Podcasts about Financial services

In this heartfelt episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, sits down with fellow PAX advisor David Alvarez to discuss a deeply personal and often overlooked financial planning topic - supporting families who have children or loved ones with disabilities. David shares his own journey into financial services, shaped by his family's background and a career that began at the peak of economic uncertainty. Now a key member of the PAX team, David has developed a specialized focus on serving families navigating the complex realities of long-term disability planning. Together, Darryl and David explore: • How David's passion for serving families with special needs began. • The emotional and financial toll of long-term illness or disability. • Key planning tools like ABLE accounts and Special Needs Trusts. • The importance of acting on important, but not always urgent, financial tasks. • How PAX's “Honest Conversations” methodology helps both spouses find clarity and peace of mind. Whether it's planning for a child with autism, preparing for future medical expenses, or simply figuring out where to start, this episode offers real-world guidance for those walking a challenging path. If you or someone you know is navigating life with a loved one who has special needs, don't miss this episode. And remember - you think different when you think long term. Learn more or reach out at PAXFinancialGroup.com.

I'm joined by Bernadette Nulty, VP International Financial Services at IDA Ireland, for this episode of The Aquest Podcast. I was interested to learn about the types of financial services firms which are exploring the possibility of establish a presence in Ireland at the moment and the trends that IDA Ireland is seeing. I also wanted to understand the key factors that cause firms to choose Ireland and the ways in which IDA Ireland can support these firms on their journey. Bernadette and I discuss the continued support that IDA Ireland provides to inward-investing firms that set-up in Ireland and the areas of focus that are attracting their attention as they seek to grow and thrive here. Needless to say, AI, R&D and training are high on the list! Many thanks to Bernadette for sharing her knowledge and insight. Enjoy!

"Customers are now expecting highly personalised, seamless, and efficient interactions across all the touch points,” stated Rahul Sareen, the Senior Leader–Cross Industry, Private Equity and Startups Solutions at Amazon Web Services (AWS). Sareen's statement represents the state of customer experience (CX) today. It's a demand that is forcing businesses to completely rethink how they engage with customers.In the recent episode of the Don't Panic It's Just Data podcast, John Santaferraro, CEO and Head Research Analyst at Ferraro Consulting, speaks to Gary Class, Industry Strategist, Financial Services at Teradata and Sareen. They discussed how data, AI, and hyper-personalisation are reshaping customer experience (CX). The time of one-size-fits-all customer service is long over. Sareen emphasises this change by quoting Jeff Bezos: "If you have 4.5 million customers, then you cannot just build one store. You have to build 4.5 million stores." This isn't just about dividing customers into groups; it's about providing a truly unique and personal experience for each person. How AI is Enhancing Customer Experience (CX)Alluding to the use of gen AI and AI agents in customer experience (CX), Class highlights a key application of AI – analysing unstructured data. He says, “The one time that customers tell you what they really want and need, it's on the phone." By "grafting the unstructured data analysed through speech and text onto the structured data," businesses get equipped with rich insights on untapped possibilities. Overall, it also provides a 360-degree preview of the customer experience (CX), which allows for increased proactive and custom developments.AI agents are set to take hyper-personalisation to new heights, the podcast guests believe. Alluding to the pros, Sareen points to their "predictive and proactive nature," which lets AI agents "identify and resolve issues before even customers are aware of them." Imagine a situation where a device automatically finds a problem, starts a support case, identifies a solution, and even applies a fix—all in real-time and without any input from the customer. Sareen calls this the "Nirvana state" of AI-driven customer service. It promises a smooth and genuinely smart experience.Unified Platform for Simplified Quality DataSimplifying how we manage raw data and turn it into quality data in a single system is critical for meeting the needs of AI in customer experience (CX).This is where Teradata comes in. Class says the company's approach centres on "harvesting all the data that you can collect in a conformed and harmonised framework." Their strategy includes providing industry-specific data models and leveraging the "capacity of a relational database engine that can deal with complexity at...

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. The shredding of Banksy's Girl with Balloon live at auction in 2018 has gone down in art history. Alex Branczik, Chairman and Head of Modern & Contemporary Art Europe and Asia, reveals how Sotheby's navigated the newly titled Love is in the Bin through a media storm and into a new market moment. ⁠⁠Further details about the episode subject⁠⁠ The Specialist is brought to you by Sotheby's Financial Services. SFS offers asset-based loans to unlock the value of your fine art, automobiles and other luxury collectibles. Visit ⁠⁠sothebys.com/sfs⁠⁠ to find out more. To step further into the World of Sotheby's, visit any one of our galleries, which are open to the public. Explore more at ⁠⁠sothebys.com⁠⁠. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Send us a textIn this episode of Money Majlis, the second of two episodes on agentic AI in financial services, host Suvo Sarkar meets Eran Agrios, Senior Vice President and General Manager of Financial Services at Salesforce, for a dynamic conversation about the state of AI-driven transformation in banking. With over 17 years of leadership experience at Salesforce, Eran brings a rich perspective into the impact of agentic AI on the service delivery of financial services. The pressure to adopt AI and unlock the value of data in banks is stronger than ever. Eran shares insights from the front lines, describing how banks are shifting from years-long digital transformation projects to AI implementations measured in weeks or even days. She highlights the critical role of data as the true differentiator in a world where technology is increasingly accessible to all. The conversation explores Salesforce's latest advancements like Agent Force 2.0, tools designed to empower banks and insurers with scalable, AI-powered digital workforces that combine automation, compliance, and industry expertise. Eran explains how these solutions help organizations streamline operations, personalize client experiences, and maintain trust in a highly regulated environment. Eran and Suvo also discuss the balance between technology and the human touch, especially as millennials and Gen Z inherit unprecedented wealth and expect seamless digital experiences. The episode delves into the unique opportunities for financial innovation in the Middle East, where fewer legacy systems allow for leapfrogging into the future, and how Salesforce is investing in regional talent and partnerships to support national transformation goals. With stories of real-world impact—from AI chatbots resolving millions of customer queries to upskilling the next generation of tech leaders—this episode offers a compelling look at how financial services are being reinvented. It also delves into Eran's leadership principles of innovation, collaboration, and execution, her practice of listening to podcasts at a speed of 1.8 and her passion for gardening.  Do remember to visit www.moneymajlis.com to redeem your free $50 GiveCard for a charity of your choice.  Research by Ojas Sekhri Produced by Sabine Achkar at Poddster Giving partner : Goodworld

