Podcasts about Financial services

Our expert host, Simon Taylor, is joined by some great guests to get under the skin of the debate into who is currently leading the fintech revolution. With the recent success stories of Chime, Current, Bond, Unit, Ramp, Brex, Persona, Alloy, Plaid, MX, and many many more – there's a velocity to the USA right now. However it has also been argued that the US are late to the party and Europe was having this glut of success 3-5 years ago and the US are just catching up. So with this in mind – we're asking who is currently ahead when it comes to fintech, the USA or Europe? This week's guests include: Peter Lord, CEO, Codat Amon Ghaiumy, Co-Founder, Ophelos Valentina Kristensen, Director, Growth & Communications, OakNorth All of this and much more on today's episode! This episode is sponsored by Primer. Primer is the world's first automation platform for payments. With Primer, merchants and developers have all the underlying infrastructure and "lego blocks" they need to build the best buying experiences for their customers. Learn more and book a demo at primer.io (https://primer.io/?utm_source=11fs&utm_medium=referral&utm_campaign=fintech_insider_) This episode is sponsored by Fintech Meetup. Join Fintech Meetup, the world's largest fintech meetings-only event! That's right - no speakers or content….just 30,000+ double opt-in online meetings that result in Deals, Partnerships and Funding. Meet 3,000+ participants from Fintechs, Banks, Credit Unions, Community Banks, Investors, Networks, Solution Providers, Tech cos, Retailers & Merchants and many others! Online, March 22-24. Learn More & Get Your Ticket (https://fintechmeetup.com/) Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. Hosted by a rotation of 11:FS experts including David Brear, Simon Taylor and Jason Bates, who are joined by a range of brilliant guests. We cover the latest global news, bring you interviews from industry experts or take a deep dive into subject matters such as APIs, AI or digital banking. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: www.twitter.com/fintechinsiders where you can ask the hosts questions, alternatively email podcasts@11fs.com! Special Guests: Amon Ghaiumy, Peter Lord, and Valentina Kristensen.

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Watch the Full Episode for FREE:  https://londonreal.tv/ben-mincu-building-transparent-decentralised-financial-services-that-bring-freedom-opportunities-for-all/ 

LM Stamper's (“Stamp”) mission is to help educate the general public about the laws of money so they can make better, more informed decisions regarding their finances.Stamp received his degree in Management Information Systems with a minor in Business from Texas Tech University and went on to study at The American College for Financial Services. Stamp has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.Stamp oversees a successful team of financial advisors at his Fort Worth office, mentoring and assisting with client interaction and plan development. He is also The Living Balance Sheet® go-to person and trainer for his office. Using a powerful model that begins with education first, Stamp helps his clients move toward a position of financial independence in their lives. His value to the public lies in his desire to educate his clients first and to help provide them with the appropriate financial tools they need to achieve proper financial balance.Stamp grew up as an Army brat, traveling the world with his family from Los Angeles, to Lubbock, to Austin, to Germany.He's thankful to have seen what the world has to offer and now proudly makes Texas his home with his beautiful wife and daughter.In his spare time, Stamp can be found painting, enjoying good movies, cooking, listening to music, watching sports and mentoring his Little Brother via the Big Brothers Big Sisters program. Still, his favorite activity outside of the office is fantasy football I. He's the commissioner of his league with good friends of over 24 years, and he says it never seems to get old.Learn More: https://lmstamper.com/Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-retirement-planning-for-women

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Our expert hosts, Benjamin Ensor and Nasir Ahmad, are joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This week's guests include: Samim Abedi, Chief Investment Officer at Wahed Kate Drew, Director of Research, CCG Catalyst We cover the following stories from the fintech and financial services space: Fintech Brex confirms $12.3B valuation, AND snaps up Meta exec to serve as its head of product - 2:50 Wahed Debuts First Shariah-Compliant and ESG-Aware ETF on Nasdaq - 14:50 Business banking startup Qonto raises $552 million at $5 billion valuation - 29:14 Revolut launches as a bank in 10 Western European countries - 35:45 UK FS regulator takes aim at cloud giants - 47:14 Citi to sack unvaccinated staff at the end of the month - 48:42 UK parliament launches crypto group - 50:50 A technical issue sees a bank accidentally hand out £130m on Christmas morning - 52:40 This episode is sponsored by Primer. Primer is the world's first automation platform for payments. With Primer, merchants and developers have all the underlying infrastructure and "lego blocks" they need to build the best buying experiences for their customers. Learn more and book a demo at primer.io (https://primer.io/?utm_source=11fs&utm_medium=referral&utm_campaign=fintech_insider_) This episode is sponsored by Fintech Meetup. Join Fintech Meetup, the world's largest fintech meetings-only event! That's right - no speakers or content….just 30,000+ double opt-in online meetings that result in Deals, Partnerships and Funding. Meet 3,000+ participants from Fintechs, Banks, Credit Unions, Community Banks, Investors, Networks, Solution Providers, Tech cos, Retailers & Merchants and many others! Online, March 22-24. Learn More & Get Your Ticket (https://fintechmeetup.com/) Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. Hosted by a rotation of 11:FS experts including David Brear, Simon Taylor and Jason Bates, who are joined by a range of brilliant guests. We cover the latest global news, bring you interviews from industry experts or take a deep dive into subject matters such as APIs, AI or digital banking. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: www.twitter.com/fintechinsiders where you can ask the hosts questions, alternatively email podcasts@11fs.com! Special Guests: Kate Drew and Samim Abedi.

Theology and Your Well-Lived Life Episode 142 Today's podcast episode is the third in a new series titled “A Well-Lived Life.” In this series, you will learn what a well-lived life is and how the definition shifts depending on your culture, race, generation, and/or gender. Today we discuss how your religious upbringing can influence your money mindset.  My guest is Lindsey Lewis, MBA, ChFC®, CFP®, Director of the Center for Women in Financial Services at the American College for Financial Services. We met at the CFP Diversity Summit and share a passion for empowering women and young girls. In this episode, we discuss Lindsey's religious upbringing and how being raised a Mormon impacted her view of a well-lived life. If you have ever felt conflicted about what your parents taught you when it comes to money, this podcast is for you. Read more about Lindsey here. Here are 5 things you will learn by listening to this episode: The role of your life purpose in defining a well-lived life The importance of knowing and articulating your “why” for giving How different religions talk (or don't talk ) about money A technique to help you save for your future self  How the Center for Women in Financial Services can help you Want to connect with Lindsey Lewis? Here's how:  LinkedIn Center for Women in Financial Services  Twitter, Instagram, Facebook     A special thank you to our episode sponsor, Halbert Hargrove.     This episode is sponsored by Halbert Hargrove, an advisory firm that believes in the fearless pursuit of well-lived todays and tomorrows. For 85 years, our advisors have worked to help our clients reach their financial goals, and as fiduciaries, we act in their best interests at all times. For help with your well-lived life, visit www.HalbertHargrove.com. Still want to participate in the January Negotiation with Confidence Master Class? Includes 1:1 coaching and group coaching, 10 video lessons, handouts, tips sheets, and a community of like minded women. Get all the details here. Contact me now to see if I can squeeze you into the course!  .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast!

