Podcasts about investment services

Show Notes Episode 489: We Built This City on Flake and Blow This week Host Dave Bledsoe puts on a Hawwian shirt, drops a Jimmy Buffett record on the turntable and mixes up a Bahama Mama before anyone figured out that he was not part of the wedding and threw him out of the venue. (This happens a lot.) On the show this week we head south to a city of sun, sand and billions of dollars worth of cocaine, we talk about the Miami Drug Wars! Along the way we discover that a television news man was the most trusted man in Dave's family. Then we dive right into the history of what would become Miami Florida, and the first snow birds who moved there after they retired. From there we get into how the CIA helped kick start the cocaine trade in America. (This isn't just something “funny” Dave said, this happened.) We learn how the Cubans were all murdered by the Colombians (Scarface was a documentary really) and took over the Miami trade for themselves. We meet the scariest woman in Miami (and Bogota, and, well everywhere) before we get down to the business of finding a way to take all the drug money and put it to work.  (Real Estate baby!) Our Sponsor this week is Fast Eddie's Investment Services, investing involves risk and it doesn't get much riskier than Fast Eddie.  We open with Miami news coverage of the drug wars and close with the T Sisters explaining big city commercial real estate. (If you hate the Starship version, you are REALLY going to hate the T Sisters!)  Show Theme: Hypnostate Prelude to Common Sense The Show on Bluesky: https://bsky.app/profile/whatthehellpodcast.bsky.social The Show on Facebook: https://www.facebook.com/whatthehellpodcast/ The Show on Youtube:  https://www.youtube.com/channel/UCjxP5ywpZ-O7qu_MFkLXQUQ The Show on Instagram: https://www.instagram.com/whatthehellwereyouthinkingpod/ Our Discord Server: https://discord.gg/kHmmrjptrq Our Website: www.whatthehellpodcast.com Patreon:  https://www.patreon.com/Whatthehellpodcast The Show Line: 347 687 9601 Closing Music: https://youtu.be/3JphLIPqhpg?si=QjZOk1u3m6IU_BoS Buy Our Stuff: https://www.seltzerkings.com/shop Citations Needed: KILLINGS IN FLORIDA OVER DRUGS ON RISE https://www.nytimes.com/1979/07/22/archives/killings-in-florida-over-drugs-on-rise-40-deaths-this-year.html MIAMI CRIME RISES AS DRUGS POUR IN https://www.nytimes.com/1981/08/12/us/miami-crime-rises-as-drugs-pour-in.html America's Drug War https://americanradioworks.publicradio.org/features/drug_wars/story3.html Miami flooded by cocaine cash https://www.upi.com/Archives/1990/02/11/Miami-flooded-by-cocaine-cash/8767634712400/ PBS Frontline: Drug Wars https://www.pbs.org/wgbh/pages/frontline/shows/drugs/interviews/mcdonald.html SUSPECT HELD ON $10 MILLION BOND IN A CRACKDOWN ON DRUGS IN MIAMI https://www.nytimes.com/1981/02/28/us/suspect-held-on-10-million-bond-in-a-crackdown-on-drugs-in-miami.html Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode we summarize our outlook for the upcoming year as shared in Outlook 2025: Gravitational Shifts. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

In this episode, we reflect on 2024 and look to 2025 on the economy, markets, and geopolitics. To read this week's Sight|Lines, click here. The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel). This communication is provided for information purposes only. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Asset allocation and diversification do not ensure a profit or protect against loss. © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

In this episode, we review the results of the third quarter earnings season and the implications for earnings given the anticipated policies of the incoming administration. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

In this episode, we discuss recently firmer inflation reports, the potential impact of tariffs imposed by the new administration, and the implications on Fed policy going forward. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

In this episode, we provide a summary of the initial economic and market implications of the upcoming transition of power in DC. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

In this episode, we unpack the results of the 2024 U.S. elections and discuss the economic and market implications of the strong showing from the Republican Party. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

In this episode, we discuss the strong advance estimate of third quarter U.S. GDP along with mixed data showing a possibly softening jobs market. To read this week's Sight|Lines, click here.  The views expressed in this podcast may not necessarily reflect the views of Stifel Financial Corp. or its affiliates (collectively, Stifel).  This communication is provided for information purposes only.  Past performance does not guarantee future results.  Investing involves risk, including the possible loss of principal.  Asset allocation and diversification do not ensure a profit or protect against loss.  © Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com See omnystudio.com/listener for privacy information.

Todd Cordell, Trust Director at The Bank of Tampa, joins us to dive into the essentials of estate planning. Todd shares his expertise on the five key documents needed to secure your legacy and highlights how an effective estate plan provides peace of mind. With stories from his daily work, Todd offers a unique look into a trust officer's world and reveals the compassion his team brings to each client interaction. This conversation is a must-listen for anyone seeking to understand the foundational elements of preserving wealth and ensuring their wishes are honored.   Trust and Investment Services are not FDIC insured, not deposits or other obligations of the Bank, and may lose value.

