Podcasts about Financial services

Conner Brown from the Bitcoin Policy Institute joins to break down AI and Bitcoin policy moving through Washington. We cover Taiwan's legislative push for Bitcoin reserves, foreign influence campaigns targeting American data centers, and why open source AI matters for crypto adoption. Plus: how AI agents are already choosing Bitcoin, the real story behind company brains and LLM workflows, and the fight to keep DC from regulating innovation out of existence. Conner on X: https://x.com/BitcoinConner Bitcoin Policy Institute: https://www.btcpolicy.org/ Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/yHGkvYxdqT Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Block: Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast. Square: Visit http://square.com/go/**tftc** for up to $200 off eligible Square hardware. Bitkey: Use code TFTC10 for 10% off the new Bitkey. Aven https://www.aven.com/bitcoin CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/tftc/ Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/ Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc**!** #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

Financial advisors are being pitched new AI tools almost every day.The promise is simple: more automation, better client service, and fewer hours buried in administrative work.But adding AI to a fragmented technology stack doesn't automatically make your business smarter. If your client data is incomplete, trapped inside disconnected systems, or flowing through tools you haven't properly vetted, AI may amplify the problems you already have.Today, I'm talking with Triad's Chief Technology Officer, Quin Kilgore, to explore why the next era of advisor technology won't be won by the firm with the most software.We discuss why the tools that helped build your firm may not be the tools that carry it forward, where convenience can create hidden compliance risks, and how AI could reshape everything from marketing attribution and advisor coaching to client events and everyday operations.3 Insights From This Week's Episode…#1.) The Hidden Risk Beneath Every AI Tool Advisors tend to focus on what a new AI tool can do. But the bigger risk may be hiding in incomplete client records, fragmented systems, and unclear data policies. We explore why AI adoption can make weaknesses in your firm's foundation much harder to ignore.#2.) Why Today's Tech Stack May Become Tomorrow's BottleneckFor years, advisory firms built their businesses around software that was expensive to customize and painful to replace. Quin explains how quickly that equation is changing, and why advisors may need to reconsider what a “core” technology system even looks like.#3.) The Client Intelligence Advisors Are Leaving BehindYour client conversations contain far more valuable information than a traditional fact finder can capture. We explore what becomes possible when that information can be organized, understood, and used throughout the firm.INTERESTED IN TRIAD'S AI MASTERMIND?Triad's AI Advisor Lab, led personally by Michael Hyatt, is built for financial advisors who want to cut through the hype, apply AI more effectively, and stay ahead as the industry evolves. Apply here to see if the mastermind is the right fit for your firm: https://bradleyjohnson.com/178-ai-advisor-labSHOW NOTEShttps://bradleyjohnson.com/178FOLLOW 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. TP07265629240See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Was macht die Arbeit als Consultant in der Financial Services Industry (FSI) wirklich aus? In dieser Folge sprechen Leah Dorau und Christopher Thees von x1F über den Spagat zwischen komplexen Transformationsprojekten, tiefem Branchenwissen und dem Anspruch an echte Innovation. Erfahre aus erster Hand, wie die Zusammenarbeit in cross-funktionalen Teams gelebt wird und wie du mit deinem Fach-, IT- und Beratungstalent die Finanzbranche von morgen aktiv mitgestalten kannst.Hier geht's direkt zu deinen Karrieremöglichkeiten bei x1F:  x1F | Jobs & Stellenangebote in Financial Services & IT

Average Gary joins TFTC to unpack why veterans are flocking to Bitcoin, how military skills map to mining and self-custody, and what open-source firmware like Mugina means for decentralizing hash rate. We dig into fifth-generation warfare, building robust energy microgrids, and why the Bitcoin Veterans community is becoming a force multiplier for localism and peaceful revolution. A no-nonsense conversation on war, money, and the future of freedom tech. Gary on Nostr: https://primal.net/average Bitcoin Veterans: https://bitcoinveterans.org/ Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/yHGkvYxdqT Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Block: Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast. Square: Visit http://square.com/go/**tftc** for up to $200 off eligible Square hardware. Bitkey: Use code TFTC10 for 10% off the new Bitkey. Aven https://www.aven.com/bitcoin CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/tftc/ Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/ Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc**!** #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

Renewed tensions in the Middle East are testing markets. In this week's Market Take, Ehsan Khoman, Investment Strategist at the BlackRock Investment Institute, explains why we remain pro-risk despite a more fragile macro backdrop.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2026 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BII0726-5760873-EXP0727

#PeopleAreRevoltingpeoplearerevolting.com

Senate Judiciary Chairman Chuck Grassley on Tuesday revealed that former Special Counsel Jack Smith spied on 44 members of Congress and actually read their text messages. It was previously reported that Jack Smith obtained “toll records” or ‘call logs' of members of Congress. In fact, Jack Smith said under oath that he did not read any text messages – but this is not true. “I received records from DOJ confirming Jack Smith's investigative team reviewed the contents of text msgs sent by 44 MEMBERS OF CONGRESS Im 1 of the 44,” Grassley said on Tuesday. And Supreme Court Justices Amy Coney Barrett and Elena Kagan on Tuesday testified before the House Appropriations Subcommittee on Financial Services and General Government. Justice Amy Coney Barrett detailed the chilling threats her family has faced following the Roe v. Wade draft opinion leak.Sponsor:My PillowWww.MyPillow.com/johnSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mel Mattison joins Marty to dissect AI's impact on memory chips, the hyperscaler debt cycle, and the Fed's rate outlook under Chairman Warsh. The conversation swings from Korean memory stocks like Micron, Samsung and SK Hynix to macro themes such as fiscal deficits, debasement trades, gold, Bitcoin and the new “Trump accounts” tax vehicle. Listeners get a contrarian view on why AI demand may outlast hype, how free‑cash‑flow can erase debt fast, and what assets could dominate the market this decade. Mel on Twitter: https://x.com/MelMattison1 Mel's Book: https://www.melmattison.com/quoz Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/yHGkvYxdqT Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Block: Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast. Square: Visit http://square.com/go/**tftc** for up to $200 off eligible Square hardware. Bitkey: Use code TFTC10 for 10% off the new Bitkey. Aven https://www.aven.com/bitcoin CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/tftc/ Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/ Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc**!** #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

