Podcasts about Financial services

Highlights include:-Why the advisor walked away from a traditional bank model-How he overcame fear and successfully transitioned legacy clients-The surprising benefits of affiliating with an RIA-only firm-Reinvesting in growth: marketing, branding, and staffing-Building deeper client relationships through business ownership-What “freedom” really means for advisors todayIf you've ever felt stuck in your current model or wondered if true independence is worth it, this episode delivers a candid and inspiring look at what's possible.

What if life forced you to step away from your business tomorrow? Would it keep running or come to a halt?That's exactly what Dylan Bond—a 30-year financial advisor and Triad member—was forced to find out when a life-threatening cancer diagnosis stopped him in his tracks.Despite undergoing major surgery, radiation, and months of recovery, Dylan's firm gathered $25M in assets—outpacing the previous year on a pro rata basis. He shares the systems that made that possible, and the shift that helped him stop operating as a one-man show.More importantly, his experience reshaped how he advises clients—especially those who are financially set but emotionally stuck. Dylan unpacks the reason retirees struggle to spend without guilt, and why most people look back with one regret: “I wish I'd done more while I still could.”3 Big Insights from Dylan …#1.) A Business That Runs Without You Isn't Optional—It's a NecessityDylan's battle with cancer revealed what most advisors don't realize until it's too late: If your business can't grow without you, you don't own a business, you own a job. Discover the systems, hires, and mindset shifts that allowed his firm to scale, even during the most challenging season of his life.#2.) Why Most Retirees Live Like They're Broke (Even When They're Not)Dylan reveals how fear and a lack of planning keeps wealthy retirees from spending money. He explains the simple mindset shift (and plan) that gives clients permission to enjoy their wealth—without guilt or anxiety.#3.) Seminars vs. Educational Events: What Actually Builds Trust?Dylan explains why he transitioned from pitch-heavy seminars to education-first events—and how that subtle shift from selling to teaching created instant trust, sparked better conversations, and led to stronger long-term relationships with prospects.SHOW NOTEShttps://bradleyjohnson.com/120FREE 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. TP06254535313See 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 Builders Wanted, we sit down with Dar Miranda, VP of Customer Engagement at DailyPay, to delve into the innovative strategies behind real-time financial management for workers. Explore how financial stress impacts employee engagement, the shift towards employee-centric pay models, and the bold moves Daily Pay is making to transform traditional payroll systems.-------------------Key Takeaways:DailyPay's mission to provide employees faster, more flexible access to earned wages.Financial stress causes a significant impact on employees' focus, productivity, and job satisfaction.The integration of AI will help solve customer problems and drive growth, but will not replace humans.-------------------“ The trend that I'm watching most closely is the integration of AI to proactively solve customer problems, but also unlock new growth avenues. So it's not just about reactively answering questions or the ability to reactively answer questions quickly, it's about shifting AI from this like cost center efficiency play  to a revenue and loyalty driver.” – Dar Miranda-------------------Episode Timestamps:‍*(05:36) - The boldest thing DailyPay is building right now‍*(11:25) - The surprising way users engage with DailyPay ‍*(21:15) - Where Dar draws the line between automation and human connection ‍*(32:01) - A CX trend Dar is watching closely ‍*(36:27) - What every CX leader should start or stop doing‍*(38:55) - Dar's advice for builders creating empathetic customer experiences-------------------Links:Connect with Dar on LinkedInConnect with Kailey on LinkedInLearn more about Caspian Studios-------------------SponsorBuilders Wanted is brought to you by Twilio – the Customer Engagement Platform that helps builders turn real-time data into meaningful customer experiences. More than 320,000 businesses trust Twilio to transform signals into connections—and connections into revenue. Ready to build what's next? Learn more at twilio.com.

Former Congressman Peter Roskam, who leads BakerHostetler's Federal Policy team, provides listeners with a front-row seat to the most important policy and political debates in Congress. In this episode of “The Cloakroom with Peter Roskam,” Peter is joined at the 36th Annual Legislative Seminar in Washington, D.C., by his BakerHostetler colleague, former Congressman Heath Shuler and Congressman Raja Krishnamoorthi, a Democrat from Illinois. Krishnamoorthi is in his fourth term representing parts of Chicago and its northwestern suburbs. He is the top Democrat on the Select Committee on Strategic Competition Between the United States and the Chinese Communist Party, the first South Asian American in history to lead a congressional committee. Krishnamoorthi is also a senior member of the House Permanent Select Committee on Intelligence and the Committee on Oversight and Government Reform, including as ranking member of the Subcommittee on Health Care and Financial Services. This month, Krishnamoorthi announced his 2026 candidacy for the open Illinois Senate seat to succeed retiring Democratic Sen. Richard Durbin.Questions and Comments: proskam@bakerlaw.com

Join host Shruthi to discover how organizations use GPU-accelerated computing on AWS. Container Specialist Re Alvarez Parmar shows how Rivian optimizes GPU usage for autonomous vehicles with Amazon EKS. AWS Financial Services expert Sudhir Kalidindi explains real-time fraud detection processing 100B+ events annually. Learn architectural patterns and tools to maximize performance while controlling costs for AI workloads and next-gen applications. Learn More: AWS News Blog: New Amazon EC2 P6-B200 instances powered by NVIDIA Blackwell GPUs to accelerate AI innovations: https://aws.amazon.com/blogs/aws/new-amazon-ec2-p6-b200-instances-powered-by-nvidia-blackwell-gpus-to-accelerate-ai-innovations/ Accelerating Fraud Detection in Financial Services with NVIDIA RAPIDS on AWS: https://github.com/aws-samples/ai-credit-fraud-workflow

  A decade-and-a-half ago in the aftermath of the Great Recession and the financial crisis that sparked it, consumer advocates in North Carolina and around the country succeeded in spurring the creation of a new federal government watchdog known as the Consumer Financial Protection Bureau. In the years since, the CFPB has done prodigious work […]

Wei Li, BlackRock's Global Chief Investment Strategist, shares how portfolio managers at the BlackRock Investment Institute's Midyear Forum remain laser focused on how and where to capture opportunities, even as policymaking disrupts markets. 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.BIIM0625U/M-4569356

Listen in as they cover:-What “top, middle, and bottom” of funnel marketing really means.-How to cast a wide net without diluting your message.-Why nurturing leads is a skill advisors can't afford to ignore.-The difference between posting content and intentional outreach.-How trust and patience are the real accelerators of growth.If you've ever wondered how to turn visibility into action, this episode is your blueprint. Brought to you by Elite Marketing Concepts - where strategy meets execution for advisors ready to grow.To learn more about how Elite Marketing Concepts can take your practice to the next level, contact Brian at BrianLutz@EliteConsultingPartners.com, or Stacey at Stacey@EliteConsultingPartners.com.

