Podcasts about financial service industry

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Latest podcast episodes about financial service industry

Tech Nest: The Real Estate and Tech Show
Marketplace for Institutional Real Estate Investing with Bill Martiner, Co-founder and CTO of Avenue One

Tech Nest: The Real Estate and Tech Show

Play Episode Listen Later Jul 4, 2023 42:16


Welcome to another episode of Tech Nest. In today's episode, we have a special guest joining us, Bill Martiner, the CTO and Co-founder of Avenue One, a Proptech company that has quietly risen to unicorn status in about three years time. Avenue One recently made headlines by successfully raising an impressive $100 million round of funding. While they may be a quiet company, their impact in the residential real estate space cannot be ignored.Avenue One's mission is to revolutionize the industry by creating a comprehensive service platform and marketplace catering to institutional owners, buyers, and sellers. During our conversation, we'll delve into the fascinating journey of Avenue One. Press play to learn about this emerging proptech company.More about Bill and Avenue OneWilliam Martiner is Co-Founder and Chief Technology Officer at Avenue One. As a Senior Technology Executive with over 20 years' experience in driving growth and innovation for the Financial Service Industry, William has focused on applying technology to empower and transform business processes. Avenue One is a property technology service platform and marketplace for institutional owners, buyers and sellers of residential homes. Avenue One makes investing in the residential rental market more transparent and efficient for institutions, while also supporting local businesses. The company does this through a service platform that combines proprietary data and a network of local partners to identify, acquire, renovate, lease and manage residential investment properties. This ecosystem of independent businesses - including brokers, contractors, title professionals, and property managers - provide local expertise to create and maintain portfolios of quality rental properties across the country. Avenue One's technology is hyper-scalable and nimble, enabling its rapid growth. Avenue One also offers a marketplace of services to buyers, owners, and sellers of residential real estate.  By offering a robust marketplace and not buying for its own balance sheet, Avenue One has been able to quickly attract a wide variety of market participants. Connect with Bill on LinkedIn Follow Avenue One on LinkedIn Check out Avenue One

Pet Sitter Confessional
355: Trademarking Your Business with Jay Pattiz

Pet Sitter Confessional

Play Episode Listen Later Jan 25, 2023 58:56


Have you thought about trademarking your business? Getting a trademark is a great way to protect your business and gain credibility. Jay Pattiz, owner of Pampered Pet Sitting and Cat Sitting at Home, joins the show to share what it took to gain a registered trademark for his business. Jay started the process when he was thinking of expanding, but has found many other benefits for him. Jay gives advice on how to plan for multiple month long pet care visits, and why having guest blogging is so powerful. Main topics: Working towards retirement Long term care Guest blogging Getting a registered trademark Main takeaway: Only trademark if you absolutely love your name and logo. About our guest: Grew up in the St.Louis area. US Air Force shortly after high school return to St. Louis after enlistment attended Community College, transferred the University of Central Missouri got Bachelors Degree. Worked in the Financial Service Industry for over 20 years including Accounting, Insurance, Tax Examiner, and Certified Financial & Credit Counselor. Started our Pet Sitting business on May 1, 1997. Married to Jill for 40 years, have a son Brian who is a staff member at the University of Denver. My interests outside pet sitting include Pickleball, Tennis, Bicycling, and fitness. A passionate fan of Kansas City Chiefs, St. Louis Cardinals, and St Louis Blues. I love listening to music and Queen is my favorite band. Links: Previously on: https://www.petsitterconfessional.com/episodes/129 Jay's website: https://www.warrensburgpetsitting.com Cat's at Home Pet Sitters: https://www.warrensburgpetsitting.com/cats-at-home-pet-sitters/ 660-747-3554 Buy PSC Merch Give us a call! (636) 364-8260  Follow us on: Instagram, Facebook, Twitter Email us at: feedback@petsitterconfessional.com Full show notes and transcript   Sponsored by: ❤️ Our AMAZING Patreon Supporters Time to Pet Visit: https://timetopet.com/confessional Code: 50% off first 3 months National Association of Professional Pet Sitters Register for the March 2023 Conference NOW at : www.petsitters.org

Standard Deviations
Carl Richards (Live from Fuse in Park City)

Standard Deviations

Play Episode Listen Later Dec 1, 2022 51:33


Tune in to hear:- What are some problems that money solves well and what are some problems it does a poor job of solving?- Has Carl recently pivoted a bit in his career to focus more on the philosophical or, more broadly, “life stuff?” If so, why? - Has Carl found any common thread between people who feel a sense of security, both financially and in a broader sense?- What are some things that the financial services industry isn't speaking about that are topical and need to be addressed?- How can those in the financial advising community take better care of themselves on route to taking better care of their clients?- How has Carl benefited personally from asking good questions and listening?Compliance Code: 2093-OAS-11/2/2022https://twitter.com/behaviorgap

Unapologetically Abundant
How to feel embodied and connected to yourself with Melissa Martin

Unapologetically Abundant

Play Episode Listen Later Mar 29, 2022 26:02


On this episode, we talked about: Embodiment's all about truth Honoring what I desire Taking responsibility for our actions Feeling disassociated with pleasure Feeling into the body Noticing my body and my feelings Making every experience of life pleasurable We are emotional beings You will remember experiences Listening to your intuition   "Embodiment it's being in my body, being in my purpose, being in my truth, and that means that I am always on the path of bringing presence to my current reality"   "I was choosing unconsciously relationships that would trigger all the bad things in me"   "With great levels of pleasure also comes the polarity of great levels of pain and learning how to hold that"   About Melissa: Melissa Martin is an abundance expert, business coach, host of the Boldly Courageous podcast, creator of the Ignite Academy for Network Marketers and Co-Founder of Ladies Aligned which is an online media outlet for conscious entrepreneurs. After losing her job in the Financial Service Industry and landing herself in over $100k of debt, Melissa was introduced to the powerful vehicle of Network Marketing. Over the course of 7 years, Melissa built an organization of over 5,000 people and earned over 1 Million dollars. After hitting a few plateaus in her business, Melissa began to learn that the key to success was not found in someone else's strategy, but from doing her own inner work and tapping into her own authentic voice. Taking ownership of her growth and leading from a place of true authenticity eventually led to her speaking on several stages, hosting women empowerment events and leading others to their own version of success. In 2019 when her network marketing company restructured and she lost her business within 60 days, Melissa decided to pivot out of Network Marketing and teach others in the industry the secrets to building a business from a place of true authenticity and alignment. Today as a coach, public speaker, event host and content creator, Melissa is passionate about helping people breakthrough money mindset blocks and uncover their self-worth so that they may radiate authentically, lead with authority and attract abundance with ease. When she's not serving in her business, you can find Melissa traveling the world, having deep conversations with friends, playing in nature or spending time with her dog Maya.

Fresh Capital: A Podcast for Investors
Why has Nuix's share price nosedived? | Nuix (ASX: NXL)

Fresh Capital: A Podcast for Investors

Play Episode Listen Later Jun 13, 2021 43:07


In this episode, Dan and Albert talk about Nuix Limited (ASX: NXL). Note: This episode was recorded before the announcement of Nuix's CEO, Rod Vawdrey, and CFO, Stephen Doyle, resigning. Nuix is a provider of investigative analytics and intelligence software with a vision of "finding truth in a digital world". Nuix software has been used in investigations into some headline events over the last 15 years, including the Panama Papers, the Royal Commission into Misconduct in the Banking, Superannuation and Financial Service Industry in Australia, organised crime rings, corporate scandals and terrorist activities. It went public in December 2020. Check out our Substack Newsletter! Sent straight to your inbox, it's a great way to read our breakdowns in 5 minutes. Every week we breakdown companies and investing in a refreshingly simple way. Leave us a Review! If you enjoy listening to the podcast, we'd love for you to rate us 5-stars on iTunes / Apple Podcasts. Here's a link to leave a review right now :) In this episode we cover: What is Nuix's software Why Nuix's share price has dropped significantly How Nuix's revenue model is changing Why Nuix's software is faster than competitors The many red flag's surrounding Nuix's business and workplace All information contained in this podcast is for education and entertainment purposes only. It is not intended as a substitute for professional financial, investment, legal or tax advice. The hosts of Fresh Capital are not financial professionals and are not aware of your personal financial circumstances. Any opinions expressed herein are not recommendations or advice. Please consult a licensed financial professional before you invest. For more information visit our website at https://freshcapital.show/ Got feedback or suggestions? Send them to freshcapitalpodcast@gmail.com

