Podcasts about Financial services

Are you struggling to attract and close more high-net-worth clients?What if the reason has nothing to do with your financial plans and everything to do with your office design?In this solo episode, I share one of the most surprising lessons I've learned in 20+ years of coaching advisors: the design and intention behind your office directly impacts the clients you attract and the culture you create.Your office is more than a workspace. It's a physical reflection of your values, beliefs, and the experience you promise to your clients. I'll show you how thoughtful design can elevate your credibility, boost team culture, and transform how prospects perceive your brand.I'll also walk you through the three lessons that shaped Triad's new headquarters, so you can apply the same principles to your own firm and start attracting higher-net-worth clients while building a culture your team loves coming to every day.3 of the biggest insights from Brad…#1.) Celebrate What Matters in Business and LifeMost advisors design an office that looks good on paper, but doesn't feel like them. In this episode, I share how to build a space that actually tells your story. From our Do Business, Do Life wall filled with team goals to the way you showcase client experiences instead of sales awards, I'll show you how to create an environment that instantly connects and builds trust with million-dollar clients.#2.). Speak Things Into Existence That MatterAt Triad, we believe language creates culture. So when we built our new office, we wanted our walls to literally speak our values. Instead of labeling rooms A, B, and C, we named them after the beliefs we live by—like the “Significance Suite” and the “Day One Café.” We even have an “Empty Chair” in every conference room to represent our members, reminding us to always build on their behalf. It's a simple way to make sure what we say we believe shows up in how we work every day.#3.) Create a Collision-Friendly EnvironmentWe fixed one of the biggest mistakes from our first office—silos. In our new space, we built what I call a “hub-and-spoke” design that sparks connection. The hub is where ideas collide—coffee stations, couches, even a kegerator—and the spokes are where deep work happens. I'll share how this setup boosted creativity, broke down barriers, and created a vibe that everyone—from team members to visiting advisors—can feel the moment they walk in.SHOW NOTEShttps://bradleyjohnson.com/143FOLLOW 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. TP11254897334. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

How do you establish trust in an AI SOC, especially in a regulated environment? Grant Oviatt, Head of SOC at Prophet Security and a former SOC leader at Mandiant and Red Canary, tackles this head-on as a self-proclaimed "AI skeptic". Grant shared that after 15 years of being "scared to death" by high-false-positive AI, modern LLMs have changed the game .The key to trust lies in two pillars: explainability (is the decision reasonable?) and traceability (can you audit the entire data trail, including all 40-50 queries?) . Grant talks about yje critical architectural components for regulated industries, including single-tenancy , bring-your-own-cloud (BYOC) for data sovereignty , and model portability.In this episode we will be comparing AI SOC to traditional MDRs and talking about real-world "bake-off" results where an AI SOC had 99.3% agreement with a human team on 12,000 alerts but was 11x faster, with an average investigation time of just four minutes .Guest Socials -⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠Grant's Linkedin Podcast Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@CloudSecPod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you want to watch videos of this LIVE STREAMED episode and past episodes - Check out our other Cloud Security Social Channels:-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cloud Security Podcast- Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cloud Security Newsletter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you are interested in AI Cybersecurity, you can check out our sister podcast -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AI Security Podcast⁠(00:00) Introduction(02:00) Who is Grant Oviatt?(02:30) How to Establish Trust in an AI SOC for Regulated Environments(03:45) Explainability vs. Traceability: The Two Pillars of Trust(06:00) The "Hard SOC Life": Pre-AI vs. AI SOC(09:00) From AI Skeptic to AI SOC Founder: What Changed? (10:50) The "Aha!" Moment: Breaking Problems into Bite-Sized Pieces(12:30) What Regulated Bodies Expect from an AI SOC(13:30) Data Management: The Key for Regulated Industries (PII/PHI) (14:40) Why Point-in-Time Queries are Safer than a SIEM (15:10) Bring-Your-Own-Cloud (BYOC) for Financial Services (16:20) Single-Tenant Architecture & No Training on Customer Data (17:40) Bring-Your-Own-Model: The Rise of Model Portability (19:20) AI SOC vs. MDR: Can it Replace Your Provider? (19:50) The 4-Minute Investigation: Speed & Custom Detections (21:20) The Reality of Building Your Own AI SOC (Build vs. Buy)(23:10) Managing Model Drift & Updates(24:30) Why Prophet Avoids MCPs: The Lack of Auditability (26:10) How Far Can AI SOC Go? (Analysis vs. Threat Hunting)(27:40) The Future: From "Human in the Loop" to "Manager in the Loop" (28:20) Do We Still Need a Human in the Loop? (95% Auto-Closed) (29:20) The Red Lines: What AI Shouldn't Automate (Yet) (30:20) The Problem with "Creative" AI Remediation(33:10) What AI SOC is Not Ready For (Risk Appetite)(35:00) Gaining Confidence: The 12,000 Alert Bake-Off (99.3% Agreement) (37:40) Fun Questions: Iron Mans, Texas BBQ & SeafoodThank you to Prophet Security for sponsoring this episode.

The reopening of the U.S. government will allow the release of backlogged economic data, especially jobs data, helping us take stock of our pro-risk view. Nicholas Fawcett, Chief Investment Strategist at the BlackRock Investment Institute, breaks down the implications. 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.BIIM1125U/M-4994914

In this episode, Sierra Nicholson is joined by partners Jubilee Easo and Kristina Kopf Thomas to discuss emerging trends in real estate investment, the flow of capital in energy infrastructure, the role of risk management in creating value, and how innovation and geopolitics are shaping the future of energy and real estate assets.