“We must really control the inputs we are taking into our brain.” - Lauren CulpWelcome to episode 211 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Alacriti—a leading payments fintech helping credit unions compete with challenger banks and digital wallets. Alacriti delivers seamless, real-time money movement experiences for loan payments, A2A transfers, digital disbursements, and bill pay. With a single, cloud-native platform that connects to The Clearing House, Fedwire, ACH, and FedNow, credit unions can modernize without overhauling legacy infrastructure. Learn more at Alacriti.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 joined by Lauren Culp, Executive Director at the National Credit Union Foundation (and former President and CEO at CUInsight). She joins us to talk about energy, not just as a buzzword but as a very real challenge that leaders must face. Lauren reflects on what depletes her and what restores her, including deleting social media off her phone. We explore the difference between being productive and being present and how hard it is to do both when you're living in a steady stream of notifications and back-to-back meetings.We also open up about learning to say no, what boundaries look like in leadership, and how to tell the difference between what is actually urgent and what just feels urgent. Whether it's blocking no-meeting days, turning off email notifications, or just having the self-awareness to admit that you are “out of words,” these are the tools that help us stay grounded rather than just efficient, especially since there is a difference between being productive and actually being present.Join us for an insightful conversation about being human and about protecting the parts of ourselves that leadership can easily burn through if we aren't being careful. If you've ever found yourself feeling scattered, exhausted, and completely out of energy, then this episode is definitely for you. Enjoy our conversation with Lauren Culp!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List How to find Lauren:Lauren Culp, Executive Director at the National Credit Union Foundationncuf.coopLauren: LinkedIn NCUF: LinkedIn | 

Yesterday, the House Committee on Financial Services, led by Chairman French Hill (AR-02), held a hearing examining digital asset market structure legislation, H.R. 3633, the CLARITY Act of 2025.~This episode is sponsored by Tangem~Tangem ➜ https://bit.ly/TangemPBNUse Code: "PBN" for Additional Discounts!00:00 Intro00:14 Sponsor: Tangem00:43 Clarity Act U.S. Hearing01:12 Ethereum + Uniswap Intro02:19 Democrats Didn't Read Bill04:26 Lazy or Ignorant?04:46 What's in Clarity ACT?05:12 Gary Gensler 2.0: Give Banks Power Again?06:20 Decentralization Limits Risk06:44 Payroll Fixed by Ethereum07:46 Streaming Payments in real-time08:37 Uniswap is Decentralized09:14 Uniswap Protocol vs App difference10:22 Sean Casten vs Uniswap11:49 Status Quo hates self-custody & privacy12:39 Trump Meme coin distraction13:54 Biden's Art Collection Corruption14:53 Strike shadey practices15:35 Jack Mallers: "Trust Me Bro"17:02 Stablecoins Come First17:40 outro#Ethereum #Bitcoin #Crypto~Ethereum + Uniswap vs Congress!

Nelson Leite, VP de Pagamentos na RecargaPay, analisa a revolução dos pagamentos no Brasil impulsionada pela abertura regulatória, SPI, Pix e Open Finance. Ele relembra a evolução da RecargaPay desde a recarga de celular até se tornar um super app financeiro, revela bastidores do mercado de adquirência e discute o papel estratégico do Banco Central como indutor da inovação e da inclusão digital no país.Participantes:Nelson Leite, VP de Pagamentos, RecargaPay.Host(s):Alexandre Abreu, Apresentador, Tracto.Marcelo Braga, Sócio do Financial Services, Forvis Mazars.

Key Highlights:-Why “not deciding” is still a decision - and often an expensive one.-How long-term inaction can lead to seven-figure opportunity losses.-Real-life stories of advisors who waited too long to make a move.-The importance of intentionality when exploring independence.-Why your clients care more about you than your current firm.-The power of burning the ships and fully committing to a path.If you've been thinking about change but haven't acted, this episode is your wake-up call.Ready to explore what's possible? Connect with Frank at frank@eliteconsultingpartners.com or Stacey at stacey@eliteconsultingpartners.com.

Claire Meyers Vitale spent more than a decade as a recruiter at a Fortune 100 Firm before she put on her entrepreneur hat and began her own firm: Claire Meyers Consulting, a boutique recruiting firm headquartered in Sonoma, California. It operates nationwide, placing candidates across a variety of sectors, from Financial Services, Technology to Wine Production. Claire has a real appreciation for connecting remarkable talent with organizations that recognize and cherish their unique skills. Key points:Claire's mission is simple: help you discover your needs, find top-notch talent, and implement innovative strategies to attract and secure your dream candidates. "If I can successfully recruit top people to take the risk of starting a business, I could certainly find the best candidates for less entrepreneurial roles,” Claire has said of why she chose to open her own business.Claire talks about some of the challenges she's faced as being the leader of her own firm. SeaCaptainCoaching.comInstagram linkFB linkConnect with PhilLinkedInConnect with Claire Meyers Vitale LinkedInClaireMeyersConsulting.comCMCRecruiting.comNow Available!The Sea Captain Way for Financial Advisors

Welcome to the show, Dipanjan Dey,HDB Financial Services is where he is today.Dipanjan spent five years at Infosys,We will talk about his career journey, the whole process!

This week, Lightspeed Partner Mike Mignano sits down with Gabriel Stengel, founder and CEO of Rogo, to explore how AI is transforming the world of finance. Gabe shares his journey from sleepless nights as a junior investment banker at Lazard to building Rogo, a cutting-edge AI platform that automates the grueling work of benchmarking, earnings analysis, and pitch deck creation in seconds. They discuss the origins of Rogo from Gabe's time at Princeton, the challenges of building AI tools for elite financial institutions, and why the next generation of analysts might just be digital. Gabe also unpacks the technical edge that sets Rogo apart and the ways in which financial services may look very different in the near future. Episode Chapters: (00:00) Introduction to the Interview(00:55) Gabe Stengel's Background and Rogo's Inception(02:44) Early Challenges and Evolution of Rogo(07:29) The Role of AI in Finance(12:07) Investor and Customer Reception(13:49) Pivotal Moments and Product Market Fit(21:53) Balancing Enterprise Security and Feature Development(23:45) Navigating the Challenges of AI Startup Speed(25:45) Rogo's Impact on Investment Banking Workflows(28:34) AI's Role in Professional Services and Legal Work(32:33) Future of Rogo and Financial Services(37:18) Challenges and Strategies in Enterprise Sales(42:02) Conclusion and Final ThoughtsStay in touch:www.lsvp.comX: https://twitter.com/lightspeedvpLinkedIn: https://www.linkedin.com/company/lightspeed-venture-partners/Instagram: https://www.instagram.com/lightspeedventurepartners/Subscribe on your favorite podcast app: generativenow.coEmail: generativenow@lsvp.comThe content here does not constitute tax, legal, business or investment advice or an offer to provide such advice, should not be construed as advocating the purchase or sale of any security or investment or a recommendation of any company, and is not an offer, or solicitation of an offer, for the purchase or sale of any security or investment product. For more details please see lsvp.com/legal.