A citizen of the Cherokee Nation, Jay Hannah served as the Nation's Secretary-Treasurer and as Chairman of the Nation's 1999 Constitution convention.As Board Chairman of Cherokee Nation Business, Jay directed the Nation's holding company for all enterprise operations. He Co-Chaired the Nation's Private Industry Council with Principal Chief Wilma Mankiller.A community banker for over 40 years in Oklahoma, Jay has served as bank president in the communities of Guthrie and Tahlequah. As head of Financial Services for BankFirst, Jay supervises a wide range of profit centers and support units.He is a frequent lecturer at a variety of schools offered by the Oklahoma Bankers Association.In Jay's oral history, you will encounter a history lesson of the Cherokees as it relates to the state of Oklahoma, on the podcast and oral history website VoicesOfOklahoma.com.

In this episode of The Consumer Finance Podcast, Chris Willis is joined by veteran litigators and Troutman Pepper Locke Partners Mary Zinsner and Heryka Knoespel to dissect a groundbreaking Fourth Circuit decision on bank liability in wire transfer fraud cases. The ruling clarifies the actual knowledge standard under the Uniform Commercial Code, rejecting negligence-based liability and safeguarding the speed and efficiency of the banking system. Discover how this decision impacts future litigation and the banking industry's approach to fraud prevention.

In this week's AJ Bell Money and Markets podcast, Laith Khalaf and Tom Selby dive into what's been moving in markets, from the FTSE hitting 9,000 [01:17] to Bitcoin hitting a record high [04:10]. We'll also be talking through the latest inflation figures to come out of the UK and US and what that might mean for interest rates [11:25]. The Chancellor has delivered her annual Mansion House speech to the city, and there were a lot of big changes announced. Laith and Tom discuss ISAs [14:52], boosting retail investing and changes to the banking and mortgage market [29:42]. Finally we have an interview with Lynda Shillaw, CEO of the property development company, the Harworth Group, about trends in the sector and Harworth's promotion to the FTSE 250 [34:20].

You're growing your business, but is your marriage growing with it?In this special conversation, Sarah and I sat down with Christa Hardin—licensed therapist, Enneagram expert, and host of The Enneagram + Marriage Podcast—to share the behind-the-scenes story of how we almost separated just months after launching Triad. We talk about how the Enneagram, therapy, and a Sunday morning ritual helped us rebuild our relationship from the ground up.We open up about our journey from high school sweethearts to partners raising a family and scaling a fast-growing company—while navigating the emotional ups and downs of entrepreneurship and marriage.We get real about what it took to go from tension and resentment to connection and respect, and how we now support each other emotionally, practically, and professionally.If you want to build a business and a home life that both thrive, this episode is for you.3 of the biggest insights from Brad and Sarah…#1.) Therapy Isn't a Sign of Struggle, It's a Sign of StrengthWhat started as a tough talk in Napa turned into weekly therapy that helped Brad and Sarah reconnect—and gave their kids a model of what healthy relationships look like. Therapy isn't a weakness. It's what showing up really looks like. #2.) Hire an EA Who Manages Life, Not Just BusinessMost entrepreneurs use their EA for scheduling. Brad uses his to protect his marriage. By looping Sarah into calendar decisions, they built a system that prevents business from overrunning family and stops resentment before it starts.#3.) How Enneagram Helped Them Understand (Not Fix) Each OtherBrad's a 7 (The Enthusiast). Sarah's a 6 (The Loyalist). The Enneagram helped them move from conflict to collaboration, turning their differences into a strategic advantage, at home and in business.SHOW NOTEShttps://bradleyjohnson.com/125FOLLOW 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.

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, sits down with Roger Stukkie - Certified Financial Planner™, Certified Kingdom Advisor®, and Financial Advisor at PAX - for a thought-provoking conversation about the intersection of faith and finances. From biblical definitions of generosity to real-world giving strategies, this episode dives into steps you can take to be both a Christian and a steward of your financial resources. Darryl and Roger explore how aligning your money mindset with your faith can lead to deeper fulfillment, more intentional giving, and long-term impact. Key Highlights Include: • The difference between becoming a Christian and living as one - especially when it comes to money. • Why generosity is more about stewardship than sacrifice. • How to overcome skepticism and give with confidence (even if you don't fully trust the organization). • Checks and balances in nonprofit financials and how to evaluate them. • Two tax-efficient giving strategies every faith-driven investor should know: QCDs and donor-advised funds. Whether you're a faith-forward investor or simply exploring how your values align with your financial life, this episode offers practical tools and spiritual insight to help guide your giving. 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!

In our third episode in a series to spotlight the latest in global developments in payment systems from a financial inclusion lens, Sonja Kelly, Global Head of Women's World Banking Institute, joins Joanna Wisniecka to dive into design principles for inclusive digital financial systems and how all end users benefit when design considers the specific needs of women. Listen in as they discuss barriers to women's financial inclusion, the critical importance of addressing safety and trust issues, and potential benefits and risks associated with emerging technologies like AI and CBDCs.

