Podcasts about Financial services

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

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

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

This interview was recorded for the GOTO Book Club.http://gotopia.tech/bookclubRead the full transcription of the interview hereRuss Miles - Engineering Manager, Chaos Engineering Practitioner & Co-Author of "Cloud Native Application Protection Platforms"James Lewis - Software Architect & Director at ThoughtworksRESOURCESRusshttps://bsky.app/profile/russmiles.bsky.socialhttps://github.com/russmileshttps://www.linkedin.com/in/russmilesJameshttps://bsky.app/profile/boicy.bovon.orghttps://twitter.com/boicyhttps://linkedin.com/in/james-lewis-microserviceshttps://github.com/boicyhttps://www.bovon.orgDESCRIPTIONIn this episode of GOTO Book Club, James Lewis and Russ Miles discuss Cloud Native Application Protection Platforms (CNAPPs), focusing on how they promote collaboration across security and development teams.Russ shares insights from his book, emphasizing the importance of OODA loops, balancing innovation with safety in platform design, and the benefits of off-the-shelf versus custom CNAPP solutions. Looking ahead, he predicts platform engineering will evolve into a commercial strategy like AWS and that AI will augment human decision-making, enhancing creativity and collaboration in the engineering field.RECOMMENDED BOOKSMiles, Giguere & Smith • Cloud Native Application Protection PlatformsMina, Warda, Marins & Miles • Digitalization of Financial Services in the Age of CloudRuss Miles • Learning Chaos EngineeringDan Pilone & Russ Miles Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify Inspiring Tech Leaders - The Technology PodcastInterviews with Tech Leaders and insights on the latest emerging technology trends.Listen on: Apple Podcasts SpotifyBlueskyTwitterInstagramLinkedInFacebookCHANNEL MEMBERSHIP BONUSJoin this channel to get early access to videos & other perks:https://www.youtube.com/channel/UCs_tLP3AiwYKwdUHpltJPuA/joinLooking for a unique learning experience?Attend the next GOTO conference near you! Get your ticket: gotopia.techSUBSCRIBE TO OUR YOUTUBE CHANNEL - new videos posted daily!

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

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

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

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

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

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

In our industry, family-run firms are common. But handing the business down to the next generation is rarely seamless.Triad Member Ben Grosko knows that firsthand. After years of saying no to joining his dad's firm, he eventually stepped in—not just as an advisor, but as the eventual successor to a decades-long legacy.Since joining the firm in 2015, Ben has helped drive growth from $15M to $70M in annual new assets. That kind of transformation didn't come from grinding harder—it came from smarter systems, a unified client experience, and a shift from a founder-led model to a true team-first approach.In this episode, Ben opens up about what it really takes to navigate succession in a family business, scale sustainably, and build something bigger than yourself.3 of the biggest insights from Ben Grosko …1.) Succession Planning: How to Pass the Baton Without Dropping ItSuccession planning in a family business is never simple. Ben opens up about how they slowly shifted roles, responsibilities, and leadership, without letting the business (or family) fall apart.2.) Scaling From $15M to $70M in Annual New AssetsSince joining the firm in 2015, Ben has helped drive growth from $15M to $70M in annual new assets. He unpacks the systems, tech, and planning process upgrades—like eMoney and Riskalyze—that fueled that scale and created a more consistent client experience.3.) From I to We: Empowering The Entire TeamThe biggest unlock? Moving from an “I” to a “We” mindset. Shifting from a founder-led firm to a true team-driven business. Ben reveals how a team-first model—with defined roles, clear career paths, and shared ownership—freed up advisors to focus on what they do best and gave the entire firm room to scale without burnout.SHOW NOTEShttps://bradleyjohnson.com/124FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP07254613392See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, tackles one of the biggest challenges facing investors today: information overload. With news headlines, political rhetoric, and market commentary flooding our daily lives, making sound financial decisions can feel like navigating a maze. Darryl breaks down the subtle (but critical) differences between mentors, coaches, and consultants - and explains why having a trusted guide can help you stay rational when emotions threaten to derail your long-term strategy. Key Highlights Include: • How mentors, coaches, and consultants each play unique roles in your financial life. • The behavioral traps that can derail even the most rational investors. • A real-life case study of emotional decision-making during market turmoil. • How misinformation influences your perception of risk and opportunity. • Why your advisor should be more than just a financial “consultant”. Whether you're feeling stuck or simply want to build a better decision-making framework, this episode offers a thoughtful and empowering perspective. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend! Resource: https://www.justfactsdaily.com/50-examples-of-fake-news-in-2024 

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

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

Artificial intelligence and other mega forces are transforming the world – and disrupting traditional long-term macro anchors like stable inflation and predictable growth. To navigate this, the BlackRock Investment Institute outlines three key themes in our 2025 Midyear Outlook. Wei Li, Global Chief Investment Strategist at BlackRock, shares more.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM0725U/M-4638158

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

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

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

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

Humor isn't just for laughs—it can be a powerful tool for navigating awkward or uncomfortable situations with grace and confidence. In this story, keynote speaker Jan McInnis shares a memorable moment when a potentially embarrassing wardrobe mishap could've overshadowed an entire presentation. Instead, with a quick wit and a well-timed joke, she not only saved the moment but also connected with the audience and diffused the tension in the room. It's a great reminder that finding the funny can turn even the most cringeworthy situations into opportunities for connection. https://www.TheWorkLady.com  Jan McInnis is a top change management keynote speaker and comedian. She uses short funny stories to emphasize her tips on how businesses can use humor to handle change. Jan is a top conference keynote speaker, comedian, Master of Ceremonies, and comedy writer. She has written for Jay Leno's The Tonight Show monologues as well as many other people, places, and groups—radio, TV, syndicated cartoon strips, guests on The Jerry Springer Show (her parents are proud). For over 25 years, she's traveled the country as a keynote speaker and comedian, sharing her unique and practical tips on how to use humor in business (yes, it's a business skill!). She's been featured in The Huffington Post, The Wall Street Journal, and The Washington Post for her clean humor, and she's the author of two books: Finding the Funny Fast – How to Create Quick Humor to Connect with Clients, Coworkers, and Crowds, and Convention Comedian: Stories and Wisdom From Two Decades of Chicken Dinners and Comedy Clubs. She also has a popular podcast titled Comedian Stories: Tales From the Road in Under 5 Minutes. In her former life, she was a marketing executive in Washington, D.C. for national non-profits, and she received the Greater Washington Society of Association Executives “Excellence in Education” Award. Jan's been featured at thousands of events from the Federal Reserve Banks to the Mayo Clinic.  https://www.TheWorkLady.com https://youtu.be/BtjxzDn-QLE https://www.linkedin.com/in/janmcinnis https://twitter.com/janmcinnis https://www.pinterest.com/janmcinnis/pins/ https://www.youtube.com/c/JanMcInnisComedian https://www.facebook.com/ComedianJanMcInnis https://www.instagram.com/jan.mcinnis/  Jan has shared her humor keynotes from Fortune 500 companies to international associations. Groups such as . .. Healthcare. . . Mayo Clinic, Health Information Management Associations, Healthcare Financial Management Associations, Hospitals, Abbott Pharmaceuticals, Sanofi Aventis Pharmaceuticals, Kaiser-Permanente, Davita Dialysis Centers, Blue Cross, Blue Shield, Home Healthcare Associations, Assisted Living Associations, Healthcare Associations, National Council for Prescription Drug Companies, Organization of Nurse Leaders, Medical Group Management Associations, Healthcare Risk Associations, Healthcare Quality Associations  Financial. . . Federal Reserve Banks, BDO Accounting, Transamerica Insurance & Investment Group, Merrill Lynch, treasury management associations, bankers associations, credit unions, Money Transmitter Regulators Association, Finance Officers Associations, automated clearing house associations, American Institute of CPAs, financial planning companies, Securities, Insurance, Licensing Association  Government . . . purchasing officers associations, city clerks, International Institute of Municipal Clerks, National League of Cities, International Worker's Compensation Fund, correctional associations, LA County Management Association, Social Security Administration, Southern California Public Power Authority, public utilities, U.S. Air Force, public personnel associations, public procurement associations, risk management associations, Rehabilitation associations, rural housing associations, community action associations  Women's Events. . . American Heart Associations, Go Red For Women luncheons, Speaking of Women's Health, International Association of Administrative Professionals, administrative professionals events, Toyota Women's Conference, Women in Insurance and Financial Services, Soroptimists, Women in Film & Video, ladies night out events, Henry Ford Health Centers Women's Event, spirit of women events, breast cancer awareness,  Education . . . School Business Officials associations, school superintendent associations, school boards associations, state education associations, community college associations, school administrators associations, school plant managers associations, Head Start associations, Texas adult protective services, school nutrition associations, Association of Elementary and Middle School Principals, principal associations, library associations  Emergency, safety, and Disaster . . . International Association of Emergency Managers, Disney Emergency Managers, state emergency management associations, insurance groups, COPIC, Salt Lake County Public Works and Municipal Services Disaster Recovery Conference, Pennsylvania Governor's Occupational Safety and Health conference, Mid Atlantic Safety conference and Chesapeake Regional Safety Council, Risk associations.  

