Podcasts about Financial services

Right now there's a wave building in our industry, and most advisors are standing on the beach pretending it isn't there.AI isn't coming. It's here. And the gap between the advisors who lean into it and the ones who keep waiting is about to get a lot wider.In this episode, I sit down with Michael Hyatt — New York Times bestselling author, longtime entrepreneur, and someone who's quietly built an entire team of AI agents running inside his own business.We get into the tension every financial advisor is thinking about: privacy, client data, compliance, technical knowledge, and where AI actually fits in a relationship-driven business.Michael also explains where this is all headed, and why the biggest opportunity may not be replacing human work, but creating more space for the work only humans can do.If you've been telling yourself you'll figure AI out later, or that it doesn't really apply to a business like ours, this conversation might change your mind about how much time you actually have.3 Insights From This Week's Episode…#1.) The Story That's Quietly Costing Advisors Their FutureWhen AI comes up, a lot of smart, successful advisors check out. They decide it's too technical, too risky, or too late to start. Michael explains why that reaction has nothing to do with age or ability, and everything to do with something far more dangerous.#2.) The Client Data Objection Everyone Hides Behind"I deal with people's finances, so AI doesn't apply to me." It's the most common wall advisors put up, and on the surface it sounds responsible. We dig into why that thinking is more outdated than you'd expect, and what hiding behind it might be costing you.#3.) The New Advantage in a Relationship Business Financial advice is built on trust, presence, and human connection. We explore why AI may actually increase the value of great advisors by helping them show up more prepared, more focused, and more available for the work only humans can do.SHOW NOTEShttps://bradleyjohnson.com/173FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Listen and subscribe to Money Making Conversations on iHeartRadio, Apple Podcasts, Spotify, www.moneymakingconversations.com/subscribe/ or wherever you listen to podcasts. New Money Making Conversations episodes drop daily. I want to alert you, so you don’t miss out on expert analysis and insider perspectives from my guests who provide tips that can help you uplift the community, improve your financial planning, motivation, or advice on how to be a successful entrepreneur. Keep winning! Two-time Emmy and Three-time NAACP Image Award-winning, television Executive Producer Rushion McDonald, interviewed Audreanna Ayala.

This episode is sponsored by FTV Capital and J.C. Flowers & Co Financial services is one of the most active sectors in private equity dealmaking, but getting the highest returns requires deep sector expertise, especially in today's challenging exit environment. In this episode, PE Hub editor-in-chief Mary Kathleen Flynn speaks with Peter Yordán, a managing director of J.C. Flowers & Co, and Kyle Griswold, a partner at FTV Capital, to find out what makes financial services different from other sectors. We also hear their strategies for successful dealmaking, including how AI is changing the landscape.

Story of the Week (DR):SuperBroIpoDystopia: Some key facts: MMa record-breaking $135 per share with$1.8T valuationTo make that math make sense, analysts estimate the company needs to grow its sales by 50% every single year for the next decadeSpaceX lost $4.9B last yearWall Street is Being Treated Like Order-Takers: Musk pre-set the IPO price strictly at $135 and dictating exactly which investors got allocations. This forced major investment banks like Goldman Sachs and Morgan Stanley to act as glorified order-takers without even knowing their exact compensation beforehandSaudi Aramco $1.7T; Alibaba: $237B; Facebook $118BNasdaq aggressively pushed through "fast-entry" rule changes specifically to allow mega-caps like SpaceX to bypass the traditional year of seasoning and enter the Nasdaq-100 in just 15 trading days. This forces passive index funds to buy in blindly to avoid tracking errorsMeme stocker bros: $100B in share orders30% of $75B offering is earmarked for individual retail investors. This effectively shifts late-stage, hyper-inflated valuation risk away from institutions and onto the public.BlackRock $5BInstitutional investors admitted that when they bought into SpaceX privately, they were given high-level revenue figures but were denied a copy of the actual balance sheet—an unprecedented lack of transparency for a company raising tens of billionsUniversity of Washington more than 10% of its $17B in assetsUNC about 10%SpaceX will make $75B in proceedsSaudi Aramco $26B; Alibaba $22BElon Musk's Absolute Voting Tyranny (80% of voting power)personal net worth has officially skyrocketed past $1.1TSpaceX's foundational scale was built on the back of the American public, securing over $20 billion in U.S. federal government contracts to fund its rocket developmentAntonio Gracias: personally lent Musk $1M to keep him afloat; his PE firm Valor gave $76MThat $1M lifeline and early institutional backing from 2008 have compounded into what analysts are calling the most lucrative return on a personal favor in business history.The Second-Largest Shareholder: Through various Valor entities, Gracias controls roughly 7.3% of SpaceX's Class A stock (more than 500 million shares)Gracias's stake is officially worth anywhere from $91B to over $140BThis single corporate listing instantly catapults Gracias into the ranks of the world's 50 richest people.The big party: combined valuation of $3.6TAnthropic ($965B) filed confidentially on June 1OpenAI ($1T) filed confidentially on June 8"We have not decided on timing yet; it may be a while because there are things we want to do that are likely easier as a private company. But it's a complicated set of tradeoffs, and this gives us the option to go public sooner if that ends up being best."What does it all amount to? 4 horrible objectives:Funding a Sci-Fi Passion Project with Public CashBecoming the Pentagon's Irreplaceable War MachineForget the folksy narrative that Starlink is just for connecting rural schools or isolated communities: SpaceX is systematically turning itself into the ultimate military contractorProject Starshield: Those satellites are the foundation for a highly classified, militarized version of the network designed for government surveillance, secure communications, and real-time battlefield tracking.Too Big to Regulate: By launching the vast majority of the world's payloads and controlling the dominant orbital communications network, SpaceX is making the U.S. military entirely dependent on its hardware. The ultimate point is to become so deeply embedded in national defense that the government can never afford to regulate, penalize, or dismantle Musk's empireAn Orbital Real Estate Land GrabBuilding a Borderless, Lawless EmpireSpaceX is attempting to build a tech infrastructure that exists entirely outside the jurisdiction of EarthUltimately, SpaceX isn't trying to save humanity from a dying Earth; it's trying to ensure that whoever controls Earth's future has to pay rent to Elon MuskIran threatens Elon Musk's companies in Middle East: Iranian state mediaAll of Elon Musk's companies in the Middle East are military targets for Iran as it retaliates against the U.S., Iranian state media outlet Fars reported.The targets include a regional Starlink ground station, according to Fars.Sen. Warren calls on SEC to delay SpaceX IPO, flagging concerns about valuation and governanceThe letter to the heads of the Nasdaq, S&P Dow Jones Indices, FTSE Russell and Morningstar Indexes sent on Thursday asked the companies whether they had made or considered rule changes based on lobbying from Elon Musk, other SpaceX officials or officials from OpenAI or Anthropic, and asked for any communications between the companies and the indexesLSEG, which owns the FTSE Russell, and Nasdaq declined to comment. Morningstar did not respond to a request from CNBC for comment.S&P Dow Jones Indices didn't comment on the letter, but the company noted it had decided not to change its rules regarding indexes: “S&P DJI determined that exceptions to these requirements should not be granted solely based on market capitalization,” it said in a statement to CNBC. “The decision not to adopt the proposed exceptions preserves core index principles by maintaining consistent application of these key requirements.”Democrats ask Goldman Sachs CEO why he's keeping lawyer who said she'd resign over ties to EpsteinGoldman Sachs CEO David Solomon is facing new scrutiny from congressional Democrats over his reported effort to retain the bank's top lawyer months after she said she would resign over revelations about her ties to convicted sex offender Jeffrey EpsteinIn a letter sent Wednesday:U.S. Senator Elizabeth Warren (D-Mass.), Ranking Member of the Senate Banking, Housing, and Urban Affairs CommitteeRepresentative Raja Krishnamoorthi (D-IL), Ranking Member of the Subcommittee on Health Care and Financial Services on the House Oversight Committee“Ruemmler ‘educated (Epstein) on how the law differentiates between underage victims of sex crimes and adult prostitutes…'”In February, Ruemmler announced her resignation from Goldman Sachs, effective June 30, 2026: “At the time, you stated that you “reluctantly” accepted Ruemmler's resignation. While Goldman Sachs has declined to comment on this matter, new reporting suggests that you ‘pressed' her to reconsider her resignation and instead move to a new position within the firm.”Teardown of Trump Phone Reveals Incredibly Embarrassing SecretA recent teardown by repair company iFixit confirmed that the T1 is an almost entirely unmodified HTC U24 Pro, a two-year-old and mid-tier Android phone, with a cheap coat of gold colorationTrump is selling an entirely Chinese smartphone, despite waging an economic war against the country.Apart from minuscule changes to the speaker grille and a lengthened flex cable, iFixit concluded that “everything is the same, except the pattern of holes in the case.”Goodliest of the Week (MM/DR):DR: Google and Meta denied new trial in youth social media addiction caseMM: In the United States, Solar Energy is Outpacing Coal for the First Time EverAssholiest of the Week - SPEED ROUND (MM):BP's useless, reactionary board of directors: BP drops net zero division in wake of boardroom turmoil; BP's new CEO Meg O'Neill rips up the energy giant's playbook—and the ‘green' era with it - 10Ryanair blowhard CEO Michael O'Leary: Ryanair investigated over charging parents to sit with children - 5EV killing GM and Mary Barra: GM is pivoting its battery expertise toward powering AI data centers and the grid - 10Every company that fired employees and replaced them with AI: Unfortunate Company Accidentally Blows Half a Billion Dollars on Claude in One Month; AI sticker shock hits corporate America - 10Everything out of Alex Karp's fat mouth: Palantir CEO Alex Karp says executives who brag about their AI cuts might as well ‘sign up for the Bernie Sanders manifesto'; Palantir CEO says AI companies 'don't understand how unlikeable they are'; - 10Sorry Liz, this is investors job: Sen. Warren calls on SEC to delay SpaceX IPO, flagging concerns about valuation and governance - 0Every investor in SpaceX IPO: Franklin Templeton to participate in SpaceX IPO, CEO Johnson tells CNBC; SpaceX IPO demand is approaching four times oversubscribed, source says; Wall Street's undignified SpaceX mania; SpaceX's president hints at a Tesla merger: 'That might make Elon's life a little easier' - 10Billionaires: Billionaires' Billions Are Increasing Faster Than Ever - 10Beef (not Ebola): Elon Musk Faces Backlash as a Horrific Texas Screwworm Outbreak Follows Brutal DOGE Budget Cuts - 10Mark: Meta Furious Over Bombshell Smart Glasses Revelation“Last week, Wired reported that Meta discreetly moved to infuse facial recognition tech into its popular smart glasses, as evidenced by a piece of code discovered in the Meta AI app by the magazine's journalists.” - 10Headliniest of the WeekDR: UBS CEO [Sergio] Ermotti hopes to step down before 2030MM: You Can Now Get a Religious Exemption From Using AI at Work“The funniest possible outcome of the AI mandate era is about to be HR departments discovering that ‘sincerely held religious belief' under Title VII has a much lower bar than they assumed, and Pope Leo handed every Catholic employee a written excuse,” tweeted San Francisco-based startup founder Corey Quinn. (Title VII of the Civil Rights Act prohibits employment discrimination and retaliation based on race, color, national origin, religion, and sex.)MM: Furious Judge Cancels Entire Trial After Finding Out Lawyers on Both Sides Used AIWho Won the Week?DR: HTC U24 Pro, a two-year-old and mid-tier Android phone. Or maybe it was the cheap gold paint?MM: Everyone religious - what CAN'T you opt out of using a religious exemption? PredictionsDR: Attacking dictator-run companies (i.e., Iran/Tesla) starts to enter the realm of normalcyMM: Atheists adopt a religion to opt out of tech bro oligarchies