On this episode of Chit Chat Stocks, Ryan gives a research report on Grab Holdings (Ticker: GRAB), the Uber and DoorDash (and more?) of Southeast Asia. We discuss:(02:20) The Birth of a Super App(09:23) Grab's Business Model Evolution(23:40) Expanding Services: Delivery and Beyond(30:59) Financial Services: A New Frontier(34:10) Growth and Risks of GXS Bank's Loan Portfolio(36:41) Challenges of Analyzing New Banks(39:19) Is Grab Trying to Do Too Much?(41:58) Competition Landscape: Grab vs. Uber(46:20) Grab's Market Position and Financial Services(49:34) Valuation Insights and Financial Projections(59:23) Management Evaluation and Future Outlook*****************************************************JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. Subscribe Today: https://thescienceofhitting.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

In this heart-opening episode of The Dr. Ginny Show, Dr. Ginny Baro sits down with sports psychologist and resilience expert Dr. Haley Perlus to explore a new way of leading under pressure. Drawing on real stories from the slopes to the C-suite, they uncover how high-performing leaders in Financial Services and STEM can transform stress into strategic momentum.You will discover that resilience isn't about bouncing back quickly, rather it's about bouncing back with intention, clarity, and care. With honesty and humor, Dr. Ginny and Dr. Haley unpack the everyday pressures leaders face and how to meet them with presence, not panic.By listening to this episode, you will:Gain a fresh lens for identifying and responding to three different types of pressureLearn a practical mindset reset that helps you and your team shift from overwhelmed to focusedWalk away with tangible strategies to lead with empathy, curiosity, and ownershipWhether you're leading a team through transformation or simply trying to stay grounded under daily demands, this episode brings real tools and real stories to support your journey.Our guest, Dr. Haley Perlus, is a PhD in Sports Psychology, a Performance Coach, Speaker, and Author with over 16 years of experience. To connect with Dr. Haley, email haley@drhaleyperlus.com or visit her website, drhaleyperlus.com. LinkedIn profile: https://www.linkedin.com/in/dr-haley-perlus/Recommended resources:If this resonates, let's connect to explore your top challenges. Whether you're focused on advancing your career, developing high-performing teams, retaining top talent, or creating clear strategies for leadership growth in the AI era, we are here to support your journey.Looking for ways to grow and lead fearlessly?Subscribe, share with your team, and join the ExecutiveBound Inner Circle for weekly strategies to lead with more confidence, clarity, and purpose.https://drginnybaro.com/innercircleVisit DrGinnyBaro.com/events to access high-value resources or explore upcoming complimentary events and leadership development opportunities.Claim your digital or paperback copy of Healing Leadership or Fearless Women at Work to gain actionable insights for you and your team.Let's expand our network!Send me a LinkedIn connection request. I'd love to share my network of over 27K members with you: https://www.linkedin.com/in/ginnybaroWatch the YouTube version of the podcast for visual insights: https://www.youtube.com/@drginnybaro/videosThe Dr. Ginny Show content may not be reproduced, distributed, or transmitted in any form without prior written permission.

The meeting covered introductions and updates from various participants. Jim Farris discussed his real estate focus, while Clark Hoover highlighted his work on private credit. Stephen Burke presented a bullish outlook on the US economy, citing strong GDP growth, consumer net worth, and corporate profits. He also addressed concerns about tariffs, trade uncertainty, and geopolitical risks. The discussion transitioned to AI's role in business intelligence and decision intelligence, with examples from Radek Biszkont and Jukka Heikka. AI applications in finance, including portfolio optimization and data analysis, were highlighted, emphasizing AI's potential to streamline processes and improve decision-making. The meeting discussed various applications and implications of AI. Hana Hussein highlighted AI's role in identifying profitable sales channels and increasing company valuations. Jukka Heikka emphasized AI's scalability benefits. Clement Utuk noted AI's potential in customer service and manufacturing. Lucia Ordonez-Gamero raised cybersecurity concerns. Belinda Kǒkóèkà Ephraim stressed the importance of proprietary data in AI's effectiveness. Lubna Dajani warned about AI's potential misinformation. J.P. Keating discussed data quality and security. Christine Nady proposed using AI to enhance human-to-human connections and decision-making. Anita Vadavatha highlighted the shift towards synthetic data. The session concluded with a focus on AI's practical uses and ethical considerations.You can subscribe to various 361 events and content at https://361firm.com/subs. For reference:  - Web: www.361firm.com/home - Onboard as Investor: https://361.pub/shortdiag - Onboard Deals 361: www.361firm.com/onb - Onboard as Banker: www.361firm.com/bankers - Events: www.361firm.com/events - Content: www.youtube.com/361firm - Weekly Digests: www.361firm.com/digest

Thomas Cuvelier, Partner, RTP GlobalVenture capital firm RTP Global says it invests in ‘ambitious founders reshaping the world through technology'. The focus in FinTech funding now is very firmly on AI and likely to remain there for some time. The impact of developments in artificial intelligence are only just beginning to be felt. Robin Amlôt of IBS Intelligence speaks to Thomas Cuvelier, Partner at RTP Global.

