Podcasts about financial services industry

What if the key to transforming entrepreneurship lies in who gets to be an investor? In this episode of The Angel Next Door Podcast, host Marcia Dawood invites us to consider the power of opening up investment opportunities to more women and how it could change the face of business leadership.Our guest, Patricia Lizarraga, is a trailblazing finance expert who created the Hypatia Women CEO ETF (WCEO ETF) after realizing the unique strengths women bring to executive roles. Her fund allows anyone—with as little as $30—to invest in every U.S. public company run by a woman CEO, breaking down traditional barriers and shifting perceptions of who can be an investor.Listeners will gain insights into how the WCEO ETF is outperforming industry benchmarks and why initiatives like the “100 Shares for Women” campaign are critical to advancing gender equity. This episode is essential listening for anyone curious about making an impact through investing, expanding their financial confidence, or supporting more women at the helm of big business. To get the latest from Patricia Lizarraga, you can follow her below!https://www.linkedin.com/in/patricializarraga/https://www.hypatianation.com Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Listen to Bill as he interviews Carlan, one of the Life Insurance Industry's top executives! Carlan has been innovating and cultivating new relationships, tools, and platforms for over 31 years. Carlan's wealth of knowledge helps her create additional value for her customers in business development, recruitment, and implementation of Brokerage General Agencies and Independent Marketing Organizations! Also, this podcast episode features time management and business optimization strategies that you can implement into your practice immediately! Carlan's Bio: Carlan W. Snipes is a Field Vice President for the Broad Market distribution channel covering the Southeast region. She has over 31 years in the Financial Services Industry and provides unmatched expertise in expanding the sale of life insurance products.  Carlan's wealth of knowledge helps her create additional value for her customers in business development, recruitment, and implementation of Brokerage General Agencies and Independent Marketing Organizations. Carlan was first recruited to First Colony Life after graduating from Virginia Tech. She advanced her career in positions such as Customer Service Representative, Case Manager, Internal & External Wholesaler, Product Specialist, and Regional Vice President with GE Financial and Genworth. She spent 22 years with Genworth marketing Life Insurance, Annuities, and Linked Benefit products to Independent Brokerage before joining Pacific Life in 2017. Carlan received her Bachelor of Arts degree in Political Science from Virginia Polytechnic Institute and State University (Virginia Tech). She has also obtained the Fellow, Life Management Institute (FLMI), Certified Structured Settlement Consultant (CSSC), and Certified Long-Term Care (CLTC) designations.  Carlan also holds her FINRA Series 6 and VA Life and Health license. Carlan's Acheivements:  Summit Award Winner 2020, 2022, 2023, & 2024 (to win this award, you must achieve 105% or more of your sales goal) Circle of Excellence Winner 2020, 2022, 2023 & 2024 (to win you must achieve 110% or more of sales goal, in 2024 I was 121% to goal) Standford Award Winner 2020 achieved the highest percentage to goal on my team Chairman's Award Winner 2022 achieved the highest percent to goal on my team (PL renamed this award in 2021 when are CEO retired) 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

We are releasing today on our podcast show a repurposed webinar which we produced on May 13, 2025 entitled “What is happening at the federal agencies (other than the CFPB) that is relevant to the consumer financial services industry.” During this podcast, we will inform you about recent developments at those other agencies, including the FTC, OCC, FDIC, FRB and DOJ (collectively, the “Agencies”) and the White House (through the issuance of Executive Orders). Some of the issues we consider are: •        What are the strategic priorities of the Agencies, including cryptocurrency (OCC, FRB and DOJ); reducing regulatory burden, promoting financial inclusion, embracing bank-fintech partnerships and expanding responsible bank activities involving digital assets (OCC); adopt a more open-minded approach to innovation and technology adoption (FDIC); public inquiry into anti-competitive regulations (FTC and DOJ); and regulation of AI technology, boosting protections for children and teens online and strengthening enforcement against companies that sell, transfer, or disclose Americans' geolocation information and other sensitive data to foreign adversaries, more emphasis on antitrust enforcement and less on consumer protection (FTC). •        What is the status of proposed or final regulations of the Agencies? (e.g., FTC CARS Rule, Click-to-Cancel Rule, Junk Fees Rule, and Rule banning Noncompetes; FDIC advertisement and brokered-deposit rules, OCC rule on bank mergers; and the Community Reinvestment Act final rule)? •        What is the status of enforcement investigations and litigation of the Agencies? •        What impact will staff cuts have on supervisory examinations? •        What is the impact of President Trump's executive order requiring the Agencies to obtain approval from the White House of all proposed and final regulations? •        Will the Supreme Court approve of President Donald Trump's firing of the Democratic members of the FTC and NCUA and other federal agencies (who have subsequently sued Trump to challenge the firings) and, if so, what are its implications? •        What is the significance of the FDIC and OCC agreeing to eliminate “reputation risk” as a basis for evaluating risks to banks? •        Will the OCC adopt a regulation or other guidance, or will Congress enact legislation pertaining to debanking/fair access? •        Will the OCC and/or FDIC issue any guidance or regulations pertaining to federal preemption of state law in light of the Supreme Court's opinion last term in Cantero and the impending Courts of Appeal decisions in Cantero, Kivett and Conti? •        What is the significance of the FDIC withdrawing its amicus brief in support of the Colorado Attorney General in the 10th Circuit in the lawsuit brought by industry against him challenging a Colorado statute which purported to opt out of Section 521 of DIDMCA? •        Will there continue to be fair lending and disparate impact enforcement at any of the Agencies? Alan Kaplinsky, former chair and now senior counsel of Ballard Spahr's Consumer Financial Services Group, moderated the presentations of the following other members of the Consumer Financial Services Group:  Scott Coleman, Ronald Vaske and Kristen Larson.

Discover how Saphyre is revolutionizing the financial industry by slashing fund onboarding time from 18 months to just 24 hours—Stephen Roche shares how their patented technology is changing the game for major institutions like BlackRock, JP Morgan, and BNY Mellon. In this episode of Sharkpreneur, Seth Greene speaks with Stephen Roche, co-founder of Saphyre, about how their cutting-edge technology is transforming the financial industry by streamlining fund onboarding and settlement, reducing processes that once took up to 18 months down to just 24 hours. Stephen shares the journey behind Saphyre's success and the challenges of revolutionizing an industry still reliant on outdated manual processes.   Key Takeaways: → How Saphyre is revolutionizing fund onboarding. → Why outdated workflows like faxes and spreadsheets are still plaguing the finance industry. → How Saphyre's cloud-based approach solves these outdated workflows. → Why passion for innovation and entrepreneurship will transform the FinTech industry. → How Saphyre navigates complex integration challenges with large financial institutions without requiring them to replace their existing technology.   Stephen Roche brings over 20 years of B2B business development and IT consulting experience, working with Fortune 1000 companies and startups alike. From leading major technology rollouts for Volvo Cars, Red Bull Racing, and Yankee Stadium during his time at AT&T, to co-founding Saphyre and managing strategic relationships with top global financial institutions, Stephen is a proven dealmaker in emerging tech and enterprise IT solutions.   Connect With Stephen: Saphyre LinkedIn     Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how Saphyre is revolutionizing the financial industry by slashing fund onboarding time from 18 months to just 24 hours—Stephen Roche shares how their patented technology is changing the game for major institutions like BlackRock, JP Morgan, and BNY Mellon. In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Stephen Roche, co-founder of Saphyre, about how their cutting-edge technology is transforming the financial industry by streamlining fund onboarding and settlement, reducing processes that once took up to 18 months down to just 24 hours. Stephen shares the journey behind Saphyre's success and the challenges of revolutionizing an industry still reliant on outdated manual processes. Key Takeaways: → How Saphyre is revolutionizing fund onboarding. → Why outdated workflows like faxes and spreadsheets are still plaguing the finance industry. → How Saphyre's cloud-based approach solves these outdated workflows. → Why passion for innovation and entrepreneurship will transform the FinTech industry. → How Saphyre navigates complex integration challenges with large financial institutions without requiring them to replace their existing technology.  Stephen Roche brings over 20 years of B2B business development and IT consulting experience, working with Fortune 1000 companies and startups alike. From leading major technology rollouts for Volvo Cars, Red Bull Racing, and Yankee Stadium during his time at AT&T, to co-founding Saphyre and managing strategic relationships with top global financial institutions, Stephen is a proven dealmaker in emerging tech and enterprise IT solutions. Connect With Stephen: Saphyre LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the Art of Value Whispering podcast Today I'm joined by Josefine Wanner—a former corporate executive turned LinkedIn specialist. After nearly 20 years in the corporate world, a wake-up call led her to walk away from her career and start fresh. What began as a backup plan soon became her calling, leading her to launch the Empowered Entrepreneur Programme and, later, a thriving business helping others succeed on LinkedIn. In this episode, Josefine shares the key lessons from her journey, along with actionable strategies to help you build visibility and attract your ideal audience on LinkedIn. ‍ “Your LinkedIn profile is a landing page—make it inviting, engaging, and action-driven. Use your banner strategically to guide visitors toward the next step." - Josefine Wanners ‍ In this Week's Episode... ‍ In this episode, you will learn: ‍ Josefine's 5-step LinkedIn checklist framework How to craft LinkedIn posts that drive engagement The power of an optimized profile How to overcome doubts & fears about posting online Practical strategies for LinkedIn success How to use AI effectively while maintaining your authenticity How to structure LinkedIn posts for maximum impact ‍

