Podcasts about Financial services

From the archiv - This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. A former dancer and TEDx Producer, Tricia Brouk is an International Award Winning Director, Author, and Founder of The Big Talk Academy. She has received awards including the Empowered Woman of the Year 2021 and Most Influential Leader in Media and Production in 2022. Her book The Influential Voice: Saying What You Mean For Lasting Legacy was a #1 pre-release on Amazon. Top 3 Value Bombs 1. An influential voice is if you have the opportunity to speak with dignity, curiosity, and respect. 2. You have to consciously and constantly think about how you can communicate effectively to create dignity, respect, curiosity, and love. 3. Say it out loud – "My voice matters." It is your responsibility to share your story because there is a person out there who is meant to hear it. You can change or even save a life. Step into the Red Circle Virtual 2-Day Live Masterclass - The Art of the Big Talk Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Intuit QuickBooks - Transform your cash flow and your business this year. Check out QuickBooks money tools today! Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. Freedom Circle - A powerful community of entrepreneurs led by JLD. Are you ready to go from idea to income in 90-days? Visit Freedom-Circle.com to learn more.

Send us a textOn the Season Seven kickoff of the Stories to Create Podcast, Cornell Bunting sits down with Bryan Blackwell, a longtime Southwest Florida resident who has proudly called Lee County home for over 35 years.Bryan spent more than two decades building and successfully selling a Financial Services practice in Fort Myers, Florida. Community involvement played a major role in that success, as Bryan consistently invested his time, treasure, and talent into local organizations, partnerships, and civic leadership—including running for the Florida State House of Representatives in 2020.A veteran of the United States Marine Corps and the Florida Army National Guard, Bryan has earned multiple honors for his service, including the Navy Commendation Medal.Now embracing his entrepreneurial spirit in a new chapter, Bryan joins the show to share how he's applying a lifetime of experience in business, management, capital, financial strategy, and marketing to the cattle industry. Partnering with family members who bring generations of expertise in beef production, Bryan is helping make healthy, American, pasture-raised beef accessible directly to people's doorsteps.In this episode, Bryan opens up about the lessons learned along the way, the importance of being intentional with time, and how purpose continues to guide his journey forward. Support the showThank you for tuning in with EHAS CLUB - Stories to Create Podcast

Show highlights include:  -Why focusing only on upfront payouts can leave money on the table.-How growth-minded advisors evaluate leadership, technology, and firm culture.-What truly separates firms that say they help you grow from those that actually do.-Why due diligence matters more than most advisors realize.-The importance of viewing your firm as a long-term partner, not a temporary stop.If you're considering a move - or even thinking about your future trajectory - this episode will challenge you to rethink what success really looks like and how to avoid costly mistakes along the way.Learn more about our companies and 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 | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Sam Gaynor is a Managing Director at Altamont Capital Partners where he oversees their Financial Services practice.  Sam evaluates and underwrites deals in the insurance, asset / wealth management, and specialty finance sectors, working closely with management teams to help maximize the value of their businesses.  In particular, Sam has overseen Altamont's efforts to incubate new Financial Services businesses, having launched eight new companies over the last decade. 

Greg Moran is a multi-exit founder, author and investor behind Scaling Across Borders, a docuseries uncovering how scrappy founders build world-class companies in overlooked markets with grit, creativity, and zero Silicon Valley backing. Top 3 Value Bombs 1. Build talent, drive cash. Great founders don't wait for perfect conditions; they create talent and generate revenue from day one. 2. Constraints breed creativity. Scarcity forces innovation and speed. Founders in underdog markets out-execute those with unlimited funding. 3. Expand your borders. Thinking globally from day one opens access to talent, customers, and resilience most founders never tap into. A founder-led docuseries uncovering the real stories of entrepreneurs building in overlooked corners of the world - Scaling Across Borders Website Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Intuit QuickBooks - Transform your cash flow and your business this year. Check out QuickBooks money tools today! Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

In this episode, I sit down with Triad members Matt Dixon and Byron Hurren to break down how True North evolved from a founder-led advisory firm into a scalable, system-driven business.Just a few years ago, Matt was still running client appointments, and growth flowed almost entirely through him. Byron was another advisor on the team, trying to keep up inside a model that relied heavily on individual talent. Today, Matt is fully out of client meetings, Byron is leading and training a five-person sales team, and the firm is pacing for over $200M in new assets this year.We unpack exactly what changed — how they replaced personality-driven selling with a repeatable sales process, why conversations are replicated nearly word-for-word, and how training, accountability, and culture turned individual production into firm-wide scale. This episode is a clear look at what it actually takes to grow beyond the founder without losing control of the business. 3 of the biggest insights from Matt Dixon & Byron Hurren… #1.) Scaling Requires One Process, Not Multiple StylesTrue North didn't grow by hiring more talented closers. They grew by eliminating variation. Once every advisor followed the same repeatable process, results became predictable, coachable, and scalable. #2.) Selling the Plan Changed EverythingThe shift from pitching products to selling an ongoing planning process created clarity for clients and confidence for advisors. Planning became the product, and the team became the value. #3.) Accountability Is the Growth MultiplierWeekly training, recorded meetings, and direct feedback created a culture where improvement was non-negotiable. Advisors either followed the process or self-selected out.SHOW NOTEShttps://bradleyjohnson.com/152FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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.

