led to using whole life insurance, annuities, and cash flow strategies to build wealth outside Wall Street.   We're talking:

In today's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, explores a timely question: Is the economy actually doing better than we think? While pessimism often dominates the news cycle, this episode highlights five key indicators that suggest economic resilience in 2025 - and what that means for long-term investors. Darryl breaks down: -Why employment trends may be stronger than they appear - even with recent layoffs. -How recent corporate earnings from companies such as Nvidia, Microsoft, and Meta have been interpreted as signals of underlying strength. -The real-world impact of AI in business and how it's driving profitability and efficiency. -What investors should understand about tariffs, trade policy, and global supply chains. -How recent deregulation is giving companies room to grow and innovate. If you've been wondering, “Should I still be investing right now?” or “What economic data actually matters?” - This episode offers thoughtful perspective. Tune in to gain clarity, filter through the noise, and make informed decisions rooted in your values and the broader economic landscape. Resources: https://www.morningstar.com/economy/job-growth-slowed-may-labor-market-remains-healthy-now  https://www.deloitte.com/us/en/insights/topics/economy/spotlight/US-labor-market-US-headline-numbers.html  https://abcnews.go.com/Business/trumps-tariffs-achieved-experts-weigh/story?id=123859218

More people are claiming Social Security early in 2025. Robert Brokamp speaks with Dr. Michael Finke, a professor at the American College of Financial Services, about why he thinks this is likely a mistake for most retirees.Also in this episode:- How much money do you need to be financially comfortable, and how much makes you wealthy?- Which countries' stock markets are performing the best in 2025-A unique way to measure the stock market's valuationHost: Robert BrokampGuest: Dr. Michael FinkeEngineer: Adam Landfair Learn more about your ad choices. Visit megaphone.fm/adchoices

This is an episode of The Specialist, produced by Intelligence Squared in partnership with Sotheby's. In The Specialist, explore the significance and journey of an extraordinary work through the eyes of those that know it best. On today's episode, the legendary Shahnameh – the Persian Book of Kings – an epic poem composed of around 50,000 rhyming couplets that recounts the mythical and historical past of the Persian Empire. Head of Islamic and Indian Art, Benedict Carter tells the tale of how one remarkable version of the Shahnameh, containing 258 pictures, was split up. And takes us through to the spectacular, record-setting sale of one of its illustrated folios. ⁠Further details about the episode subject⁠  The Specialist is brought to you by Sotheby's Financial Services. SFS offers asset-based loans to unlock the value of your fine art, automobiles and other luxury collectibles. Visit ⁠sothebys.com/sfs⁠ to find out more. To step further into the World of Sotheby's, visit any one of our galleries, which are open to the public. Explore more at ⁠sothebys.com⁠.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Topics covered include:-Why comparing payout percentages rarely tells the full story.-How custom pro formas cut through the noise and reveal the real net numbers.-The top mistakes advisors make when analyzing firm economics.-How a $100K difference can shrink fast when you factor in headcount, taxes, and firm fees.-What actually moves the needle in long-term success (hint: it's not the ticket charges).If you're evaluating a potential move or feeling stuck in analysis paralysis, this episode is your wake-up call to stop splitting hairs and start focusing on what really matters.Listen now and be sure to subscribe on your favorite podcast platform. Want to connect with Frank and the team? Reach out at:Frank@EliteConsultingPartners.comStacey@EliteConsultingPartners.comDM Frank on Instagram: @FrankLaRosa.Elite