Miracle Minded
Ending a relationship, choosing your potential and trusting yourself with Melissa Martin

Miracle Minded

Play Episode Listen Later Jun 7, 2021 64:44


Manifest Your $10,000 Month workbook: Get Your Copy   Hello Miracle Worker! Today, I am brining you this conversation I had with my friend, Melissa Martin. In this episode we talk about everything from the dynamic of relationships, ending a relationship, choosing your potential and trusting yourself. Melissa dives deep into her process of rebuilding after a divorce and how she made a major financial comeback when she started listening to her body. Blessings My Friends   How to access the live $10,000 month training & giveaway: -Purchase the book -Share the book + tag me on social media @nicholesylvester -Leave a review on Amazon -Screenshot review & send it to support@nicholesylvester.com   Meet Melissa: Melissa Martin is an abundance expert, business coach, host of the Boldly Courageous podcast, creator of the Ignite Academy for Network Marketers and Co-Founder of Ladies Aligned which is an on-line media outlet for conscious entrepreneurs.When Melissa lost her job in the Financial Service Industry and landed herself in over $100k of debt, she was introduced to the powerful vehicle of Network Marketing. Over the course of 7 years Melissa built an organization of over 5,000 people and earned over 1 Million dollars. Melissa quickly learned that the key to success was not found in someone else's strategy, but from doing her own inner work and tapping into her own authentic voice. Taking ownership of her growth and leading from a place of true authenticity eventually led to her speaking on several stages, hosting women empowerment events and leading others to their own version of success. In 2019 when her network marketing company restructured and she lost her business within 60 days, Melissa decided to pivot out of Network Marketing and teach others in the industry the secrets to building a business from a place of true authenticity and alignment. Today as a coach, public speaker, event host and content creator, Melissa is passionate about helping people break through money mindset blocks and uncover their self worth so that they may radiate authentically, lead with authority and attract abundance with ease. When she's not serving in her business, you can find Melissa traveling the world, having deep conversations with friends, playing in nature or spending time with her dog Maya.    Connect with Melissa: Instagram | Podcast   Manifest with Nichole:  Youtube  | Transformation| Instagram

Harmonious Hustle|Redefining the Hustle For Soulful Entrepreneurs with Bestselling Author + Success Coach Nichole Sylvester
Ending a relationship, choosing your potential and trusting yourself with Melissa Martin

Harmonious Hustle|Redefining the Hustle For Soulful Entrepreneurs with Bestselling Author + Success Coach Nichole Sylvester

Play Episode Listen Later Jun 7, 2021 64:44


Manifest Your $10,000 Month workbook: Get Your Copy   Hello Miracle Worker! Today, I am brining you this conversation I had with my friend, Melissa Martin. In this episode we talk about everything from the dynamic of relationships, ending a relationship, choosing your potential and trusting yourself. Melissa dives deep into her process of rebuilding after a divorce and how she made a major financial comeback when she started listening to her body. Blessings My Friends   How to access the live $10,000 month training & giveaway: -Purchase the book -Share the book + tag me on social media @nicholesylvester -Leave a review on Amazon -Screenshot review & send it to support@nicholesylvester.com   Meet Melissa: Melissa Martin is an abundance expert, business coach, host of the Boldly Courageous podcast, creator of the Ignite Academy for Network Marketers and Co-Founder of Ladies Aligned which is an on-line media outlet for conscious entrepreneurs.When Melissa lost her job in the Financial Service Industry and landed herself in over $100k of debt, she was introduced to the powerful vehicle of Network Marketing. Over the course of 7 years Melissa built an organization of over 5,000 people and earned over 1 Million dollars. Melissa quickly learned that the key to success was not found in someone else's strategy, but from doing her own inner work and tapping into her own authentic voice. Taking ownership of her growth and leading from a place of true authenticity eventually led to her speaking on several stages, hosting women empowerment events and leading others to their own version of success. In 2019 when her network marketing company restructured and she lost her business within 60 days, Melissa decided to pivot out of Network Marketing and teach others in the industry the secrets to building a business from a place of true authenticity and alignment. Today as a coach, public speaker, event host and content creator, Melissa is passionate about helping people break through money mindset blocks and uncover their self worth so that they may radiate authentically, lead with authority and attract abundance with ease. When she's not serving in her business, you can find Melissa traveling the world, having deep conversations with friends, playing in nature or spending time with her dog Maya.    Connect with Melissa: Instagram | Podcast   Manifest with Nichole:  Youtube  | Transformation| Instagram

Uncaged Wisdom, a Cheetah Digital Podcast
What it’s Like to Become a Cheetah Messaging Client, with Hiscox Insurance

Uncaged Wisdom, a Cheetah Digital Podcast

Play Episode Listen Later Feb 26, 2021 27:40


In this client case study special, Louise Hamer-Brown, our very own Client Marketing Director, speaks to Ioanna Meli, Online Marketing Manager at Hiscox. Hiscox is a leader in specialist insurance. They are experts in covering a wide range of personal and commercial risks and new users on Cheetah Messaging. In this conversation, Louise and Ioanna discuss the experience of moving to the platform and going live at the time COVID-19 started to turn the world upside-down. Hear why they decided to take such a leap, the benefits they’re starting to reap - such as triggered emails and adapting customer content - and how else Cheetah Digital helps their business in the highly regulated Financial Service Industry.

covid-19 clients messaging cheetahs hiscox ioanna financial service industry hiscox insurance
Two Dates and a Dash Podcast
Two Dates and a Dash Podcast Episode 97: Former D1 Football Players and Founders of Opulus Financial, Ryan Greiser and Fran Walsh

Two Dates and a Dash Podcast

Play Episode Listen Later Feb 8, 2021 83:21


I’ve worked in the financial industry since 2011. Before that, I obtained my bachelor’s degree from Liberty University. As a CERTIFIED FINANCIAL PLANNER™ , I’m passionate about educating and empowering clients so they can make the most of their wealth. My passion for this work stems from the opportunity to gain new perspectives and insights.Your wealth is simply a tool that, when utilized correctly, can help ensure your life is filled with the items, experiences and opportunities that matter most to you.A fiduciary independent Registered Investment Advisor (RIA), Opulus’s mission is to deliver transparent advice that serves your best interests in all aspects of your life — your family, your career and your aspirations. Passionate about technology, we are constantly looking for new ways to enhance our offering. When you work with us, we view our time together as an ongoing collaboration, one that continues to grow and evolve with you, whether you’re looking towards retirement or establishing yourself in a lucrative career.The size of our firm is intentional. We want to ensure every one of our clients receives the same level of care, attention and service. While we are a smaller firm, we have strategic alliances with a multitude of professionals who offer expertise in a variety of industries such as taxes, law, insurance and banking.Ryan Greiser:  Currently, I live in Doylestown, PA with my wife, Jessica, and two sons. My interests outside of work include traveling with my family, attending football games and firing up the grill for family and friends on the weekend. Beyond Opulus, I am a member of the Maxwell Football Club and Financial Planning Association. I’m also a big Philadelphia sports fan, Go Birds!Fran Walsh: Growing up, I always knew I wanted to work in the financial industry. I believe financial planning is a great way to help people achieve the lifestyle they always wanted for both themselves, and their family. I am committed to helping people from a variety of backgrounds utilize their wealth to their advantage so they can live a more fulfilling life.  I graduated from Villanova Universities School of Business with a bachelor’s degree in finance. And with enough experience under my belt to qualify for the exam, I am currently pursuing my CFP® designation. In my free time, I love to exercise and go to the beach with my friends and family. Outside of work, I am a member of Team Walsh, the Maxwell Football Club, & a supporter of Athletes Helping Athletes as well as the Bux-Mont Saints. Last & certainly not least... I am avid fan of our beloved Philadelphia Eagles.For more information about Opulus, please visit www.opulus.us.  To listen and subscribe to their podcast, Inside the Path to Success Podcast, please click:  https://podcasts.apple.com/us/podcast/path-to-success/id1488162772   

A Taylored Adventure To Happiness
The Power of Resiliency- From Losing all her Income to Living an Abundant Life with Melissa Martin : Episode 261

A Taylored Adventure To Happiness

Play Episode Listen Later Jan 29, 2021 53:51


Get on the Waitlist for Ascend 2021! Here Text the word JOURNAL to 202-217-0704 to receive journal prompts & to connect 1:1 with me!! YES that’s my # and it’s ME! Join The Abundant Life Experience: Here What's Your Money Frequency? Find Out Now Come say hi over on Instagram In Today’s Episode You Will Learn:  Shifting from rock bottom Recognizing redirection The three versions of ourselves Healing your relationship with money Making aligned decisions with your body Taking scary action Investing in yourself when “you don’t have money” Co-creating with your money Stepping into your queendom Create the space and container you wish existed for yourself sexually Taking action from your future self Shownotes:Today, I am bringing you an incredible guest that will inspire you in all of the ways. If you right now are maybe struggling financially, maybe you lost your job in 2020 and are finding your purpose, maybe you’re starting a new scary chapter and you feel unsettled. Well, Melissa Martin is going to help you through that by sharing her inspiring story of resilience and resourcefulness.    Whos is Melissa Martin?Melissa Martin is an abundance expert, business coach, host of the Boldly Courageous podcast, creator of the Ignite Academy for Network Marketers and Co-Founder of Ladies Aligned which is an on-line media outlet for conscious entrepreneurs. When Melissa lost her job in the Financial Service Industry and landed herself in over $100k of debt, she was introduced to the powerful vehicle of Network Marketing. Over the course of 7 years Melissa built an organization of over 5,000 people and earned over 1 Million dollars. Melissa quickly learned that the key to success was not found in someone else’s strategy, but from doing her own inner work and tapping into her own authentic voice. Taking ownership of her growth and leading from a place of true authenticity eventually led to her speaking on several stages, hosting women empowerment events and leading others to their own version of success. In 2019 when her network marketing company restructured and she lost her business within 60 days, Melissa decided to pivot out of Network Marketing and teach others in the industry the secrets to building a business from a place of true authenticity and alignment. Today as a coach, public speaker, event host and content creator, Melissa is passionate about helping people break through money mindset blocks and uncover their self worth so that they may radiate authentically, lead with authority and attract abundance with ease. When she’s not serving in her business, you can find Melissa traveling the world, having deep conversations with friends, playing in nature or spending time with her dog Maya.   Connect with Melissa Martin:Instagram | Boldly Courgeous PodcastBecome part of the Ignite Academy use code IGNITE for $200 off enrollment  : Join here

How to Keep Your Money
Working with Partners, Matthew Steiner: Stellar AM

How to Keep Your Money

Play Episode Listen Later Jan 12, 2021 24:41


In Episode 37, Caroline Garnham speaks with Matthew Steiner, a Corporate Development Director at Stellar Asset Management. Matthew has over 20 years of experience in the Financial Service Industry. Caroline and Matthew talk about Stellar's vision relating to investing for now, as well as investing for the next generation without having to pay inheritance tax!

partners stellar steiner financial service industry
LIMITLESS BELIEF
You can't be what you can't see!- With Greenwood Project Co-Founder and CEO Bevon Joseph

LIMITLESS BELIEF

Play Episode Listen Later Nov 3, 2020 77:58


Bevon Joseph, Co-founder and CEO of the Greenwood Project joins limitlesspod.com to talk about Understanding your Value, Disrupting the status quo in the Financial Service Industry, Ringing the NASDAQ Bell! and much more! A few things about Bevon:Greenwood Project Co-Founder, Goldman Sachs 10k Small Business Alumni, Advisory Board Member at DePaul University Career Center, Quinlan School of Business, Loyola University Chicago Young Nonprofit Leader The Greenwood Project launched in March of 2016. The goal is to introduce academically talented Black and Latinx students from under-resourced communities to the financial industry.For more information about the Greenwood Projecthttp://greenwoodproject.orgTwitter-@greenwoodprochiConnect with Bevon Joseph Linkedin- www.linkedin.com/in/bevon-joseph-greenwood/Twitter- @BevonJoseph2Instagram- www.instagram.com/bevontrinijoseph/?hl=en

hmongmentalk
Good cop bad cop

hmongmentalk

Play Episode Listen Later Sep 23, 2020 46:58


Efen is the Co-Founder of EnVision Growth. Efen is an Independent Agent with First Financial Security and a Certified National Financial Educators Council. He graduated from the University of Fairbanks, Alaska. Efen is married and has one child. In his spare time, Efen enjoys playing golf, basketball, and shooting.    Before Efen entered the Financial Service Industry, he was a banker, Law Enforcement Officer, and a small business owner.    During his service as a Law Enforcement Officer, Efen saw that he responded to more family domestic violence due to financial crises. Efen believes that providing proper financial strategy and genuinely understand their situation will have a more significant impact.    Efen works mostly with families and business owners.

Chai with Sam Dossa ®
Relationship Building / Transaction always follow

Chai with Sam Dossa ®

Play Episode Listen Later Sep 4, 2020 45:51


Chai with Sam Dossa ® Presents Dr Sanjeev Mehta is the Founder & CEO of Sush Talent Limited. He is an Ex Private Banker and has got strong experience of 15 years working with renowned banks like EFG Private Bank (Jersey, UK), Lloyds Private Bank (Jersey, UK), Citibank (Dubai, UAE), Kotak Mahindra Bank (Delhi, India), ICICI Bank (Delhi, India) before moving to the IT and Digital Recruitment Industry. He grew up and completed his Graduation in Commerce from his hometown Sangrur (Punjab, India), Studied M.Com. and PhD from Panjab University in Chandigarh before starting his career in Financial Service Industry as Management Trainee with Stock Holding Corporation of India (Delhi). He also is a Qualified Cost Accountant and is currently a Fellow of The Institute of Cost Accountants of India. He has been working in the IT and Digital Recruitment industry for the last 5 years and has created strong relationships within the IT/Digital Sector. He helps companies build highly experienced IT and Digital teams and he has built a strong team of professionals to deliver highly complex IT and Digital projects in the UK. He also has appeared on TV/Radio Interviews as an Expert on IT/Digital Recruitment Industry and trends. He speaks passionately about the impact of Brexit on the Indian IT companies operating in the UK and its impact on Indian IT professionals. He has been interviewed on various podcasts discussing the Recruitment trends in the UK IT/Digital sector and on his journey from a Private Banker to an Entrepreneur. https://www.linkedin.com/in/dr-sanjeev-mehta/ About Sam Dossa To transform into a peak performer, you need a plan to enhance your physical, mental and emotional abilities. Are you looking to create a successful life? Would you like to know how you can strengthen yourself - Physically – Mentally – Emotionally! Would you like to discover a way to become fully capable of achieving greater results? My niche is to develop and enhance individuals' Emotional Intelligence so they can operate efficiently and achieve amazing results. We are aware that the workplace can be very stressful when we have to deal with challenging leadership, giving and receiving feedback, dealing with change, achieving deadlines, and dealing with setback and failures. We can equip ourselves with skills to manage our emotions in such situations to be able to respond confidently. We do not need to be controlled by the circumstances. Learning and application of principles of Emotional Intelligence can enhance your self-awareness, self-regulation, motivation, empathy and social skills. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/sam-dossa/support

NETWORK MARKETING MADE SIMPLE
Episode 191: How Your Money Mindset Can 3x Your Network Marketing Business With Melissa Martin

NETWORK MARKETING MADE SIMPLE

Play Episode Listen Later Sep 3, 2020 52:54


I am a wealth-mindset & business expert. Multi-passionate entrepreneur & network marketer, public speaker, writer and the host of The Boldly Courageous podcast. After 15 years of experience working in the financial service industry i found myself unemployed and in over $100k of debt. Feeling as though i had hit rock bottom and contemplating bankruptcy, i made the decision to dive into personal development work. I hired coaches. Took courses & attended several leadership seminars to finally connect to the truth of who I am. A person who's value is more than just her net worth. All of those experiences have paved the way to where i am currently. Running multiple businesses and living a life filled with purpose. I thrive on helping women transform. Teaching them how to birth a new money mindset & discover their self worth. Melissa Martin is a business strategist + certified money mindset coach specializing in helping women to up-level in their business and break through money mindset blocks resulting in a deep connection to their business + bank accounts. Her passion is diving deep into your world and identifying the pain points blocking you personally and professionally from living a life of harmony and success. Combining her background in wellness coaching as well as 15+ years of sales experience in the Financial Service Industry with business strategy and spiritual practices, Melissa’s coaching approach is truly a one of a kind experience covering all bases: Body + Soul, Business + Bank Account. Through her 1:1 private coaching she will dive deep into your world and identify the pain points blocking you personally and professionally from living a life of harmony and success. She covers everything from business strategies + mindset reprogramming to overcoming money mindset blocks and creating wellness habits that will support and sustain long-term business growth. You can expect to up-level your communication, get clear on your own desires, learn how to set boundaries that honor your needs, create systems to grow and scale your business, learn how to attract + speak to your ideal client, monetize your brand, create more space in your life, find a rhythm that fits your lifestyle, develop deeper relationships and make more money. IG: https://www.instagram.com/themelissamartin/ Podcast: https://podcasts.apple.com/us/podcast/boldly-courageous/id1510427210 Community: https://www.facebook.com/groups/boldlycourageous/ Discovery Call: https://themelissamartin.as.me/Discover

Coffee & Conversations
Rapid Changes To Financial Services

Coffee & Conversations

Play Episode Listen Later Jul 20, 2020 37:48


The Global Pandemic has changed and challenged every Industry, but none more significant than the Financial Service Industry. Enjoy this podcast where FSI Industry leader Al Slamecka touches on the current and future state of FSI.

Fintechpodden
43. Increasing your ROI through the use of SaaS in the financial service industry with Hanna Raftell

Fintechpodden

Play Episode Listen Later Jun 18, 2020 36:50


In this episode of Fintechpodden, we have the pleasure of having Hanna Raftell joining us. Hanna has a long history within the financial service industry and is now the CEO of the Swedish fintech company Fimento. Fimento is a modular cloud technology platform that delivers open banking and data analytics services. In the episode, we talk about customer benefits from using a SaaS model and how it can increase their ROI. We talked about how Fimento has helped its customers scaling more rapidly, reduced time to market, and lowered the cost of integration. We also cover how the industry is moving more and more towards value-based pricing models and why this benefits the customers. Listen in to learn more about this and much more.

ceo roi increasing swedish saas financial service industry
Reset With Nat
Money Boosting Monday - Episode 3 (Business & Finances)

Reset With Nat

Play Episode Listen Later Jan 27, 2020 24:21


Welcome back! Today I have a special guest, my business partner, a Regional Vice President with Primerica and a family man, Mr. Shane Phillips! This episode will introduce my newfound journey in the Financial Service Industry and an opportunities that Primerica has to offer others. 

Cash Flow Wealth Show
How the Traditional Financial Service Industry Is Cash Flowing the World with Pat Donohoe / Episode 28

Cash Flow Wealth Show

Play Episode Listen Later Oct 1, 2018 43:06


Today's Cash Flow Expert is Pat Donohoe, CEO at Paradigm Life and founder of the Cash Flow Wealth Summit. Pat's focus is the financial service industry: how they make their money, the 4 rules they follow to maximize profits on your money, and how they are consistently eroding your accounts. But he also shares the 2 flaws in the financial services industry, and has news of how his company is using some of the strategies that big money has been using for centuries to protect your wealth and make sure you're doing it virtually risk free. Website: www.ParadigmLife.net If you'd like to learn more about The Cash Flow Wealth Summit just click the link below! www.CashFlowWealthSummit.com

ceo traditional cash flowing paradigm life financial service industry cash flow wealth summit pat donohoe
The Tech Blog Writer Podcast
525: Microsoft Business Applications - Hayden Stafford Interview

The Tech Blog Writer Podcast

Play Episode Listen Later May 16, 2018 17:29


Microsoft VP Hayden Stafford said in his Keynote at Apttus Accelerate that "It's not industries that are transforming, it’s companies transforming industries. More precisely it's people transforming those companies." As sales teams worldwide are increasingly looking to speed up the selling process and do more by leveraging applications like Dynamics 365, Office 365 and LinkedIn Sales Navigator I caught up with Hayden Stafford to find out more about Microsoft's vision and the partnership with Apttus. We also discuss how the traditional manufacturing space is changing rapidly with IoT and how together with Apttus and Dynamics 365 integrations, Microsoft is readying the manufacturing industry to digitally transform. Guest Info Hayden is a senior IT executive with 25 years of professional experience in consulting, marketing and sales at Ernst & Young LLP, IBM Corporation, Salesforce.com and most recently, Microsoft. He has global experience living overseas as well as managing complex global business/IT consulting and sales organizations. He has extensive industry experiences in Financial Services and Health Care organizations. Prior to taking his new worldwide enterprise sales leadership role at Microsoft where is he responsible for Global Sales for Microsoft's Enterprise Business Applications Business Unit - Dynamics 365, Hayden was the head of industry solution sales at Salesforce.com. In this role, he was charged with building the new Industry Business Unit (IBU) and driving sales execution across the six focus industries the company deemed strategic to the business. Additionally, given his deep understanding of financial services customers, he was also the global head of the Financial Service Industry across all products where he was responsible for driving the overall strategy and growth of the FSI industry agenda. Prior to Salesforce, Hayden was a Vice President and Managing Director at IBM. While at IBM, he was responsible for key Financial Markets and Retail Banking customers based in New York City with overall responsibility for global profit, revenue, signings, services delivery and client satisfaction. Key customer locations and business experience included NYC, London, Tokyo, Hong Kong and Shanghai.  

THE ED MYLETT SHOW
Tony Robbins - An Hour that will Change Your Life.

THE ED MYLETT SHOW

Play Episode Listen Later Aug 8, 2017 61:02


Long Time friends Ed Mylett and Tony Robbins share an epic hour together.   Ed and Tony discuss a variety of topics.   Including: Tony's real Personal Story. How to attach the right meaning to an event. How get the emotions we want In life. How to achieve a Peak State. Winning thinking. Daily Routines and Planning. The damage the traditional Financial Service Industry has done to Consumers and what to do about it.  How to be happier.    And much much more...   Please rank and review the podcast on iTunes.

Capital Markets Today
Alternative Mortgage Lending, Janc/Morgensen - Angel Oak Home Loans

Capital Markets Today

Play Episode Listen Later Jun 3, 2015 34:48


Although some investors are still holding tight to credit standards, mortgage credit availability loosened last month, according to a recent Mortgage Bankers Association report.  The MBA concluded that the Mortgage Credit Availability Index (MCAI) increased 0.5 percent to 122 in April. Of the index’s four components, Government lending saw the greatest easing and was up 1.1 percent over the month. The Jumbo index increased of 0.8 percent and the Conforming index saw an increase of 0.2 percent. The Conventional index decreased 0.6 percent. It appears the increase was driven by new offerings of FHA’s 203(k) home improvement program, new VA offerings and new jumbo products. The increase was partially offset by some investors tightening underwriting criteria on conventional cash out offerings.” Joining me today to discuss alternative mortgage lending is Lee Janc, a Strategy and Business Development Executive for the Financial Service Industry and Eric Morgensen of Angel Oak Home Loans.  Angel Oak Home Loans serves both the Retail and the Wholesale markets and specializes in non-conforming products.