In this new episode of One Vision Podcast, Theo hosts a deep dive with Ed Maslaveckas, CEO and Co-Founder of Bud, exploring the fascinating 10-year journey of the FinTech startup. They discuss the inception and evolution of Bud, and the future of data intelligence and AI for financial services. Between the bigger incumbent banks and the smaller institutions, who has the upper hand in the quest to become AI-ready? What are the opportunities for middle market banks? Tune in for an engaging conversation full of twists, turns, and signals in the data haystack. #AI #fintech #financialservices #bankingonAI #podcast #onevision 

The best financial advisors aren't just experts in finance, they're experts in people.In this episode, I'm talking with Brendan Frazier, founder of The Human Side of Money podcast to unpack one of the most overlooked drivers of advisor success: human connection.As an expert at helping advisors uncover the emotional drivers behind their clients' financial decisions, Brendan explains why advice alone isn't enough—and what top advisors do differently to drive action. From subtle mindset shifts that deepen trust to science-backed communication strategies that boost follow-through, Brendan shares the human-side skills that can help you become a more effective, empathetic, and influential advisor. 3 of the biggest insights from Brendan Frazier … #1.) Why Most Clients Don't Follow Advice—And What You Can Do About ItBrendan shares what financial advisors can learn from how doctors treat patients—and why the way you deliver advice often matters more than the advice itself. #2.) The Hidden Skills That Make Clients Feel Truly UnderstoodBrendan unpacks the subtle (but powerful) skills that top advisors use to create trust and connection. You'll learn how to reset between meetings, why repeating a client's words is more powerful than praising them, and what neuroscience says about the hidden benefits of curiosity. #3.) The Most Revealing Question You Can Ask in a First AppointmentBrendan breaks down the psychology behind one deceptively simple question: “Why now?” You'll hear how this question uncovers the real reason a client is sitting in your office—and how it sets the stage for both emotional connection and clear planning.SHOW NOTEShttps://bradleyjohnson.com/119FOLLOW 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. TP05254535317See 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, unpacks one of the most common phrases he hears from clients: “I'll retire in five years.” But what does that really mean - and what's holding people back from following through? With stories drawn from real-life experience, Darryl explores how this five-year mindset can become a psychological trap, one that offers comfort without commitment. From the emotional side of financial planning to the real-life consequences of delay, this episode is a call to clarity and action. Key highlights of the episode include: Why “five years from now” is often more of a coping mechanism than a plan. Why defining your retirement date matters, and how to actually do it. Small but powerful first steps that move your plan forward (like healthcare and Social Security strategy). Why simplifying your life may be the smartest financial move you make. Whether you're five years out from retirement - or have been saying that for the last decade - this episode offers thoughtful insights to help you stop waiting and start planning. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend!

How can fintechs turn data into strategy? Anand Pandya, Global Head of Financial Services at Hakkoda, an IBM Company joins us to talk AI, monetization, and the cutting edge of data innovation. A must-listen for fintech professionals and data strategists this week on the Fintech Newscast! https://hakkoda.io Click Subscribe to keep up to date on … Continue reading Ep 258- Hakkoda an IBM Company

What if a single meal could nourish more than just a body—but also a soul?In this powerful episode of the ChangeMakers Podcast, host Andrew Bartolotta sits down with Courtney Johnson, the heart and visionary behind Culinary Care, a nonprofit delivering restaurant-prepared meals and emotional support to cancer patients and their families.Courtney's story begins with heartbreak: losing her father to stage IV lung cancer while still in high school. Fueled by grief and love, she launched Culinary Care in her early 20s with one goal—to help others facing what her family endured.“We had meals at our doorstep almost every day during my dad's treatment. Those were the bright moments we looked forward to.”What started with one meal and one handwritten flyer has become a transformative movement across Chicago and Dallas. Courtney explains how malnutrition causes 1 in 5 cancer deaths, and how a perceived sense of community can increase cancer survival rates by up to 25%.Listeners will learn about:The emotional and logistical challenges of launching a nonprofitHow Culinary Care fills a vital gap in outpatient cancer careThe importance of providing dignity, joy, and delicious mealsHow anyone—from monthly donors to companies—can help feed hope“We want to be the friend that never goes away… Even if the treatments stop, our care doesn't.”Culinary Care's work is a reminder that community is care—and that acts of kindness, no matter how small, have the power to change lives.

FOLLOW UP: GERMAN COURT SENTENCES DIESELGATE EXECSOver nine and a half years after dieselgate first hit the news, a court in Germany has sentenced four ex Volkswagen Group executives for their part in the scandal. Two were given prison time, with the others being given suspended sentences. Former Group CEO, Martin Winterkorn, is still awaiting trial after several health issues. Click this article link from DW for more. FOLLOW UP: FRANCE CANS ZFES DUE TO COMPLEXITYFrench politicians voted to end low emission zones, as it was part of a wider proposal to make daily life in France more simple. Alan predicted this would be the case, as he had just bought passes for his cars. Statues are being erected in honour of the man bringing a better life to the ordinary people of France. They will know Alan Bradley's name and they will honour it! To read more, click this Connexion article link here. FOLLOW UP: STELLANTIS GET A NEW CEOAfter months of searching, Stellantis have named the ex-Jeep boss, Antonio Filosa, as the new chief executive officer. Also announced is that the leadership team for the 14 brands of the group will be confirmed next month. You can find out more, by clicking this Autocar article link here. APRIL UK CAR PRODUCTION THE WORST FOR 73 YEARSApart from 2020, which was hit by Covid lockdowns, April 2025 was the worst for production since 1952. SMMT suggests that the Easter date and reduced export demand is to blame. Obviously, the call went up to demand UK based incentives to encourage more to buy. Click this Autocar article link here, for more. TOYOTA BRINGING GR COROLLA PRODUCTION TO THE UKOn more positive production news, Toyota is bringing GR Corolla production to the UK. Expected production levels are yet to be announced. To read more, click this Autocar article link here. VOLVO CULLING MORE JOBSVolvo has announced big cuts at it's Swedish bases, with 2200 roles to be made redundant. On top of that, a further 800 jobs will go across the global network. If you wish to find out more, click this Autocar article link here. VAUXHALL GETS A NEW BOSSSteve Catlin will be returning to Vauxhall, where he started his journey in the automotive journey, via Audi, Seat, VW Group and latterly Volvo UK where he headed up the Financial Services division. To read more, click this Car Dealer article link here. UK EV CHARGER PLANNING REQUIREMENTS REMOVEDLillian Greenwood, the Future Roads Minister, has announced that the requirements of planning permission for private and public chargers is to be removed. The hope is that this will help speed up the installation of chargers across the country. For more on this story,