Former House Majority Leader and current ranking member of the House Appropriations Committee on Financial Services and General Government Steny Hoyer (D-MD),  joins Bob to reflect of the current state of Congress, his work to ensure the Postal Service delivers high-quality universal mail service, and a possible path for the future. The House Appropriations subcommittee on which Rep. Hoyer serves has jurisdiction over postal affairs. Rep. Hoyer will be retiring from the House of Representatives at the end of the year. Throughout his legislative career, Rep. Hoyer has championed the interests of active and retired employees of the USPS and the federal government.   

Marcelo Schucman, COO da BMP, conversa com Marcelo Braga sobre a transformação do Banking as a Service, o avanço do embedded finance e o papel da infraestrutura financeira na criação de novos modelos de negócios. A discussão aborda escala, crédito, tecnologia, governança, cultura organizacional e os desafios de construir uma empresa preparada para crescer de forma sustentável em um mercado cada vez mais complexo e competitivo.Participantes:Marcelo Schucman, Chief Operating Officer (COO), BMP.Marcelo Braga, Sócio do Financial Services, Forvis Mazars.Host(s):Alexandre Abreu, Apresentador, Tracto.

Der Nachhaltigkeitsdiskurs ist zwar leiser geworden, aber in den Unternehmen läuft die ESG-Transformation weiter. In dieser Folge spricht Dr. Martin Wolfslast, Berater im zeb, mit Christina Rahtgens, Managing Partner, Silvester Group, und Expertin für Expertin für Unternehmenskommunikation und Reporting. Ihre Themen reichen von der Diskussion darüber, warum der öffentliche Fokus abgenommen hat und welche Rolle Regulierung und Unsicherheit spielen bis hin zu der Frage, was es mit dem neuen Trend zum „Green Hushing“ auf sich hat. Key Takeaways • Nachhaltigkeit verschwindet nicht – sie wird aber in vielen Organisationen „operativer“ und weniger offensiv gehandhabt. • Regulatorische Dynamik und Unklarheit (Stichwort „Omnibus“) erzeugen Zurückhaltung – besonders in der externen Kommunikation. • Banken bleiben ein zentraler Hebel für die nachhaltige Transformation der Wirtschaft.