This week, Jack Sharry talks with Jeffrey Levi and Rafael Couto for a deep dive into the future of wealth management. Jeffrey is a Principal at Casey Quirk Deloitte and leads the firm's Strategy Offering for Financial Services. He advises wealth and asset managers on complex strategic challenges and spearheads research in areas like private credit, alternative investments, and evolving investment strategies. Rafael, a Senior Manager at Deloitte, helps wealth managers and retirement providers navigate large-scale technology and operational transformations. He focuses on boosting efficiency and improving service delivery, particularly in the growing convergence of workplace and wealth management. Together, they unpack Casey Quirk's latest white paper, which outlines five key growth drivers for the wealth management industry over the next decade. They explore the critical capabilities top-performing firms are building—and how these firms are aligning strategy, technology, and operations to deliver stronger growth and better client experiences. In this episode: (00:00) - Intro (02:37) - Why Deloitte is doubling down on wealth management research (04:03) - Casey Quirk's research participants (06:01) - The five core drivers of future growth in wealth management (09:43) - How these capabilities show up across different channels (11:00) - What it means to build a “transformative DNA” within a firm (15:30) - The challenge of delivering a truly holistic client experience (19:40) - How leading firms are earning and maintaining client trust (24:30) - Why the core wealth platform is becoming a key competitive edge (26:52) - Taking an end-to-end approach to platform design (29:14) - What the future of work looks like in this space (33:17) - Rafael's and Jeffrey's interests outside of work Quotes "In our advisory work, we're seeing a widening gap in performance, growth, and advisor and client experience in the overall marketplace. Some firms are winning, some firms are clearly more stagnant, and in some cases, some firms are starting to decay." ~ Jeffrey Levi "The ecosystem that exists today is going to look very different in five to 10 years because service providers are all evolving to become technology providers. We're seeing massive convergence across servicers, technology firms, clearing and custody firms, TAMPs. We're seeing IBDs want to launch a platform as a service model to serve other parts of the landscape." ~ Jeffrey Levi "When we looked at the characteristics of those that are growing faster, we really saw that they're shaping their services around financial advice and having that at the center of the journey." ~ Rafael Couto "When we say end-to-end, it is what you put in front of the client that matters. But then you have to think all the way down to the operational component, and how you bring everything together. The value you bring to the client is what really makes you win in the market." ~ Rafael Couto Links  Jeffrey Levi on LinkedIn Casey Quirk, A Deloitte Business Rafael Couto on LinkedIn Deloitte Chip Roame Ridgefield 8 Bocce Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

New research from the Financial Services Council reveals that New Zealanders are quick to insure their cars, homes, and gadgets - but they're far less likely to protect their health, income, and lives. The report, titled Money & You: Valuing Belongings Over Ourselves, shows New Zealanders are twice as likely to have car insurance over life or health insurance. FSC CEO Kirk Hope says expanding access to private insurance through workplace schemes would help improve coverage across the population." LISTEN ABOVESee omnystudio.com/listener for privacy information.

Today, we're talking to Nick Calver, VP of Financial Services at Palo Alto Networks. We discuss the state of AI ransomware attacks, what the mindset is to best prepare for them, and how to think about product consolidation in order to best serve your customers. All of this right here, right now, on the Modern CTO Podcast! To learn more about Palo Alto Networks, check out their website here.

Hey everyone! Anupam Gupta is back with an exclusive conversation with Sandip Raichura, a key figure at PL Capital, a firm with a storied history spanning over 80 years in Indian finance. Get ready to unlock the secrets to India's burgeoning wealth creation! We're going deep into the transformative journey of India's equity culture, driven by innovations like Aadhaar and UPI. Sandip shares a candid view on the retail trading boom, the challenges of derivatives, and how SEBI is shaping a more transparent market. Discover PL Capital's unique approach to maintaining strong yields through high-value advisory, proving that quality advice is worth the premium. This episode is a goldmine for investment ideas! Sandip reveals the "Golden Decade" thesis and the specific sectors poised for exponential growth: from the thriving Financial Services space to the game-changing EMS, resilient Consumption, and foundational Infrastructure. Plus, don't miss his insights on Defense as a strategic sector. For those just starting their investment journey, Sandip offers actionable, no-nonsense advice on choosing the right partner and cultivating a long-term mindset. He also gives a direct message to aspiring Relationship Managers on what it takes to thrive at PL Capital. This is your master key to understanding and profiting from India's financial future!See omnystudio.com/listener for privacy information.

U.S. tariffs may drive more dispersion in market and security returns, creating yet more opportunity to earn alpha, or above-benchmark returns. Vivek Paul, Global Head of Portfolio Research at the BlackRock Investment Institute, shares two ways of capturing this additional alpha on offer. 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.BIIM0725U/M-4657031

"We're looking for ways to make an impact for credit unions of all sizes.” - Nick BrownThank 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 Nick Brown, Senior Trainer & President/CEO at SalesCU, which has the honorable distinction of being named the Top Sales Training Company for two years in a row! Nick joins me to share his journey into the credit union industry and how he found his passion for sales and coaching, explaining how SalesCU helps credit unions move from a reactive, order-taking service approach to a proactive sales culture that adds real value for members.In our conversation, Nick covers the four essential elements SalesCU focuses on to build an effective sales culture and highlights the importance of leaders becoming effective coaches who observe, plan, develop, and hold their teams accountable in a positive way. He also shares his vision for the future, focusing on making SalesCU's programs accessible to credit unions of all sizes to help them deliver the value their members deserve.Nick reflects on his own life-saving experience at a Children's Miracle Network hospital as a child, sharing how SalesCU is donating a portion of its earnings to support Credit Unions for Kids.As we wrap up the episode, Nick reveals what about his childhood soccer coach inspired him, what cities he would most like to visit, and what book he believes everyone should read. Enjoy my conversation with Nick Brown!Find the full show notes on cuinsight.com.Connect with Nick:Nick Brown, Senior Trainer & President/C.E.O. at SalesCUsalescu.com Nick: LinkedInSalesCU: LinkedInBook mentioned: The Gap and the Gain by Dan Sullivan & Dr. Benjamin Hardy

In this episode, we dive into the unique cybersecurity challenges faced by the financial services sector, from high-value targets and strict compliance requirements to the constant threat of phishing and ransomware. We'll break down common attack paths, what makes financial orgs so attractive to threat actors, and most importantly, what IT and security teams can do to stay ahead. Whether you're on the red team, blue team, or in leadership, this episode will help you strengthen your security posture in one of the most targeted industries on the planet.Blog: https://offsec.blog/Youtube: https://www.youtube.com/@cyberthreatpovTwitter: https://x.com/cyberthreatpov Follow Spencer on social ⬇Spencer's Links: https://go.spenceralessi.com/mylinks Work with Us: https://securit360.com

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Kathleen Rehl, Author and Educator about changing the way we think about widows, legacy and refirement. Key Takeaways: Retirement is outdated, we need to re-define as refirement.  Refirement means finding fulfillment (meaning and purpose). Rethink aging as a positive experience.  Financial planning is everyone, not just for rich people The importance of charitable giving. Align our values and what matters most to us in life with money.Connect with Kathleen Rehl:  LinkedIn (here) Resources on Kathleen's Website (here):Financial Steps for Recent Widows: Reclaim your financial statusLegacy Lifeprint: Share your values with your family and friends as your lasting legacy of love.Impactful Empathy: What to say and how to say it to your grieving widowed client Book:Moving Forward on Your Own: A Financial Guidebook for Widows (Amazon) Resources mentioned:American College: Chartered Advisor in Philanthropy program (here)Camp Widow (here)Cerulli Study - Transfer of Wealth to Widows (here)HumbleDollar (here)Michael Kitces Nerd's Eye View blog (here)Modern Widows Club (here)Bio: Kathleen M. Rehl, Ph.D., CFP®, CeFT® Emeritus is a distinguished financial expert, author, and advocate with over two decades of experience in the financial planning industry. She spent 18 years as the owner of Rehl Financial Advisors before embarking on a six-year encore career dedicated to empowering widows through her award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows, along with her speaking, research, and mentoring. Now in her 79th year, Kathleen embraces "reFirement"—a vibrant phase of life centered on purposeful living. As Adjunct Faculty at The American College of Financial Services, she continues to share her expertise and passion for empowering widows and others navigating life transitions. Kathleen's thought leadership has been prominently featured in publications such as The New York Times, The Wall Street Journal, Next Avenue, Kiplinger's, CNBC, Nerd's Eye View, Humble Dollar, Sixty & Me, AgeBuzz, and Rethinking65. Her writing and speaking engagements emphasize financial empowerment, legacy planning, and enhancing philanthropic impact. Whether addressing the challenges of widowhood, exploring avenues for purposeful living, or fostering meaningful contributions, Kathleen offers compassionate guidance and actionable insightsSupport the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

This interview was recorded for the GOTO Book Club.http://gotopia.tech/bookclubRead the full transcription of the interview hereRuss Miles - Engineering Manager, Chaos Engineering Practitioner & Co-Author of "Cloud Native Application Protection Platforms"James Lewis - Software Architect & Director at ThoughtworksRESOURCESRusshttps://bsky.app/profile/russmiles.bsky.socialhttps://github.com/russmileshttps://www.linkedin.com/in/russmilesJameshttps://bsky.app/profile/boicy.bovon.orghttps://twitter.com/boicyhttps://linkedin.com/in/james-lewis-microserviceshttps://github.com/boicyhttps://www.bovon.orgDESCRIPTIONIn this episode of GOTO Book Club, James Lewis and Russ Miles discuss Cloud Native Application Protection Platforms (CNAPPs), focusing on how they promote collaboration across security and development teams.Russ shares insights from his book, emphasizing the importance of OODA loops, balancing innovation with safety in platform design, and the benefits of off-the-shelf versus custom CNAPP solutions. Looking ahead, he predicts platform engineering will evolve into a commercial strategy like AWS and that AI will augment human decision-making, enhancing creativity and collaboration in the engineering field.RECOMMENDED BOOKSMiles, Giguere & Smith • Cloud Native Application Protection PlatformsMina, Warda, Marins & Miles • Digitalization of Financial Services in the Age of CloudRuss Miles • Learning Chaos EngineeringDan Pilone & Russ Miles Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify Inspiring Tech Leaders - The Technology PodcastInterviews with Tech Leaders and insights on the latest emerging technology trends.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!

Joining Ivan for the Friday Forum today was Robert Troy TD, Minister of State at the Department of Finance with special responsibility for Financial Services, Credit Unions and Insurance, Fianna Fáil, Longford-Westmeath. Gary Gannon TD, Spokesperson for Justice, Home Affairs and Migration, Social Democrats, Dublin Central. Also on the panel was Jane Matthews, Political Correspondent, at the Journal.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Audreanna Ayala.

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Audreanna Ayala.

Key highlights include:-The difference between top-line and bottom-line deal structures, and what that means for your autonomy.-Why nimble capital from family offices might outperform “big name” PE firms.-What to ask before giving up equity, including the real cost of future clawbacks.-How the wrong deal can make you feel like a W-2 employee all over again.-When debt may be a better option than private equity - and what Kevin O'Leary had to say about it.Whether you're actively exploring a liquidity event or just fielding calls from buyers, this episode will equip you with the questions - and mindset - you need to protect your legacy and make the right long-term move.Looking for honest advice on your options? Learn more at www.eliteconsultingpartners.com

Innovative technologies are penetrating all sectors and all countries, including the financial services industry. In this episode, CSIS Senior Fellow Romina Bandura and Hedera Chief Policy Officer Nilmini Rubin discuss how innovative technologies can build the next generation of financial services. The conversation centers around the use of distributed ledger technology (DLT) and tokenization, along with the regulatory frameworks needed to support its implementation in the U.S. and internationally. 

In this special crossover edition of Payments Pros and The Consumer Finance Podcast, Carlin McCrory and Jason Cover are joined by their colleague Caleb Rosenberg to explore the evolving landscape of small business financing. They highlight the significant growth in diverse financing products and providers, which have expanded funding access for small businesses, particularly startups.The discussion outlines the evolution from traditional bank lending to the rise of online and fintech solutions, which have filled gaps left by conventional lenders. The group also examines the complexities of the regulatory environment, focusing on the increased scrutiny from state legislatures and the introduction of consumer-like disclosure requirements for small business lending.Additionally, they consider the impact of recent legislative changes in states like Texas and Louisiana, which could transform financing practices. The conversation includes best practices for structuring and servicing financial products while also speculating on future regulatory trends and the potential influence of federal oversight by the FTC.