Investors now want more compensation for the risk of holding long-term bonds. Michel Dilmanian, Portfolio Strategist at the BlackRock Investment Institute, explains why we see this as a return to past norms and keep our long-held underweight. 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.IIM0525U/M-4544841

In this new episode of One Vision Podcast, Theo hosts a deep dive with Ed Maslaveckas, CEO and Co-Founder of Bud, exploring the fascinating 10-year journey of the FinTech startup. They discuss the inception and evolution of Bud, and the future of data intelligence and AI for financial services. Between the bigger incumbent banks and the smaller institutions, who has the upper hand in the quest to become AI-ready? What are the opportunities for middle market banks? Tune in for an engaging conversation full of twists, turns, and signals in the data haystack. #AI #fintech #financialservices #bankingonAI #podcast #onevision Hosted on Acast. See acast.com/privacy for more information.

Key highlights include:-Why your CRM is only as powerful as your process - and how to fix it-What “lead scoring” really means and how it helps you prioritize outreach-How client journeys within a CRM support long-term relationship building-Real-life examples of turning cold leads into warm opportunities-What happens when you don't follow up - and the cost of missed chancesIf you've ever said, “I'll remember to follow up later,” this episode is your wake-up call. Learn how to streamline your system, automate the right touchpoints, and build a practice that doesn't just capture leads - but closes them.

Glen speaks with Edelman Smithfield's Deidre Campbell to explore her firm's new Financial Services Trust Barometer and the (mostly) positive signs for banks and credit unions. Also- the latest Gen AI fiasco has a familiar ring, Illinois' unworkable interchange law moves bizarrely close to reality, and why the CFPB's withdrawal of its open banking rule isn't necessarily cause for celebration.     Links related to this episode:   The 2025 Edelman Financial Services Trust Barometer: https://www.edelmansmithfield.com/trust/2025/trust-barometer/report-financial-sector  Our February conversation with Deidre on global trust overall: https://www.big-fintech.com/scams-grievances-and-the-enduring-value-of-trust/  The Chicago Sun-Times' mea culpa for printing invented book titles: https://chicago.suntimes.com/press-room/2025/05/20/chicago-sun-times-response-to-may-18-special-section  Our May 2023 “Package Delivery Blues” episode exposing some familiar AI shortcomings: https://open.spotify.com/episode/3njgklKC8n2fehQrjj9s6U si=Uhhi0sSVR1q2qBOLjj_Hmg&nd=1&dlsi=00114d6259894dfa  CU Broadcast's recent coverage of the Interchange Fee Prohibition Act with the Illinois Credit Union League (NOTE- On May 31 the Illinois General Assembly postponed implementation of the IFPA for a year, until July 1, 2026):  https://www.cubroadcast.com/episodes/3983-how-illinois-interchange-fee-prohibition-act-could-affect-entire-financial-services-industry  Coverage of the CFPB's decision to pull its Section 1033 (Open Banking) rule: https://www.consumerfinancemonitor.com/2025/05/28/cfpb-will-kill-section-1033-open-banking-rule/    Join us for our next CU Town Hall- Wednesday June 11 at 3pm ET/Noon PT- for a live and lively interactive conversation tackling the major issues facing credit unions today. Industry developments keep coming fast and furious- the CU Town Hall is the place to make sense of these items together. It's free to attend, but advance registration is required:  https://www.cutownhall.com/   Join us on Bluesky!  @bigfintech.bsky.social;  @154advisors.bsky.social (Glen); @jbfintech.bsky.social (John) And connect on LinkedIn for insights like the Friday Fintech Five: https://www.linkedin.com/company/best-innovation-group/  https://www.linkedin.com/in/jbfintech/ https://www.linkedin.com/in/glensarvady/

“The people helping people motto should be lived inside the walls of our organizations just as much as we live it outside with our members.” - Jaime MarksThank 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 Jaime Marks, Director of Recruiting Services at Humanidei. Jamie and I dig into what actually matters when building strong leadership teams, and she shares the pivotal experiences that shaped her, from her first job at Ent Credit Union to taking on bold career shifts across states and institutions.In our conversation, we get personal about the mentors who saw Jaime's potential, the environments that helped her grow, and the toxic cultures which she learned to spot from a mile away. Her insights are grounded within years of experience and a true passion for helping organizations lead with integrity and intention. We also touch upon what “values alignment” really looks like when hiring senior leaders, with Jamie explaining that she doesn't just fill roles; she reads between the lines, listening for what a board or leadership team really needs, even if they don't say it out loud.As we wrap up the episode, Jaime talks about the mentors who have impacted her life, her love of Sur La Table and Santa Barbara, California, and has a book recommendation for everyone. Enjoy my conversation with Jaime Marks!Find the full show notes on cuinsight.com.Connect with Jaime:Jaime Marks, Director of Recruiting Services at Humanideihumanidei.comHumanidei: LinkedIn | Facebook | Instagram | XWant to hear more from Jaime? Click here.Book mentioned: Finding Ultra: Rejecting Middle Age, Becoming One of the World's Fittest Men, and Discovering Myself by Rich Roll

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.