Allegations of politically motivated “debanking” have intensified debate over how federal regulation, supervisory practices, and concerns about “reputation risk” influence banks’ decisions about which customers to serve. In recent months, the President issued an Executive Order directing agencies to reexamine supervisory and risk-management frameworks, while the banking regulators themselves have taken steps related to supervision, anti-money-laundering obligations, and the treatment of reputation risk—often implicating questions surrounding confidential supervisory information. At the same time, Congress and stakeholders across the financial sector continue to grapple with the scope and meaning of federal “fair access” standards and what they might require of banks going forward.With these developments unfolding in parallel, important questions remain unresolved. What role should the government play in shaping banks’ customer relationships? How should supervisory expectations be calibrated, and what legal clarity—whether legislative or regulatory—might be needed to strike the proper balance?Please join the Federalist Society on Wednesday, January 7, at 12 PM ET for a virtual discussion exploring these issues and examining where regulators and lawmakers may go from here. Featuring: John Berlau, Senior fellow and Director of Finance Policy, Competitive Enterprise InstituteTabitha Edgens, Executive Vice President & Co-Head of Regulatory Affairs, Bank Policy InstituteBrian Knight, Senior Counsel, Corporate Engagement Team, Alliance Defending Freedom(Moderator) John Heltman, Washington Bureau Chief, American Banker

Leo Climaco is an entrepreneur, communicator, and host of the Leo Climaco Podcast, one of the most authentic shows about purpose, mindset, and performance of the new generation. Founder of Forge Studio, he teaches entrepreneurs how to turn their ideas into authority, using podcasting as a powerful positioning and marketing tool. Top 3 Value Bombs 1. Consistency is the engine of transformation, most people quit three feet from gold. 2. Learning a trade and building a personal brand around it is the key to thriving in an AI-driven world. 3. Connection to a higher power, whatever that means to you, provides guidance, strength, and purpose during the toughest parts of the journey. Get your free "How to Build Your Podcast" ebook - Forge Studio Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Intuit QuickBooks - Transform your cash flow and your business this year. Check out QuickBooks money tools today! Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

Fresh worries about Federal Reserve independence highlight how immutable economic laws can limit policy extremes. Nicholas Fawcett, Senior Economist at the BlackRock Investment Institute, explains the implications for markets.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2026 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BII0126-5135643

From the archive - This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Maria Calanchini is a digital entrepreneur. She took a 100 year old Public Domain property and turned it into an original children's podcast called Goop Tales with over one million downloads. Top 3 Value Bombs 1. There are no rules for being successful. 2. The best way to engage with your audience is to think of who your listeners are and what will resonate with them. 3. Everybody is creative. When starting your creative journey, do not criticize or edit yourself. Get it out, knowing that you can always come back to it later and edit it. Sign up and enjoy all the Goop Tales episodes. Plus, get a FREE coloring book - Goop Tales Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Freedom Circle - A powerful community of entrepreneurs led by JLD. Are you ready to go from idea to income in 90-days? Visit Freedom-Circle.com to learn more. Intuit QuickBooks - Transform your cash flow and your business this year. Check out QuickBooks money tools today! Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

“Purpose makes leadership feel worth it.” - Randy SmithWelcome to episode 225 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by Alacriti, a leading payments fintech helping credit unions modernize money movement. Alacriti enables real-time money movement experiences for loan payments, A2A transfers, digital disbursements, and bill pay. Through a single cloud-native platform that connects to RTP, FedNow, Fedwire, ACH, Visa Direct, and Zelle, credit unions can progressively modernize without overhauling legacy systems. Learn more at alacriti.com!In this new 2026 season, Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.We open this season with a clear intention: leadership that feels meaningful, sustainable, and human, and we are much less focused on fixing what's broken and more on naming what helps leaders feel grounded, energized, and aligned with why they do the work in the first place.Purpose is ultimately the throughline, and Jill shares why it continues to matter so deeply to her, not just as a concept but as something that directly shapes well-being, motivation, and joy at work. From leadership teams to individuals feeling stuck, burned out, or in transition, she reflects on how a lack of purpose shows up in mental health, engagement, and fulfillment, with the question not being just how leaders define purpose for themselves but also how they help their teams understand the value of what they contribute every day.We also add another lens: purpose as the difference between motion and direction; running fast doesn't help if you're headed the wrong way. Together, we explore what it looks like to slow down just enough to make sure that the work is worth doing—especially after years marked by urgency, disruption, and constant change. Our conversation also touches on what leaders are grappling with right now. While AI and technology continue to evolve, Jill observes a noticeable shift as 2026 begins: less panic, more curiosity, and a renewed focus on staying human-centered while using new tools appropriately.You will also get a preview of what's ahead this season, including conversations about career-defining moments, celebrating wins, building legacy, staying grounded, and finding joy in watching others succeed. Thanks for tuning in, and we hope that you enjoy this first episode of a new season of the show! Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book ListPrevious guest mentioned in this episode: Tracie Kenyon (episodes 12 & 20Send us a text

Born in controversy, baptized by tragedy, tempered through extreme endurance: Larry G. Freeney is a Cognitive Engineer, Life Design Architect, Endurance Athlete, Radio Host, Visionary, Autodidact, Educator, Husband and Father. Top 3 Value Bombs 1. Success isn't about external achievements; it's about who you become through growth and transformation. 2. The greater the gap between who you are and who you're called to be, the more emotional pain you'll feel. Closing that gap is the work of a lifetime. 3. Forced transformational events create rapid breakthroughs by pushing you into deep discomfort and awakening your potential. Check out Larry's website to explore the Fully Alive process. Schedule a free 15-minute consult - Fully Alive Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Intuit QuickBooks - Transform your cash flow and your business this year. Check out QuickBooks money tools today! Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. Quo - The modern alternative to run your business communications. Try Quo for free plus get 20 percent off your first 6 months when you go to Quo.com/fire.

