Podcasts about Financial services

Chapters:00:00 – Intro01:03 – Lessons from 250 Episodes22:54 – The Mythbuster Mentality23:26 – Authenticity, Evolution, and Advisor Education31:29 – Keep It FreshLearn more about our companies and resources:-Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.com-Elite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.com-Elite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.com-JEDI Database Solutions | Technology Solutions for Advisors: https://jedidatabasesolutions.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/

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

Live from Future Proof, I sat down beachside with Eden Ovadia, Co-Founder and CEO of FINNY—the AI-powered marketing platform helping advisors solve one of the biggest challenges in wealth management: organic growth.For years, the industry has relied on market returns and acquisitions to drive scale. But when the market slows, most firms discover they don't actually have a growth engine—they have a valuation problem.Eden saw that gap and built FINNY to fix it. In less than a year, she launched the company, joined Y Combinator, raised $6.5 million, and created a 15-person team that's helping advisors identify ideal prospects, automate personalized outreach, and attract new clients at scale.Eden also shares how her decision to live in her office became a powerful expression of belief in what she's building. That unwavering faith in the mission inspired her team to buy in completely—creating a culture grounded in trust, shared conviction, and the certainty that they're building something extraordinary together.3 of the biggest insights from Eden Ovadia…1.) The Industry's Organic Growth Problem Is Getting Too Big to IgnoreAdvisors have been riding market returns and acquisitions for years—but when the market dips, most firms realize their “growth” isn't really growth. Eden breaks down why the industry's obsession with M&A has masked a massive organic growth crisis—and how advisors who solve it are commanding double the valuations of their peers.2.) AI Is Revolutionizing Prospecting for AdvisorsEden's company, FINNY, gives advisors access to over 300 million data profiles and turns that data into personalized marketing automation—helping them find and convert ideal clients faster than ever before. From identifying business owners researching “exit planning” to filling dinner seminars with precision, FINNY shows what's possible when prospecting meets AI.3.) Great Leaders Build Belief Before They Build TeamsEden scaled FINNY from 0 to 15 employees in a year—but her real advantage wasn't speed, it was conviction. From living in her office to creating a culture that feels like family, she proves that people don't just join startups—they join founders who believe deeply in their vision. Her playbook for culture, hiring, and customer obsession applies to any advisor building a business that lasts.SHOW NOTEShttps://bradleyjohnson.com/141FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP11254897301See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

O mercado de apostas esportivas no Brasil cresce rápido, impulsionado pela regulamentação e tecnologia. Plataformas legais investem em compliance, inteligência artificial e segurança para garantir confiança e estabilidade. Enquanto isso, o mercado clandestino ainda representa riscos como evasão fiscal e fraudes. A regulamentação busca equilibrar inovação com responsabilidade. O setor se firma como um novo protagonista do entretenimento digital.Participantes:João André Gerçossimo, CEO e fundador, EstrelaBet.Host(s):Cassio Politi, Apresentador, Tracto.Janny Castro, Diretora de Financial Services, Forvis Mazars.

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

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

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

The introduction of DeepSeek's R1 large language model has sparked global discussion about what happens when open-source innovation meets geopolitical constraints. What does this mean for financial markets, AI development, and the future of global competition? In this episode of the 'AI in Financial Services' podcast, host Matthew DeMello speaks with Sudeep Kesh, Chief Innovation Officer at S&P Global Ratings, and Martin Whitworth, Lead Cyber Expert at S&P Global Ratings, about how DeepSeek's model reveals the evolving relationship between resource constraints, innovation, and risk management in AI. The conversation explores the technological breakthroughs behind DeepSeek's design, why open-source transparency changes the game for enterprise leaders, and how regulatory intentions often create new innovation cycles. Want to share your AI adoption story with executive peers? Click emerj.com/e2 for more information and to be a potential future guest on Emerj's flagship' AI in Business' podcast! If you've enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!

The U.S. and China trade truce and mega cap tech companies upping planned AI buildout spending last week reinforce how mega forces are playing out in real time. Devan Nathwani, Portfolio Strategist with the BlackRock Investment Institute, explains why these mega forces are key for near-term returns, not just the long term.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM1025U/M-4956268