In this episode, we discuss CIMA surveys, frozen assets reporting, the VASP regulatory forum, year-end reminders, and Cayman FSPs – preparing for the FATF fifth-round review.SPEAKERS:Adam Huckle, Partner | +1 345 814 5318 | adam.huckle@maples.com | View bioAnthony Mourginos, Partner | +1 345 814 5155 | anthony.mourginos@maples.com| View bioJo Ottaway, Associate | +1 345 814 5511 | jo.ottaway@maples.com | View bioRESOURCES:Visit our Regulatory Round-Up Blog for the latest developments and insights in the regulatory landscapeRELATED SERVICES:Maples Group Regulatory and Financial Services AdvisoryWith a depth of experience across all regulated sectors, the Maples Group Regulatory and Financial Services team is positioned to address client needs and sensitivities. We have the largest dedicated Cayman Islands Regulatory and Financial Services team in the offshore market.Follow Us: LinkedIn: https://www.linkedin.com/company/maplesgroup/Instagram: https://www.instagram.com/maplesgroup/Twitter: https://twitter.com/maplesgroupFacebook: https://www.facebook.com/maplesgroup/Website: https://maples.com/podcasts/15-15 Blog: https://maples.com/regulatory-round-up

Join Dr Vicki Rozos, ADA NSW Head of Advisory Services, as she speaks with Shane Morgan, Partner at Cutcher & Neale Accounting and Financial Services, about the complex and increasingly scrutinised area of compassionate release of superannuation for dental treatment. With withdrawals for dental procedures skyrocketing, serious concerns about practitioner conduct in this space have been raised by dentistry's governing bodies.This essential episode explores the legislative framework governing compassionate superannuation release, including what conditions must be met for patients to access their retirement funds early. Shane explains the significant tax implications and long-term financial consequences for patients who withdraw super before retirement, whilst Dr Rozos discusses the professional and ethical obligations dentists must uphold when treating patients who choose this funding option.The episode covers ADA Federal's comprehensive guidelines released in September 2025, including the crucial checklist for practitioners. It emphasises the importance of comprehensive treatment planning, informed consent, and prioritising patients' best interests—regardless of how treatment is funded.Whether you're an experienced practitioner or early in your career, this episode provides vital guidance on navigating this high-risk area whilst protecting both your patients' welfare and your professional standing.Interviewer(s): Dr Vicki RozosInterviewee(s): Shane MorganRelated Course/Event/Links: AHPRA Resource, ADA ReleaseIf you want to stay up to date with the latest developments in dentistry, check out our upcoming CPD courses at adacpd.au.

Frank and Brian also dig into:• The pivotal 2005 spin-off from American Express - and what it unlocked for advisors.• Why it's “all about how much you make, not the payout.”• How Ameriprise's E-Meeting, Insights, and AI-driven Copilot tools are redefining advisor efficiency.• The power of home-office visits and what advisors should look for in firm culture.• Why advisors who said “never” to Ameriprise often end up saying “yes.”If you've ever wondered why so many top producers are giving Ameriprise another look, this episode delivers straight answers, real examples, and lessons every advisor can use when evaluating their next move.Resources: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.comConnect with Brian Mora on LinkedIn or via phone: (609)-335-8844https://www.linkedin.com/in/brian-j-mora-cfp%C2%AE-crpc%C2%AE-awma%C2%AE-4076b610/  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

Welcome to Clio Con Clips 2025, recorded live from Boston and proudly sponsored by Clio, the world's leading legal technology company transforming the legal experience for all.On today's minisode, we talk to A.J. Axelrod. He is the VP of Payments and Financial Services at Clio, responsible for leading the company's payment and financial product innovations. A.J. is focused on making legal services more accessible through new solutions like Pay Later and Clio Capital, aiming to remove financial barriers for both clients and law firms. A.J. is dedicated to compliance and security, works closely with reputable partners, and values customer feedback to drive adoption and usability. His approach emphasizes clear, context-specific solutions for legal professionals, and he is enthusiastic about Clio's mission and advancements showcased at his first Clio Con.So why should you be listening in? You can hear Rob and A.J. discussing:- Innovation and Updates in Clio's Legal Payments- Addressing Legal Affordability through Flexible Payment Solutions- Ensuring Compliance and Building Trust in Financial Technology- User Feedback and Rapid Adoption of Clio Payment Features- The Evolving Intersection of Legal Tech and FinTechConnect with A.J. Axelrod here - https://www.linkedin.com/in/ajaxelrod

In this episode of One Vision, host Theo welcomes Pamela Villanova, VP of Digital Banking at American Eagle Financial Credit Union. They discuss the credit union's major milestone in conducting a digital banking conversion and the multi-year journey it entailed. Pam shares insights into the strategic focus they adopted, emphasizing user experience, data utilization, and the importance of partnerships. The conversation also delves into broader industry trends, such as the rapid adoption of AI and blockchain, and the importance of human connection and adaptability in the face of accelerating change. Tune in to learn about the future of digital banking and how to balance the diverse member needs and innovation.00:00 Introduction and Guest Welcome01:17 Digital Banking Conversion Journey04:01 Strategic Focus and Challenges06:56 Lessons Learned and Industry Insights10:44 Balancing Member Needs and Innovation19:28 Future Challenges and Opportunities30:47 Conclusion and Final Thoughts/#AI #FinancialServices #BankingIndustry #DigitalTransformation #Innovation #CreditUnion 

O avanço da descarbonização já não é apenas um discurso — é gestão com base em evidências. No episódio, Ariane Buzanello Negrão, Diretora de Produtos e Abastecimento da Edenred Mobilidade, explica como o programa Move for Good apoia mais de 33 mil empresas na jornada de redução e compensação das emissões de CO₂. A conversa aborda os pilares de mensurar, reduzir, compensar e conscientizar, mostrando o papel estratégico da tecnologia e dos dados para uma mobilidade mais sustentável.Participantes:Ariane Buzanello, Diretora de Produtos Abastecimento da Edenred Mobilidade, Edenred.Host(s):Alexandre Abreu, Apresentador, Tracto.Marcelo Braga, Sócio do Financial Services, Forvis Mazars.