A prospect can sit through an entire meeting, nod along, ask good questions, and still leave without fully understanding why they need you.That's the problem.Many advisors explain their value clearly, but they don't make it easy for prospects to see the difference between where they are today and where they could be with the right plan in place.In Part 2 of this three-part series, I break down one of the simplest ways to make your planning process feel more tangible, more understandable, and more compelling without overwhelming prospects with more information.3 Insights From This Week's Episode…#1.) Why Prospects Struggle To See Your ValueYou may understand the strategy, the software, and the planning opportunities sitting underneath the surface. But your prospect often just sees complexity. I cover why this disconnect matters and how it can quietly hurt your close rate.#2.) The Hidden Cost Of Leading With ComplexityAdvisors often walk into meetings with charts, projections, jargon, and too many decision points. The problem is that more information doesn't always create more clarity. We explore why this can make prospects hesitate instead of move forward.#3.) The Communication Trap That Kills TrustThere's a fine line between helping prospects see what's missing and making them feel judged for not already having it figured out. I unpack the mistake advisors make here and why tone can make or break the conversation.SHOW NOTEShttps://bradleyjohnson.com/172SPONSORED BY BELAYRunning a business is hard enough without trying to do everything yourself. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdlFOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

On Episode 62 of the TID Water & Power Podcast we're joined by TID Chief Financial Officer and Assistant General Manager of Financial Services, Brian Stubbert, to discuss prepay bonds.In a time when everything is getting more expensive, TID remains committed to our mission of providing reliable and competitively priced water and power. As such, TID is always exploring ways to ensure the lowest rates for our customer-owners. One such way, in recent years, has been prepay deals. These complex financial arrangements will provide TID savings on commodities that the District is already purchasing, such as natural gas to generate power. On this episode we discuss how prepay bonds work, how the District is leveraging these bonds, and the reason prepay deals make sense for TID. Let's get social! Facebook: @TurlockIDInstagram: @TurlockIDTwitter: @TurlockIDLinkedIn: /company/turlockidFind out more about TID at https://www.TID.org/podcast. 

Deepak Dastrala, CEO, Purple Fabric, Intellect Design arenaAs the Middle East prepares for a massive intergenerational wealth transfer and rising demand for personalised financial advice, wealth management firms are rethinking how they engage clients, empower relationship managers, and scale operations. Puja Sharma speaks with Deepak Dastrala, CEO, Purple Fabric, IDA, about the growing role of AI-driven intelligence in wealth management, the shift from technology-led to insight-led advisory models, and how firms can balance growth, productivity, trust, and compliance in an increasingly competitive landscape.

In this episode of the AI at ViVE series on The Beat Podcast, host Sandy Vance welcomes back Peter Horadan, CEO of Vouched, for a fascinating and forward-looking conversation about one of the most consequential shifts happening in digital identity right now. Digital driver's licenses are no longer a curiosity at TSA checkpoints. They are becoming a global standard, and healthcare is one of the industries that stands to benefit most.  From eliminating duplicate patient records to defending against deepfake fraud to solving the emerging challenge of AI agent identity verification, Peter lays out a clear and compelling vision for what healthcare identity infrastructure needs to look like in the very near future. If you work in telehealth, healthcare IT, compliance, or patient access, this episode will make you think very differently about something most organizations have never considered a strategic priority.  It is believed that about 7% of people in the United States have a digital driver's license today, with estimates reaching 30% adoption by the end of this year and 50% by the end of 2027. If you aren't having conversations for this shift, learn why it matters and how to incorporate it into your patient intake.  In this episode, they talk about: Seven US states are currently issuing digital driver's licenses, and over 30 have  announced plans to do so California has already issued over two million digital driver's licenses, and the EU mandates adoption across all 27 member nations by the end of this year Digital IDs live in a secure chip on your phone, cannot be copied or forged, and require a live biometric to use Between 5 and 15% of electronic health records either have duplicate records for the same patient or multiple patients sharing one record, and strong identity verification at intake is the fix Vouched dramatically reduces patient drop-off rates at the identity verification step, as evidenced by MyStart Health's 40% net business impact Digital IDs actually enhance privacy because they allow users to share only the specific attributes needed, like confirming age without revealing anything else AI agents are already showing up in healthcare workflows, and healthcare organizations need to think now about how to verify that an agent is trustworthy, authorized by a real patient, and actually who it claims to be Vouched released the MCP-I specification a year ago as an open standard for AI agent identity verification, now adopted by the Decentralized Identity Foundation and expanded under the name KYA-OS By the end of 2026, Vouched predicts 40 to 50% of US adults will have a digital driver's license  A Little About Peter: Peter Horadan is the CEO of Vouched, the AI identity verification platform that's transforming how leading Healthcare and Financial Services companies onboard and verify people—instantly and securely. Throughout his career, Peter has led the charge in replacing slow, manual workflows with scalable, automated systems that unlock efficiency, reduce costs, and create measurable impact. From digitizing expense reporting at Concur to streamlining sales tax compliance at Avalara, Peter has helped modernize core business processes across industries. His leadership reflects a deep understanding of how automation can drive growth, compliance, and customer experience at scale. Peter has also held leadership positions at Alavara, Scout Analytics, Microsoft, Corillian, and BEA Systems.

Mega forces like AI are reshaping markets and economies, with multiple plausible outcomes ahead. Devan Nathwani, Portfolio Strategist at the BlackRock Investment Institute, explains why this evolving investment landscape necessitates a new portfolio approach built around exposures—not asset class labels.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2026 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BII0626-5555643-EXP0627

In this episode, we dive into a cost-free, highly effective strategy to boost your mortgage website's performance. We explore why adding a simple adviser photo is one of the most powerful changes you can make to increase trust and lead volume. Key Highlights: The Experiment: We break down a recent test on a mortgage broker's website that compared identical web pages—one with an adviser photo and one without. The results? The page featuring the adviser's face generated 11% more leads. The Science of Trust: Ambiguity Aversion: People feel uncomfortable discussing private financial matters with strangers. Seeing a face reduces this uncertainty and builds immediate rapport. Hard-Wired for Connection: Our brains are evolutionarily designed to assess trustworthiness through faces, making them a more powerful trigger for trust than logos alone. Eye-Tracking: Studies show that when a user lands on a page, their eyes are naturally drawn to human faces immediately. Authenticity Wins: We discuss why generic stock photos are easily identified by users as "filler" and ignored. Real, authentic photos of your team members are essential for improving credibility. Practical Implementation: Every Page Counts: Don't relegate your team to just the "About Us" page. Every page is a potential meeting point with a client. Equipment Doesn't Matter: You don't need a high-end photoshoot to start. A simple, well-lit photo taken on an iPhone is significantly better than no photo at all. Avoid the Fake: A genuine iPhone photo will always outperform an AI-generated image that looks "too perfect" or fake, as visitors are naturally wired to spot authenticity. The Bottom Line: While showing your face is a major conversion booster, remember it works best as part of a solid foundation that includes persuasive copy, 5-star reviews, and a clear call to action.   Brought to you by the team at The Lead Engine who specialise in generating mortgage leads.