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

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

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

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

In this episode, I got to catch up with three amazing Triad members — Gary Hansen, Jaris Hansen, and Josh Cumrine — to break down how they turned a founder-led firm, Retirement Planning Center of the Rockies, into a team-driven business that's tripled in size over the past three years, now closing in on $40 million of new assets in 2025.Gary started this thing back in the '70s as a one-man insurance practice. Fast forward a few decades, and his son Jaris and son-in-law Josh are now running the next chapter. But it wasn't always smooth sailing. For years, they were grinding — three advisors running three different playbooks, sitting in every client meeting, and doing everything themselves. The effort was there, but the structure wasn't. They were growing busier, not bigger.Then in 2022, everything shifted. They stopped running three different playbooks and decided to run one. They quit selling products and started leading clients through a clear, repeatable process. They put the right people in the right seats and built systems that gave clients confidence and their team freedom.Today, RPC isn't just a family business. It's a growing legacy — built on values, powered by structure, and set up to keep scaling for generations to come.3 of the biggest insights from RPC Financial…1.) From Chaos to Clarity — How Structure Unlocked GrowthFor years, each advisor ran their own show. Once they unified under one brand and clarified responsibilities, the firm took off. Structure created consistency and consistency created scale.2.) The Mindset Shift That Led to a 95% Close RateWhen they stopped “selling products” and started leading clients through a proven process, everything changed. By the second meeting, 95% of qualified prospects were saying yes — without doing any upfront planning for free.3.) Building a Brand That Connects and Keeps EvolvingWords matter. The language your team uses shapes how people see and trust you. By creating their Summit Retirement Guide and using simple, powerful language like “confidence in the path ahead” and “sleep well at night,” RPC built a message clients actually remember. And the best part? They're still refining it, making sure their brand grows right alongside their business.SHOW NOTEShttps://bradleyjohnson.com/140FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP10254897290See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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

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

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

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

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

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

A cooling labor market should tee up more Fed rate cuts and support risk assets. Michel Dilmanian, Portfolio Strategist with the BlackRock Investment Institute, explains the updates we've made to the macro scenarios that inform our risk stance.General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM1025U/M-4936452

Chasing a C-level role? Today we explore what sorts of skills and broad experiences to gain in your career if you want to land a seat in the C-suite.My guest today is Tanya Graham, CIO icare.   In this episode, Tanya:Talks about her career journey from operations and manufacturing, through to consulting, tech and digital, healthcare, and strategic transformation How moving from UK to Australia provided fresh, varied experience and broadened her networking and industry opportunityHow transformation has underpinned every role Tanya has taken on throughout her career and drawn her to certain organisationsHow Tanya weighs up whether a new opportunity is aligned for herThe critical skills modern Exec Leaders need in their toolbeltGetting intentional about your careerTanya, on making good decisions for your career:"I have done a few decision making analyses when weighing up different career opportunities! There might be some non-negotiables for you such as learning opportunities; what the leadership team's like; where the organisation is heading; and what the mentorship's like [to help you make an aligned decision]." Tanya, on having broad experiences:"Executive leaders are leading the business, not just their function. You need to have a breadth of experience to work through the most challenging situations. This will also help you anticipate trends and avoid tunnel vision and also makes you more comfortable with ambiguity and change."  Links:Connect with Tanya Graham on LinkedinConnect with Rebecca Allen on LinkedinVisit the Illuminate website to learn more about standout Career & Leadership coaching for womenRate, Review, & Follow our Show on Apple Podcasts:Also, if you haven't done so already, follow the podcast. We air every week and I don't want you to miss out on a single broadcast. Follow now!About Tanya:Tanya Graham is the Group Executive Digital & Transformation at icare NSW where she leads the Strategy, Transformation and Technology teams, delivering the icare strategy through a focus on performance and care, uplifting and digitising experience, introducing new ways of working to increase responsiveness and speed to value, and driving the use of data, automation and AI to ensure better outcomes for the people of NSW. Having been in senior & executive roles for over twenty years, she has experience working with Board Directors, Executive teams and regulators, to drive transformational change across industries including Pharmaceutical & Healthcare, Utilities, Financial Services, Technology, Retail and Property, and Government. Tanya is a graduate of the Company Directors course, Australian Institute of Company Directors (GAICD), has an MBA from Macquarie Graduate School of Management (MGSM), and is a member of the Institute of Engineering & Technology (IET). About Rebecca:Rebecca Allen is a Career & Leadership Coach for corporate women, aspiring to senior levels of leadership. Over the last decade, Rebecca has helped women realise their potential at companies including Woolworths, ANZ, J.P. Morgan, PwC, Coca-Cola Amatil, Ministry of Defence, Frontier Sensing and AbbVie Medical Research through her Roadmap to Senior Leadership coaching programs. Connect with Rebecca

In this episode of the Investor Fuel Podcast, host Michelle Kesil interviews Jeffrey Taylor, a financial services expert with 37 years of experience. Jeffrey discusses his approach to educating real estate investors on managing property equity, increasing cash flow, and eliminating debt. He emphasizes the importance of understanding amortization tables and offers strategies for doubling cash reserves and creating wealth without market losses. The conversation also covers the significance of building relationships with realtors and the educational resources available for clients.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Cameo Roberson and Kari Ellis, co-authors of Beyond the Broker, about how women can find success in financial services by embracing independence, leaning into their purpose, and harnessing the power of their networks.

On this episode Shiv interviews Jeremy Schein, Partner and Member of the Buyouts Investment Committee at Corsair Capital, to discuss how private equity firms can drive enterprise value in financial services through collaborative operating expertise.Jeremy shares Corsair's approach to partnering with management teams in fintech, payments, and adjacent sectors, emphasizing the importance of aligning on value creation strategies early. He explores how their operating partner model leverages technical expertise in human capital, product technology, and go-to-market strategies to transform portfolio companies.He also dives into navigating the complexities of AI integration, balancing short-term priorities with long-term investments like rebranding, and ensuring management teams are equipped to execute on ambitious growth plans.