In our industry, family-run firms are common. But handing the business down to the next generation is rarely seamless.Triad Member Ben Grosko knows that firsthand. After years of saying no to joining his dad's firm, he eventually stepped in—not just as an advisor, but as the eventual successor to a decades-long legacy.Since joining the firm in 2015, Ben has helped drive growth from $15M to $70M in annual new assets. That kind of transformation didn't come from grinding harder—it came from smarter systems, a unified client experience, and a shift from a founder-led model to a true team-first approach.In this episode, Ben opens up about what it really takes to navigate succession in a family business, scale sustainably, and build something bigger than yourself.3 of the biggest insights from Ben Grosko …1.) Succession Planning: How to Pass the Baton Without Dropping ItSuccession planning in a family business is never simple. Ben opens up about how they slowly shifted roles, responsibilities, and leadership, without letting the business (or family) fall apart.2.) Scaling From $15M to $70M in Annual New AssetsSince joining the firm in 2015, Ben has helped drive growth from $15M to $70M in annual new assets. He unpacks the systems, tech, and planning process upgrades—like eMoney and Riskalyze—that fueled that scale and created a more consistent client experience.3.) From I to We: Empowering The Entire TeamThe biggest unlock? Moving from an “I” to a “We” mindset. Shifting from a founder-led firm to a true team-driven business. Ben reveals how a team-first model—with defined roles, clear career paths, and shared ownership—freed up advisors to focus on what they do best and gave the entire firm room to scale without burnout.SHOW NOTEShttps://bradleyjohnson.com/124FREE 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. TP07254613392See 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, tackles one of the biggest challenges facing investors today: information overload. With news headlines, political rhetoric, and market commentary flooding our daily lives, making sound financial decisions can feel like navigating a maze. Darryl breaks down the subtle (but critical) differences between mentors, coaches, and consultants - and explains why having a trusted guide can help you stay rational when emotions threaten to derail your long-term strategy. Key Highlights Include: • How mentors, coaches, and consultants each play unique roles in your financial life. • The behavioral traps that can derail even the most rational investors. • A real-life case study of emotional decision-making during market turmoil. • How misinformation influences your perception of risk and opportunity. • Why your advisor should be more than just a financial “consultant”. Whether you're feeling stuck or simply want to build a better decision-making framework, this episode offers a thoughtful and empowering perspective. 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! Resource: https://www.justfactsdaily.com/50-examples-of-fake-news-in-2024 

House Committee on Financial Services and House Leadership announced that the week of July 14th will be “Crypto Week.” The House of Representatives looks forward to considering the CLARITY Act, the Anti-CBDC Surveillance State Act, and the Senate's GENIUS Act as part of Congress' efforts to make America the crypto capital of the world.Guest: Ron Hammond - Head of Policy and Advocacy at WintermuteWintermute website ➜ https://bit.ly/WintermuteCryptoFollow Ron on Twitter ➜ https://x.com/RonwHammond00:00 intro00:15 Sponsor: iTrust Capital00:37 Ron Hammond01:02 Blockchain Association Odds01:25 Crypto Legislation Odds04:00 Postponed Hearing05:15 Robinhood Tokenized Equities06:32 UK & US Lobbyists Unite09:08 Brad Garlinghouse vs Elizabeth Warren12:12 Crypto Week Incoming13:48 Data Privacy & Congress15:57 TikTok Deal Next Week16:58 New TikTok App September 5th18:44 Crypto Capital of The World20:23 outroCrypto #XRP #Bitcoin~D.C. "Crypto Week" Coming!

In this special series of the Oyster Stew podcast, Oyster Consulting's Pete McAteer, Dan Garrett and Jeff Gearhart team up with Carolyn Welshhans, a partner at Morgan, Lewis & Bockius LLP, to unpack the real-world applications, regulatory risks, and emerging opportunities of AI.In our kickoff episode, the panel explores how firms are already leveraging AI to drive compliance efficiency, manage operational workflows, and reduce false positives in surveillance systems—starting with smarter email review. Whether you're evaluating new fintech tools, implementing generative AI, or managing governance across platforms, this series offers essential insights from industry veterans with decades of hands-on experience in wealth management, trading, technology, and SEC enforcement Oyster Consulting has the expertise, experience and licensed professionals you need, all under one roof. Follow us on LinkedIn to take advantage of our industry insights or subscribe to our monthly newsletter. Does your firm need help now? Contact us today!

In Part 2 of our Risk Intel podcast series with our partners at Plansmith, Edward Vincent welcomed back Craig Hartman, Chairman and CEO of Plansmith, to explore a question that resonates with every financial leader: Once you've identified execution risk, how do you actually reduce it? Craig's decades of experience helping banks and credit unions navigate planning and budgeting challenges make him uniquely equipped to answer this question. In this episode, he shares actionable insights on how organizations can move beyond simply naming their risks to building a culture that consistently mitigates them. Listen to the full episode here to learn more. Follow us to stay in the know!

This episode examines how digital transformation, cloud migration, and AI are shaping the future of banking and ERP. It opens with an overview of the most significant trends for 2025, highlighting the shift to digital-first strategies and the growing reliance on cloud solutions. Falk Rieker discusses the challenges banks face in understanding customer needs, building loyalty, and managing data complexity. The conversation covers practical examples of AI integration in banking, explores strategies for effective data management, and considers how banks can differentiate themselves in a competitive landscape. The episode concludes with advice for leaders on navigating business transformation and enhancing user experience in financial services.