This week, Andrew is joined by Kris Tatt, Partner and GM of Investment Services and SMSF at Strategem. They discuss Strategem's community involvement, flexible work policies, employee development programs, and tech stack as part of its strategy to attract and retain talent and drive future growth. Kris Tatt LinkedIn: https://www.linkedin.com/in/kristopher-tatt-b018b286/ Strategem Website: https://strategem.com.au/ Principals Community: https://principalscommunity.com.au/ Visit The Adviser Portal and partner with Zurich and OnePath today: https://ensombl.com/go/20241022 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

BT Wealth Advisors' Managing Director, Stacey Pittman, shares her expertise on a range of topics including wealth management strategies, the future of interest rates, and asset protection. Discover how BT Wealth Advisors grew from $200 million to over $1.4 billion in assets, and learn Stacey's insights on college planning, the impact of market volatility and the role of gold in today's economy. Stacey also discusses her dedication to community service and offers advice for those looking to make a mark in the world of finance. Don't miss out on this engaging conversation with one of Tampa Bay's leading financial experts.   Investment Services are not FDIC insured, not deposits or other obligations of the Bank, and may lose value.

Want to start investing but don't know where to start? Or have you been in the game for a while and need a second opinion? And ultimately, do you want to retire someday?!?! If you answered yes to any of these questions, it's time for you to meet our Investment Services partner, Shelby Rothman CFP®, CPFA, AIF, and the founder of EnJoy Financial.  At EnJoy Financial, they believe you deserve to live the retirement of your dreams. That's why they've dedicated their lives to helping clients design and implement successful financial strategies to reach their goals. If you're looking for a team to guide you at every step on your retirement journey, EnJoy is here to help. To Know More visit TheBetterBankingPodcast.com Follow us on social: Facebook: GainCreditUnion Twitter: @gainfcu Instagram: @gainfcu * EnJoy Financial is a registered representative of Cambridge Investment Research Inc. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer. Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. CA Insurance License 0C92876. Cambridge does not offer tax advice. Cambridge and EnJoy Financial and Gain Federal Credit Union are not affiliated. Non-deposit investment products are not guaranteed by the credit union, not insured by the NCUA, and may lose value. The views and opinions expressed by hosts and guests of The Better Banking Podcast are not those of Gain Federal Credit Union. Gain is insured by the NCUA and an Equal Housing Lender. NMLS #407810. ©2024 Gain Federal Credit Union

Ann Austin   Ann Austin/Beckett & Associates Investment Services A business […]

Ann Austin   Ann Austin/Beckett & Associates Investment Services A business […] The post Ann Austin with Beckett & Associates Investment Services appeared first on Business RadioX ®.

Guest: Mario Nardone, CFA, Founding Partner of East Bay Investment Solutions, which offers outsourced chief investment officer (OCIO) solutions for planning and relationship-focused financial advisors. In a Nutshell: The human side of financial planning is, increasingly, where financial planners are delivering the most value to clients. Building those relationships and helping people achieve their life goals can also be incredibly rewarding. But even an expert "people person" still has to deliver on the numbers side as well. Outsourcing your investment management can be one way for advisors to spend more of their time doing what they do best while also ensuring optimal outcomes for clients. On today's show, Mario Nardone explains what an OCIO is and how they work with advisory firms to enhance their investment offering while freeing up the advisors time for other high-value pursuits.

This week on the Million Dollar Mastermind podcast, host Larry Weidel is joined by Red Buisson, one-half of the power couple behind a multi-billion dollar insurance empire, Primerica and wife of Bobby Wesson, one of the company's charismatic representatives.

Today's Sponsored Insight features Dan Houlihan, the CEO of STP Investment Services, a global investment operations firm that provides complete front, middle, and back office services for investment managers. Dan joined STP in August 2022 after spending 11 years at Northern Trust as the EVP and Head of Asset Servicing. Prior to Northern Trust he was President of Citisoft, a management consulting group to the investment industry. If you are currently outsourcing operations or exploring the subject, this is a master class. Dan shares some key insights on the trends and considerations of operational outsourcing, the common triggers to begin the conversation, what to look for in an outsourcer and how outsourcing can potentially launch products faster and enter new markets. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership

Featuring An Nguyen, Vice President, Investment Services, listen to our latest podcast episode of Conversations on Wealth as we address why navigating the emotional roller coaster of investing is easier said than done. We dive into why it's so important to stay invested, what that looks like, and how an advisor can help work through these market cycles.

In this episode of Business Ninjas, Bryan Wethington, Managing Principal at River Capital, joins Andrew to talk about what differentiates this legacy investment firm from the rest.Founded in 1983, River Capital is an Atlanta-based private investment firm which provides capital for management buyouts, recapitalizations and the growth capital needs of well-established middle market campaigns.River Capital was initially formed as the private investment vehicle for its principals, who had successfully owned and operated businesses similar to those in which River Capital now invests. Learn more: https://river-capital.com/ -----Do you want to be interviewed for your business?  Schedule time with us, and we'll create a podcast like this for your business:  https://www.WriteForMe.io/-----https://www.facebook.com/writeforme.iohttps://www.instagram.com/writeforme.io/https://twitter.com/writeformeiohttps://www.linkedin.com/company/writeforme/ https://www.pinterest.com/andysteuer/Want to be interviewed on our Business Ninjas podcast? Schedule time with us now, and we'll make it happen right away! Check out WriteForMe, more than just a Content Agency! See the Faces Behind The Voices on our YouTube Channel!

The following article of the trade & investment industry is: “Mexico Needs to Polish its Brand Image. Nearshoring Can Help” by Ari B. Saks, Nearshoring Investment Services Coordinator, Geostrategic Business Group Mexico Leader, and Other Tax Associate Partner of EY Mexico

What's the current state of West Coast capital markets? And what role may the recent bank failure play? Co-hosts Bill Condon and Matt McGregor are joined by Colliers Western Region Executive Managing Director of Investment Services – and Ironman – Michael Kendall to talk all things West Coast capital markets. They discuss the recent past of West Coast capital markets, how the role of risk has changed, and what the recent bank failure may mean for potential buyers and investors. Michael gives an overview of the current state of the West Coast market. Typically, Q4 is one of the busiest times for the Colliers West Coast team managed by Michael, but not last year. Both Colliers and its competitors had zero valuations going, then things changed. Michael discusses why he believes that happened. Michael, Bill and Matt talk about the recent bank failure and its potential repercussions on the market. According to Michael, risk didn't matter last year and wasn't priced properly. Now risk matters, maybe even too much as it's being overpriced. Michael explains the difference between a forward (or vacancy) and a short-term wall, and shares his thoughts on the impact of debt on the capital markets world. Michael shares his insights and an example regarding land value in core markets on the West Coast, which have historically been hard to get.      Mentioned in this episode:  IndustrialAdvisors.com Michael Kendall - colliers.com/en/experts/michael-kendall Michael.Kendall@colliers.com Colliers.com

For this episode we will discuss managing the program and clients through the current banking crisis as well as the interest rate environment. We also continue our exploration of the evolution from “Investment Services” to “Wealth Management”, the value of a Wealth Management program to the institution, how to leverage financial planning, and the importance of helping clients protect their assets.

Do you ever feel skeptical about property investors' supposed success stories? We understand how frustrating it can be especially when these so-called property investors boast about their short-term wins without any substantial evidence to support their claims. But the question remains, what metrics should we really be using to measure success in the property investment game? Joining us today is Michael Beresford, Director of Investment Services at OpenCorp, to discuss the key metrics that truly matter in determining property success. With Michael's impressive credentials and extensive knowledge with close to two decades in the industry, we're sure this conversation will provide a wealth of information that we can all benefit from. Tune in to this valuable conversation and discover what really counts in the world of property investment. Episode Highlights: 00:00 - Introduction 01:41 - A little backstory about Michael and OpenCorp 03:08 - Why Opencorp stands out among property companies 05:09 - How can you achieve both cash flow and growth in real estate investing? 12:46 - What determines success or failure in property investment? 15:03 - The importance of outperforming the market in property investment 18:28 - The benefits of diversifying your property portfolio across Australia 21:21 - How "home bias" can affect investment decisions 23:40 - What are the key fundamentals to consider when investing in property? 26:17 - How to maximise rental income and borrowing capacity 28:40 - Mitigating risks when investing in real estate 34:46 - What factors influence the size of land in different areas of the real estate market? 43:04 - Key criteria for selecting a successful real estate investment 49:39 - How to minimise risk and ensure rental demand in property investment? 52:41 - How do you measure your investment success? 55:20 - A peek into Pallara's growth driving comparable sales and unlocking equity 1:02:41 - What every property owner should know about maintenance 1:08:57 - How can you maximise your borrowing capacity for property investment? 1:11:52 - Michael Beresford's Property Dumbo About Our Guest: Michael Beresford - Director of Investment Services at OpenCorp, Michael is committed to sharing his passion for property and investment to deliver outstanding returns for everyday Australians. Michael has helped over 2,000 OpenCorp clients add $837 million in value to their property portfolios. Aside from guiding and advising our clients at OpenCorp, Michael is also involved in helping the company maintain its high level of growth. Connect with Michael Beresford: Connect with Michael Beresford via LinkedIn: https://www.linkedin.com/in/michael-beresford-25591237/ Visit Michael's website: https://opencorp.com.au/author/michael-beresford/ Resources: Visit our website https://www.theelephantintheroom.com.au If you have any questions or would like to be featured on our show, contact us at: The Elephant in the Room Property Podcast - questions@theelephantintheroom.com.au Looking for a Sydney Buyers Agent? www.gooddeeds.com.au Work with Veronica: www.veronicamorgan.com.au Looking for a Mortgage Broker? www.wealthful.com.au Work with Chris: hello@wealthful.com.au Enjoyed the podcast? Don't miss out on what's yet to come! Hit that subscription button, spread the word and join us for more insightful discussions in real estate. Your journey starts now! Subscribe on YouTube: https://www.youtube.com/@theelephantintheroom-podcast Subscribe on Apple Podcasts: https://podcasts.apple.com/ph/podcast/the-elephant-in-the-room-property-podcast/id1384822719 Subscribe on Spotify: https://open.spotify.com/show/3Ge1626dgnmK0RyKPcXjP0?si=26cde394fa854765 See omnystudio.com/listener for privacy information.

In this Wash Talk: The Carwash Podcast episode, we're joined by Beryl Grant, associate vice president, and Clay Smith, vice president, of Matthews Real Estate Investment Services on recent news and market trends.