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

In this episode of the Real Estate Pros podcast, Kristen interviews Bryce Bush, a seasoned entrepreneur in the real estate industry. Bryce shares his diverse background, starting from a contractor to becoming a general partner at DDT Wealth LLC, focusing on hard money lending and financial services. He discusses his mindset towards business, the importance of incorporating financial services into real estate, and his mission to empower veterans through real estate investments. Bryce emphasizes the significance of personal connection in leadership and offers valuable advice for aspiring entrepreneurs.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Are you a podcast host who feels awkward or frustrated when you try to sell your podcast or your content? You might be working hard to get people to listen to your show, but you know there are a million other shows they could be tuning into. The pain point isn't if you're selling; it's that you might be selling like an amateur instead of a professional. In this episode of Podcasting Unlocked, we speak with Morris Sims about the professional sales mindset every host needs. We dive into why you are always selling—the idea of listening, your content, and your expertise—even if no money is exchanged.This week, episode 239 of Podcasting Unlocked is about the professional sales mindset for podcast engagement! Morris Sims began his career as a Chemical Engineer. 5 years later, he decided to do something fun; he joined New York Life Insurance Company to sell Financial Services. 32 years later he retired after 20 years in New York as the Vice President and Chief Learning Officer in charge of training for all the Financial Services Professionals and Managers. Now, 8 years later, Morris is hosting his 3rd podcast, The Commission Code, and runs his own consulting and training company.  His clients are business owners looking for help and guidance to increase their revenue and have more time to enjoy it.In this episode of Podcasting Unlocked, Morris Sims is sharing the importance of approaching sales as helping others and actionable steps you can take right now to devise a strategy that makes it easy for your audience to buy into your show. Morris and I also chat about the following: You Are Always Selling: As a podcast host, you are constantly selling the idea of people listening to your podcast, selling your content, and selling yourself as an expert, even when you have nothing to exchange for monetary value.The Professional Mindset Shift: A professional salesperson focuses on the prospect (the listener) and what they need, making it easy for them to buy; an amateur focuses on themselves and forces the sale.The "Hate to Be Sold" Rule: People love to buy (like on Amazon), but they hate to be sold. Your job as a host is to make the process of buying into your show (listening or purchasing a digital course) different from old sales stereotypes.Content as Pre-Selling: Use platforms like LinkedIn to share high-value articles and content, which is a subtle way of selling your ideas and building trust with your audience before you ever ask them to listen to your show.Be sure to tune in to all the episodes to receive tons of practical tips on turning your podcast listeners into leads and to hear even more about the points outlined above. Thank you for listening! If you enjoyed this episode, take a screenshot of the episode to post in your stories and tag me! And don't forget to follow, rate and review the podcast and tell me your key takeaways!Learn more about Podcasting Unlocked at https://galatimedia.com/podcasting-unlocked/ CONNECT WITH MORRIS SIMS:LinkedInsims.rm2017@gmail.comThe Commission Code podcastWebsiteCONNECT WITH ALESIA GALATI:InstagramLinkedInWork with Galati Media! Work with Alesia 1:1Proud member of the Feminist Podcasters Collective.

Excited to launch The Future of Crypto compliance — a new podcast series dedicated to unpacking the latest trends, innovations, and regulatory shifts shaping the world of digital assets. Each episode brings together leading voices in crypto compliance to explore where the industry is headed, what challenges lie ahead, and how professionals can stay ahead of the latest evolving global trends. By crypto compliance professionals. For crypto compliance professionals. Topics discussed in this episode:  - The future of #crypto regulation  - How VARA approaches supervision and licensing  - Blockchain analytics and live transaction monitoring  - Market manipulation and insider trading in digital assets  - Why #DeFi and zero knowledge proofs are on regulators' radar  - AI in compliance: hype or revolution? Powered by ACX Compliance - the world's largest crypto compliance specialised managed services provider. The full interview is also available on my YouTube channel: YouTube: http://bit.ly/3KXC68H  

Live from Future Proof, I sat down with my friend Dr. Daniel Crosby to talk about the psychology behind the fastest-growing advisors in our industry.Daniel had spent time with a number of Triad members who were doubling, tripling, even quadrupling their firms — and he wanted to understand what was driving that kind of growth. What he found wasn't a secret tactic or marketing hack. It was mindset.In this conversation, we get into what separates advisors who stay stuck from those building thriving, high-growth firms built on belief, culture, and intention. We talk about how mindset drives growth, how language creates culture, and what it really takes to go from being a great advisor to being a great CEO.3 of the biggest insights from Brad Johnson & Daniel Crosby…#1.) Growth Starts with Mindset, Not MarketingI see a lot of advisors use the term “lifestyle practice” as a way to justify staying small. The truth is, that mindset keeps you stuck. If you want to attract top talent and grow something meaningful, you've got to think more like a professional sports team—always recruiting, always building, always chasing the next level.#2.) What Culture Really Means (And How to Build It)Everyone talks about culture, but few people actually define it. To me, real culture lives at the intersection of growth and belief. It's not top-down—it's built through shared language, lived values, and the behavior you model every day. You can't just write it on the wall; you've got to be it.#3.) The Path from Advisor to CEOIf you want to scale beyond yourself, you've got to evolve how you think and lead. I walk through the four stages every advisor goes through—from “advisor in charge” to true CEO—and how each stage requires more structure, more delegation, and a team that's empowered to think, not just execute.SHOW NOTEShttps://bradleyjohnson.com/139FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP057272 See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In the final installment of this three-part series, Darryl Lyons, CEO & Co-Founder of PAX Financial Group, takes a deeper look at the widely discussed predictions of a potential market downturn in 2030. Rather than leaning into fear, headlines, or doomsday forecasts, Darryl breaks down the four major forces that many believe could collide: government spending, inflation, demographic shifts, and a potential AI bubble. Darryl also discusses the “Chicken Little” voices that have been calling for market catastrophe for decades, spotlighting the dangers of linear thinking, pessimistic modeling, and predictions that ignore innovation, human behavior, and historical resilience. With a practical and level-headed approach, he discusses why long-term investors often benefit from focusing less on fear and more on building durable plans designed to navigate uncertainty. In this episode, Darryl covers: The four “cars in the intersection” that fuel 2030 crash predictions. Why pessimists are rarely held accountable for bad forecasts. How linear thinking skews market narratives. The potential risks behind government spending and demographics. Why AI could be transformative - even if parts of it become a bubble. Five practical steps for navigating uncertainty. If you missed Parts I and II, be sure to go back and listen so you can follow the full conversation from start to finish. Listen to more episodes here: https://PAXFinancialGroup.com/podcasts If you enjoyed today's episode, share it with your family and friends! Resources: The State of the Federal Budget: From Tariff Revenue to Deficits and DOGE Cuts - WSJ What Will the World Look Like After the 2030s Great Depression? Boom or bubble: How long can the AI investment craze last? This Is How the AI Bubble Will Pop - Derek Thompson How the Great Inflation of the 1970s Happened Here's What Experts Say It Will Take to Fix Social Security | The Motley Fool The Collapse of Medicare Is Happening Faster Than Expected - The Winston Group Goldman Sachs Strategist: No Stock Market Bubble, Yet | The WealthAdvisor

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

Deutsche Bank's relationship with Jeffrey Epstein has become one of the most glaring examples of systemic failure in modern banking oversight. Despite Epstein's 2008 sex-offense conviction and widespread public knowledge of his trafficking network, Deutsche continued to handle his accounts for years—processing millions in transactions that should have triggered Suspicious Activity Reports (SARs) under anti–money laundering laws. Regulators later discovered that Epstein moved funds through dozens of entities, wiring large payments to women and alleged co-conspirators described in memo lines as “school payments” or “consulting fees.” Rather than flagging these for review, compliance officers reportedly waved them through. In 2020, the New York Department of Financial Services fined Deutsche Bank $150 million for what it called “significant failures in monitoring Epstein's transactions and relationships.” The investigation showed the bank maintained Epstein's accounts even after multiple internal warnings and public reports about his predatory history.The fallout didn't end there. In 2023, Deutsche Bank agreed to pay $75 million to settle a class-action lawsuit brought by Epstein's victims, who alleged the bank knowingly profited from his trafficking enterprise. The lawsuit claimed Deutsche facilitated his abuse by allowing financial flows that sustained his network of recruiters, victims, and offshore shell companies. While the bank publicly stated it regretted its “association” with Epstein and pledged to tighten controls, critics argue its conduct went beyond negligence—it was willful blindness. Congressional oversight committees later revealed that Deutsche had processed over $1.5 billion in transactions linked to Epstein and his associates without timely SAR filings. To many observers, the episode epitomized how global banks too often treat the ultra-rich as untouchable, turning compliance into performance rather than protection.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-moscow-murders-and-more--5852883/support.

Key Highlights:00:00 – Introduction01:05 – Optimizing tech stacks and increasing valuation03:17 – Defining client loyalty and retention04:23 – How CRMs improve onboarding, notes, and communication06:39 – Using data to strengthen relationships and trust08:23 – How to future-proof your advisory business10:12 – Building data hygiene and integrated systems16:59 – Finding efficiency gaps and scaling intelligently17:22 – The compounding power of technology19:06 – Advisor transitions, CRM agnosticism, and closing thoughtsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

As CEO at Paysend, Ben Chisell is revolutionising how money moves across borders. In this episode, we talk with Ben about his personal journey, his passion for improving financial inclusion, and the challenges faced by millions when it comes to sending and receiving money. We explore the inefficiencies in traditional systems, the impact of new technologies, and how Paysend's secret recipe for settling international payments could solve “the single biggest problem in financial services” — to the benefit of businesses and individuals alike.Disclaimers:Visa Direct capability is enabled through a financial institution partner. Visa Direct product availability and functionality varies by market. The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect the views or positions of any entities they represent. Visa neither makes any warranty or representation as to the completeness or accuracy of the information within this podcast, nor assumes any liability or responsibility that may result from reliance on such information and any information from third parties. The information contained in this podcast is not intended as investment or legal advice, and listeners are encouraged to seek the advice of a competent professional where such advice is required. All brand names, logos and/or trademarks are the property of their respective owners, and do not necessarily imply product endorsement or affiliation with Visa.

The U.S. third quarter earnings season is off to a strong start. We see three reasons why broad momentum can continue – yet prefer select sectors. Natalie Gill, Portfolio Strategist with the BlackRock Investment Institute, explains where. General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast.In the U.S. and Canada, this material is intended for public distribution.In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK) Limited, authorised and regulated by the Financial Conduct Authority. Registered office: 12 Throgmorton Avenue, London, EC2N 2DL. Tel:+ 44 (0)20 7743 3000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to the Financial Conduct Authority website for a list of authorised activities conducted by BlackRock.In the European Economic Area (EEA): this is Issued by BlackRock (Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered office Amstelplein 1, 1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31-20- 549-5200. Trade Register No. 17068311 For your protection telephone calls are usually recorded.For Investors in Switzerland: This document is marketing material.In South Africa: Please be advised that BlackRock Investment Management (UK) Limited is an authorised Financial Services provider with the South African Financial Services Board, FSP No. 43288.In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by the Securities and Futures Commission of Hong Kong. In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL). This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL's Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdictionIn Latin America: this material is for educational purposes only and does not constitute investment advice nor an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. If any funds are mentioned or inferred to in this material, it is possible that some or all of the funds may not have been registered with the securities regulator of Argentina, Brazil, Chile, Colombia, Mexico, Panama, Peru, Uruguay or any other securities regulator in any Latin American country and thus might not be publicly offered within any such country. The securities regulators of such countries have not confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx©2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.BIIM1025U/M-4916098

Deutsche Bank's relationship with Jeffrey Epstein has become one of the most glaring examples of systemic failure in modern banking oversight. Despite Epstein's 2008 sex-offense conviction and widespread public knowledge of his trafficking network, Deutsche continued to handle his accounts for years—processing millions in transactions that should have triggered Suspicious Activity Reports (SARs) under anti–money laundering laws. Regulators later discovered that Epstein moved funds through dozens of entities, wiring large payments to women and alleged co-conspirators described in memo lines as “school payments” or “consulting fees.” Rather than flagging these for review, compliance officers reportedly waved them through. In 2020, the New York Department of Financial Services fined Deutsche Bank $150 million for what it called “significant failures in monitoring Epstein's transactions and relationships.” The investigation showed the bank maintained Epstein's accounts even after multiple internal warnings and public reports about his predatory history.The fallout didn't end there. In 2023, Deutsche Bank agreed to pay $75 million to settle a class-action lawsuit brought by Epstein's victims, who alleged the bank knowingly profited from his trafficking enterprise. The lawsuit claimed Deutsche facilitated his abuse by allowing financial flows that sustained his network of recruiters, victims, and offshore shell companies. While the bank publicly stated it regretted its “association” with Epstein and pledged to tighten controls, critics argue its conduct went beyond negligence—it was willful blindness. Congressional oversight committees later revealed that Deutsche had processed over $1.5 billion in transactions linked to Epstein and his associates without timely SAR filings. To many observers, the episode epitomized how global banks too often treat the ultra-rich as untouchable, turning compliance into performance rather than protection.to contact me:bobbycapucci@protonmail.com

Deutsche Bank's relationship with Jeffrey Epstein has become one of the most glaring examples of systemic failure in modern banking oversight. Despite Epstein's 2008 sex-offense conviction and widespread public knowledge of his trafficking network, Deutsche continued to handle his accounts for years—processing millions in transactions that should have triggered Suspicious Activity Reports (SARs) under anti–money laundering laws. Regulators later discovered that Epstein moved funds through dozens of entities, wiring large payments to women and alleged co-conspirators described in memo lines as “school payments” or “consulting fees.” Rather than flagging these for review, compliance officers reportedly waved them through. In 2020, the New York Department of Financial Services fined Deutsche Bank $150 million for what it called “significant failures in monitoring Epstein's transactions and relationships.” The investigation showed the bank maintained Epstein's accounts even after multiple internal warnings and public reports about his predatory history.The fallout didn't end there. In 2023, Deutsche Bank agreed to pay $75 million to settle a class-action lawsuit brought by Epstein's victims, who alleged the bank knowingly profited from his trafficking enterprise. The lawsuit claimed Deutsche facilitated his abuse by allowing financial flows that sustained his network of recruiters, victims, and offshore shell companies. While the bank publicly stated it regretted its “association” with Epstein and pledged to tighten controls, critics argue its conduct went beyond negligence—it was willful blindness. Congressional oversight committees later revealed that Deutsche had processed over $1.5 billion in transactions linked to Epstein and his associates without timely SAR filings. To many observers, the episode epitomized how global banks too often treat the ultra-rich as untouchable, turning compliance into performance rather than protection.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

Deutsche Bank agreed to pay $75 million to settle a lawsuit brought by women who accused the bank of enabling Jeffrey Epstein's sex trafficking operation. The plaintiffs claimed Deutsche Bank ignored multiple red flags and continued to process transactions that directly facilitated Epstein's abuse—payments that were allegedly routed to victims, recruiters, and associates even after Epstein's 2008 conviction was widely known. The settlement, reached in 2023, marked one of the largest financial agreements of its kind between a major bank and victims of sexual exploitation, with court filings revealing that Epstein maintained dozens of accounts at Deutsche Bank between 2013 and 2018.In addition to the civil settlement, Deutsche Bank previously paid a $150 million regulatory fine in 2020 to New York's Department of Financial Services for “significant compliance failures” related to its relationship with Epstein. The bank admitted it had misclassified Epstein as a low-risk client despite internal warnings and compliance alerts noting his criminal history. Executives later described taking Epstein on as a “critical mistake,” and following public outcry, Deutsche Bank announced an overhaul of its anti–money laundering systems. The settlement underscored how major financial institutions helped sustain Epstein's criminal enterprise long after his name should have been toxic in global banking circles.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

Frank and Rob dive into:• Rob's path from UBS and Morgan Stanley to launching NewEdge Wealth.• How NewEdge Wealth and NewEdge Advisors differ and advisor profiles that may fit each platform.• How multi-custody and open architecture models can offer flexibility.• Perspectives of some advisors that have experienced business growth after joining the firm.•  The role of private equity and its innovation in wealth management.• How advisors may use niche marketing strategies and referral initiatives to identify opportunities.Whether you're exploring alternatives to a wirehouse or staying informed on industry developments, this conversation offers a practical look at the choices and trade-offs within today's independent landscape.Want to connect?Reach out to Frank directly at frank@eliteconsultingpartners.com or send him a DM on LinkedIn.You can also connect with Rob by emailing RSechan@NewEdgeCG.com or visiting his LinkedIn page.“Assets “serviced by” the firm includes (i) client assets for which we provide investment advisory services, (ii) client assets for which we provide brokerage services through our affiliate, NewEdge Securities, LLC and (iii) client assets held at affiliated and unaffiliated broker dealers for which we provide supervisory oversight, support services and/or wealth strategy services.Opinions expressed are as of October 7, 2025, and may change without notice. This content is for informational purposes only and does not constitute investment advice or a recommendation regarding any security, strategy, or business relationship. Past performance does not guarantee future results.References to advisor experiences (including business growth, win rates, or referrals) reflect individual circumstances and are not representative of all advisors or outcomes. Results vary and are not guaranteed.Any testimonials or endorsements presented reflect the speaker's opinion at the time made. If compensation or other benefits were provided in connection with a testimonial or endorsement, that fact will be disclosed. Such statements should not be construed as indicative of future performance or experience for all clients or advisors.Third-party firms, custodians, platforms, or services referenced are independent of NewEdge. Their inclusion does not constitute a recommendation, endorsement, or approval. Where third-party ratings or rankings are cited, the source and date apply; methodologies may differ, and ratings may not predict future performance. NewEdge may have business arrangements with certain third parties that present potential conflicts of interest; details available upon request.NewEdge may receive or provide referrals to or from third parties, including custodians, which may involve compensation or other benefits. Additional information about referral relationships and compensation is available upon request, A copy of the NewEdge's current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.newedgecg.com.All company names, logos, and trademarks are property of their respective owners and are used for identification only. References to media appearances do not constitute an endorsement.

If you don't know your core values, you'll likely build a business that looks successful on paper but leaves you burned out and misaligned in real life.That's why I invited my friend Robert Glazer on the podcast. He's an entrepreneur, bestselling author, and someone I always learn from when it comes to leadership. Robert built a global business that won dozens of “Best Place to Work” awards, writes the Friday Forward newsletter read by hundreds of thousands each week, and has published five books translated worldwide. His new book The Compass Within is about uncovering the values that drive you—and using them to align your business and life so success actually feels fulfilling.In this conversation, Robert and I dig into where core values really come from, why it's so important to share them with your team, and how to infuse them into your culture so your firm can grow without losing what makes it special. We also talk through his “three climbs” framework, and why so many advisors get to the top of the wrong mountain and wonder why it doesn't feel like freedom.3 of the biggest insights from Robert…1. The Compass Within: Why Advisors Need a Core Values FrameworkRobert's new book isn't just another leadership parable—it's a tool to help you figure out the values that drive every decision you make. When you know those, you can build a firm that scales without burning you out, gives your team clarity, and actually supports the kind of freedom you want.2. Core Values Are Formed Earlier Than You ThinkMost values are rooted in childhood—they usually come from one of two places: the moments that lit us up, or the painful experiences we swore we'd never repeat. When you understand those drivers, you can lead more authentically, set clearer expectations, and avoid the blind spots that derail teams.3. From Words on the Wall to Culture That WorksValues don't matter if they just sit on a wall—they've got to show up in daily behavior. Robert shares how firms can turn values into real systems so your firm attracts the right people, and scales trust without the founder needing to be in every room.4. The 3 Climbs: How to Build a Business You Never Want to Retire FromToo many advisors grind their way up the wrong mountain, only to find emptiness at the top. Robert explains the 3 climbs of entrepreneurship and how to design your firm so the journey itself is energizing.SHOW NOTEShttps://bradleyjohnson.com/138FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get copy of Robert's book, "The Compass Within" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "138" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. 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. TP10254797117See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Is the “2030 Depression” really inevitable - or just overhyped? In this continuation of his three-part series, Darryl Lyons, CEO & Co-Founder of PAX Financial Group, dives deeper into the predictions surrounding a potential economic downturn and examines the four “vehicles” that could collide to create it: government spending, inflation, demographic trends, and the AI bubble. Building on Part 1's historical parallels, Darryl unpacks how rising national debt, compounding inflation, shrinking birth rates, and market speculation around artificial intelligence are shaping today's financial landscape. Using his “traffic light” analogy, he illustrates how these forces might intersect - and what that could mean for investors and everyday Americans alike. Whether you're concerned about what's ahead or simply trying to separate fact from fear, this episode encourages you to question the doomsday narratives, stay informed, and maintain a long-term perspective grounded in wisdom and clarity. Key Highlights from the Episode •           The “four cars at the intersection” driving economic risk: government spending, inflation, demographics, and AI. •           How compounding inflation is widening the gap between the “haves” and “have nots.” •           Why declining birth rates and aging leadership may create long-term economic pressure. •           The warning signs of an AI-driven market bubble - and lessons from the dot-com era. •           Why fear and greed still dictate market behavior - and how to stay grounded amid uncertainty. Listen to more episodes: https://PAXFinancialGroup.com/podcasts If you enjoyed today's episode, share it with your family and friends!

Key Highlights from the Episode:0:45 – The Rise of Video Marketing2:22 – How Video Boosts SEO and Engagement4:35 – Short-Form vs. Long-Form Video Explained7:12 – The Myth of Viral Success9:43 – Optimizing Video Analytics and Performance12:20 – Cuts, Angles, and B-Roll Basics15:42 – High vs. Low Production Quality20:00 – Navigating Compliance with Confidence24:47 – Measuring ROI Beyond Views29:09 – The Future of Video and AI Tools32:55 – The One Video Every Advisor Should Create34:50 – DIY Starter Kit for AdvisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comVisit Angela's website here: https://www.angelawolfvideo.com/Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

“If you have a fear of failure, you won't launch.” - Brad BergmooserWelcome to episode 220 of The CUInsight Experience podcast with your hosts, Randy Smith, co-founder of CUInsight.com, and Jill Nowacki, President and CEO of Humanidei.This episode is sponsored by The Sheeter Group - a leading executive benefits firm that meets your retention and succession needs. This includes non-qualified benefit plans, short and long-term incentive plans, compensation studies, scorecard design, performance evaluation, and more. Learn more at sheetergroup.com.In this season, Jill and I will have conversations centered around leadership, credit unions, and living our best lives. We will have some of the most respected leaders from around credit unions who we are grateful to call friends join us in the discussion from time to time too.In this episode, we welcome Brad Bergmooser, CEO of Financial Plus Credit Union in Michigan. He joins us to discuss one of the most important aspects of being an effective leader—adaptability. Adaptability is shown to be crucial not just for leaders, but for entire organizations, and we explore how credit unions need to be "fast followers" to keep up with demands for instant, personalized service. Clinging to the "way we've always done it" is a recipe for getting left behind!Listen as Brad shares how he has embraced change and disruption to create an exciting, fast-paced environment that attracts top talent to the credit union industry. We dig into the difference between reacting to change vs. proactively adapting to it, and Brad provides examples of how he has developed adaptable leaders on his team by giving them assignments outside of their comfort zones, ultimately building their "muscle memory" for taking on uncertainty.We also discuss the challenges of leading teams through rapid change and how some leaders struggle with the loss of control that can sometimes come with the territory of being adaptable, and Brad highlights the importance of surrounding yourself with experts who can fill the gaps in your own knowledge, rather than trying to be the all-knowing CEO.We ultimately offer some insights for aspiring leaders into how to foster adaptability in themselves and in their teams, with key traits including embracing failure as a learning opportunity, maintaining confidence while also being vulnerable, and constantly putting yourself in uncomfortable situations to build that crucial adaptability muscle! Enjoy our conversation with Brad Bergmooser! Find the full show notes on cuinsight.com.Subscribe on: Apple Podcasts and SpotifyConnect with Brad:Brad Bergmooser, CEO of Financial Plus Credit Union - Michiganmyfpcu.com Brad: LinkedInFinancial Plus Credit Union: LinkedIn | Instagram | Facebook | YouTube

Key Highlights from the Episode:0:00 – Introduction & Topic Overview1:15 – The Three Core Constraints Advisors Face3:40 – Capacity Challenges & Team Leverage6:10 – Revenue vs AUM: Rethinking Profitability10:45 – Pricing Psychology & Raising the Floor15:45 – Deliverables, Value, and Client Experience20:00 – AI and Technology for Advisor Efficiency23:00 – Quality Growth Over Quantity29:20 – The ‘Who Not How' Mindset & Scaling Leadership37:00 – Raising Minimums & Continuous ImprovementResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comeXtraordinary Coaching | Free Growth Guide + Resources: https://www.xfa.coachListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

Most advisors I know have felt that tug-of-war: do I grow my firm, or do I show up at home? The truth is, you don't have to choose.At our Founder's Retreat in Maui, I sat down with two guys who really live this out: Daniel Crosby, a behavioral finance expert, and Jason Khalipa, a CrossFit Games champ turned entrepreneur. They've both spoken at Triad experiences before — not as “fly-in, fly-out” speakers, but as part of the community. They show up with their families, they engage, and they embody what it means to “Do Business. Do Life.”Together, we dug into how including family in business events removes the guilt of being away. It lets you go deeper on the business side, knowing you'll walk out of the room and step straight into making memories with your family. If you've ever carried the guilt of missing a soccer game or dinner with your family in the name of work, this conversation will hit home.3 of the biggest insights from Daniel Crosby & Jason Khalipa…#1.) You Don't Have to Choose Between Business and LifeBusiness success and family life don't have to compete. You can thrive in both without compromise.#2.) Eliminate Guilt by Including Family in the JourneyJason and Daniel shared how events that welcome spouses and kids create freedom instead of guilt. You're no longer worried about missing dinners or soccer games — family is part of the journey. That integration lets you be fully present in business sessions and fully engaged at home.#3.) Core Values Only Matter if You Live ThemIt's easy to carve values into a wall or throw them on a website. Living them is harder. At Triad, values show up in how members treat each other, how families are included, and how community comes before transactions. That's what builds trust and belonging — for advisors and their families.SHOW NOTEShttps://bradleyjohnson.com/137FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today I'm joined by Sanjiv Yajnik, President of Financial Services at Capital One. We cover why tech integrations are still the biggest challenge for F&I, how lenders are anticipating an EV market slowdown, why "6%" is the most important number in dealership leads and much more. This episode is brought to you by: 1. vAuto - As the industry's premier provider of end-to-end inventory management solutions, vAuto gives every dealer—from a single point store to the largest groups—the data, insights and tools they need to maximize returns from the new and used vehicle inventory investments. Known for its game-changing inventory management innovations, vAuto provides AI-powered predictive data science to help dealers see their future and consistently make the right, ROI-minded decisions with every vehicle they appraise, acquire, price and retail. Visit @ https://www.vauto.com 2. WarrCloud - Your warranty claims process shouldn't drain your profits—or your people. Our award-winning AI technology transforms OEM warranty processing, helping you capture every dollar you've earned. Dealers reduce costs, speed up reimbursements, and uncover new revenue opportunities—while consistently improving OEM claim scores. The future of fixed ops belongs to those who adapt. Let's talk about automating your warranty processing today by visiting @ https://warrcloud.com/get-an-analysis⁠ 3. Capital One – Many dealers believe digital tools can help boost sales. But early findings from a recent Capital One Auto survey revealed operational challenges dealers are still navigating and how trust is shaped. Listen for insights as to what's been uncovered and where the research is headed. Learn more: https://www.capitalone.com/cars/auto-financing/dealer Check out Car Dealership Guy's stuff: For dealers: Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Dealership recruiting ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgrecruiting.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Fix your dealership's social media ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.trynomad.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ For industry vendors: Advertise with Car Dealership Guy ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgpartner.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Industry job board ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://jobs.dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Request to be a podcast guest ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠http://www.cdgguest.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Topics: 00:51 Last year's predictions: right or wrong? 02:21 What is the future of EVs? 04:51 Dealerships' role in the EV transition? 07:28 How does tech create transparency? 13:45 Biggest tech integration challenges? 16:37 How to improve the F&I process? 23:13 How do downturns impact dealerships? 29:00 Best dealership tech stack recommendations? 40:34 Top predictions for dealerships' future? Car Dealership Guy Socials: X ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠x.com/GuyDealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/cardealershipguy/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@guydealership⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠threads.net/@cardealershipguy⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠dealershipguy.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Key Highlights from the Episode:0:00 – Introduction: AI, NLP, and sentiment analysis explained2:10 – What sentiment analysis is and why it matters for advisors4:30 – How AI scores positivity, negativity, and client reactions6:00 – Real-world use cases: client emails, brand perception, and practice reviews8:30 – Why “no bad publicity” isn't always true in financial services10:15 – Sentiment analysis as a supplement to traditional KPIs12:00 – Spotting early warning signs of client attrition14:00 – How generational wealth transfer creates new sentiment insights18:30 – Turning social proof and negative feedback into opportunities23:00 – Compliance considerations when using recording and AI tools25:00 – How sentiment can feed into lead scoring and forecasting27:30 – Final takeaways: actionable, not overwhelmingResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners