Podcasts about Financial services

The U.S. House Committee on Financial Services last week advanced a bill supported by the National Cattlemen's Beef Association that strengthens oversight of foreign agricultural purchases.See omnystudio.com/listener for privacy information.

Our expert hosts, David Brear and Ross Gallagher, are joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This episode is a live recording from our After Dark event. If you want to join us for a future recording, you can find out more here (https://info.11fs.com/underground). This week's guests include: Veronica Glab, Head of Engagement at Innovate Finance Sara Castelhano, Co-Head of Payments and Commerce Solutions for EMEA at JP Morgan We cover the following stories from the fintech and financial services space: Monzo are set to launch a new £1 investment service to its customers India have hit their financial inclusion targets 41 years ahead of target Cash payments are up in the UK for the first time in a decade Is the Metaverse dead? Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things finance, banking, technology, and financial services. Our expert hosts, with real industry experience, are joined by the biggest decision-makers, VCs, and reporters from across financial services including guests from Visa, Nubank, M-Pesa, Techcrunch, Starling, and JP Morgan Chase to discuss the latest news, developments, and trends within the industry. Our weekly news show drops every Monday and tackles the biggest news stories, from acquisitions and launches, to regulatory changes and innovation. Then, every Friday our Insights show dives deeper into the hottest topics shaping the industry like web3 and BNPL. Whether you're already immersed in the world of financial services, or just keen to learn more, this is the #1 podcast for you. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guests: Sara Castelhano and Veronica Glab.

Our expert host Ross Gallagher is joined by some great guests to dive into the subject of holistic financial wellbeing. What does that even mean, I hear you ask? Well, we're going to answer that, while looking at the value add for customers within the ecosystem of one brand, how the brands can cultivate that customer stickiness and retention to keep them within the brand's umbrella, while offering them new products and services to improve their financial health and management. We also look at the balance between guidance and advice and how to bake this into propositions and how brands can tread the line between the two, while still offering value to customers. This week's guests include: Niro Nirmalan, Head of Digital Transformation, Nat West Group Audrey Zada, Director of Product Communications, Lemonade Sujata Bhatia, COO at Monzo bank Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things finance, banking, technology, and financial services. Our expert hosts, with real industry experience, are joined by the biggest decision-makers, VCs, and reporters from across financial services including guests from Visa, Nubank, M-Pesa, Techcrunch, Starling, and JP Morgan Chase to discuss the latest news, developments, and trends within the industry. Our weekly news show drops every Monday and tackles the biggest news stories, from acquisitions and launches, to regulatory changes and innovation. Then, every Friday our Insights show dives deeper into the hottest topics shaping the industry like web3 and BNPL. Whether you're already immersed in the world of financial services, or just keen to learn more, this is the #1 podcast for you. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guests: Audrey Zada, Niro Nirmalan, and Sujata Bhatia.

“That's at the foundation of credit unions: making sure the member experience is premium and more personalized.” - David EversonThank you for tuning in to episode 66 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. 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 David Everson, Senior Director of Solutions Marketing at Laserfiche. David shares his vast career journey that led him to his current role at Laserfiche. Laserfiche is a software company founded over 30 years ago. The team handles intelligent data capture, records management, and digitization that connects data across departments. Laserfiche helps employees be more productive by eliminating administrative tasks so teams can focus on high-priority operations such as member service.During our conversation, David and I chat about the importance of omnichannel data management when it comes to providing a seamless member experience. He shares the benefits of Laserfiche's Solution Marketplace library filled with free data management resources, training modules, and pre-built forms and workflows. Listen as David talks about the resources, tools, and strategies for better data management practices now and in the future.As we wrap up the episode, David talks about his 30-year friendship with a mentor, his current book recommendation, and his thoughts on work-life balance. Enjoy my conversation with David Everson!Find the full show notes on cuinsight.com.Connect with David:David Everson, Senior Director of Solutions Marketing at Laserfichedavid.everson@laserfiche.comlaserfiche.com David: LinkedInLaserfiche: LinkedIn | Facebook | Twitter | Instagram | YouTube

Private debt, private credit, direct lending. Why are these asset classes capturing investors' imaginations around the world? Are they a viable option for individual investors or restricted only to the large institutional investors? Jimmy Keenan, Chief Investment Officer and global head of Private Debt for BlackRock joins Oscar to do a deep dive into the enigmatic world of private debt, ask why it's having a resurgence in these particular market conditions and explore the risks and opportunities that are inherent from this alternative asset class.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener.In the UK and Non-European Economic Area countries, this authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets.For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

For many people, tackling your finances, making plans to pay off debt and save for retirement can feel downright punitive, like we should be punished for the choices we've made with our money. My guest today, Jeff Kikel, is the founder of the Freedom Day lifestyle, created to help people pay off debt and create financial freedom to do the things on their bucket lists. Join us as we discuss the power of leveraging your time and money, living a life with intention, and our journeys from corporate to entrepreneurship. Guest Resourceshttps://www.jeffkikel.comhttps://freedomnationpodcast.com/ https://www.instagram.com/jeffkikelhttps://www.linkedin.com/in/jeffkikelhttps://twitter.com/JeffKikelBE IN CHARGE >> TAKE ACTION >> GET RESULTSConquer Your BusinessJoin us on FacebookLinkedInInstagram

Last week, we hosted the first Payments on Fire Live Stream event on the future of fast payments in the U.S. This episode highlights the panel conversation with Bernadette Ksepka, Federal Reserve Financial Services, Elena Whisler, The Clearing House, and Bryan Derman, Glenbrook Partners. 