In this episode of Money Tales, our guest is Sophie Bertin. You know that feeling when everything looks good on paper, a great job, supportive colleagues, a solid paycheck, but something inside keeps whispering, this isn't it! That was Sophie. She had a comfortable life, but comfort wasn't enough. It took a spark - an unexpected stat about entrepreneurs from a business school dean when Sophie was at a less-than-satisfying moment in her career - for her to realize: “Why am I in the 50% who haven't taken the leap?” That catalyzed her turning point. Sophie Bertin has a varied career path, from strategic consultancy, to banking operations, to the European Commission and now turned entrepreneur. She recently founded Serapy with the aim of improving corporate compliance training through the combination of simulations, gamification, role play and online tools. Serapy uses the latest educational theories to provide trainings with increased retention rate, and combines that with AI tools to enhance the learning process. Serapy is currently present in Switzerland, Bulgaria, Portugal, France and the UAE. Serapy has been accepted in the incubation program of the Unicorn Factory Lisbon and of Station F in Paris. In addition to Serapy, Sophie has her own consultancy (Parnima Consulting) since 2016, where she works with top legal and regulatory firms, consultancy firms and financial clients on EU Regulations in the area of Financial Services, Foreign Subsidies and State Aid. She also serves as independent board member of Eastnets, a leading provider of AML, SWIFT and payments solutions. She sits on the Remuneration, Nomination and Governance Committee. Before becoming entrepreneur, Sophie was Group Head of Corporate Development and Managing Director of SIX Group (in Switzerland), in charge of strategy development, innovation and regulatory affairs. During the Financial Crisis, she served as Head of Unit at the Directorate General for Competition within the European Commission. There, she was responsible for the review and approval of the State aid provided by Member States to the financial services (mostly banks) during the financial crisis of 2008-2014. Prior to her role with the European Commission, Sophie held senior positions within SWIFT, where she was globally in charge of Asset Servicing; with The Bank of New York Mellon; and worked with the top consultancies McKinsey and later Bain &Co. She started her career path as IT and database programmer, which is very helpful now with the latest AI tools she uses in her start-up. She started her studies in Vienna, graduated from the Ecole Supérieure de Commerce de Paris, holds an MBA from INSEAD and a post-graduate diploma in EU Competition Law from King's College. She holds also a diploma from the Swiss Board Institute. She is member of the Executive Committee of the INSEAD Alumni organization, and she is also the founder and president of the global INSEAD Women in Business Club. Recently, she finished an advanced AI Mastery class and won the award for the best AI Application Builder. She is promoting and advocating for AI literacy among women and through the INSEAD Women in Business Club organizes events for Women in AI.

Case Law Update  •             Fremont Insurance Company v Lighthouse Outpatient Center and Michigan Department of Insurance and Financial Services, ___ Mich App ___ (April 11, 2025) (Docket No. 370500) •             Diyaa Joseph and Healthcare Imaging Partners, et al. v National General Insurance Company, et al., ___ Mich App ___ (April 29, 2025) (Docket No. 364798)   Trending Topics in PIP Litigation  •             DIFS Bulletin 2025-11-INS since the Fremont v Lighthouse Decision •             Second Update on Auto-Owners Insurance Company, et al. v Department of Insurance and Financial Services (COC Docket No. 24-000152)  

In today's episode, Dr. Robert Whitfield sits down for a chat with Jenn Payeur, a stage four breast cancer survivor and the founder of Nature Provides, a company focused on plant stem cells. Jenn shares her incredible journey from working in the corporate world to becoming a passionate advocate for natural healing. She also discusses her new documentary, Unlock the Ancient Secrets of Plant Stem Cells. They dive into the fascinating science behind plant stem cells, exploring how they might help with genetic mutations and their role in detoxifying and rejuvenating the body. The conversation also touches on the hurdles of securing funding for research in this field and why taking a holistic approach to health is so important. Jenn's story is a powerful testament to the transformative power of nature and plant-based therapies. Tune in to hear more! Connect with Jenn Payeur Nature Provides (https://nature-provides.com/) Facebook (https://www.facebook.com/pscnatureprovides) Instagram (https://www.instagram.com/natureprovidesus/) Unlock the Ancient Secrets of Plant Stem Cells Documentary (https://nature-provides.com/documentary-signup/) Jenn's book, Ancient Plant Wisdom (https://nature-provides.com/product/ancient-plant-wisdom-book/) Show Highlights: Biofilm and Plant Remedies (00:01:28) Biofilm and effective plants like black walnut and dog rose for treatment Plant Stem Cells Explained (00:02:02) Benefits of plant stem cells and their role in healing Using Lab Results for Health Baselines (00:05:52) Blood work and tracking health progress and treatment efficacy Personal Cancer Journey (00:06:02) Stage four breast cancer and natural treatment The Role of Stress in Health (00:08:57) How stress contributed to Jen's cancer diagnosis despite her healthy lifestyle Book Overview (00:17:00) Jenn's book that focuses on plants and their healing properties Genetic Testing and Plant Remedies (00:23:06) Genetic testing outcomes and the impact of plant stem cell extracts on health Peptides and Natural Therapies (00:30:08) Exploration of the synergy between peptides and plant-based therapies in patient treatment Documentary on Plant Stem Cells (00:33:08) Documentary focusing on healing journeys and plant stem cell science Bio. Jenn Payeur 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. Links and Resources Let's Connect Podcast: https://podcasts.apple.com/gb/podcast/breast-implant-illness/id1678143554 Spotify: https://open.spotify.com/show/1SPDripbluZKYsC0rwrBdb?si=23ea2cd9f6734667 TikTok: https://www.tiktok.com/@drrobertwhitfield?t=8oQyjO25X5i&r=1 IG: https://www.instagram.com/breastimplantillnessexpert/ FB: https://www.facebook.com/DrRobertWhitfield Linkedin: https://www.linkedin.com/in/dr-robert-whitfield-md-50775b10/ X: https://x.com/rob_whitfieldmd Read this article - https://www.breastcancer.org/treatment/surgery/breast-reconstruction/types/implant-reconstruction/illness/breast-implant-illness Shop: https://drrobssolutions.com SHARP: https://www.harp.health NVISN Labs - https://nvisnlabs.com/ Get access to Dr. Rob's Favorite Products below: Danger Coffee - Use our link for mold free coffee - https://dangercoffee.com/pages/mold-free-coffee?ref=ztvhyjg JASPR Air Purifier - Use code DRROB for the Jaspr Air Purifier - https://jaspr.co/ Echo Water - Get high quality water with our code DRROB10 - https://echowater.com/ BallancerPro - Use code DRROBVIP for the world's leader in lymphatic drainage technology - https://ballancerpro.com Ultrahuman - Use code WHITFIELD10 for the most accurate wearable - https://www.ultrahuman.com/ring/buy/us/?affiliateCode=drwhitfield

This episode is with the legend himself Mr. Mark Zaglas . Business leader, Ultramarathon runner and outdoor photographer. Yes, it's all possible. I met Mark through our work in financial services and I have always admired Marks passion, enthusiasm and kindness which is a rare combination. We talk all things about pushing yourself to the limit and exploring where your personal limits are. Spoiler alert. You are more capable than you think you are! Mark and I discuss how he started running, breaking down big goals to small chunks and learning how to run injury free, yes there are some good habits to pick up here.We quickly move onto the attraction of Ultramarathons, preparation details, food , discipline and Mark's technique for training when you don't really want to. It is gold!Outside of Ultramarathons Mark is leading light in the world of financial services, especially wealth management and business building. He is also well known as a landscape photographer. Listen now to learn how he does it all and copes with the ups and downs of a very full life always lived with a smile!You can find aout more about the remarkable Mark Zaglas at his business Encore Advisory Group and connect with him on LinkedIn and Instagram @markzaglas

What if you could turn your expertise as a financial advisor into a YouTube channel that builds trust, creates community, and drives new business?Today's guest has done exactly that—and he's here to show you how.I'm talking with Pat Flynn, an online creator and entrepreneur who's spent nearly 20 years building digital businesses and online communities. He's the creator of Smart Passive Income, a top-rated podcast with over 47 million downloads. He's also built multiple successful YouTube channels, each tapping into different niches and reaching millions.What really stood out to me about Pat is his willingness to try new things without fear of failure. He's constantly experimenting, learning from what works (and what doesn't), and sharing those insights openly with his audience.In this episode, he's pulling back the curtain on how to build a successful YouTube channel—from creating content that instantly hooks viewers to using YouTube Shorts to skyrocket your reach. If you've ever thought about using YouTube to grow your financial firm, this conversation is packed with practical advice you can use. 4 of the biggest insights from Pat … #1.) Proven YouTube Strategies for Explosive GrowthDiscover the YouTube strategies Pat uses to drive massive growth—including how to master hooks, stand out in a crowded market, storytelling techniques, build loyal communities, leverage trending topics, and balance long-form videos with Shorts. #2.) From 0 to 2.5 Billion Views in 300 DaysPat reveals how he launched a Pokémon YouTube channel (without any experience in that niche) and scaled it from 0 to 2.5 billion views in just 300 days. His story is a masterclass in rapid experimentation, finding your niche, and doubling down on what works. #3.) Using Challenges to Drive Engagement and Attract ClientsPat revealed how to use online challenges to turn passive viewers into engaged followers. These challenges can become powerful case studies that showcase your expertise and attract new clients. #4.) Lean Learning: Achieve More by Learning LessInstead of trying to learn everything, Pat practices “Lean Learning,” focusing on one skill at a time until he masters it. This approach has helped him scale multiple businesses. Financial advisors can apply the same strategy—whether it's building a YouTube channel, leveraging AI, or becoming a better leader—by going deep on one skill that drives real results.SHOW NOTEShttps://bradleyjohnson.com/118FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a signed copy of Pat's book, "Lean Learning: How to Achieve More by Learning Less" [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 "118" 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. TP05254485420See 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, breaks down the recent U.S. credit downgrade by Moody's - and what it really means for the economy, the markets, and your personal finances. While headlines may spark panic, Darryl walks listeners through the facts with clarity and perspective. From the ripple effect on mortgage rates to the role of active bond managers, Darryl explains why this downgrade, though historic, isn't cause for alarm - and why the U.S. remains, in his words, “the cleanest shirt in a dirty load of laundry.” Key highlights of the episode include: What the Moody's downgrade means - and why it happened now. How it impacts stock and bond markets differently (and why the stock market already saw it coming). The connection between U.S. Treasury yields and rising mortgage rates. Why active bond management matters more in volatile conditions. The long-term perspective: why the U.S. is still the safest place for capital despite the headlines. Whether you're an investor, homeowner, or business owner, this episode offers a calm, candid take on a complex topic - helping you understand what really matters behind the noise. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend!

Rep. French Hill, chair of the House Committee on Financial Services, joins Consensus 2025 live to discuss recent developments in crypto legislation from the draft market structure bill, to stablecoin legislation and the anti-CBDC Act. Plus, the significance of bipartisan efforts and cooperation with the SEC and CFTC.-This content should not be construed or relied upon as investment advice. It is for entertainment and general information purposes.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Need cash to grow? Small businesses often have trouble accessing traditional financing, which is why global marketplace eBay is stepping in to help. On this episode, eBay's VP and GM of Financial Services and Payments, Avritti Khandurie Mittal, explains the financing challenges that many small businesses face, how eBay Seller Capital is making financing accessible to them on transparent terms, and her advice for founders who are seeking funds. This episode is sponsored by eBay. Learn how the eBay Seller Capital program can fund your business growth. Visit http://ebay.com/sellercapital Learn more about your ad choices. Visit megaphone.fm/adchoices

Join me as I chat with David Dedman, a seasoned financial planner with over 32 years of experience. Discover how David transformed his referral strategy from sporadic to sustainable by adopting a repeatable process. We explore the challenges he encountered during his first year in the Building a Referable Business coaching program. David shares his experience of the "grindingly slow" start and how his dedication to the process led to a remarkable breakthrough in his second year. Resources and links mentioned in this episode can be found on the show notes page at http://www.staceybrownrandall.com/363

Connect with Early Riders // Connect with OnrampWhy MIC Is Winner Take All (Early Riders Research)Presented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.00:00 - Introduction and Current Events in Bitcoin03:40 - Trump's Bitcoin Treasury Announcement06:33 - Market Reactions and Implications09:42 - The Role of Institutional Investors12:43 - Risks and Challenges in Bitcoin Investments15:53 - Government Debt and Economic Policies18:47 - Chamath's Insights on Spending Bills21:52 - The Future of Bitcoin and Hard Assets24:26 - Security Risks in the Crypto Space31:29 - Navigating Risks in Bitcoin Custody33:49 - Barriers to Bitcoin Adoption39:50 - The Debate on Proof of Reserves45:44 - The Importance of Multi-Institution Custody50:16 - The Future of Financial Services with Multi-Institution CustodyIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://www.cnbc.com/2025/05/27/djt-trump-media-bitcoin.htmlhttps://cointelegraph.com/news/american-tourist-drugged-fake-uber-driver-robbed-123k-btchttps://www.washingtonpost.com/nation/2025/05/25/bitcoin-torture-new-york-crypto/Keep up with Michael: X and LinkedInKeep up with Brian: X and LinkedInKeep up with Liam: X and LinkedIn

In this special episode, recorded live from TransUnion's annual Financial Services Summit in Chicago, hosts Craig and Josh are joined by Paul Gruenwald, Chief Global Economist at S&P Global Ratings. The conversation kicks off with an in-depth exploration of the economic impacts of tariffs, financial implications of tightening federal spending, and why tracking the labor market is key to predicting a recession. Paul then shares his take on the future of the US labor market, including the potential for increased domestic manufacturing, and discusses implications of AI. Shifting gears to global trade, they consider the connections between savings, investments and net exports, and assess the US dollar's status as the global reserve currency. Finally, they examine significant investments in renewable energy projects and macroeconomic impacts of moving away from a fossil fuel-based economy. 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.

Growing power demand has policymakers rethinking the trade-offs between energy sustainability, affordability and security. Hugo Liebaert, part of the Sustainable Research and Analytics team at the BlackRock Investment Institute, highlights how many governments are recalibrating their energy policies and making waves in markets. 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.BIIM0525U/M-4530063

On todays episode Danny is joined by David Hanna the CEO and co-founder of Finmo.David has over 20 years of expertise in the financial services and payments sector. Prior to founding Finmo, he held global leadership roles in Risk and Compliance for Financial Services companies headquartered in various locations globally.David has held senior roles across companies such as PayPal, Ernst & Young, Zurich, ING Bank, Banxa and others. He serves on several advisory boards and has invested in many startups around the world.Finmo is a global B2B treasury management platform that is focused on providing the necessary tools for the “CFO Office” including finance teams, CFOs, and treasurers. The business provides a single platform to enable the core elements of treasury to be managed from one place.Finmo does this by providing four core modules to its clients which are;Money movementCash management, including AR/AP modulesFX Hedging capabilitiesIntegrations into existing accounting and enterprise softwareFollowing 20+ years of working across the financial services industry with founders from organisations such as PayPal, Citi, and other big names, the Finmo exec team realized that everyone has a treasury problem!In identifying this problem, we believe there is a significant gap in the market for a solution that serves the end-to-end treasury management lifecycle.In this podcast, David shares his insights on what pushed him to not just shift gears - but start a company in the often overlooked world of treasury, plus:Treasury has become a top concern for many. Why is this problem so critical today? And why David thinks it's been underserved for so long?How Finmo are making treasury “sexy”? What's different about how Finmo approaches this space compared to traditional players or even newer fintechs?What does Finmo's journey say about the next generation of fintech coming out of Asia? And what are the unique challenges and opportunities building here vs. elsewhere?Finmo recently raised their Series A with Insignia Ventures. What did David learn from the fundraising process - and how is he thinking about growth and scaling post-raise?Starting up is intense. What keeps David energized and focused as a founder, especially when solving a problem that's massive but not always flashy?What excites David the most about the future of finance and treasury in this "borderless" business world?And much more...Are you getting every episode of Digital Transformation & Leadership in your favourite podcast player? You can find us Apple Podcasts and Spotify to subscribe.

“You establish trust with your team by acknowledging that you don't have all the answers.” - Greg MichligWelcome to episode 207 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 Alacriti—a leading payments fintech helping credit unions compete with challenger banks and digital wallets. Alacriti delivers seamless, real-time money movement experiences for loan payments, A2A transfers, digital disbursements, and bill pay. With a single, cloud-native platform that connects to The Clearing House, Fedwire, ACH, and FedNow, credit unions can modernize without overhauling legacy infrastructure. Learn more at Alacriti.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 joined by CUInsight's CEO Greg Michlig, who joins us to talk about the power of paradox. Leadership, after all, isn't always about having the answers. What does it look like to lead with both confidence and humility, to show strength while also admitting to what you don't know? Greg brings some personal stories and honest reflections, and we explore what it means to lead in uncertain times without pretending to be certain, and how the best leaders learn to embrace complexity rather than run from it.We also get personal when we look at the idea of “being right” vs. “getting it right” and we reflect on the uncomfortable (and sometimes hilarious) experience of feeling like an imposter and a winner . . . at the same time!If you have ever felt the pressure to perform, to decide fast, or to prove yourself worthy of your title, we encourage you to listen in. Enjoy our conversation with Greg Michlig!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List How to find Greg:Greg Michlig, CEO at CUInsightcuinsight.comGreg: LinkedInCUInsight: LinkedIn | Instagram | Facebook | YouTube | XWant to hear more from Greg? Click here.

Highlights include:-The myth of the “golden” handcuffs - and why deferred comp, equity, and retirement packages might not be worth staying for-Real-life examples of advisors losing $40K/month by not making a decision-How Elite's pro forma modeling helps advisors make sense of the math behind a transition-The psychological power of complacency - and how to recognize if you're stuck-Why going independent can unlock new levels of energy, growth, and client engagement-The importance of exploring your options - not just financially, but qualitativelyBottom line: you don't know what you don't know. This episode is your invitation to challenge the narrative and take a serious look at what's possible - before staying put costs you more than you realize.To reach out to Sue Cheema, you can find her at SueCheema@EliteConsultingPartners.com.And for Brian Lutz, email him at BrianLutz@EliteConsultingPartners.com

In this conversation, John Harcar interviews Chris Karageuzian, CEO and co-founder of Help with My Loan, discussing his extensive background in lending and the challenges faced in the industry. Chris shares insights on the gaps he identified in traditional lending processes, the founding of his company, and the innovative solutions they provide. He emphasizes the importance of mindset, networking, and health in achieving success, while also offering advice for aspiring real estate investors and entrepreneurs. The discussion highlights the unique advantages of Chris's lending platform and the future of the lending landscape. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Host Jeremy C. Park talks with Alissa Rosebrough, Executive Director of Arise Africa, who highlights the nonprofit organization empowering Zambia's next generation through education, shelter, and love. Arise Africa is committed to helping children live a life that God desires for all mankind by serving the children of Zambia who are suffering from economic, physical, and spiritual poverty through a Christ-centered approach involving full-time care, education, discipleship, and feeding programs.During the interview, Alissa shares how her career as a photographer led her to Zambia and how life-changing experiences in the country led her and her friend, John Rosacker, to form the nonprofit organization in 2010. Alissa shares the story of how the organization's efforts have grown over the last 15 years to serve around 700 kids and details the model where their American teams serve as outside support, helping to create an environment where the local Zambian team can survive and thrive embracing the rich legacy of their culture. Alissa shares some of the many success stories of youth growing up in their homes and schools to escape poverty, enroll in international universities, and become successful professionals who return home to help lead and create positive transformation in the community. She talks about the rich culture of Zambia and their happiness and sense of community where everyone takes care of each other, yet the poverty that permeates the area where Arise Africa serves. She talks about the many ways the community can support their efforts through financial donations, sponsorships, partnerships, and mission trips. She uses Higginbotham Insurance and Financial Services as an example of how companies can come alongside Arise Africa and partner to serve locally, financially support their programs, and send teams on mission trips to Zambia to experience the magic of building relationships with the kids and staff while helping to build facilities that will impact the community for years to come.Visit https://www.ariseafrica.org to learn more and get involved with Arise Africa.

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

Imagine a business that doesn't depend on you—one that scales, thrives, and grows without your constant involvement. That's exactly what Alex Judd reveals in this episode.Alex spent years at the Dave Ramsey organization as the former host of the EntreLeadership Podcast, giving him the opportunity to learn from one of the most influential names in personal finance. He saw firsthand how Dave empowered his team, fostered a culture of accountability, and scaled a personal brand into a massive organization—all without losing control.Eventually, Alex launched his own venture, carrying those lessons with him. As the Founder & CEO of Path for Growth, he now offers community, coaching, and experiences for impact-driven leaders.In this episode, you'll learn how to go from being an advisor working in your business to becoming the CEO who actually leads it—mastering delegation, building systems that run smoothly, and creating a business that thrives without your constant oversight.4 of the biggest insights from Alex…1.) The Artist's Trap: Why Your Personality Isn't a Business Model Most entrepreneurs start as the “artist” in their business—personally handling everything because they're great at what they do. But Alex reveals why this approach is a trap. If your business depends entirely on your talent, energy, and personality, it's not scalable. Alex shares how to escape the artist's trap and become a true leader—one who builds a business that runs smoothly, even when you're not in the room.2.) Healthy Accountability Drives GrowthAlex explains how to create a culture of feedback where team members feel empowered rather than criticized. Discover the system he uses to give feedback and measure team performance without hurting morale.3.) The 4-Steps to Operationalizing Your Business Alex walks through his 4-step process to make excellence predictable and repeatable: Standardize, Document, Evaluate, and Improve. Whether you're running a team of 5 or 50, this framework will help you scale without chaos.4.) How Founders Can Delegate Their Unique Skills and TalentsMany founders struggle to delegate their strongest skills because those talents come naturally to them. But Alex shares how to break this barrier by identifying your core strengths, distilling them into clear, teachable processes, and empowering your team to replicate them. He reveals why your greatest strengths can become your greatest bottleneck if not properly transferred.SHOW NOTEShttps://bradleyjohnson.com/117FOLLOW 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. TP05254485404See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mentorship can shape not just careers, but entire industries, especially when it's driven by purpose and authenticity. How do you transform personal challenges into leadership? How do you create space for underrepresented voices in finance? In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Kellan Brown, Chief Operating Officer and Chief Development Officer of 100 Women in Finance, about her path from sports marketing and construction to finance, and her mission to elevate women and students through education, mentorship, and advocacy. Kellan shares her insights on career transitions, the power of relationships, and building inclusive opportunities across the financial sector. Kellan and Larry explore: Kellan's path to leadership in finance Transitioning careers during the pandemic The impact of a pivotal “Queen Bee” experience on mentorship Distinguishing mentorship from sponsorship The mission and pillars of the FinServ Foundation Tips for leaning into mentorship at any career stage Transitioning skillsets across industries And more! Resources: Mitlin Financial   The JOY and Productivity Journal by Lawrence Sprung  Download Your Free Copy of the Couple's JOYful Money Guide Connect with Larry Sprung:  LinkedIn: Larry Sprung Instagram: Larry Sprung Facebook: Larry Sprung X (Twitter): Larry Sprung Connect with Kellan Brown:  LinkedIn: Kellan Brown Website: 100 Women In Finance Kellan.Brown@100women.org  About our Guest: Kellan Brown Chief Operating Officer/Chief Development Officer, 100 Women in Finance Kellan's career in Executive Leadership spans over 15-years and three separate industries. She is considered a subject matter expert in strategic growth leadership and implementing mentorship programs in firms and non-profits. Kellan previously served as Executive Director for the FinServ Foundation, a 501(c)(3) where their mission is to empower the next generation of financial professionals through coaching, mentorship, and community. Kellan is an advisory member of Hand to Hand, a Foundation Fund that grants funding for women-led non-profit organizations and is an advisory board member for Focal, an enterprise grade AI technology solution for wealth management firms.  In addition to her non-profit and board work, Kellan was the Chief Growth Officer for a financial technology firm and led the Retirement Strategies Division at Finance of America where she also chaired the Mentorship committee. Kellan has been recognized as a Disruptor by WealthManagement.com, a Women to Watch by InvestmentNews and won the Ascension Award for women-led companies. In May of 2024 the FinServ Foundation won global recognition by WealthBriefing for their Mentorship Program Kellan led and she was recognized for Luminaries with a Heart by ThinkAdvisor in December 2024. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site.  

What if your next big client isn't ignoring you—they just don't understand you yet?In this powerful conversation, Greg Chick unpacks the mindset shift that turned his decades of sales rejection into a system of trust, clarity, and sustainable client growth.This isn't just about financial services—it's about the universal moment where we realize: people don't buy because they're not sold... they buy because they're finally clear.If you've ever felt stuck chasing leads, wondering why great conversations aren't converting—this episode will completely reframe how you think about rejection, follow-up, and building real relationships in business.

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, breaks down one of the most overlooked but critical elements of financial planning: the discovery meeting. Whether you're already a client or just starting to explore a relationship with an advisor, understanding how PAX approaches discovery reveals a lot about what it means to truly serve clients with clarity, care, and purpose. Darryl shares a behind-the-scenes look at how PAX advisors engage with new clients - not with sales pitches or pressure, but with thoughtful questions and deep listening. Through personal stories, lessons from past client experiences, and insights drawn from behavioral finance, this episode offers a valuable window into how the right discovery process sets the foundation for long-term success. Key highlights of the episode include: What a discovery meeting is really about - and how it differs from old-school sales tactics. Why the first question a good advisor asks isn't “What do you have?” but “What do you want?” How behavioral finance tools like “Money Mind” and “Honest Conversations” help uncover what truly matters. The importance of including both spouses - and why trust, relief, and clarity are the true deliverables. How today's advisors are thinking partners - not brokers, not salespeople - and why that distinction matters. Whether you're looking to revisit your own financial goals or want to understand how PAX serves the people you refer, this episode reframes financial planning not as a product, but as a partnership rooted in values and vision. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend!

Highlights from the episode include:-Why having a successor doesn't mean you've solved for succession.-The real risks of passing your business to an underprepared or undercapitalized G2.-Why external buyers may offer a better deal - and still keep your G2 in the picture.-How top acquiring firms use process, mentorship, and scale to support long-term success.-The critical mindset shift advisors must make to ensure client continuity and practice value.If you've already “picked your person” but haven't explored every option - or if you've avoided the conversation altogether - this episode offers the clarity you didn't know you needed.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