Show highlights include:-The difference between being a practitioner vs. a true business owner.-Why growing too fast can break your systems, operations, and culture.-How to scale without sacrificing your core values.-Why “making the right move” matters more than making the next move.-How to define your ideal client avatar beyond just AUM.-Why more RIAs are exploring M&A - and what's driving the trend.If you're thinking about growth, transitions, acquisitions, or simply want to build a business that still feels like you, this episode is packed with real-world insights you won't want to miss.Learn more about our companies and 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 | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

In this episode of the EY Sustainability Matters podcast, hosts Elanne Almeida, EY LATAM Industrials and Energy Lead for Climate Change and Sustainability Services (CCaSS), and Matthew Handford, EY CCaSS Lead for Financial Services in the Americas, unpack the pivotal outcomes of COP30 and what they mean for the year ahead. This episode moves beyond the conference itself to focus on how its decisions are shaping business and policy strategies for 2026. Listeners will hear insights from global leaders and industry professionals on the shift from climate pledges to implementation, the rise of accountability frameworks, and the growing role of collaboration between the private and public sectors. Discover how new transparency requirements, ambitious national climate plans (NDCs) and innovative collaborations are setting the stage for measurable progress in sustainability — and why 2026 is poised to be a defining year for climate action worldwide.

What if stronger relationships really did come down to just three things?In this episode, I sit down with Shasta Nelson, one of the most respected voices on the science of connection. She's a speaker, author, and researcher whose work on relationships has been featured in Harvard Business Review and TIME, whose TEDx talks have reached nearly a million viewers, and whose frameworks are used by companies like Google, LinkedIn, and Walmart.Shasta breaks down the simple relationship triangle that explains why some connections grow deeper while others quietly drift away. We explore how this framework applies directly to the relationships advisors care about most, including clients, teams, spouses, and close friends.We also talk about why high-performing advisors can still feel disconnected, how trust is shaped in small moments rather than big gestures, and how you can intentionally start, strengthen, or even repair relationships instead of leaving them to chance.If you want deeper client trust, stronger teams, and relationships that actually support your life outside the office, this episode gives you a clear way to think about all of it.3 of the biggest insights from Shasta Nelson…#1.) The Relationship Triangle Explains Why Connections Grow or DriftShasta introduces a simple triangle built on positivity, consistency, and vulnerability. Every relationship, whether with clients, team members, or family, operates on these three forces. When one weakens, trust doesn't usually break. It slowly fades.#2.) High Performers Can Be Surrounded by People and Still Feel Lonely Many advisors interact with people all day and still feel disconnected. Shasta explains that loneliness isn't about a lack of relationships. It's about a lack of depth. Without relationships at the top of the triangle, connection feels transactional instead of meaningful.#3.) Stronger Client and Team Relationships Can Be DesignedOnce you understand the triangle, relationships stop being accidental. From first impressions to final moments, rituals, and shared experiences, advisors can intentionally start, strengthen, and even repair relationships instead of leaving trust to chance.SHOW NOTEShttps://bradleyjohnson.com/151FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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.

Defense Secretary Pete Hegseth shared his team's long-awaited new plans to outpace U.S. adversaries by rapidly advancing the military's arsenal of AI, drones, hypersonics and other disruptive technologies — and drastically reshaping the Pentagon's approaches for safely deploying them. Speaking onstage at SpaceX's Starbase launch site in Texas, during a tour hosted by its billionaire CEO Elon Musk, Hegseth said: “In short, when it comes to our current threat environment, we are playing a dangerous game with potentially fatal consequences. We need innovation to come from anywhere and evolve with speed and purpose.” Hegseth's speech and three accompanying memorandums released Monday reveal the Trump administration's latest, fast-moving and multifaceted vision to overhaul the Defense Department's technology enterprise and dismantle perpetual barriers that have historically slowed the military's commercial capability adoption. Hegseth said that old era ends today, and that the department is done running what he called a peacetime science fair while our potential adversaries are running a wartime arms race. The revamped structure notably aims to anchor a “unified innovation ecosystem built around six execution organizations” that will now collectively operate under the purview of DOD Chief Technology Officer and Undersecretary for Research and Engineering Emil Michael. Those newer and more legacy entities include: the Pentagon's Chief Digital and Artificial Intelligence Office (CDAO); Defense Advanced Research Projects Agency (DARPA); Defense Innovation Unit (DIU); Office of Strategic Capital (OSC); Strategic Capabilities Office (SCO); and Test Resource Management Center (TRMC). Senate and House appropriators are eyeing White House work on IT, artificial intelligence and cloud infrastructure — and a continued presence for DOGE — as part of their fiscal year 2026 bill to fund Financial Services and General Government. On the executive branch funding released Sunday for the fiscal year ending Sept. 30, lawmakers agreed on $124.3 million for salaries and expenses in the White House's Office of Administration, with up to $12.8 million used for IT modernization. No more than $10 million of that IT pie should be spent for security and continuity of operations improvements. The Information Technology Oversight and Reform (ITOR) bucket, which historically has supported the Office of the Federal CIO and the now-defunct U.S. Digital Service, would receive $8 million under the new budget. House Appropriations Republicans said in their press release that that money would be used to fund the so-called Department of Government Efficiency, which has replaced USDS as the U.S. DOGE Service. That $8 million figure is a fraction of the Trump administration's initial ask. In its June 2025 budget proposal, the White House requested $45 million in funding for DOGE, the Elon Musk-created group that led the decimation of the federal workforce in the early days of the Trump administration under the auspices of rooting out waste, fraud and abuse of agencies, but ended up raising government spending. The White House also sought $19 million for the ITOR account. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

So AI is on the rise for FIs: Tell us something we don't already know. But will agentic AI gain traction? Will banks hyperpersonalize with all that data or just muck about in the ones and zeroes? How will community banks and credit unions assert their relevance? The questions abound in 2026, and Bankadelic's got answers, based on interviews, McKinsey intelligence, statistics and more. Stick around, and you'll also get foolish forecasts from Elmo the Gentleman Farmer, Dr. Compliars, the Bankadelic Executioner and resident wiseguy Johnny Da Big, who gives us a live trial of his new LLM, BIG-GPT.

Yehuda Niv is the CEO and Co-Founder of Spines, the only comprehensive AI-powered publishing platform simplifying the authorship journey so writers can focus on what they do best - telling great stories. The Spines platform revolutionizes every aspect of the publishing process, from editing, proofreading, and formatting to cover design, distribution, and marketing. Authors simply need to upload their manuscripts, and within less than three weeks, they will be able to see their books published, optimized, and available to readers globally. The company's total funding stands at 22.5 million dollars. Top 3 Value Bombs 1. Perfection is the enemy of publishing. Finish the manuscript and let professionals elevate it. 2. AI won't replace authors; it will empower them to create faster, better, and more affordably. 3. Success in writing and in business requires resilience, not credentials. Check out Yehuda's website to explore packages, meet a publishing expert, or start your manuscript's next phase - Spines Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Quo - The modern alternative to run your business communications. Try Quo for free plus get 20 percent off your first 6 months when you go to Quo.com/fire. Intuit QuickBooks - Transform your cash flow and your business this year. Check out QuickBooks money tools today! Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

After three rare years of double-digit S&P 500 returns, the prospect of a fourth now hinges on Q4 earnings season. Wei Li, Global Chief Investment Strategist at BlackRock, highlights three key themes to watch.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.BII0126-5113583-EXP0127

Ginny Priem, keynote and TEDx speaker, number 1 bestselling author, and creator of UNSUBSCRIBE™, helps high-achievers reclaim time, energy, and boundaries by letting go of what no longer serves them--professionally and personally. Top 3 Value Bombs 1. Success is a subtraction game. Letting go often accelerates growth more than doing more. 2. Hustle culture keeps you busy but stuck; true ROI comes from space, clarity, and intention. 3. Alignment shows up in your body before your calendar, when you ignore it, burnout follows. Check out Ginny's website for her podcast, blog, shop, and social links - Unsubscribe Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Intuit QuickBooks - Transform your cash flow and your business this year. Check out QuickBooks money tools today! Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. Quo - The modern alternative to run your business communications. Try Quo for free plus get 20 percent off your first 6 months when you go to Quo.com/fire.

Key Highlights:-How long it really takes to prepare and execute a successful move.-What you can - and can't - say to clients during a transition.-The emotional cost of waiting too long to leave.-Why your assistant should be part of the due diligence process.-Using the transition conversation to grow your book of business.-Legal tips for navigating non-protocol firms.-The value of having a transition project manager on your team.Whether you're planning a move next month or just starting to consider your options, this episode provides actionable insights and firsthand advice from industry veterans who have seen it all.Ready to talk? Reach out to Stacey at Stacey@EliteConsultingPartners.com.Learn more about our companies and 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 | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

As 2025 comes to a close, economic uncertainty and volatility remain top of mind for lenders and consumers alike. In this episode, Jason Laky, EVP of Financial Services at TransUnion®, joins Josh and Craig to unpack the year's biggest credit trends — from resilient consumer demand to challenges in mortgage and auto — and what they signal for 2026. Jason also explores how lenders are leveraging alternative data and AI to manage risk and drive inclusion in a rapidly evolving market. 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.

Andy sits down with Dave Sutter, CEO and co-founder of OpenTrade, to unpack why stablecoins are rapidly becoming the most important financial primitive in crypto — and arguably the missing link between digital assets and traditional finance. Why you should listen Dave traces his journey from building early Bitcoin wallets and launching one of the first dollar-backed stablecoins, through years working with major regulated institutions, to founding OpenTrade in 2023. His core thesis is simple but bold: stablecoins are no longer a niche crypto product — they are evolving into internet-native dollars used by hundreds of millions of people worldwide for real payments, savings, and cross-border commerce The conversation dives deep into OpenTrade's role as institutional-grade "yield-as-a-service" infrastructure for stablecoins, enabling fintechs, neobanks, and platforms to embed yield directly into their apps without building complex financial plumbing themselves. Dave explains how OpenTrade allows users to earn yield across a wide spectrum — from ultra-safe U.S. Treasuries and money market funds, through higher-yield bonds and private credit, to delta-neutral crypto strategies and curated DeFi markets — all while keeping funds liquid and accessible. This shift, he argues, flips the old crypto narrative on its head: stablecoins are no longer just a parking spot between trades, but a competitive alternative to bank savings accounts that offer better yields with fully reserved, transparent structures. Zooming out, Dave makes the case that stablecoins are not just a technological upgrade but a reinvention of money itself — permissionless digital cash that anyone with an internet connection can hold, move, and earn on. He points to growing regulatory clarity, adoption by giants like Visa, PayPal, and Stripe, and even banking lobby warnings about deposit flight as evidence of how disruptive this shift really is. His bold conviction: stablecoin market capitalization will exceed $10 trillion within the next decade. The episode wraps with rapid-fire hot takes on Bitcoin vs multi-chain futures, the convergence of DeFi and real-world finance, and a shared love of science fiction — fitting for a conversation about a financial future that, as Dave puts it, is already here but not evenly distributed. Supporting links Stabull Finance OpenTrade Andy on Twitter  Brave New Coin on Twitter Brave New Coin   If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

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Kevin Sirface & Viraj Chawla/The Grout Medic of Lawrenceville Are your tiles looking dull, stained, or damaged? The Grout Medic of Lawrenceville is here to help with expert tile and grout cleaning services tailored to restore the beauty and longevity of your surfaces. Using cutting-edge techniques, advanced equipment, and eco-friendly solutions, they deliver outstanding results […]

Angelo Poli is a globally recognized transformation expert and founder of MetPro, the metabolic profiling system helping high performers achieve body transformations through personalized coaching, data-driven strategy, and proven results. Top 3 Value Bombs 1. Motivation is a trap. The real driver of success is engineering your environment so you don't rely on willpower. 2. Your metabolism is far more controllable than you think; when you understand it, you can intentionally raise, lower, and direct it. 3. High performers win by testing, tracking, and making data-driven adjustments instead of guessing what "should" work. Check out the website to book a free session with a Metpro expert and learn how high-performing entrepreneurs integrate metabolic strategy into demanding schedules - Metpro Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Intuit QuickBooks - Transform your cash flow and your business this year. Check out QuickBooks money tools today! Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. Quo - The modern alternative to run your business communications. Try Quo for free plus get 20 percent off your first 6 months when you go to Quo.com/fire.

When clients feel understood, everything gets easier. When they don't, even the best advice falls flat. In this solo episode, I break down three lessons we can borrow from good doctors that make a huge difference in your meetings as an advisor.Just like in medicine, the best advisors don't rush to solutions. They slow down, ask better questions, and explain things in a way people can actually follow. I'll walk through why diagnosing before you prescribe matters, how your “bedside manner” shows up in financial conversations, and why a real plan is something you build with clients over time—not something you hand them once and hope for the best.If you've ever left a meeting thinking, “I know I gave them good advice, so why didn't it land?” these three simple ideas will help you connect better, simplify your process, and create a better experience for every person you serve.3 of the biggest insights from Brad Johnson…1.) Diagnose Before You PrescribeClients don't want another advisor pushing their “favorite product.” They want someone who seeks to understand—who asks layered questions, listens deeply, and helps both spouses feel heard. This is the foundation of trust and the secret behind higher conversions.2.) Simplify the Complex with Better Bedside MannerPlanning jargon and 80-page printouts don't impress clients—they overwhelm them. The advisors who win are the ones who translate complexity into simple, relatable frameworks and make clients feel comfortable, safe, and cared for.3.) Build a Planning Journey, Not a One-Time PlanDelivering a plan is not the finish line, it's the starting line. When you walk clients through decisions one step at a time and commit to ongoing planning, you avoid overwhelm, deepen your relationship, and increase lifetime value.SHOW NOTEShttps://bradleyjohnson.com/150FOLLOW 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. TP12254981392See 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 the ChangeMakers Podcast, host Andrew Bartolotta sits down with Jee Vahn Knight, CEO of Baron Von Opperbean and the River of Time, to explore the intersection of creativity, hospitality, business strategy, and bold civic vision.Jee shares her remarkable journey — from being adopted from Korea and raised in rural California, to working in science, historic preservation, construction project management, and eventually immersive entertainment with Meow Wolf. Along the way, she reveals how fear became a compass, why service and hospitality are foundational to any great experience, and how creativity flourishes within constraints.The conversation dives deep into what immersive entertainment truly is (and isn't), why adults need wonder just as much as children, and how experiences like Baron Von Opperbean can spark joy, connection, and economic transformation. Jee also explains why she and her family chose Memphis before the job — and why the city's creative undercurrent, cultural legacy, and future potential make it the perfect home for a next-generation attraction.Listeners get an exclusive behind-the-scenes look at the vision, timeline, and strategy leading up to the March opening on Mud Island, along with insight into leadership, legacy, parenting, and what it means to build something that serves both people and place.This episode is a powerful reminder that cities don't need saving — they need believers, builders, and bold collaborators willing to power the good.Learn more and purchase your tickets here: https://www.bvoexp.com/ The ChangeMakers Podcast is produced by cityCURRENT and powered by Higginbotham Insurance and Financial Services. Be inspired by more positive media by following cityCURRENT here: www.cityCURRENT.com

2025 was a unique year for markets. Natalie Gill, Portfolio Strategist at the BlackRock Investment Institute, unpacks the three key lessons we see for 2026.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.BII0126-5094604

From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Entrepreneur and author Brian Scudamore pioneered the industry of professional junk removal with 1-800-GOT-JUNK, turning a chore into an exceptional customer service experience. Then scaled that success into two more brands, WOW 1 DAY PAINTING and Shack Shine. Top 3 Value Bombs 1. Tell yourself the fears and worries you have and write them down. Then, talk to others about how to overcome those fears and worries. 2. You don't need to be the "idea guy". You don't need something original. You just need to be part of a winning team and be the leader and champion of that idea. 3. Determine what's the best for you. Building something from scratch is pretty exciting. But a lot of people just want to win, and the shortcut for that is franchising. Get Brian's book on Amazon - BYOB: Build Your Own Business, Be Your Own Boss Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Freedom Circle - A powerful community of entrepreneurs led by JLD. Are you ready to go from idea to income in 90-days? Visit Freedom-Circle.com to learn more. Intuit QuickBooks - Transform your cash flow and your business this year. Check out QuickBooks money tools today! Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

What do fighter pilots and financial advisors have in common?More than you might think—especially when it comes to performing under pressure.In this episode, I sit down with Carey Lorhenz—the first female F-14 Tomcat fighter pilot in U.S. Navy history—to talk about how the Navy trains people to perform in high-stakes environments without leaving success to chance. We get into simulation training before live reps, checklists built for people under pressure (because even really smart people forget things), and why debriefing is one of the fastest ways to build trust and alignment on a team.If you're building an advisory team, trying to develop younger advisors, or tired of repeating the same mistakes as a firm, this episode gives you a playbook you can actually use.3 of the biggest insights from Carey…#1.) Training Should Look More Like SimulationIn the Navy, pilots don't get thrown into real situations and told to figure it out. Carey explains why so much time is spent in academics and simulators—and why skipping this step is where a lot of advisor training breaks down.#2.) Checklists Exist Because People ForgetChecklists aren't about being rigid. They're about performing when pressure is high. Carey breaks down how the Navy designs checklists for stressed humans—and why the same thinking applies to client meetings and important conversations.#3.) The Debrief Is Where Teams Actually Get BetterCarey walks through a simple five-question debrief that builds trust, surfaces blind spots, and transfers knowledge fast—so teams improve week over week instead of repeating the same mistakes.SHOW NOTEShttps://bradleyjohnson.com/149FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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.

Key highlights from the episode:0:00 – Introduction  4:00 – The emotional toll of moving your practice and why vague deal ranges make it worse  6:45 – Real examples of how inflated promises derail transitions and waste time  9:55 – What advisors should demand up front to ensure accurate pro formas and offers  16:30 – Why working with the right consultant can maximize your deal value and prevent costly mistakes  36:35 – Closing thoughts & contact info  If you're considering a transition, don't let hype or half-truths guide your decision. Learn how to spot red flags, negotiate effectively, and choose a firm that truly supports your business.--Learn more about our companies and 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 | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Today's guest is Mary Ann Miller, VP and Fraud Executive Advisor at Prove. Mary Ann brings extensive experience in fraud prevention, identity risk, and digital onboarding across financial services. Mary Ann joins Emerj Senior Editor, Marilie Fouchè, to discuss how financial institutions are applying data and AI to modernize customer onboarding while managing fraud, risk, and regulatory requirements. Mary Ann also breaks down how AI-driven identity verification can automate manual checks, safely support data pre-fill, and flag suspicious or non-human activity earlier in the onboarding process. The conversation highlights how these workflow changes can reduce operational burden, lower customer abandonment, and improve fraud outcomes without slowing down legitimate customers. Want to share your AI adoption story with executive peers? Click emerj.com/e2 for more information and to be a potential future guest on Emerj's flagship 'AI in Business' podcast! Learn how brands work with Emerj and other Emerj Media options at emerj.com/ad1.

Key topics include:-The core differences between direct affiliation and OSJ / enterprise models.-Why payout percentages don't tell the full financial story.-How scale, support, and service models impact long-term net income.-When outsourcing operations can accelerate growth - and when it doesn't.-How larger teams and solo practitioners should think differently about affiliation.-Why affiliation decisions are business decisions, not just platform decisions.Whether you're considering independence for the first time, reassessing your current setup, or planning your next stage of growth, this episode offers a clear, practical framework to help you evaluate your options and avoid costly mistakes.Learn more about our companies and 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 | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

Financial Services Is an Ecosystem, Not a Solo Act!In this snippet, Pavan Bachwal, VP & Head of Financial Services at Ericsson, explains why building in financial services is never a one-play show.Success requires aligning multiple moving parts:

What do you do when doing the right thing gets you fired?That's the question at the center of this conversation with Keith Leverentz. Keith started his career as a high school science teacher before being recruited into a captive financial firm. He quickly became the number one producer in the organization—but he was doing something most advisors weren't. He was putting clients first, even when it meant recommending solutions that were less profitable for the company.In 2012, that decision cost him everything. He lost his business, his clients, his niche, and spent a season wondering if he'd ever get back on his feet.Keith didn't just bounce back. He rebuilt—this time with intention. Today, he leads a 25-person firm that's on pace for more than $65M in new assets this year. He's done it by building a real team, integrating his entire family into the business, and putting purpose, generosity, and client outcomes at the center of everything.If you're a founder who's been knocked down—or you're carrying a weight that feels heavier than it should—Keith's story is a powerful reminder of what's possible on the other side.3 of the biggest insights from Keith Leverentz…#1.) The Cost of Doing What's Right (And Why It Paid Off Later)Keith was the #1 producer in his captive agency — until he refused to sell products that weren't in his clients' best interest. That decision got him fired. Keith explains the ethical dilemma that forced him out, the fear and isolation that followed, and how starting over with nothing eventually led to building a 25-person firm. If you've ever felt tension between growth and integrity, this part will hit close to home.#2.) Why Most Advisors Feel Overwhelmed (And How to Fix It)Keith explains why hiring an Executive Assistant dropped his stress by 40% — and why this role is one of the most overlooked leverage points in advisory firms. He also breaks down a hard truth about his own business: the org chart was “a mile wide and an inch deep.” This section is a masterclass on why founders become bottlenecks, how poor structure slows growth, and what it actually takes to scale beyond yourself.#3.) Why Undercharging Holds Advisors BackKeith shares how he realized he was undercharging — and why raising fees actually improved client outcomes instead of hurting relationships. You'll hear how expanding planning capabilities, trusting a bigger team, and clearly communicating value allowed him to move up-market with confidence. If you're worried about fee pressure, higher-net-worth clients, or whether you're “ready” for the next level, this section reframes the entire conversation.SHOW NOTEShttps://bradleyjohnson.com/148FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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.

Matthew Voss is the President of Near Space Launch, leading more than 100 successful satellite missions while transforming a small corner of rural Indiana into an emerging aerospace hub. His team has put over 1,000 systems and subsystems into orbit, proving that world-class innovation doesn't require a Silicon Valley zip code. From rapid satellite development to empowering students through space education, Matthew is redefining what's possible in rural America. Top 3 Value Bombs 1. Innovation knows no zip code. Rural communities can build world-class tech when they nurture talent intentionally. 2. Small, agile teams can out-innovate big corporations by iterating fast and focusing deeply on mission success. 3. The next generation of rural talent can be ignited when students are shown that space, STEM, and big dreams are within reach. Check out Matthew's website to learn more about Near Space Launch - Near Space Launch Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Intuit QuickBooks - Transform your cash flow and your business. Check out QuickBooks Money Tools today. Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

Today's guests are a father-son duo who have been on a fascinating journey of growing up with the family business, exiting that chapter, and deciding to start a new one. Tad Edwards was part of a multi-generational family business in the financial services industry, A.G. Edwards, that was ultimately acquired by Wachovia and then Wells Fargo. Tad took the pen on the next chapter of the family legacy by starting the firm Benjamin F. Edwards, and is now joined in the business by his son, Ben. On today's episode, New Growth from Deep Roots with Tad and Ben Edwards of Benjamin F. Edwards. Special Guests: Benjamin (Ben) F. Edwards V and Tad Edwards.

From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Arvin Khamseh is one of the foremost thought leaders in NFTs, consulting over 400 NFT brands. Some of the notable sold-out projects include Sands Vegas Casino Club, Women of Crypto WOC and Froggos. Top 3 Value Bombs 1. NFTs could be a moment of time, an artwork, audio, an image, and essentially anything registered in the blockchain as a piece of property that you can own, sell, or benefit from the value of it going up. 2. The major component of advertising when it comes to NFTs is understanding who you're targeting. 3. People don't think about the offers that they have in their utilities. Think about how everything you do and everything you offer impacts your project as a whole. This number 1 NFT Mastermind gives you an unfair advantage over your competition - Sold Out NFTs Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Intuit QuickBooks - Transform your cash flow and your business. Check out QuickBooks Money Tools today. Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. Bit IRA - Now might be a great time to convert your IRA or 401(k) to Bitcoin with the help of BitIRA. Go to BitIRA.com/JLD.  

From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Josh and Jill Stanton are the co-founders of Wealthy Course Creator, their slice of the internet where they help Digital Course Creators and Coaches have bigger launches, change more lives, and make more money than they know what to do with. Top 3 Value Bombs 1. Having paid boot camps gets you more quality leads. 2. Do not just sell courses, sell the outcome. 3. Make sure that your pitch is in line with what you are teaching in your program. Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Intuit QuickBooks - Transform your cash flow and your business. Check out QuickBooks Money Tools today. Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. Bit IRA - Now might be a great time to convert your IRA or 401(k) to Bitcoin with the help of BitIRA. Go to BitIRA.com/JLD.

Barrett Brooks is an executive coach and former COO helping seven-figure creators grow their businesses and lead with integrity - blending strategy, psychology, and leadership to fuel sustainable success. In this episode, Barrett unpacks for the Fire Nation how mastering the inner game of leadership drives clarity, performance, and growth. Top 3 Value Bombs 1. Most entrepreneurs don't lack knowledge; they resist the emotional cost of action. Success depends on mastering your inner world, not collecting more tactics. 2. Burnout isn't about overwork; it's about underusing your agency. Taking back control of your choices restores energy and clarity. 3. Notice, pause, and choose differently. Awareness of your internal reactions is the foundation for sustainable leadership and growth. Subscribe to Barrett Brooks Newsletter for practical, 5-minute weekly insights on leadership and psychology in entrepreneurship - Barrett Brooks' Website Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Freedom Circle - A powerful community of entrepreneurs led by JLD. Are you ready to go from idea to income in 90-days? Visit Freedom-Circle.com to learn more. Intuit QuickBooks - Transform your cash flow and your business. Check out QuickBooks Money Tools today. Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

Every advisor is looking back at the year — what worked, what didn't, and what's worth carrying into 2026. So I pulled the analytics, reviewed the conversations, and rounded up the five moments that advisors like you rewatched the most.Each clip reveals something different: how to build real structure inside your firm, how to scale yourself out of the bottleneck, how to create a compelling workshop experience, how to master your message, and how elite performers think about growth.If you want a quick way to reset your focus, sharpen how you lead, and build more freedom into your business next year, this episode will give you the clearest lessons from across the show in 2025. These are the ideas advisors trusted the most — and they can help you tighten your model, strengthen your team, and build a business that runs without burning you out.3 of the biggest insights from the episode…1.) Structure Is a Growth Multiplier, Not a Corporate ExerciseYour business can only scale as quickly as your structure allows. Ladders, levels, delegated authority, and consistent titles aren't bureaucracy — they're clarity. And clarity is what frees a founder from becoming the bottleneck.2.) You Can Duplicate Yourself Faster Than You ThinkWhether it's sales or marketing, the advisors who scale the fastest stop relying on personality and start relying on process. When you systematize your approach, you unlock the ability to build a team that produces without you.3.) Mastery Comes from Focus, Not Doing MoreJordan. Kobe. Elite advisors. The common thread? They ignore the noise and obsess over the few skills that drive 80–90% of results. Growth isn't adding more, it's deleting what no longer serves the next level.SHOW NOTEShttps://bradleyjohnson.com/147FOLLOW 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. TP 12254981392See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. John Pham is an entrepreneur, team builder, former aerospace engineer, and practicing orthodontist. As CEO and Co-Founder of InBrace, he is using his leaderships skills and treatment innovations developed from years of research to disrupt the orthodontic industry with an invisible, consumer-friendly solution for today's active patient. Top 3 Value Bombs 1. A lot of people think that success is a destination. Success is who you become. It is the journey that will define your success. 2. Entrepreneurship is not about offering more of the same, it is about offering something different. 3. You have to embrace what makes you different and believe in it. Learn more about InBrace on their website - InBrace Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Intuit QuickBooks - Transform your cash flow and your business. Check out QuickBooks Money Tools today. Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

Together, they explore practical decision points advisors should consider:• The real implications of the $100M AUM threshold and the trade-offs between state and SEC registration• When it may make sense to stay with an independent broker-dealer - especially if more than 20% of your revenue is still commission-based• Why some RIAs are now “breaking away again” and rolling into larger platforms or supported-independence models• The emotional and operational realities of dropping a Series 7, and how that can change your flexibility with media, branding, and marketingChuck also opens up about Sovereign's “three doors” approach - including “Sovereign as a Service” - and how advisors can use incubation-style models to learn the RIA world before fully standing up their own firm. Frank underscores a central theme: there's no universally “right” answer, only informed vs. uninformed decisions.Resources:Chuck's LinkedIn: www.linkedin.com/in/charlesfailla  Chuck's Websites: www.sovereignadvisorsolutions.com | www.goria.com  Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

As a coach to independent financial advisors, I see a lot of advisors struggling with the same issue—they blend in with the advisor down the street. And when prospects can't see what makes you unique, it becomes a lot harder for them to understand why they should choose you over anyone else.That's why I loved today's conversation with Glenn Street. Glenn built one of the most differentiated businesses I've ever seen—Street Characters, the company behind many of the most iconic mascots in the NFL, NHL, MLB, and major college sports. But the real lesson from this episode isn't about mascots. It's about how he picked a niche, went deep, and created a level of expertise and service that big competitors couldn't match.Glenn didn't try to be everything to everyone. He focused on a narrow lane, understood his customers better than anyone else, and delivered a product and experience no one else in his space could touch. Advisors can do the exact same thing—especially in a market where most firms look and sound identical. When you specialize with intention, understand your audience on a deeper level, and build a brand that feels unmistakably yours, you become the advisor people talk about, remember, and seek out.3 of the biggest insights from Glenn Street…#1.) Niching Down in a Commoditized IndustryOne of the things I loved about Glenn's story is how he didn't try to compete with the Disneys of the world. He found a narrow lane—sports mascots—and went deeper than anyone else. That's exactly what most advisors need today. When you pick a niche and truly understand the people you serve, you stop blending in and start becoming the advisor everyone talks about.#2.) Core Values Don't Matter Unless You Actually Live ThemA lot of firms have core values, but very few bring them to life the way Glenn does. His team starts and ends their day with them. They use them to make decisions, solve problems, and hold each other accountable. It's a simple reminder that culture isn't something you write, it's something you practice.#3.) The Right Incentives Turn Good Teams Into Great OnesGlenn has built a culture where A-player behavior is recognized and rewarded—whether that's through peer shoutouts, clear performance targets, or a team trip to Mexico when they hit their goals. These aren't random perks; they're intentional systems that reinforce what “great” looks like. SHOW NOTEShttps://bradleyjohnson.com/146FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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. TP11254981386See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Luka Anic is a Croatian-American co-founder of Fox plus Spindle, an AI transformation consultancy. He maps out AI capabilities, trains the humans, and makes sure nobody breaks anything too much. Top 3 Value Bombs 1. AI isn't a shortcut; it's a skill set. Learning AI means learning how to think differently, not just faster. 2. True innovation requires curiosity. The biggest mistake companies make is trying to apply AI to old processes instead of using it to create new ones. 3. Entrepreneurship starts with authenticity. Real success is enjoying the work you do every day not just the money you make. Check out Luka's website - Fox and Spindle Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Freedom Circle - A powerful community of entrepreneurs led by JLD. Are you ready to go from idea to income in 90-days? Visit Freedom-Circle.com to learn more. Intuit QuickBooks - Transform your cash flow and your business. Check out QuickBooks Money Tools today. Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.

From the archive: This episode was originally recorded and published in 2021. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Motivational Speaker and Bestselling Author Kevin Brown is the creator of The Hero Effect, a simple philosophy that separates world-class organizations and high-performance people from everybody else. Top 3 Value Bombs 1. Most of us are unwilling to call ourselves heroes because of humility. The truth is, being a hero doesn't involve doing big things. It's about doing everything you do in a way that serves other people - and to take the storyline and stop accepting what the world is trying to give you. 2. Don't play victim. Don't live in the past. Don't setup camp on where you've been. Focus on where you're going. That's when you can release your gifts to the world. 3. Nobody on this planet was put here to be ordinary. We are created with talents and abilities as unique as our fingerprints. We were put here to use those gifts in service of others. Heroes are Extraordinary People Who Choose Not to Be Ordinary - The Hero Effect Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Intuit QuickBooks - Transform your cash flow and your business. Check out QuickBooks Money Tools today. Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. Bit IRA - Now might be a great time to convert your IRA or 401(k) to Bitcoin with the help of BitIRA. Go to BitIRA.com/JLD.

From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Tom Scarda was able to semi-retire with his first franchise, then failed miserably in his second. His lessons learned from failure are what make him such an inspiration. Top 3 Value Bombs 1. Whatever you choose, your choices always come down to uncertainty, and unhappiness. Choose uncertainty. 2. There's no way to get past fear. The only way is to embrace it and understand the ramifications. 3. Don't get into something that has zero market unless you have lots of money and lots of time. Get into something where there's a niche, but not something that has never been done before. Is franchising right for you - The Franchise Academy Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Intuit QuickBooks - Transform your cash flow and your business. Check out QuickBooks Money Tools today. Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. Bit IRA - Now might be a great time to convert your IRA or 401(k) to Bitcoin with the help of BitIRA. Go to BitIRA.com/JLD.

Sheldon Kimber is CEO and Founder of Intersect, a provider of power solutions to the industries of tomorrow. In his prior role as COO of Recurrent Energy, he led the company's development, origination, EPC, and operations activities globally and helped lead its expansion from a five person start-up to a leading, utility-scale developer, eventually delivering 2GW of COD. Sheldon joined Recurrent Energy in 2007 having previously worked at Calpine, Goldman Sachs, and Accenture. He holds a BA from Kenyon College and an MBA from UC Berkeley Haas School of Business, where he taught project finance for almost 10 years. Top 3 Value Bombs 1. Choose investors for alignment, not valuation. The right partners share your vision and support your governance. 2. Curiosity drives innovation. A culture of 'why not?' opens new pathways to scale and resilience. 3. Earn your edge through experience. Success comes from putting in the reps, learning the system, and then building something better. Check out the website to find Sheldon's blog and contact info. They are hiring across multiple roles - Intersect Sponsors HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com. Intuit QuickBooks - Transform your cash flow and your business. Check out QuickBooks Money Tools today. Learn more at QuickBooks.com/money. Terms apply. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.