My guest today, is Jillian Flodstrom! Jillian will be sharing with us on Scaling Your Small Business with a Weekly Review! As a 7-Figure Entrepreneur Jillian has created, launched, and built five different businesses in three different industries!  As founder of FND Insurance and Financial Services, LLC, her current business is one of the elite few that was chosen in all of the state of Washington to be the preferred provider of the Washington Health Benefit Exchange and has been featured regularly in the media.  Jillian shares what you can do with your weekly review regardless of the amount of time you have in your week, and how a weekly review can reduce your stress and allow you to start your week off feeling good!  Find out more about Jillian and follow her on Instagram @jllianflodstrom Sign up for my Masterclass - “How I Closed 52K in Sales in 16 Days!” >>https://www.healthystepswithnicole.com/52k-in-16-days

“Help others reach their full potential.” - Jill NowackiThank you for tuning in to episode 126 of The CUInsight Experience podcast with your host, Randy Smith, co-founder of CUInsight.com. This episode is brought to you by Humanidei. Humanidei helps credit unions build inclusive cultures that attract, develop, and retain talent.My guest on today's show is Jill Nowacki, the President & CEO of Humanidei + O'Rourke, who also happens to be my human. In this episode, Jill shares her passion for people, the knack she has for understanding people. She believes that credit unions can only get their mission right if they get their people right. Jill's love for credit unions as tools to eradicate global poverty is reflected in the work she does to support the talent in the credit union movement. As we dive into the episode, Jill shares about voice of the employee research, and the need for career planning. She believes that without a clear career path, employees can feel like they're not being included in the organization. Clear performance feedback is another key that Jill explains is critical in employee development. She shares her own experiences with feedback and fostering trust in employees. Jill's go-to in a performance discussion is to ask questions: what happened, were there clear expectations, and how are you doing personally.Jill and I chat about teams, hiring, board members, and people reaching their full potential. Jill shares two critical components that make a good CEO, bringing insight as someone who built a career around developing people in credit unions. In this kickoff episode of season 4, you'll hear the last time Jill was amazed, the best advice she received, and how she creates balance in life. Enjoy my conversation with Jill Nowacki!Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts, Spotify, Stitcher Books mentioned on The CUInsight Experience podcast: Book List How to find Jill Nowacki:Jill Nowacki, President & CEO of Humanidei + O'Rourkejill@humanidei.comwww.humanidei.comJill: LinkedIn | Instagram | Twitter | MediumHumanidei: Instagram | Twitter 

Our expert host, Simon Taylor, is joined by some great guests to look a the banking sector in the USA – in association with Temenos. Where once the American banking sector was dominated by the biggest names on Wall Street - we've seen major evolution in recent years; following changes in regulation and smart new ideas from both news players and incumbents looking to shake things up. So what have been the successes so far? What has proved challenging? And what's next for the banking sector in the USA? This week's guests include: * Dan Henry, CEO, Green Dot * Jacqueline White, President - Americas, Temenos * Vlad Lounegov, CEO, Mbanq All of this and much more on today's episode! This episode is sponsored by Primer. Primer is the world's first automation platform for payments. With Primer, merchants and developers have all the underlying infrastructure and "lego blocks" they need to build the best buying experiences for their customers. Learn more and book a demo at primer.io (https://primer.io/?utm_source=11fs&utm_medium=referral&utm_campaign=fintech_insider_) This episode is sponsored by Fintech Meetup. Join Fintech Meetup, the world's largest fintech meetings-only event! That's right - no speakers or content….just 30,000+ double opt-in online meetings that result in Deals, Partnerships and Funding. Meet 3,000+ participants from Fintechs, Banks, Credit Unions, Community Banks, Investors, Networks, Solution Providers, Tech cos, Retailers & Merchants and many others! Online, March 22-24. Learn More & Get Your Ticket (https://fintechmeetup.com/) Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. Hosted by a rotation of 11:FS experts including David Brear, Simon Taylor and Jason Bates, who are joined by a range of brilliant guests. We cover the latest global news, bring you interviews from industry experts or take a deep dive into subject matters such as APIs, AI or digital banking. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: www.twitter.com/fintechinsiders where you can ask the hosts questions, alternatively email podcasts@11fs.com! Special Guests: Dan Henry, Jacqueline White, and Vlad Lounegov.

This is a crucial episode that we wanted to share with you again. Understanding what drives and drains you is so crucial if you want to lead from a posture of health. In this episode Alan talks to another leadership coach and consultant about why knowing what drives and drains you is crucial if you want to become a leaders worth following. About Chris Chris Coultas serves as Vice President, Product Innovation, at Leadership Worth Following, LLC. In this capacity, Chris focuses heavily on data management and infrastructure, process improvement, predictive talent analytics, new product development, and cutting-edge research in the fields of leadership, assessment, development, coaching, and talent management. Much of his research focuses on the intersection of values, cognition, teamwork, and leadership. Most recently, he has led a firm-wide initiative to develop a proprietary tool for assessing drivers, motives, and values in leadership. Since joining LWF, Chris has built an expanding team of researchers and analysts and has overseen key hires in these areas. Additionally, he is responsible for developing and leveraging our Science Advisory Board for key insights, wisdom, and guidance. In his role as a consultant, Chris conducts remote and in-person leadership assessments at a variety of organizational levels, ranging from manager to executive, in a variety of industries (e.g., Manufacturing, Retail, Financial Services). He leverages tools such as 360-degree feedback, client interviews, assessment centers, and psychometrics to provide data-driven insights into leaders' strengths, opportunities, motivators, and blind spots. Additionally, Chris has designed and delivered several workshops that incorporate recent research into the role that leadership values have on outcomes such as personal brand, engagement, customer service, collaboration, and organizational culture. Connect with Chris Driven Not Drained Twitter Level your leadership in 2022 Purchase a Right Side Up Journal Schedule your FREE breakthrough coaching session Invest in your leadership by joining free Right Side Up Community

In their lifetime, the average American works 90,000 hours. That astonishing amount exemplifies why it's critical to pick a career that fulfills both your passion and your purpose. But what if you don't know what that career should be? In this episode of PCTY Talks, Ginny Clarke and host Shari Simpson discuss how you define for yourself what your career looks like through self-reflection, competencies and resume writing techniques. Guest: Ginny Clarke, CEO | Talent Strategist | Organizational Builder Ginny Clarke was Director, Executive Recruiting at Google from August 2016 until November 2020. In this role, she led the Diversity, Internal Mobility and the Non-tech Recruiting teams. Her team of North American recruiters found and hired senior leaders (Directors +) for finance, sales, marketing and other G&A functions across Google. Before Google, Ginny was a Partner at Spencer Stuart, the global executive search firm, based in Chicago. For 12 years, she worked in the firm's Financial Services and Financial Officer Practices, and co-founded and led Spencer Stuart's Global Diversity Practice. She left Spencer Stuart to write a book titled Career Mapping: Charting Your Course in the New World of Work, which was published in 2011. The book provides a framework that empowers individuals to plot and assess their professional competencies, and strategically navigate their careers. After the book was published, Ginny ran her own executive search and talent management firm for 3 years before becoming a Senior Partner for Executive Search in the U.S. at Knightsbridge, a Canadian human capital solutions firm. Mentioned in the episode: Website: GinnyClarke.com Book: Career Mapping Podcast: Fifth Dimensional Leadership