On this episode of the THINK Business Podcast, Deb Lapin shared five timeless takeaways for any business person looking to think sharper, prepare better, and lead with confidence. Deborah S. Lapin is a shareholder at Maddin Hauser known for her sharp litigation skills and client-first approach. Top 5 Takeaways for Any Business Person Looking to Elevate Their Game: The Power of Being Underestimated Fundamentals Always Win Anticipation Is a Competitive Advantage Over-Prepare and Stay Adaptable to Be Ready for Anything Being True to Yourself Is the Ultimate Strategy --- Deborah (Deb) S. Lapin, a shareholder in Maddin Hauser's Financial Services and Real Property Litigation group, is a zealous advocate who blends creativity, determination, and pragmatism to obtain favorable outcomes in real estate litigation and a wide range of business disputes. Always cognizant that her efforts must consider the bigger picture and the bottom line, Deb develops individual case strategies that align with her clients' broader strategic objectives and financial and reputational interests. The foundation of Deb's courtroom acumen is the intensive trial experience she gained during her time as a public defender in New York City and as an associate in a busy plaintiff's litigation firm. She has since complemented the advocacy skills and insights she developed in these roles with extensive and immersive work handling real estate litigation, particularly mortgage-related issues and title insurance coverage disputes. Her practice also extends across the full spectrum of business litigation matters, where she leverages the firm's cross-disciplinary capabilities and resources to supplement her efforts on behalf of clients spanning multiple industries. Tough but reasonable, she is as adept at obtaining early resolutions of disputes as she is at securing verdicts in her clients' favor. Appreciating the internal pressures and priorities her institutional clients face, Deb is committed to transparent communication, thoughtful efficiency, and strong, collaborative working relationships. She makes the litigation experience less stressful and taxing for clients, who appreciate her clear expectation-setting and personable counseling style. Deb enjoys speaking and blogging on topics relevant to her practice and clients and regularly presents continuing legal education courses to her colleagues. She also takes an active interest in the industries where her clients do business, including serving on the Board of Directors of the Michigan Recreational Boating Industries Educational Foundation. Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big! Connect with Deb Lapin:Website: https://maddinhauser.com Facebook: https://www.facebook.com/MaddinHauser X: https://twitter.com/MaddinHauserPC LinkedIn: https://www.linkedin.com/company/maddin-hauser-roth-and-heller-pc YouTube: https://www.youtube.com/@maddinhauserlaw *E - explicit language may be used in this podcast.

Professor Peter Thorne, member of the Climate Change Advisory Council joins the panel of Robert Troy, Fianna Fáil TD for Longford - Westmeath and Minister of State with responsibility for Financial Services and Insurance, Claire Kerrane, Sinn Féin TD for Roscommon - Galway and Richard Boyd Barrett, People Before Profit TD for Dún Laoghaire.

Robert Troy, Fianna Fáil TD for Longford - Westmeath and Minister of State with responsibility for Financial Services and Insurance, Claire Kerrane, Sinn Féin TD for Roscommon - Galway and Richard Boyd Barrett, People Before Profit TD for Dún Laoghaire.

Today's panel consists of Robert Troy, Fianna Fáil TD for Longford - Westmeath and Minister of State with responsibility for Financial Services and Insurance, Claire Kerrane, Sinn Féin TD for Roscommon - Galway and Richard Boyd Barrett, People Before Profit TD for Dún Laoghaire.

Robert Troy, Fianna Fáil TD for Longford - Westmeath and Minister of State with responsibility for Financial Services and Insurance, Claire Kerrane, Sinn Féin TD for Roscommon - Galway and Richard Boyd Barrett, People Before Profit TD for Dún Laoghaire.

People can be interested without being ready to buy, they can agree to a proof of concept without having a clear path to production, they can praise the product without becoming the kind of customer who helps the company grow. That distinction was at the center of Collin Stewart's conversation with Ankur Patel, founder and CEO of Multimodal, on the Predictable Revenue Podcast. Multimodal builds AI for document-heavy, decision-heavy workflows in financial services, and Ankur's story is useful because it shows how easy it is to mistake activity for traction. Highlights include: Identifying the Niche (02:01), Customer Development and Validation (04:36), Pricing Strategy and First Customer (10:23), Evolving Market Strategies (17:46), Recognizing Product-Market Fit (22:50), and more... Stay updated with our podcast and the latest insights on Outbound Sales and Go-to-Market Strategies!

In this episode, panelists explore the key trends shaping financial services organizations' tax and finance functions in 2026, sharing forward‑looking transformation insights across the industry.

A conversation lives for an hour. A financial plan lives for generations. Most advisors provide a prospect nothing but a follow-up email and a calendar link following their first meeting, then wonder why so many disappear before the second meeting happens.In Part 1 of this three-part series, I break down one of the most overlooked tools in advising: something that even the show Shark Tank get's right, but most advisors miss.3 Insights from This Week's Episode…#1.) Bridge the Gap From Conversation to Real World A financial plan is made up of hours of thinking, strategy, and recommendations the client can't see. I cover how to bridge this gap in the very first meeting.#2.) Why Your Prospects Think Differently Than YouYou may have grown up in a digital world, but many of your prospects and clients did not. We cover what this means and what do about it. #3.) Rough Draft vs Finished PlanWe cover how to position the work you do in a way that empowers your clients to make a decision and move forward. Triad Sales LabStill the only one closing deals in your firm? We'll help you build a sales system that doesn't rely on you. Apply here: https://bradleyjohnson.com/160-triad-sales-lab/SHOW NOTEShttps://bradleyjohnson.com/171FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Masters of Risk, host Stewart Webster sits down with Kareem Saleh, Founder and CEO of FairPlay AI, to unpack one of the most critical and underexamined risks in modern finance: algorithmic bias. As artificial intelligence becomes central to everything from lending decisions to fraud detection, Kareem explains why the promise of "objective" algorithms often falls short—and how hidden biases can quietly shape outcomes at scale. Drawing on his experience across global credit markets, Kareem reveals how unfairness enters AI systems—from flawed data to model design to real-world deployment—and why organizations that fail to address it are exposing themselves to financial, regulatory, and reputational risk. Together, Stewart and Kareem explore the misconception that fairness comes at the expense of performance, showing instead how more equitable models can unlock growth, improve accuracy, and expand access to capital. They also dive into the future of work in the age of AI, the need for modern governance infrastructure, and why fairness is quickly becoming a defining competitive advantage. A compelling listen for executives navigating AI adoption, risk leaders rethinking model governance, and anyone seeking to build more responsible—and more profitable—AI systems. Credits: Host: Stewart Webster Guest: Kareem Saleh, Founder and CEO of FairPlay AI Editor: Neri Reyes Producer: Caitlin Bray Published With Assistance From: Sophie Carr, Feranmi Adeoshun, Patrick Moroney, Barb Dalumpines, Cassandra Rowe

In this episode of Deal Talk, partners Kam Jamshidi and Andrew Bradley explore the opportunities for M&A in the Australian financial services sector. Sharing insights from their recent experience advising on the sale of Insignia Financial, Andrew and Kam work through the key issues facing dealmakers in this sector, including: - The themes driving financial services M&A and private equity interest - How the sector has changed in the years since the Royal Commission - ASIC's enforcement focus and why regulatory pressure is an opportunity, not just a threat - The Shield and First Guardian situation and what it means for the broader ecosystem - Legacy technology stacks and the opportunity for international buyers to add value; and - The differences in working with APRA and FIRB to get a deal over the line. Important listening for private equity sponsors and strategic acquirers considering the Australian financial services sector.

In the latest episode of BMBW, Daniel Pianko sits down with Andy Kuper, founder and CEO of LeapFrog Investments, one of the pioneering firms in impact investing since the start, with more than $3 billion of AUM. Over the past two decades, Andy and his team have helped prove that investing in underserved populations across growth markets can generate both transformative social impact and market-leading financial returns. From energy and insurance to AI-powered health solutions, LeapFrog has backed and built businesses that now reach more than 622 million people across Africa and Asia. Andy shares the remarkable journey behind the firm's creation, the lessons learned as he helped to scale impact investing into a trillion-dollar asset class, and why he believes the next generation of investors has an even bigger opportunity ahead. Long before impact investing even had a name and a decade before it became mainstream, Andy saw the opportunity of four billion underserved people across emerging markets—represented not as charity cases, but as a vast number of consumers who could be the next great growth investment opportunity. Today, LeapFrog's companies provide healthcare, financial services, and climate solutions at a historic scale and depth of impact to those people—empowering millions and saving many lives. This episode is a powerful reminder that impact investing isn't about sacrificing returns. Impact investment is about unlocking opportunity where others fail to look.    

On this episode, tune in to a conversation from FINRA's 2026 Annual Conference, where FINRA Board Chair Scott Curtis and FINRA President and CEO Robert Cook discussed the partnership between board governance and executive leadership, and the strategic priorities shaping FINRA's direction. Resources mentioned in this episode: Ep. 185: How FINRA Is Streamlining Data Requests Ep. 187: How FINRA Is Enhancing Member Firm Examinations FINRA Forward: A Year of Progress FINRA Forward FINRA Quarterly Regulatory Policy Agenda Blog Post: FINRA Forward's Rule Modernization—An Update Blog Post: Vendors, Intelligence Sharing and FINRA's Mission Blog Post: FINRA Forward Initiatives to Support Members, Markets and the Investors They Serve Blog Post: A Progress Update on Rule Modernization Find us: LinkedIn / X / YouTube / Facebook / Instagram / E-mailSubscribe to our show on Apple Podcasts, Google Play and by RSS.

India's GPU footprint is on track to grow 40x by 2030, from ~50,000 today to a couple of million. That number is bigger than any public forecast. Sharad Sanghi has the unusual standing to make it: he built Netmagic into India's most significant datacenter business, and he's now running Neysa, the only neo cloud in India that Semi Analysis has rated, backed by Blackstone.In this episode of Intelligent Indians, Rajinder Balaraman and Sharad cover:1. Why neo clouds exist as a category, and what hyperscalers structurally can't do for one market 2. The ITQ case study: how to define ROI before infrastructure 3. The three infra mistakes that quietly cost AI teams 10x their compute spend 4. Why power, not GPUs, is the real bottleneck, and why 50% of India's data centre capacity sits in one city 5. What  India's AI Mission could actually unlock in the next phaseIf you're building AI infrastructure in India, tracking the space as an investor, or working on policy in the area, this is the operator view. From someone whose entire balance sheet depends on getting the call right.Chapters 00:00 India's AI Moment The Big Picture02:00 Welcome Introducing Sharath of Neysa03:30 How He Built India's First Data Centre with NetMagic06:00 How ChatGPT Sparked the Idea for Neysa18:00 India is 2nd Largest AI Consumer 21:00 50,000 GPUs Today. 2 Million by 2028 24:30 Neysa vs AWS, GCP, Azure 28:00 Why Indian Banks Are Early AI Adopters31:30 Financial Services, Healthcare, Manufacturing 35:00 PhonePe, Perfios, Hungama - Real AI Use Cases in India38:30 Why Most AI Projects Stay in Pilot and Never Reach Production52:30 GPU Obsolescence Risk — How Neysa Manages It55:00 Healthcare, Education, Agriculture — Where Founders Should Build58:30 IIT Bombay and the Bharat Gyan Project1:01:00 Why India Needs to Keep Its AI Talent at Home1:04:00 Why He Refused to Flip the Company Outside India1:06:30 What It Takes to Make India the AI Research Capital of the World

A fundamental shift is emerging as AI moves core financial operations away from traditional web interfaces and into AI‑native cloud‑desktop environments, redefining how CFO teams execute and manage workflows. In this episode, Henry Ward, founder and CEO at Carta, examines how this transition changes the CFO operating model alongside host Daniel Faggella, highlighting why AI‑literate finance leaders gain leverage by orchestrating reporting, close processes, and analysis directly through agent‑driven systems. The discussion outlines how reusable AI skills, shared operational source files, and automated coordination reshape month‑end close, reporting agility, and cross‑team execution for modern finance organizations. To go deeper on this topic and learn how financial institutions are digitizing paper-based records to unlock usable data for AI, and using alternative data like public web and social signals to enhance risk assessment, download our free PDF report, "AI in Financial Services Executive Cheat Sheet" at emerj.com/fcs2

Daniel is the CEO of Skyward Financial Services, Co-Founder of the Live Full non-profit foundation, a husband, a father, and truly a loving & positive person.In this episode we discuss his journey through the financial world, how it stuck out to him at an early age and he turned it into a career and lifestyle, marriage, fatherhood, positivity, and much more. This conversation was a ton of fun."I am not perfect, but I am better"Hope you all enjoy... KEEPGOING!Follow Daniel, Skyward, and Live Full:IG - https://www.instagram.com/danielihaynesIG - https://www.instagram.com/skywardfsIG - https://www.instagram.com/_livefullFollow me:Youtube: ⁠Keep Going Podcast - YouTube⁠IG- https://www.instagram.com/zdsellsokc/FB- https://www.facebook.com/ZDsellsOKC/Website: ⁠https://keepgoingpodcast.carrd.co/⁠ ⁠Click here to be a guest on Keep Going Podcast⁠: ⁠https://form.jotform.com/252251121299149

Surging AI investment and geopolitical risks are showing how mega forces are reshaping the investment landscape. Michel Dilmanian, Portfolio Strategist at the BlackRock Investment Institute, unpacks how these developments will shape the debate at BlackRock's Midyear Investment Forum this week.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2026 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BII0526-5535247-EXP0527

Key Highlights from the Episode: 0:00 – Introduction 1:02 – Should I stay or should I go next year?   2:27 – Why Q4 is often the best time to transition   3:59 – How holidays and client schedules factor into timing   5:35 – Deferred comp considerations for advisors   10:23 – Why firms sweeten deals in Q4 to hit quotas   12:48 – The myth of the “perfect” time to move   14:42 – Leveraging holiday parties and events for client communication   17:08 – Why every advisor's timing decision is unique   23:12 – Emotional readiness vs. waiting too long   25:27 – Rip the Band-Aid off: once you decide, just go   27:09 – Risks of delaying and firm pushback   28:11 – How to connect with Frank & Stacey   Resources: Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com JEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.com Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/ Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

In this episode of One Vision, Theodora Lau sits down with Hay Yip, Chief Strategy Officer and Chief of Staff at FundPark in Hong Kong, for a conversation that spans heritage, working capital, and what it really takes for SMEs to scale in an uncertain world.Hay shares his journey from a commercial banking career at HSBC — spanning both London and Hong Kong — to the electric pace of a fintech startup, and why he now goes to bed "with one eye open." Born in Hong Kong and grew up in the UK, his story comes full circle as he returns home to help the small businesses he's always been drawn to.At the heart of the conversation is the often-overlooked engine of commerce: working capital. Hay makes the case that cash flow is the "bloodline" of any growing business, and explains how FundPark uses data and analytics to serve e-commerce merchants who are not just underserved by traditional banks, but in many cases entirely unserved. Theo and Hay explore the founders' origin story, why entrepreneurs deserve more credit for their courage, and how global supply chain fragility shows up in the everyday lives of merchants and the customers who depend on them.Tune in for a candid look at the unglamorous but essential side of fintech, and FundPark's vision of "scale up as a service" — helping ordinary people behind real businesses thrive.

In this episode of The Consumer Finance Podcast, Chris Willis and Kim Phan unpack Colorado's brand-new Automated Decision-Making Technology (ADMT) Act, which repeals and replaces the state's much-criticized 2024 AI law. They explain the shift from "high-risk AI systems" to the broader ADMT framework, what it means for consequential decisions in lending and financial services, and how the statute's "material influence" standard can sweep in tools that do far more than make final credit determinations. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

I sat down with Stu McLaren to unpack something I think a lot of financial advisors are missing right now…Your value isn't just in the financial plan. It's in the relationships, community, and sense of belonging you create around your clients. Stu built one of the earliest online membership businesses, sold it successfully, and has spent years helping entrepreneurs build thriving communities that people never want to leave. In this conversation, we talk about what advisors can learn from that world—and why retention has less to do with performance reviews and more to do with human connection. We also go deeper into the emotional side of money, why so many successful people keep moving the goalposts, and how advisors can stop overwhelming clients with information and start creating real momentum instead. And beyond business, Stu shares one of the most powerful mindset shifts around money and impact I've heard in a long time. From building schools in Kenya to creating unforgettable experiences for others, this conversation is a reminder that business can become a vehicle for something much bigger than yourself.3 of the biggest insights from Stu McLaren…#1.) Community Is the Moat That Protects Your BusinessStu explains why relationships and belonging are becoming more valuable than information—especially in a world where AI is making knowledge easier to access. Advisors who intentionally create connection between clients build deeper loyalty, stronger retention, and a business competitors can't easily replicate.#2.) Clients Don't Need More Information, They Need SimplicityA lot of advisors accidentally overwhelm clients by trying to explain everything at once. Stu shares how creating a simple “success path” helps clients focus on the next right step instead of getting buried in spreadsheets, projections, and complexity.#3.) Money Becomes More Meaningful When It Fuels ImpactStu opens up about the mindset shift that changed his relationship with money forever. Instead of feeling guilty about success, he realized that making more money gave him the ability to create more impact—for charities, communities, friends, and families around the world.Free Gift:Get access to Stu's book, Predictable Profits.SHOW NOTEShttps://bradleyjohnson.com/170FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Alan Hoskins, president and national sales director at American Farm Mortgage & Financial Services, joins us to discuss current conditions for rural banks. And this week's Farmer Forum features Tim Gregerson of Nebraska and Brad Nelson of Minnesota, who share crop progress reports and thoughts on the direction of the country.See omnystudio.com/listener for privacy information.

In this episode, Craig LaChapelle is joined by VantageScore's Jeff Richardson and TransUnion's Matias Petersen to unpack the growing importance of credit score choice. They discuss how market volatility, competition and regulatory shifts are driving adoption across lending segments, from mortgage to auto and cards. The conversation highlights practical considerations — from model performance and governance to operational rollout — while outlining how lenders can test, validate and scale new scoring approaches to improve portfolio outcomes and expand access. The information discussed in this podcast constitutes the opinion of TransUnion, and TransUnion shall have no liablity for any actions taken based upon the content of this podcast.

Join Alex Tapscott as he decodes the world of crypto with special guest Mike Cagney, Co-Founder and Executive Chairman of Figure. Listen in as they discuss how Figure is using blockchain to rebuild capital markets from the ground up, why putting loans, ownership records, custody, and secondary trading onchain can make credit markets more efficient, and how DeFi capital can lower borrowing costs for real-world consumers. They also explore the limits of tokenization, what assets actually belong onchain, why L1 token value remains difficult to underwrite, how public equities and private credit could become blockchain-native, and why AI-native startups may force every financial company to rethink how it operates.

In this episode of One Vision, Theodora Lau sits down with Hay Yip, Chief Strategy Officer and Chief of Staff at FundPark in Hong Kong, for a conversation that spans heritage, working capital, and what it really takes for SMEs to scale in an uncertain world.Hay shares his journey from a commercial banking career at HSBC — spanning both London and Hong Kong — to the electric pace of a fintech startup, and why he now goes to bed "with one eye open." Born in Hong Kong and grew up in the UK, his story comes full circle as he returns home to help the small businesses he's always been drawn to.At the heart of the conversation is the often-overlooked engine of commerce: working capital. Hay makes the case that cash flow is the "bloodline" of any growing business, and explains how FundPark uses data and analytics to serve e-commerce merchants who are not just underserved by traditional banks, but in many cases entirely unserved. Theo and Hay explore the founders' origin story, why entrepreneurs deserve more credit for their courage, and how global supply chain fragility shows up in the everyday lives of merchants and the customers who depend on them.Tune in for a candid look at the unglamorous but essential side of fintech, and FundPark's vision of "scale up as a service" — helping ordinary people behind real businesses thrive.

Surging long-term bond yields underscore our view that traditional portfolio diversification is being challenged in today's macro regime. Beata Harasim, Senior Investment Strategist at the BlackRock Investment Institute, explains why investors may need a Plan B built around broader sources of return.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2026 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BII0526-5517737-EXP0527

The pressure on financial services AI leaders to show board-level results has intensified — yet the pace of vendor pitches, shifting tooling stacks, and stalled pilots has made action feel riskier than waiting. In this episode, Art Shectman, CEO and Founder at Elephant Ventures, breaks down why the instinct to evaluate everything before building anything is the primary obstacle to production, and what a realistic first step actually looks like inside a regulated enterprise. The conversation covers how to identify the right initial workflow, how to structure a time-boxed sprint toward a minimum viable production deployment, and how to present early AI wins to boards that have stopped trusting strategy decks. This episode is sponsored by Elephant Ventures. Learn how brands work with Emerj and other Emerj Media options at go.emerj.com/partner

Meet the man who pioneered one of the biggest developments in the retirement planning industry. Curtis Cloke, a financial professional of 30 years and the man who's credited with pioneering the Deferred Income Annuity, or DIA as it's called. In this interview, Curtis shares the story of how he developed the game changing retirement tool and gives an example of the "Buy Income, Chase Alpha" strategy which allowed him to generate $82,000 a year of Guaranteed Income, and invest more aggressively with the remaining savings he has, instead of tying it up in the market.Watch the Interview on Youtube for Visuals - https://youtu.be/ISuazQCD1bQBuy Your Tickets to the Life Insurance Summit! Click Here: https://betterwealth.com/summitConnect with Curtis Cloke: Website - https://curtiscloke.com/Software - https://curtiscloke.com/retirement-nextgen.htmlEmail - mgebhardt@thriveincome.comWant to See If Whole Life Insurance Can Improve Your Financial Plan? Schedule Your Clarity Call Here: https://bttr.ly/bw-yt-aa-clarityWant Us To Review Your Permanent Life Insurance Policy? Click Here: https://bttr.ly/yt-policy-reviewWant Free Whole Life Insurance Resources & Education? Go Here: https://bttr.ly/yt-bw-vaultLearn More About BetterWealth: https://betterwealth.comChapters:00:00 Interview Teaser 01:18 Curtis Cloke: Retirement Industry Legend 03:42 The 1999 Discovery 05:08 Deferred Income Annuity (DIA) 13:30 How the DIA Was Named and Developed 20:45 Timber Harvesting 23:05 Why Doing the Right Thing Pays Off Long-Term? 28:12 Legacy vs. Money in Financial Services 36:15 Guaranteed Retirement Income Early 39:35 Diversification and Insurance Company Protections 42:10 Why Annuities Are So Misunderstood? 43:35 Fisher Investments vs. Annuities Debate 45:20 Problem With Calling All Annuities “Bad” 50:05 42 Different Types of Annuities 54:35 Responding to Dave Ramsey's CriticismDISCLAIMER: https://bttr.ly/aapolicy*This video is for entertainment purposes only and is not financial or legal advice. Financial Advice Disclaimer: All content on this channel is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Myles Downey's new book, The Sessions, marks a transition, a metamorphosis in his influential body of work. And that becomes the theme of this, his third appearance on The Coach's Journey Podcast.What happens when it is no longer sustainable to remain what you have been? What is it like to have an idea - like Myles did with The Sessions more than 30 years ago - and not be able to let it go? And for Padraig, the protagonist of The Sessions, what is it like for someone to step into their own shoes, becoming a leader, becoming oneself as a leader? That is just the start, though, in a wide-ranging conversation about Myles' work, his new book, and what he has coming up next as part of what has already been an incredibly influential and impactful career, which started working closely with Sir John Whitmore in the early days of coaching in the UK and passed through The School of Coaching, his bestselling book Effective Modern Coaching and his powerful work on genius, which culminated in the book, Enabling Genius.In particular, we talk about: Whether it is our duty and responsibility to express ourselves. Poetry, prose, fiction, non-fiction, and Myles' relationship to reading and writing (and what this has to do with coaching).Myles' passion for human nature, creativity and how human beings should be more of themselves, not less of themselves. The close relationship between genius and being seen as mad, and why some leaders and CEOs see genius as dangerous. One of the most powerful coaching exercises Myles did with Robbie when he was Robbie's coach. And at the end, Myles tells a moving story about the influence of his wife, Jo, on The Sessions and his wider work, and gives a tantalising trailer for what might be his next book: The Inner Game of Leadership - what it takes to express oneself, configured around the notion of leadership. To listen to Myles' first appearance on The Coach's Journey Podcast, visit https://www.thecoachsjourney.com/podcast/episode-31-myles-downeyTo listen to his second appearance on the show, visit: https://www.thecoachsjourney.com/podcast/69-myles-downey-what-is-effective-coaching-performance-coaching-when-to-be-directive-changing-clients-maps-of-reality-and-moreFor more information about Myles, visit www.mylesdowney.com or find him on LinkedIn at www.linkedin.com/in/mylesdowneyFor more information about Robbie Swale, visit www.robbieswale.com.Read more about The Coach's Journey at www.thecoachsjourney.com.Music by My Good Man William: listen on Spotify: https://open.spotify.com/artist/4KmeQUcTbeE31uFynHQLQgTo support the Coach's Journey, visit www.patreon.com/thecoachsjourney and to join the Coach's Journey Community visit www.thecoachsjourney.com/community. Things and people we mentioned (that you might be interested in):Myles' previous appearances on The Coach's Journey Podcast: https://www.thecoachsjourney.com/podcast/episode-31-myles-downeyhttps://www.thecoachsjourney.com/podcast/69-myles-downey-what-is-effective-coaching-performance-coaching-when-to-be-directive-changing-clients-maps-of-reality-and-moreThe Sessions by Myles Downey: https://thesessions.online/ and https://www.amazon.co.uk/Sessions-tale-leadership-Dublin-pubs-ebook/dp/B0GKCWPD4B/The Inner Game of Tennis by Timothy Gallwey: https://www.amazon.co.uk/Inner-Game-Tennis-ultimate-performance/dp/1447288505/Myles' books: Effective Modern Coaching, The Enabling Manager, Enabling Genius: https://www.amazon.co.uk/Effective-Modern-Coaching-principles-successful/dp/191595116X/The fantasy novels where Robbie learned why poetry matters was The Long Price Quartet by Daniel Abraham: https://www.amazon.co.uk/The-Long-Price-Quartet/dp/B074CFZ29BJoseph Campbell: http://robbieswale.com/the-12-minute-blog/2024/10/9/the-insecure-way-is-really-the-secure-wayStrong Ground by Brene Brown: https://www.amazon.co.uk/Strong-Ground-Leadership-Tenacity-Vermilion/dp/178504320XRoberto Assagioli: https://en.wikipedia.org/wiki/Roberto_AssagioliBIOGRAPHY FROM MYLESMyles Downey is a recognized authority on Performance, Coaching and Leadership and the author of three classics in the coaching and performance arena: ‘Effective Modern Coaching', (330,00+ books sold); ‘Enabling Genius – a mindset for success in the 21st Century'; ‘The Enabling Manager – how to get the best out of your team'. Myles is one of the leading executive performance coaches in Europe, with global experience (Europe, North and South America, Asia-Pacific, UAE). He has worked across the C-suite in many prestigious organisations over the past 35 years, in a wide variety of industries, including Banking and Financial Services, Manufacturing, Oil and Gas, Professional Services, Tech, the Public Sector and Sports.Myles was the founder of The School of Coaching (1996 to 2012), at the time the premier institution for coach training in Europe.Myles has deployed his performance coaching programs with the Senior Coaches of the England Rugby Team and with the New Zealand Elite Rugby Coaches.Myles has been a speaker at many leadership conferences, including the BBC's Conference for its top 400 senior executives, the McKinsey Global Partners Conference in Singapore and the ICF Global Conference in Malmo, to name a few. After 33 years living in London, Myles now lives in Norfolk, England. He was born in Dublin, Ireland in 1959. Myles plays for Norfolk Veterans Tennis and competes occasionally on the ITF Masters Tour.

What if I told you there's a simple concept that could unlock exponential growth in your business, without adding more hours to your workweek?I've used this framework hundreds of times in coaching conversations, and it's created more breakthroughs than anything else I've ever shared with advisors.It all comes down to the value of an hour of your time.In this solo episode, I walk you through an eye-opening exercise to help you calculate what your time is really worth, and more importantly, what's stealing it. You'll discover how to delegate low-value tasks, free up your calendar for high-impact work, and scale your firm without sacrificing your personal freedom.3 of the biggest insights from Brad Johnson…#1.) The Hidden Number That Controls Your GrowthI break down a simple formula that calculates what an hour of your time is worth as a business owner, and why this number matters far more than most advisors realize.#2.) Get Non-Revenue Driving Work Off Your PlatePaperwork, service work, HR issues, and admin responsibilities are all important aspects of running a business, but they often pull founders away from the activities that deliver the best ROI. The more time you spend in low-leverage work, the harder it becomes to scale.#3.) The “Sue” Exercise That Changes How You Think About DelegationI share a powerful coaching framework that helps advisors realize they've already hired the most expensive employee in the business: themselves.SHOW NOTEShttps://bradleyjohnson.com/169FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The newly released Epstein-related documents highlighted a major financial transaction involving billionaire Leon Black, revealing that he secured a $484 million loan from Bank of America backed by works of art. The loan, documented in materials connected to the Epstein files, used high-value paintings by artists such as Picasso, Giacometti, Titian, and Matisse as collateral. While the size of the loan drew attention because of its connection to the Epstein documents, art-backed lending itself is a common practice among ultra-wealthy collectors. These loans allow wealthy individuals to unlock liquidity from valuable art collections without having to sell the works, often at relatively low interest rates due to the borrower's overall wealth and the value of the collateral.The report also highlighted the rapid growth of the art-lending industry, which is estimated to be worth between $38 billion and $45 billion globally and is expected to exceed $50 billion by 2028. Wealthy collectors frequently borrow against artwork to fund investments, acquire additional art, or access cash while avoiding the significant tax consequences that come with selling pieces. Auction houses such as Sotheby's Financial Services, along with specialty lenders and private banks, dominate much of this market. Because selling art can trigger capital-gains taxes of more than 30%, borrowing against art has become an attractive financial strategy for collectors who want liquidity while continuing to hold and display their valuable pieces.to contact me:bobbycapucci@protonmail.comsource:Epstein files highlight how the wealthy borrow against art collectionsBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect their financial goals with confidence. In 2014, after a 24-year career in industrial construction and professional MMA fighting, Russell made a pivotal shift into the financial services industry. His decision was driven by a personal realization: many of his business owner friends and family were unprepared for the financial risks that could erode a lifetime of hard work and asset accumulation. Since then, he has developed and refined a comprehensive planning process designed to help clients set clear goals, uncover potential risks, and implement personalized strategies to protect and grow their wealth. Russell lives in Daytona Beach, where he enjoys an active lifestyle that includes weightlifting, Brazilian Jiu-Jitsu, golf, and time at the beach. He's also passionate about motorcycles and regularly attends local biking events and live music venues.Learn More: Email: russell@hr-ifs.com or www.hr-ifs.com Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor.Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-russell-thompson-with-hr-insurance-and-financial-services-guaranteed-income

Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect their financial goals with confidence. In 2014, after a 24-year career in industrial construction and professional MMA fighting, Russell made a pivotal shift into the financial services industry. His decision was driven by a personal realization: many of his business owner friends and family were unprepared for the financial risks that could erode a lifetime of hard work and asset accumulation. Since then, he has developed and refined a comprehensive planning process designed to help clients set clear goals, uncover potential risks, and implement personalized strategies to protect and grow their wealth. Russell lives in Daytona Beach, where he enjoys an active lifestyle that includes weightlifting, Brazilian Jiu-Jitsu, golf, and time at the beach. He's also passionate about motorcycles and regularly attends local biking events and live music venues.Learn More: Email: russell@hr-ifs.com or www.hr-ifs.comSecurities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor.Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.

The CrowdStrike 2026 Financial Services Threat Landscape report is now live! Adam and Cristian are here to break down the trends and techniques affecting an industry that has become a major target for adversaries. Financial services is the fourth most-targeted industry as of Q1 2026 and accounts for 12% of all observed adversary activity. eCrime adversaries target the industry for financial gain. MUTANT SPIDER, the most active eCrime threat in the past 12 months, is tied to several intrusions in which they sell access to ransomware groups. The Democratic People's Republic of Korea set its sights on cryptocurrency and fintech entities to steal funds for its military programs. While financial gain may seem the obvious goal in targeting financial services, it's not the only one. Nation-state adversaries in China, Iran, and Russia launched operations against the sector for intelligence collection. Hacktivists conducted DDoS campaigns and data breach operations, primarily driven by ideological conflicts. Even if you don't work in the financial services sector, you most likely work with it — consumer banks, credit card companies, insurers, payment processors, and related businesses are all part of everyday business and personal life. Tune in to hear which adversaries are targeting them and why, which regions are in the crosshairs, and how companies should defend themselves. And stick around to hear about Adam's foray into ice cream cakes.

What do the American people actually expect from companies deploying AI — and are corporate leaders listening?In this episode of One Vision Podcast, Theodora Lau sits down with longtime friend Tyler Spalding, Chief Marketing, Communications & Engagement Officer at JUST Capital, to unpack the organization's latest research on how the public, investors, and corporate executives view AI's impact on society, jobs, and the economy.They dig into the perception gap between public sentiment (66%) and corporate optimism (94% of investors and 90% of corporate leaders see AI as a net positive), and what that gap means for business leaders navigating workforce decisions, reskilling investments, and responsible AI deployment.The conversation also explores the tension between AI-driven efficiency gains and the human cost of disruption — from layoffs framed as AI transformation and the anxiety facing the next generation entering the workforce, as well as the importance of defining and incentivizing responsible AI through consistent, comparable standards guided by public expectations.

In this Greatest Hits episode of Advisor Talk, Frank LaRosa and Stacey Frank take a grounded, advisor-first look at how AI is actually changing the profession - and why the future of advice is still fundamentally human. Rather than fearing AI, Frank explains why this moment closely mirrors the rise of online trading in the early 2000s - a shift that many believed would eliminate advisors, but ultimately made great advisors even more valuable. This conversation centers on a critical idea: Technology can provide data. Only humans can provide wisdom. Frank and Stacey break down how AI can enhance efficiency, buy back time, and improve service - while also exposing advisors who rely solely on technology without building real client relationships. They also introduce the concept of co-intelligence - where advisors use AI as a tool, not a replacement  and explain why empathy, clarity, and human judgment remain the true differentiators in financial advice. Key questions explored in this episode: Will AI put financial advisors out of business? No. But it will challenge advisors who lack a strong service model or meaningful client relationships. Why doesn't AI replace the advisor-client relationship? Because clients don't hire advisors for calculations - they hire them for clarity, reassurance, and guidance through uncertainty. How should advisors be using AI today? As a way to remove friction, automate tasks, and free up time to focus on deeper client conversations and better service. What is “co-intelligence”? A mindset where AI delivers information, while advisors provide judgment, empathy, and leadership. What happens to advisors who ignore AI altogether? They risk falling behind firms that use technology to become more efficient - and more human - at the same time. If you're a financial advisor wondering how AI fits into your practice - or worried about what it means for your future - this episode offers perspective, clarity, and a practical way forward. Chapters: 00:49 – Intro 02:55 – Online Trading Parallel 04:40 – AI Fear 05:30 – Human Advice 08:47 – Co-Intelligence 10:46 – Clarity vs Calculators 12:58 – Human Advantage 16:25 – Service Wins Learn more about Elite and our resources: Elite Consulting Partners | Financial Advisor Transitions https://eliteconsultingpartners.com Elite Marketing Concepts | Marketing Services for Financial Advisors https://elitemarketingconcepts.com Elite Advisor Successions | Advisor Mergers & Acquisitions https://eliteadvisorsuccessions.com JEDI Database Solutions | Technology Solutions for Advisors https://jedidatabasesolutions.com Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Most advisors build their business on momentum instead of intention, duct-taping it together as they go, and then wondering years later why growth feels so hard.What if the problem isn't effort? What if it's the foundation?In this solo episode, I'm breaking down exactly how I'd invest the first $100,000 if I was starting a financial advisory practice from scratch. Three investments, in order, that I believe separate the advisors who build something bigger than themselves from the ones who stay stuck grinding at a ceiling they didn't even know they built.These aren't industry secrets. They're not complicated. But the fastest-growing advisors I've coached (and I've worked with folks managing hundreds of millions) did all three on purpose, and they did them early. That's the difference.3 of the biggest insights from Brad Johnson…#1.) The First Hire Every Advisor Should MakeMost advisors wait too long to hire an EA because they think they can't afford it. I want to flip that entirely. Every hour you spend on admin, scheduling, and paperwork is a direct tax on your revenue ceiling. A great EA creates leverage.#2.) Marketing Isn't Optional, It's the EngineI break down the mindset shift that separates advisors who consistently invest in marketing from those who treat it like an expense, and why funding a proven one-to-many system early is one of the highest-leverage moves you can make.#3.) Your Office Is Sending a Message. Is It the Right One?The environment where you meet clients isn't just a backdrop. It's a direct signal about the experience they can expect. Your space affects not just your clients' confidence in you, but your confidence in yourself.SHOW NOTEShttps://bradleyjohnson.com/168FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.