Introducing former financial planner and banker of several Fortune 500 firms, current Assistant Professor of Personal Financial Planning at Texas Tech University, and author, Miranda Reiter, Ph.D., CFP®.In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Director, Coaching and Advisor Content, speak with Dr. Miranda Reiter about the significance of diversity and inclusion in financial planning, and the need for mentorship and support for students and young professionals. Dr. Reiter talks about her journey to becoming a professor and her research in financial planning, including the dynamics of race and gender in choosing a financial planner. Miranda also mentions her recent project with The Great Courses, creating the audio book Six Ways To Manage Money.Dr. Miranda Reiter discusses: Her childhood aspirations and journey to becoming a professorThe misconceptions about pursuing a Ph.D.Her research in financial planning and diversity in the industryThe importance of diversity and inclusion in financial planningSupporting students and young professionals in the industryWhy we need more tech programs in schoolsDr. Reiter's  “Six Ways To Manage Money” audio book with The Great CoursesAnd moreResources:Six Steps To Manage Your MoneyDr. Ajamu Loving: Wealth Building and Generational Planning for MinoritiesTucker Bryant: Unlocking Innovation Through VulnerabilityConnect with Jamie Hopkins and Ana Trujillo Limón: Carson Group LLCLinkedIn: Jamie HopkinsLinkedIn: Ana Trujillo LimónConnect with Miranda Reiter:Texas Tech UniversityLinkedIn: Miranda ReiterAbout our Guest: Dr. Miranda Reiter, CFP® began her career in the financial services industry in 2003 and has worked as a financial planner and banker at several Fortune 500 firms before her academic career. She created a financial planning firm in 2013, She & Money Financial Planning. Her financial advice has been quoted in popular media outlets such as The BBC, US News, USA Today, and Forbes. In addition to her career in financial services, Dr. Reiter has taught at several educational institutions in the U.S., France, and the Ivory Coast. In 2023, Dr. Reiter published a personal finance audiobook, Six Steps to Manage Your Money, published by Audible/Great Courses, and is the author of many more. She is a member of the Financial Planning Association, the Association of Financial Counseling and Planning Education, and the American Council of Consumer Interests. Dr. Reiter earned her Ph.D. in Personal Financial Planning from Kansas State University.

Financial Services has deployed sizeable capital into energy projects globally through development financing, direct equity investments, and capital raising from private and public financial institutions. Nomi Ahmad, Financial Services CEO, joins Jeff and Brian to break down the pivotal role the Financial Services business plays in navigating a multiplicity of industry, political and financial nuances to support these dynamic and innovative projects for our customers across the globe and support the co-creation of a more sustainable future. Follow Nomi on LinkedInFollow Jeff on LinkedInFollow Brian on LinkedInFollow GE Vernova on LinkedIn and InstagramLearn More about Financial Services

Today's guest is Adrien Gabeur, Vice President of Cloud at Sinequa. Sinequa is a software company that builds an enterprise search platform for financial services firms, but they didn't always used to be in the SaaS space. Adrien joins Emerj CEO and Head of Research Daniel Faggella from Paris to talk about Sinequa's transition from self-managing multiple products to a single product platform for their customers. 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!

Although Sunni Chauhan had embraced the idea of becoming a doctor, as she knew she loved both problem solving and helping people, she thought if she was going to in medicine the rest of her life she'd take pre-med classes alongside something else that interested her. She became an economics major. At graduation, she decided to take a two-year break before jumping into med school and figured she'd be a management consultant. But if it really was going to be only two years, she realized she'd see a lot more from a deal perspective in banking where the cycles are shorter. Somehow, the two years turned into 16 and the MD her parents thought would be medical doctor turned to managing director.Her love of mergers and acquisitions allowed her to see a lot and learn a lot over those many years. When given a chance to reinvent herself, she took those skills, found ways to acquire new ones, and landed in new spots a few times over.//In this episode, find out from Sunni how keeping open to new things can lead to unexpected joys …on today's Roads Taken with Leslie Jennings Rowley. About This Episode's GuestSunni Chauhan is a strategic business leader with more than 25 years of experience advising leaders on value creation through talent, strategy, M&A and corporate finance, sustainability and stakeholder engagement. Currently she is exercising her broad skillset, gained over a wide range of professional experiences, as a consultant in the board and CEO practice at Spencer Stuart. She and her family live in London. For another story about someone who thought they'd take a two year break and go back to the plan (and also about taking a new path after a long run) listen to our epsidoe with Cameron Turner.Find more episodes at https://roadstakenshow.com Executive Producer/Host: Leslie Jennings RowleyMusic: Brian BurrowsEmail the show at RoadsTakenShow@gmail.com 

Our expert host Laura Watkins is joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This week's guests include: Thom Ruiter, VP of Product at Adyen Siamac Rezaiezadeh, VP Product Marketing and Insights at GoCardless Tessa Bryant, Head of Brand and Communications at Lightyear We cover the following stories from the fintech and financial services space: Adyen secures a UK banking licence Perfios raises $229m, eyeing Europe and US expansion FemaleInvest partners with InvestEngine to tackle the gender investment gap World Bank study reveals key factors enabling fintech growth Lakestar leads $40 million investment in French fintech startup Swan Natwest debuts payment links for open banking payments Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things finance, banking, technology, and financial services. Our expert hosts, with real industry experience, are joined by the biggest decision-makers, VCs, and reporters from across financial services including guests from Visa, Nubank, M-Pesa, Techcrunch, Starling, and JP Morgan Chase to discuss the latest news, developments, and trends within the industry. Our weekly news show drops every Monday and tackles the biggest news stories, from acquisitions and launches, to regulatory changes and innovation. Then, every Friday our Insights show dives deeper into the hottest topics shaping the industry like web3 and BNPL. Whether you're already immersed in the world of financial services, or just keen to learn more, this is the #1 podcast for you. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guests: Siamac Rezaiezadeh, Tessa Bryant, and Thom Ruiter.

This week we're bringing you a very special rewind show from the Fintech Insider archives. Hosted by Benjamin Ensor and joined by some very special guests from Allica bank, Anthemis and This Week in Fintech, the show asked the question: How should we measure success in fintech?' In a period where valuations are tumbling, we're seeing fintechs either get bought out entirely or sadly have to shutter their doors, we're examining whether valuation and customer numbers are the best measure of success for fintech. Should we be paying more attention to profitability or the problems they are solving for their home markets? Or are there even success metrics we haven't thought of at all? This is as highly relevant a discussion now as it was almost a year ago when we first had it, perhaps even more so. This week's guests include: Katie Palenscar, Managing Director & Global Head of Venture Studio, Anthemis Nik Milanović, Editor, This Week In Fintech Richard Davies, CEO, Allica Bank Come and see the show LIVE at our Fintech Insider: After Dark event on 20th September in London's Village Underground. Grab your tickets here (https://www.eventbrite.co.uk/e/11fs-fintech-insider-presents-after-dark-underground-london-registration-690897582267?aff=oddtdtcreator). Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things finance, banking, technology, and financial services. Our expert hosts, with real industry experience, are joined by the biggest decision-makers, VCs, and reporters from across financial services including guests from Visa, Nubank, M-Pesa, Techcrunch, Starling, and JP Morgan Chase to discuss the latest news, developments, and trends within the industry. Our weekly news show drops every Monday and tackles the biggest news stories, from acquisitions and launches, to regulatory changes and innovation. Then, every Friday our Insights show dives deeper into the hottest topics shaping the industry like web3 and BNPL. Whether you're already immersed in the world of financial services, or just keen to learn more, this is the #1 podcast for you. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guests: Katie Palencsar, Nik Milanović, and Richard Davies.