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Atiya S. Brown aka The Savvy Accountant is a CPA, CA, and a Certified Financial Educator Instructor. She is dually licensed in both Canada and the USA as a Certified Public Accountant. She has over 16 years of experience in the accounting/finance world. She is the owner of The Savvy Accountant® where she is savvy at solving tax issues for her clients. She has, to date, saved them over $4MM in tax savings with her tax strategy plans and tax help. She has a special place in her heart for the real estate industry and works a lot with agents and investors as well as small online business owners. Prior to that, she worked for 5 years at a Big 4 Accounting Firm before she went on to work in the Financial Services industry. In this episode of Rich by Intention you'll learn: The tax benefits of a side hustle or business Steps you take when opening a business When couples should file separately vs. jointly Connect with Atiya Brown: Instagram: https://www.instagram.com/thesavvyaccountant Website: www.thesavvyaccountant.co Connect with us: Instagram: @richbyintention  Twitter: @richbyintention  Get our free e-guide, Managing Money with Intention, click here 

Pam Malhotra has over 17 years of experience in the Financial Services industry as well as an expansive real estate investment business, She is a cutting-edge Financial Literacy Consultant, Coach and Public Speaker. Additionally, she draws influence from 13 years in the Mortgage Industry, holds a Real Estate License, a Financial Planning Designation and specializes in home design, renovation and Real Estate strategy. She is the Founder and CEO of What the Financial, a financial literacy coaching business to help Canadians achieve financial freedom and financial empowerment.   Instagram: https://www.instagram.com/whatthefinancial/?hl=en Linkedin: https://www.linkedin.com/company/what-the-financial/

The pace of digital transformation in Financial Services continues in 2022. Find out how the landscape is changing and get a primer on the latest technology trends in the vast FSI space from an industry expert. Hear from Diane Saucier, Pure's Financial Services Director, about the challenges modern finance and fintech institutions are facing during this turbulent period of time. We discuss the key industry players across multiple segments and the impact that new disruptive entrants into the FSI space are having on established firms. We also discuss the important role data plays at the heart of meeting the needs of both traditional and modern customers, while adhering to regulatory, compliance, security and time to market needs. For more information on Pure Storage solutions for Financial Services: https://www.purestorage.com/solutions/industries/financial-services.html.

Our expert hosts, Benjamin Ensor and Deepa Anikhindi , are joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This week's guests include: Abba Newbery, Chief Marketing Officer, Habito Wiza Jalakasi, VP, Developer Relations, Chipper Cash We cover the following stories from the fintech and financial services space: Fintech bosses accuse Starling Bank's Anne Boden of stifling innovation 2:57 Chinese giant Tencent joins backers of £3.3bn digital bank Monzo 15:16 Habito offers mortgages for up to seven times person's salary 27:03 Fintechs in Africa continue to overshadow all other startups in funding gained 37:39 ING announces exit from French retail banking market 49:41 Hong Kong Fintech Unicorn WeLab To Enter Increasingly Crowded Indonesian Digital Banking Market 50:56 Fintech-focused Ribbit Capital raises $1.15B 52:30 BlackBerry: End of an era as company pulls plug on iconic handsets 53:50 This episode is sponsored by Primer. Primer is the world's first automation platform for payments. With Primer, merchants and developers have all the underlying infrastructure and "lego blocks" they need to build the best buying experiences for their customers. Learn more and book a demo at primer.io (https://primer.io/?utm_source=11fs&utm_medium=referral&utm_campaign=fintech_insider_) Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. Hosted by a rotation of 11:FS experts including David Brear, Simon Taylor and Jason Bates, who are joined by a range of brilliant guests. We cover the latest global news, bring you interviews from industry experts or take a deep dive into subject matters such as APIs, AI or digital banking. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: www.twitter.com/fintechinsiders where you can ask the hosts questions, alternatively email podcasts@11fs.com! Special Guests: Abba Newbery and Wiza Jalakasi.

Anirudh Singh sits down with the one and only Daniel Vogel, Co-Founder and CEO of Bitso, the leading crypto-services provider in Latin America. Bitso is committed to the development of efficient, competitive, accessible and inclusive financial services in Latin America, and Daniel is among the youngest entrepreneurs and leaders in the region. In this episode, they discuss Dan's introduction to Bitcoin and cryptocurrencies, how an unsuccessful remittance startup helped with the genesis of Bitso, Bitso's growth and international expansion, and much more! Daniel Vogel: Daniel is co-founder and CEO of Bitso, the leading crypto-services provider in Latin America. Bitso is committed to the development of efficient, competitive, accessible and inclusive financial services in Latin America, and Daniel is among the youngest entrepreneurs and leaders in the region. Daniel holds two degrees from Stanford University (BA in Economics, BS in Computer Systems Engineering) and a Master's degree in Business Administration (MBA) from Harvard Business School. During his academic career, he presided various student societies such as the Society for Entrepreneurship in Latin America, the Bitcoin Club, the LatAm Club, the Aviation and Aerospace Club, among others. At Stanford he was elected by his colleagues to be a member of the Class Cabinet. Prior to co-founding Bitso, Daniel worked for Silicon Valley's Quantcast, where he developed a real-time bidding system, a product that would later go on to become the company's main source of income. In 2016, he was included in the MIT Technology Review's "Innovators under 35 Mexico 2016" award. His work at Bitso has been recognized by Endeavor (Global Endeavor Entrepreneur), MassChallenge (2016 Gold Winner), and the President of Mexico (Digital Leader Mexico), among others. For more FinTech insights, follow us below: Medium: medium.com/wharton-fintech LinkedIn: www.linkedin.com/company/wharton-fintech-club/ WFT Twitter: twitter.com/whartonfintech Anirudh's Twitter: twitter.com/avsingh_24

Our expert hosts, Benjamin Ensor, Gwera Kiwana, and Alex Hooper got together to discuss their predictions for fintech in 2022 – as well as revisiting the predictions previously made for 2021. Will we see the rise of the global south? Could variable recurring payments silence the critics of Open Banking? Or will direct-to-consumer fintechs target more specific audiences? Tune in to hear how last year's predictions went and the big themes to look out for this year! This episode is sponsored by Primer. Primer is the world's first automation platform for payments. With Primer, merchants and developers have all the underlying infrastructure and "lego blocks" they need to build the best buying experiences for their customers. Learn more and book a demo at primer.io (https://primer.io/?utm_source=11fs&utm_medium=referral&utm_campaign=fintech_insider_) Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. Hosted by a rotation of 11:FS experts including David Brear, Simon Taylor and Jason Bates, who are joined by a range of brilliant guests. We cover the latest global news, bring you interviews from industry experts or take a deep dive into subject matters such as APIs, AI or digital banking. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: www.twitter.com/fintechinsiders where you can ask the hosts questions, alternatively email podcasts@11fs.com!