Working in finance is essentially “safeguarding people's lives and dreams,” according to Gunjan Kedia, Vice Chair of Wealth Management and Investment Services at U.S. Bank. “The most successful leaders and firms in finance,” Gunjan argues, are those who carry this obligation “close to heart, and never let people become just a statistic.” U.S. Bank, Gunjan explains, follows this principle through efforts to bring equal access to wealth management and robo-advisory technology in serving clients In the episode, Gunjan shares her journey in the financial services industry, including her experience as a management consultant at McKinsey, and the values and principles that have contributed to her ascent through the ranks of banking leadership. She also describes the difficulties in balancing raising a family and keeping a personal life with building a professional career, and emphasizes the importance of honesty and courage in the workplace to navigate difficult situations. We hope you enjoy the conversation! Disclaimer: Automated Investor is offered by U.S. Bank affiliate, U.S. Bancorp Investments. 00:00 - Intro 16:32 - US Bank 34:04 - Doing Good in Finance 42:36 - Rapid Fire

In this episode, we chat with Spencer Carpenter, Financial Advisor and Director at Truist Investment Services, Inc, Truist Wealth.  Spencer goes over how he grew his practice from a licensed banker to one of the top producers in his region.  Spencer goes over the benefits of treating your referral sources like gold and why focusing on that will bring you much success!  I hope you enjoy it!Did this podcast get you to take action in some way? I'd love your thoughts and feedback on this podcast.  I'm always looking to connect with like-minded creative people that are motivated and want to be better!  You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

An Interview with Kim Kretowicz, Senior Managing Director, Colliers Healthcare Investment Services In this episode, Andrew Dick sits down with Kim Kretowicz, Senior Managing Director, Colliers Healthcare Investment Services, to talk about her role at Colliers and trends in the health care real estate industry. Podcast Participants Andrew Dick Attorney, Hall Render Kim Kretowicz Senior...

For this episode with Kevin McCarthy from Synovus and Chris Melton from Ameriprise we discuss strategic initiatives that moved the needle in 2022 and the follow through that is planned for 2023. We will also continue our exploration of the evolution from “Investment Services” to “Wealth Management”. And make sure to listen to the end where we make our Super Bowl predictions!

For this episode we dig deeper into a subject we've started exploring in previous episodes, and that is Wealth Management. Specifically, what is the difference between Investment Services and Wealth Management. How does Trust and Private Banking figure into the equation? How does compensation factor in? How is teamwork optimized across departmental lines? And Rhomes Aur, CEO at First Horizon Advisors, is the perfect guest to explore this with. Rhomes shares valuable insights and the lessons he's learned over his 35 years with First Horizon Bank.

Matt Potter is Director of Investment Services for Independent Advisor Solutions by SEI. Matt is responsible for supporting the delivery of advice-driven asset management solutions for SEI's advisors and their clients. This includes custom investment case analysis and proposal support for SEI advisors, as well as technical investment support for SEI's advisors and relationship managers. Matt is also a regular speaker at SEI and advisor-sponsored events on topics such as the economy and financial markets.

How can carbon capture transform the oil and gas industry? On this episode of “The real leaders of net zero,” CEO and President of Occidental Petroleum Vicki Hollub joins guest host, Mark McCombe, Chief Client Officer at BlackRock, to talk about the oil and gas company's net zero strategy and its commitment to be net zero by 2040 and the important role carbon management could play in achieving these goals. 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 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 MKTGH0222U/M-2036247-6/7Asset 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). The 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. In 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 ©2022 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.

The U.S. labor force has shrunk and not recovered since the start of the pandemic, and there are more jobs available than can be filled, so how is that affecting the economies current inflation woes? Jean Boivin, Head of the BlackRock Investment Institute joins host Oscar Pulido to connect the dots.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 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 MKTGH0222U/M-2036247-6/7Asset 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). The 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. In 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 ©2022 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.

What Is Data Governance and why does it matter? On the show, we have Solomon Madadha, the SVP of Data Analytics & Governance Wealth Management at Regions Bank. We talk about the increasing complexity of data, data collections, data democratization, and so much more….Tune in to the full episode. In this episode, we cover Solomon's responsibilities at Regions Bank. What are the challenges for Data Collections What is Data Quality and its importance How to ensure accuracy in data collection processes Importance of data consistency. Data Warehouse fundamental skill set. Data Quality and Accessibility measure. Data Governance roles and responsibilities. Data Governance challenges The impact of Data Governance in Cybersecurity Connect with Solomon Madahda About today's guest: 25 Years of well-rounded experience in Information Technology with 15 years in Enterprise Data Management and Advanced Analytics within the Financial Services Industry. Visionary and cross-functional organizational leader in delivering business value with Enterprise data strategy, delivered scalable modern Enterprise Data solutions, self-servicing Advanced Analytics Platforms using Big Data and Data Science Capabilities. Current responsibilities include vision, strategy, and execution of Data Analytics and Governance functions across the Wealth Management Business Units - Private Wealth Management, Institutional Services, Investment Services, Asset Management, and Retirement Services. ________ Thank you so much for checking out, this episode of The Tech Trek and if you enjoyed this episode, please take a minute and leave a quick rating and review on the Apple podcast app! Want to learn more about us? Head over at https://www.elevano.com Have questions or want to cover specific topics with our future guests? Please message me at https://www.linkedin.com/in/amirbormand (Amir Bormand)