“One of the things that makes credit unions so beautiful is that people are willing to share.” - Randall SmithThank you for tuning in to episode 169 of The CUInsight Experience podcast. This episode is brought to you by PSCU, the nation's premier payments CUSO and an integrated technology solutions provider. Visit PSCU.com to learn more and discover PSCUTV, a new thought leadership platform hosted by PSCU Chief Growth Officer, Brian Scott. Each episode explores top-of-mind insights in the credit union industry.In this episode, the tables are turned as Randall Smith, Co-founder of CUInsight is the guest and Jill Nowacki, President and CEO of Humanidei, is the host. As one of the co-founders of CUInsight he looks for innovative ways to spread the credit union message, connect people, and keep the credit union community informed. Randy is a continuous learner and his curious mind is not afraid to test the waters. Randy shares why he loves hosting The CUInsight Experience podcast and expresses excitement in what's to come.During the conversation, Jill and Randy talk about his experience hosting this podcast the last five years. They reflect on a previous episode recorded together and discuss the importance of intentional living from two perspectives, “yes or no” and the value found in each. Randy gives advice on asking questions, and not stopping after the first, “why” to dig deeper and figure out what's next. Listen as they discuss making decisions based on what lights you up in life and pursuing your interests.As we wrap up the show, listen in as Randy shares the last time he was truly amazed, which books he recommends, and how he defines success. Enjoy their conversation!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Randall:Randall Smith, Co-founder at CUInsightrsmith@cuinsight.comcuinsight.com        Randall: LinkedIn | TwitterCUInsight: LinkedIn | Twitter | Facebook | Instagram

In an era of economic challenges and uncertainties, having an emergency savings fund is a financial lifeline that can provide peace of mind during turbulent times. Yet, statistics reveal a startling reality: 66% of the US population lacks adequate savings to weather unexpected storms and live paycheck to paycheck. And this problem is not limited to the US and it seems to only be getting worse. Is there light at the end of the tunnel? Claire Chamberlain, Global Head of Social Impact at BlackRock, joins The Bid to discuss what factors are exacerbating the problem and how it can be solved.Sources: Report on the Economic Well-Being of U.S. Households in 2017, Federal Reserve (2018)FED Economic Well-Being of U.S. Households in 2022 Fact Sheet (PDF)ASPAA Article Aug 2021 “Employee Financial Stress Costs Companies Nearly $5B a Week”Nest Insight Report 2022 “Does payroll autosave support employees to get started with saving?”FEDS Notes Sep 2020Article Economics Observatory, June 2021 “How has the pandemic affected household finances in developing economies?”Mercer Report “Inside Employees Minds Vol 2” 2017 ReportThis content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener.In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets.For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week, I'm joined with the incredible Lauren Lea who is a wealth of knowledge in the area of Human Design. We had so much fun chatting through our charts & sharing how it impacts the way we run our businesses & lives. Get ready for some seriously fun take-aways & inspiration to explore your own chart

In this episode, we're looking at the rise of embedded finance, and its specific use cases in the APAC market. Visa is predicting the sector to be worth $242 billion US dollars in opportunities for financial providers by 2025 – it's safe to say lots of people across Asia Pacific are exploring those possibilities. One such company is GoJek and GoPay and host David Barton-Grimley sat down with** Vrutika Mody, Head of GoPay Global Partnerships** to delve into how GoPay is really opening up access to financial servcices in Indonesia in particular; how GoJek evolved from a ride hailing app to a financial super app changing lives in its home market and what the future might look like for access to finance in that space, including how the incumbents can up their game. Visa's Fintech Fast Track program is streamlining the onboarding process for fintechs – enabling them to gain access to Visa's powerful capabilities and network. Visa and their enablement partners help fintechs launch and scale cards, virtual credentials, and disbursement programs. To learn more visit, partner.visa.com (partner.visa.com). Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things finance, banking, technology, and financial services. Our expert hosts, with real industry experience, are joined by the biggest decision-makers, VCs, and reporters from across financial services including guests from Visa, Nubank, M-Pesa, Techcrunch, Starling, and JP Morgan Chase to discuss the latest news, developments, and trends within the industry. Our weekly news show drops every Monday and tackles the biggest news stories, from acquisitions and launches, to regulatory changes and innovation. Then, every Friday our Insights show dives deeper into the hottest topics shaping the industry like web3 and BNPL. Whether you're already immersed in the world of financial services, or just keen to learn more, this is the #1 podcast for you. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guest: Lauren Ware.

Welcome to the Tearsheet Podcast. I'm Tearsheet's editor in chief, Zack Miller. This episode is part of a special series on Gen Z and financial services. We're really trying to get to the bottom of this next generation. The eldest Gen Zer was born in the same year Instagram was founded. Gen Z has always lived in a world with social media. Surrounded by tech tools and platforms means reaching Gen Z constitutes a challenge for financial firms. The language and ways that worked on their parents probably won't work on Gen Z. This calls for bringing new strategies, communication, and advertising into play in ways that resonate with this generation To dive deeper into how financial firms can better market to the younger demographic, I brought in two of my favorite people here to talk about this subject here. We've got CJ McDonald, founder of Step. and Ruben Salazar, who runs Visa Direct. We explore the following questions: * What makes this generation unique? * What kind of challenges does serving this generation raise for financial services? * What do some firms get wrong marketing to Gen Z? What are common mistakes? * How does this uniqueness impact your firm's marketing? product development? * What brands do you look to outside of financial services that nail marketing to Gen Z? * How does your business serve Gen Z today? How do you market that? * What are you doing to serve them better in the future? How will you market that? Tearsheet thanks our sponsor Publicis Sapient for their ongoing support of this series. To download research reports into the opportunity to better serve this generation, go to www.steezlife.co