Today's blockchain and cryptocurrency news Brought to you by ungrocery.com Bitcoin is down slightly at $42,279 Ethereum is down 1% at $3,222 and Binance Coin is down 1% at $452 Secret network, up 15% Frax share up 16% US Congress gears up for oversight hearing into crypto mining's effect on the environment. Tennis Australia is bringing the Australian Open to Decentraland Samsung brings flagship 837 store to Decentraland New York Department of Financial Services hires deputy superintendent for crypto.

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We discuss: How the pandemic has impacted the caregiving industry and how this will impact your financial future choicesTips on how to be best prepared for retirement for yourself and your loved onesAdvice for women in caregiver roles and how to ease those tensions with proper planning and strategy Resources: InvestmentNews | Christine Shaw |Voya Financial | Voya Cares | Jessica TumanGuest Bio: Jessica Tuman leads the Voya Cares® Center of Excellence, which serves the special needs community — including those living with disabilities and special needs and their caregivers — offering access to tailored financial wellness and retirement planning solutions. She led the development of the program from the ground up into a strong brand that has been recognized by caregiver.com, Wealth Management magazine, Disability:IN and the Disability Equality Index as a Best Place to Work for Disability Inclusion. Under her leadership, the Voya Cares program has developed into a strong brand and market differentiator for Voya Financial.Jessica brings over 20 years of experience in investment management strategy and solutions. She is committed to helping employers create a more diverse, inclusive and supportive environment for employees with disabilities and their caregivers. To help inform the program, she led groundbreaking propriety thought-leading research with global marketing research firm LRW on caregiving and the effect that it has on individuals and employers that helped raise awareness of and address the unique challenges faced by the special needs community. Jessica led the founding of the CEO Commission for Disability Employment, dedicated to leading the way to an inclusive workforce, and continues as a steering committee member. She also has advocated for the ABLE Act and other legislation that is designed to improve the quality of life for people with disabilities and provide equal opportunity and access to employment, recreation and education.Jessica has appeared on CNBC's Squawk Box, and her writing has been featured in The Street Retirement Daily, U.S. News & World Report, THRIVE GLOBAL, Market Watch, Investment & Wealth Monitor Magazine, Money Management Institute Journal of Investment Advisory Solutions, ThinkAdvisor, Barron's and InvestmentNews. She has authored a white paper on the unique elements of funding a special needs plan.Prior to joining Voya, Jessica worked at SunTrust Bank in Wealth and Investment Management and Deloitte Consulting (Banking and Capital Markets). She has a Bachelors degree in Biochemistry (Hons) from the University of Southampton and a Masters degree in Computation from the University of Manchester in the UK.

Starting your own IA is exciting, but some of the steps to get there can be challenging. In this Oyster Stew podcast, our experts discuss what motivates people to start their own RIA, what's involved from a high-level view, and some things we've seen that work and don't work.  

Contact Tim: tim.mullaney@wealthwave.comContact Barbara: barbara.tilka@wealthwave.comJoin the VIP Social communitySupport this podcast - Leave a review

The topic of this episode is, “What differences do women make in Congress?” My guest is https://gufaculty360.georgetown.edu/s/contact/00336000014RbbCAAS/michele-swers (Michele Swers), professor of American government at Georgetown University. She studies Congress, congressional elections, and women in politics. She has written a lot of research articles and book chapters, and also is the author of two books on women in Congress. The first one is titled https://amzn.to/3ozw9j8 (The Difference Women Make: The Policy Impact of Women in Congress). The second book is titled https://amzn.to/3Ho4URi (Women in the Club: Gender and Policy Making in the Senate). And, I would be remiss if I did not mention, she is the coauthor of https://amzn.to/3kEuRT2 (Women and Politics: Paths to Power and Political Influence). Kevin Kosar: Welcome to Understanding Congress, a podcast about the first branch of government. Congress is a notoriously complex institution, and few Americans think well of it, but Congress is essential to our republic. It's a place where our pluralistic society is supposed to work out its differences and come to agreement about what our laws should be. And that is why we are here: to discuss our national legislature and to think about ways to upgrade it so it can better serve our nation. I'm your host, Kevin Kosar, and I'm a resident scholar at the American Enterprise Institute, a think tank in Washington, DC. It is to Professor Swers we now turn to learn about women in Congress. Professor Swers, welcome to the program. Michele Swers: Thank you, Kevin. Thanks so much for having me. I'm a big fan of your podcast. Kevin Kosar: Oh, thanks for saying. Let's start with a really simple question. How many women are in Congress today? Michele Swers: So, right now you have 120 women in the House. Eighty-nine are Democrats, 31 are Republicans. And in the Senate, you have 24 women, 16 Democrats, 8 Republicans. From those numbers, you can tell that there are more women who are Democrat than Republicans. And that's because the number of women really started to increase in 1992, and people called that the Year of the Woman, but it was really the Year of the Democratic Women. It was Democrats who elected more women at that time. They had a pretty good year that year. Even in years where Republicans had good years, like 1994, they elected more women, but not a lot more women. In 2018, Democrats elected another Year of the Woman, but they elected more women of color. So there was a lot of attention to that. And that's when I'm sure your listeners know that Alexandria Ocasio-Cortez comes into the picture and Ayanna Pressley and some others. And then in 2020, Republicans did have a very good year. They went from 13 women to 31 in the House of Representatives, and they elected a greater mix of women and minorities. It was a good year from their perspective. But you can tell though that by these numbers, when Democrats are in charge, women have more access to the majority and seats of power. So women are about 40 percent of the Democratic caucus in the House, and that means they have some seniority level. In the House, on the Democratic side, anyway, committee assignments work based on seniority, so you have more women who have access to be chairs. So Rosa DeLauro, head of Appropriations, or Carolyn Maloney as the Oversight chair, Maxine Waters at Financial Services — important committees. On the other hand, for Republicans, women are only about 15 percent of their caucus. They've had a woman in the conference chair position for a very long time — obviously turnover with different women. Most recently, Liz Cheney was pushed out, and Elise Stefanik is now the conference chair. But they don't have as many women with seniority. There are not as many women who will reach those committee chairmanships when Republicans are in charge. Right now you do have Kay Granger at Appropriations. She's the ranking member, so maybe she'll...

In today's episode, I'm super excited to be joined by Phil M Jones, the author of the incredible book, Exactly What to Say: The Magic Words for Influence and Impact. I've studied influence for a long time, and I have to say, Phil's book is one of the best in the category. Not only is it packed with brilliant insights, actionable principles - it's also highly consumable and accessible enough that anyone can pour its teachings into their lives, and according to Phil, this is all by design. He sat down with us and shared what drove him to write the book, how and why he went completely against the grain in the writing, packaging and publishing of the book.    Phil M Jones is a Master of Influence and Persuasion, author of Seven Best Selling Business Books, including Exactly What To Say, and one children's picture book, producer of the most listened to non-fiction audiobook of all time. His precise insights around communication, added to a proven personal pedigree of peak performance and a richness of real-world experience mean that Phil is the kind of thought-leader whose counsel is sought by other thought-leaders. Best known for his international best-selling book, Exactly What to Say – The Magic Words for Influence and Impact and his vast experience as a professional speaker at conferences and events, what is often overlooked is the strategic intellect he provides behind the scenes for some of the world's biggest brands to understand their critical conversations and the success language required to maximize their effectiveness. To date, more than 800 different industries, across 59 countries and 5 continents have benefitted from his input. Trusted by dynamic and aspiring leaders in Healthcare, Real Estate, Automotive, Financial Services, SaaS, Home Improvement, Retail and many more – Phil is the kind of expert that achieves his success through the people he supports and adores seeing other people shine.    Influence is the ability to make our conversations count, but exactly how to do it isn't something we're taught. So we end up needing to be influential in high stakes situations, but what if we could distill influence down so that we can use it in low stakes interactions like convincing our kids to clean their rooms, or our spouse to eat at that Italian restaurant for dinner?    It's hard to increase our influence without practice, and confidence is often the missing ingredient. If we turn down the pressure, ramp up our experience, increase the reps we can build our influence-competence through confidence and experience.    Guest Info   Phil M Jones is a Master of Influence and Persuasion, author of Seven Best Selling Business Books, including Exactly What To Say, and one children's picture book, producer of the most listened to non-fiction audiobook of all time. Phil M Jones thinks and acts differently. His precise insights around communication, added to a proven personal pedigree of peak performance and a richness of real-world experience mean that Phil is the kind of thought-leader whose counsel is sought by other thought-leaders.   He believes with passion that the answer to increased success, in every area of life, is to ask better questions, focus on QUALITY of conversation as well as quantity and that quite often, the difference between you, and all the others, is knowing Exactly what to say, when to say it, and how to make more of your conversations count.   Entering the world of business at the tender age of 14, with nothing more than a bucket and sponge, he went from single-handedly washing cars on weekends to hiring a fleet of friends working on his behalf, resulting in him earning more than his teachers by the time he was 15.   Best known for his international best-selling book, Exactly What to Say – The Magic Words for Influence and Impact and his vast experience as a professional speaker at conferences and events, what is often overlooked is the strategic intellect he provides behind the scenes for some of the world's biggest brands to understand their critical conversations and the success language required to maximize their effectiveness. To date, more than 800 different industries, across 59 countries and 5 continents have benefitted from his input. Trusted by dynamic and aspiring leaders in Healthcare, Real Estate, Automotive, Financial Services, SaaS, Home Improvement, Retail and many more – Phil is the kind of expert that achieves his success through the people he supports and adores seeing other people shine.    For more information, visit https://www.philmjones.com/.    CTA   ​​Please leave us a review at https://ratethispodcast.com/nla  

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Episode 28 - When Tim and Carter decided to partner up and launch their podcast, they never imagined that so many different guests would want to become a part of the experience. With over 25 episodes now released, Tim and Carter discuss the reasons why this unique podcast has become so attractive for others to tell their journey. Our long-form podcast is engaging, intriguing, and most importantly a lot of FUN! Check out this update from the Co-Hosts of The Health and Wealth Podcast Show and see how you could be one of our upcoming guests. Hear all the previous recordings by going to our dedicated website: www.thehealthandwealthpodcastshow.com or make sure to subscribe on Apple Podcast, Spotify, or Google Podcast WEALTH: Not getting enough clients? GO TO: www.CSIFG.com Book a FREE 15 minute Client Acquisition Consultation with Carter or one of his team members. HEALTH: Low on energy or overweight? Go towww.chemicalfreebody.com/enrichers and grab GREEN 85 Juice Formula or book a FREE 30-minute Health Strategy Session with Tim or one of his coaches. See omnystudio.com/listener for privacy information.

Tracy Oriyomi is a Financial Literacy Consultant with Wealthwave and has been in the Financial Services industry for 17 years.      wealthwave.com/tracyoriyomi

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About Chad Silverstein and Choice Recovery: Founder and CEO of [re]start, Choice Recovery, and Platform Partners. I've worked in one of the toughest industries to do business for almost 25 years and developed a distinct approach to solving chronic problems. I build innovative collaborative relationships to produce common sense solutions that are not commonly practiced. [re]start connects people to meaningful employment opportunities, but not just anyone. Individuals are referred to our online career development app by our clients, who we call "Sponsors". These sponsors are leading companies having a positive social impact by giving people the lift they need professionally so they don't have to find a job all alone. Choice Recovery - collects what others can't. We take the industry collection model and flip it on its head. The reason people can't pay? Unemployed and unemployment. Instead of harassing people who find themselves in debt, we provide solutions to problems by helping people find meaningful employment opportunities. Platform Partners - helps businesses scale the training and wisdom in their organization. Playbooks transform the onboarding experience for new hires, Teams leverage Playbooks to house all of the policies, processes, and best practices and delivers it to their team on a scalable online platform. We take a different approach to collections for better results. By taking a people-first approach to collections we discovered a way to get better results for our clients while helping those in debt. We recover what others can't because we help people with the root cause of financial stress, which is why we help those sent to collections find new jobs so they can pay their bills—and we collect far more than our competitors because of it. We are a 3rd party collection agency. Recovering money our clients may be what we do, but transforming people's lives is who we are. We have a distinct approach not used by any other company in the collection industry. By extending career services to people sent to collections, our results speak for themselves. Our “best place to work” culture guided by strong core values and a team who share a common purpose to help those we serve, puts us in a class not many other agencies can compete with. With more than 20 years as a leader in the collection industry, we are an outlier in one of the toughest industries to do business. We serve clients in Healthcare, Dental, Higher Education, B2B, and Financial Services. Choice Recovery helps businesses recover what they can't using an innovative approach that is unheard of in the collection industry. When people can't afford to pay their bills they have nowhere to turn. Empowering people and helping them find meaningful employment opportunities changes everything, for everyone. People actually want to work with us, not run from us.We have walls covered with love letters to prove it.

If you're reading this, chances are you have the same dream just about every entrepreneur has...To have financial freedom and a freedom lifestyle. Mike thinks every business owner also wants a self-managing company that can scale to whatever level you dream of that's both lifestyle compatible and sale-able someday.It'd also be nice if it was a really effective ATM! Mike's guest, Jeff Russell is someone who's done all of the above. He is the creator of Fire Yourself First, and he has a system he's going to share today along with some super valuable tools that you can download and use in your business today. (Tools that Mike loves so much, he passed them on to his team immediately.) If you want to know the secrets to financial and lifestyle freedom by Firing Yourself First, Listen and Watch here.Jeff's life and businesses are by design. He always knew that he wanted to have the freedom of time and money. That's why he became an entrepreneur in the first place!Fast forward 10 years into business and he somehow forgot WHY he started it in the first place. It became way too complicated and that's when he decided to systemize everything.He didn't want to be in the day to day operation so he hired a really knowledgeable team, (he works maybe two hours a month) so whether he's there or not, it's making money.Jeff runs 3 businesses. A Financial Services business, a Training/Coaching Business and a Medical Clinic business.As a result, he has a huge library of systems that he's developed and taught over the years. Today he's sharing the 3 big ones in super easy downloads.  Clarity Map: In order to get to your final destination, you and your team need to know what winning looks like. The Clarity Map will get you there faster. 11 Step-Hiring Process: The key to a business that runs itself is to have the right people doing the right things. Jeff's 11-Step Guide will help you to hire the best people EVERY time. Dashboards and Scorecards: Track your success. If everyone knows what winning looks like, you can slowly exit yourself from the business, while knowing all is well. In addition to these 3 very valuable downloads, Jeff and Mike also recorded a training video that goes through each guide, step-by-step. You'll learn how Jeff uses them and details on how you can improve them for you.Here's where to go if you're interested in working with Jeff go to https://www.fireyourselffirst.com/apply

Contact Lisa: lisadejesus@wealthwave.comSupport this podcast - Leave a review

Over the past few years, communication strategies for financial services professionals have changed dramatically, especially with modern marketing tools, like social media.

Contact Christa: christa@wealthwave.comContact Keith: keith.crogan@wealthwave.comJoin the VIP Social communitySupport this podcast - Leave a review

Our expert hosts, Gwera Kiwana and Amy Gavin, are joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This week's guests include: Gabriel Le Roux, Co-Founder, Primer Bruno DIniz, Co-Founder, Spiralem We cover the following stories from the fintech and financial services space: Nubank makes its market debut on New York Stock Exchange - 4:15 Primer launches no-code plugins for e-Commerce platforms - 15:55 Which? calls for banks to pause branch closures - 25:40 French ‘super app' Lydia raises $100m becoming latest European fintech unicorn, plots 10 million users by 2025 - 35:50 Better.com CEO to take time off after firing hundreds of employees over Zoom - 46:40 JPMorgan to hire hundreds more staff for UK digital bank - 48:35 OakNorth acquires smart cashflow firm Fluidly to boost SME support - 50:30 FCA launches Christmas jingle to warn about fraud - 52:05 This episode is sponsored by Primer. Primer is the world's first automation platform for payments. With Primer, merchants and developers have all the underlying infrastructure and "lego blocks" they need to build the best buying experiences for their customers. Learn more and book a demo at primer.io (https://primer.io/?utmsource=11fs&utmmedium=referral&utmcampaign=fintechinsider_) Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. Hosted by a rotation of 11:FS experts including David Brear, Simon Taylor and Jason Bates, who are joined by a range of brilliant guests. We cover the latest global news, bring you interviews from industry experts or take a deep dive into subject matters such as APIs, AI or digital banking. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: www.twitter.com/fintechinsiders where you can ask the hosts questions, alternatively email podcasts@11fs.com Special Guests: Bruno DIniz and Gabriel le Roux.

The UK government recently launched data reforms to boost innovation, economic growth and protect the public, a year on from the creation of the National Data Strategy and a key step in its 10 Tech Priorities, which include unlocking the power of data. The proposed reforms aim to empower the ICO and businesses using data in innovative and responsible ways to benefit people's lives, in areas from healthcare to financial services. However, a new report from data analytics leader, Qlik, into the UK's FS industry suggests that while AI and predictive analytics has huge potential in FS organisations, low trust and regulatory fears are still holding back their widespread adoption in the industry. In fact, Only half (50%) of IT leaders FS organisations trust decisions made by predictive analytics solutions are without bias, 46% of IT leaders believe the regulatory burden outweighs the benefit that predictive analytics solutions could offer. Richard Spiegal, BI Centre of Excellence Leader at Nationwide, and Adam Mayer, Senior Manager at Qlik join me in a conversation on the state of regulation and trust around data in the financial services (FS) sector. We discuss how to tackle the issues laid out in Qlik's report, particularly around trust and regulation issues and the power of data analytics to help organisations build a data pipeline and democratise data in a safe, secure way with customers interests at heart. I also learn how Nationwide is exploring analytics use cases across anti-money laundering, financial crime, risk management, and supporting human decisions, for example, by triaging and helping to prioritise staff caseloads.

This Friday, we're switching it up a bit! From our Youtube sister show Spotlight, our expert host - Simon Taylor - is joined by Philippe Daoust, Vice President & Managing Director at National Bank of Canada. The pair look at Canada's fintech scene looks today, how it's evolving, and the National Bank of Canada's growing relationship with fintech challengers. All of this and much much more on today's show! This episode is sponsored by Primer. Primer is the world's first automation platform for payments. With Primer, merchants and developers have all the underlying infrastructure and "lego blocks" they need to build the best buying experiences for their customers. Learn more and book a demo at primer.io (https://primer.io/?utmsource=11fs&utmmedium=referral&utmcampaign=fintechinsider_) Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. Hosted by a rotation of 11:FS experts including David Brear, Simon Taylor and Jason Bates, who are joined by a range of brilliant guests. We cover the latest global news, bring you interviews from industry experts or take a deep dive into subject matters such as APIs, AI or digital banking. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: www.twitter.com/fintechinsiders where you can ask the hosts questions, alternatively email podcasts@11fs.com! Special Guest: Philippe Daoust.

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As 2021 comes to a close, Copper's head of research Fadi Aboualfa joined The Block's VP of Research Larry Cermak and host Frank Chaparro to unpack the trends that shaped the crypto market this year as well as the future dynamics that might be on the horizon for 2022. Aboualfa highlighted the ascent of so-called meme cryptocurrencies like dogecoin and shiba inu, which surged in value this year. Aboualfa said their rise is tied to strong social and community elements. "There's a social aspect to that price appreciation," he said. "Bitcoin started by a couple of people who really believe in it and started becoming very vocal about it." Another trend unpacked by Aboualfa was the race to become the next Ethereum killer. Projects like Avalanche and Solana are among the layer-1s that have seen their price surge as investors appear to believe that these blockchains might be superior to Ethereum. Ultimately, Aboualfa and Cermak both agreed that the crypto markets won't face a prolonged bear market akin to the one that occurred in 2018, but markets will face volatility and short-term setbacks. Cermak outlined two major risks in 2022 that markets face: "One is that, you know, central banks are now starting to hint at tapering measures, starting to hint at being less aggressive when it comes to just responding to Covid and responding to the situation. That, I think, can have a very negative effect when the market starts pricing in that the central banks are going to be way more conservative." "Second risk that I think is pretty real, but I think it's now smaller after what I've seen yesterday at the hearing, is the regulatory risk in the US," he added, referring to the recent hearing on crypto hosted by the U.S. House Committee on Financial Services. Episode 83 of Season 3 of The Scoop was recorded remotely with The Block's Frank Chaparro and Larry Cermak, VP of Research at The Block, and Fadi Aboualfa, Head of Research at Copper. Listen below, and subscribe to The Scoop on Apple, Spotify, Google Podcasts, Stitcher or wherever you listen to podcasts. Email feedback and revision requests to podcast@theblockcrypto.com. This episode is brought to you by our sponsors Bakkt, Kraken and Kava Bakkt® unlocks the $1.2+ trillion of digital assets that is currently held in cryptocurrencies, rewards and loyalty points, gaming assets and merchant stored value. We began in 2018 with the vision to bring trust and transparency to digital assets. Through the Bakkt Warehouse and Bakkt Bitcoin Futures and Options contracts, we serve institutional clients in an end-to-end regulated market with true price transparency. For consumers, Bakkt aggregates digital assets to enable instant liquidity and to empower users to trade, transfer and pay however they want. Visit Bakkt.com for more information About Kraken Whether you're an experienced crypto trader or just starting out, Kraken has the tools to help you achieve financial freedom. With 50+ cryptocurrencies to choose from, industry-leading security and a wide variety of features to suit any investing strategy, Kraken puts the power in your hands to buy, sell and trade digital assets. Visit Kraken.com to get started today. About Kava For over four years, Kava Labs has contributed to building a portfolio of decentralized products and services that allow users to gain access to all of the benefits of DeFi. Kava connects the world's largest cryptocurrencies, ecosystems, and financial applications on one of DeFi's most trusted, scalable, and secure earning platforms. Kava lets you mint stablecoins, lend, borrow, earn and swap safely and efficiently across the world's biggest crypto assets with a simple and intuitive user experience and the full confidence of institutional-grade security and quality. With a proven track record of delivering successful projects safely, the Kava Platform is DeFi's most trusted, scalable, and secure institutional-grade cross-chain engine.

Shane has been in the Financial Services industry since 2011. During his 10+ years in financial services, Shane has served in the role of Advisor, Managing Director and President. He thoroughly enjoys helping professionals actualize their dreams and pursue their passions by utilizing financial services as a platform for success.Prior to his career in Financial Services, Shane worked in various leadership and sales roles in the Real Estate, Marketing and Education sectors. His passion is in helping people reach their personal, business and career goals. He's accomplished much of this in working with small business owners and entrepreneurs. With his extensive background in running small companies, Shane understands the challenges of wearing multiple hats while striving for the balance between a strong culture and maximum profitability. He helps advisors grow in the areas of: Retirement Income Planning (utilizing WBC); Wealth Accumulation; Liquidity; Income and Asset Protection; Investment Strategies; Group and Work-site Benefits; Advanced Business Planning and Estate Planning.Born and raised in Colorado, Shane acquired his Bachelor of Science degree in Business Administration with a minor in Visual Arts. A resident of Castle Rock, he and his wife of 20 years, Jenni, have 3 amazing children- his son, Kade, who just passed the bar after graduating from ASU Law; daughter, Graissen, who attends CCU; and daughter, Macie, who is a high school senior. In his spare time, Shane enjoys hiking, fishing, men's ministry, reading, movies and music.Learn More: www.risebeyondmoney.com Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA/SIPC. Rise is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.Rise is authorized to conduct life insurance and securities business in Colorado and may be licensed in other states. Rise cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, Rise, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.Guarantees are subject to the claims paying ability of the issuing insurance company.Rise is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services or any other governmental agency.Investing involves risk which includes potential loss of principal.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shane-bauman-founder-of-the-financial-services-firm-rise

Shane has been in the Financial Services industry since 2011. During his 10+ years in financial services, Shane has served in the role of Advisor, Managing Director and President. He thoroughly enjoys helping professionals actualize their dreams and pursue their passions by utilizing financial services as a platform for success.Prior to his career in Financial Services, Shane worked in various leadership and sales roles in the Real Estate, Marketing and Education sectors. His passion is in helping people reach their personal, business and career goals. He's accomplished much of this in working with small business owners and entrepreneurs. With his extensive background in running small companies, Shane understands the challenges of wearing multiple hats while striving for the balance between a strong culture and maximum profitability. He helps advisors grow in the areas of: Retirement Income Planning (utilizing WBC); Wealth Accumulation; Liquidity; Income and Asset Protection; Investment Strategies; Group and Work-site Benefits; Advanced Business Planning and Estate Planning.Born and raised in Colorado, Shane acquired his Bachelor of Science degree in Business Administration with a minor in Visual Arts. A resident of Castle Rock, he and his wife of 20 years, Jenni, have 3 amazing children- his son, Kade, who just passed the bar after graduating from ASU Law; daughter, Graissen, who attends CCU; and daughter, Macie, who is a high school senior. In his spare time, Shane enjoys hiking, fishing, men's ministry, reading, movies and music.Learn More: www.risebeyondmoney.com Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA/SIPC. Rise is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.Rise is authorized to conduct life insurance and securities business in Colorado and may be licensed in other states. Rise cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, Rise, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.Guarantees are subject to the claims paying ability of the issuing insurance company.Rise is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services or any other governmental agency.Investing involves risk which includes potential loss of principal.Influential Influencers with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shane-bauman-founder-of-the-financial-services-firm-rise

Alex Urpí, CEO of Emergent Financial Services, joined me live on The I Love CVille Show! The I Love CVille Show headlines (Tuesday, December 14) Marc Woolley Calls CVille Crazy Town UVA Raises Tuition – Impact On CVille? $79 Million For Broadband In Central VA Brennan Armstrong Is Not Transferring UVA: Keep Jason Beck + Marques Hagans Anthony Poindexter Demoted At PSU? South Dakota Teachers Mosh Pit For $1s Emergent Financial Services Alex Urpi Why Are Markets So Volatile Lately? The I Love CVille Show airs live before a worldwide audience Monday – Friday from 12:30 pm – 1:30 pm on The I Love CVille Network.

Contact Kim: kim.scouller@wealthwave.comJoin the conversation about domestic violence and financial abuseSupport this podcast - Leave a review

The 2021 National Lawyers Convention took place November 11-13, 2021 at the Mayflower Hotel in Washington, DC. The topic of the conference was "Public and Private Power: Preserving Freedom or Preventing Harm?". This panel discussed "Cancel Culture Comes to Financial Services."Under the Obama Administration’s Operation Choke Point initiative bank regulators sought to de-bank various legal industries such as payday lenders, firearms dealers, and home-based charities. Today, banks have increasingly acted on their own initiative to effectively operate a new voluntary form of Operation Choke Point. In January 2021, Florida’s Bank United closed Donald Trump’s personal bank account. Other banks have cut off others seemingly because of political views and have been pressured by activists to cut off funding to politically-disfavored industries, religious organizations, and others, effectively a new voluntary form of Operation Choke Point.Is this voluntary activity the free exercise of business judgment, or is it inappropriate response to external pressure? What kind of unintended consequences might occur where banks use their business to punish based on viewpoint? Could this behavior make banks into utilities subject to more financial regulation or even government actors carrying out government directives? What are the appropriate responses to "cancel culture" or "choke point" tactics in banking? What steps are appropriate either through governmental or private actions?Featuring:Prof. Christopher Peterson, John J. Flynn Endowed Professor of Law, University of Utah S.J. Quinney College of LawMr. Paul Watkins, Managing Director, Patomak Global PartnersProf. Todd J. Zywicki, George Mason University Foundation Professor of Law, Antonin Scalia Law School, George Mason University; Senior Fellow, Cato InstituteModerator: Hon. Eric Murphy, U.S. Court of Appeals, Sixth Circuit

Our expert hosts, Simon Taylor and Tim Heard, are joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This week's guests include: Kirsty Grant, CIO, Seedrs  Ruby Hinchliffe, Reporter, FT Adviser With soundclips from: Lisa Jacobs, CEO of Funding Circle We cover the following stories from the fintech and financial services space: Republic acquires UK's Seedrs in $100M deal to push into Europe - 2:45 Former TSB CEO launches money-sharing social network Loop - 15:50 Wealthsimple quits the UK market - 25:49 Zopa pulls out of P2P consumer lending - 36:25 Majority raises $27 million for migrant mobile banking service - 46:12 Funding Circle launches embedded finance solution (soundclip from Lisa Jacobs, CEO of Funding Circle) - 47:35 Monzo valuation hits $4.5bn on back of drawing thousands of new customers - 49:00 Harrods agrees buy now pay later tie up with Klarna - 51:14 This episode is sponsored by Primer. Primer is the world's first automation platform for payments. With Primer, merchants and developers have all the underlying infrastructure and "lego blocks" they need to build the best buying experiences for their customers. Learn more and book a demo at primer.io (https://primer.io/?utmsource=11fs&utmmedium=referral&utmcampaign=fintechinsider_) Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. Hosted by a rotation of 11:FS experts including David Brear, Simon Taylor and Jason Bates, who are joined by a range of brilliant guests. We cover the latest global news, bring you interviews from industry experts or take a deep dive into subject matters such as APIs, AI or digital banking. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: www.twitter.com/fintechinsiders where you can ask the hosts questions, alternatively email podcasts@11fs.com! Special Guests: Kirsty Grant and Ruby Hinchliffe.

“We learn best and perform best in environments that are supportive, enriching, and light giving. Based on what's called a heliotropic effect, which is kind of a fancy word that says plants and all living organisms grow towards light.” - Jim Mallozzi, Mindset Advisors  Jim is a seasoned veteran of the Financial Services industry. During his career he has worked throughout the US, Europe, Asia and Latin America helping lead the transformation industries and businesses. As the Principal at Mindset Advisors, he has helped global educational companies, high-tech manufacturing companies and financial service companies build strong management teams through a hands-on application of the principles of Positive Leadership. In this episode of The School for Humanity, I speak with Jim about his passion for international business, positive leadership, and what it takes to create better business results.     Let's dive in! LinkedIn: https://www.linkedin.com/in/jim-mallozzi-441570b/

Our expert host, Gwera Kiwana, is joined by some great guests to talk about financial education – what it currently looks like, the challenges faced, and what the syllabus should be in the future. We asked on Twitter and Linkedin 'what topic in financial services isn't talked about enough'? Many people came back with great and insightful suggestions – with financial education coming up again and again. So, we're dedicating our Insights show to ‘what financial education should look like in 2022?' This week's guests include: Dan Lane, Senior Analyst, Freetrade  Louise Hill, Co-Founder & Chief Operating Officer, GoHenry Fiona Montgomery, Head of School Age Education, MyBnk All of this and much more on today's episode! This episode is sponsored by Primer. Primer is the world's first automation platform for payments. With Primer, merchants and developers have all the underlying infrastructure and "lego blocks" they need to build the best buying experiences for their customers. Learn more and book a demo at primer.io (https://primer.io/?utmsource=11fs&utmmedium=referral&utmcampaign=fintechinsider_) Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. Hosted by a rotation of 11:FS experts including David Brear, Simon Taylor and Jason Bates, who are joined by a range of brilliant guests. We cover the latest global news, bring you interviews from industry experts or take a deep dive into subject matters such as APIs, AI or digital banking. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: www.twitter.com/fintechinsiders where you can ask the hosts questions, alternatively email podcasts@11fs.com! Special Guests: Dan Lane, Fiona Montgomery, and Louise Hill.

Contact JD: jd@wealthwave.comContact Anthony: ajcometa@gmail.comSupport this podcast - Leave a review

Our expert hosts, Benjamin Ensor and Nasir Ahmad, are joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This week's guests include: Richard Davies, CEO, Allica Bank  Sophie Winwood, Investor, Anthemis We cover the following stories from the fintech and financial services space: Small business lender Allica raises £110m as it quickens growth 3:16 FCA boosts Open Banking by removing 3-month re-authentication requirement 14:38 British Business Bank Finds UK Venture Capital Fund Performance has Increased 27:10 Afterpay releases BNPL for subscription services in the US and Australia 35:55 Thought Machine closes $200M for its cloud native banking SaaS and becomes a unicorn 47:10 India's Slice becomes unicorn with $220M funding from Tiger Global, Insight Partners and Advent 48:44 Moneybox and Plaid give customers greater control over their finances 50:41 Mr Goxx, the crypto-trading hamster, dies 53:10 This episode is sponsored by Primer. Primer is the world's first automation platform for payments. With Primer, merchants and developers have all the underlying infrastructure and "lego blocks" they need to build the best buying experiences for their customers. Learn more and book a demo at primer.io (https://primer.io/?utmsource=11fs&utmmedium=referral&utmcampaign=fintechinsider_) This episode is sponsored by SAS. SAS help their customers make banking simple, safe and rewarding for everyone. They support banks in their goal to treat every customer as an individual. Combining data from across the bank with external information and real-time context delivers unique insight and a deep understanding of customer needs. By applying this insight at the right time via the right channel, SAS help make every customer engagement with the bank a relevant, valuable, and seamless experience. SAS enables banks to embed real-time intelligence in every interaction, helping them make smarter, faster decisions that transform customer experience. To find out more, visit https://www.sas.com (https://www.sas.com). Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. Hosted by a rotation of 11:FS experts including David Brear, Simon Taylor and Jason Bates, who are joined by a range of brilliant guests. We cover the latest global news, bring you interviews from industry experts or take a deep dive into subject matters such as APIs, AI or digital banking. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: www.twitter.com/fintechinsiders where you can ask the hosts questions, alternatively email podcasts@11fs.com! Special Guests: Richard Davies and Sophie Winwood.