In der Nachmittagsfolge begrüßen wir heute Adrian Smiatek, Head of Communication bei Vivid Money, und sprechen mit ihm über die von der niederländischen Finanzaufsichtsbehörde erhaltene Investment-Lizenz. Vivid ist eine Finanzplattform, die eine einfache, flexible und transparente Lösung in nur einer App anbietet, damit User ihr Vermögen vermehren können. Den über 500.000 Kundinnen und Kunden in ganz Europa werden so eine kombinierte Anlage- und Bankingerfahrung sowie eine breite Palette von Finanzdienstleistungen ohne unnötige Gebühren angeboten. Vivid wurde im Jahr 2019 von Alexander Emeshev und Artem Yamanov in Berlin gegründet. Mittlerweile beschäftigt das Startup ein internationales Team mit mehr als 300 Mitarbeitenden. Die App, der Kundenservice sowie die Prozesse für die Pflege- und Weiterentwicklung der App sind vom TÜV-Süd geprüft und ausgezeichnet. Vivid hat bereits über 200 Millionen Euro von Investoren wie u.a. Ribbit Capital, Greenoaks Capital sowie dem SoftBank Vision Fund 2 erhalten und wird derzeit mit 775 Millionen Euro bewertet. Vivid hat nun von der niederländischen Aufsichtsbehörde für die Finanzmärkte eine Investment-Lizenz erhalten. Die behördliche Erlaubnis, eigenständig Investment-Services anbieten zu dürfen, gibt dem Berliner Startup die Befähigung, das Produkt- und Dienstleistungsportfolio vom direkten Zugriff auf den weltweiten Aktienmarkt über die Verwahrung von Wertpapieren bis hin zu Cashback in echten Vermögenswerten zu erweitern. Es ist die erste Lizenz des Unternehmens. One more thing wird präsentiert von OMR Reviews – Finde die richtige Software für Dein Business. Wenn auch Du Dein Lieblingstool bewerten willst, schreibe eine Review auf OMR Reviews unter https://moin.omr.com/insider. Dafür erhältst du einen 20€ Amazon Gutschein.

In today's economy, inflation and market volatility can change your financial plan. Rates are rising and prices are going up. For most of us, it's a great reminder to adjust our investments and strategies. In this episode, we're joined by Navy Federal Financial Group's Kevin Driscoll, Vice President of Investment Services and Certified Financial Planner, and Katie Hill, Financial Advisor and Chartered Financial Consultant. Tune in as they advise what you can do to manage your finances during these times.

Jonathan Kvasnik of Bank Cherokee's Investment Services, joins Rena Sarigianopoulos on the Chad Hartman Show. With housing interest rates climbing, is buying still a better than renting? Feeling nervous as rates and prices continue to go up? Jon gives his advice on some different options!

Sue Martin of Ag & Investment Services talks market fundamentals, cycles and outlook for grain prices plus we get price action perspective from Oliver Sloup of Blue Line Futures.See omnystudio.com/listener for privacy information.

What is it about investing that holds folks back from growing their money? Fear.  The market's rollercoaster-like peaks and drops keep folks from realizing financial goals like saving for a stress-free retirement or funding higher education. But investing doesn't have to feel like a crazy carnival ride.  As hosts Andrea Klunder and Josh Stringer discover, there's a strategy for every investment personality, from risk-averse to more tolerant. A trusted financial adviser can help you pick the right financial product and keep you on track through the fluctuations––with Scott Covey, Financial Advisor, Del Norte Investment Services, and Cynthia Frederick, Service Coordinator, Del Norte Credit Union.  Many folks shy away from investing because they think the cost of entry is too prohibitive and the toll on their sanity too great. Not so! DNCU members can opt for guaranteed no-risk accounts and start with as little as $1000.  As for less queasy investors, Scott cautions against them going it alone via highly volatile trading platforms. “That should not and just can't be the long-term overall strategy for investments,” he says, especially if your goal is retirement. “You have to have a better long-term outlook.” Clients can count on Del Norte Investment Services to connect them to age-appropriate advice and steady, rather than flashy, opportunities for financial growth. Financial Tea Hot Sip: Don't trust your financial future to friendly suggestions! Consult with the pros (Scott and Cynthia) at Del Norte Investment Services or contact your local credit union to find out what programs and services they can offer. Your team of financial professionals can provide you with reliable strategies to help you reach your goals without worry.  FEATURED GUESTS Scott Covey Financial Advisor Del Norte Investment Services Cynthia Frederick Service Coordinator Del Norte Credit Union Learn more and send your feedback and questions at: http://www.financialteainthemorning.com *** Financial Tea in the Morning is brought to you by Del Norte Credit Union. Produced and Edited by Andrea Klunder at The Creative Impostor Studios Technical Director: Edwin R. Ruiz Recording Engineer: Kabby at Kabby Sound Studios in Santa Fe Hosted by Josh Stringer & Andrea Klunder Theme music by Ricardo Lambert Logo design by Charlie Gonzalez at Axess Multimedia Disclosures  Del Norte Credit Union is Federally insured by NCUA and is an Equal Housing Opportunity Lender, NMLS ID 500583. Content in this episode is for entertainment purposes only and not financial advice. 