The Real Estate Mastermind Live is a live podcast turned radio show created for real estate investors who want to learn directly from top experts in various asset classes. The Real Estate Mastermind Live is hosted by Seth Gershberg and Jay Tenenbaum of Scottsdale Mortgage Investments, along with Edward Brown of Pacific Private Money.Today's guest is Kenny Rose, founder of FranShares. Kenny has worked with over 600 franchise brands in more than 100 industries. As an expert on franchise evaluation, he is able to identify the best ways to deploy capital into franchise ownership to maximize return on investment and operations.After getting his degree in Financial Services from San Diego State University, Kenny started his career at Merrill Lynch as a financial advisor. While there, he earned his FINRA Series 7 and Series 66 licenses and worked with high-net-worth individuals, helping them grow and preserve their wealth.With a desire to help people build and grow wealth through entrepreneurship, Kenny joined the world's largest franchise brokerage. He helped people learn about franchising, recommended specific franchise options based on their criteria, and coached them through the evaluation and purchase process. He then founded Semfia, a franchise brokerage focused on income-producing and manager-run franchises.Kenny's views on franchising have been featured in Business Insider, Forbes, ABC, The Hustle, American Express, the Amazon feature book, “More Than Just French Fries,” and other publications worldwide, in total reaching over 300 million people throughout the world.In this episode, we will explore the following topics:What is FranShares and how did you come up with the idea to start FranShare.In what ways can franchise investments provide a hedge against real estate market volatility?How does the franchising business model compare to real estate in terms of scalability and growth potential?Can you discuss some instances where combining franchising and real estate ownership has led to unique investment opportunities?How does franchising offer a means of diversification for real estate investorsHow can an individual leverage their real estate knowledge when exploring franchise opportunities?What are the key differences in the legalities of franchise versus real estate investing?How do demographic trends impact both real estate and franchise investmentsHow does FranShare's facilitate cross-industry knowledge for real estate investors considering franchise opportunities?Register to attend The Real Estate Mastermind Live by registering on our website using the link here: https://scottsdalemortgageinvestments.com/podcastLearn more about Scottsdale Mortgage Investments by visiting the website using the link here: https://scottsdalemortgageinvestments.com/Learn more about Pacific Private Money by visiting the website using the link here: https://www.pacificprivatemoney.com/Are you on LinkedIn? Connect with our co-hosts using the links below. Seth Gershberg - Connect on LinkedIn Jay Tenenbaum - Connect on LinkedIn Edward Brown - Connect on LinkedIn

In this packed episode, we are first joined by Jake Willis, Touchstone Regional VP who discusses Robert Cialdini's “Six Principles of Persuasion” – a notable refresher for everyone in sales. Then, digital marketing guru, Dan Allocca and Partner at Prosek joins us to discuss marketing insights that can help financial professionals navigate for now and for future.

It's been a busy year for USDC issuer Circle, with several new product launches and partnerships, a crypto banking crisis to contend with, the entry of PayPal into the stablecoin business, and plenty of new global regulatory developments, including a bill in the U.S. now making its way through Congress. Circle co-founder and CEO Jeremy Allaire joins Unchained for an in-depth discussion on the reasons behind Coinbase's investment in Circle, how Circle has emerged stronger from the banking crisis, what he thinks of PYUSD, what he likes and doesn't like about the current U.S. stablecoin bill, and his thoughts on what the final bill will look like.  Listen to the episode on Apple Podcasts, Spotify, Overcast, Podcast Addict, Pocket Casts, Stitcher, Castbox, Google Podcasts, Amazon Music, or on your favorite podcast platform. Show highlights: why Circle and Coinbase created the Center Consortium and why Coinbase acquired a stake in Circle whether Circle is aiming to be acquired or become a public company, and why Jeremy is pursuing a "multi-decade" strategy why Circle partnered with MercadoLibre and the stablecoin usage in Latin America [may need to cut if embargo does not stick] how the company has been supporting developers to build applications why Circle is launching native USDC on so many new blockchains  what the purpose of cross-chain transfer protocol (CCTP) is and what the big problems with bridges are how Circle responded to Silicon Valley Bank's collapse and why the world began to feel that "it's not safe to be exposed to the US" Jeremy's thoughts on the launch of PayPal's stablecoin, PYUSD why having stablecoin legislation is a "national priority," according to Jeremy why Jeremy is a proponent of a fully reserved banking system why he thinks the US needs to "aggressively" take action to preserve the global reserve currency status of the US dollar how China's national digital currency is likely to develop how crypto can provide a better way of providing identity without giving up privacy why blockchain technology is much more than just a financial regulatory matter Thank you to our sponsors! Crypto.com Arbitrum Foundation Toku LayerZero Guest: Jeremy Allaire, cofounder, Chairman and CEO of Circle Previous appearances of Jeremy on Unchained:  Crypto on Every Corner: Driving Adoption With Jeremy Allaire and Meltem Demirors Circle's Jeremy Allaire and Sean Neville on Why Crypto Will Be Bigger Than the Web Jeremy Allaire on Why the US Government Needs a New Category for Digital Assets Links Unchained:  Coinbase Acquires Equity Stake in Circle Amid USDC Updates and Market Challenges Will PayPal's PYUSD Steal Market Share From Tether and Circle? The Fall of SVB: What Happened and How It Affects Crypto CoinDesk:  U.S. Stablecoin Bill Takes Big Step Despite Fight From Democrats, White House  Circle Seeks to Make Crypto Payments Easier With New 'Programmable Wallets' Written Statement of Jeremy Allaire Before the United States House Committee on Financial Services, “The Future of Digital Assets: Providing Clarity for the Digital Asset Ecosystem” South China Morning Post: Head of crypto firm Circle accepts ban in mainland China, but sees role for yuan-backed stablecoins  TechCrunch: Solana Pay integrates plug-in with Shopify for USDC payments  Decrypt: News Explorer — Circle Partners With Mercado Libre to Bring USDC to Chile  Jeremy's comments on the launch of PYUSD Learn more about your ad choices. Visit megaphone.fm/adchoices

Cindy Youngcourt (https://www.affinitywealth.com/) is a CERTIFIED FINANCIAL PLANNER™ practitioner for high-net-worth clients and has been in the Financial Services industry for over 20 years. Cindy is passionate about creating unique strategies for clients, celebrating their successes, and working alongside them to achieve their goals. She is experienced and knowledgeable in all aspects of financial planning and helps clients make well-informed decisions Cindy lives in North Wilmington with her husband Pat and children, Izaak and Amelia. She enjoys blogging, reading, traveling, and most of all spending time with her family and 2 dogs, Oliver and Bo. She spends most weekends in the Spring and Summer on their boat in the beautiful, historic town of Rock Hall, MD. 00:17 Intro 00:42 How Cindy got into the financial advising industry 2:30 Cindy's first FA industry jobs 4:00 How Cindy built her practice 5:15 Strategies to deliver a ton of value to clients 6:30 Best ways to find clients 8:00 Best way to deliver value to CPAs who refer you business 9:20 Creating a reciprocal referral network with CPAs 12:00 Cindy's ideal client 13:40 How to best serve UHNWC 15:30 Assuaging UHNWC's concerns 18:00 Most underutilized savings tool for retirement 21:30 How Cindy found her largest client 26:00 What Cindy is working towards LinkedIn: https://www.linkedin.com/in/cindy-youngcourt-cfp%c2%ae-cpwa%c2%ae-8b8895150/ Website: https://www.affinitywealth.com/ -------------------------------------------------------------------------------------------------------------------------------------------- Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwc Facebook: https://facebook.com/ultrahighnetworthclients Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/us/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1540518611 Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr Website: https://uhnwc.com Work with us: https://famousfounder.com/ DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.

Our expert host Kate Moody, Strategy Director at 11:FS, is joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This week's guests include: Alia Mahmud, Customer in Residence, Regulatory Affairs for ComplyAdvantage Siddharth Venkataramakrishnan, Banking and Fintech Correspondent, The Financial Times Dann Bibas, General Manager, International, Public.com We cover the following stories from the fintech and financial services space: Klarna silence their doubters as year to date losses improve 78% against last year One in eight high street branches in the UK are expected to close in 2023 Airwallex and Public.com are partnering to launch a new investment platform Switzerland could have the toughest ALM regulations in Europe. Nigerian BaaS platform Anchor raises $2.6m Santander launch a new campaign to raise awareness of romance scammers Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things finance, banking, technology, and financial services. Our expert hosts, with real industry experience, are joined by the biggest decision-makers, VCs, and reporters from across financial services including guests from Visa, Nubank, M-Pesa, Techcrunch, Starling, and JP Morgan Chase to discuss the latest news, developments, and trends within the industry. Our weekly news show drops every Monday and tackles the biggest news stories, from acquisitions and launches, to regulatory changes and innovation. Then, every Friday our Insights show dives deeper into the hottest topics shaping the industry like web3 and BNPL. Whether you're already immersed in the world of financial services, or just keen to learn more, this is the #1 podcast for you. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guests: Alia Mahmud, Dann Bibas, and Siddharth Venkataramakrishnan.

Today's guests are Dr. Stefan Sigg and Steffen Lorenz, Chief Product Officer and Business and Insurance Leader for Software AG, respectively. Software AG is a multinational software developer based in Germany that assists companies in business process management, integration, and big data analytics. They return to the program today to discuss how essential APIs are in giving customers access to an organization's knowledge base and making it easier for IT departments to meet CX challenges. If you're interested in unlocking our AI best practice guides, frameworks for AI ROI, and specific resources for AI consultants, visit emerj.com/p1.

In today's episode, Craig and Kate discuss the true meaning of "real-time" in finance, its impact on consumers and businesses, and its future implications. They also discuss value and shed some light on fraud protection and innovative strategies.   Speakers: Craig Jeffery, Strategic Treasurer Kate Pohl, Strategic Treasurer

After growing up in what he describes as the ghettos of Daytona Beach, Royce James spent a decade working as a financial advisor, ultimately reaching the elite level of working with high-net-worth individuals. In spite of that success, he was frustrated by the fact that very few of his clients followed his advice. He knew it was time for a career change, but to what? And was he crazy to leave the security of a solid career for a huge unknown? One fateful day, looking down at the highway from the Tampa skyscraper where he was working, a revelation struck. Royce saw a line of police vehicles weaving through traffic, blue lights on, and his interest was piqued. Whatever they were doing, it looked cool and he wanted in. That's when Royce contacted local law enforcement agencies to go on ride-alongs. The very first ride-along, which he describes as “the most mundane law enforcement day ever,” was all he needed to know his next step. He was hooked. That's when Royce made the decision to resign from financial service and enter public service. It was a massive uphill climb, moving into his mom's apartment, going back to a minimum wage job, enrolling in police academy, living on ramen noodles and hot dogs, and slogging through a grueling year-long process that had no guarantee of a job on the other end. Royce defied the odds at every stage of his career; his grit and determination pulled him through. Today, Deputy Royce James has built a very successful career with the Volusia County Sheriff's Office in Florida, where his work is regularly chronicled on the Reelz and Peacock show On Patrol: Live. You can tune in and watch him in action every Friday and Saturday night at 9:00 pm ET. In this episode, Royce discusses how he built his career in financial service, the struggle he faced in making an unlikely career change, and the case he solved that earned him an accolade as Law Enforcement Officer of the Year by the State of Florida. Second Act Stories theme music: "Between 1 and 3 am" by Echoes

“You are a member of a great global credit union community.” - Mike ReuterThank you for tuning in to episode 65 of The CUInsight Network, with your host, Lauren Culp, Publisher & CEO of CUInsight.com. 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 Mike Reuter, Executive Director at the Worldwide Foundation for Credit Unions (WFCU). Mike shares how the environment for credit unions has grown since the last time he was a guest on the podcast. WFCU focuses on strengthening credit unions while they serve and transform members' lives worldwide. As an arm of the World Council of Credit Unions (WOCCU), they are advancing financial inclusion, global relief aid, DEI, and more through a vibrant and growing global credit union system. Mike shares his excitement for the 75th anniversary of International Credit Union Day held on October 19, 2023.During our conversation, Mike and I chat about the strong levels of support across the global credit union movement. He shares the national and international initiatives that keep credit unions operating so teams can help their own communities. Listen as Mike talks about fostering stronger engagement and more connectivity within the global credit union system.As we wrap up the episode, Mike talks about having a great time in Vancouver, balancing work and life, and pursuing further education to improve customer experiences. Enjoy my conversation with Mike Reuter!Find the full show notes on cuinsight.com.Connect with Mike:Mike Reuter, Executive Director at the Worldwide Foundation for Credit Unionsmreuter@woccu.org doglobalgood.org Mike: LinkedInWFCU: LinkedIn |  Facebook | Twitter 

When big events happen in the markets, or even in history, analysts, economists and journalists set out to discover what led to those events, often working backwards, organizing a chain of events into a logical timeline. But on the flip side, accurate forecasting is a far harder skill to master and Professor Peter Atwater, behavioral economics pioneer, suggests that the same deciding factors we see so easily in hindsight could in fact be easier to see in the present if only we looked through the right lens.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

David Brear is joined by great guests using and working with AI in the financial pace, to discuss how is AI being used right now and what is its potential; how far can we take it? But also, what are the challenges of implementing AI in financial services where regulation and legacy tech debt can sometimes hold companies back. And importantly, where do humans still have a role within an increasingly AI-led world? This week's guests include: Nick Parfitt, Principal AML - SME, Feedzai Jason Maude, Chief Technology Advocate, Starling Bank Kate Janssen, Senior Machine Learning PM, Cleo Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things finance, banking, technology, and financial services. Our expert hosts, with real industry experience, are joined by the biggest decision-makers, VCs, and reporters from across financial services including guests from Visa, Nubank, M-Pesa, Techcrunch, Starling, and JP Morgan Chase to discuss the latest news, developments, and trends within the industry. Our weekly news show drops every Monday and tackles the biggest news stories, from acquisitions and launches, to regulatory changes and innovation. Then, every Friday our Insights show dives deeper into the hottest topics shaping the industry like web3 and BNPL. Whether you're already immersed in the world of financial services, or just keen to learn more, this is the #1 podcast for you. Come and see the show LIVE at our Fintech Insider: After Dark event on 20th September in London's Village Underground. Grab your tickets here (https://www.eventbrite.co.uk/e/11fs-fintech-insider-presents-after-dark-underground-london-registration-690897582267?aff=oddtdtcreator). If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guests: Jason Maude, Kate Janssen, and Nick Parfitt.

Attention all Financial Advisers, BDM's, Sales Managers and Business Owners, this episode is for you! This week on the Financial Planner Life Podcast we are joined by Paul McCoubrey, Financial Planner and Director of Navigate IFA. Paul has navigated (sorry) an extensive career in Financial Services and has always championed the importance of sales prowess for Financial Planners looking to grow a business, generate leads, and build lasting relationships. We discuss how sales expertise has become a bit of a dying art in the world of Financial Advice, especially in a face-to-face capacity since the rise of Zoom and the ‘virtual coffee'. Paul takes us through some of the most successful sales strategies he's developed over his career, including advice he gives to his team when selling in both a B2C and B2B capacity. Paul dissects his own business, explaining the set-up he's devised to maximise growth, whilst upskilling staff in areas they can benefit from, a win-win for both employee and business. We also talk social media, the new age of marketing and personal brand, and what that has given and taken away from the world of sales.  This episode is an inside look into the playbook of a seasoned sales pro, operating in the world of Financial Planning, and is not one to be missed!00:00:00 | Intro00:01:53 | How Paul got into financial planning00:05:17 | Sales training00:11:27 | What to do to get new enquiries and build relationships00:24:07 | Commission vs ongoing fees from assets under management00:27:22 | Mortgage to protection to financial planning route00:33:11 | Shadow adviser00:38:30 | Business development00:50:03 | Social media00:59:13 | B2B01:08:00 | Advice for interviews for intervieweesBe sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON! Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career. Experienced and searching for a new role within the financial planning profession? Click here for a free career consultation.Check out the 2023 Financial planning Salary Guide here. If you would like to discuss partnering with The Financial Planner Life for jobs, advertising, marketing or academies please reach out to sam@financialplannerlife.com or call 07854778712.

Join us for the first episode in a special three-part series covering the CFPB's intention to propose new rules under the Fair Credit Reporting Act (FCRA). In this episode, Troutman Pepper Partners Chris Willis, Dave Gettings, Ethan Ostroff, and Kim Phan explore the historical events that led us to this point, the next steps in the rulemaking process, the expected timeline for a final rule, how the CFPB is coordinating with the FTC and other regulators, and the expected proposed rulemaking regarding credit header data and data brokers.Stay tuned for the next two episodes in this series. In our second episode, our panel will discuss the regulation of credit header data and the potential impact on the FCRA and consumer reporting agencies, as well as users and data brokers. And the final episode of our series will focus specifically on data brokers and the possibility of regulating data brokers under the FCRA, the effect it can have on data brokers as well as other types of entities, users, consumer reporting agencies, and resellers.

What are you doing with your money? Bryan Kuderna is a financial advisor and author at Kuderna Financial Team whose main goal is to help people make financial decisions for their lives. In this episode, we talk about the financial market, the best tips to retire the right way, and why young people should do a personality assessment before investing their money.

Generative AI is poised to revolutionize the financial services industry. According to new research from IBM, the market for generative AI in finance is projected to reach $9.5 billion globally by 2032. This disruptive technology has the potential to transform customer experiences, empower employees, and rapidly modernize legacy systems. As we gear up for Sibos 2023, we're joined by John Duigenan, General Manager, Financial Services and IBM Distinguished Engineer, IBM Technology on the Banking Transformed podcast. We discuss some of the most promising AI use cases gaining traction, why an open and hybrid platform is critical, how generative AI can aid application modernization, and what financial executives need to think about when implementing this new wave of AI.

In this episode, guest Samia Qamar emphasizes the importance of surrounding yourself with people who both challenge and support you and the need to strategically spend time with individuals who can provide valuable help, advice, and advocacy. Samia is a Pakistani citizen with a rich experience of more than 16 years in Human Resources of multinational companies with multiple industries, which includes Healthcare, Management Consultancy,Hospitality and Financial Services. In her most recent role, she's working as a trusted partner for business.Her purpose is nurturing talent for scalable business and sustainable planet. She cultivates workplaces by guiding leaders to engage, lead high performance teams, create Employee Value Proposition by building a competitive advantage, drive cultural transformations, and develop talent and leadership pipeline to deliver sustainable profits.She has an innate passion for philanthropy through community outreach.Samia's Awards and Recognitions Include: Listed in the “South Asia's Top 100 Power Women” –South Asian Business Excellence Awards (2022) Inducted into the WAW Hall Of Fame at the 5th annual WAW – Women Appreciating Women prestigious conference (2021) Inducted into The Global Library of Female Authors with 99 inspirational women (2020). Recognized by Women Economic Forum as “Exceptional Woman of Excellence” in Cairo (2020). Appointed as Global Goodwill Ambassador for Pakistan (2019).Samia is a member of LEAD Alumni community for Stanford GSB. Also, she's a Senior CertifiedProfessional from Society for Human Resources Management, US.MAIN TAKEAWAYS:[00:01:30] Podcast's popularity and success.[00:04:37] Growing up in Pakistan[00:08:23] Disparity between men and women[00:13:41] Bigger sense of purpose[00:18:26] Confidence is your best accessory[00:20:09] Asking for opportunities[00:24:01] Professional development practices[00:27:59] Prioritizing time for career exploration[00:31:06] Taking action to reach goals.Purchase your copy of "Relationships that Work" on Amazon today at https://www.amazon.com/dp/B0CD2KJX17?ref_=pe_3052080_276849420

James St. Aubin, chief investment officer at the Sierra Mutual Funds, says that while conventional thinking has moved away from a recession being imminent, more difficult conditions for consumers in the fourth quarter will create an economic slowdown that is likely to become a mild recession early in 2024. St. Aubin says stocks might tolerate the downturn well, in part because of the bear market of 2022, and in part because the economic downturn is unlikely to last more than two quarters. Azish Filabi of the American College of Financial Services talks about a survey showing the factors that help consumers develop, establish and maintain trust in working with financial advisers. Plus, forensic accountant Tracy Coenen discusses 'gray divorces' and the challenges that break-ups at older ages create for a fair split of assets, and Chuck answers a listener's question about pre-nups, trusts or both for providing financial security.

Joe DeSanto is a fractional CFO who specializes in providing part-time CFO services to businesses. He has a background in owning larger businesses in the production and post-production space in Los Angeles. Joe and his wife decided to make a change in their lives after having a child, and they moved to Florida. With their savings from real estate investing and other market investments, Joe was able to work part-time and supplement their passive income. His financial independence and early retirement mindset led him to consider himself semi-retired. However, his expertise in finance and managing businesses led to his former partners asking him to continue handling their finances as a consultant. This led to other business owners reaching out to Joe, realizing the need for a part-time CFO who could provide the same level of expertise at a more affordable cost. Joe enjoys working with his clients and helping them understand the importance of running their personal finances like a business. He started a blog to communicate his knowledge to individuals who may not be able to afford a CFO but still want guidance in managing their finances. Through his blog, Joe offers free information and courses, as well as one-on-one coaching sessions. His goal is to help individuals gain good planning skills for their own future at a reasonable cost. Overall, Joe's focus is on helping businesses and individuals achieve financial success and improve their overall financial well-being.Connect with Joe DiSanto: https://www.playlouder.com/Key Topics & Bullets:Primary Topic 1: Real Estate Investment and RiskAlmost making a real estate investment in Nashville for short-term rentalsProperty was subject to a lawsuit due to owner renting without a licenseCanceling the contract and getting money backLesson learned: Avoid risky or uncertain venturesImportance of compound annual growth in real estate investmentsPrimary Topic 2: Taking Control of Financial PlanningTaking control instead of relying solely on the financial industryPersonal investment strategy: diversifying portfolio between real estate, syndications, cryptocurrency, and stock marketAdjusting asset allocation based on market conditions and personal circumstancesExploring other investment products like life insuranceCreating a new asset allocation planImportance of educating clients about different investment options and savingsPrimary Topic 3: Financial Support and AdvisingThe speaker's role as a financial therapistAssisting with money management and avoiding mistakesHelping businesses with employee managementAssisting clients with organization and identifying areas of improvementAdvising clients to raise their prices, resulting in positive outcomesActing as a fractional CFOPrimary Topic 4: Financial Services for BusinessesSpeaker's background in owning businesses in production and post-production spaceTransition to offering financial services as a consultant and part-time CFOPassion for finance and running personal finances like a businessOffering coaching and courses on financial planningMission to help individuals manage their personal finances like a business and achieve financial independencePrimary Topic 5: Analyzing Real Estate InvestmentsImportance of analyzing the financials of real estate investmentsFactors to consider: cash flow, appreciation, CapEx, and tax implicationsThe current market is not favorableThe significance of

Susan Boyea is the Vice President of Group Insurance at Sagicor Life Inc. She oversees the strategic and operational aspects of the company's Group Insurance business, focusing on innovation, business value, and customer experience. With over 25 years of experience in Insurance and Financial Services, Susan modernized the Information Technology division into a world-class Shared Services IT Unit that serves 16 Caribbean territories. Later, she led the strategic relationship between Technology and Business Operations at Sagicor, leveraging her IT expertise to drive technology adoption for competitive advantage. She is actively involved in various professional associations, serving on the Technology Council at LOMA- one of the largest trade associations in the US Insurance industry, and chairing the Digital Society at the #Barbados Chamber of Commerce and Industry. Susan is a passionate advocate for women in #STEM fields and mentors women to enhance their #leadershipskills. Join me on Getting to the Top! to inspire your journey with this extraordinary transformational leader story. Getting to the Top is available on Amazon Music, Apple Podcasts, Audible, Google Podcasts, Spotify, and my YouTube Channel. Please Subscribe! YouTube: https://youtube.com/@RacquelMoses Amazon Music: https://music.amazon.com/podcasts/e1c3182a-65f5-4089-b7fe-f69d85d416b9/getting-to-the-top Apple Podcasts: https://podcasts.apple.com/us/podcast/getting-to-the-top/id1612120883 Audible : https://www.audible.com/pd/B0BL1S6C2Q?source_code=ASSORAP0511160006&share_location=podcast_show_detail Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy84NWVkN2FkMC9wb2RjYXN0L3Jzcw Spotify: https://open.spotify.com/show/1V2yrvFaDmTzlLXmS50DNR?si=sw6P4IdcQ4ax7Y2cpMjeXQ Racquel Moses, Strategic Transformation. www.racquelmoses.com Instagram @RacMoses twitter @RacMoses Facebook https://www.facebook.com/RacqMoses/ TikTok @rmmoses01

In today's episode for 4th September 2023, we explain why Reliance's newly demerged entity was in the firing line of passively managed funds. Also, before we start we have a quick announcement. Did you know that nearly 2/3rds of Indian millennials don't have term life insurance? A term plan offers your loved ones financial security in your absence. If you're young, you can get crores worth of cover at very nominal premiums. And if you need help selecting a plan, you can talk to our Insurance advisory team at Ditto for Free. Ditto offers personalized insurance advice and a spam-free guarantee. Click the link to know more - https://bit.ly/3ym6GjO

Our expert hosts, Benjamin Ensor and David Barton-Grimley, are joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This week's guests include: Sarah Kocianski, Independent Fintech Consultant Samee Zahid, Director of Engineering at Chipper Cash We cover the following stories from the fintech and financial services space: JP Morgan increases its stake in Brazilian digital bank C6 Goldman sells off its Personal Financial Management unit African startups raise $2.7bn in VC funding Safaricom's mobile money rollout in Ethiopia marks moment for ‘last frontier' New fintech accelerator, Archie, launches in London X gains payment licences in seven US states Open banking reaches 11 million + payments milestone Venmo lets you gift money to your loved ones with special Hallmark greeting cards Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things finance, banking, technology, and financial services. Our expert hosts, with real industry experience, are joined by the biggest decision-makers, VCs, and reporters from across financial services including guests from Visa, Nubank, M-Pesa, Techcrunch, Starling, and JP Morgan Chase to discuss the latest news, developments, and trends within the industry. Our weekly news show drops every Monday and tackles the biggest news stories, from acquisitions and launches, to regulatory changes and innovation. Then, every Friday our Insights show dives deeper into the hottest topics shaping the industry like web3 and BNPL. Whether you're already immersed in the world of financial services, or just keen to learn more, this is the #1 podcast for you. Come and see the show LIVE at our Fintech Insider: After Dark event on 20th September in London's Village Underground. Grab your tickets here (https://www.eventbrite.co.uk/e/11fs-fintech-insider-presents-after-dark-underground-london-registration-690897582267?aff=oddtdtcreator). If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guests: Samee Zahid and Sarah Kocianski.

In this show Benjamin Ensor is asking: “Will FedNow flop or not?” The US payments industry is currently abuzz following the launch of FedNow - the new instant-payment service backed by the Federal Reserve which launched on July 20th. In historic terms, the launch is the first big upgrade of the US Central Bank's system since the 1970s. We want to really lift the lid on the impact it could have on US payments, and where does this put the US against innovation in payments acorss the rest of the world? This week's guests include: Stephany Kirkpatrick, Founder & CEO, Orum Sruti Jain, Senior Consultant - North America, Consult Hyperion Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things finance, banking, technology, and financial services. Our expert hosts, with real industry experience, are joined by the biggest decision-makers, VCs, and reporters from across financial services including guests from Visa, Nubank, M-Pesa, Techcrunch, Starling, and JP Morgan Chase to discuss the latest news, developments, and trends within the industry. Our weekly news show drops every Monday and tackles the biggest news stories, from acquisitions and launches, to regulatory changes and innovation. Then, every Friday our Insights show dives deeper into the hottest topics shaping the industry like web3 and BNPL. Whether you're already immersed in the world of financial services, or just keen to learn more, this is the #1 podcast for you. Come and see the show LIVE at our Fintech Insider: After Dark event on 20th September in London's Village Underground. Grab your tickets here (https://www.eventbrite.co.uk/e/11fs-fintech-insider-presents-after-dark-underground-london-registration-690897582267?aff=oddtdtcreator). If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guests: Sruti Jain and Stephany Kirkpatrick.

Download “How To Find Ultra High Net Worth Clients" from https://financialadvisorsworkshop.com/ Damon King (https://www.chappelwood.com/) is an investment advisor at ChappelWood Financial Services in Edmond, OK. As a Certified Fund Raising Executive, Damon served families and non-profit organizations for 12 years as a charitable gift planner. Damon is an Investment Advisor to Millionaires, Radio Show Writer and Co-Host, Financial Education Instructor and Speaker, and Cheerleader for Millionaires and Aspiring Millionaires. In this episode, Brian and Damon discuss: 1. The Dynamic World of Financial Planning 2. The Importance of Serving Clients Based on Their Needs 3. Preserving Legacies 4. The Impact Financial Planning Can Have on Individuals and Families LinkedIn: https://www.linkedin.com/in/kingoffinance/ Website: https://www.chappelwood.com/ Twitter: https://twitter.com/damonmking1 Facebook: https://www.facebook.com/damon.king.5439/ Youtube: https://www.youtube.com/@financialdiva Podcast: https://hubhopper.com/podcast/its-all-about-the-money-honey/46539 To see short videos of all our best FA Business Growing tips follow us on: Instagram: ⁠https://www.instagram.com/FinancialAdvisorsWorkshop⁠ TikTok: ⁠https://www.tiktok.com/@faworkshop⁠ YouTube: ⁠https://www.youtube.com/@financialadvisorsworkshop⁠ Facebook: ⁠https://www.facebook.com/FinancialAdvisorsWorkshop⁠ Twitter: ⁠https://twitter.com/FAsWorkshop⁠ iTunes: ⁠https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408⁠ Spotify: ⁠https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE⁠ Website: ⁠https://www.financialadvisorsworkshop.com/⁠ Work with FourStar: ⁠https://financialadvisorsworkshop.com/Advisors⁠ DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC-registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

The number one success factor in an M&A transaction is culture fit, but what is a good culture? How do you create it? Angie Herbers is a well-known management consultant in our industry, and she brings an innovative perspective on how to think about culture and what the real ROI is. In this latest New Skool episode, she shares insights to help you think about it within your own firm.Angie's LinkedIn | https://www.linkedin.com/in/angieherbers/Herbers & Company's LinkedIn | https://www.linkedin.com/company/herbers-company/Herbers & Company's Website | https://www.herbersandcompany.com/Subscribe to never miss an episode and connect with us on: Website | https://bit.ly/FiCommPartnersInstagram | https://bit.ly/FiCommInstagramLinkedIn |  https://bit.ly/FiCommLinkedInTwitter | https://bit.ly/FiCommTwitter