In part 2, Sierra Nicholson is joined by Eversheds Sutherland partners Ginger Faulk (US) and James Lindop (UK) to reflect on part 1 and discuss navigating the complexities of international regulatory differences, managing economic tensions among major global trading regions and identifying opportunities for financial services firms to enhance transaction facilitation and build trust between 'neutral market' partners.

In this series, Matthew Allen speaks with leaders and luminaries from the financial services industry exploring trends and opportunities in global financial markets in 2025. In this episode, Matthew is joined by Nicola Watkinson, Head of International at TheCityUK to explore trends in international trade and their impact on financial services. Listen to hear them discuss underlying themes in current trade policy, different regulatory approaches across global markets and increasing regional alliance, the role of financial services in global trade and how international regulatory cooperation impacts their operations and forecasts on the evolution of trade policy and the opportunities that presents

Neste episódio da série especial Google Cloud Cast Apresenta AI Trends, nossos hosts, Daniel Leite e Marcelo Gomes, vão discutir o impacto da IA no setor de serviços financeiros.Com a presença de Rafael d'Ávila, Head de Financial Services Industry do Google Cloud, vamos descobrir como a IA está revolucionando a experiência bancária, desde a personalização de serviços até a segurança contra fraudes. E mais: a gente não só vai falar de IA, mas também vamos conversar com ela. Ouça já!Confira os materiais mencionados neste episódio:AI Business Trends 2025Gostou do episódio? Tem alguma dúvida ou sugestão? Fale com a gente pelo e-mail googlecloudcast@google.com

In this episode of AML Conversations, John Byrne interviews David Stewart, Director, Financial Services Industry, Fraud & Security Intelligence Practice for SAS Institute Inc. David has spent many years in the AML/Financial Crime space and his insight is sought by many in our community. During their discussion, John and David discuss the impact of the COVID-19 pandemic on his global team, how he sees compliance after the “new normal” and the recent SAS paper, “What is next- generation AML?.” The paper delves into issues such as innovation, model governance and how to manage AML and fraud.

Sierra Nicholson is joined by Rhys McWhirter and Rachel Reid to reflect on part 1 and provide additional insights into expectations for growth in the digital assets market, balanced regulation and rulemaking, consumer expectations driving investor appetite for emerging tech.

In this episode, Matthew is joined by Azmina Keshani at Zodia Custody to explore: trends in the digital asset markets across global regions , finding balance between regulations that foster innovation and those that hinder it, digital asset innovation beyond cryptocurrency , practical tips for institutions looking to explore or deepen their investment in digital assets

In this Ortho Marketing episode, Dean Steinman is joined by industry experts Cathy and Samantha Konner from Proviser. They dive into the world of insurance and business growth. Tune in as we discuss key strategies, common pitfalls, and expert tips to help you protect and scale your business effectively!Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/ About Cathy KonnerSince 1996, Cathy Konner had been helping her clients from every walk of life, create financial strategies to meet thier goals. In 2020, an invitation to speak at UMDNJ's School of Dental Medicine, changed her direction. Recognizing that the Students, Residents and Faculty were immensely underserved, she decided to focus her business to serve the Dental industry as well as Medical. Fast forward to today, her practice helps over 5,000 clients navigate their personal and business finances. From graduating Dental School to becoming an associate and then transitioning into Practice Ownership, her team does it all. About Samantha KonnerSamantha Konner shifted her career path from being in the Hospitality Industry to joining the Financial Services Industry in early 2018, and with good intent. After a decade in the Hospitality world, an industry that she truly loved, Samantha realized that she was working a job that was no longer satisfying her desire to create experiences. Recognizing that her mother's practice had become successful in helping others throughout the duration of their lives, not just for a weekend or a night, Samantha decided that her career path should be one of just that - helping others to protect and prosper in their lives. Samantha joined her mother, Cathy, in her practice to work with dental professionals uncover plans that bring security, clarity, and wealth maximization strategies to their futures. For more information, visit www.proviserprotect.us

In this Ortho Marketing episode, Dean Steinman is joined by industry experts Cathy and Samantha Konner from Proviser. They dive into the world of insurance and business growth. Tune in as we discuss key strategies, common pitfalls, and expert tips to help you protect and scale your business effectively!Ready to elevate your practice? Contact us!https://orthomarketing.com/contact-us/ About Cathy KonnerSince 1996, Cathy Konner had been helping her clients from every walk of life, create financial strategies to meet thier goals. In 2020, an invitation to speak at UMDNJ's School of Dental Medicine, changed her direction. Recognizing that the Students, Residents and Faculty were immensely underserved, she decided to focus her business to serve the Dental industry as well as Medical. Fast forward to today, her practice helps over 5,000 clients navigate their personal and business finances. From graduating Dental School to becoming an associate and then transitioning into Practice Ownership, her team does it all. About Samantha KonnerSamantha Konner shifted her career path from being in the Hospitality Industry to joining the Financial Services Industry in early 2018, and with good intent. After a decade in the Hospitality world, an industry that she truly loved, Samantha realized that she was working a job that was no longer satisfying her desire to create experiences. Recognizing that her mother's practice had become successful in helping others throughout the duration of their lives, not just for a weekend or a night, Samantha decided that her career path should be one of just that - helping others to protect and prosper in their lives. Samantha joined her mother, Cathy, in her practice to work with dental professionals uncover plans that bring security, clarity, and wealth maximization strategies to their futures. For more information, visit www.proviserprotect.us

Trying to move up the ladder as a woman in financial services or offer support to those who are by fostering a more inclusive environment? Join Kirsten Schlumbohm and Lindsey Lewis, MBA, CHFC®, CFP®, Executive Director and Chair at The American College for the Center of Women in Financial Services, as they continue their insightful conversation about empowering women and minorities in the financial industry. In part two of this episode, she emphasizes the importance of education, mentorship, and understanding the diverse landscape of financial services roles. Lindsey also discusses her personal definition of success, which involves balancing different aspects of life and surrounding herself with a supportive "village." With wisdom and authenticity, she offers advice for women considering a career in financial services - know yourself, find a mentor, and claim your seat at the table.Resources:The American College of Financial ServicesState of Women in Wealth Management Report 2023Statistics:Buy Back Your Time by Dan MartellThe Book of Boundaries by Melissa UrbanFour Thousand Weeks: Time Management for Mortals by Oliver Burkeman

We're delighted to share with you a new series of podcasts that explore key themes and trends impacting the financial services industry throughout 2025.  In today's episode Sierra Nicholson is joined by Eversheds Sutherland speakers, Renée Dailey and Ben Davis, to reflect on part 1 and provide additional insights into what is driving growth in the private placement market, the rise of new and innovative structures in transactions and how the addressable market for private credit might evolve in the year ahead.