What if the key to growth wasn't more leads, but deeper relationships?Ronen Olshansky is the Co-Founder & CEO at Connected Success and business partner to Keith Ferrazzi—best-selling author of Never Eat Alone, the book that completely redefined how we think about networking. Together, they created the Beyond Connections program, which helps leaders turn those principles into real-world practice through action, community, and systems that actually scale trust.In this episode, we unpack how advisors can move beyond surface-level connections and outdated networking tactics, and start building real, reciprocal relationships that compound over time.Ronen shares how to replace scattered follow-ups with a repeatable relationship system—built on generosity, structure, and consistency. You'll learn how to stay top of mind with the right people, deepen trust over time, and turn your network into the most valuable asset in your business.3 of the biggest insights from Ronen …#1.) A Simple System to Strengthen Key RelationshipsRonen shares a simple but powerful system for relationship management: use a “second brain” to quickly capture key details after every conversation—whether it's a voice memo, note, or text to yourself—then block time each week to follow up, add value, and stay connected with your most important relationships. Paired with a dashboard to track touchpoints and relationship strength, this system keeps you consistent, intentional, and top of mind.#2.) How to Measure (and Deepen) Relationship Quality Over TimeInstead of categorizing contacts by titles or roles, Ronen introduces the RQ framework—from RQ1 (a new connection) to RQ5 (an inner-circle lifeline). It's a simple but powerful way to know who you should be investing in, and how often.#3.) Hosting Dinners That Create Connection and Open DoorsTired of stale networking events? Ronen breaks down the “Jeffersonian dinner” format—a structured, one-conversation experience that helps you connect high-level guests, spark meaningful discussion, and become the hub of your network.SHOW NOTEShttps://bradleyjohnson.com/123FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a 15% discount on Ronen's 8-week program, "Beyond Connections."To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "123" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP06254535343See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

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

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

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

Eric Baumgardner, Osaic's Technology Solutions Consultant, talks with CEO & Founder Arnulf Hsu of GReminders about the extensive effect that artificial intelligence (AI) is having on the financial industry. Listen as they discuss deep integrations with CRMs and calendars, and how note-takers and summaries can be connected to eliviate the challenge of "data islands."  Learn more at greminders.com/osaic

Today's guest is Sophia Qureshi, VP of Product Management for Fraud Solutions at Provenir. Provenir is a fintech company whose AI decisioning platform helps clients manage credit risk, prevent fraud, and stay compliant across the customer lifecycle. Sophia joins the podcast to discuss the evolving threat landscape and how AI is changing the balance of power. Later, she explains the ways fraud detection has traditionally relied on deterministic technologies like anomaly detection and how the rise of generative AI has enabled more sophisticated fraud tactics, from deepfake identity forgeries to large-scale phishing campaigns. If you've enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!

As the end of the 90-day tariff pause looms, we think immutable economic laws will limit extreme policy changes. Nicholas Fawcett, Senior Economist at the BlackRock Investment Institute, discusses how the U.S. administration is shifting to more market-friendly policies, including tax cuts and regulatory reforms. General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM0625U/M-4622331

The biggest friction in financial services isn't technology, it's the dreaded "NIGO," forms that come back marked "Not In Good Order."Join hosts Chuck Moxley and Nick Paladino as they talk with Bobbi Jo Allan, innovation leader at Nationwide Financial, who reveals the complex world of B2B2B2C financial transactions. Bobbi Jo explains how financial advisors, not consumers, are the primary users of financial platforms, and why a single missing signature or incorrect form can derail transactions worth thousands of dollars.She shares Nationwide's vision of a "formless future" where digital transformation moves beyond simply digitizing paper processes to completely reimagining how complex financial products are sold and managed.Bobbi Jo also discusses how Amazon-level expectations have reached even the most traditionally paper-based industries, forcing companies to rethink experiences that may involve 10-15 steps and months-long purchase cycles.The conversation reveals why financial services require strategic friction for fraud prevention and emotional decision-making, and how the industry balances seamless digital experiences with the deeply personal nature of financial planning.Main Takeaways from this episode:Think transformation, not just digitization — Moving from paper to digital forms still leaves you with the same complex multi-step process; true innovation requires reimagining the entire customer journey from scratch.Design for your actual users — In models like financial services, the people experiencing friction aren't always the end customers; optimize for the advisors and institutions who actually interact with your systems daily.Use strategic friction for protection — Introduce intentional friction during emotional or high-risk transactions like market panic withdrawals or fraud-prone activities to protect customers from decisions they might later regret.Want more tips and strategies to create frictionless user experiences? Subscribe to our newsletter!https://www.thefrictionlessexperience.com/frictionless/ Download the Black Friday/Cyber Monday eBook: http://bluetriangle.com/ebook-Bobbi Jo's LinkedIn: https://www.linkedin.com/in/bobbi-jo-allan-5b58085/ Chuck's LinkedIn: https://www.linkedin.com/in/chuckmoxley/ Nick's LinkedIn: https://www.linkedin.com/in/npaladino/Chapters:(00:00) Introduction(02:25) Why Financial Advisors Are Your Real Users(04:20) The Ease of Use Factor in Product Recommendations(05:40) Amazon Expectations Meet Financial Services(06:30) The NIGO Problem: When Forms Go Wrong(09:40) From Digitization to True Transformation(12:30) The Reality of Manual Financial Processes(16:35) Understanding Financial Advisor Relationships(18:25) Managing Channel Conflict in B2B2B2C Models(20:50) What Influences Advisor Product Recommendations(24:00) The Three-Layer Integration Challenge(27:10) When Friction Actually Protects Customers(32:35) Technology and Human Balance in Financial Services(33:27) Conclusion

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

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Matt Goren, a leader in developing industry leading financial education about changing the way we think about financial planning education.In this episode we discussed:How psychology applies to financial planning. There are the same number of financial planners today as there was 10 years ago.How education accelerates a career in financial planning.How AI will improve financial planning education.Know your own value to whoever is going to be paying you. You should be paid for the value that you're bringing.Connect with Matt Goren, PhD CFP®:  LinkedIn (here) Referenced on the show:Compensation: Salary.com and Glassdoor.com Morgan Housel (here)Michael Kitces (here)The American College - CFP, ChFC and other designations -  (here)Bio: Matt J. Goren, PhD CFP® designs and delivers industry-leading financial planning education - at scale. His approach combines lessons from his own teaching experience with best practices in online education, artificial intelligence, and organizational psychology. He is an Investment News “40 under 40” and his courses and programs have won national awards from ThinkAdvisor, Investopedia, Yahoo! Finance, and the AFCPE. Matt is the Chief Strategy Officer for the Brett Danko Education Center, which helps thousands of current and future financial planners pass the CFP exam. Collectively, those folks go on to provide financial advice and planning to millions of people.Matt co-founded the Global Financial Planning Institute to promote competency in the cross-border financial planning space. In addition, he is a FinServ mentor and serves with the FPA and the AFS to advance financial planning education in higher education and to career changers around the world.Previously, Matt ran Dalton Education as VP of Financial Planning Education at CeriFi from 2023 to 2025. From 2022 to 2023, Matt worked at CFP Board as Director of Knowledge for Practice. From 2018 to 2022, he worked in a series of roles at The American College of Financial Services, culminating as the director of their CFP® and ChFC programs. From 2016 to 2018, he was a professor of personal finance at the University of Georgia. And, from 2016 to 2020, he created and produced the lighthearted personal finance show Nothing Funny About Money on NPR. Before switching careers to financial planning, Matt ran the psychology research consulting firm Beyond Berkeley and taught psychology and statistics courses at UC Berkeley and the University of Georgia.Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

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

Financial technology, known as fintech, is everywhere. If you send money by phone or invest with the help of robo-advisors, you're using it. Its proponents say by lowering costs, it can expand the range of financial services providers can offer and the pool of people who can afford them.  But fintech presents risks, including to privacy. Fintech companies aren't subject to the same regulations as traditional financial institutions when it comes to handling personal data. And some worry regulatory safeguards aren't keeping up with fintech advances.  Amid the uncertainty, fintech's role in financial services keeps expanding. How will fintech change the landscape for consumers? Can banks adjust? And will it make a real difference for those long shut out of traditional financial services?  Download the paper Harvard Business School professor Emily Williams presented at the Economic Conference, “Fintech, Financial Inclusion, and the Future of Finance.” Watch the session she spoke at, titled “Innovative Financial Technologies and Financial inclusion.”

In this episode of TechTalk, we explore how financial services are steering toward AI — covering emerging regulations like the EU AI Act, trust-building, collaboration, and the shift from experimentation to real-world applications. To guide us through this evolving landscape, we're joined by Ulf Herbig, Chairman of the EFAMA AI Task Force and Chairman of ALFI's Digital Finance Working Group on Innovation and Technology; and Sébastien Schmitt, Partner in Regulatory Risk and Compliance at PwC Luxembourg. 

What if the biggest threat to your culture was the language you use?As your firm scales, the way you talk about the people on your team can either create clarity or chaos. In this solo episode, I share a painful but powerful lesson I learned while building Triad Partners—from an underperforming team member we were too afraid to let go, to 100+ A-players aligned to a clear mission.You'll hear the exact mistake we made, why we had to course-correct fast, and how shifting a single word completely transformed how we hire, lead, and hold people accountable.If you're trying to scale your business without sacrificing your team's trust or performance, this episode is for you.3 of the biggest insights from Brad Johnson …#1.) Why “Family” Sends the Wrong MessageCalling your team a “family” feels inclusive, but it clouds expectations. It creates hesitation when tough decisions need to be made and sends mixed signals about what's acceptable. Replacing “family” with “team” gives you the clarity and confidence to lead with consistency.#2.) Families Blur Boundaries but Teams Require ThemIn a family, you show up no matter what, even when standards slip. But in business, that thinking weakens accountability. Teams work best when expectations are clear, responsibilities are defined, and everyone knows what it means to pull their weight.#3.) Belonging Should Be Earned, Not AssumedIn a family, you belong by default. On a team, you earn your spot by aligning with the mission. This mindset shift helps you attract the right people, foster buy-in, and build a culture where everyone's rowing in the same direction.SHOW NOTEShttps://bradleyjohnson.com/122FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this conversation, Dylan Silver interviews Robby Rydinski, a seasoned professional in the real estate and financial services industry. Robby shares his journey from FinTech to real estate lending, discussing the evolution of Anchor Loans, the intricacies of the fix and flip market, and the challenges faced by real estate investors. He emphasizes the importance of understanding the numbers in real estate investing and the need for lenders to be flexible and supportive partners. The discussion also covers niche markets in real estate lending and identifies hot markets for fix and flips across the country.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode of the Real Estate Pros podcast, host Mike Stansbury interviews Lance Morgan, founder of College Funding Secrets. They discuss Lance's journey from the IT industry to financial services, driven by the need to fund his children's college education. Lance shares insights on how real estate can provide tax benefits and free money for college, particularly for high-income families. The conversation covers the advantages of short-term rentals, the importance of strategic real estate investments, and the unique challenges faced by families navigating college funding. Lance also shares personal anecdotes about his family life and hobbies, providing a well-rounded view of his experiences.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, shares a timely and personal perspective on the cost - and value - of college education. With one child already in college and another preparing to go, Darryl walks listeners through findings from SoFi's “The Cost of Admission” report and offers four hard-hitting takeaways that every family should consider before signing on the dotted line. From real-life debt stories to the generational impact of poor financial decisions, this episode is a candid look at what too many Americans learn the hard way: how you pay for college matters just as much as where you go. Key Highlights: Why “ignorance is not an excuse” when it comes to student loan debt. The $365,000 medical school debt story - and what it teaches us. What most borrowers say they regret about college financing. The importance of making affordability a higher priority than reputation. How parents can help kids “think long term” when planning their future. Whether you're planning for your child's education or revisiting your own financial journey, this episode delivers the kind of clarity that cuts through the noise. For more insights or to connect with a PAX Financial Group advisor, visit www.PAXFinancialGroup.com. Like what you heard? Share this episode with a friend! Resources: New SoFi Report Uncovers the Biggest Challenge in Financing Higher Education: Understanding the True Cost About Dr. Riley – College App 101 Scholarships for College: Find and Apply Online for Free | Going Merry

Rich speaks with Brent Sadler, Senior Research Fellow at The Heritage Foundation, about the shaky but stabilizing ceasefire in the Middle East. Sadler provides expert insight into how the truce is holding, the key players involved, and what continued peace could look like going forward—even after a rocky start. Then, Rep. Mike Haridopolos, who serves on the House Committees on Science, Space & Technology and Financial Services, weighs in on the failed attempt to impeach Donald Trump and discusses the new Ledger Act—groundbreaking legislation that sets the stage for a regulated and secure future in cryptocurrency. Plus, Rich gives an exclusive update on the capture of 11 Iranian nationals arrested by ICE, raising new concerns about sleeper cells and national security. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In today's episode on 24th June 2025, we break down HDB Financial Services' long-awaited initial public offer (IPO), which opens its offer on 25th June (Wednesday).

Podcast Guest: Dustyn Howard contact #: +19282401880 email address: dustyn@thefinancialcowboy.com Social media: @Dustyn_howard IG FB Dustyn howard   Podcast Title: Unlock Wealth: Financial Cowboys Journey from Blue-Collar to Success   In this episode of the Real Estate Pros Podcast, host Michael Stansbury interviews Dustyn Howard, known as the Financial Cowboy. Dustyn shares his journey from a blue-collar background to the financial services industry, emphasizing the importance of continuous learning and adaptability. He discusses how he helps real estate investors manage their finances and grow their wealth, while also sharing insights into his personal life in Arizona, including his family and passion for bull riding. The conversation highlights the intersection of entrepreneurship, financial planning, and personal experiences in the real estate sector.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

The geopolitical fragmentation mega force is evolving, with a big focus now on rising defense spending. Catherine Kress, Head of Geopolitical Research & Strategy at BlackRock, highlights how we're refining our investment preferences across regions and sectors in response. General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM0625U/M-4603777

“I can give you the blueprint, but you've got to own your own development” - Ty MuseWelcome to episode 212 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 The Sheeter Group - a leading executive benefits firm that meets your retention and succession needs. This includes non-qualified benefit plans, short and long-term incentive plans, compensation studies, scorecard design, performance evaluation, and more. Learn more at sheetergroup.com.In this 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.In this episode, we are joined by repeat guest Ty Muse, President & CEO at Visions Federal Credit Union who joins us for an insightful conversation about building legacy in real-time. As leaders, we often get caught up in the day-to-day grind, but Ty shares a truly refreshing perspective—that legacy isn't some far-off concept but is about the people we develop along the way.Ty passionately opens up about his Lead On and Lead In programs, which prepare future leaders within his organization—but his mentorship extends beyond his own walls, actively seeking out rising stars in the credit union industry and connecting them with opportunities, resources and seasoned veterans who can help them grow. This concept of "sponsorship" versus mentorship truly resonates with us!Ty also challenges the idea of "big vs. small" credit unions, arguing that we're all part of the same cooperative movement. He believes that larger institutions have the responsibility to support and uplift the smaller ones because we are ultimately stronger together, and this collaborative mindset is so refreshing and inspiring in an industry that can sometimes feel divided.Ultimately, Ty's overarching message is about making the most of the precious time that we have. He doesn't just find time for mentorship—he makes it a priority because he sees it as an investment that pays dividends, both for the mentor and the mentee. His insights on work-life balance, vulnerability as a leader, and empowering boards are equally thought-provoking, and this is a conversation that is sure to leave you feeling inspired to build our own legacies in real-time. Enjoy our conversation with Ty Muse!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyHow to find Ty:President & CEO at Visions Federal Credit Unionvisionsfcu.orgTy: LinkedInVisions Federal Credit Union: LinkedIn | Facebook | Instagram | X | YouTube | TikTok

 In Today's Episode... In this conversation, financial advisor Shane Bauman joins Jordan to discuss the illusion of not being as far along as one should be regarding finances. They explore the shame and pressure that can prevent people from taking control of their financial situation. Shane shares his journey into the financial advisory profession and his mission to help people have a healthier relationship with money. He emphasizes the importance of bringing financial struggles into the light and seeking help to navigate them, as well as having a vision and not dwelling on negative circumstances. Jordan and Shane also discuss the power of words and the need to focus on producing fruit in life. They encourage listeners to be the light in conversations and ask thought-provoking questions. The conversation concludes with an important reminder to check our motives and embrace our unique paths.   Connect with Shane Bauman Website LinkedIn Podcast Email - shaneb@risebeyondmoney.com   More about Shane Shane Bauman has been in the Financial Services industry since 2011. During his 13+ years in financial services, Shane has served in the role of Advisor, Managing Director, and President. He thoroughly enjoys helping professionals actualize their dreams and pursue their passions by utilizing financial services as a platform for success. Before his career in Financial Services, Shane worked in various leadership and sales roles in the Real Estate, Marketing, and Education sectors. His passion is in helping people reach their personal, business, and career goals. He's accomplished much of this by working with small business owners and entrepreneurs. With his extensive background in running small companies, Shane understands the challenges of wearing multiple hats while striving for the balance between a strong culture and maximum profitability.    Don't forget about this amazing free offer from Jordan. She put a lot of time and effort into this project to be able to offer it to you, absolutely free! Take advantage now while you can! eBook: Couples Guide to Getting on the Same Page About Money   Reminder: Subscribe, Rate & Review this podcast!   Whatever platform you are listening on, make sure to follow or subscribe & sign up for notifications for when weekly episodes drop every week! And if you feel called, please leave a rating and review. This helps us to reach more people!  JordanPendleton.com

Laura Riposo VanDruff, Andrea deLorimier On Thursday, the U.S. House Committee on Financial Services Subcommittee on Financial Institutions held a hearing entitled, ​“Framework for the Future: Reviewing Data Privacy in Today's Financial System.” Hearing testimony explored whether there is need for a federal privacy statute and how the financial services industry, which is already regulated by the Gramm-Leach-Bliley Act (“GLBA”) and other sector-specific statutes, would fit into such a standard.

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.

The Evolving Role of Open Source in Financial Services with GitLab's George KichukovIn this episode of the FINOS podcast, Grizz Griswold interviews George Kichukov from GitLab to discuss the transformative effect of open-source technology in financial services. The conversation covers the adoption of secure open-source practices, the importance of a strong engineering culture, and the benefits of contributing back to the open-source community. George shares insights from his 20-year career, including his extensive experience at Citibank, and elaborates on his current role in improving software delivery at GitLab. The episode also highlights upcoming events like the Open Source and Finance Forum (OSFF) and the vital role of sponsors in fostering industry collaboration.00:00 The Evolution of Open Source in Financial Services01:32 Upcoming OSFF Events and Sponsors01:33 Upcoming OSFF Events and Sponsors03:31 Introduction to George Kichukov from GitLab03:52 George's Role and Experience at GitLab06:36 George's Career Journey Before GitLab12:15 The Importance of Developer Experience15:56 The Role of Open Source in Developer Experience20:57 The Shift in Financial Services Towards Open Source26:58 Conclusion and Final ThoughtsGeorge Kichukov: https://www.linkedin.com/in/kichukov/GitLab: https://about.gitlab.com/ Grizz Griswold: https://www.linkedin.com/in/aarongriswold Find more info about FINOS: On the web: https://www.finos.org Open Source in Finance Forum (OSFF Conference): https://www.finos.org/osff-2025 2024 State of Open Source in Financial Services Download: ⁠https://www.finos.org/state-of-open-source-in-financial-services-2024⁠ FINOS Current Newsletter Here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.finos.org/newsletterLinkedIn: https://www.linkedin.com/company/finosfoundation Twitter: https://twitter.com/FINOSFoundation About FINOSFINOS (The Fintech Open Source Foundation) is a nonprofit whose mission is to foster the adoption of open source, open standards, and collaborative software development practices in financial services. It is the center for open source developers and the financial services industry to build new technology projects that have a lasting impact on business operations. As a regulatory compliant platform, the foundation enables developers from these competing organizations to collaborate on projects with a strong propensity for mutualization. It has enabled codebase contributions from both the buy- and sell-side firms and counts over 50 major financial institutions, fintechs and technology consultancies as part of its membership. FINOS is also part of the Linux Foundation, the largest shared technology organization in the world. Get involved and join FINOS as a Member.

As a financial advisor, you're taught to ask, “When do you want to retire?” But what if that question is pointing clients toward a goal they don't actually want?In this episode, I'm talking with Derek Coburn—longtime advisor and author of Let's Retire Retirement—to talk about how changing that one question can completely shift the way you serve your clients.Derek makes a strong case that instead of chasing some number or arbitrary retirement date, we should be asking: Do you even want to retire? And what are you putting off today for a future that might not play out the way you imagine?He shares why helping clients stay engaged in purposeful work—even part-time—can reduce financial pressure, increase fulfillment, and create more space for what matters most right now.Great advising isn't about getting clients to the end, it's about making the in-between years count.3 of the biggest insights from Derek Coburn …#1.) Why “Un-Retirement” Is on the RiseRoughly 25–30% of retirees are returning to work. Not because they need the money, but because they miss purpose, connection, and contribution. Derek explains why it's time for advisors to stop assuming retirement is the goal and start asking if it's even the right fit.#2.) The Time Machine Effect: Would You Pay to Go Back in Time?Derek shares a powerful thought experiment: how much would you pay to go back in time for just one more night with your kid at age 10? It's a reminder that time, not money, is our most valuable asset. As advisors, helping clients reframe retirement isn't just a financial strategy, it's a chance to give them more life in their years right now.#3.) How to Attract Clients You Actually Want to Work WithIf you're taking on clients just to hit a number, it's only a matter of time before your calendar is filled with people who drain you. Derek shares how he shifted from goal-chasing to values-aligned client growth—and why that mindset leads to both fulfillment and better results.SHOW NOTEShttps://bradleyjohnson.com/121FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get a copy of Derek's book, "Let's Retire Retirement" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "121" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP06254535327See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Key Highlights:-The true cost of operational disorganization - and how to measure it.-Why “progress, not perfection” is the key to implementation.-How to identify bottlenecks using data and process tracking.-The concept of Kaizen and continuous improvement in firm operations.-Simple steps to begin streamlining your business today.If you're an advisor wondering whether your practice could be running more smoothly, this episode is your roadmap to clarity.Reach out to Sue at SueCheema@EliteConsultingPartners.com, or Brian at BrianLutz@EliteConsultingPartners.com.

Highlights include:-Why the advisor walked away from a traditional bank model-How he overcame fear and successfully transitioned legacy clients-The surprising benefits of affiliating with an RIA-only firm-Reinvesting in growth: marketing, branding, and staffing-Building deeper client relationships through business ownership-What “freedom” really means for advisors todayIf you've ever felt stuck in your current model or wondered if true independence is worth it, this episode delivers a candid and inspiring look at what's possible.