Artificial intelligence and other mega forces are transforming the world – and disrupting traditional long-term macro anchors like stable inflation and predictable growth. To navigate this, the BlackRock Investment Institute outlines three key themes in our 2025 Midyear Outlook. Wei Li, Global Chief Investment Strategist at BlackRock, shares more.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.BIIM0725U/M-4638158

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. Rubens' early masterpiece The Massacre of the Innocents was hidden away for nearly 250 years. George Gordon, Deputy Chairman, Sotheby's Europe and Co-Chairman of Old Master Paintings & Drawings Worldwide, spearheaded its discovery, attribution and triumphant sale. More than 20 years on, it retains the record for the highest price paid anywhere for a rediscovered painting. ⁠⁠Further details about the episode subject⁠⁠ The Specialist is brought to you by Sotheby's Financial Services. SFS offers asset-based loans to unlock the value of your fine art, automobiles and other luxury collectibles. Visit ⁠⁠sothebys.com/sfs⁠⁠ to find out more.To step further into the World of Sotheby's, visit any one of our galleries, which are open to the public. Explore more at ⁠⁠sothebys.com⁠⁠. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Audreanna Ayala.

In this episode, we dive into the unique cybersecurity challenges faced by the financial services sector, from high-value targets and strict compliance requirements to the constant threat of phishing and ransomware. Whether you're on the red team, blue team, or in leadership, this episode will help you strengthen your security posture in one of the most targeted industries on the planet.Blog: https://offsec.blog/Youtube: https://www.youtube.com/@cyberthreatpovTwitter: https://x.com/cyberthreatpov Follow Spencer on social ⬇Spencer's Links: https://go.spenceralessi.com/mylinks Work with Us: https://securit360.com

Key Topics Covered:-What buyers can do to become “preferred” with intermediaries and sellers.-Timeline expectations from LOI to purchase agreement.-How financing, compliance, and legal factors can stall (or kill) deals.-Why CRM/data integration is often overlooked - but critical.-The power of clear workflows, automated systems, and back-end earnout strategies.-When and why it's smart to “overpay” for the right practice.Tune in to learn how to protect your transaction, accelerate integration, and ensure long-term success.Whether you're a financial advisor considering a future exit or a buyer looking to scale smart, this episode will give you practical insights into how to successfully close - and integrate - a wealth management practice.

What if the key to growth wasn't more leads, but deeper relationships?Ronen Olshansky is the Co-Founder & CEO at Connected Success and business partner to Keith Ferrazzi—best-selling author of Never Eat Alone, the book that completely redefined how we think about networking. Together, they created the Beyond Connections program, which helps leaders turn those principles into real-world practice through action, community, and systems that actually scale trust.In this episode, we unpack how advisors can move beyond surface-level connections and outdated networking tactics, and start building real, reciprocal relationships that compound over time.Ronen shares how to replace scattered follow-ups with a repeatable relationship system—built on generosity, structure, and consistency. You'll learn how to stay top of mind with the right people, deepen trust over time, and turn your network into the most valuable asset in your business.3 of the biggest insights from Ronen …#1.) A Simple System to Strengthen Key RelationshipsRonen shares a simple but powerful system for relationship management: use a “second brain” to quickly capture key details after every conversation—whether it's a voice memo, note, or text to yourself—then block time each week to follow up, add value, and stay connected with your most important relationships. Paired with a dashboard to track touchpoints and relationship strength, this system keeps you consistent, intentional, and top of mind.#2.) How to Measure (and Deepen) Relationship Quality Over TimeInstead of categorizing contacts by titles or roles, Ronen introduces the RQ framework—from RQ1 (a new connection) to RQ5 (an inner-circle lifeline). It's a simple but powerful way to know who you should be investing in, and how often.#3.) Hosting Dinners That Create Connection and Open DoorsTired of stale networking events? Ronen breaks down the “Jeffersonian dinner” format—a structured, one-conversation experience that helps you connect high-level guests, spark meaningful discussion, and become the hub of your network.SHOW NOTEShttps://bradleyjohnson.com/123FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a 15% discount on Ronen's 8-week program, "Beyond Connections."To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "123" 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. TP06254535343See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, we speak with Mark Gormley, Partner at Lee Equity Partners, a middle-market private equity firm that partners with entrepreneurs and management teams primarily in the financial and healthcare services sectors. Going on nearly two decades, the firm leverages a thematic investment strategy and deep sector expertise to collaborate with talented management teams, accelerate growth, and build market-leading businesses. Lee Equity currently manages $5 billion in assets. Mark joined the firm in 2006. Prior to that, he was a Partner and co-founder of Capital Z Financial Services Partners, served as a Managing Director at Donaldson, Lufkin & Jenrette, and was a founding member of the Insurance Group at Merrill Lynch. Mark supports Conservation International.  To learn more about this organization click here. I am your host, RJ Lumba. We hope you enjoy the show. If you like the episode, click to follow.

In this #DataTalk episode, we welcome Ashley Knight, Senior Vice President of Product at Experian, as she talks to us about Experian's commitment to leveraging cashflow insights to drive financial inclusion and our new collaboration with Plaid, a leading financial data network used by 1 in 2 U.S. bank account holders. Ashley, who leads the product management team for Experian's Financial Services and Data business, shares insights on how this collaboration is enhancing financial inclusion and creating more opportunities for consumers and clients. Tune in to hear more from Ashley on the power of consumer permissioned cashflow information and how we are transforming the credit ecosystem. Ashley Knight is Senior Vice President of Product and leads the product management team for Experian's Financial Services and Data business with a focus on alternative data, scores, and open banking. She fosters innovation and drives financial inclusion by using new data and Experian's deep expertise in credit.

When Libby Greiwe realized that most client onboarding processes felt either clunky or cold, she decided to transform her own. What she has developed—based on her years as both a financial advisor and coach—is a system designed to create a seamless, personalized client experience that not only demonstrates professionalism, but also inspires client referrals within their first 100 days with the firm. Libby is the founder of The Efficient Advisor, a coaching and consulting business based in Loveland, Ohio, that helps financial advisors build systems to run their firms with less stress and more efficiency. Listen in as Libby shares how she breaks down onboarding into three 30-day phases, how her firm tracked client “intel” for meaningful personalization, and what she believes is the key to client loyalty and long-term growth. For show notes and more visit: https://www.kitces.com/444

Today we're talking to Hitesh Seth, Chief Architect for Financial Services & Insurance at Salesforce, and what struck me most is how he radiates genuine enthusiasm for what he does. After 25+ years in tech, he has so much fire and passion - and in this conversation, he shares how he keeps it going.Hitesh's story offers a completely different way to think about career growth and finding work that energizes rather than depletes you.You'll hear about:The mindset shift that changed everything: How he discovered that teaching others was actually the most selfish thing he could do Why he never feels bored at work: His approach to creating excitement and challenge within any roleThe power of following your curiosity: How staying genuinely interested in learning has been his career compassHow to know when it's time to move on: His rule about leaving when you want to accelerate your learning in new areasWhy passion beats planning: How his most meaningful career moves came from following what energized him, not following a prescribed pathThe "bug" you need to cultivate: That relentless drive to solve problems that keeps you up at night (in the best way)Building expertise while staying fresh: How to become deeply skilled without getting stuck in one narrow areaThe thread that weaves throughout this conversationHitesh's infectious passion for learning and problem-solving. You'll hear someone who has figured out how to stay genuinely excited about work by constantly growing, teaching others, and focusing on solving real problems that matter.About HiteshHitesh Seth is Chief Architect for Financial Services & Insurance at Salesforce, where he works with key customers globally on Data & AI/GenAI solutions. Hitesh also works closely with Salesforce Ventures teams for investing, acquisition and integration of startups/Fintechs. His career spans leadership roles at JPMorgan Chase, American Express, and IQVIA.He graduated from IIT Kanpur, is a patent holder, published author, and passionate mentor. From his early days discovering a computer in a small shop in India to leading cutting-edge technology architecture today, Hitesh exemplifies how curiosity and passion can lead to a fulfilling and thriving career.What this means for youIf you're feeling stuck, Hitesh's story shows that it's possible to build a career where you wake up excited about the challenges ahead. The key isn't finding the perfect job - it's cultivating the right mindset about learning, growth, and contribution.What resonated most with you from this conversation?Did his perspective on teaching as learning spark something for you? What resonated most with you? I'd love to hear - DM me on IG www.instagram.com/careerintechnicolor If you enjoyed this conversation, I invite you to follow the podcast and share it with someone who might need to hear this perspective! This helps more people discover these stories.Xo, BaibaSupport the show

Today's guest is Sophia Qureshi, VP of Product Management for Fraud Solutions at Provenir. Provenir is a fintech company whose AI decisioning platform helps clients manage credit risk, prevent fraud, and stay compliant across the customer lifecycle. Sophia joins the podcast to discuss the evolving threat landscape and how AI is changing the balance of power. Later, she explains the ways fraud detection has traditionally relied on deterministic technologies like anomaly detection and how the rise of generative AI has enabled more sophisticated fraud tactics, from deepfake identity forgeries to large-scale phishing campaigns. 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!

Key highlights include:-Why most advisors pause when asked: “How is your data helping you make better decisions?”-The difference between basic CRMs and scalable platforms - and how to choose what's right for you.-How automations and integrations can cut onboarding times from 15 minutes to 3.-The importance of a "Jedi Health Check" for your firm's data and tech stack.-What to prepare before your first discovery call with a consultant.Whether you're launching a new firm or refining an existing one, this episode is your roadmap to using data not just for compliance - but for growth.Ready to assess your data health? Learn more at www.JEDIDatabaseSolutions.com.

Key highlights include:-Why many advisors wait too long - and how that can cost them.-Common emotional roadblocks and how to overcome them.-The difference between financial readiness and business readiness.-Mistakes sellers make when engaging with buyers.-Why a clear "why" can determine the success of your exit.Whether you're actively considering retirement or just thinking ahead, this episode offers straightforward advice from two experts who have helped hundreds of advisors navigate their next chapter.Reach out to Joe at Joseph@EliteConsultingPartners.com.

What if the biggest threat to your culture was the language you use?As your firm scales, the way you talk about the people on your team can either create clarity or chaos. In this solo episode, I share a painful but powerful lesson I learned while building Triad Partners—from an underperforming team member we were too afraid to let go, to 100+ A-players aligned to a clear mission.You'll hear the exact mistake we made, why we had to course-correct fast, and how shifting a single word completely transformed how we hire, lead, and hold people accountable.If you're trying to scale your business without sacrificing your team's trust or performance, this episode is for you.3 of the biggest insights from Brad Johnson …#1.) Why “Family” Sends the Wrong MessageCalling your team a “family” feels inclusive, but it clouds expectations. It creates hesitation when tough decisions need to be made and sends mixed signals about what's acceptable. Replacing “family” with “team” gives you the clarity and confidence to lead with consistency.#2.) Families Blur Boundaries but Teams Require ThemIn a family, you show up no matter what, even when standards slip. But in business, that thinking weakens accountability. Teams work best when expectations are clear, responsibilities are defined, and everyone knows what it means to pull their weight.#3.) Belonging Should Be Earned, Not AssumedIn a family, you belong by default. On a team, you earn your spot by aligning with the mission. This mindset shift helps you attract the right people, foster buy-in, and build a culture where everyone's rowing in the same direction.SHOW NOTEShttps://bradleyjohnson.com/122FOLLOW 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.