Whether you're a woman trying to find your footing in the financial space or a firm looking to become more inclusive to female clients and employees, consider this: small changes lead to big results! Host Kirsten Schlumbohm engages with Lindsey Lewis, MBA, CHFC®, CFP®, Executive Director and Chair at The American College for the Center of Women in Financial Services, to shed light on enhancing diversity, equity, and inclusion in the financial sector. They explore Lindsey's journey from a finance professional to an academic leader, her innovative work at The American College, and the pressing need for more women in financial services. The discussion offers insights into overcoming systemic barriers and fostering a more inclusive environment. They also touch on Lindsey's contributions to curriculum development aimed at representing diverse financial needs. Don't miss this episode on the future of financial services and the role of women in shaping it!Resources:The American College of Financial ServicesState of Women in Wealth Management Report 2023Statistics:Buy Back Your Time by Dan MartellThe Book of Boundaries by Melissa UrbanFour Thousand Weeks: Time Management for Mortals by Oliver Burkeman

We're delighted to share with you a new series of podcasts that explore key themes and trends impacting the financial services industry throughout 2025.  In this series, Matthew Allen conducts a number of interviews with leaders and luminaries from the financial services industry, exploring trends and opportunities in global financial markets in 2025. Each month, we will hear from our clients on a particular hot topic. In this first episode, Matthew is joined by Ed Jolly and Jack Gilbert at PGIM Private Capital to discuss the inexorable rise of private credit. Listen to hear our speakers discuss trends in this area over the next 12 months, PGIM's approach to private credit in the corporate space and sponsored deals and practical tips for investors who are looking to broaden their exposure to private credit.  Visit our digital guide for further information on this podcast series and to register for upcoming episodes.

Hey everyone, Bill Storm here, and welcome to the Lessons in Leadership podcast. Today, I'm excited to host Jim Alafat, a dynamic entrepreneur, speaker, and coach with a passion for sharing lessons that truly transform lives. Our topic? "Eight Life-Changing Lessons You'll Never Learn in School." Jim's journey from scrubbing pots in a family restaurant at age 12 to navigating financial setbacks and ultimately reinventing himself as a successful entrepreneur is inspiring and deeply practical. Let's dive in. If you like today's message, here are four ways I can help you grow faster… 5. Join the team: https://www.billstorm.com/join-the-team.html 6. 1:1 executive-level coaching to help you overcome the limiting beliefs, patterns, and habits keeping you from achieving the outcomes you're looking for in your personal and professional life. 7. Speak at your next event. 8. Conduct a mindset, sales, or leadership training workshop for your team. https://www.billstorm.com/ About Jim Alafat Jim has been an entrepreneur at heart, starting his first business at 12. He's worked and consulted in various industries including Restaurants, Retail, Resort Operations, Golf Operations, SCUBA Operations, Mortgage Companies and Systems. He's worked in the Financial Services Industry and held numerous licenses. He is a Certified Budget Counselor, and Commercial Lending Processor and Broker, which provides great insight and value to his consulting clients. He is also a retired Master SCUBA Instructor, certifying people in 14 countries. His passion is consulting and educating people and business owners on how they can get big business resources on their small business friendly budget, saving them thousands of dollars on services they already pay for, but most likely don't use as frequently as they should -- due to cost. He volunteers at the Blackstone Launchpad at UCF and at 1 Million Cups Orlando working with Start-Up entrepreneurs through mid-sized – Emerging Growth companies on creating a sustainable and scalable business model that runs with or without them there. He is a Winning Coach/Mentor at the Joust Competition at UCF. He's a public speaker on a wide range of topics including business, Identity Theft, leadership, motivational, financing strategies and more. His most requested talks are: “Myths vs Reality of Identity Theft” and “8 Life-Changing Lessons You'll Never Learn in School” has been well received and touted as: “The best outline for entrepreneurs on how to properly set-up and run a business”. There are over 52 lessons so talks can be customized to the audience. He is in the process of rebranding his company to the Alafat Agency as his 17-yr old daughter is graduating high school and going to college for business. He loves playing golf, SCUBA Diving, cooking and fine wines. He's been married for 23 years to his wife and life partner, Jo Ann. Jim can be reached at: https://www.linkedin.com/in/jimalafat jgalafat@outlook.com Direct: 407.451.2820 Bill Storm is a seasoned advisor and consultant renowned for his expertise in driving peak performance and fostering effective leadership within Fortune 500 companies. With a multifaceted skill set spanning organizational systems, the psychology of achievement, team building, and sales, Bill is a trusted resource for executives, managers, and team leaders seeking to maximize their potential. Drawing from his extensive experience as a Peak Performance Strategist with the Tony Robbins organization and Team-Building Specialist with the John Maxwell Leadership Team, Bill has developed a unique set of frameworks tailored to the needs of industry leaders. These frameworks provide a foundation for building winning teams and achieving sustainable success in today's competitive landscape. In his personal life, Bill has been married for 29 years to the love of his life, has two adult children, and recently welcomed his first grandchild into the world! https://www.billstorm.com/

Today's podcast episode is a re-purposing of a webinar we recorded on November 12, 2024. Our special guests for that webinar were Colin Carr, Vice-President of Congressional affairs at the Consumer Bankers Association and Ian Katz, Managing Director at Capital Alpha Partners. John Culhane, a partner in the Consumer Financial Services Group at our firm. The webinar begins with Colin giving us an overview of President-Elect Trump's victory and the Senate and House elections which resulted in the Republicans achieving close majorities in both chambers. As a result, the Republicans may not have too much difficulty in confirming Trump nominees for various positions and may also be able to override final rules published in the Federal Register by the CFPB and other agencies after August 1 of this year under the Congressional Review Act. (This includes the so-called “open banking” rule pertaining to consumer control of their records at banks under Section 133 of Dodd-Frank. Ian then addresses certain leadership changes at the CFPB, FDIC, OCC, FRB and FTC and the possibility of Trump using recess appointments to nominate the leaders of those agencies. John Culhane then takes a deep dive into the current status and expected outcome of agency regulations (both legislative and interpretive), proposed regulations and other written but less formal guidance and circulars. This includes the CFPB's $8. credit card late fee rule, the small business data collection rule under Section 1071 of Dodd-Frank, the Buy-Now, Pay-Later interpretive rule, “open banking “ rule, and the changes to the UDAAP Exam Manual which described any form of discrimination as being an unfair trade practice, all of which are the subject of pending litigation. We also discuss the FTC's “CARS” rule and the “Click to Cancel” rule, which are also subject to pending litigation. Finally, we discussed the FDIC's “brokered deposits” rule. We explain how final legislative rules can only be overturned or modified through Congressional Review Act override (if they were adopted after August 1, 2024) or by proposing a repeal or modification under the Administrative Procedure Act (which is the same lengthy procedure utilized to promulgate the regulation) or by a final judgment of a court invalidating the rule. We also discuss whether the new CFPB Director may concede that the CFPB has been unlawfully funded under Dodd-Frank since the FRB may only fund the CFPB out of “combined earnings of the Federal Reserve Banks” and because there have been no such combined earnings since September, 2022. Alan Kaplinsky, Senior Counsel and former practice group leader for 25 years of the Consumer Financial Services Group at Ballard Spahr hosts the episode.  

Host and VP of Data Governance and Data Integration Solution Sales Amy Horowitz is joined by Kenneth Landry on this episode of Bringing Data and AI to Life. Kenneth is the National Manager of Data and Technology Governance and Controls at the Toyota Financial Services Corporation and someone with an extensive background engaging and driving the information services of Data Management and Data Governance. Amy and Kenneth dive into these topics with fervor and discuss the crucial role of data management and governance in the financial services industry. This engaging conversation highlights the importance of data governance and the role of AI in enhancing practices in the financial services industry.

Scott was joined in studio by Katelyn Kucharo, Founder & CEO of The Admin Effect. They discuss how The Admin Effect optimizes financial advisors and insurance professionals' practices. Katelyn Kucharo is the founder of The Admin Effect™, a company dedicated to empowering operations professionals in the financial services industry. With a background in competitive gymnastics and coaching, Katelyn's passion for uplifting others has been a driving force throughout her career. She began her professional journey working for a large insurance marketing organization, where she gained extensive experience in various roles, including contracting and licensing, new business case management, and sales. May 23, 2020, changed Katelyn's life forever. Her best friend since birth, Sara, passed away at the age of 30 from cancer. Sara's passing gave Katelyn the courage to leave the corporate world to launch The Admin Effect™. Katelyn's desire to provide operational support to top financial advisors, her deep industry knowledge, and dedication to empower others, created the foundation for her company. Katelyn resides on beautiful Lake Norman in Cornelius, NC, and enjoys boating, traveling, wine, and fine dining.In this episode you will learn the following: The Admin Effect began by offering virtual administrative services to advisors and quickly expanded through word of mouth, highlighting a demand for outsourced operational support in the financial sector.The company offers training and process improvement to advisors' teams, emphasizing the importance of understanding complex applications and improving efficiency within advisor offices.Kaitlyn shares personal motivations for founding The Admin Effect, driven by a desire to create positive work environments and help advisors optimize their operations.The Admin Effect is expanding its services to consult with insurance carriers, aiming to connect industry dots and improve processes from an advisor's perspective.Connect with Scott on LinkedInConnect with Katelyn on LinkedInFor more on The Optimized Advisor Podcast click here  For more on The Admin Effect click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook  **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

Radio Cayman is to receive supplemental funding from the Cayman Islands Government. As will the Regulation for Financial Services Industry. A Venezulan man continues to fight his extradition to the United States. #RCNEWS #RADIOCAYMAN #CAYMANISLANDS

In the financial services industry, building trust and establishing a credible brand image are essential for success.  One of the most effective ways to achieve this is through employee advocacy. While compliance and industry regulations present challenges, they do not make employee advocacy impossible. Financial institutions can still thrive by adopting the right approach. In this episode, Lesia goes Behind the Post to give an inside look at how she developed a compliant and successful employee advocacy program for her financial services company. She shares proven tactics for encouraging employee participation while ensuring strict adherence to industry regulations. This includes the use of internal weekly newsletters to keep advocates informed about the latest content, her structured content approval process, and an internal academy where advocates must pass a compliance test before onboarding. From establishing clear guidelines to navigating varying regulations across global teams, Lesia reveals everything you need to know to replicate her success in your own organization. Hot Topics: The internal academy course she designed to ensure advocates understand compliance regulations Strategies for navigating different legal requirements across global teams Her content approval process for maintaining compliance How she encourages advocates to humanize their online presence

Just returned from SuiteWorld, Blake and David discuss key takeaways from Oracle NetSuite's conference, including product updates and the event's growing scale. They also examine recent fundraising and acquisitions in the accounting-tech space, notably bookkeeping startup Finally's $200 million Series B round. Moving on, there's Big Four firm news, including PwC's layoffs and return-to-office policies, as well as a viral TikTok trend exploiting a Chase Bank ATM glitch.SponsorsLiveFlow - http://accountingpodcast.promo/liveflowThe Small Business Research Institute - http://accountingpodcast.promo/ceanowSafeSend - http://accountingpodcast.promo/safesendChapters(00:46) - Recap of Oracle SuiteWorld Conference (02:26) - NetSuite's Growth and Market Position (12:48) - Product Announcements and AI Integration (18:56) - Listener Questions and Career Advice (26:03) - Bookkeeping Startup Raises $200 Million (29:13) - Exploring All-in-One Bookkeeping Services (30:03) - The Future of Accounting Software Market (31:31) - Mercury Bank Acquires Teal (32:12) - Challenges in Automated Bookkeeping (35:39) - Consolidation in the Financial Services Industry (38:44) - Viral TikTok ATM Glitch Exploits (42:18) - PwC Layoffs and Office Policies (50:09) - Deloitte's Olympic Gold Medalist (54:58) - Career Advice for Tech and Accounting Professionals  Show NotesOracle NetSuite – SuiteWorldhttps://www.netsuitesuiteworld.com/ Accounting Software Market Size With Growing Demand and Forecast to 2032https://www.linkedin.com/pulse/accounting-software-market-size-growing-demand-qsgic/ Mercury acquires Tealhttps://mercury.com/blog/inside-mercury/mercury-acquires-teal Revolut Business Adds Bill Pay Featurehttps://www.pymnts.com/news/b2b-payments/2024/revolut-business-adds-bill-pay-feature Paylocity Announces Definitive Agreement to Acquire Airbase Inc., a Leading Spend Management Software Solution Providerhttps://www.airbase.com/press-release/paylocity-announces-definitive-agreement-to-acquire-airbase-inc-a-leading-spend-management-software-solution-provider The Chase ATM 'glitch' that went viral is likely check fraud, bank sayshttps://www.usatoday.com/story/money/2024/09/03/chase-bank-atm-glitch-fraud/75058813007/ PwC Laying Off 1,800 Employees in First Formal Cuts Since 2009https://www.wsj.com/articles/pwc-laying-off-1-800-employees-plans-restructuring-of-products-business-b5dfe7c1 PwC tells employees it will use location data to police 'back-to-office' rulehttps://www.ctvnews.ca/business/pwc-tells-employees-it-will-use-location-data-to-police-back-to-office-rule-1.7031968 PwC Isn't Used to Being Called Desperate But Here We Arehttps://www.goingconcern.com/pwc-isnt-used-to-being-called-desperate-but-here-we-are/ Deloitte rower earned gold at Paris Olympicshttps://www.accountingtoday.com/news/deloitte-rower-earned-gold-medal-at-paris-olympicsNeed CPE?Get CPE for listening to podcasts with Earmark: https://earmarkcpe.comSubscribe to the Earmark Podcast: https://podcast.earmarkcpe.comGet in TouchThanks for listening and the great reviews! We appreciate you! Follow and tweet @BlakeTOliver and @DavidLeary. Find us on Facebook and Instagram. If you like what you hear, please do us a favor and write a review on Apple Podcasts or Podchaser. Call us and leave a voicemail; maybe we'll play it on the show. DIAL (202) 695-1040.SponsorshipsAre you interested in sponsoring the Cloud Accounting Podcast? For details, read the prospectus.Need Accounting Conference Info? Check out our new website - accountingconferences.comLimited edition shirts, stickers, and other necessitiesTeePublic Store: http://cloudacctpod.link/merchSubscribeApple Podcasts: http://cloudacctpod.link/ApplePodcastsYouTube: https://www.youtube.com/@TheAccountingPodcastSpotify: http://cloudacctpod.link/SpotifyPodchaser: http://cloudacctpod.link/podchaserStitcher: http://cloudacctpod.link/StitcherOvercast: http://cloudacctpod.link/OvercastClassifieds Forwardly - https://www.forwardly.com/Client Hub - https://clienthub.app/Want to get the word out about your newsletter, webinar, party, Facebook group, podcast, e-book, job posting, or that fancy Excel macro you just created? Let the listeners of The Accounting Podcast know by running a classified ad. Go here to create your classified ad: https://cloudacctpod.link/RunClassifiedAdTranscriptsThe full transcript for this episode is available by clicking on the Transcript tab at the top of this page

Listen, Watch, & Support DTP: www.thereadinesslab.com/dtp-links Boost the Signal with a $5 monthly donation! Become a TRL Insider Member with a ton of extra content!#emergencymanagement #disastertough #leadership #emergencyservicesFew things change how we live more than a crisis affecting our financial stability.  As a result, many experts are ready and able to give sound investment and money management advice in a time of emergency.But, who is there for the financial experts and institutions when THEIR world is turned upside down by crisis?David Mitchell is one of those emergency management experts who trains and readies the financial experts for such a time.David has worked on the frontlines of risk and resiliency for some of the nation's largest and most well-known financial institutions.From gauging financial volatility, predicting public reaction, and learning about new technology, David is responsible for making sure financial institutions are ready for whatever situation may arise.In this episode of the Disaster Tough Podcast, David discusses the importance of sound leadership in times of crisis, and building a strong team to manage such situations.  *Major Endorsements: L3Harris's BeOn PPT App.Learn more about this amazing product here: https://www.l3harris.com/Impulse: Bleeding Control Kits by Professionals for Professionals: https://www.dobermanemg.com/impulseEmergency Management for Dynamic Populations (DyPop): Hot Mess Express An emergency management leadership course focusing on response tactics during terrorist attacks.Hot Mess Express includes an immersive exercise during an intentional train derailment scenario. Register for DyPop here: https://www.thereadinesslab.com/shop/p/dynamicDoberman Emergency Management Group provides subject matter experts in planning and training: www.dobermanemg.com

Have you ever wondered how your relationship with money can impact your ability to invest in the causes and companies you believe in? In this thought-provoking episode of The Angel Next Door Podcast, host Marcia Dawood explores the intersection of personal finance, values, and entrepreneurship with guest Sarah Charles, a veteran of the financial services industry.Sarah Charles brings nearly 25 years of experience to the conversation, having worked with high net worth individuals and families in traditional wealth management before starting her own advice-only planning firm, Sanctuary Financial Planning. Her unique approach to financial advice focuses on transparency, accessibility, and aligning resources with personal values.Throughout the episode, Marcia and Sarah discuss the importance of having a financial plan that not only accounts for personal goals and risk tolerance but also allows for purposeful investing in line with one's values. They discuss the potential for angel investing to generate both financial returns and emotional fulfillment by supporting causes, founders, and world-changing ideas that resonate with the investor. This episode is a must-listen for anyone interested in exploring how to navigate the world of investing while staying true to their values and making a positive impact on the entrepreneurial landscape. To get the latest from Sarah Charles, you can follow her below!LinkedIn - https://www.linkedin.com/in/sarah-k-charles/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Julie Agnew, the Flawsome AF Coach and Business Strategist, shared valuable insights on this weeks episode. During the episode, Julie discussed her journey from a successful corporate career in the Financial Services Industry to launching an online side hustle selling makeup. This venture allowed her to discover hidden skills and passions, leading her to pursue certifications as a Coach and Business Strategist. Julie's coaching approach focuses on aligning inner and external strategies for entrepreneurial and corporate women, empowering them to embrace their flaws and unique strengths.   In this episode of the podcast, Julie delved into the importance of authenticity and self-belief in coaching, emphasizing the need for individuals to trust their own voice and perspective. She highlighted the significance of owning one's narrative and standing out in a crowded market by being true to oneself. Julie's passion for helping others unlock their potential and achieve rapid growth was evident throughout the conversation, showcasing her dedication to empowering women to step into their greatness and make a lasting impact in their careers and lives.   Connect with Julie on her Facebook or her LinkedIn     Visit Laura at her Facebook Page. Learn more about the Endotype Formula™  TAKE THE Endotype™ QUIZ

How does a soccer scholarship, a background in biology and psychology, and an immigrant father's resilience translate into becoming a top financial advisor at Northwestern Mutual? Tune in to this episode of Elite Achievement and uncover Emily Halal's remarkable journey from aspiring physical therapist to financial powerhouse. Within just five years, Emily landed in the top 2% of her company, reaching the prestigious "Forum" milestone by writing $738,000 in risk management premiums. Her story is a testament to the power of hard work, adaptability, and the unyielding desire to make her parents proud.Emily shares the pivotal moments that shaped her career, including the family values instilled by her immigrant father from Lebanon, which became the bedrock of her work ethic and resilience. Discover how Emily navigated uncertain career waters, shifting from endless job interviews to a thriving financial advising career. Learn about the strategies she employed to build trust, credibility, and lasting client relationships, and how she overcame initial insecurities to achieve significant career milestones. Her insights into perseverance, self-belief, and continuous goal-setting offer invaluable lessons for anyone in a service-based business.This episode also dives into the importance of movement, nutrition, and daily routines for boosting productivity and maintaining a healthy work-life balance. Emily discusses practical tips on delegation, overcoming setbacks, and maintaining outreach efforts, even on challenging days. From celebrating weekly wins to setting new goals to avoid post-achievement slumps, Emily's journey is filled with actionable advice for achieving both personal and professional success. Whether you're a financial advisor, entrepreneur, or anyone looking to achieve huge professional success, Emily's story will inspire you to push through barriers and achieve your highest aspirations. In this episode, you will learn about:Emily Halal's journey from aspiring physical therapist to top financial advisor at her company.The impact a soccer scholarship and background in biology and psychology had on her career.Influence of her immigrant father's values on her work ethic and resilience.Strategies for building trust, credibility, and lasting client relationships.Overcoming insecurities and achieving significant career milestones.Importance of movement, nutrition, and daily routines for productivity and work-life balance.Practical tips on delegation, overcoming setbacks, and maintaining outreach efforts.Celebrating weekly wins and setting new goals to avoid post-achievement slumps.Inspiration and actionable advice for financial advisors and entrepreneurs.Highlights0:00Achieving Goals in Financial Advising3:42 Finding Direction through Family Influence8:34 Building Confidence and Achieving Goals13:22Achieving Forum Milestone in Financial Advising24:39Women Excelling in Male-Dominated Industries33:42Financial Goal Planning and Mindset41:28Health Challenge Motivation and Goal AchievementConnect with KristinInstagramLinkedInWebsiteGoal Setting Success CourseWhat Type of Goal Achiever Are You? Quiz

GUEST 1 OVERVIEW: Senator Claire Chandler has lived and worked in Tasmania all her life. She grew up in the Huon Valley. Since her election, Claire has also worked closely on the protection of women's rights and single-sex sports.  At the time of her election, Claire was the youngest member of the Morrison Government. She is also Australia's youngest currently serving female senator. GUEST 2 OVERVIEW: John Wacka Williams has received an OAM for services to Australia this year. He is the former chair of Greyhounds NSW. Before politics, he was a shearer and a small business owner. His background gave him a strong understanding of the issues facing rural and regional Australia, which he championed throughout his political career. During his time in the Senate, Williams was particularly noted for his work on financial sector reforms. He played a pivotal role in exposing misconduct within the banking and financial services industries, leading to his instrumental involvement in the establishment of the Royal Commission into Misconduct in the Banking, Superannuation, and Financial Services Industry in 2017. His efforts in this area earned him widespread respect and recognition.

EXIT The Reincarnation TRAP!  Quantum Travel & ETs | Isabella GreeneToday we're talking with Isabella Greene

Have you ever wondered how mastering the art of listening could transform your leadership style? Join Tina Paulus-Krause on Your Leadership Legacy as she sits down with Stan Slovin, an author and seasoned wealth management advisor with over 31 years in the industry. In this compelling episode, Stan shares his evolution from a listener who merely responds to one who truly understands. Discover how candid feedback from his clients led him to hone skills in active and reflective listening, reshaping his approach to both professional and personal relationships. Learn about the transformative power of empathy, the importance of meaningful conversations in our fast-paced world, and get introduced to Stan's insightful book, Better Listening: The Secret to Improving Your Professional and Personal Life. In addition, they delve into actionable strategies that employees can use to enhance communication with leaders who may lack emotional intelligence. Stan offers valuable tips on reflective listening, clarifying tasks, and the importance of being present in conversations. Drawing inspiration from iconic interviewers, they highlight how empathy and active listening can revolutionize interaction within teams. By focusing on deep listening and emotional intelligence, leaders can build stronger connections and improve employee retention. Tune in to uncover practical steps to become a more effective listener and elevate your leadership legacy! ________________ Timecodes 0:00 – Intro 2:57 – Better Listening, Empathy as a Bridge from Active Listening to Reflective Listening 5:28 – Building Empathy by Pausing Before Transitioning a Conversation 10:20 – Listening as a Personal & Professional Tool 11:30 – Leader & Team Relationships: Creating Presence, Clarity, Empathy, & Understanding 15:36 – Improve Your Relationships & Deepen Connections with Listening 22:09 – Stan's Golden Ticket Question & What It Inspires 25:44 – Creating Close Personal Relationships Through Communication 27:27 – The Power of The Pause 28:43 – Leaving a Legacy of Deep Listening that Strengthens Our Relationships 30:42 – Conclusion ________________ Stan Slovin is the author of Better Listening: The Secret to Improving Your Professional and Personal Life. For the last 31 years, Stan has worked in the Wealth Management and Financial Services Industry, which helped in recognizing the crucial role that total and active listening plays. Stan has spent over 10 years testing different strategies, approaches, listening patterns, empathic transformations from response mode conversations to deeper meaningful dialogue, and seeing/witnessing gratifying results. His work covers topics on enhancing and improving your professional and personal relationships with the power of Better Listening. Get your copy of Stan's book, Better Listening: https://www.betterlisteningbook.com/ ________________ Your Leadership Legacy Website: www.tinapauluskrause.com/yourleadershiplegacypodcast/ Spotify: https://open.spotify.com/show/5C8bf4UC4Npymj1KTzfm9k?si=ximhczT_SJaKY7Otzm6QuQ Apple Podcasts: https://podcasts.apple.com/us/podcast/your-leadership-legacy-with-tina-paulus-krause/id1495401836   Tina Paulus-Krause Website: https://tinapauluskrause.com/Instagram: www.instagram.com/coachtpk/    

John Manganaro, Senior Reporter at ThinkAdvisor, joins the podcast this week to talk about how media can provide a window into what's top of mind for clients.John Manganaro is not affiliated with Hartford Funds

Welcome to a new episode of Get in the Cashflow Game! It's a special episode for today as we feature not only one but two guests on our show! I'm happy to introduce you to Larry Blackman and Demetre Booker. In this episode, we discussed transformative real estate strategies and the importance of housing affordability. Demetre, the founder of Elevate Commercial, shares his mission to create a path to homeownership and elevate communities through innovative and socially responsible practices. About the Guests: Larry Blackman has a 40 -year Career focused on the Financial Services Industry. He is passionate in delivering the most suitable and relevant Products and Advisory to the Client marketplace. Larry as both an Investor, and now an Elevate Commercial Advisor is driven to share their Mission and Story of this Special Asset class of Investing. As a long-time High School Basketball Coach he always emphasizes the Team Approach both in Business and Life. Demetre Booker Jr is the Principal Partner of Elevate Commercial, a full-service, socially responsible, and vertically integrated commercial real estate firm. Since 2015, the firm has either acquired, partnered, and/or consulted on over 1,500 manufactured home park lots, 1,400 workforce housing multifamily units, and commercial properties totaling over 200,000 square feet. Total transaction capitalization to date is in excess $200 of million.

Want to get in touch? Send us a text!In this episode, we discuss the myth that financial advisors who make commissions can provide impartial advice. We define impartial advice as someone who is not directly involved in a particular situation and is able to give a fair opinion or decision about it. Travis shares his experience in the industry and explains the various incentivized compensation structures that financial professionals receive, such as upfront commissions, new asset bonuses, and proprietary products.We highlight the conflicts of interest that arise when advisors are motivated by their own financial gain rather than the best interests of their clients. ______________________________________________________________Looking for additional content that can help you get the most from your life? Check out Unleashing Leadership with Travis Maus, premium bonus content from Ditch the Suits Fans, at https://unleashingleadership.buzzsprout.com/Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.comDitch the Suits is produced by NQR Media. NQR also produces the One Big Thing Podcast with Steve Campbell. You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

Tune in to hear:What are the 3 primary types, or thresholds, of AI and where are we headed next in this burgeoning field?What is "general purpose AI" and how does it differ from models like ChatGPT? What about "artificial super intelligence?"Why is the developing world, on average, more optimistic about AI than the developed world? Will our pessimism in the west around AI hamper our ability to compete in the race for AI?How, practically, can advisors start implementing AI to better their practice?What are some of Jason's favorite AI tools he has discovered?How good are current AI marketing tools and where could they improve?What does the deeply personal future of financial planning look like and how will AI augment our ability to build out bespoke approaches for each client?What are some of the first things that will be taken off advisors' plates by AI and what processes will remain firmly human-first?Will AI free us up to serve way more clients than we have previously?How should we think about the ethical piece of AI in a way that doesn't totally stifle innovation?LinksJason Pereira on LinkedInJason Pereira on TwitterConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0935-OAS-4/17/2024

Tune in to hear:What makes women so uniquely good as behavioral investors?Why have many thought of women as particularly risk averse for so many years and what systems, on the trading floor and elsewhere, have perpetuated this misconception?Some book recommendations on women in investing and its history.Examples of how insidious the bias against women in finance can be.What can we do to attract more women to financial services when we know they are so well suited for the field?What can we be doing better, as an industry, around how we treat and communicate with our clients who are women?Why is the financial services industry seeing fewer and fewer new recruits and how can we get young talent interested in this work? Might career changers play a big role here?If Lindsey were to design a training and hiring program for new advisors, what changes might she make to improve the terrible attrition rate the industry currently has?LinksLindsey Lewis on LinkedInLindsey Lewis on InstagramThe Center for Women in Financial ServicesWomen Working in Wealth PodcastConnect with UsMeet Dr. Daniel CrosbyCheck Out All of Orion's PodcastsPower Your Growth with OrionCompliance Code: 0620-OAS-3/11/2024

I'm thrilled to share with you a treasure trove of financial wisdom from my latest episode with the remarkable Nate Goldenberg.

Here's what to expect on the podcast:Ten tips to achieve financial wellness.What societal norms contribute to the challenges women face in becoming financially savvy?The potential benefits of receiving personalized financial advice compared to relying on general information.Some key objectives or goals associated with Financial Literacy Month.And much more! About Liz:With over 30 years of experience in the Financial Services Industry, Liz is a passionate and dedicated leader in the field. She is licensed for Life, Accident, and Health Insurance and has earned her FINRA Series 6, 63, and 65 Registrations.Growing up in a single-parent household gave Liz invaluable lessons on strength, independence, and financial savvy. Together with her husband, she worked their way through post-secondary education, and her first job out of business school was in banking - the start of her career in financial services. Through the years, Liz has gained a comprehensive understanding of the challenges individuals face when it comes to accumulating, growing, and maintaining wealth. She lives the principles of Service Leadership in her professional and community life, having been involved in many non-profit and community organizations, including her local Rotary Club and Telford Happenings, Inc. In addition to providing wealth planning and management services, Liz is committed to educating individuals and groups on topics such as personal finance and wealth accumulation tips and strategies. Connect with Liz Herman!Website: https://www.yoursherpas.com/LinkedIn: https://www.linkedin.com/in/lizhermansherpa/Facebook: https://www.facebook.com/lizhermansherpa/Instagram: https://www.instagram.com/lizhermansherpa/ Connect with  Anne Zuckerman!Websites: https://justwantedtoask.com/ | https://annezuckerman.com/Bezi Woman:  https://beziwoman.com/ | https://www.beziwoman.shop/two-step-order1591558404525Facebook: https://www.facebook.com/bezibradiscsInstagram: https://www.instagram.com/beziwoman/

Lex chats with Malcolm deMayo, Global Vice President for Financial Services at Nvidia. deMayo kicks off the discussion on how Nvidia has been working with financial services firms for over 15 years, providing accelerated compute platforms to help solve compute-intensive challenges in trading, banking, and insurance. DeMayo explains that Nvidia's hardware accelerators, such as GPUs, can execute thousands of instructions at a time, resulting in a significant speedup compared to traditional CPUs. He highlights the use of AI and machine learning in various financial services applications, including fraud detection, sentiment analysis in trading, and process automation in banking. DeMayo also discusses the emergence of Generative AI, which enables the generation of unique content and the potential for human-like engagement in customer service. He emphasizes the importance of collaboration between business and AI teams for successful AI deployment and mentions the role of open-source models and federated learning in the future of AI. MENTIONED IN THE CONVERSATION Nvidia's Website: https://bit.ly/3TwEDXOMalcom's LinkedIn: https://bit.ly/3xeimqa Topics: AI, Artificial intelligence, Machine learning, accelerated compute, compute, generative AI, genAI, financial services, Neural networks Companies: Nvidia, OpenAI, Google, Microsoft, EvidentAI, AlexNet ABOUT THE FINTECH BLUEPRINT 

Awesome Stuff From Our Partner, NVIDIA -Register for the FREE virtual NVIDIA GTC Conference or buy tickets to the in-person event and fill out this form here: https://www.youreverydayai.com/nvidia-giveaway/AI is being used in about every facet of the financial industry. A company you might not know helping power the entire industry forward? NVIDIA. And Malcolm deMayo is a key player making it all happen. Malcolm is NVIDIA's Global Vice President of the Financial Services Industry. Tune in as he gives us the behind-the-scenes of the AI-powered money moves that NVIDIA is making.  This is a special in-person interview in partnership with NVIDIA and their NVIDIA GTC Conference.Newsletter: Sign up for our free daily newsletterMore on this Episode: Episode PageJoin the discussion: Ask Jordan and Malcolm questions on AI and NVIDIAUpcoming Episodes: Check out the upcoming Everyday AI Livestream lineupWebsite: YourEverydayAI.comEmail The Show: info@youreverydayai.comConnect with Jordan on LinkedInTimestamps:00:00 About Malcolm and his role at NVIDIA05:28 Generative AI is a game changer.06:38 Financial firms must embrace technology for success.12:43 Generative AI's role in financial sector risk.14:15 Financial firms adopting NVIDIA's compute platform.19:42 NVIDIA's impact on financial institutions through digitization.22:02 Firms aiming to build our amazing tech.24:06 Server providers build and offer trading data.Topics Covered in This Episode:1. NVIDIA's Platform and Partnerships in Financial Services2.  Application of Generative AI in the Financial Sector3. Challenges and Risks in Adopting Generative AI4. Future Outlook and Developments in Generative AIKeywords:NVIDIA, AI, computer graphics, financial services, AI applications, generative AI, GTC conference, San Jose, California, GPU, microprocessor, strategy, partnerships, Lighthouse customers, ecosystem partners, hyperscalers, deep learning, financial firms, generative AI implementation, chatGPT, AI technology, accelerated compute platform, data analysis, customer experience, AI adoption, AI infrastructure, executive briefing center, upskilling, AI factory, Jensen's keynote, AI development

Gustavo Couto has made a transformative impact in the Brazilian community by personally assisting more than 1000 of the Brazillionaires® Agency's clients in creating their own living benefits, safe accumulation, and lifetime income retirement strategy plans. Gustavo and his co-founder wife's visionary leadership led to the inception and growth of this large, dynamic agency which today has more than 500 agents, more than 20,000 clients and more than $33 million in commissions. Graduating with a Bachelor of Science in Computer Science from Federal University of Para in Brazil in 1998, Gustavo also completed two prestigious professional certificate programs at the University of California, Berkeley, specializing in Computer Information Systems: Analysis, Design, and Management, as well as Project Management. An Options Trader for nearly two decades, Gustavo's in depth familiarity with the high-risk/high volatility behavior of the stock market has led him to ONLY recommend and work with safe strategies such as fixed indexed annuities or fixed indexed universal life products with his clients and associates. This expertise in safe accumulation and lifetime income strategies sets the Brazillionaires®' philosophy apart from other financial professionals. Listen to this insightful RIA episode with Gustavo Couto about cultivating a niche market. Here is what to expect on this week's show: - How it's important for middle Americans to understand money and financial planning. - Why focusing your business on a niche market can lead to success. - How it's important to maintain the quality of training while growing your business. - Why understanding money and financial planning can change lives and empower individuals and families. - How Brazilian Heirs serve over 20,000 clients with a focus on life insurance. Connect with Gustavo: Instagram @gustavo_hcouto LinkedIn linkedin.com/in/gustavocouto Learn more about your ad choices. Visit megaphone.fm/adchoices

We know that inclusion, equity, and diversity are important. But why?  Why do diversity, equity, and inclusion (DEI) matter in financial services? And how can we make this industry a more welcoming space for women and people of color?

Get ready for some powerful questions that will help you close your next deal and serve your customers in the best way possible. We sat down with industry legend Van Mueller who shared his story of going from struggling for years at the beginning of his career to becoming a consistent top producer for over 30 years. Van provides invaluable insights into how to have meaningful conversations that focus on clients' real problems instead of just pushing products. You'll learn Van's proven process for asking the right questions to get clients emotionally invested and thinking about their unique situation. He also shares tangible questions you can immediately implement to guide clients away from price objections and help them self-discover issues they may not even know they have.HIGHLIGHTS04:45 Why is now the best time to be in the insurance industry?08:00 The strategy that makes you financially bulletproof in any economy.16:30 What is the best life insurance product I should be selling?20:00 The question that will set you apart and get to the root of what your clients need.23:00 Close more deals with confidence.25:00 What should leaders in the insurance industry be focusing on in 2024?32:45 What happens when you seek out mentors to accelerate your success?37:00 How to initiate a conversation with anyone with this one strategy.42:00 The power of asking the right questions and human connection in your discovery process.46:15 Don't underestimate the power of being curious and asking better questions.RESOURCES + LINKSZero to 6 Figure Course https://www.weaversa.com/Zeroto6 Build your insurance business with our proven system - Weavers Sales AcademyOrder my book - Game Changer: Taking Your Insurance Agency To The Next by Michael WeaverText BUZZ to (816) 727-7610 to connect directly with us and share your favorites from the episode or learn more about upcoming events and challenges happening in our industryCheck out Van's website: vanmeuller.comFOLLOWMichael + Courtney: @mandcweaverMichael Weaver: @_michealweaverCourtney Weaver: @courneyvieYouTube: Michael and Courtney Weaver

How do you build a customer-centric financial institution? Being hyper-focused on your customers' needs definitely tops the list. Especially in an environment where financial uncertainty is keeping many consumers up at night, banks are in the best position to act as an empathetic and trusted partner for those in need.  In this episode of One Vision — Fintech Fuse! Barb and Theo chat with Rochelle Gorey, co-founder and CEO of SpringFour, a social impact financial wellness fintech company. By connecting consumers to vetted financial resources, this B-Crop enables consumers to meet their financial objectives, reduce household expenses, and avoid payment delinquencies. It's a win-win solution, and one that is much needed.

How do you build a customer-centric financial institution? Being hyper-focused on your customers' needs definitely tops the list. Especially in an environment where financial uncertainty is keeping many consumers up at night, banks are in the best position to act as an empathetic and trusted partner for those in need. In this episode of One Vision — Fintech Fuse! Barb and Theo chat with Rochelle Gorey, co-founder and CEO of SpringFour, a social impact financial wellness fintech company. By connecting consumers to vetted financial resources, this B-Crop enables consumers to meet their financial objectives, reduce household expenses, and avoid payment delinquencies. It's a win-win solution, and one that is much needed. Hosted on Acast. See acast.com/privacy for more information.

Our expert host, Ross Gallagher, are joined by some great guests to talk about how to build and keep trust in financial services. The 2008 financial crisis was a pretty pivotal time, to say the least. Suddenly, big banks could fail and our money just didn't feel as safe as it once did. Trust in the whole system suffered a hit which many thought was irreparable. However, the industry has since gone through a transformative period - improved regulation, more effective governance, and a huge exercise rebuilding that trust with the customer. In a world that now looks so very different from 2008, we want to tackle the tricky matter of trust head on. How do financial services build trust? How do they keep it? And what makes one FS provider more trustworthy than another? **This week's guests include:** Jordan Sinclair, President at Robinhood UK Monica Hovsepian, Head of Financial Services Industry at OpenText Aidan Rushby, CEO at Carmoola --------------------------------------- Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things finance, banking, technology, and financial services.  Our expert hosts, with real industry experience, are joined by the biggest decision-makers, VCs, and reporters from across financial services including guests from Visa, Nubank, M-Pesa, Techcrunch, Starling, and JP Morgan Chase to discuss the latest news, developments, and trends within the industry. Our weekly news show drops every Monday and tackles the biggest news stories, from acquisitions and launches, to regulatory changes and innovation. Then, every Friday our Insights show dives deeper into the hottest topics shaping the industry like web3 and BNPL. Whether you're already immersed in the world of financial services, or just keen to learn more, this is the #1 podcast for you. If you enjoyed this episode, don't forget to **subscribe** and **please leave a review** Follow us on **Twitter**: @fintechinsiders where you can ask the hosts questions, or **email** podcasts@11fs.com!

From Boardrooms to Birdsong: Lisa Robinson's Path to Animal Advocacy This episode is brought to you by Izolda's favorite productivity and well-being app, Brain.fm*, and this podcast's host Podbean*. Lisa Robinson spent most of her career in the Financial Services Industry and founded Red Robin Song Animal Sanctuary and Guest House in 2010. In 2020, she left her career in Financial Service to focus on the Animal Sanctuary full time. The Guest House has been temporarily closed to work  on a remodel with plans to re-open soon. Lisa takes a consultative approach with her guests, aiming to understand their current health challenges or interest in improving the lives of animals and the planet. She allows the animal residents, along with the provision of cruelty-free vegan food as well as bath and body products, to demonstrate the benefits of veganism for their health, the animals, and the environment. This immersive experience serves as a powerful advocate for a compassionate lifestyle. Connect with Lisa and Red Robin Song https://www.facebook.com/redrobinsonganimalsantuary https://www.facebook.com/RRSAnimalSanctuary https://www.instagram.com/redrobinsong_sanctuary/ Connect with Izolda Book a Discovery Call Answering a Question? We'd love to hear from you! Leave Me A Voicemail (and yours might get picked to be in an episode) This episode is brought to you by Brain.fm. I love and use brain.fm! It combines music and neuroscience to help me focus, meditate, and even sleep! Because you listen to this show, you can get a free trial and 20% off with this exclusive coupon code: innovativemindset. URL: https://brain.fm/innovativemindset It's also brought to you by my podcast host, Podbean! I love how simple Podbean is to use. If you've been thinking of starting your own podcast, Podbean is the way to go!** An Ingenious Idea! You can now show your support with Creative Solutions Podcast Merch! Grab the Creative Solutions logo on a bottle, hat, phone case, button, and more.    Support the show on Patreon.  Support the show. Buy me a coffee. Social Media LinkedIn: https://www.linkedin.com/in/izoldat/ Website: IzoldaT.com Author Website: https://izoldatauthor.com/ Facebook author page: https://www.facebook.com/IzoldaST Instagram: https://www.instagram.com/izoldat/ TikTok: https://www.tiktok.com/@izoldat Twitter: https://twitter.com/Izoldat Listen on These Channels Apple Podcasts | Spotify | Stitcher | Google Podcasts | Podbean | MyTuner | iHeart Radio | TuneIn | Deezer | Overcast | PodChaser | Listen Notes | Player FM | Podcast Addict | Podcast Republic |   I'm thrilled that you're tuning in to the Creative Solutions Podcast. Get in touch if you have questions or comments. *Affiliate link. If you purchase it through the above links and take the 20% off, I'll get a small commission.  

In this episode, we invite Michael Scovel. Michael is the ​Managing Partner for the Dallas General Office of New York Life. Mike's objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. His expertise includes recruiting within the financial services industry, with a focus on attracting, hiring, and retaining outstanding individuals with strong business acumen and superlative organisational, analytical, and strategic problem-solving skills. What you will learn: - The beginning of Michael's career - Michaell's experience of getting started at an early age - What was Michael's ‘Why' - Michael's source of motivation - The journey to a career in finance - Why Michael chose the management route - What's unique to New York Life - The impact of Covid on the Financial Services Industry If you enjoyed today's episode, don't forget to subscribe and leave us a ⭐5 STAR REVIEW!! It only takes a few minutes and let me tell you... those reviews really help people find the show! Get in touch with Michael:

Tune in to hear:- Matt interviewed hundreds of advisors and leaders in their space to gather how they envisioned the future of financial advice. What themes or common threads started to emerge in these interviews?- How, specifically, might things become "more human" moving forward in the financial services industry?- Why does Matt believe that advisors should never lower their fees?- Matt published a video 3 years ago about how advisors should approach AI. What did he say then and how might he shift his advice now, if at all, considering the current landscape of AI?- Why is transparency so important for advisors and what does this often look like?- Why does Matt see a need for innovation labs and what might these look like? What have the failures of the past taught him about how to do this in the right way?https://www.mattreiner.comCompliance Code: 2441-OAS-9/1/2023Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.