In this episode, Peter Maddison and Dave Sharrock welcome Rick Delisi, Lead Research Analyst at Glia and co-author of "The Effortless Experience" and "Digital Customer Service," to discuss how AI is transforming customer service in banking and credit unions.Rick reveals why the future of contact centers isn't about eliminating human interaction; it's about automating the routine so humans can focus on building real relationships. Learn how banks are breaking the age-old trade-off between efficiency and customer experience, and why starting with internal-facing AI tools is the safest path to transformation.Discover the surprising truth about which customer satisfaction metric actually predicts loyalty (hint: it's not what most companies are measuring), and why customer expectations for AI are shaped more by bad experiences with other companies than by anything your organization does.THREE KEY TAKEAWAYS:1. AI for Everyone, Not Just Customers: AI can transform your entire organization, from helping frontline agents with real-time guidance, to giving managers instant analysis capabilities, to enabling executives to make data-driven strategic decisions. The most successful implementations use AI across all levels: customers, agents, managers, and executives.2. Start Internal, Then Scale Outward: Begin with internal tools that help agents, managers, and executives first. This builds confidence, allows teams to experience the technology firsthand, and creates incremental improvements that build organizational trust. By the time you roll out customer-facing AI, your entire team understands and trusts the system.3. The best predictor of customer loyalty isn't satisfaction scores or Net Promoter Score, it's the Customer Effort Score. Ask customers, "How much effort was required for you to get what you needed?" after each interaction. Low-effort experiences drive loyalty, and this metric gives you actionable insights into where to improve your service processes.CONTACT US:Email: feedback@definitelymaybeagile.comDefinitely Maybe Agile explores the complexities of adopting new ways of working at scale, covering digital transformation, agile practices, and DevOps in enterprise environments.#AI #CustomerService #Banking #DigitalTransformation #ContactCenter #CreditUnions #CustomerExperience #Glia #FinancialServices #AgileTransformation

Live from Future Proof, I sat down with Jason Early, Founder and CEO of RISR — an AI platform that's helping financial advisors rethink how they serve business-owner clients.Here's the truth: for most entrepreneurs, their business is their biggest asset — but most advisors just ask, “What's it worth?” jot down a guess, and move on. Jason and his team built RISR around a simple belief: business owners deserve better advice, and the advisors who serve them need better tools to give it.RISR connects directly to a company's financials, uses AI to generate real-time valuations, and gives advisors the insights they need to guide clients through growth, succession, and exit planning. It helps advisors have the right conversations — earlier — so they're there long before the liquidity event, not chasing it after the fact.In this conversation, Jason shares how top advisors are using RISR to win business-owner clients, deepen relationships, and deliver the kind of advice that builds lasting trust.3 of the biggest insights from Jason Early…#1.) How Top Advisors Are Using RISR to Stand OutAdvisors aren't just running valuations, they're using RISR to open doors, deepen trust, and win business-owner clients long before a liquidity event. By showing up with real data on what the client's business is worth, advisors shift the conversation from “asset management” to “business strategy.” It's helping them justify planning fees, spark succession discussions, and position themselves as the quarterback for every major decision that impacts the owner's wealth and legacy.#2.) The Truth About Business Valuation (and Why It's Usually Wrong)Most business owners miscalculate what their company is worth — often by millions. Jason breaks down why, from owner dependency and client concentration to “country club math” and non-normalized EBITDA. He also explains how objective valuation data brings alignment between partners and families, turning tough money talks into clarity.#3.) What Every Advisor Should Know About Succession & Exit PlanningBusiness owners rarely plan their exits well. Jason explains how advisors can use valuation insights to build readiness conversations, prevent conflict between partners, and even influence deal outcomes. These are high-trust, high-value planning opportunities that position advisors as long-term strategic partners — not just investment managers.SHOW NOTEShttps://bradleyjohnson.com/142FREE 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. 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.

Discover the power of visual thinking with Lita Currie, a graphic recorder and facilitator. Learn how translating ideas into visuals helps teams remember, understand, and act on what truly matters — plus a sweet twist with baking!00:26- About Lita CurrieLita Currie is a business owner, graphic facilitator and business coach.She is the owner of 3Stickmen.com and a visual thinker.She has over 25 years' experience in the development of talent and has worked with clients from a variety of disciplines (Fast-moving Consumer Goods, Financial Services, Information Technology and Mining).

Send us a text[Original air date, November 19, 2024]  Miguel Armaza travels to Alexandria, Virginia for an in-person interview with a fintech legend: Nigel Morris, Co-Founder of QED and Capital One. QED is a global fintech venture capital firm that has backed numerous amazing companies, including Credit Karma, Nubank, Avant, SoFi, and Klarna. They currently have over $4.0 billion in AUM.Prior to QED, Nigel co-founded Capital One in 1994. The bank today is amongst the 10 largest banks in the US with almost $500 billion in assets. They are also one of the most innovative financial institutions that have inspired countless of entrepreneurs worldwide.Timestamped Overview00:00 Intro 01:25 Nigel's Background05:02 Driven by Curiosity and Empiricism09:03 Banking economics and unsecured credit10:10 Data economics and scientific method14:12 Intentional Leadership Shapes Culture18:25 NuBank exceptional net promoter scores22:37 Fintech Journey Early Stages25:06 Financial inclusions global expansion27:50 Big Tech AI Dominance33:16 Co-Founder Synergy and Longevity36:00 Effective board meeting essentials37:25 Effective Board Meetings Matter42:09 Climbing a million feet yearly44:21 Fintech empowering global changeWant more podcast episodes? Join me and follow Fintech Leaders today on Apple, Spotify, or your favorite podcast app for weekly conversations with today's global leaders that will dominate the 21st century in fintech, business, and beyond.Do you prefer a written summary? Check out the Fintech Leaders newsletter and join ~70,000+ readers and listeners worldwide!Miguel Armaza is Co-Founder and General Partner of Gilgamesh Ventures, a seed-stage investment fund focused on fintech in the Americas. He also hosts and writes the Fintech Leaders podcast and newsletter.Miguel on LinkedIn: https://bit.ly/3nKha4ZMiguel on Twitter: https://bit.ly/2Jb5oBcFintech Leaders Newsletter: bit.ly/3jWIp

Single adults need to earn significantly more than couples if they want to enjoy a comparable lifestyle, according to new research.Kelly Warburton, a single first-time buyer, and Michael Dowling, Managing Director of Michael Dowling Mortgage and Financial Services, joined The Last Word to discuss the financial challenges faced by single people.Catch the full chat by pressing the 'Play' button on this page!

In this episode, John and Tom are joined by Jared Trexler, Senior Vice President and Chief Marketing & Strategy Officer at The American College of Financial Services, to discuss why education and specialization matter more than ever in the financial world. They explore how a well-educated advisor can deliver deeper, more personalized planning- especially in areas like tax, estate, and retirement income strategy- and why consumers should understand the difference between generalists and true specialists. Jared also shares insights into The American College's mission to elevate the profession through lifelong learning, new certifications such as the Tax Planning Certified Professional program, and a growing public campaign to help consumers identify qualified advisors.   Important Info: Securus Financial: https://www.gosecurus.com/ International Financial Advisory Group: https://www.internationalfinancial.com/ Call John: (858) 758-9889 Call Thomas: (973) 394-0623

Listen now to learn:00:00 – Intro:02:35 – What Is Generative AI (Really)?06:04 – Compliance Concerns & Data Privacy:14:20 – Can You Trust AI to Run Your Practice?18:09 – Data Is the New Asset Class:22:19 – Trust, Credibility & the Human Factor:27:11 – The Future of Work in Financial Services:31:05 – Final Thoughts: Trust But Verify: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/

At our internal 2026 Forum last week, the AI buildout ran through the debate among our portfolio managers along with other key topics such as stablecoins. Wei Li, Global Chief Investment Strategist at BlackRock, shares some key takeaways. 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.BIIM1125U/M-4976369

In this special Veterans Day episode of our Shares podcast, Managing Director of The American College of Financial Services Center for Military and Veterans Affairs, Phil Easton, CMSgt, USAF (Ret.), speaks with the 2025 Soldier-Citizen Award Recipient, Vice Admiral James Zortman, USN (Ret.), on how military experience can prepare individuals for a successful career in financial services. Find all episodes at The AmericanCollege.edu/Shares.

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In this episode of One Vision, host Theo welcomes Pamela Villanova, VP of Digital Banking at American Eagle Financial Credit Union. They discuss the credit union's major milestone in conducting a digital banking conversion and the multi-year journey it entailed. Pam shares insights into the strategic focus they adopted, emphasizing user experience, data utilization, and the importance of partnerships. The conversation also delves into broader industry trends, such as the rapid adoption of AI and blockchain, and the importance of human connection and adaptability in the face of accelerating change. Tune in to learn about the future of digital banking and how to balance the diverse member needs and innovation.00:00 Introduction and Guest Welcome01:17 Digital Banking Conversion Journey04:01 Strategic Focus and Challenges06:56 Lessons Learned and Industry Insights10:44 Balancing Member Needs and Innovation19:28 Future Challenges and Opportunities30:47 Conclusion and Final Thoughts#AI #FinancialServices #BankingIndustry #DigitalTransformation #Innovation Find Pamela Villanova on LinkedIn: https://www.linkedin.com/in/pamela-villanova/ Find Theodora Lau on LinkedIn: https://www.linkedin.com/in/theodoralau/

“Alignment doesn't happen by accident—it's built through clarity.” – Jill NowackiWelcome to episode 222 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, 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 talking all about the importance of alignment, the connection between what an organization claims that it values and what it actually does. We discuss how alignment shows up most clearly in leadership and how, when leaders' words and actions are misaligned, it can create confusion, distrust, and a lack of energy on a team.Jill notes that true alignment is when "what we say and what we do match up” and gives examples of how misalignment can manifest in an organization. We examine what can cause leaders and organizations to fall out of alignment in the first place, identifying as a key factor. When leaders get excited about new opportunities, they can move too quickly without bringing the team along. Leaders under distress might also make hasty decisions aimed at pleasing rather than staying true to their values.We also discuss how restoring alignment requires self-reflection—to understand how the misalignment occurred to begin with. Jill highlights the importance of being transparent and admitting mistakes—and recommitting to the organization's core purpose and values. We also stress the importance of defining and reinforcing the "why" behind your organization's goals. We advise leaders to trust their gut when something feels off and to dig deeper to uncover the root cause.Ultimately, our discussion emphasizes the fact that alignment is not something that happens by accident—but is something that requires ongoing effort, self-awareness, and a persistent focus on ensuring that words and actions are in sync at both the individual and organizational level. Enjoy our conversation on alignment!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyBooks mentioned on The CUInsight Experience podcast: Book List

Bongani Bingwa brings the excitement to a thrilling close as we crown the Absa Swiper Vault Grand Prize winner live on 702! After weeks of suspense, swiping, and celebration, one lucky Absa Rewards member is about to drive away in a brand-new Jaecoo J5 Vortex, complete with three months of premium car insurance from Absa Insurance. It’s the grand finale of a competition that’s had listeners on the edge of their seats — proof that when you pay with your Absa Visa card, every swipe could change your story. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702See omnystudio.com/listener for privacy information.

Chapters:00:00 – Intro01:03 – Lessons from 250 Episodes22:54 – The Mythbuster Mentality23:26 – Authenticity, Evolution, and Advisor Education31:29 – Keep It FreshLearn 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 we delve into the intricate world of AI assessment, review and audit methodologies, focusing on international frameworks and regulatory approaches. The discussion features experts from the City Bar Presidential Task Force on Artificial Intelligence and Digital Technologies, including Azish Filabi (American College McGuire Center for Ethics and Financial Services), Rim Belaoud (Forensic Risk Analysis), Nikhil Aggarwal (Deloitte Anti Money-Laundering), Lenka Molins (Deloitte AI and Internet Regulation) and Jerome Walker (Task Force Co-Chair). They explore the definitions, methodologies, and challenges of AI audits across different jurisdictions such as the US, EU, Canada, and the UK, providing perspectives on issues related to methodologies, bias, transparency, and accountability. The episode also covers practical approaches for organizations to review AI models and highlights the importance of robust AI governance in various sectors, including financial services, A-ML, CFT, fraud, and export controls. 00:00 Introduction to the Podcast 00:50 Overview of AI Assessments, Reviews, and Audits 02:20 Key Definitions and Concepts in AI 05:44 Panelist Introductions 08:39 Discussion on Responsible and Trustworthy AI 18:33 Training AI Models and Explainability 22:33 Challenges in AI Assessments and Reviews 27:09 Global Perspectives on AI Audits 39:10 Practical Approaches for AI Model Reviews 53:57 Key Skills for AI Model Audits 59:27 Introduction and Areas of Practice 01:01:31 AI in Anti-Money Laundering and Counter-Terrorist Financing 01:07:36 AI Models in Fraud Detection 01:14:41 Export Control on AI Models 01:21:35 International AI Audit Methodologies 01:27:42 Challenges in AI Audits 01:42:10 Accountability in AI Audits 01:46:13 Conclusion and Final Thoughts

Live from Future Proof, I sat down beachside with Eden Ovadia, Co-Founder and CEO of FINNY—the AI-powered marketing platform helping advisors solve one of the biggest challenges in wealth management: organic growth.For years, the industry has relied on market returns and acquisitions to drive scale. But when the market slows, most firms discover they don't actually have a growth engine—they have a valuation problem.Eden saw that gap and built FINNY to fix it. In less than a year, she launched the company, joined Y Combinator, raised $6.5 million, and created a 15-person team that's helping advisors identify ideal prospects, automate personalized outreach, and attract new clients at scale.Eden also shares how her decision to live in her office became a powerful expression of belief in what she's building. That unwavering faith in the mission inspired her team to buy in completely—creating a culture grounded in trust, shared conviction, and the certainty that they're building something extraordinary together.3 of the biggest insights from Eden Ovadia…1.) The Industry's Organic Growth Problem Is Getting Too Big to IgnoreAdvisors have been riding market returns and acquisitions for years—but when the market dips, most firms realize their “growth” isn't really growth. Eden breaks down why the industry's obsession with M&A has masked a massive organic growth crisis—and how advisors who solve it are commanding double the valuations of their peers.2.) AI Is Revolutionizing Prospecting for AdvisorsEden's company, FINNY, gives advisors access to over 300 million data profiles and turns that data into personalized marketing automation—helping them find and convert ideal clients faster than ever before. From identifying business owners researching “exit planning” to filling dinner seminars with precision, FINNY shows what's possible when prospecting meets AI.3.) Great Leaders Build Belief Before They Build TeamsEden scaled FINNY from 0 to 15 employees in a year—but her real advantage wasn't speed, it was conviction. From living in her office to creating a culture that feels like family, she proves that people don't just join startups—they join founders who believe deeply in their vision. Her playbook for culture, hiring, and customer obsession applies to any advisor building a business that lasts.SHOW NOTEShttps://bradleyjohnson.com/141FREE 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. 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. TP11254897301See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode, Sierra Nicholson is joined by Eversheds Sutherland partners Tim Fosh and Michael Koffler to discuss how technology is transforming financial regulation, the importance of smart regulation, and the growing impact of private and digital assets on markets and investors.

In this quick-hit discussion, the two dive into:-Why most leaders are too busy “working in” their business to actually work on it.-How great coaches and therapists ask the questions you don't want - but need—to hear.-The value of data as exposure - how numbers, like game film, don't lie.-Why discomfort isn't something to avoid… it's where growth actually happens.If you've ever felt stuck, scattered, or overwhelmed, this behind-the-scenes moment will hit home.

Ben Shen, Head of Financial Services & Loyalty Products at Coinbase, joined me to discuss Coinbase's crypto-backed loans surpassing $1 billion in collateralized Bitcoin.Topics: - Coinbase Crypto Backed Loans - Coinbase Samsung partnership - Coinbase staking in NY - New services and vision for a super app- Tokenization market and DATs Brought to you by 

In this episode, Bill interviews successful Levinson Agent Ronald, who shares his secrets and what it takes to be a top producer in today's environment! His story is extremely inspiring and one that we can all learn from! His business model includes P&C, Employee Benefits, and Financial Services, primarily with Business Owners for over 25 years! Ronald's Biography: Ronald is an experienced Financial Consultant with a demonstrated history of working in the insurance industry. He possesses skills in Life Insurance, Annuities, Health Insurance, Risk Management, Property & Casualty Insurance, Employee Benefits Design, and Sales. He graduated from Temple University - Fox School of Business and Management. Check us out online: Agent Back Office Site: LevinsonAndAssociates.com Facebook: @levinsonandassociates X: @levinsonassoc Instagram: @levinsonandassociates Threads: @levinsonandassociates LinkedIn: @bilevinson  Podcast: levinson.libsyn.com YouTube Library: @thelevinson1  

The introduction of DeepSeek's R1 large language model has sparked global discussion about what happens when open-source innovation meets geopolitical constraints. What does this mean for financial markets, AI development, and the future of global competition? In this episode of the 'AI in Financial Services' podcast, host Matthew DeMello speaks with Sudeep Kesh, Chief Innovation Officer at S&P Global Ratings, and Martin Whitworth, Lead Cyber Expert at S&P Global Ratings, about how DeepSeek's model reveals the evolving relationship between resource constraints, innovation, and risk management in AI. The conversation explores the technological breakthroughs behind DeepSeek's design, why open-source transparency changes the game for enterprise leaders, and how regulatory intentions often create new innovation cycles. 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! 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!

The U.S. and China trade truce and mega cap tech companies upping planned AI buildout spending last week reinforce how mega forces are playing out in real time. Devan Nathwani, Portfolio Strategist with the BlackRock Investment Institute, explains why these mega forces are key for near-term returns, not just the long term.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.BIIM1025U/M-4956268

The best payment experiences are transparent and simple, but far too many law firms struggle with awkward payment barriers for their clients. Stephanie Everett welcomes A.J. Axelrod of Clio to discuss modern and secure billing practices for law firms. They consider common errors and archaic methods that may lead to profit losses, share insights from the Legal Trends Report, and talk about how Clio's billing software can help you ensure best practices in client payments.  A.J. Axelrod is Clio's Vice President of Payments and Financial Services. Learn more about your ad choices. Visit megaphone.fm/adchoices

"At RX, we celebrate failure, which is kind of a strange thing to say," said RX CEO Hugh Jones on the November 2025 edition of Trade Show Talk.  Why?   "Failure is actually a part of the executive process and making great choices," he said In this episode, Host Danica Tormohlen delves into this topic and more with Jones, who shares the company's recent growth and strategic bets in the trade show industry.   Jones discusses a broad range of topics, including RX's expansion into Saudi Arabia, digital product development, and the importance of celebrating failures to drive innovation and leadership.   For context: RX, a division of public company RELX and ranked No. 2 on the Stax Top 20 Exhibition Organizers List (by revenues), produced 282 face-to-face events in 25 countries in 2024, and these events served 41 industry sectors and attracted more than 6 million participants, according to its 2024 Annual Report. Some of RX's flagship events include New York ComicCon, JCK, ISC West, and FIBO Global Fitness. In its most recent earnings report in August, RX saw 8% growth year over year for the first half of 2025.  The episode also features interviews with Legends Global GM Rodney Falk on the Cincinnati convention center's reopening in January 2026 and Exhibitions and Conferences Alliance Executive VP Tommy Goodwin on the U.S. government shutdown's impact on the industry.  00:00 Introduction to Trade Show Talk  00:34 Meet Hugh Jones, CEO of RX  01:22 Sponsorship Message from Legends Global  02:08 Hugh Jones' Background and Philosophy  04:17 Interview with Hugh Jones Begins  04:24 The Importance of Taking Risks  07:16 RX's Expansion and Acquisitions  08:36 Digital Transformation at RX  11:39 Innovative Approaches in Trade Shows  15:16 Navigating the Pandemic and Strategic Changes  20:25 Value-Based Selling and Customer Focus  29:08 Advocacy, Sustainability, and Talent in the Trade Show Industry  37:40 The Importance of Standardization in Events  40:30 Digital Innovation and Future Trends  44:42 Real-Time Matchmaking and Industry Trends  46:08 AI in Trade Shows: Strategy and Implementation  49:41 Personal Insights: Monday Morning Routine  52:24 Upcoming Events and Travel Plans  54:35 Hobbies and Family Life  55:55 Worst Business Advice Ever Received  58:25 Cincinnati Convention Center Update  01:14:27 Advocacy Update with Tommy Goodwin  01:22:03 Conclusion and Upcoming Episodes    This episode is brought to you by Legends Global.   Legends Global is the premier partner to the world's greatest live events, venues, and brands. Legends Global delivers a fully integrated suite of premium services—from feasibility and consulting to venue management, sales, merchandise, hospitality, partnerships, content and booking. The company's white-label approach keeps partners front and center while leveraging the power of their global network with more than 450 venues, 20,000 events, and 165 million guests annually. Learn more at LegendsGlobal.com.     Guest bio: Hugh Jones   Chief Executive Officer   Every executive has to place bets in order for the value propositions to remain relevant to the customers, but not every bet has to work. Hugh believes that executives learn by both our successes and our failures. That philosophy has served Hugh well over the years since joining RELX in 2011, following the purchase of Accuity where he was Chief Executive Officer. In addition to leading Accuity to become one of the world's largest and most significant companies in the payment routing and Anti Money Laundering sectors, Hugh has also led Fircosoft, NRS, I.C.I.S, Estates Gazette (EG) and Cirium; and before joining RX he was Global Managing Director within the Risk and Business Analytics Division.   Hugh's philosophy has seen him lead large scale acquisitions and subsequent integrations of many companies that now reside and prosper within the RELX portfolio. Hugh joined RX as CEO at the start of 2020, bringing with him plenty of experience in public company protocol and all facets of business management including P&L oversight, talent development, forecasting, sales execution, technology innovation and product discovery, launch and growth.   Hugh's experience has been invaluable in navigating RX's response to challenges and his strategic understanding of technological innovation has accelerated the use of digital and data products and services across RX events, as an ongoing core component of RX face to face events. Passionate about building a culture of collaboration, exploring, risk taking, accountability and courage, Hugh champions the creation of a psychologically safe and inclusive workplace for all.  versed in public company protocol and all facets of firm management including P&L oversight, talent development, forecasting, sales, technology and product innovation, discovery, launch and growth.   A mélange of exceptional investment and overall management qualifications, combined with superior analytical leadership. Accustomed to and effective in high-profile executive roles, making high-stakes investment decisions with world-class clients and customers. Versed in leading investor forums at a publicly traded firm, commercializing data streams, contributing forward-thinking vision and overcoming complex business obstacles.   More than two decades of experience building corporate value by creating rich data streams that provide new solutions to difficult corporate challenges. Successful at developing and coaching top executive teams, leading sales efforts, and negotiating complicated corporate and functional business deals with financial institutions, corporations and governmental agencies.  • Member of the Young President's Organization (YPO) since 2009 • Served on numerous Boards for the benefit of Private Equity firms • Winner of the 2013 Ernst & Young Entrepreneur of the Year Award in Financial Services for the Midwest Region • Holds a BA in economics from Yale University cum laude and an MBA from the University of Michigan  Guest bio: Tommy Goodwin is Executive Vice President for the Exhibitions & Conferences Alliance (ECA), the advocacy association for the business events industry. In this role, he leads ECA's work on behalf of the interconnected ecosystem of exhibitors, event and meeting organizers, suppliers, venues, and destinations that comprise the global business events landscape.     Prior to joining ECA, Tommy spent more than 20 years leading social impact, member value, public affairs, and international engagement efforts for several globally recognized associations and corporations, including Oracle, AARP, and the Project Management Institute (PMI). Additionally, he was a research fellow at Harvard Business School focused on the international political and legal environment in which businesses and social enterprises operate.     Tommy has a B.B.A. from The George Washington University, an M.B.A. from Auburn University, and a Postgraduate Diploma in European Union Law from King's College London. He also holds several certifications including a Project Management Professional from PMI, a Certified Meeting Planner from the Events Industry Council, and a Certified Association Executive from the American Society of Association Executives (ASAE).     Recognized by The Hill in its list of association "Top Lobbyists" every year since 2020, Tommy was also named a "Leading Association Lobbyist" by CEO Update/Association TRENDS in 2023. He has also been elected as a Fellow by ASAE (2022), named an "Association Innovation Leader" by DCA Live (2022), received the "Industry Support Award" from Trade Show News Network (2022), and recognized as an events industry "Changemaker" by MeetingsNet (2022).     Tommy currently serves on the advisory boards of Factum Global and The Iceberg. He is also a past president of the National Institute of Lobbying & Ethics and a past chair of ASAE's Executive Management Professionals Advisory Council and Advocacy Council.    Host bio: Danica Tormohlen    Meet Danica Tormohlen, a dynamic force in the trade world who's been telling compelling stories for more than 30 years. As VP of Group Content at Informa, she's the mastermind behind Trade Show News Network, bringing the pulse of the industry to life. When she's not crafting engaging content, you'll find her behind the microphone hosting the Trade Show Talk podcast, where she chats with industry movers and shakers.    A proud Mizzou Journalism School grad (go Tigers!), Danica has left her mark across the events industry landscape, from SISO to Trade Show Executive. Her trophy shelf sparkles with journalism awards, but what really gets her excited is breaking new ground for women in the industry. As a founding member and current president of the Women in Exhibitions Network North America, she's passionate about lifting others up while climbing the ladder herself.    When she's not reporting on trade shows and events, you'll spot Danica pounding the pavement as an enthusiastic runner or rolling up her sleeves with the National Charity League, proving that giving back is always in style. Her secret sauce? A perfect blend of journalistic integrity, industry insight, and boundless energy.     Catch Danica's latest thoughts on LinkedIn and X, where she's always sharing industry insights with a personal twist.   

Robert Troy, Minister for Financial Services, responds to new report from Central Bank showing average motor insurance premiums rose by 9% last year.

Christian Widhalm, CEO of Bloom Credit, joins the latest episode of Extra Credit to unpack the evolving landscape of credit data furnishment. Christian shares how Bloom is tackling the limitations of legacy credit reporting formats — originally designed for traditional products and monthly cycles — and helping lenders report both conventional and alternative data more accurately and in real time. The conversation covers the rise of BNPL, the promise of transactional data for underserved consumers and regulatory headwinds shaping open banking. Widhalm also weighs in on why traditional credit data isn't dead — despite the hype — and how FinTech partnerships are accelerating innovation across the lending ecosystem.

In this episode, I got to catch up with three amazing Triad members — Gary Hansen, Jaris Hansen, and Josh Cumrine — to break down how they turned a founder-led firm, Retirement Planning Center of the Rockies, into a team-driven business that's tripled in size over the past three years, now closing in on $40 million of new assets in 2025.Gary started this thing back in the '70s as a one-man insurance practice. Fast forward a few decades, and his son Jaris and son-in-law Josh are now running the next chapter. But it wasn't always smooth sailing. For years, they were grinding — three advisors running three different playbooks, sitting in every client meeting, and doing everything themselves. The effort was there, but the structure wasn't. They were growing busier, not bigger.Then in 2022, everything shifted. They stopped running three different playbooks and decided to run one. They quit selling products and started leading clients through a clear, repeatable process. They put the right people in the right seats and built systems that gave clients confidence and their team freedom.Today, RPC isn't just a family business. It's a growing legacy — built on values, powered by structure, and set up to keep scaling for generations to come.3 of the biggest insights from RPC Financial…1.) From Chaos to Clarity — How Structure Unlocked GrowthFor years, each advisor ran their own show. Once they unified under one brand and clarified responsibilities, the firm took off. Structure created consistency and consistency created scale.2.) The Mindset Shift That Led to a 95% Close RateWhen they stopped “selling products” and started leading clients through a proven process, everything changed. By the second meeting, 95% of qualified prospects were saying yes — without doing any upfront planning for free.3.) Building a Brand That Connects and Keeps EvolvingWords matter. The language your team uses shapes how people see and trust you. By creating their Summit Retirement Guide and using simple, powerful language like “confidence in the path ahead” and “sleep well at night,” RPC built a message clients actually remember. And the best part? They're still refining it, making sure their brand grows right alongside their business.SHOW NOTEShttps://bradleyjohnson.com/140FREE 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. 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. TP10254897290See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Host Jeremy C. Park talks with Kenton Harvill, Commercial Property and Casualty Broker with Higginbotham Insurance, who highlights the partnership with cityCURRENT and the shared commitment to community service and engagement. Kenton shares insights about his role as an insurance broker, highlighting the advantages of being a broker with many tools to help clients and the importance of proactive risk management services provided throughout the year. The conversation concludes with discussions about Higginbotham's core values, the value of mentorship in the insurance industry, and key trends in workers' compensation insurance for business owners.SummaryHigginbotham's Partnership with cityCURRENTKenton Harvill, Commercial Property and Casualty Broker at Higginbotham Insurance and Financial Services, discusses the company's longtime title partnership with cityCURRENT. Kenton highlights Higginbotham's commitment to community service, one of their core values, and praises cityCURRENT for its role in facilitating this mission. He highlights how Higginbotham is an employee-owned and customer-inspired insurance and financial services broker that specializes in business insurance, employee benefits, personal insurance, life insurance, risk management and more.Insurance Broker Role and BenefitsKenton explains how his insurance broker role differs from direct writers by working directly with and for clients rather than for a specific insurance company, allowing him to provide custom insurance programs and more comprehensive risk management services. He emphasizes the value of being proactive throughout the year, not just at policy renewal, and highlights the advantage of having access to multiple insurance carriers to find the best fit for clients. Jeremy notes the importance of brokers' tools and negotiation power, particularly given Higginbotham's size, which enables them to secure competitive rates for clients.Higginbotham's Community Impact InitiativesKenton discusses Higginbotham's core values, particularly their commitment to being generous to their communities and support for employees. He highlights the company's impact through initiatives like the Higginbotham Community Fund and partnerships in various states, including their involvement in events like the Kids Dental Day and Shoe Distribution hosted in Nashville, Tennessee. Kenton shares a personal experience from the Kids Dental Day and Shoe Distribution where he witnessed the joy of children receiving dental care and new shoes, emphasizing the fulfillment of making a positive impact on the community.Insurance Career Mentorship OpportunitiesKenton shares his positive experience working at Higginbotham, where the company invests significantly in broker training and development. He emphasizes the importance of mentorship and guidance, particularly for young professionals entering the insurance industry, which he believes is often overlooked as a career choice but offers great opportunities for entrepreneurial and self-starting individuals. Jeremy agrees on the value of mentorship and encouraged young professionals to consider the insurance industry.Networking and Workers' Comp InsightsKenton discusses the importance of networking for young professionals, emphasizing the value of building genuine connections and being involved in community events. He highlights the often-overlooked area of workers' compensation as a key trend in the insurance industry, noting that business owners have significant control over their premiums and can benefit from expert guidance to reduce costs. Kenton encourages mid-sized business owners to review their workers' compensation coverage and offers his contact information for further discussions.Visit https://www.higginbotham.com to learn more about Higginbotham or email Kenton Harvill at kharvill@higginbotham.com.

Citigroup CEO Jane Fraser and Barclays CEO CS Venkatakrishnan discuss the impact AI will have on financial services, private credit, and private markets. Fraser and Venkatakrishnan spoke with Bloomberg's Francine Lacqua.See omnystudio.com/listener for privacy information.

Kenny has worked with over 600 franchise brands in more than 100 industries. As an expert on franchise evaluation, he is able to identify the best ways to deploy capital into franchise ownership to maximize return on investment and operations. Kenny is a Certified Franchise Executive (CFE), with the International Franchise Association (IFA).After getting his degree in Financial Services from San Diego State University, Kenny started his career at Merrill Lynch as a financial advisor. While there, he earned his FINRA Series 7 and Series 66 licenses and worked with high-net-worth individuals, helping them grow and preserve their wealth.

With a desire to help people build and grow wealth through entrepreneurship, Kenny joined the world's largest franchise brokerage. He helped people learn about franchising, recommended specific franchise options based on their criteria, and coached them through the evaluation and purchase process. He then founded Semfia, a franchise brokerage focused on income-producing and manager-run franchises.Kenny's views on franchising have been featured in Business Insider, Forbes, ABC, The Hustle, American Express, the Amazon feature book, “More Than Just French Fries,” and other publications worldwide, in total reaching over 300 million people throughout the world. Connect with Kenny Rose:Website: www.franshares.com LinkedIn: https://www.linkedin.com/company/franshares/ Instagram: https://www.instagram.com/franshares/ Twitter: https://twitter.com/franshares Facebook: https://www.facebook.com/FranShares TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152

Snowflake is transforming how enterprises harness the power of data and AI through innovation, security, and collaboration. Christian Kleinerman, Executive Vice President of Product, joins Inside the ICE House to share how the company's launch of Cortex AI for Financial Services is unlocking new levels of efficiency and insight for customers. He discusses how Snowflake's open ecosystem, trusted governance, and deep partnerships with leaders like Microsoft, Anthropic, and OpenAI are shaping the future of the AI Data Cloud and redefining what's possible for businesses worldwide

My Interview with Sergej Kunz, Co-Founder of 1inch.  - DeFi trading volumes soar amid Bitcoin's all-time highs  - How 1inch is bridging the gap between CeFi and DeFi through aggregation and APIs  - The Coinbase–1inch partnership and what it means for Web3 adoption  - Hyperliquid's rapid rise — and what it reveals about DeFi simplicity  - Decentralization, security, and the evolving role of KYC in trading  - U.S. regulatory shifts that are shaping the next phase of DeFi growth  - Why institutional players are increasingly entering the decentralized space Powered by Phoenix Group The full interview is also available on my YouTube channel: YouTube: http://bit.ly/3LtUO7P      

A cooling labor market should tee up more Fed rate cuts and support risk assets. Michel Dilmanian, Portfolio Strategist with the BlackRock Investment Institute, explains the updates we've made to the macro scenarios that inform our risk stance.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.BIIM1025U/M-4936452

In this episode of the Investor Fuel Podcast, host Michelle Kesil interviews Jeffrey Taylor, a financial services expert with 37 years of experience. Jeffrey discusses his approach to educating real estate investors on managing property equity, increasing cash flow, and eliminating debt. He emphasizes the importance of understanding amortization tables and offers strategies for doubling cash reserves and creating wealth without market losses. The conversation also covers the significance of building relationships with realtors and the educational resources available for clients.   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   —--------------------

Key Chapters0:00 – Introduction2:15 – Why financial advisors should focus on business-owner clients5:10 – The challenges of illiquid wealth and how advisors can solve them9:00 – How Raymond James connects wealth management and investment banking12:40 – Building deeper COI relationships with attorneys and accountants17:25 – Why understanding business valuation matters for every advisor22:40 – Raymond James' unique culture and the “village” behind the success28:10 – How collaboration with investment bankers expands advisor opportunity33:30 – Why this approach is the future of growth for independent advisorsResources: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.comConnect with Ken Grider: Ken.Grider@RaymondJames.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

In this episode of the Real Estate Pros podcast, Kristen interviews Bryce Bush, a seasoned entrepreneur in the real estate industry. Bryce shares his diverse background, starting from a contractor to becoming a general partner at DDT Wealth LLC, focusing on hard money lending and financial services. He discusses his mindset towards business, the importance of incorporating financial services into real estate, and his mission to empower veterans through real estate investments. Bryce emphasizes the significance of personal connection in leadership and offers valuable advice for aspiring entrepreneurs.   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   —--------------------

Live from Future Proof, I sat down with my friend Dr. Daniel Crosby to talk about the psychology behind the fastest-growing advisors in our industry.Daniel had spent time with a number of Triad members who were doubling, tripling, even quadrupling their firms — and he wanted to understand what was driving that kind of growth. What he found wasn't a secret tactic or marketing hack. It was mindset.In this conversation, we get into what separates advisors who stay stuck from those building thriving, high-growth firms built on belief, culture, and intention. We talk about how mindset drives growth, how language creates culture, and what it really takes to go from being a great advisor to being a great CEO.3 of the biggest insights from Brad Johnson & Daniel Crosby…#1.) Growth Starts with Mindset, Not MarketingI see a lot of advisors use the term “lifestyle practice” as a way to justify staying small. The truth is, that mindset keeps you stuck. If you want to attract top talent and grow something meaningful, you've got to think more like a professional sports team—always recruiting, always building, always chasing the next level.#2.) What Culture Really Means (And How to Build It)Everyone talks about culture, but few people actually define it. To me, real culture lives at the intersection of growth and belief. It's not top-down—it's built through shared language, lived values, and the behavior you model every day. You can't just write it on the wall; you've got to be it.#3.) The Path from Advisor to CEOIf you want to scale beyond yourself, you've got to evolve how you think and lead. I walk through the four stages every advisor goes through—from “advisor in charge” to true CEO—and how each stage requires more structure, more delegation, and a team that's empowered to think, not just execute.SHOW NOTEShttps://bradleyjohnson.com/139FOLLOW 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. TP057272 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Brianna Johnson. A dynamic entrepreneur and founder of Legend Life Financial. Here's a breakdown of the key highlights and insights from the episode:

Key Highlights:00:00 – Introduction01:05 – Optimizing tech stacks and increasing valuation03:17 – Defining client loyalty and retention04:23 – How CRMs improve onboarding, notes, and communication06:39 – Using data to strengthen relationships and trust08:23 – How to future-proof your advisory business10:12 – Building data hygiene and integrated systems16:59 – Finding efficiency gaps and scaling intelligently17:22 – The compounding power of technology19:06 – Advisor transitions, CRM agnosticism, and closing thoughtsResources: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