What's the difference between "Investment Services" and "Wealth Management", and how do we transition from one to the other? That's what we discuss in this episode of BISA TrendWatch. Our panelists are Scott Ford from US Bancorp and Josh Hinsch from Ameriprise. In addition to defining true Wealth Management, we discuss advisor tiering, a team-based approach, and attracting top talent. We also discuss the strangest food we've ever eaten :-)

Season 4, Episode 7–Part 3: In the current series of Diplomatic Immunity, ISD Director of Programs and Research Dr. Kelly McFarland looks back at the first year of the Biden administration's foreign policy and looks forward to the next.  In the final episode of this three-part series, Kelly continues his conversation with Carolyn Brehm and Francine Lamoriello to discuss how the recent escalation of Russia's occupation of Ukraine to a full-scale military invasion has affected global trade, including how it has slowed down the COVID-19 economic recovery, accelerated decoupling of trade, and the long-term impact on globalization.  Carolyn Brehm retired from The Procter & Gamble Company as Vice President for Global Government Relations and Public Policy where she created and led P&G's team of sixty government relations practitioners based in key markets across the globe. She was responsible for public policy and legislative advocacy to protect and grow P&G's business, advising three Company CEOs over her seventeen years at P&G. She also oversaw a $24 million P&G Fund supporting initiatives in the communities where P&G operates. During a 13-year stint with General Motors Corporation, Ms. Brehm served as Director of International Trade and Investment Policy, supporting GM's international operations. During two overseas assignments with GM, she established an office in Shanghai in 1984 to conduct countertrade deals and returned to the region in 1996 as Director of Asia-Pacific Trade Policies and Strategy, supporting joint venture projects. She too is a graduate of the School of Foreign Service. Francine Lamoriello is Executive Vice President of Global Strategies for the Personal Care Products Council and directs all international activities and issues. Prior, Francine served as Senior International and Business Strategy Advisor at Baker, Donelson, PC, where she counseled clients on international business strategy and regulatory affairs, and international trade policy. Previously, she served for seven years as Director of International Trade and Investment Services at KPMG Peat Marwick where she led international strategy and marketing studies for a wide variety of U.S. companies. Lamoriello has also held positions at the U.S. Department of Commerce as Director of the European Community Single Market Program and specialized in US-EU trade policy affecting technology companies. And she too, is a graduate of the School of Foreign Service.  Episode recorded: April 15 & 20, 2022 Image: Secretary of State Antony J. Blinken, along with Secretary of Commerce Gina Raimondo, United States Trade Representative Katherine Tai, and EU officials, participates in a virtual stakeholder roundtable, in Pittsburgh, Pennsylvania, before the start of the inaugural U.S.-EU Trade and Technology Council (TTC) Ministerial on September 29, 2021. [State Department Photo by Ron Przysucha/ Public Domain]. Hosted by Kelly McFarland. Produced by Alistair Somerville and Kelly McFarland. Audio editing by Aaron Jones. Production assistance by Kit Evans and Eleanor Shiori Hughes.  Diplomatic Immunity: Frank and candid conversations about diplomacy and foreign affairs Diplomatic Immunity, a podcast from the Institute for the Study of Diplomacy at Georgetown University, brings you frank and candid conversations with experts on the issues facing diplomats and national security decision-makers around the world.  Funding support from the Carnegie Corporation of New York.  For more, visit our website, and follow us on Twitter @GUDiplomacy. Send any feedback to diplomacy@georgetown.edu.

Season 4, Episode 7--Part 2: In the current series of Diplomatic Immunity, ISD Director of Programs and Research Dr. Kelly McFarland looks back at the first year of the Biden administration's foreign policy and looks forward to the next.  In the second episode of a three-part series, Kelly continues his conversation with Wendy Cutler, Carolyn Brehm, and Francine Lamoriello to discuss how the Biden administration has approached trade with allies including the European Union, and the administration's engagement with the business community. Wendy Cutler joined the Asia Society Policy Institute as Vice President and Managing Director of the Washington DC Office in November 2015. She focuses on building ASPI's presence in Washington — strengthening its outreach as a think/do tank — and on leading initiatives that address challenges related to trade and women's empowerment in Asia. She served for nearly three decades as a diplomat and negotiator in the Office of the U.S. Trade Representative (USTR). Most recently she served as Acting Deputy U.S. Trade Representative, working on a range of U.S. trade negotiations and initiatives in the Asia-Pacific region. In that capacity, she was responsible for the Trans-Pacific Partnership (TPP) agreement, including the bilateral negotiations with Japan. She is a graduate of the School of Foreign Service. Carolyn Brehm retired from The Procter & Gamble Company as Vice President for Global Government Relations and Public Policy where she created and led P&G's team of sixty government relations practitioners based in key markets across the globe. She was responsible for public policy and legislative advocacy to protect and grow P&G's business, advising three Company CEOs over her seventeen years at P&G. She also oversaw a $24 million P&G Fund supporting initiatives in the communities where P&G operates. During a 13-year stint with General Motors Corporation, Ms. Brehm served as Director of International Trade and Investment Policy, supporting GM's international operations. During two overseas assignments with GM, she established an office in Shanghai in 1984 to conduct countertrade deals and returned to the region in 1996 as Director of Asia-Pacific Trade Policies and Strategy, supporting joint venture projects. She too is a graduate of the School of Foreign Service. Francine Lamoriello is Executive Vice President of Global Strategies for the Personal Care Products Council and directs all international activities and issues. Prior, Francine served as Senior International and Business Strategy Advisor at Baker, Donelson, PC, where she counseled clients on international business strategy and regulatory affairs, and international trade policy. Previously, she served for seven years as Director of International Trade and Investment Services at KPMG Peat Marwick where she led international strategy and marketing studies for a wide variety of U.S. companies. Lamoriello has also held positions at the U.S. Department of Commerce as Director of the European Community Single Market Program and specialized in US-EU trade policy affecting technology companies. And she too, is a graduate of the School of Foreign Service.  Episode recorded: February 10, 2022 Image: USTR Ambassador Tai gives keynote in Geneva on the future role of the World Trade Organization (WTO) in the global economy and how it can deliver broad-based inclusive growth with the U.S. Mission in Geneva on October 14th, 2021. [U.S. Mission photo/ Eric Bridiers] Hosted by Kelly McFarland. Produced by Alistair Somerville and Kelly McFarland. Audio editing by Aaron Jones. Production assistance by Kit Evans and Eleanor Shiori Hughes.  Diplomatic Immunity: Frank and candid conversations about diplomacy and foreign affairs Diplomatic Immunity, a podcast from the Institute for the Study of Diplomacy at Georgetown University, brings you frank and candid conversations with experts on the issues facing diplomats and national security decision-makers around the world.  Funding support from the Carnegie Corporation of New York.  For more, visit our website, and follow us on Twitter @GUDiplomacy. Send any feedback to diplomacy@georgetown.edu.

Season 4, Episode 7--Part 1: In the current series of Diplomatic Immunity, ISD Director of Programs and Research Dr. Kelly McFarland looks back at the first year of the Biden administration's foreign policy and looks forward to the next.  In the first episode of a three-part series, Kelly is joined by Wendy Cutler, Carolyn Brehm, and Francine Lamoriello to discuss how the Biden administration has approached international trade in the broader framework of its foreign policy for the middle class, technology, and China. Wendy Cutler joined the Asia Society Policy Institute as Vice President and Managing Director of the Washington DC Office in November 2015. She focuses on building ASPI's presence in Washington—strengthening its outreach as a think/do tank—and on leading initiatives that address challenges related to trade and women's empowerment in Asia. She served for nearly three decades as a diplomat and negotiator in the Office of the U.S. Trade Representative (USTR). Most recently she served as Acting Deputy U.S. Trade Representative, working on a range of U.S. trade negotiations and initiatives in the Asia-Pacific region. In that capacity, she was responsible for the Trans-Pacific Partnership (TPP) agreement, including the bilateral negotiations with Japan. She is a graduate of the School of Foreign Service. Carolyn Brehm retired from The Procter & Gamble Company as Vice President for Global Government Relations and Public Policy where she created and led P&G's team of sixty government relations practitioners based in key markets across the globe. She was responsible for public policy and legislative advocacy to protect and grow P&G's business, advising three Company CEOs over her seventeen years at P&G. She also oversaw a $24 million P&G Fund supporting initiatives in the communities where P&G operates. During a 13-year stint with General Motors Corporation, Ms. Brehm served as Director of International Trade and Investment Policy, supporting GM's international operations. During two overseas assignments with GM, she established an office in Shanghai in 1984 to conduct countertrade deals and returned to the region in 1996 as Director of Asia-Pacific Trade Policies and Strategy, supporting joint venture projects. She too is a graduate of the School of Foreign Service. Francine Lamoriello is Executive Vice President of Global Strategies for the Personal Care Products Council and directs all international activities and issues. Prior, Francine served as Senior International and Business Strategy Advisor at Baker, Donelson, PC, where she counseled clients on international business strategy and regulatory affairs, and international trade policy. Previously, she served for seven years as Director of International Trade and Investment Services at KPMG Peat Marwick where she led international strategy and marketing studies for a wide variety of U.S. companies. Lamoriello has also held positions at the U.S. Department of Commerce as Director of the European Community Single Market Program and specialized in US-EU trade policy affecting technology companies. And she too, is a graduate of the School of Foreign Service.  Episode recorded: February 10, 2022 Image: Secretary of State Antony J. Blinken, along with Secretary of Commerce Gina Raimondo, United States Trade Representative Katherine Tai, and EU officials, participates in the inaugural U.S.-EU Trade and Technology Council (TTC) Ministerial in Pittsburgh, Pennsylvania, on September 29, 2021. [State Department Photo by Ron Przysucha/ Public Domain] [State Department photo by Ron Przysucha/ Public Domain] Hosted by Kelly McFarland. Produced by Alistair Somerville and Kelly McFarland. Audio editing by Aaron Jones. Production assistance by Kit Evans and Eleanor Shiori Hughes.  Diplomatic Immunity: Frank and candid conversations about diplomacy and foreign affairs Diplomatic Immunity, a podcast from the Institute for the Study of Diplomacy at Georgetown University, brings you frank and candid conversations with experts on the issues facing diplomats and national security decision-makers around the world.  Funding support from the Carnegie Corporation of New York.  For more, visit our website, and follow us on Twitter @GUDiplomacy. Send any feedback to diplomacy@georgetown.edu.

Six and a half years ago, Michael Pesendorfer brought his 37 years of investment experience, and his  team at M3 Investment Services to Royal Oak. He says he's finally found a home here - both personally and professionally.  In fact, when we asked him where he likes to eat, he had a hard time choosing!Michael started out of college working for a large investment firm, but learned that was not the best forum for him to provide the care and attention he felt his clients deserve.  We asked him about his process, the pride he takes growing the wealth of M3's clients, and his overall perspective and expectations for the market in 2022.   And yes, we even asked him about Crypto.Here's the link to the Drume artist Lisa spoke about.Jon Gay from JAG in Detroit Podcasts - http://www.jagindetroit.com/Trish Carruth from The Personal Jeweler - https://www.thepersonaljeweler.com/Lisa Bibbee from Keller Williams - http://soldbylisab.com/Andrea Arndt of Dickinson Wright - https://www.dickinson-wright.com/And if you'd like to know more about the Royal Oak Chamber of Commerce, or join, find them here:  https://www.royaloakchamber.com/Disclaimer: The views and opinions expressed herein are those of Michael Pesendorfer and may or may not represent the views of Capital Analysts or Lincoln Investment. The material presented is provided for informational purposes only.  Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC www.lincolninvestment.com.  M3 Investment Services and the above firms are independent and non-affiliated.

This episode features GMCF's Director of Investment Services, Gary Fees, and he and Vern Henricks discuss the processes involved in making your contributions to the Foundation more impactful.  

Women Changing the World with Lynda Bishop and Catherine Scrivano E1 Welcome to the first episode of iNudge with phenomenal guests, Lynda Bishop, Founder/CEO of Summit Alliance Solutions, LLC and Catherine Scrivano, President of CASCO Financial Group. Listen in as Karen, Lynda, and Catherine share their wisdom and insight as to how they nudge their […] The post Women Changing the World with Lynda Bishop and Catherine Scrivano E1 appeared first on Business RadioX ®.

Decentralized Finance or DeFi Decentralized Finance offers financial instruments without relying on intermediaries such as brokerages, exchanges, or banks. Instead, it uses smart contracts on a blockchain. DeFi platforms allow people to lend or borrow funds from others, speculate on price movements on assets using derivatives, trade cryptocurrencies, insure against risks, and earn interest in savings-like accounts. DeFi uses a layered architecture and highly composable building blocks. Some applications promote high interest rates but are subject to high risk. In this episode, Nico and Sam thoroughly explained what is DeFi all about, the importance and risks involved, how it works and so much more! Subscribe! If you enjoyed the podcast please subscribe and rate it. And of course, share with your friends! You can also listen and join us on ReasonFM (https://reason.fm/podcast/wiser-than-yesterday) or just ask questions. Don't Forget to like, comment, share and subscribe See podvine.com/privacy-policy for privacy and opt-out information.

To kick off our series on the recent boom in the warehousing and logistics market, Ali talks to Kenyetta Hairston-Bridges, the Executive Vice President of Economic Development and Investment Services for the Detroit Economic Growth Corporation on the impact logistics warehousing facilities have on the community.

Julie Schumacher – The Truman Charities Podcast: A Community of Caring with Jamie Truman Episode 010 Julie Schumacher Guest Name is Julie Schumacher is a leader in integrated marketing strategy. She is a highly focused project manager, who works collaboratively with owners, executive leadership and teams in large and small companies to drive effective messaging and engagement. Her approach is to keep marketing simple and strategic. Her work ethic is let's get to it – to assess, implement, measure and drive growth! Julie has worked with some of the most respected businesses and organizations in the Washington, D.C. metropolitan area, driving success with creative marketing plans, customized website development, social engagement and branding strategies. Julie provides business leaders with the education and tools they need to succeed. She holds high-impact marketing workshops and seminars like Make Messaging Matter. She has also served as a presenter to: AIGA (American Institute of Graphic Arts DC), American Psychological Association, EWI (Empowerment Women International, REIS (Real Estate & Investment Services), The Greater Bethesda-Chevy Chase Chamber of Commerce, WISER (Washington Independent Services for Educational Resources) and Women Business Owners of Montgomery County's Power Conference. Listen to this uplifting Truman Charities episode with Julie Schumacher about her marketing experience and her agency Sassy.  Here is what to expect on this week's show: Julie's background in business and marketing and what inspired her to give back in her community. The similarities between her organization and her charitable work. The overlap between the two and how she balances both her company and non-profit work. The challenges Julie has faced while helping clients with their marketing campaigns and how she grows and learns from them.  Connect with Julie: Guest Contact Info: Website- https://sasseagency.com/ Email- julie@sasseagency.com Phone- 301.651.6889 Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to a special bonus episode of Jill on Money for Side x Side with U.S. Bank, a limited series. A collaboration with my show and others. On this episode Jill Schlesinger is joined by Gunjan Kedia, Vice Chair, Wealth Management and Investment Services at U.S. Bank.  Throughout our chat we'll talk about the gaps that exist socially, economically and financially. And how they differ based on class, race and gender.  It's an important conversation to have, one in which we can all listen and learn from each other.  You can follow or subscribe to the series wherever you listen by searching Side x Side with U.S. Bank or visit sidebysidewithusbank.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices