Podcasts about Financial services

Key Highlights from the Episode:0:00 – Introduction1:02 – Should I stay or should I go next year?  2:27 – Why Q4 is often the best time to transition  3:59 – How holidays and client schedules factor into timing  5:35 – Deferred comp considerations for advisors  10:23 – Why firms sweeten deals in Q4 to hit quotas  12:48 – The myth of the “perfect” time to move  14:42 – Leveraging holiday parties and events for client communication  17:08 – Why every advisor's timing decision is unique  23:12 – Emotional readiness vs. waiting too long  25:27 – Rip the Band-Aid off: once you decide, just go  27:09 – Risks of delaying and firm pushback  28:11 – How to connect with Frank & Stacey  Resources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Garrett Gunderson has worn a lot of hats—New York Times bestselling author, financial educator, entrepreneur, and even stand-up comedian. And in this episode, he connects the dots between all of them to give advisors fresh tools for both business and life.We explore what advisors can borrow from stand-up comedy to level up their presentations, how the Rockefellers built a system to preserve wealth while the Vanderbilts lost theirs, and the advanced tax strategies that capture the attention of entrepreneurs and high-net-worth clients.3 of the biggest insights from Garrett …#1.) How Comedy Translates Into More Engaging PresentationsAdvisors face the same challenge as comedians: keeping an audience engaged. Garrett explains why presence matters more than polish, how to handle disruptions with confidence, and why the best connection often comes from the unplanned moments.#2.) The Rockefeller Method in ActionTwo wealthy families took very different paths: the Rockefellers built a system that preserved wealth for seven generations, while the Vanderbilts lost theirs in just three. Garrett unpacks the specific tools—like trusts, family constitutions, and insurance—that made the difference.#3.) The Tax Plays That Make Affluent Clients Lean InEntrepreneurs and high-net-worth families don't want surface-level advice—they want strategies they've never heard before. Garrett shares advanced ideas like reclassification of income, overlooked deductions, and even how donating art can unlock surprising tax advantages.SHOW NOTEShttps://bradleyjohnson.com/135FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a free digital copy of Garrett's book, "What Would the Rockefellers Do? "To get access to today's gift, visit GarrettGunderson.com/bradFOLLOW 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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

What does it really mean to future-proof financial data? That's the question at the heart of my conversation with George Rosenberger, General Manager of NYFIX at Broadridge. George has spent his career moving through every corner of the capital markets, from trading desks to broker-dealers, and now into the software side where he oversees order routing, post-trade matching, and the adoption of new AI tools. His perspective is uniquely positioned between the history of financial markets and their rapidly accelerating future. This discussion takes inspiration from Broadridge's fifth annual Digital Transformation and Next Gen Technology study, which collected insights from more than five hundred technology and operations leaders across financial services. The survey highlights both the progress and the pressure points facing the industry. Forty-one percent of leaders still cite data security as a major hurdle, and while cloud, AI, and cybersecurity dominate the technology stack, a third of firms still lack security built into their core systems. George explains why this gap persists, how legacy platforms complicate modernization, and what steps firms can take to extract value from old infrastructure while preparing for what's next. We also explore the irony that many organizations overestimate their digital maturity. Generative AI adoption has surged from forty to seventy-two percent in a year, but governance, compliance, and data quality concerns remain. George stresses the importance of measuring outcomes, not just intentions, and shares how Broadridge is approaching AI responsibly through initiatives like its Algo Copilot, which helps traders make sharper decisions. If you're curious about how financial services can strengthen cybersecurity, reduce technical debt, and rethink data strategy as a true engine of innovation, this episode offers both a candid reality check and a roadmap. The speed of change is staggering, but with the right strategy, leaders can build resilience and stay ahead in a digital-first world.

This week's guests are Samir and Kunal from Farsight. Farsight is transforming how financial firms operate by automating the most time-consuming parts of dealmaking, from drafting pitch decks to generating investment insights, in seconds instead of weeks.We dive into Samir's journey from Wall Street to building Farsight, and why AI is reshaping the workflows at the heart of finance. We cover how power users are creating entire pitchbooks in minutes, how firms leveraging Farsight are winning more deals and sharpening pricing strategies, and why owning the full workflow is the key to lasting advantage. We also discuss their approach to high-sensitivity use cases, where models are deployed directly into customer environments and tuned for bespoke needs.Episode Chapters:2:02 - CS at MIT5:30 - The catalyzing factor10:36 - Agents to automate financial services13:20 - Your new PE analyst16:30 - Owning the workflow19:25 - Selling to banks 21:45 - Build vs buy25:20 - Foundation models & frameworks31:27 - Becoming a manager34:10 - Fundraising advice36:40 - Augmenting junior analysts41:00 - How AI teaches us to work 42:25 - Quick fire roundAs always, feel free to contact us at partnerpathpodcast@gmail.com. We would love to hear ideas for content, guests, and overall feedback.This episode is brought to you by Grata, the world's leading deal sourcing platform. Our AI-powered search, investment-grade data, and intuitive workflows give you the edge needed to find and win deals in your industry. Visit grata.com to schedule a demo today.Fresh out of Y Combinator's Summer batch, Overlap is an AI-driven app that uses LLMs to curate the best moments from podcast episodes. Imagine having a smart assistant who reads through every podcast transcript, finds the best parts or parts most relevant to your search, and strings them together to form a new curated stream of content - that is what Overlap does. Podcasts are an exponentially growing source of unique information. Make use of it! Check out Overlap 2.0 on the App Store today.

Key Highlights from the Episode:2:55 – Why advisors avoid executing on tech integrations and what stops them from leveraging the tools available4:45 – How JEDI offers a cost-effective alternative to hiring full-time tech staff for CRM and custodial support6:10 – Data hygiene explained: why it matters for compliance, efficiency, and business valuation7:45 – Succession planning and clean data: how preparation today drives higher multiples tomorrow10:50 – Custodian and CRM integrations (Salesforce, Redtail, Wealthbox) that streamline advisor workflows13:00 – Why scalable, repeatable processes matter for growth and long-term success14:20 – The rise of AI tools in wealth management and how advisors can take advantage16:05 – JEDI's new partnerships: approved with Schwab, plus collaborations with Salesforce, Wealthbox, and Redtail18:10 – Freeing up staff through workflows and automation so advisors can focus on growth and client relationshipsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

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Hosts: Lalo Solorzano & Andy Shiles Guests: Marcus Eeman (Director, Customs Systems & Process, Flexport) & Alex Nederlof (Sr. Director, Trade & Financial Services, Flexport) Published: September 18, 2025 Length: ~39 minutes Presented by: Global Training Center

“I focus on contributing and winning—and it's not winning for me—it's winning for everyone on my team.” - Pete HilgerThank you for tuning in to The CUInsight Network, with your host, Robbie Young, Vice President of Strategic Growth at CUInsight. In The CUInsight Network, we take a deeper dive with the thought leaders who support the credit union community. We discuss issues and challenges facing credit unions and identify best practices to learn and grow together.My guest on today's show is Pete Hilger, CEO and president of Allied Solutions, a leading provider of products and services to the credit union industry. Pete shares his fascinating journey, from a young man with entrepreneurial ambitions to his current role leading a company that has a $3 billion annual impact on the credit union industry. Pete describes how he initially wanted to be an entrepreneur, but after a stint in the military, he ended up co-founding a document destruction business with his brother, an experience which taught him the realities of running a company which then led to an opportunity to join his family's business.In our conversation, Pete reveals how he worked his way up through the organization, eventually becoming President and then CEO when the company was sold to Securian in 2004. He discusses the importance of understanding a business from the ground up and how that has made him a stronger and more effective leader. He also discusses the various services Allied Solutions provides to credit unions, from generating non-interest fee income to asset recovery management. He highlights the company's focus on trust in its partnerships, openly sharing financial details to build long-term relationships.As we wrap up, Pete touches upon his deep admiration for his mom and shares insights into leadership, work-life balance, and the importance of gratitude and positivity. Enjoy my conversation with Pete Hilger!Find the full show notes on cuinsight.com.Connect with Pete:Pete Hilger, C.E.O. and president of Allied Solutionsalliedsolutions.net Pete: LinkedInAllied Solutions: LinkedIn | FacebookBook mentioned: Tools of Titans by Timothy Ferriss

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

In this episode of One Vision, we sit down with Allison Cerra, Chief Marketing Officer at Alkami, to explore how anticipatory banking moves financial services beyond personalization into prediction. The conversation dives into the evolution of consumer technology in financial services, drawing parallels with the music industry, and highlights the importance of personalization and hyper-personalization at scale. They explore how AI and behavioral data are transforming the banking experience, the significance of the $84 trillion intergenerational wealth transfer, and the implications for regional and community financial institutions. Join Allison and Theo for a dynamic discussion on the challenges and opportunities in creating a better digital banking experience for all generations.#AI #Fintech #FinancialServices #BankingIndustry #AnticipatoryBanking 

A lot of people have a dream job that they really want to do. Many people don't pursue it. There are lots of reasons for staying where you are instead of taking the leap into the unknown. Some of the reasons, like money or location, are valid. But some of the reasons, like the one given in this episode aren't really barriers. Listen to my short humor story about how to walk away from your dream job.   https://www.TheWorkLady.com Jan McInnis 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.             

In the final episode of our three-part deep dive mini-series, host Tessa Norman is joined by Alex Bertolotti, PwC UK's Insurance Leader, and Samantha Jones, Director in PwC UK's insurance risk and regulation practice, to explore the dynamic forces reshaping the insurance sector.  Our guests unpack the growing pressures facing insurers – from cost inflation and consolidation trends to regulatory scrutiny and climate risks – and share insights on how firms can respond. The discussion covers the FCA's evolving regulatory approach, technological transformation across underwriting and claims, and the implications of emerging AI use cases. We also explore how insurers can balance commercial sustainability with fair value, and the role of data and MI in driving better customer outcomes. You can contact our PwC speakers if you'd like to discuss any of the topics covered, at tessa.norman@pwc.com, alex.bertolotti@pwc.com, and samantha.x.jones@pwc.com  You can access the publications mentioned in the podcast below: PwC Insurance Banana Skins: https://www.pwc.co.uk/insurance/assets/pdf/insurance-banana-skins-2025.pdf   To hear more from us on financial services risk & regulation, you can also access all our regular publications at this site: https://www.pwc.co.uk/industries/financial-services/understanding-regulatory-developments.html.   

In this episode of Be In Front, a special series in partnership with KPMG in Singapore, we unpack the values and strategies that keep organisations not just prepared, but to Be In Front. Here, we explore how Courage empowers leaders to take strategic risks, embrace bold ideas, and drive sustainable success. Anton Ruddenklau, Partner, Head of Financial Services at KPMG in Singapore, shares insights from advising more than 200 growth projects, and how courage is shaping the future of payments, fintech innovation, and responsible AI adoption.See omnystudio.com/listener for privacy information.

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

In this heartfelt episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, is joined by guest Charles Garcia for a powerful conversation reflecting on the life, faith, and legacy of Charlie Kirk. Darryl shares the story of PAX's national strategic relationship with Charlie, how it came to be, and the impact it had on the PAX family. Together, Darryl and Charles discuss the heart of Evangelism, the courage it takes to be obedient to God's calling, and how figures like Charlie stand on the shoulders of those who came before - missionaries, preachers, and ordinary believers whose faith sparked revival across the world. This episode explores themes of grief, hope, and revival, offering encouragement to see tragedy as a catalyst for deeper faith and greater intentionality in our own lives. From stories of Jim Elliot and John Paton to the everyday practice of “stacking pancakes” in gratitude, listeners are reminded of the eternal perspective that shapes how we live and lead today. Whether you knew Charlie Kirk personally or simply want to be encouraged by his story, this episode will leave you inspired to be bold, obedient, and faithful in your own journey.

Having developed an impressive range of financial products – from banking to capital markets to investment management – what is next for Oman's Islamic financial services sector? What strategic initiatives are influencing this development, and what role do regulators and financial institutions have to play?Moderator:Asad Qayyum, Managing Partner, MAQ LegalPanelists:Ali Ahmed Al Lawati, AGM – Meethaq Corporate Banking, Meethaq Islamic BankingAli Hassan Moosa, Financial Expert/Adviser, Ministry of FinanceKhalid Al Kayed, CEO, Bank NizwaMohammed Said Al Abri, CEO, Muscat Clearing and DepositoryThamer Al Shahry, Partner, SASLO

We stay risk-on. A notable slowing of activity without recession should support Fed rate cuts, stocks and the AI theme, explains Glenn Purves, Global Head of Macro at the BlackRock Investment Institute. 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.BIIM0925U/M-4820992

This episode will hit you where it hurts, but leaders need to hear this. Today, we're talking to Nick Calver, VP of Financial Services at Palo Alto Networks. We discuss the importance of overcoming adversity in leadership, how understanding core values can guide career decisions, and why balancing work and family life is crucial for long-term success. All of this right here, right now, on the Modern CTO Podcast!  Thanks to Fin for sponsoring this episode. To learn more about the #1 AI agent for customer support, go to fin.ai/cto To learn more about Palo Alto Networks, visit their website here.

Should you hire BDRs or full cycle sales reps? Mark Niemiec, CRO of Salesloft thinks companies are shifting budgets away from BDR teams. At Salesloft, they already made the switch from sales engagement platform to what they call revenue orchestration.Mark's perspective: AE-generated pipeline converts 3-4x better than BDR pipeline. He predicts the BDR role that became popular around 2012 may not exist by 2026. The economics that created the BDR boom - cheap money and abundant VC funding - are gone.Mark runs revenue for a company that serves 5,000+ customers. Salesloft has captured 5-6 billion sales data points over time. When he talks about fundamental changes in B2B sales process, you listen.Mark answers the questions sales leaders are asking: Should you cut your BDR team? How does AI account planning actually work? What's the difference between sales engagement platforms and revenue orchestration? And why do most cold pitches to CROs fail?What Mark covers:

In this episode, we share updates from the Department for International Tax Cooperation; supervisory insights from CIMA; the National Risk Assessment and the new Office for Strategic Action on Illicit Finance; Virtual Asset Service Providers Update; forthcoming legislation and open consultations; and best practice for AML, CTF, CPF and sanctions training.SPEAKERS:Chris Capewell, Partner | +1 345 814 5666 | chris.capewell@maples.com | View bioPatrick Head, Partner | +1 345 814 5377 | patrick.head@maples.com | View bioJennifer Parsons | Professional Support Lawyer | +1 345 814 5429 | jennifer.parsons@maples.com | View bioRESOURCES:Click here for Episode 22 Presentation slidesRelated Services:Maples Group Regulatory and Financial Services AdvisoryWith a depth of experience across all regulated sectors, the Maples Group Regulatory and Financial Services team is positioned to address client needs and sensitivities. We have the largest dedicated Cayman Islands Regulatory and Financial Services team in the offshore market.Follow Us: LinkedIn: https://www.linkedin.com/company/maplesgroup/Instagram: https://www.instagram.com/maplesgroup/Twitter: https://twitter.com/maplesgroupFacebook: https://www.facebook.com/maplesgroup/Website: https://maples.com/podcasts/15-15 Blog: https://maples.com/regulatory-round-up

We'd love to hear from you. What are your thoughts and questions?In this episode of Streams to Impact, Dr. Allen Lomax interviews Bill Rice, a former Air Force officer turned tech entrepreneur, who shares his journey from military service to mastering lead generation. The conversation explores the evolution of lead generation, the impact of AI on marketing strategies, and insights on scaling businesses for success. Bill emphasizes the importance of understanding consumer behavior and the need for businesses to adapt to technological advancements to thrive in a competitive landscape.Main Points:Scaling doesn't mean hustling harder; it's about leveraging systems.Bill Rice transitioned from military to entrepreneurship through curiosity and opportunity.The early days of the internet shaped lead generation strategies.Lead generation is about understanding consumer behavior and patterns.AI is transforming the way businesses approach lead generation.Consumers prefer to educate themselves before engaging with service providers.The demand for unique and original content is increasing with AI.Skilled trades may see a deficit as technology evolves.Businesses need to focus on relieving pain points for customers.Success in scaling requires understanding market needs and delivering efficiently.Connect with Bill Rice:bill@billrice.comhttps://www.linkedin.com/in/billrice/https://x.com/billricehttps://www.youtube.com/channel/UCybXcF5WUxxwjhefKItztsAhttps://billricestrategy.com/https://kaleidico.com/

In this episode of One Vision, we sit down with Allison Cerra, Chief Marketing Officer at Alkami, to explore how anticipatory banking moves financial services beyond personalization into prediction. The conversation dives into the evolution of consumer technology in financial services, drawing parallels with the music industry, and highlights the importance of personalization and hyper-personalization at scale. They explore how AI and behavioral data are transforming the banking experience, the significance of the $84 trillion intergenerational wealth transfer, and the implications for regional and community financial institutions. Join Allison and Theo for a dynamic discussion on the challenges and opportunities in creating a better digital banking experience for all generations.#AI #Fintech #FinancialServices #BankingIndustry #AnticipatoryBanking

“People feel like they belong when they know their contribution matters.” – Jill Nowacki Welcome to episode 218 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 are talking about belonging! Belonging is more than just inclusion; it's the culture that allows people to show up fully, share ideas without hesitation, and thrive as themselves, and in this conversation, we discuss why belonging is so important for teams and organizations and the barriers that can get in the wayWe look at how leaders can spot the signs that someone on their team isn't feeling a sense of belonging, and how subtle things can inadvertently make people feel excluded. We also highlight the value of listening to understand, not just to respond, and revisiting ideas that may have been overlooked in the moment. Admitting mistakes and making efforts to make things right can strengthen a sense of belonging!We suggest that belonging is essential for unlocking the full potential of teams and driving better business results! We hope that you enjoy our conversation on belonging!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List

With a new administration and evolving trade frameworks, we assess the strategic outlook for the UK's Islamic finance industry both domestically and internationally. We examine priority sectors for regulatory reform, potential policy incentives to stimulate growth, and the integration of Shariah-compliant financial products into mainstream finance. The discussion will also address the development of scalable Islamic offerings to enhance market penetration and financial inclusion.Moderator: Mohammed Paracha, Head of Middle East, Norton Rose FulbrightPanelists:Ahsan Ali, Managing Director and Head, Islamic Corporate and Investment Banking, Standard Chartered SaadiqBashar Al Natoor, Managing Director and Global Head of Islamic Finance, Fitch RatingsDanesh Mahadeva, Chief Financial Officer, Gatehouse BankMoad Giebaly, Partner, Trowers & HamlinsThominah Talukdar, Senior Consultant, Avyse Partners

This interview was recorded at GOTO Copenhagen 2024.https://gotocph.comRuss Miles - Author, Engineering Manager & Chaos Engineering PractitionerKevlin Henney - Consultant, Programmer, Keynote Speaker, Technologist, Trainer & WriterRESOURCESRusshttps://bsky.app/profile/russmiles.bsky.socialhttps://github.com/russmileshttps://www.linkedin.com/in/russmilesKevlinhttps://bsky.app/profile/kevlin.bsky.socialhttps://about.me/kevlinhttps://twitter.com/KevlinHenneyhttps://linkedin.com/in/kevlinhttps://instagram.com/kevlin.henneyhttps://kevlinhenney.medium.comRead the full abstract hereRECOMMENDED BOOKSMiles, Giguere & Smith • Cloud Native Application Protection PlatformsMina, Warda, Marins & Miles • Digitalization of Financial Services in the Age of CloudRuss Miles • Learning Chaos EngineeringChip Heath & Dan Heat • Switch: How to Change Things When Change Is HardDan Pilone & Russ Miles • Head First Software DevelopmentChankramath, Cheneweth, Oliver & Alvarez • Effective Platform EngineeringGregor Hohpe • Platform StrategyMartin Fowler • RefactoringMatthew Skelton & Manuel Pais • Team TopologiesCrossing BordersCrossing Borders is a podcast by Neema, a cross border payments platform that...Listen on: Apple Podcasts SpotifyBlueskyTwitterInstagramLinkedInFacebookCHANNEL MEMBERSHIP BONUSJoin this channel to get early access to videos & other perks:https://www.youtube.com/channel/UCs_tLP3AiwYKwdUHpltJPuA/joinLooking for a unique learning experience?Attend the next GOTO conference near you! Get your ticket: gotopia.techSUBSCRIBE TO OUR YOUTUBE CHANNEL - new videos posted daily!

Highlights include:-The real difference between recurring and advisory revenue - and why it matters for your valuation.-Why managing client assets yourself can decrease your business's value.-Red flags buyers look for, including data disorganization, aging client bases, and weak G2s.-The role of infrastructure, compliance, and staff continuity in boosting buyer confidence.-How to apply the 80/20 rule to client segmentation for greater clarity and value.-Why five years is the sweet spot for prepping your business for sale - and how to get started.If you've ever thought about retiring, even in passing, this episode is your sign to start preparing now. The earlier you act, the more options and leverage you'll have when it's time to make your next big move.Need help building a transferable practice?Visit www.eliteconsultingpartners.com today.

Today's podcast episode is a continuation of a previous repurposed webinar held on August 12th, focusing on emerging opportunities in the consumer financial services sector under the Trump administration. The session aims to provide insights into the evolving regulatory landscape and its implications for businesses and consumers. The first part of the webinar, released last Thursday, September 4, covered  the recently-passed GENIUS Act (which creates a federal infrastructure for Stablecoin); developments in crypto-backed lending and credit builder loans; the mortgage industry; developments in earned wage access and rent-to-own and lease-to-own financing products; and insights on income share agreements. Joining the podcast today are the following members of Ballard Spahr's Consumer Financial Services Group: Kristen Larson, of counsel, provides insights into the open banking rule; John Socknat, co-leader of the Group, speaks on home equity investment products; John Culhane, a partner in the group, relays insights on large installment loans at point of sale; and Dan Wilkinson, an associate, provides an overview of digital wallets. Consumer Finance Monitor is hosted by Alan Kaplinsky, Senior Counsel at Ballard Spahr, and the founder and former chair of the firm's Consumer Financial Services Group for 25 years.  We encourage listeners to subscribe to the podcast on their preferred platform for weekly insights into developments in the consumer finance industry.

Michael Jordan. Kobe Bryant. Two of the greatest to ever play the game.But what set them apart wasn't just physical talent, it was the mental game. The mindset that pushes past pain, silences doubt, and wins long after the body wants to quit. They had an obsession to improve, to compete, and to dominate at the highest level. Where exactly does that come from?Well, one guy who had a lot to do with it is Tim Grover — the world-class performance coach who trained Jordan, Kobe, and a long list of other legends.And here's why this matters to you as a financial advisor: the mindset that creates champions on the court is the same mindset that creates champions in business. Effort and skill will only take you so far. To break through to that next level, you've got to master your mental game.Today, Tim joins the podcast to share some incredible stories from his days training with Jordan and Kobe — and more importantly, how you can take their winning mindset and apply it to your own life and business to go from good, to great, to mastery. 5 of the biggest insights from Tim Grover…#1.) The Hidden Power of Brutal Self-HonestyKobe Bryant kept a private notebook of self-critiques—every weakness, every flaw, every mistake. The willingness to confront hard truths gave him the mental edge that separates legends from everyone else.#2.) How Michael Jordan Chose His TrainerTim's career changed forever when Michael Jordan gave him a shot. The story of how he landed MJ—and kept him as a client for 15 years—shows what it really takes to earn the trust of the best.#3.) Why Mastery Requires Constant EvolutionGoing from good to great isn't the finish line. The greats keep deleting old habits, adding new skills, and reinventing themselves in pursuit of mastery.#4.) From ‘I' to ‘We': The Real Leadership ShiftJordan and Kobe both had to learn that championships aren't won by a single star—they're won when leaders elevate the entire team to play at their level.#5.) Your Most Valuable Commodity: HeartbeatsTim says the true measure of wealth isn't money, it's how you spend your finite heartbeats. Once they're gone, they're gone—so where you invest them matters more than anything.SHOW NOTEShttps://bradleyjohnson.com/133FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get copies of Tim's book, "Relentless" OR "Winning" [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 "133" 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.TP09254797044See 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 Security Matters, host David Puner speaks with Andy Parsons, CyberArk's Director of EMEA Financial Services and Insurance, whose career spans from the British Army to CISO and CTO roles in global financial institutions. Andy shares hard-earned lessons on leadership, risk management, and the evolving cybersecurity landscape in banking—from insider threats to machine identity governance and the rise of agentic AI.Discover why “you can't secure what you can't see,” how manual processes fail at scale, and why treating machine identities as “first-class citizens” is no longer optional. Andy also explores the privileged access paradox, dynamic access management, and how AI is reshaping compliance, trading, and operational resilience.Whether you're a security leader, technologist, or financial executive, this episode offers strategic insights and practical steps to future-proof your organization in an era of accelerating digital risk.

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, continues his two-part series on the core financial principles that have guided his career, his clients, and his community. Building on last week's first ten principles, Darryl shares principles 11 through 20 - covering why retirement should be a pivot into purpose, why your net worth is a scorecard (not your identity), and why the market behaves like a child with a yo-yo on an escalator. He also discusses the healthy tension between focus and diversification, the importance of taking responsibility for your own money, and why investing in yourself often produces the greatest return. Other key takeaways include: The underrated power of compound interest and patience. Why paying taxes doesn't mean leaving a “tip.” How thinking long term changes not just your finances, but your health, family, and legacy. Whether you're planning for retirement, building your business, or simply trying to stay grounded, these timeless lessons may help you see money - and life - with greater clarity, purpose, and peace. If you enjoyed today's episode, be sure to share it with a friend or family member! Resource:  https://www.quiriniwealthgroup.com/documents/FG/quirini/insights/635982_sP_write_up-Revised.__SQ.pdf

The latest installment of Extra Credit has Dawn Figlioli, VP of Sales, Financial Services at TransUnion, stepping into the host seat, guiding a conversation with Craig and Josh on the latest credit market insights. The trio explores the current lending environment, marked by both stability and caution, and dives into the surprising growth at both ends of the credit spectrum. They discuss rising delinquencies in auto and mortgage, the evolving role of FinTechs in super prime lending, and how refined risk strategies are reshaping subprime performance. The episode also touches on the regulatory landscape and why consumer optimism may be on the rise — despite economic headwinds. Whether you're a lender navigating uncertainty or a strategist looking for signals in the noise, this episode offers grounded, data-driven perspective on what's next. The information discussed in this podcast constitutes the opinion of TransUnion, and TransUnion shall have no liablity for any actions taken based upon the content of this podcast.

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

In this episode, we demystify the often misunderstood world of surveillance in financial services with Emily Wright, a leading expert in compliance and risk management. Emily breaks down the complexities of employee surveillance, highlighting its real value beyond mere compliance theater. She emphasizes the critical role of human behavior in shaping effective risk management strategies. Join us as we explore how understanding these dynamics can transform your organization's approach to surveillance and foster a culture of integrity and accountability. SHOW NOTES01:25 Career Journey 08:18 Behind the Screens Book 11:43 Obstacles for Trade Surveillance 14:11 Changes for Comms Surveillance 17:35 Technology & AI Influences 22:42 Do the 3 Lines of Defense Hold?

In today's Tech3 from Moneycontrol, Oracle has begun layoffs in India across its Cloud and Financial Services teams, impacting hundreds of employees. Meanwhile, the US HIRE Bill sparks jitters for India's $280 billion IT industry, PhonePe and Google Pay cede ground in the UPI market as challengers like Navi and super.money gain traction, and EV makers including Ola and Ather gear up for a festive sales push in Tier II and III towns.

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 Biondi, Associate Vice President of Moody's Ratings in the Digital Economy Team. Charleyne returns to the program to share her perspective on the rapidly evolving landscape of AI regulation, comparing the EU AI Act, the US sector-specific approach, and emerging international frameworks. She outlines how regulatory divergence is shaping adoption, trust, and compliance costs for companies operating globally. Charleyne also emphasizes the risks of regulatory fragmentation in the US, where state-level laws often impose requirements as stringent as Europe's. 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!

Emerging markets have had a stellar year so far. Axel Christensen, BlackRock Chief Investment Strategist for Latin America, shares the three key drivers we see powering returns and unpacks why selectivity across countries and sectors is key. 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.BIIM0925U/M-4802520

Andrew Lom, US Head of Financial Services and Global Head of Private Wealth in the New York office, joins host Patrick Dolan to discuss how tokenization is reshaping asset-backed finance. Andrew shares insights into how the foundational components of tokenization work together to reduce costs, boost transparency and accelerate settlement through near-instant transactions. We also examine the potential impact of the GENIUS Act and CLARITY Act on driving broader adoption of tokenization.

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, Maurizio Cattelan's Comedian - an artwork that provoked scandal, sparked imagination, and upended the very definition of contemporary art. David Galperin, Sotheby's Vice Chairman, Head of Contemporary Art for The Americas, examines the complexities and challenges that come with bringing such an ineffable and metaphysical artwork to auction. An artwork that dares to ask: who sets the value of art? 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

The ‘AI in Business' podcast connects enterprise leaders with the best insights on how AI is driving measurable impact across regulated industries. In this episode, we highlight Prudential Financial's perspective on scaling AI in customer experience, an area facing both significant opportunity and unique regulatory challenges. By featuring Abhii Parakh, VP and Head of Customer Experience at Prudential Financial, this episode links directly into ongoing conversations with financial services leaders about digital transformation, customer trust, and the rise of agentic AI. Listeners will gain actionable context for how insurance companies can responsibly adopt AI, improve employee and customer outcomes, and prepare for a rapidly changing future of customer interaction. This episode is sponsored by Cognigy. 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! 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!

Other key takeaways include:-Why scalable systems and automation matter for growth and valuation.-How poor processes and outdated tech can undermine succession planning.-The importance of integrating platforms to eliminate inefficiencies.-How AI and automation can support, not replace, advisor expertise.-Why investing in tech today protects your firm's future value.Whether you're focused on growth, preparing for succession, or simply looking to reclaim more time for client relationships, this episode provides actionable insights into how smarter systems create stronger firms.

In the latest episode of our podcast, we explore the significant shifts in the regulatory landscape under the second Trump administration and how these recent deregulatory actions have opened new pathways for banks and FinTech companies by reducing barriers to entry and compliance costs. This evolving environment presents opportunities for innovation and market expansion, although state law oversight, including licensing and regulatory requirements. Today's episode is part one of a two-part series. Joining the podcast today are the following members of Ballard Spahr's Consumer Financial Services Group: Kristen Larson, of counsel, provides insights into the recently-passed GENIUS Act (which creates a federal infrastructure for Stablecoin); Ron Vaske, a partner, covers developments in crypto-backed lending and credit builder loans; John Socknat, co-leader of the Group, speaks on crypto and the mortgage industry; Dan Wilkinson, an associate, provides an overview of developments in earned wage access and rent-to-own and lease-to-own financing products; and John Culhane, a partner in the group, relays insights on income share agreements. Part two of this webinar will be released next Thursday, September 11.  In that episode, Kristen Larson, John Socknat, John Culhane, and Dan Wilkinson, return to continue the conversation, discussing open banking; home equity investment products; home equity loans; buy now, pay later; large installment loans at point of sale; payday loans; and digital wallets to access credit-like features. Consumer Finance Monitor is hosted by Alan Kaplinsky, Senior Counsel at Ballard Spahr, and the founder and former chair of the firm's Consumer Financial Services Group for 25 years.  We encourage listeners to subscribe to the podcast on their preferred platform for weekly insights into developments in the consumer finance industry.

In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Steve Waugh, a legendary enterprise software salesperson. Steve shares his journey from starting at IT resellers to executing some of the largest deals in enterprise software at companies like Blade Logic, BMC, and Medallia. He outlines strategies for identifying champions and detractors, the importance of mindset, belief in one's product, and understanding the customer's business impact. Additionally, Steve discusses the critical role of executive support in closing big deals and offers insights into navigating internal challenges within one's company. This episode is a treasure trove of wisdom for anyone looking to understand the art and science of selling large enterprise software deals.ADDITIONAL RESOURCESConnect and learn more from Steve Waugh:https://www.linkedin.com/in/steve-waugh-4833b57/Watch Force Management's Panel Discussion on Growth, Valuation and Execution: https://bit.ly/4p6kyGSRead the Guide on Winning Government Contracts: https://bit.ly/3UYAOvOEnjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:02:19] Steve's Early Career and First Big Deal[00:04:30] Breaking into Financial Services[00:07:36] Mindset for Selling Big Deals[00:11:50] Identifying and Handling Detractors[00:22:21] Cost vs. Value in Sales[00:32:10] The Importance of Content in Sales[00:32:50] Embracing Your Unique Style[00:34:53] Believing in Your Product[00:36:39] Navigating Company Challenges[00:37:55] The Art of Big Deal Selling[00:46:33] Uncovering Hidden Opportunities[00:51:21] Mastering Executive Communication[00:53:43] Career Pathing and LeadershipHIGHLIGHT QUOTES[00:20:49] "You have to believe that everybody gets up and puts their pants on the same way."[00:24:26] "If a customer's constantly looking at cost, you haven't got 'em converted—you gotta get 'em to forget cost and look at the value."[00:33:09] "You gotta know who your friends are, but you gotta know your enemies better."[00:46:46] "Executives don't care how you do it—they care about the 'so what.'"[00:54:17] "If my own leader doesn't believe me, it makes it uber hard for me to accomplish it."[00:56:48] "It's a two-way street. The company has to support their people to believe they can do it, and they have to have that same courage."

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

Scaling a financial advisory firm can come at a cost—endless travel, long hours, and precious time away from family. That's where Triad Member Devin Choules found himself a few years ago: 60,000 miles a year on the road, burned out, and questioning the life and business he had built.Everything shifted when Devin stopped trying to do it all himself. For years he had stayed understaffed and tried to get by keeping payroll as one of his lowest expense. But when he finally switched his mindset to "invest" in A-players, everything changed.His director of operations freed him from the grind, a second hire pushed the firm to $19M in total assets, and bringing on a seasoned lead advisor elevated the planning far beyond what Devin could have delivered alone. Each step proved the same point: hire great people, and get the hell out of their way if you want to scale!Today, Devin has rebuilt his firm around freedom—for himself, his team, and his clients. He shows how estate planning tools like the Yes Portal give families peace of mind, how asking emotional questions helps retirees spend without regret, and why true legacy isn't measured in money but in the memories we leave behind.3 of the biggest insights from Devin Choules…#1.) Growth Comes From Hiring A-PlayersDevin's firm jumped from $5M to $19M in just three years—without adding more marketing or seminars. The breakthrough came when he stopped trying to do it all himself and hired A-players. By building a team he could trust, Devin cut out 60,000 miles of travel a year, reclaimed time with his family, and gave clients a better experience. He shares why elite talent pays for itself, and why most advisors stay stuck by hiring cheap or being understaffed.#2.) Estate Planning That Actually Serves FamiliesMost clients have never seen their full net worth on one page. Devin shows how his firm's Yes Portal changes that—one login where clients (and their heirs) can see every account, every document, and every detail of their estate. By documenting everything and making it accessible in one place, advisors can give clients peace of mind now—and prevent chaos for their families later.#3.) Legacy Is About Memories, Not MoneyPeople don't just want to live longer, they want to live more. Devin shares how asking the right emotional questions helps retirees spend without regret, create meaningful experiences (like “cousin time”), and build a legacy their families will remember long after the money is gone.SHOW NOTEShttps://bradleyjohnson.com/132FREE 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 Devin Choules 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.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.TP08254657234See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Everyone has rules of thumb they live by when it comes to money, but are yours helping you or holding you back? In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, shares the first 10 of his 20 guiding money principles that influence how he makes financial decisions for himself, his family, and his clients. Show Highlights: • Why an emergency fund should cover 3-6 months of expenses, not income. • How your spending and giving habits reveal what truly matters to you. • The two most reliable paths to wealth: starting a business or saving early and often. • Key rules of thumb on saving rates, home affordability, and retirement withdrawal strategies. • How a “legacy bucket” can help retirees balance growth, generosity, and peace of mind. • What just $150 a month could mean for your child's future college costs. Whether you're just starting out, in the middle of your career, or already retired, these principles can serve as a foundation to help you make wiser money choices and think long term. If you enjoyed today's episode, be sure to share it with a friend or family member!

Mark and his two guests, Mike Radway and Todd Harper, go deep with a history lesson on the passing of HR 1151. This legislation paved the way for credit union growth in the past 25 years. Both Todd and Mike worked in the office of Rep. Paul Kanjorski at the time, who spearheaded the legislation. Every credit union employee who hasn't learned about this law should listen to why we have the successful industry we have today.IN THIS EPISODE:(00:00) This special episode is a historical background of the credit union industry(03:15) Todd Harper's his credit union background, noting his work on HR 1151(05:59) Mike Radway's 50-year credit union journey, influencing legislative affairs and HR 1151(09:35) Creation of the common bond credit unions, driven by financial services(11:55) Explanation of the Supreme Court ruling against the common bond credit unions, leading to HR 1151(17:53) Passing a bipartisan bill, establishing a cap on business lending, and providing consumer choice(26:21) Why it's difficult to pass legislation today(33:10) Surprise changes in the credit union industry over the past 25 or 30 years KEY TAKEAWAYS:HR 1151, the credit union membership access act, was pivotal in allowing common bond expansions, enabling credit unions to serve diverse groups and ensuring consumer choice despite Supreme Court challenges.A bipartisan effort by Paul Korski and Steve Ette, supported by Todd Harper and Mike Radway, drove the legislative affairs success of HR 1151, addressing the crisis consensus to protect credit unions.The business lending cap, a result of banking committee negotiations, spurred diversification and growth of community charter credit unions, strengthening the financial services industry.RESOURCE LINKSMark Ritter - WebsiteMark Ritter - LinkedInTodd Harper - LinkedInMike Radway - LinkedInBIOGRAPHIES: Todd Harper:Few people know federal financial services laws like me. That's because I've written, explained and implemented them for 25+ years. As an agency executive, policy entrepreneur, political strategist and press pro, I've identified emerging issues, shaped public opinion, built bipartisan coalitions and advised lawmakers and presidential appointees before the U.S. Senate twice confirmed me in the Trump and Biden eras. In the words of the American Banker, I'm “the rarest of Washington creatures: A regulator who actually gets along with everyone.”Mike Radway:Former Chief-of-Staff to Chairman of the National Credit Union Administration (NCUA).Former Professional Staff, House Banking/Financial Services Committee.Former Chairman, Federal Home Loan Bank of Seattle & Council of Federal Home Loan Banks.Former Chair, Early Care and Education ConsortiumFormer DNC Member, Biden delegate 2020, Obama 2012, Gore 2000Former Treasurer, Democratic Party of OregonKEYWORDS: Credit Unions, History Lesson, HR 1151, Todd Harper, Mike Radway, Membership Access, Financial Services, Community Charter, Business Lending, Common Bond, Legislative Affairs, NCUA Board, Bipartisan Effort, Consumer Choice, Supreme Court, Banking Committee, Crisis Consensus, Diversification, credit union growth, credit union industry, Common Bond Credit Unions, Financial Services, Credit Union Membership Access Act, Common Bond...

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.

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.