How to Build the Teams That Make Customer Experience Stick Episode 262 of the Customer Service Revolution Podcast Launching a customer experience initiative is one thing. Building the internal structure that keeps it alive is another. In this episode of the Customer Service Revolution Podcast, John DiJulius continues his conversation with Dave Murray, Vice President of The DiJulius Group, about the stakeholders required to successfully launch and sustain a customer experience transformation. They focus on two groups that can determine whether a CX initiative becomes part of the culture or quietly disappears: the customer experience steering committee and CX ambassadors. Dave explains who should serve on a CX steering committee, how often the group should meet, what responsibilities it should own, and why representation must extend beyond customer-facing departments. John and Dave also explore how frontline employees can become influential CX ambassadors who reinforce standards, build peer-level support, and help organizations identify future leaders. Related:  Building an initiative that lasts Why a Customer Experience Steering Committee Matters A CX steering committee serves as the governing body of a customer experience initiative. The group helps select workshop participants, shape implementation priorities, review ideas, approve realistic next steps, and turn workshop content into usable training materials, playbooks, standards, and tools. The strongest committees include representation from both customer-facing and support departments. Sales, customer service, operations, training, finance, accounting, logistics, and other internal service providers all influence the experience customers ultimately receive. The committee must also be able to evaluate what can be implemented immediately, what requires additional technology or funding, and what should be scheduled for a later phase. Who Should Serve on the Committee? Most steering committees include managers, directors, department leaders, training professionals, and employees who understand how work moves across the organization. Members do not need to meet constantly. During normal periods, a monthly virtual meeting may be sufficient. During rollout or content-development phases, the group may meet weekly until key deliverables are complete. The goal is not to add another meeting. It is to create accountability for the customer experience. How CX Ambassadors Build Frontline Buy-In CX ambassadors are often frontline employees who participated in the original customer experience workshops and want to remain involved. They may not hold formal leadership titles, but they have influence among their peers. They understand the initiative, believe in its value, and can explain how it will improve the experience for customers and employees. Ambassadors help communicate what is coming, reinforce new behaviors, identify obstacles, share best practices, support individual locations, and keep the initiative visible after the formal rollout. John and Dave also explain why organizations should consider including respected skeptics and informal influencers during the development process. When these employees understand the purpose behind the initiative, they can become some of its strongest advocates. Related: How to get company wide buy in CX Ambassadors Should Support, Not Police One warning from the episode is especially important: CX ambassadors cannot become the "gotcha police." When ambassadors visit teams only to identify mistakes, the program becomes associated with punishment rather than improvement. Effective ambassadors recognize what employees are doing well, provide constructive coaching, replenish resources, answer questions, and help teams succeed. Their role is to support the culture, not inspect people into compliance. Customer Experience Has No Finish Line The most successful organizations continue meeting after the initial initiative has launched. Steering committees should review customer experience metrics, recognize employees, update standards, identify emerging service defects, and ensure CX training remains embedded in onboarding and leadership development. Ambassadors should continue sharing observations, comparing results across teams or locations, and identifying practices that can be adopted throughout the organization. Customer expectations, internal processes, technology, and business models change. Customer experience standards must evolve with them. CX Programs Can Help Identify Future Leaders A strong CX ambassador program creates another valuable result: it reveals which employees are ready for greater leadership responsibility. Employees who volunteer, coach peers effectively, reinforce standards, and take ownership of the experience demonstrate many of the behaviors required of successful leaders. Organizations can also reduce the number of accidental managers by allowing aspiring leaders to experience leadership training before they are promoted. This gives employees a realistic view of the responsibilities involved and helps companies evaluate more than technical performance when selecting managers. Key Takeaways A customer experience steering committee should govern the initiative after the initial workshops and rollout. The committee should include customer-facing departments and internal support functions. Steering committees translate ideas into realistic standards, training materials, playbooks, and implementation priorities. CX ambassadors are often influential frontline employees rather than formal managers. Employees who are skeptical of change may become powerful advocates when included early. Ambassadors should coach and support employees, not operate as compliance police. Monthly meetings help steering committees and ambassadors maintain momentum. Customer experience materials should be treated as living documents and updated as the business evolves. Ambassador programs can help organizations identify and prepare future leaders. Customer experience is an ongoing operating discipline, not a temporary project. Quotes "The steering committee becomes the governing body of the project." "We want to have cross-departmental representation because that is the group that shapes the project." "The primary thing ambassadors do is take that message back to their teams." "Sometimes the people who do not like change become advocates." "We do not want ambassadors looking only for the bad stuff and ignoring the good." "When it comes to customer experience, there is no finish line." "This is who we are as an organization, and we need to keep the focus on it." "Everything they have created is treated as a living document." "A customer experience ambassador program can help identify your future leaders." "Organizations often promote people without looking at the soft skills required to lead." Chapters 00:49 — Recapping the Six Customer Experience Stakeholders 03:23 — The Role of the CX Steering Committee 05:08 — Who Should Serve on the Committee? 06:46 — Time Commitment and Meeting Structure 08:25 — Creating a CX Ambassador Program 10:51 — Why Ambassadors Are Usually Frontline Employees 11:18 — Turning Skeptics Into Advocates 12:26 — Ambassador Best Practices from Financial Services 13:55 — Avoiding the "Gotcha Police" Problem 15:22 — Building a Regional Ambassador Network 17:04 — How to Maintain Buy-In and Momentum 18:08 — Why Consistent Meetings Matter 20:54 — Developing CX Knowledge Across the Organization 22:32 — Keeping Customer Experience Standards Current 24:28 — Using CX Programs to Identify Future Leaders 25:46 — Preventing Accidental Managers 27:05 — Leadership Training Before Promotion 28:11 — Helping Employees Decide Whether Leadership Fits 30:29 — Final Thoughts   Links: Storytelling blog:  https://thedijuliusgroup.com/how-to-be-a-more-effective-leader-by-learning-the-best-way-of-storytelling/ ROX Dashboard:  https://thedijuliusgroup.com/rox-dashboard/ The DiJulius Group Methdology: https://thedijuliusgroup.com/x-commandment-methodology/ Company Service Aptitude Test:  https://thedijuliusgroup.com/c-sat-forms/individual-c-sat/ Schedule a Complimentary Call with one of our advisors:  tdg.click/claudia Ask John!  Submit your questions for John, to be aired on future episode:  tdg.click/ask Customer Experience Executive Academy: https://thedijuliusgroup.com/project/cx-executive-academy/ Experience Revolution Membership:  https://thedijuliusgroup.com/membership/ Books:  https://thedijuliusgroup.com/shop/ Contacts:  Lindsey@thedijuliusgroup.com , Claudia@thedijuliusgroup.com If you want to learn how world-class organizations build cultures customers cannot live without, explore The Experience Revolution Membership. Inside the membership you'll gain access to livestream workshops, practical frameworks, and proven strategies used by organizations around the world. Learn more at https://thedijuliusgroup.com/membership/ Learn More If your organization is working to improve customer experience but struggling to connect it to measurable business outcomes, The DiJulius Group can help. Visit: https://thedijuliusgroup.com Listen to more episodes: https://thedijuliusgroup.com/the-customer-service-revolution-podcast/ Subscribe We talk about topics like this each week; be sure to subscribe wherever you listen to podcasts so you don't miss an episode.

Many corporate marketing groups experience poor campaign performance because they rely on fragmented regional agency silos that use confusing, jargon-heavy copy. Adam Reeves, Chief Creative Officer, and Julien Bissuel, Chief Executive Officer at 72andSunny Toronto, break down how to optimize asset development and increase brand relevance by deploying a borderless cross-office architecture.They share their operational playbook for combining multi-market production resources smoothly, deconstructing complex industry terms through candid human realism, and turning large-scale experiential real estate networks into high-yield engines for B2B new business acquisition.Key tactical themes covered:Transitioning regional campaign distribution into borderless network blueprints.Unifying cross-office production assets to execute seamless tech campaigns.Differentiating financial services brand messaging using radical simplicity.Embracing candid human conversations over complex corporate industry jargon.Preserving long-term client relationships through experiential B2B lead generation.Adam Reeves is the CCO and Julien Bissuel is the CEO at 72andSunny Toronto, directing multi-market content distribution and integrated account acquisition strategies.Connect with us and our :Follow Adam Reeves on LinkedIn: https://www.linkedin.com/in/adam-reeves-7238a2b4/Follow Julien Bissuel on LinkedIn: https://www.linkedin.com/in/julien-bissuel-b2b3822/Explore 72andSunny Solutions: https://www.72andsunny.com/Simplify paid socail Strike Social automation: https://strikesocial.com/guaranteed-paid-social-media-ads-outcomes/Connect with Host Dylan Conroy: https://www.linkedin.com/in/dylanconroy/

Compliance im Fintech: Enabler statt Geschäftsverhinderer Wie baut man Compliance in einem schnell wachsenden Fintech auf, ohne Innovation auszubremsen? In dieser Folge von Sound of Finance spricht Dr. Saskia Hohe, Partnerin im zeb, mit René Hofer, CRO und CCO bei Holvi. Gemeinsam diskutieren sie, wie eine risikoorientierte Compliance-Organisation entsteht, warum Kommunikation wichtiger ist als perfekte Frameworks und was etablierte Banken von Fintechs lernen können. Darum geht's in dieser Folge • Warum Compliance nicht mit dem perfekten Rahmenwerk beginnt, sondern mit dem Verständnis des Geschäftsmodells. • Wie Holvi Prioritäten entlang konkreter Risiken statt regulatorischer Idealbilder setzt. • Weshalb Akzeptanz im Unternehmen entscheidend für wirksame Compliance ist. • Warum der offene Dialog mit Aufsichtsbehörden ein Erfolgsfaktor sein kann. • Welche Herausforderungen durch AMLA, AMLR, FiDA und PSD3 auf Institute zukommen. • Was große Banken von Fintechs beim Thema Compliance lernen können. Drei zentrale Erkenntnisse: 1. Compliance sollte aus den tatsächlichen Risiken des Geschäftsmodells abgeleitet werden – nicht aus theoretischen Idealbildern. 2. Kulturarbeit ist keine einmalige Aufgabe. Vertrauen entsteht durch kontinuierlichen Austausch und frühe Einbindung aller Beteiligten. 3. Erfolgreiche Compliance braucht Empathie, Kommunikationsstärke und ein tiefes Verständnis für das eigene Geschäft.

Josh and Hannah Centers join Marty to discuss Chapter House, their publishing company reviving classic books for homeschooling families. They break down the failure of public school STEM pipelines, the superiority of physical books over screens, and why the Western canon builds virtue through wonder. The conversation covers Charlotte Mason methods, narration over worksheets, and how flawed heroes teach courage better than sanitized textbooks. They explore Christian classical education, the meaning of true literacy, and why modern schooling produces spreadsheet thinkers instead of whole human beings. Josh on X: https://x.com/jcenters Hannah on X: https://x.com/hannahcenters Chapter House: https://chapter.house/ Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/yHGkvYxdqT Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Block: Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast. Square: Visit http://square.com/go/**tftc** for up to $200 off eligible Square hardware. Bitkey: Use code TFTC10 for 10% off the new Bitkey. Aven https://www.aven.com/bitcoin CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/tftc/ Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/ Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc**!** #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

Here's a question most advisors can't answer honestly: if you stepped away from your business for a couple of months for more than a vacation, would it survive? For many founders, the answer is no. And that's a bigger problem than it sounds. Not just for you, but for your team, your clients, and the long-term value of your firm.Today, I'm talking with DJ DiDonna, founder of The Sabbatical Project and author of Big Time Off, to talk about why sabbaticals are more than extended vacations. For advisors, they can become the ultimate stress test for the firm, the team, the client experience, and the life you're supposedly building toward.We get into why burnout can show up even after you've built the “dream job,” why a business that depends entirely on you may be more fragile than it looks, and why waiting until retirement to finally live the life you've earned is a risky bet.If you've ever wondered whether your business is giving you freedom or quietly taking it away, this conversation will hit close to home.3 Insights From This Week's Episode…#1.) The Freedom Test Most Advisors AvoidMany advisors say they're building freedom, but their calendar, client model, and team structure make that freedom nearly impossible. We explore what your ability to step away may reveal about whether you've built a real company or just a more sophisticated version of a job.#2.) Why Burnout Can Hit After You WinBurnout doesn't always come from failure. Sometimes it shows up after you've built the business you thought you wanted. DJ shares why that can be so disorienting and what advisors may be missing when they keep pushing through.#3.) The Fear That Keeps Owners From Offering Time Off"What if I create the exit door and my best people walk through it?" It's the first objection every owner raises, and DJ has actual data on what happens when companies make extended leave part of the deal. The numbers aren't what you'd expect.This Week's Free GiveTo Get a Free Copy of Big Time Off: The Transformative Power of Sabbaticals and How to Take One, visit https://bradleyjohnson.com/177SHOW NOTEShttps://bradleyjohnson.com/177FOLLOW 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. TP07265629233See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Senate Judiciary Chairman Chuck Grassley on Tuesday revealed that former Special Counsel Jack Smith spied on 44 members of Congress and actually read their text messages. It was previously reported that Jack Smith obtained “toll records” or ‘call logs' of members of Congress. In fact, Jack Smith said under oath that he did not read any text messages – but this is not true. “I received records from DOJ confirming Jack Smith's investigative team reviewed the contents of text msgs sent by 44 MEMBERS OF CONGRESS Im 1 of the 44,” Grassley said on Tuesday. And Supreme Court Justices Amy Coney Barrett and Elena Kagan on Tuesday testified before the House Appropriations Subcommittee on Financial Services and General Government. Justice Amy Coney Barrett detailed the chilling threats her family has faced following the Roe v. Wade draft opinion leak.Sponsor:My PillowWww.MyPillow.com/johnSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Neste episódio de O Futuro Vem do Futuro, podcast da MIT Sloan Management Review Brasil com produção da CNEX, Douglas Souza conversa com Christiano Faig, Head of Financial Services, Private Sector da ServiceNow Brasil, sobre o que separa aplicações de IA com impacto real de projetos que apenas ampliam custo, risco e complexidade.A conversa parte da trajetória de Christiano em cloud, infraestrutura e transformação empresarial para defender uma visão clara: agentes de IA não devem nascer como atalho tecnológico, mas como desdobramento de uma estratégia apoiada por dados confiáveis, processos redesenhados, governança e conexão direta com indicadores de negócio. Ao longo do episódio, ele mostra por que o erro mais comum das empresas é tentar escalar automação antes de reorganizar a base.Também entram em pauta o papel dos guardrails em ambientes regulados, a necessidade de explicabilidade, a aproximação entre risco, negócio e tecnologia, o desafio dos dados legados, o custo escondido de iniciativas mal priorizadas e o novo papel do humano em operações cada vez mais automatizadas.Ao longo do episódio, você vai ouvir reflexões sobre:• o paralelo entre cloud e IA agêntica• por que processo ruim automatizado vira problema em escala• dados como base de confiança para qualquer iniciativa de IA• guardrails, auditoria e intervenção humana em fluxos críticos• como distinguir sinal de ruído em agentes de IA• a maturidade do mercado brasileiro e o avanço da ServiceNow no paísUm episódio para executivos que querem aplicar IA com mais critério, foco e responsabilidade, conectando tecnologia a impacto real no negócio.

The top IT leader at the Department of Transportation is resigning, FedScoop was the first to report last week. Pavan Pidugu, the DOT's chief digital and information officer, was sworn in February 2025 after serving as the CTO for the Federal Motor Carrier Safety Administration for nearly five years. His last day will be Sept. 4. Under Pidugu's leadership, the agency underwent a restructuring of its technology department. The agency also migrated to Google Workspace, becoming the first cabinet-level agency to fully transition using the General Services Administration's OneGov deal. A DOT spokesperson told FedScoop in May that the Federal Aviation Administration was gearing up to migrate later this year. In total, more than 50,000 employees across the agency will have access. Pidugu's resignation comes amid a wave of technology leader departures, including federal CIO Greg Barbaccia, whose last day will be at the end of August. Interior Department CIO Paul “Macca” McInerny left the agency last week. The Technology Modernization Fund is open for proposals and prioritizing faster permitting technology and artificial intelligence adoption projects, its acting director said Thursday. Jessie Posilkin said the TMF is “being explicit” about its desire for Council on Environmental Quality-supported projects to speed and scale permitting, and to advance USAi adoption in agencies facing capability and infrastructure gaps preventing responsible use. Posilkin said in a LinkedIn post: “TMF was made for moments like this, where agencies can't afford to wait on budget and procurement cycles. I'm excited we're still poised to help agencies meet a critical moment of opportunity – and a bipartisan one, at that!” Last month, Posilkin said the fund had $200 million left, pending potential reauthorization for fiscal 2027. But that might not stretch as far as it would have in the past, even with 100% of agencies repaying TMF loans, as the “scale and scope of government technology challenges are only going up” because of AI, Posilkin said at the time. The current version of the fiscal 2027 Financial Services and General Government appropriations bill authorizes $5 million for the fund, but has not yet received a floor vote in either chamber. Agencies can submit a project proposal until July 24, but Posilkin encouraged them to move quickly so the small TMF team can review proposals expeditiously. She said: “This call is moving fast, partly out of necessity. We have a very narrow window between now and September 30, when our authorization to make new investments ends (absent congressional action, of course…). With more time, we could do even more — but we'll meet as much of the agency need as we can, while we can.” The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

The repricing of Fed policy expectations over the past six months has reverberated well beyond the U.S. Valerie Chan, Investment Strategist at the BlackRock Investment Institute, explains why Japan is a key case study.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2026 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BII0726-5741082-EXP0727

Marty Bent talks with Seth For Privacy and Vik from Cake Wallet about Radar, a new Signal fork that adds self-custodial Bitcoin Lightning payments to private messaging. They cover why Signal was the right base, how Spark enables seamless UX without custody, the growing EU surveillance threat, vibe coding, AI privacy risks, and why freedom tech needs to compete on convenience. A deep dive on building privacy preserving tools that normal people actually want to use. Find the Home Mining Playbook here: https://www.tftc.io/home-mining-energy-playbook STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/yHGkvYxdqT Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Block: Cash App: For a limited time, new customers can get $21 added to their balance. Just use code TFTC10 when you sign up, and send at least $5 to a friend in the first two weeks. Terms apply. Bitcoin services by Block, Inc. See the Bitcoin disclosures at cash.app/legal/podcast. Square: Visit http://square.com/go/**tftc** for up to $200 off eligible Square hardware. Bitkey: Use code TFTC10 for 10% off the new Bitkey. Aven https://www.aven.com/bitcoin CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/tftc/ Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/ Disclosure: Bitcoin services are provided by Block, Inc. Bitcoin services are not licensable activity in all U.S. states and territories, and not all services are available in all states. Bitkey is not available in New York. Block, Inc. operates in New York as Block of Delaware and is licensed to engage in virtual currency business activity by the New York State Department of Financial Services. Bitcoin is a non-deposit, non-bank product that is not FDIC insured and involves risk, including monetary loss. For additional information, see the Bitcoin disclosures: https://help.cash.app/btcdisclosures Get up to $200 off Square hardware when you sign up at http://square.com/go/tftc**!** #squarepartner. Offer expires December 31, 2026 at 11:59 pm PST. Offer for $40 off the cost of one Square Stand, $75 off the cost of one Square Terminal, $100 off the cost of one Square Handheld, or $200 off the cost of one Square Register, excluding applicable taxes. Limited to one discount per product type per seller account. Each code is limited to one redemption per account holder. Valid for new Square customers located in the US only. Offer not valid with guest checkout. Square reserves the right to modify, revoke or cancel the offer at any time. Offer cannot be combined with any other coupon. Void where prohibited, not redeemable for cash, and non-transferable. #squarepartner #blockpartner

SPONSORED BY BELAYIf you're an advisor and you're still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you're the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdlA lot of financial advisors say they want more growth, more freedom, and more time with their family. But their calendar tells a different story.They're still answering every email, booking every flight, handling every follow-up, managing every client detail, and trying to squeeze high-value work into whatever time is left.The problem is that the work that feels “small” rarely stays small. It compounds. And before long, the advisor who wants to scale the business is spending too much time doing the work that keeps them stuck.Today, I'm talking with Tricia Sciortino, CEO of Belay, about the role most advisors wait too long to hire for, why the right assistant can become a true force multiplier, and how leaders accidentally create the very bottlenecks they're trying to escape.We also dig into why delegation is harder than most people admit, what separates a great assistant from a basic task-taker, and how the best leaders create the trust, clarity, and systems that allow someone else to help them operate at a higher level.3 Insights From This Week's Episode…#1.) The Calendar Problem Hiding In Plain SightMany advisors think their calendar issues are just part of running a growing firm. But Tricia and I explore why calendar chaos is often a symptom of a deeper leadership problem, and what it may be costing your business and life.#2.) Why Doing It Yourself Quietly Caps GrowthThere are tasks that feel easier to handle yourself in the moment, but those small decisions can slowly become the ceiling on your firm. We talk about why leaders stay stuck doing low-value work and how that affects everything else.#3.) The Back-End Flywheel Most Advisors MissGrowth is not just about more marketing and more appointments. We discuss why the service experience after the sale can become one of the biggest drivers of retention, referrals, and long-term scale.SHOW NOTEShttps://bradleyjohnson.com/176FOLLOW 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. TP06265629217See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Host Paul Spain is joined by Ben Rose, Head of Financial Services at AA New Zealand. Together they discuss lessons from Money20/20 Bangkok, the rise of agentic commerce, stablecoins, digital finance and how AI is transforming financial services.They also delve into the latest tech news including:Google Maps' new Māori pronunciation updateTesla Full Self-Driving (FSD) v14 arrives in New ZealandUK High Court backs police use of live facial recognition.AI helps uncover a major vulnerability in ticketing platformNZ company CarbonScape secures investment and partnership with CATLInvest NZ's ambitions for large-scale data centre investmentThanks to our partners: Fortinet, One NZ, Workday, 2degrees, Spark, PwC New Zealand, and Gorilla Technology.

AI has the potential to reshape long-term growth, but getting there means navigating today's supply constraints. Wei Li, BlackRock's Global Chief Investment Strategist, unpacks the key themes of BlackRock's 2026 Midyear Outlook.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2026 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BII0726-5716309-EXP0727

What separates great leaders from everyone else? In this episode of Everything Is Personal, Len May sits down with Terry Mendez, CEO of Safe Harbor Financial, to discuss leadership, entrepreneurship, business transformation, financial innovation, team building, AI, technology, and the future of business. Terry shares lessons from his career at Deloitte, Arthur Andersen, Fortune 500 companies, and high-growth businesses. The conversation explores leadership, communication, innovation, customer experience, financial services, entrepreneurship, business strategy, and how successful leaders build organisations that continue to grow. Whether you're an entrepreneur, executive, business owner, or someone interested in leadership and innovation, this episode offers practical insights that can help you think differently about business and success. EndoDNA: Where Genetic Science Meets Actionable Patient Care EndoDNA bridges the gap between complex genomics and patient wellness. Our patented DNA analysis platforms and AI technology provide genetic insights that support and enhance your clinical expertise. Click here to check out to take control over your Personal Health & Wellness   Connect with EndoDNA on SOCIAL: IG | X | YOUTUBE | FB Connect with host, Len May, on IG     Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, Michelle sits down with Mark Ormiston, a seasoned business owner with decades of experience building, evolving, and reinventing companies through every kind of market shift. Mark shares how he went from early computer studies and call center technology to running multiple businesses, and why staying agile has been the key to long-term growth.We talk about his approach to all of his businesses: listening closely to customers, tracking the numbers, and knowing when it's time to pivot before the market forces your hand. Mark also explains why he believes businesses should focus on selling the future rather than just the features, and how that mindset can transform the way you market, sell, and grow.If you're a small business owner, entrepreneur, or freelancer trying to stay ahead of change, this conversation is packed with practical advice on adapting, marketing smarter, and building a business that works for you—not the other way around._____About Mark: Four decades. One thousand businesses worked with. One relentless focus on growth. I'm a digital marketing strategist and entrepreneur operating through Moxie — delivering clear, professional engagements across Financial Services, FMCG, Beauty, and beyond.See more about Mark on his website: https://www.markormiston.co.uk 

The Chinese port city of Dalian just hosted the 14th Annual Meeting of the New Champions - AMNC26 - often known as the Summer Davos. Innovating at scale was the official theme, and we heard lots on that - but also geopolitics, not least the rivalry between China and the US. On this episode we get a flavour of the discussions and hear from the people at the World Economic Forum who are working on the big issues throughout the year. Links: Home page for AMNC26: https://www.weforum.org/meetings/annual-meeting-of-the-new-champions-2026/ Blogs: Summer Davos 2026: Key takeaways and must-reads: https://www.weforum.org/stories/2026/06/summer-davos-2026-key-highlights-must-reads/ Graham Allison: US-China competition is the 'fiercest Thucydian rivalry of all time': https://www.weforum.org/stories/2026/06/graham-allison-us-china-trump-xi-thucydides-trap/ AMNC26 sessions: 15th Five-Year Plan, Unpacked: https://www.weforum.org/meetings/annual-meeting-of-the-new-champions-2026/sessions/15th-five-year-plan-unpacked/ Chief Economists Briefing: https://www.weforum.org/meetings/annual-meeting-of-the-new-champions-2026/sessions/chief-economists-briefing-2fb0bbaf27/ US and China: From Here to Where?:  https://www.weforum.org/meetings/annual-meeting-of-the-new-champions-2026/sessions/us-and-china-from-here-to-where/ Summer Davos 2026: Special address by Li Qiang, Premier of the People's Republic of China: https://www.weforum.org/stories/2026/06/summer-davos-2026-special-address-by-li-qiang-premier-of-the-peoples-republic-of-china/ Radio Davos Daily from AMNC26: AMNC26 - What to expect from "Summer Davos": https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-what-to-expect-from-summer-davos/ Day 1 - Taking the pulse of Asia's largest economy, and of the world: https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-day-1/ Day 2 - Adam Tooze on Premier Li, and other upcoming highlights: https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-day-2/ AMNC26 Day 3 - The final day at the Summer Davos: https://www.weforum.org/podcasts/radio-davos/episodes/amnc26-day-3/ Other related podcasts: The scientific advances ready to change the world: the Top 10 Emerging Technologies 2026: https://www.weforum.org/podcasts/radio-davos/episodes/top-10-emerging-tech-2026/ A "fundamental shift" in energy thinking: the Energy Transition Index 2026: https://www.weforum.org/podcasts/radio-davos/episodes/energy-transition-index-2026/ AMNC26: Chief Economists Briefing (audio): https://www.weforum.org/podcasts/agenda-dialogues/episodes/amnc26-chief-economists-briefing/ Follow Agenda Dialogues on any podcast app to get the audio from more AMNC26 sessions in the coming weeks: https://pod.link/1574956552 Forum initiatives mentioned in this episode: First Movers Coalition: https://initiatives.weforum.org/first-movers-coalition/home Transitioning Industrial Clusters: https://initiatives.weforum.org/transitioning-industrial-clusters/home Longevity Economy: https://initiatives.weforum.org/financial-resilience-for-every-generation/home Deepening Divides: The Cost of a More Fragmented Financial System: https://www.weforum.org/publications/deepening-divides-the-cost-of-a-more-fragmented-financial-system/ The Longevity Dividend: The Business Case for Linking Health and Wealth: https://www.weforum.org/publications/the-longevity-dividend-the-business-case-for-linking-health-and-wealth/ The AI Playbook for Financial Services: https://www.weforum.org/publications/the-ai-playbook-for-financial-services/ Top 10 Emerging Technologies of 2026: https://www.weforum.org/publications/top-10-emerging-technologies-of-2026/ Radio Davos episode on that: https://www.weforum.org/podcasts/radio-davos/episodes/top-10-emerging-tech-2026/ Reskilling Revolution - The First Mile Sandbox: https://initiatives.weforum.org/reskilling-revolution/first-mile-sandbox Lumina: https://lumina.weforum.org/ Global Lighthouse Network: https://initiatives.weforum.org/global-lighthouse-network/home More Forum podcasts: Check out all our podcasts on wef.ch/podcasts:  YouTube: - https://www.youtube.com/@wef/podcasts Radio Davos - subscribe: https://pod.link/1504682164 Meet the Leader - subscribe: https://pod.link/1534915560 Agenda Dialogues - subscribe: https://pod.link/1574956552

Why 30 to 39 Is the Best Age to Become a Financial Adviser Is 30 too old to start a career in financial planning?A lot of people would say yes. The reality is the opposite.The 30 to 39 age group is the fastest growing cohort entering financial planning right now, up 13% according to fresh FCA data. And the average age of a financial adviser in the UK isn't 56, like most people assume. It's 48.In this episode, Sam sits down with John Somerville, Director of Financial Services at the London Institute of Banking and Finance (LIBF), and David Tait, Founder and Managing Director of Redmill Advance, to dig into why this is the perfect window to start, what the LIBF Level 4 qualification actually involves, and what firms need to do right now to attract the next generation.They also go deep on the qualification itself. How it works, how it differs from the CII and CISI, why exams can be taken at home with no booking required, and why the case study approach is changing how advisers learn and qualify.If you're between 30 and 39 and considering a switch into financial planning, studying for your Level 4, or trying to bring younger talent into your firm, this is the episode for you.What we cover in this episode:Why the 30 to 39 age group is the fastest growing cohort entering financial planning, up 13%Why the average age of a financial adviser is 48, not 56, and what the FCA data actually showsWhy fewer than 150 practicing IFAs in the UK are under the age of 25How the LIBF Level 4 qualification works and how it differs from the CII and CISIWhy LIBF exams are split into two parts and can be retaken without sitting the whole paper againHow the six-week case study replaces the traditional written examWhat the new LIBF Chartered Member status means and who it is forWhy not starting an academy is a missed opportunity for financial planning firmsWhat AI means for the future of financial advice and why relationship management is the answerFinancial Planner Life is sponsored by Redmill AdvanceWhether you're starting out, already qualified, or building a training academy, Redmill Advance delivers expert-led learning, exam support and CPD from Level 4 to Chartered.✅ Trusted by top UK firms

SPONSORED BY BELAYIf you're an advisor and you're still scheduling your own appointments, sending your own follow-up emails, or dealing with other tasks keeping you from bringing on other clients, you're the bottleneck. BELAY helps busy leaders find world-class Virtual Assistants who can take tasks off their plate, protect their time, and help them stay focused on the work that actually moves the business forward. Learn more about BELAY and find the right assistant for your business here: http://belaysolutions.com/dbdlABOUT TODAY'S EPISODEBuilding the right portfolio for clients is hard enough.But today, advisors are also trying to manage market risk, protect retirement income, navigate stretched valuations, and help clients stay confident when the next market cycle tests the plan.That's why I'm excited to sit down with Jason Barsema.Jason is the Co-Founder and President of Halo Investing, an award-winning platform that helps advisors access and manage protective, outcome-based investments like structured notes, annuities, insurance solutions, and other advanced wealth strategies.In this episode, we talk about protective investing, defined outcome strategies, and why advisors may need a broader toolkit than the traditional stock-and-bond portfolio.Jason also shares what he learned as an advisor during the Great Financial Crisis, why private credit may deserve more scrutiny, and what it really takes to earn trust with higher-net-worth families.3 Insights From This Week's Episode…#1.) The Protection Conversation Most Advisors Aren't HavingClients want upside, but they also want to know what happens if the market turns against them. Jason shares why protective investing, structured notes, and defined outcome strategies can open a different kind of conversation around risk, income, and client confidence.#2.) Why Private Credit Deserves A Closer LookPrivate credit has become one of the hottest areas in the market, but Jason raises an important question: do clients actually understand what they own? We talk about the risks that can get hidden behind attractive yields, especially when liquidity starts to dry up.#3.) What High-Net-Worth Families Actually Want From AdvisorsWealthy families don't need another advisor walking in with a product idea. They need someone who listens, understands the complexity of their world, and can help them think through legacy, liquidity, family dynamics, philanthropy, and multi-generational planning.SHOW NOTEShttps://bradleyjohnson.com/175FOLLOW 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. TP06265629210See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The White House isn't planning to review the so-called Department of Government Efficiency's performance as the Elon Musk-launched project that eviscerated large swaths of federal agencies winds down, its top budget official said Tuesday. During a House Appropriations hearing, Financial Services and General Government Subcommittee Chairman Dave Joyce noted that DOGE has been “pretty much eliminated” in the proposed fiscal 2027 budget. The Ohio Republican then asked Office of Management and Budget Director Russell Vought if he planned to present any documentation on “what exactly DOGE accomplished” in terms of “reductions in dollars spent” and “people at agencies.” Vought answered that the administration has “no plans to do … a closing DOGE report,” though it is “happy to give you our assessment of that work” saying he thinks “it made some really important strides.” An executive branch funding proposal for fiscal 2027 released in January called for $8 million to the OMB-housed Information Technology Oversight and Reform bucket to fund DOGE. The 2027 Financial Services and General Government Appropriations Act (H.R.8495), introduced in April, also appropriated $8 million for ITOR, though DOGE wasn't mentioned by name in the bill. The White House's fiscal 2027 budget proposal, also released in April, requested $35 million for DOGE. The CIA has reorganized several of its key acquisition and tech directorates to better embrace emerging technologies like artificial intelligence and quantum computing as they reshape “the reality of conflict and asymmetric warfare,” Director John Ratcliffe said Tuesday. During rare public remarks at the AWS DC Summit, Ratcliffe pointed to recent CIA-supported operations in Venezuela and the Middle East, including the rescue of a downed F-15E Strike Eagle pilot in Iran, as examples of the outsized impact of technology on the agency's intelligence operations. Recognizing there's no shortage of conflict or crisis around the globe, Ratcliffe said the CIA does not have the luxury of relying on what's worked in the past. Instead, the agency must position itself as a leader in adopting cutting-edge technologies. With that in mind, the CIA has undertaken a “fundamental reshaping” of its “entire approach to technology,” Ratcliffe said. That includes overhauling its digital innovation office, reconstructing its commercial tech procurement strategy, streamlining communication channels with industry and elevating its offensive cyber capabilities as a core mission function. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

UK Investor Magazine speaks with Daniel Prickett, Group Chief Executive of Christie Group plc, the long-established professional and financial services group serving the hospitality, leisure, healthcare, medical, childcare & education and retail sectors.In this interview, Dan introduces Christie Group and the brands behind it; Christie & Co, Christie Finance, Christie Insurance and Pinders in the Professional & Financial Services division, alongside Venners in Stock & Inventory Systems & Services.He explains how the firm's services complement one another, the value of cross-selling across divisions, and why it chooses to specialise in particular property-backed sectors with functioning M&A markets.Dan also walks through the Group's history (with roots dating back to the late 1800s), where it stands on strategy today, and the opportunities he sees over the next five years.He presents a compelling investment case, discussing the key takeaways for investors from the FY25 results published in April 2026. Hosted on Acast. See acast.com/privacy for more information.

The U.S. dollar's safe-haven status remains intact. But a stronger dollar no longer automatically translates into broad emerging market weakness. Michel Dilmanian, Portfolio Strategist at the BlackRock Investment Institute, explains why the dollar is no longer the only story for emerging markets.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2026 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BII0626-5663342-EXP0627-

SUMMARY: As AI within the Enterprise matures, we look at 10 concerns and challenges that are still causing Chief AI Officers to worry about success in the future. SHOW: 1040SHOW TRANSCRIPT: The Enterprise AI Show #1040 TranscriptSHOW VIDEO: https://youtu.be/RyB4m17YK_4SHOW SPONSORS:Nasuni - Activate your data for AI and request a demoOutShift by Cisco - “Scaling Out Superintelligence”  The Internet of Cognition architectureShareGate - ShareGate Protect. Microsoft 365 Governance, we got this!SHOW NOTES:THESIS: After spending time with a number of Enterprise companies, what are a list of challenges and concerns they still have in implementing GenAI across a broad set of use-cases within the Financial Services industry?Everybody started with what was available (e.g. CoPilot)Enterprise implementations (now) aren't autonomousRising costs are the looming concernGovernance is a rising concernMeasurements of improvement are available, but variedExplaining measurements is complicatedExplaining trust is more complicatedUse-cases are fragmented, but there if you apply the technology, but not always obviousDe-centralized (shadow AI) to Centralized to De-centralized (semi-controlled) The learning curves are very asymmetrical across teamsNot everyone has access to Mythos or GPT-5.5-Cyber (yet)FEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @TheEntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow

A surge in AI adoption is creating a rights gap inside financial institutions, where everyday workflows now generate copyrighted reproductions at a scale existing governance models were never built to manage. In this episode, Roanie Levy, Licensing and Legal Advisor at CCC, joins host Yolandi de Weerdt and examines how AI‑driven content use is outpacing traditional licensing frameworks and why leaders must verify rights before embedding copyrighted material into AI systems. The discussion highlights the operational decisions executives need to make around content governance, rights validation, and cross‑functional controls to prevent downstream legal and workflow disruption. This episode is sponsored by CCC. If you offer AI products or services into the enterprise, you need to find enterprise leaders with relevance and readiness. Emerj attracts VP+ enterprise audiences who are already convinced that they need to move *beyond* traditional IT. To learn the exact strategies we use to help leading AI brands and startups connect with their ideal enterprise AI buyers, visit: emerj.com/AD1  

What does the future of fraud prevention look like from the perspective of someone who has spent two decades helping scam victims?In this episode of The Scam Rangers Podcast, Ayelet Biger-Levin sits down with Amanda Shute, Senior Risk Manager, External Fraud Oversight, whose career began on the front lines as a bank teller helping customers after devastating scams. That experience shaped her belief that fraud prevention isn't just about stopping transactions. It's about helping people navigate trust.Together they explore how AI is changing the scam landscape, why traditional awareness campaigns often fail in emotionally charged moments, and what financial institutions can do to build customer resilience before a payment is ever made.From relationship-building and victim advocacy to synthetic trust and real-time intervention, this conversation offers a fresh perspective on the human side of fraud prevention, and why trust may become the industry's most important security control.In this episode you'll learn: How Amanda's career on the teller line shaped her approach to fraud prevention Why scam victims lose more than money. They lose trust The role financial institutions can play in rebuilding customer confidence What "synthetic trust" means in the age of AI-generated scams The new warning signs of AI-driven social media fraud Why awareness alone isn't enough once emotions take over How banks can evolve from fraud recovery to customer resilience Why collaboration across institutions is becoming essential What the new FinCEN 314(b) clarification means for information sharing Why every fraud professional should continuously learn from peers across the industryWhy this episode mattersScams are no longer simply attacks on accounts—they're attacks on trust. As AI enables criminals to create increasingly convincing stories and identities, financial institutions face a new challenge: helping customers make better trust decisions before manipulation succeeds.Amanda offers a practical roadmap for how fraud leaders can rethink prevention—not just through stronger controls, but by building trusted relationships, creating meaningful interventions, and putting the customer experience at the center of their strategy. You can learn more about her on LinkedIn: https://www.linkedin.com/in/amandashute/About the Host - Ayelet Biger-Levin is the Founder and CEO of RangersAI and the host of Scam Rangers, a podcast exploring the human side of scams and the people working to protect consumers from financial and emotional harm.Through her work at RangersAI and her leadership within the Global Anti-Scam Alliance, Ayelet partners with financial institutions, policymakers, and advocates to elevate scam prevention beyond controls and technology toward trust-based, customer-centric protection.Be sure to follow her on LinkedIn and reach out to learn about her additional activities in this space: https://www.linkedin.com/in/ayelet-biger-levin/RangersAI: https://www.rangersai.com/

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

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

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

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

The rapid expansion of AI in financial services is creating a widening gap between enterprise ambition and the operational readiness required to deploy systems that are secure, compliant, and trusted. In this episode, Dr. Oscar A. Rodriguez, Vice President of Data Analytics at Citi, joins Daniel Faggella, Emerj CEO and Head of Research, to describe how leaders build the operating model for safe AI at scale, from aligning stakeholders to embedding governance, accountability, and data quality from the start. The discussion highlights practical decisions around cross‑functional alignment, foundation‑first governance, risk ownership, and preparing for evolving regulatory and security demands. This episode is sponsored by Securiti AI. Download the free "AI in Financial Services Executive Cheat Sheet" at emerj.com/fcs1 to go deeper on how early governance prevents AI failures.

Your prospect's eyes glaze over about ten minutes into the meeting. You can feel it—they're sitting right there, but they've checked out. And here's the uncomfortable part: it's usually not because your advice is bad.Most advisors lose the room for a reason they never see coming, and they keep doing the exact thing that causes it in every single appointment.In Part 3 of the Missing Visuals series, I break down the one skill I've watched separate the top 1% from everyone else, and why the way you're communicating your best ideas might quietly be costing you clients.3 Insights From This Week's Episode…#1.) Draw: The $10M Client StoryMost advisors rely on words to explain complex ideas, then wonder why prospects nod along but never move forward. I share the story of an advisor who used a simple drawing to help close a $10M client—and why it reveals a bigger problem in how advisors communicate value.#2.) Co-Create: Why Prospects Push BackWhen a prospect feels like a plan is being sold to them, resistance naturally shows up. We explore what changes when the meeting stops feeling like a pitch and starts becoming something the advisor and prospect build together.#3.) Teach: The Risk Of Keeping It In Your HeadA lot of advisor firms are built around the founder's instincts, stories, and ability to explain things in the moment. That works until you need to train advisors, scale the firm, or build something that can eventually run without you. I'll show you how to start turning what lives in your head into something your team can actually use.Triad Sales LabWant to turn more great prospects into lifelong clients? Triad Sales Lab helps advisors use simple visual models to communicate more clearly, strengthen appointments, and improve the way they present their process. Learn more and apply below.SHOW NOTEShttps://bradleyjohnson.com/174FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Here are the top five insurance products you should be looking to sell during the Medicare lock-in period. The insurance industry never stops moving. Make sure you know the products to keep your business moving along with it.   Read the text version   Get Connected:

Is digital banking really about technology anymore?It is becoming a battle for customer relationships, trust, data, and who owns the financial experience.In this episode of Couchonomics with Arjun, Raheel Ahmed, Group CEO of RAKBANK, returns to discuss open finance, AI, stablecoins, SME banking, regulation, and the future of financial services in the UAE.Raheel explains why open finance is being built for customers rather than banks, why products and pricing are becoming increasingly commoditized, and how financial institutions must rethink where they create value in a more transparent and competitive market.The conversation explores how AI is already being deployed inside banks, the opportunities around stablecoins and tokenization, the future of SME financing, and why customer relationships may become the most important asset banks have.From digital transformation and regulation to competition and emerging technologies, this episode examines how banking is evolving and what it will take to stay relevant in the years ahead.

Evan's Segway: https://amzn.to/49stgck Evan's Walker's: https://amzn.to/4wTxZ0O Use code TURFNERDS for 5% off orders $600 and up at Magna-Matic! Use code NERDS to save 10% on Spencer Products!   Steve Bonesteel of Michigan Insurance and Financial Services is back, and this time he's sharing the claim stories that will make you rethink your coverage. From a smashed trailer that triggered five different insurance policies at once, to fraudulent salt scams costing contractors thousands, to subcontractor situations that left business owners completely exposed. Steve breaks down exactly where lawn care operators have gaps they don't even know about. We also get into the three biggest insurance misconceptions in the industry (snow removal coverage, business property coverage, and subcontractors), why filing small claims is quietly killing your renewal rates, and why cyber insurance might matter more to lawn guys than anyone has ever told you. If you're running a lawn or landscaping business in any of the 25+ states Steve covers, this episode could save your business. Text Steve at 517-947-1200.   Tap Here for Turf Nerds Merch!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Look! We Have A Website!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Don't forget to check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Green Frog Web Design⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and tell them the Turf Nerds sent you. Or Greg will scalp your lawn! Use promo code TURFNERDS for 50% off Equip Expo 2026 registration! Shoot us an email! Evan@TurfNerdsPod.com ⁠⁠Instagram⁠⁠ ⁠⁠Facebook⁠⁠ ⁠⁠TikTok⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe on YouTube: ⁠⁠⁠https://www.youtube.com/@TurfNerdsPodcast?sub_confirmation=1⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠#LawnCare #LawnMaintenance #Mowing #MowingGrass #LawnCareBusiness #Toro #ToroMultiforce #CubCadet #BibleStudy #Bible #Christian #Business #Entrepreneurship #Comedy #2024 #Marketing #Advertising #TipsAndTricks #Tips #Success #Yakta #YaktaMowers #YaktaOutdoor #Spring #SpringRush #FYP #Mower #NewMower #UsedMower #RouteDensity #EquipExpo #EquipExpo2024 #Echo #Stihl #RedMax #Shindaiwa #StringTrimmer #WeedWhip #GreenFrogWebDesign #WebDesign #EzraMcCarthy #Aerator #Aeration #ZAerate #Bobcat #BobcatMowers #Husqvarna #HusqvarnaGroup #HYGREENTOOL #GOMOW #ThunderLightingSupply #ChristmasLights #Christmas #Trump #DonaldTrump #PresidentTrump #ElectionDay #EZDumper #DumpInsert #StempkyNursery #Mulch #MulchInstallation #TurfNerds #Newsmax #NewsmaxTV #CarlHigbie #CharlieKirk

The twin pressures of vulnerable energy supply and rising power demand are making energy security a durable investment theme. Hugo Liebaert, Sustainable Investment and Research Analytics at the BlackRock Investment Institute, explains where opportunities are emerging around critical energy bottlenecks.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2026 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BII0626-5595004-EXP0627

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

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

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

Recorded live at TransUnion's 2026 Financial Services Summit, this episode features a timely conversation with S&P Global Chief Economist Paul Gruenwald on the forces shaping the macroeconomic outlook for lenders and financial institutions. While the global economy faces significant headwinds, including tariffs, energy market disruption and geopolitical tensions, Gruenwald explains that growth has remained surprisingly resilient, supported largely by a strong labor market and steady consumer activity. The information discussed in this podcast constitutes the opinion of TransUnion, and TransUnion shall have no liablity for any actions taken based upon the content of this podcast.

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

Today, we're joined by Mazy Dar, CEO at HERE, the enterprise browser company trusted by 90% of global financial institutions. We talk about:How web browsers have changed since the late 1990s & the tech shift currently happeningThe impacts of AI agents using browsersHow the productivity & security problems of web browsers are magnified in the AI eraThe benefits of having a web browser designed for work versus personal useHow entrepreneurs must deeply understand the pain points they're trying to solve

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

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