Podcasts about Prudential Financial

In this insightful episode, Tom Hendry, SVP and Treasurer at New York Life Insurance Company, shares how embracing diverse roles and challenges throughout his career helped him become a strategic finance leader. Discover how saying “yes” to opportunity, embracing turbulence, and building business acumen turned treasury from a cost center into a driver of value.Tom Hendry is the Senior Vice President and Treasurer at New York Life Insurance Company, one of the largest and most respected mutual life insurers in the U.S. With a career spanning over 30 years, Tom brings a wealth of experience across investment banking, consulting, asset liability management, and treasury leadership.Main topics discussed:Tom's career journey to date and current role leading treasury at New York Life.Lessons learned from economic downturns and working on commercial mortgage workouts.Navigating two careers at Prudential Financial, including leading pension risk transfer deals.Transitioning into mainstream treasury and evolving the function into a profit center.Managing relationships with banks, regulators, and rating agencies through trust and transparency.The transformation of treasury from back-office support to strategic partner.Embracing AI and technology as tools to enhance small treasury teams.Communicating effectively with stakeholders: boards, C-suite, and internal teams.Skills tomorrow's treasurers need: business acumen, adaptability, and partnership orientation.Career advice: own your path, stay curious, be solutions-oriented, and embrace every opportunity.You can connect with Tom Hendry on LinkedIn. ---

Wagner Denuzzo is the author of Leading to Succeed, a book on essential skills for the new workplace. He is currently a consultant and coach at his own firm. Previously, he served as the VP and Global Head of Leadership Development at IBM, as well as the VP and Head of Capabilities for the Future of Work at Prudential Financial.He is a seasoned leader in organizational development, human capital strategy, and leadership transformation, with over two decades of experience across global enterprises, consulting firms, and startups.In today's episode of Smashing the Plateau, you will learn how to effectively transition from corporate roles to entrepreneurship and the importance of collaboration in achieving success.Wagner and I discuss:Wagner's journey from humble beginnings in Brazil to a successful corporate career [02:16]The pivotal moment that led Wagner to become an entrepreneur [04:41]The role of community in organizational success [07:13]How to leverage personal experiences for professional growth [10:04]The significance of listening in consulting engagements [13:14]The importance of shared leadership and collective purpose [20:12]Strategies for overcoming imposter syndrome as an entrepreneur [22:48]Insights on building effective teams through the lens of quantum physics [25:10]Learn more about Wagner at https://a.co/d/azLLRXK.Thank you to our sponsor:The Smashing the Plateau CommunitySign up now to gain exclusive access to handpicked, succinct strategy insights from our podcast guests – your journey to success is just a click away!

Generative AI has changed everything - from how we build to how we design. In this episode, we're joined by Alex Shin, Senior Product Designer at Prudential Financial, to talk about how UX is evolving in the age of LLMs.Alex shares his journey from studying Social Policy to UX and conversation design, including how he helped launch Prudential's first customer-facing chatbot in 2022.We talk about how Prudential's NLU-based chatbot is consistently getting customer satisfaction scores above industry standards and how the company is exploring generative AI solutions for both internal and customer-facing services.We also dive into the collaboration between design and tech teams at Prudential, and how this partnership ensures solutions are technically feasible while prioritising user needs. This episode is for designers navigating the transition to generative AI, tech leaders trying to balance innovation with user experience and anyone interested in how big financial institutions are using AI to improve customer service.This episode is brought to you by NLX.NLX is a conversational AI platform enabling brands to build and manage chat, voice and multimodal applications. NLX's patented Voice+ technology synchronizes voice with digital channels, making it possible to automate complex use cases typically handled by a human agent. When a customer calls, the voice AI guides them to resolve their inquiry through self-service using the brand's digital asset, resulting in automation and CSAT scores well above industry average. Just ask United Airlines.Shownotes: Subscribe to VUX World: https://vuxworld.typeform.com/to/Qlo5aaeWSubscribe to The AI Ultimatum Substack: https://open.substack.com/pub/kanesimmsGet in touch with Kane on LinkedIn: https://www.linkedin.com/in/kanesimms/ Hosted on Acast. See acast.com/privacy for more information.

In this clip, Prudential Financial's Sarah Keh speaks at the 2025 Employee Ownership Ideas Forum. For additional resources, visit our website: https://www.aspeninstitute.org/videos/prudential-financials-sarah-keh-closes-day-one-of-the-2025-employee-ownership-ideas-forum/ Or subscribe to our podcast and listen on the go: https://creators.spotify.com/pod/profile/aspeneop/For other session videos, visit the Aspen Institute Economic Opportunities Program on YouTube: https://www.youtube.com/@aspeneopThe 2025 Employee Ownership Ideas Forum took place on April 9-10, 2025, virtually and in Washington DC. The Forum is proudly co-hosted by the Aspen Institute Economic Opportunities Program and the Institute for the Study of Employee Ownership and Profit Sharing at Rutgers University.This year's theme, “From Workers to Owners,” highlights how the experience of ownership changes the reality of work for workers. The forum highlights companies in a range of business sectors and explores how employee ownership fits their business strategy and approach to business leadership. We also discuss the particular role employee ownership can play in supporting business success, and we consider the role institutional investors can play in improving capital access for employee ownership conversions and expansions.For more information about the Employee Ownership Ideas Forum, including our speakers, agenda, and additional resources, visit our website: https://www.aspeninstitute.org/events/employee-ownership-ideas-forum-2025/

“Brand is the promise, the experience is the reality.” This week, Lacey Peace sits down with Abhii Parakh, Head of Customer Experience at Prudential Financial, to unpack exactly how the 150 year old legacy brand created a scalable culture of empathy, innovation, and action. From defining what CX really means to implementing belief-driven rituals and artifacts, Abhii shares a behind-the-scenes look at Prudential's remarkable shift.You'll hear how Prudential turned feedback from a single paper-fatigued customer into a multi-year digital transformation, why they built a champion network of 100+ internal customer advocates, and how they're blending human insight with emerging AI technologies to drive predictive customer experiences. This isn't about generic platitudes — it's about measurable change, internal momentum, and leadership buy-in.If you're leading CX at scale, battling organizational silos, or just wondering how to make customer experience more than a department, this is the episode you've been waiting for. Subscribe for more insider conversations with the most customer-obsessed minds in business. Key Moments:  00:00 Who is Abhii Parakh, CSM at Prudential?04:56 Building a Customer-Centric Culture10:19 Scaling Customer Experience Globally13:58 Three Elements of Culture: Artifacts, Rituals & Beliefs28:05 Impact of Predictive Analytics & Debunking NPS35:22 Adopting AI at Prudential: Challenges, Success & Predictions45:23 The Difference Between Generative AI & Agentic AI 50:27 Future of AI and Ethical Considerations –Are your teams facing growing demands? Join CX leaders transforming their AI strategy with Agentforce. Start achieving your ambitious goals. Visit salesforce.com/agentforce Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org

Episode SummaryIn this episode, Host Chris Moody is joined by Eric Feige to discuss how businesses can win with go-to-market (GTM) strategies by setting realistic digital transformation goals, fostering cross-functional alignment, and leveraging tools like Demandbase for scalable growth. Eric's breadth of experience—from entrepreneurship to consulting with Fortune 500 companies—offers unique perspectives on the practical steps organizations can take to achieve revenue growth, avoid common pitfalls, and innovate without unnecessary risk. Eric also shares advice on using AI and composable technology to accelerate success in go-to-market strategies.Key TakeawaysCross-Functional Collaboration is Essential: GTM success requires alignment across sales, marketing, technology, and compliance teams, with a clear P&L owner driving the effort.Set Realistic Digital Transformation Goals: Break down large initiatives into achievable milestones that deliver short-term wins and lay the foundation for long-term growth.Leverage Tools to Scale Without Additional Labor: Platforms like Demandbase help integrate insights, streamline workflows, and enable scalable, personalized outreach without adding overhead.The Importance of Beacon Projects: Start with “beacon projects” that showcase clear value across teams and convert skeptics into advocates for change, aligning everyone on revenue objectives.AI as a Catalyst for Personalization: While AI can help optimize content and enable hyper-personalized messaging, its impact is amplified when integrated with robust go-to-market platforms.Quotes"AI enables us to scale personalization, but success still lies in orchestrating the right data, systems, and teams."Best Moments (03:30) – The Foundations of Cross-Functional GTM Success(08:40) – Setting Realistic Digital Transformation Goals(13:10) – Tools for Scalable Revenue Growth(19:50) – Introducing Beacon Projects(26:25) – AI's Role in GTM TransformationResource RecommendationsBooks:Beastie Boys Book by Michael DiamondAbout the GuestEric Feige is a seasoned leader and digital transformation expert with experience as a venture-backed entrepreneur, digital strategist, and head of digital at top organizations like Deloitte, KPMG, JP Morgan, and Prudential Financial. As the Managing Director at VShift, Eric helps businesses unlock sustainable revenue growth by aligning digital goals with cross-functional collaboration across sales, marketing, and technology teams.Website: ⁠https://www.vshift.com/⁠⁠Connect with Eric⁠.

Learn how Prudential Financial continues to serve all stakeholders through clarity of purpose.     Prudential Financial has served its local community of Newark, New Jersey, for 150 years, and that's one reason it is a recipient of The Conference Board 2025 Corporate Responsibility Awards. How does the company choose when and where to invest, and how does it scale those efforts globally?      Join Steve Odland and guest Lata Reddy, senior vice president, inclusive solutions, at Prudential Financial and chair of the Prudential Foundation, to find out about Prudential's commitment to Newark, why partnerships are essential, and why the company chose "inclusive solutions” as the best title to describe their corporate responsibility mission.    The 2025 Corporate Responsibility Awards, taking place on April 23, celebrates organizations that have moved beyond public commitments to fully integrate responsible business practices into their core strategies, driving measurable, positive impacts on their organizations, stakeholders, and society.    (01:25) Prudential's Legacy in Newark (02:36) Newark's Evolution and Prudential's Role (06:38) Global Impact and Local Prioritization (10:51) Employee Engagement and Volunteerism (16:29) Inclusive Solutions and Corporate Strategy (20:49) Looking Ahead: Future Strategies     For more from The Conference Board:  2025 Corporate Responsibility Summit  2025 Corporate Responsibility Awards Dinner  Infusing Community Needs into Products and Services: Lessons from Prudential   

Advances in medicine and healthy living mean that more and more people will live to be 100. But just because their bodies can last doesn't mean their bank accounts will keep up. Retirement, and especially a long retirement, takes careful planning and sophisticated financial literacy. It's impossible to know what the future economic world will look like, but accounting for the unexpected and finding good guidance is essential. In this talk sponsored by Aspen Institute supporter Prudential Financial, two financial planning experts lay out the options for saving later in life and spread the word on the importance of preparation. Penny Pennington is the managing partner of Edward Jones and Rob Falzon is the vice chair of Prudential. Barron's economic reporter Megan Leonhardt moderates the conversation. aspenideas.org

Sis, it's time to stop waiting for permission to put yourself first. In this episode of Wake Up Happy, Sis!, we're flipping the script on outdated narratives and diving into what it really means to love your damn self—fully, fiercely, and unapologetically. Joining us are two incredible guests: Kimberly Pack, a trauma-informed coach and business strategist who helps people own their presence and beat burnout, and Jide Ofoma, an entrepreneur and business strategist helping others bridge the gap between corporate life and entrepreneurship. Together, we'll unpack the emotional, physical, and professional aspects of self-love, helping you build a heart-first approach to life that prioritizes YOU. This episode is for the woman who's been told to grind, hustle, and sacrifice—but is ready to rewrite her story. You'll walk away with real tools to nurture your body, fortify your mind, and fall madly in love with the most important person in your life: YOU. Keywords: self-love, Black women empowerment, radical self-care, emotional wellness, professional resilience, mindset coaching, self-worth, prioritizing yourself, breaking burnout, entrepreneurship and self-care Kimberly Pack is the founder of Ascend Together, a business strategy and wellness practice. A certified trauma informed coach with two decades of experience helping individuals and teams achieve their goals. She has worked at companies such as Prudential Financial, Anheuser-Busch, and United Airlines. Kimberly helps her clients cut the noise, tap into their secret sauce, and achieve professional success in the face of challenges and setbacks. They become the CEO of their lives! Her signature topics include Beat Burnout w/ Sacred Rest, Confidence Unleashed: Own Your Presence, Building Your Professional Tribe, Setback Bounceback, and the Myths of Black Excellence. Kimberly is a Chicago native and graduate of Spelman College and Harvard Law School.

Get ready for a conversation that goes beyond boardrooms! Jason Bloomfield, Global Head of Change and Experience Design at Ericsson, brings over 20 years of experience from roles at M&G PLC, Prudential Financial, and MetLife. From navigating M&A integrations to reshaping direct-to-consumer strategies, he's seen it all in organizational transformation. In this episode, Jason shares deeply personal moments—like how his parents' separation shaped his resilience—and how he transforms challenges into opportunities. Whether you're facing change at work or in life, Jason's insights will resonate and inspire. Key Highlights of Our Interview: 0:36—It's All About Giving Back 4:02—From Upper Middle Class to Crash Course in Adulting: Why Unwanted Life Experiences Can Be Your Best Teachers “I was in the middle of high school, where focus on study really needs to ramp up. Instead, I was learning home economics by necessity and dealing with my parents' rapidly deteriorating relationship.” 14:04—Building Resilient Relationships: Navigating Anxiety and Fear During Mergers & Acquisitions 17:26—Being human: How is it possible to scale empathy to 100,000 people across 180 countries? 24:44—Navigating Company Pride: When Heritage Turns into Hurdles “It's quite a thing to come into a company that has 140, 150 years behind it. Pride can at times obscure a line of sight on the way forward.” 31:11—Asking the Right Questions: The Surprising Reasons Retirees Didn't Want to Go Paperless “We thought retirees were less digitally comfortable, but it turns out it was a trust issue—without something physical, they feared companies might alter their records behind the scenes. Connect with us: Host: Vince Chan | Guest: Jason Bloomfield ______________________ Chief Change Officer: Make Change Ambitiously. Experiential Human Intelligence for Growth Progressives Global Top 2.5% Podcast on Listen Notes World's #1 Career Podcast on Apple Top 1: US, CA, MX, IE, HU, AT, CH, FI 3.5 Million+ Downloads 80+ Countries

The “Best of 2024” episode features sixteen don't miss moments from HR executives and thought leaders...So, who can you expect to learn from on this episode?Rhonda Morris, CHRO, ChevronJeffrey Pfeffer, Professor Stanford University and Author of 16 books including the “7 Rules of PowerKerrie Peraino, Chief People Officer at VerilyKevin Wilde, Executive Leadership and Talent Development Expert & AuthorKelly Monahan, Managing Director, Research Institute at UpworkDave Ulrich, Bob Eichinger, and Allan ChurchLybra Clemons, a C-Suite executive with experience leading talent, culture, and DEIShaun Mayo, Chief People Officer, Arizona Cardinals Football ClubAmy Kates, Organization Design Expert, Consultant, Educator, and Author of Five BooksKevin Cox, Founder and President of LKC Advisory & Anthony Nyberg, Director, Center for Executive Succession at University of South CarolinaJordana Kammerud, SVP & CHRO, CorningLucien Alziari, EVP and CHRO of Prudential Financial, IncGinger King, CHRO, Kohler Co.Tim Richmond, EVP & Chief Human Resources Officer, AbbVieStephanie Lilak, EVP & Chief People Officer, Mondelez InternationalPrasad Setty, Lecturer, Stanford GSB, Advisor, Former VP at Google, People Ops and WorkspaceEpisode Sponsor:Next-Gen HR Accelerator - Learn more about this best-in-class leadership development program for next-gen HR leaders

Episode 241: When is mastering the basics a differentiator? In an industry where complexity is the norm, Prudential Group Insurance has made a counterintuitive strategic choice. While many companies chase innovation through digital transformation and enhanced features, Prudential has discovered that operational excellence—the "absence of noise"—can be a more powerful differentiator. Abhii Parakh and Mike Estep reveal why group insurance demands a fundamentally different approach to customer experience than high-touch industries like hospitality or travel. For Prudential, success depends not on bells and whistles, but on excelling at the foundational elements: reliable execution, friction-free processes, and consistent delivery. "The absence of noise is a tremendous win," Mike emphasizes. "That's not the long-term goal for us. But if you don't get those things right, you won't get the chance to get to the nirvana state where you are separating yourself from the competition because of the experiences you created.” Learn how Prudential delivers seamless experiences across its ecosystem of brokers, employers, and employees by prioritizing simplicity and operational excellence. Discover why, in complex B2B2C environments, flawless execution of core processes can be a more powerful differentiator than feature innovation. Guests: Abhii Parakh, Head of Customer Experience, Prudential Financial, and Mike Estep, President, Group Insurance, Prudential Financial Host: Rob Markey, Partner, Bain & Company Give Us Feedback: We'd love to hear from you. Help us enhance your podcast experience by providing feedback here in our listener survey: https://bit.ly/CCPodcastFeedback Want to get in touch? Send a note to host Rob Markey: https://www.robmarkey.com/contact-rob Time-stamped List of Topics Covered: [00:01:16] Overview of group insurance products [00:03:21] The broker, employer, and employee experience [00:06:46] Employees' challenges with insurance products [00:10:21] Eliminating friction to enable differentiation [00:19:02] Customer experience as a growth driver [00:35:48] Overcoming challenges in survey feedback Time-stamped Notable Quotes: [00:05:24] “Modern life is exhausting. The last thing you want to deal with is friction with your group insurance carrier—about reports, getting your commission check, or that we're screwing up the bill and you're getting heat from that client. It doesn't need to be rocket science. There's beauty in simplicity and intuitive experiences that are void of friction.” [00:08:31] “The absence of noise is a tremendous win. That's not the long-term goal for us. But if you don't get those things right, you won't get the chance to get to the nirvana state where you are separating yourself from the competition because of the experiences you created.” [14:01] “Feedback—while painful to hear—is something you can use as a tool to help get other people in the organization to respond and make improvements that will help you, personally, be successful because they're resolving problems of your customers.”

In this episode of the Dakota Fundraising News Podcast, Pat and Konch spotlight major job changes, including Andrew Sullivan being named CEO of Prudential Financial, Nuno Matos taking over as CEO of ANZ Group, and Elijah McGowen joining StepStone as VP of Private Debt. In RIA/FA M&A, SageView acquires OnTrack 401(k) to bolster its retirement consulting business, Concurrent Investment Advisors adds eight advisors managing $885M in assets, and Serenus Wealth goes bi-coastal with a new partner and office in New York. Institutional coverage highlights Iowa PERS's upcoming absolute return manager search and 2025 commitment pacing plans for private equity, credit, and real assets. Massachusetts Housing Finance Agency Retirement System approved allocations to Constitution, HarbourVest, and Mesirow, while D.C. Retirement Board preps for an RFP for an active international equity manager. Investment news includes Houston Police Officers' Pension committing $50M to NB Private Debt Fund V and Cincinnati Retirement System committing $30M across Siguler Guff, PEG Co-Investment, and Timber Bay. Fundraising updates feature Virtus launching the Seix AAA Private Credit CLO ETF, H.I.G. Capital closing its Loan Opportunity Fund VII at $1B, and Triton Partners raising over €1B for its third Debt Opportunities Fund. Stay tuned for the latest in institutional and wealth management news.

Curious what really makes those elusive HR professionals' brains itch? Us too. So we knew we had to bring in the big guns to ask. In this episode, we sit down with Bruce Wallace, Chief People Officer at Newman's Own.  Bruce became Chief People Officer at Newman's Own in September 2020, overseeing Human Resources for both Newman's Own, Inc. and Newman's Own Foundation. He brings over 25 years of HR experience across industries including healthcare, retail, consumer products, and financial services. Before joining Newman's Own, Bruce served as VP and Senior HR Business Partner at Prudential Financial, where he provided HR support to key areas such as Product & Pricing, Sales, and Operations. His career began in sales and sales management before transitioning into HR, where he gained experience working with start-ups and Fortune 50 companies. Bruce holds a Bachelor of Fine Arts in Theater from the University of Connecticut, a Master's in Human Resources and Finance from Rensselaer Polytechnic Institute, and an executive coaching certification from Columbia University. On the personal side, Bruce has three daughters -- two taxer-payers, and one college junior – and lives in the Greater Hartford area with another HR professional, his wife of 25 years.   Some of the things you'll hear are: - What he believes is the Career Advancement Conundrum and how to get through that - The #1 thing he looks for when he's keeping an eye on talent that'll rise - The biggest misstep you can make in an interview - Newman's Own's innovative 50% Ruled initiative - The 3 things he needs every day to make work suck less   Connect with Bruce on LinkedIn: https://www.linkedin.com/in/bruce-wallace-0613/ Newman's Own LinkedIn: https://www.linkedin.com/company/newmans-own/mycompany/  If you'd like quick tangible tips and practical corporate career advice to level up your authentic leadership, download the 10 simple “plays” to stop selling out and start standing out at https://bauthenticinc.mykajabi.com/freebie   To connect with Erin and/or Nicole, email: hello@bauthenticinc.com  If you like jammin' with us on the podcast, b sure to join us for more fun and inspiration!  Follow b Cause on Twitter (really it's mostly Nicole)   Follow Erin on LinkedIn or Instagram  Join the b Cause Podcast Facebook Group    Take our simple, fun and insightful"What's your workplace superhero name?”quiz  Unleash your Authentic Superpower with Erin's book,"You Do You (ish)" Check out our blog for more no-BS career advice Work with Us Or just buy some fun, authentic, kick-ars merch here DISCLAIMER: This episode is not explicit, though contains mild swearing that may be unsustainable for younger audiences. Tweetable Comments "As long as you're learning and staying open to where each step can take you, you'll remain adaptable in how you grow and apply your experience. This flexibility allows you to move within an organization without being locked into one path." “Everyone has different perspectives. So it's really just allowing the perspective of each person to contribute to the success of the organization.” "The best days I have are when I get three belly laughs." "Our number one job as leaders is to knock down barriers and give people the things they need."  

Curious what really makes those elusive HR professionals' brains itch? Us too. So we knew we had to bring in the big guns to ask. In this episode, we sit down with Bruce Wallace, Chief People Officer at Newman's Own.  Bruce became Chief People Officer at Newman's Own in September 2020, overseeing Human Resources for both Newman's Own, Inc. and Newman's Own Foundation. He brings over 25 years of HR experience across industries including healthcare, retail, consumer products, and financial services. Before joining Newman's Own, Bruce served as VP and Senior HR Business Partner at Prudential Financial, where he provided HR support to key areas such as Product & Pricing, Sales, and Operations. His career began in sales and sales management before transitioning into HR, where he gained experience working with start-ups and Fortune 50 companies. Bruce holds a Bachelor of Fine Arts in Theater from the University of Connecticut, a Master's in Human Resources and Finance from Rensselaer Polytechnic Institute, and an executive coaching certification from Columbia University. On the personal side, Bruce has three daughters -- two taxer-payers, and one college junior – and lives in the Greater Hartford area with another HR professional, his wife of 25 years.   Some of the things you'll hear are: - What he believes is the Career Advancement Conundrum and how to get through that - The #1 thing he looks for when he's keeping an eye on talent that'll rise - The biggest misstep you can make in an interview - Newman's Own's innovative 50% Ruled initiative - The 3 things he needs every day to make work suck less   Connect with Bruce on LinkedIn: https://www.linkedin.com/in/bruce-wallace-0613/ Newman's Own LinkedIn: https://www.linkedin.com/company/newmans-own/mycompany/  If you'd like quick tangible tips and practical corporate career advice to level up your authentic leadership, download the 10 simple “plays” to stop selling out and start standing out at https://bauthenticinc.mykajabi.com/freebie   To connect with Erin and/or Nicole, email: hello@bauthenticinc.com  If you like jammin' with us on the podcast, b sure to join us for more fun and inspiration!  Follow b Cause on Twitter (really it's mostly Nicole)   Follow Erin on LinkedIn or Instagram  Join the b Cause Podcast Facebook Group    Take our simple, fun and insightful"What's your workplace superhero name?”quiz  Unleash your Authentic Superpower with Erin's book,"You Do You (ish)" Check out our blog for more no-BS career advice Work with Us Or just buy some fun, authentic, kick-ars merch here DISCLAIMER: This episode is not explicit, though contains mild swearing that may be unsustainable for younger audiences. Tweetable Comments "As long as you're learning and staying open to where each step can take you, you'll remain adaptable in how you grow and apply your experience. This flexibility allows you to move within an organization without being locked into one path." “Everyone has different perspectives. So it's really just allowing the perspective of each person to contribute to the success of the organization.” "The best days I have are when I get three belly laughs." "Our number one job as leaders is to knock down barriers and give people the things they need."  

This isn't just a corporate chat! I'm joined by Jason Bloomfield, Global Head of Change and Experience Design at Ericsson. With 20+ years of experience across companies like M&G PLC, Prudential Financial, and MetLife, Jason's been in the trenches of M&A integration, direct-to-consumer strategies, and organizational transformation. Jason opens up about some real-life disruptions—like how his parents' separation shaped his resilience and how he's learned to turn big challenges into meaningful change. Whether you're dealing with personal or professional transformation, Jason's stories will hit home and keep you hooked. Episode Breakdown: 0:36—It's All About Giving Back 4:02—From Upper Middle Class to Crash Course in Adulting: Why Unwanted Life Experiences Can Be Your Best Teachers “I was in the middle of high school, where focus on study really needs to ramp up. Instead, I was learning home economics by necessity and dealing with my parents' rapidly deteriorating relationship.” 14:04—Building Resilient Relationships: Navigating Anxiety and Fear During Mergers & Acquisitions 17:26—Being a human: how can it be possible to scale empathy 100,000 people in 180 countries? 24:44—Navigating Company Pride: When Heritage Turns into Hurdles “It's quite a thing to come into a company that has 140, 150 years behind it. Pride can at times obscure a line of sight on the way forward.” 31:11—Asking the Right Questions: The Surprising Reasons Retirees Didn't Want to Go Paperless “We thought retirees were less digitally comfortable, but it turns out it was a trust issue—without something physical, they feared companies might alter their records behind the scenes. Connect with us: Host: Vince Chan | Guest: Jason Bloomfield Chief Change Officer: Make Change Ambitiously. A Globally Modernist Community for Growth Progressives Highest Rankings On Apple Podcasts Charts in Careers #1: US, CAN, MEX, IRE, HUNG, AUST and SWTZ #2-5: GRBR, FRAN, SWDN, GER #2-5: TUR, IND, JPN, SING 1.2 Million+ Downloads 50+ Countries

How do you conquer the corporate world while staying true to your emotional and empathetic self? Visionary leader Wagner Denuzzo, who transitioned from social work in Brazil to influential roles in major U.S. companies like IBM and Prudential Financial, shares his remarkable journey and the lessons he's learned along the way. Discover how Wagner's personal evolution shaped his unique approach to leadership development and emotional intelligence, and gain invaluable insights from his latest book, "Leading to Succeed: Essential Skills for the New Workplace."Our conversation uncovers the often-overlooked facets of leadership—empathy, self-acceptance, and the balance between personal involvement and professional detachment. Wagner shares his strategies for overcoming societal challenges and conditioned beliefs, shedding light on the importance of clarity and understanding one's values. Learn how fostering a non-judgmental and authentic environment can elevate your team's performance and create a high-performing, empowered workforce. Wagner emphasizes the need for senior leaders to engage without emotional attachment, advocating for continuous learning and self-confidence as keys to effective leadership.We also dissect the evolving dynamics of the modern workforce, highlighting the significance of building future talent strategies amidst technological advancements and shifting workplace demands. Wagner provides actionable advice on developing managerial capabilities, fostering self-managed teams, and promoting transparency in financial operations to drive accountability and innovation. If you're looking to understand how to create a sustainable talent management blueprint while navigating the complexities of distributed workforces and generational expectations, this episode is a must-listen. Join us and transform the way you think about leadership and the future of work.

This podcast features Ron Joelson, former Executive Vice President and Chairman, Northwestern Mutual Investment Management Company, who also served as the firm's Chief Investment Officer. He's now on the Advisory Board for Socium Advisors, which is recognized as one of the top financial advisory firms in the country. Key points:Ron's experience includes working as a senior consultant with Northwestern Mutual field offices, teams and clients to share his extensive experience and insights into the General Account and its impact on product value, performance and in helping clients achieve financial security. He also served in leadership roles at Prudential Financial and Genworth. Ron shares some the advice he gives young leaders on the topic of mindful of behavior and behavioral patterns as they pursue their vision of success.“An Unexpected Journey into the Heart of God” is the name of the book Ron wrote about his journey of spiritual discovery. He says Christian faith is foundational to how he performed in his role as a leader at Fortune 100 and Fortune 500 companies. Ron participated in a program called Project Uplift, which brings together women of color to dialogue with leaders in the financial services space to enhance their acumen and visibility. He shares what that experience was like and type of advice he shared with the participants. One of Ron's hidden skills is his talent for magic, and he shares some of his tricks with Phil and Greg. Ron's book, an Unexpected Journey into the Heart of God, is available on Amazon. SeaCaptainCoaching.comInstagramhttps://www.instagram.com/seacaptaincoaching/Facebookhttps://www.facebook.com/seacaptaincoachingConnect with Philhttps://www.linkedin.com/in/philbender/Connect with Greghttps://www.linkedin.com/in/gjpatton/Connect with Ronhttps://www.linkedin.com/in/ronald-joelson-856a0923/Ron@Joelson.netNow Available!The Sea Captain Way for Financial Advisors

Join us for an insightful episode of the Data Bytes Podcast featuring Gaia Bellone, Chief Data Scientist at Prudential Financial. Gaia's illustrious career spans roles such as Senior Vice President at KeyBank and Executive Director at Chase, highlighting her expertise in data science and AI. In this episode, Gaia shares her career journey, from her academic beginnings at Carnegie Mellon University and Università Bocconi to leading groundbreaking projects in the financial services industry. Listen in as she discusses the evolving role of data science, key industry trends, and provides valuable advice for aspiring data scientists on balancing professional growth with personal well-being. --- Support this podcast: https://podcasters.spotify.com/pod/show/women-in-data/support

Buyer Personas – Revised and Expanded: Gain Deep Insight Into Your Customers' Buying Decisions and Win More Business by Jim Kraus and Adele Revella   ABOUT THE BOOK: A fresh look into understanding your prospective customer's buying decisions to influence them and win more business Building on the groundbreaking success of the first edition, this newly revised and updated version of Buyer Personas enables marketers to stop wasting time and resources on their best guesses and start drilling down to understand what buyers truly care about―then harness this newfound knowledge to create strategies and messages that break through the clutter and reach buyers on their level. In a world where buyers frequently struggle to get the information they need to evaluate competitive alternatives and feel confident in their choices, this book lays out a step-by-step approach used by hundreds of companies to understand what buyers want to know and experience as they search for a solution to meet their needs, weigh their options, and make a buying decision. In this book, you'll learn: Why understanding the buying decision is far more important than knowing a few things about the individuals or roles involved in that decision How to develop a modern Buyer Persona based on five types of buying insights that will inform nearly every marketing and sales decision you make Why interviewing recent buyers is the best way to develop your Buyer Persona and how to do it effectively How to use AI and quantitative survey research to enhance your Buyer Persona Ways to use Buyer Persona insights to increase awareness of your products and services, drive consideration, and convert more business The revised and expanded Buyer Personas is a complete guide to go beyond benefit-heavy, undifferentiated marketing and focus only on what buyers care about most. It earns a well-deserved spot on the bookshelves of entrepreneurs, executives, marketers, and other business professionals looking to influence their prospective buyers. ABOUT THE AUTHOR: Jim Kraus is the President of Buyer Persona Institute, and a principal of Knowledge Systems & Research, Inc., a leading global market research and consulting firm. Jim has decades of experience leading research teams and developing growth strategies through informed decisions, including executive roles at both IBM and Prudential Financial. And, interesting fact – he's a personal trainer on the side! Click here for this episode's website page with the links mentioned during the interview... https://www.salesartillery.com/marketing-book-podcast/buyer-personas-jim-kraus

In this episode of the Work in Progress podcast, I'm joined by Sarah Keh, the vice president of corporate social responsibility at Prudential Financial to discuss the company's $180 million committment to helping opportunity youth find a pathway to good jobs and wealth building. Keh sat down with me to discuss the philanthropy in June at the Aspen Ideas Festival. Opportunity youth are young people between the ages of 16 and 24 who currently are not in formal education or training and are unemployed. There are almost 6 million people who fall into that designation, a number that has grown since the COVID pandemic. Even before the pandemic, in 2019, Prudential decided to invest $180 million by 2025 in programs that will help young people across the globe gain the right skills to compete for and succeed in quality jobs.  "The reason why they have come into the situation that there are in...is not because they don't have the will or the desire. It's oftentimes they are born into a situation that doesn't provide them the access to the opportunities that you and I may have had in our upbringing," says Keh. She says the Prudential believes it is important to look at opportunity youth for their potential and act on it. "We're really focused on this population because we believe these are our future leaders of nonprofits, of businesses, of government, and they just need access to the right resources and tools to provide them the good skill." Keh says the company has already achieved in five years what it had set out to achieve in six – the $180 million in nonprofit programs that are providing that training and opportunity. "We've invested in over 20 different organizations globally that have impacted hundreds and thousands of young people. We know even just last year through our impact data that over 500,000 opportunity youth were connected to training opportunities and employment opportunities." Here is the U.S., those workforce development programs include Year Up, YouthBuild, and Per Scholas. Keh and I go into details on how these programs are helping and how the can help young people build wealth. We also discuss Prudential's work of a local level in Newark, New Jersey, the headquarters of the company which turns 150 years old next year. You can listen to the podcast here, or wherever you get your podcasts. This podcast was recorded at the Aspen Ideas Festival, in collaboration with the Aspen Institute. Episode 325: Sarah Keh, VP Corporate Social Responsibility, Prudential FinancialHost & Executive Producer: Ramona Schindelheim, Editor-in-Chief, WorkingNationProducer: Larry BuhlTheme Music: Composed by Lee Rosevere and licensed under CC by 4Transcript: Download the transcript for this episode hereWork in Progress Podcast: Catch up on previous episodes here

Hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠James Benham⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠Rob Galbraith⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by ⁠Niki Kouri-Maglaras from Prudential Financial. Niki shares her insights on navigating the tech overload and prioritizing what's next. Learn how to effectively prioritize technological advancements that drive growth and innovation and prioritize your next move in the insurance industry. This Episode is sponsored by Terra. Find us on social media! We're on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠; or follow James on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠!  Subscribe, rate, and comment. As always, Enjoy the Ride & Geek Out!

How can HR help leaders make better people decisions?Why is expertise in work the next big capability for HR leaders?My guest on this episode is Lucien Alziari, EVP and CHRO of Prudential Financial, IncDuring our conversation Lucien and I discuss:What he learned from an early career setback and how that has impacted his leadership styleWhy the fundamental role of HR is to help their business to win in the marketplaceWhat qualities differentiate the best CHROs from their peersHow HR can use “decision logic” to help leaders make better people decisionsWhy the next big capability of HR leaders will be expertise in workWhat many HR leaders are getting wrong when it comes to Generative AIConnecting with Lucien Alziari:Connect with Lucien Alziari on LinkedInEpisode Sponsor: Deeper Signals - Click here to get your free Core Drivers assessment!

Head of Quant Strategies at Seeking Alpha, Steven Cress, explains quantitative dividend strategy (0:45). Identifying top 10 high-yield dividend stocks (15:00). #1 Quant REIT NewLake Capital (17:40). Prudential Financial and another REIT (19:00). FirstEnergy and Conagra Brands (23:45). Coca-Cola, the king of dividend aristocrats (27:10). This is an excerpt from a recent webinar.Show Notes:How Our Dividend Safety Grades WorkUniversity of Kentucky Study Finds Seeking Alpha Quant Ratings Beat The MarketArdmore Shipping: Strong Momentum And Solid Dividend Yield Stock Dive Into Dividends: Top 10 Yield Stocks (SA Quant)Episode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptionsRegister for Seeking Alpha's Investing Summit (use PODCAST for a discount code!)

Google agrees to delete billions of user records. NIST addresses the NVD backlog. India rescues hundreds of citizens from scam jobs in Cambodia. The UK and US agree to collaborate on AI safety. The FTC tracks an explosion in impersonation fraud. A PandaBuy breach exposes over 1.3 million customers. Prudential Financial informs over 36,000 customers of a data breach. A look at safeguarding sensitive data. Our guest is Jeff Reich, Executive Director of the Identity Defined Security Alliance (IDSA), with insights on identity security best practices. A dash of curiosity reveals a hotel chain vulnerability.  Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Guest Jeff Reich, Executive Director of the Identity Defined Security Alliance (IDSA), sharing insights on identity security best practices, identity and access sprawl, and how Generative AI is helping and hurting identity management. The IDSA's Identity Management Day 2024 is coming up on April 9, 2024. Selected Reading Google agreed to erase billions of browser records to settle a class action lawsuit (Security Affairs) Vulnerability database backlog due to increased volume, changes in 'support,' NIST says (The Record) India rescues 250 citizens enslaved by Cambodian cybercrime gang (Bleeping Computer) The US and UK are teaming up to test the safety of AI models (Engadget) Impersonation Scams Net Fraudsters $1.1bn in a Year ( Infosecurity Magazine) PandaBuy data breach allegedly impacted +1.3M customers (Security Affairs) Prudential Financial Data Breach Impacts 36,000 (SecurityWeek) How to bridge the gap between the IT and legal staffs to better combat insider risk (SC Media) IBIS hotel check-in terminal keypad-code leakage (Pentagrid AG) Share your feedback. We want to ensure that you are getting the most out of the podcast. Please take a few minutes to share your thoughts with us by completing our brief listener survey as we continually work to improve the show.  Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © 2023 N2K Networks, Inc.

Newark First Lady Linda Baraka Launches DFREE Financial Freedom Movement Newark's First Lady, Linda Baraka, successfully launched the Newark Women Forward Financial Initiative (NWFMI) on Thursday, February 29, at the historic Krueger-Scott Mansion. The event marked a significant milestone in Newark's efforts to empower women with financial education and tools for personal independence. The kickoff event, attended by prominent figures including Mayor Ras J. Baraka, and representatives from Prudential Financial and RWJ Barnabas Health, showcased the city's commitment to financial empowerment and inclusion. The FREE 12-week program, designed for women residents of Newark aged 18 and over, offers comprehensive financial education, virtual and live events, and access to licensed professionals through Prudential Financial. In partnership with the dfree® program and other supporters, the NWFMI aims to provide sustainable financial education, enabling participants to pay off debt, build savings, and access financial services. To learn more, visit our website https://www.wearejerseyent.com/post/recap-newark-first-lady-linda-baraka-launches-dfree-financial-freedom-movement Subscribe for more of the hottest indie artists, creatives, businesses, brands and more coming out of New Jersey: ➥ www.youtube.com/wearejersey ➥ Link : ==================================================================== ✿ Watch This Video: ◮ mzmorning_glory talks about her motivation following her decor dreams ➤ https://youtu.be/JwIEhC2jBSE Thanks for watching the video. Subscribe to the channel to get more and press the BELL icon to get updated about new video. ↤↤ ✿ ↦↦↦↦↦↤↤↤↤↤ ✿ ↦↦↦↦↦↤↤↤↤↤ ✿ ↦↦↦↦↦↤↤↤↤↤ ✿ ↦↦ ✿ For Business Inquiries : ➥ Mail: magazine@wearejerseyent.com ➥ Website: https://www.wearejerseyent.com ================================================================ ✿More videos from " We Are Jersey ": ◮ Peterparkway_oy3 discusses creating his clothing line "Savvi Avra G.o.H" ➤https://www.youtube.com/watch?v=-VX9i4QUCPg ◮ Freedomfighters_Space discusses creating an environment where creatives can share talent and locally network. ➤ https://www.youtube.com/watch?v=WVK_5deyhg8 ◮ Kertasy discusses creating his newly dropped single "Tik Tok Shake". ➤ https://www.youtube.com/watch?v=L-3vBFsViUo ◮ Stunna Dior discusses creating her own clothing brand "Vulgvr" and newly dropped single "Twirl It". ➤ https://www.youtube.com/watch?v=Ev8CgyNRj5g ◮ JDParadox discusses his New Project "Manson" and the style of genre expressed on the album. ➤ https://youtu.be/8sLEF00wU2s ◮ Settasetta discusses creating his style of music and representing his city. ➤ https://youtu.be/vssaABtYirM ↬↬↬↬↬↫↫↫↫↫↬↬↬↬↬↫↫↫↫↫↬↬↬↬↬↫↫↫↫↫↬↬↬↬↬↫↫↫↫↫ --- Support this podcast: https://podcasters.spotify.com/pod/show/wearejersey/support

Newark First Lady Linda Baraka Launches DFREE Financial Freedom Movement Newark's First Lady, Linda Baraka, successfully launched the Newark Women Forward Financial Initiative (NWFMI) on Thursday, February 29, at the historic Krueger-Scott Mansion. The event marked a significant milestone in Newark's efforts to empower women with financial education and tools for personal independence. The kickoff event, attended by prominent figures including Mayor Ras J. Baraka, and representatives from Prudential Financial and RWJ Barnabas Health, showcased the city's commitment to financial empowerment and inclusion. The FREE 12-week program, designed for women residents of Newark aged 18 and over, offers comprehensive financial education, virtual and live events, and access to licensed professionals through Prudential Financial. In partnership with the dfree® program and other supporters, the NWFMI aims to provide sustainable financial education, enabling participants to pay off debt, build savings, and access financial services. To learn more, visit our website https://www.wearejerseyent.com/post/recap-newark-first-lady-linda-baraka-launches-dfree-financial-freedom-movement Subscribe for more of the hottest indie artists, creatives, businesses, brands and more coming out of New Jersey: ➥ www.youtube.com/wearejersey ➥ Link : ==================================================================== ✿ Watch This Video: ◮ mzmorning_glory talks about her motivation following her decor dreams ➤ https://youtu.be/JwIEhC2jBSE Thanks for watching the video. Subscribe to the channel to get more and press the BELL icon to get updated about new video. ↤↤ ✿ ↦↦↦↦↦↤↤↤↤↤ ✿ ↦↦↦↦↦↤↤↤↤↤ ✿ ↦↦↦↦↦↤↤↤↤↤ ✿ ↦↦ ✿ For Business Inquiries : ➥ Mail: magazine@wearejerseyent.com ➥ Website: https://www.wearejerseyent.com ================================================================ ✿More videos from " We Are Jersey ": ◮ Peterparkway_oy3 discusses creating his clothing line "Savvi Avra G.o.H" ➤https://www.youtube.com/watch?v=-VX9i4QUCPg ◮ Freedomfighters_Space discusses creating an environment where creatives can share talent and locally network. ➤ https://www.youtube.com/watch?v=WVK_5deyhg8 ◮ Kertasy discusses creating his newly dropped single "Tik Tok Shake". ➤ https://www.youtube.com/watch?v=L-3vBFsViUo ◮ Stunna Dior discusses creating her own clothing brand "Vulgvr" and newly dropped single "Twirl It". ➤ https://www.youtube.com/watch?v=Ev8CgyNRj5g ◮ JDParadox discusses his New Project "Manson" and the style of genre expressed on the album. ➤ https://youtu.be/8sLEF00wU2s ◮ Settasetta discusses creating his style of music and representing his city. ➤ https://youtu.be/vssaABtYirM ↬↬↬↬↬↫↫↫↫↫↬↬↬↬↬↫↫↫↫↫↬↬↬↬↬↫↫↫↫↫↬↬↬↬↬↫↫↫↫↫ --- Support this podcast: https://podcasters.spotify.com/pod/show/wearejersey/support

Reverend Shaunda Sutton Speech | DFREE Financial Freedom Movement | We Are Jersey Newark's First Lady, Linda Baraka, successfully launched the Newark Women Forward Financial Initiative (NWFMI) on Thursday, February 29, at the historic Krueger-Scott Mansion. The event marked a significant milestone in Newark's efforts to empower women with financial education and tools for personal independence. The kickoff event, attended by prominent figures including Mayor Ras J. Baraka, and representatives from Prudential Financial and RWJ Barnabas Health, showcased the city's commitment to financial empowerment and inclusion. The FREE 12-week program, designed for women residents of Newark aged 18 and over, offers comprehensive financial education, virtual and live events, and access to licensed professionals through Prudential Financial. In partnership with the dfree® program and other supporters, the NWFMI aims to provide sustainable financial education, enabling participants to pay off debt, build savings, and access financial services. To learn more, visit our website https://www.wearejerseyent.com/post/recap-newark-first-lady-linda-baraka-launches-dfree-financial-freedom-movement --- Support this podcast: https://podcasters.spotify.com/pod/show/wearejersey/support

Analysts' Sustainable Stock Picks. Infrastructure, renewable energy, and sustainable stocks with high dividend yields, that analysts say to buy now. By Ron Robins Transcript & Links, Episode 126, March 22, 2024 Hello, Ron Robins here. So, welcome to this podcast episode 126 titled “Analysts' Sustainable Stock Picks.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Now, remember that you can find a full transcript, and links to content – including stock symbols and bonus material – on this episode's podcast page located at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, nor do I receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal to you any personal investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please go to this podcast's webpage for links to the actual articles for more company and stock information. Also, some companies might be covered more than once and there is also 1 article link below that time didn't allow me to review here. ------------------------------------------------------------- Infrastructure Stocks to Buy Hand Over Fist in March by Lee Samaha Infrastructure is an investment that most ethical and sustainable investors like to invest in. So I want to begin with this article. It's titled 3 Infrastructure Stocks to Buy Hand Over Fist in March and by Lee Samaha. It's found on fool.com. Here are some brief quotes from the article. “1. Trimble (TRMB) With Trimble… infrastructure projects can be precisely managed with a significant reduction in waste and the kind of cost overruns the industry is famous for. It's a key player in digitally transforming how infrastructure is built and maintained… Based on Wall Street analyst estimates, Trimble will trade at slightly less than 20 times the estimated free cash flow in 2025, a highly attractive multiple… 2. Freeport-McMoRan (FCX)  The (copper) miner has the resources and the financial flexibility to invest in increasing supply, and to benefit from increased prices for copper. That's why it's the best mining stock to buy in 2024. 3. Atkore (ATKR)  Atkore [is] a leading manufacturer of products used in electrical power systems in its electrical segment. It also manufactures metal frames and pipes -- among other things -- in its safety and infrastructure segment. Atkore's earnings could significantly improve in the coming years, and so the stock looks like a good value trading on 10 times its estimated 2024 earnings.” End quotes ------------------------------------------------------------- 5 Sustainable Stocks With a High Yield by Muskaan Hemrajani Sustainable stocks with high yields are also in demand by investors. Hence, I thought this article would be of interest. It's titled 5 Sustainable Stocks With a High Yield by Muskaan Hemrajani on morningstar.com. Now some of what Mr. Hemrajani has to say about his picks. “1. Best Buy (BBY) January 2024 Dividend Yield 5.08% Price: $78.21 as of March 6, 2024 Fair Value Estimate: $90 Morningstar Rating: 3 stars Morningstar ESG Risk Rating Assessment: Low According to Morningstar senior equity analyst Sean Dunlop, ‘Best Buy's dividend should be safe, with its 5%-plus yield looking quite attractive to income investors.' 2. Prudential Financial (PRU) January 2024 Dividend Yield 4.77% Price: $109.61 as of March 6, 2024 Fair Value Estimate: $108 Morningstar Rating: 3 stars Morningstar ESG Risk Rating Assessment: Low ‘Overall, the company has returned approximately $26 billion to shareholders in the past eight years through dividends and share repurchases,' Morningstar equity analyst Suryansh Sharma wrote in a report… Prudential Financial provides a variety of financial-services products. 3. Exelon (EXC) January 2024 Dividend Yield 4.14% Price: $36.68 as of March 6 Fair Value Estimate: $39 Morningstar Rating: 4 stars Morningstar ESG Risk Rating Assessment: Medium Exelon is a pure-play electric and gas transmission and distribution utility that provides investors with a stable earnings profile. 4. Interpublic Group of Companies (IPG) January 2024 Dividend Yield 3.76% Price: $31.85 as of March 6. Fair Value Estimate: $39 Morningstar Rating: 4 stars Morningstar ESG Risk Rating Assessment: Negligible Interpublic Group is one of the global Big Five advertising holding companies… IPG has consistently increased its dividend, posting 7% average annual growth over the past five years. 5. HP (HPQ) January 2024 Dividend Yield 3.7% Price: $30.23 as of March 6 Fair Value Estimate: $27 Morningstar Rating: 3 stars Morningstar ESG Risk Rating Assessment: Low ‘We don't anticipate HP improving its midcycle growth potential or margin profile, but we do expect it to continue generating heady cash flow and sending nearly all of it back to shareholders between its dividend and repurchase program,' Morningstar equity analyst William Kerwin (said).” End quotes. ------------------------------------------------------------- 3 Renewable Energy Stocks That Are Screaming Buys in March by Matt DiLallo And back to a usual favorite with this article titled 3 Renewable Energy Stocks That Are Screaming Buys in March. It's by a familiar analyst in this space: Matt DiLallo -- and seen on finance.yahoo.com. “1. NextEra Energy (NYSE: NEE) Shares of NextEra Energy have slumped 25% over the past year. That price drop has driven its dividend yield up to around 3.7%, its highest level over the past decade… The company should have plenty of power to continue growing its earnings at a healthy rate. 2. Brookfield Renewable (NYSE: BEPC) (NYSE: BEP) Brookfield Renewable stock has shed about 17% of its value over the past year, driving its dividend yield up to 5.8%. Growth drivers include renewable-energy development projects, inflation-driven rate increases, margin enhancement activities, and mergers and acquisitions. 3. Clearway Energy (NYSE: CWEN) (NYSE: CWEN.A) Clearway Energy's stock has tumbled nearly 30% over the past year, driving its dividend yield to an eye-popping 7.3%... Given the growth ahead for renewable energy, there should be plenty of investment opportunities.” End quotes. ------------------------------------------------------------- 15 Biggest Wind Energy Companies in the World by Meerub Anjum This analysis of wind energy companies will interest many of you too. It's titled 15 Biggest Wind Energy Companies in the World by Meerub Anjum and found on finance.yahoo.com. Now some brief quotes by Ms. Anjum. “Please note that we converted market caps in foreign currencies to USD according to their respective exchange rates, as of March 13. 15. Northland Power Inc. (OTC:NPIFF) Market Cap: $4.41 billion The company operates offshore and onshore wind facilities in Europe and Canada. 14. Suzlon Energy Ltd (NSE:SUZLON) Market Cap: $6.13 billion Suzlon Energy Ltd. is one of the largest wind turbine manufacturers in the world. 13. Acciona S.A. (OTC:ACXIF) Market Cap: $6.76 billion Acciona, S.A… is a leading infrastructure and renewable energy company. 12. Brookfield Renewable Corporation (NYSE:BEPC) Market Cap: $9.18 billion The company provides wind, solar, and hydroelectric energy solutions. 11. Siemens Energy AG (ETR:ENR) Market Cap: $12.29 billion The company provides renewable energy services through its subsidiary, Siemens Gamesa Renewable Energy. 10. Avangrid, Inc. (NYSE:AGR) Market Cap: $13.81 billion The company serves more than 7 million people and has developed 8.7 GW of renewable energy capacity. 9. EDP Renováveis, S.A. (OTC:EDRVY) Market Cap: $14.79 billion The company has over 270 wind farms and operates in 28 international markets across the world. 8. Ørsted A/S (OTC:DNNGY) Market Cap as of March 13: $21.42 billion Ørsted A/S is a leading renewable energy company, specializing in the development, construction, and operation of offshore and onshore wind farms. 7. Vestas Wind Systems A/S (OTC:VWDRY) Market Cap: $28.59 billion Vestas Wind Systems A/S… specializes in the designing, manufacturing, and installing of wind turbines. 6. GE Vernova Expected Revenue (2024): $35 billion With an experience of more than 130 years, GE Vernova helps in the generation of nearly 30% of the world's electricity and has a significant role in energy transition. 5. Adani Green Energy Limited (NSE:ADANIGREEN) Market Cap: $37.42 billion The company has 12 wind power plants all over India. 4. Constellation Energy Corporation (NASDAQ:CEG) Market Cap: $53.37 billion The company operates 27 wind projects across 10 states, with the ability to produce nearly 1,400 MW of energy. 3. Enel SpA (OTC:ENLAY) Market Cap: $69.12 billion The company is a leader in renewable energy, providing wind, hydro, and energy storage services. 2. Iberdrola, S.A. (OTC:IBDRY) Market Cap: $75.62 billion The company installed 1,793 MW of offshore wind facilities at the end of 2023. An additional 3,000 MW will be in operation before 2027. 1. NextEra Energy, Inc. (NYSE:NEE) Market Cap: $117.29 billion The leading renewable energy company specializes in wind and solar energy. The company has tripled its wind energy production over the last decade. It has over 119 wind farms in operation.” End quotes. ------------------------------------------------------------- 15 Biggest Solar Companies in the World by Meerub Anjum Similarly to the above article is this one but on solar companies. It's also by Meerub Anjum and found on finance.yahoo.com. It's titled 15 Biggest Solar Companies in the World. Again, some brief quotes on each company. “The biggest solar companies in the world are ranked in ascending order of their market caps, as of March 12, 2024. Please note that we have converted the market caps of foreign companies to USD according to their respective exchange rates as of March 12. 15. ReNew Energy Global Plc (NASDAQ:RNW) Market Cap: $2.42 billion The company specializes in solar and wind energy. Its projects contribute to 1.9% of the total power capacity in India. 14. Clearway Energy, Inc. (NYSE:CWEN) Market Cap: $2.55 billion  The company boasts a diversified portfolio of renewable and conventional generation assets in the US, including solar and wind power generation. 13. Risen Energy Co Ltd (SHE:300118) Market Cap: $2.66 billion  Risen Energy Co Ltd specializes in the research and development, production, sales, and service of solar modules, solar terminal application and integration, and photovoltaic technology. 12. Shanghai Aiko Solar Energy Co Ltd (SHA:600732) Market Cap: $4.04 billion The company specializes in the manufacturing of photovoltaic products, solar cells, ABC modules, battery storage, inverters, and energy management systems. 11. SolarEdge Technologies, Inc. (NASDAQ:SEDG) Market Cap: $4.12 billion  The company specializes in solar energy solutions, DC-optimized inverters, PV power optimization, monitoring, and energy storage solutions. 10. GCL Technology Holdings Limited (OTC:GCPEF) Market Cap: $4.44 billion GCL Technology Holdings Limited is a leading renewable energy company, specializing in the manufacturing of solar materials and advanced solar technologies. 9. Xinyi Solar Holdings Limited (OTC:XISHY) Market Cap: $7.31 billion Xinyi Solar Holdings Limited is a leading solar company, specializing in the sale and production of solar products, the development and operation of solar farms, engineering and procurement, and construction services. 8. Nextracker Inc. (NASDAQ:NXT) Market Cap: $8.21 billion Nextracker specializes in solar tracking systems, monitoring and control, utility-scale solar power, solar power plant performance, solar software, and risk mitigation. 7. Trina Solar Co Ltd (SHA:688599) Market Cap: $8.22 billion Trina Solar Co Ltd specializes in smart energy solutions, solar PV modules, and solar projects. 6. Brookfield Renewable Corporation (NYSE:BEPC) Market Cap: $9.18 billion The company operates and develops renewable power facilities and has $52 billion in power assets under management. 5. JA Solar Technology Co Ltd (SHE:002459) Market Cap: $9.20 billion JA Solar Technology Co Ltd… specializes in the manufacturing of high-functioning photovoltaic products including solar panels, PV modules, solar modules, and solar projects. 4. Enphase Energy, Inc. (NASDAQ:ENPH) Market Cap: $16.43 billion Enphase Energy… specializes in solar energy, solar storage, solar power, microinverters, solar panels, PV modules, solar distributors and installers, residential and commercial solar systems, solar batteries, and energy storage. 3. First Solar, Inc. (NASDAQ:FSLR) Market Cap: $17.03 billion The company provides solar technology solutions and produces eco-efficient solar modules. 2. Adani Green Energy Ltd (NSE:ADANIGREEN) Market Cap: $37.42 billion  Adani Green Energy Ltd… is a leading renewable energy company in India. It develops and operates utility-scale grid-connected solar power plants among other renewables. 1. NextEra Energy, Inc. (NYSE:NEE) Market Cap: $117.29 billion  NextEra Energy… is a leading utilities and renewable energy company, specializing in solar and wind energy.” End quotes. ------------------------------------------------------------- Can retail clients be impact investors? By David Kitai Now there's a particular reason I'm including this article titled Can retail clients be impact investors? It's by David Kitai on wealthprofessional.ca. The fund appears to now be available to both US and Canadian investors. You'll see why I'm including this article when you hear these quotes from it. “Within the world of values based investing — which includes both ESG and socially responsible investing (SRI) — impact investing has largely been the remit of billionaires and foundations. Unlike ESG or SRI, which seek to avoid social harm in an investment portfolio, impact investing seeks to fund positive social changes. That sort of investing requires consensus on what constitutes positive change and relatively heavy involvement on the part of the impact investor, which is why it's been largely left outside the reach of retail investors… Late last year, Franklin Templeton Canada launched the Franklin Martin Currie Improving Society Fund, which explicitly aims to provide Canadian retail investors with an impact strategy.” End quotes. ------------------------------------------------------------- Other Honorable Mentions – not in any order. 1) Title: 3 Stocks That Are Capitalizing on the Shift to Renewable Energy on investorplace.com. By Muslim Farooque. ------------------------------------------------------------- Ending Comment Well, these are my top news stories with their stock and fund tips -- for this podcast titled: “Analysts' Sustainable Stock Picks.” Now, please be sure to click the like and subscribe buttons on Apple Podcasts, Google Podcasts, or wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on April 5th. Bye for now.   © 2024 Ron Robins, Investing for the Soul

This episode is sponsored by Prudential. Meghan Allen is a customer and paid promoter of Prudential Financial. To learn more about the material terms of her relationship with Prudential, please go to shespeaks.com/PrudentialDisclosureMeghan. This podcast is provided for educational purposes only. It is not intended to be, nor should be construed as investment, insurance, financial, tax, or legal advice. Please consult with your own advisor for such advice.In this episode, we sit down with Megan Allen, the creator behind the blog and Instagram page "Raising Twin Boys." Megan shares her journey into the world of content creation and influencer marketing, and how she organically grew her following. She discusses her approach to creating engaging content for her audience, particularly fellow moms. The conversation also delves into Megan's brand partnerships and how she selects the right brands to collaborate with.Megan also opens up about her personal experiences, including losing her father, the financial implications of his passing and why she chose to partner with Prudential. She explains the significance of empowering women through financial planning and shares how she seamlessly integrates relevant partnerships, like the partnership with Prudential, into her content.This episode offers insights into brand partnerships, and the importance of authenticity in content creation. Episode Highlights: 1. Megan's journey into content creation and becoming a full-time influencer2. Understanding the audience: Connecting with moms and sharing relatable content3. Monetizing: The role of brand partnerships and affiliate marketing4. Navigating the challenges of judgment and criticism as a mom influencer5. Long-term brand partnerships and the importance of authenticity6. The impactful partnership with Prudential and the personal relevance of financial planning for women7. Future content plans Links & Resources Meghan: https://www.instagram.com/raisingtwinboys/ Prudential Retirement Checklist: https://on.pru/7_RET2023Connect with a Prudential Financial Professional: https://www.prudential.com/common/findfinancialprofessional # 1078346-00001-00****Want more from SheSpeaks?* Sign up for our podcast newsletter HERE! * Connect with us on Instagram, FB & Twitter @shespeaksup Contact us at podcast@shespeaks.com WATCH our podcast on YouTube @SheSpeaksTV

This week, we discuss the escalating cyber threats targeting the United States, with a particular focus on recent developments and warnings from high-level officials and cybersecurity experts. We begin with FBI Director Christopher Wray's stark warning about China's cyber threat, revealing that offensive malware has been covertly placed in U.S. critical infrastructure by Chinese hackers, representing a scale of threat previously unseen. Wray's comments at the Munich security conference underscore the urgent need for heightened cybersecurity measures against such national security threats. We also cover the alarming ransomware attacks by the ALPHV/Blackcat gang on prominent companies such as Prudential Financial and loanDepot, showcasing the persistent risks ransomware poses to both private and public sectors. With over 16.6 million individuals affected by the loanDepot breach alone, the implications of these attacks are far-reaching. Additionally, we discuss the recent cyberattack that disrupted Georgia's Fulton County, affecting its main technology platforms and limiting operations across various county offices. This incident further highlights the vulnerabilities of local government infrastructure to sophisticated cyberattacks. Join us as we also explore the global response to these threats, including the U.S. State Department's rewards for information leading to the capture of ALPHV gang leaders and the ongoing efforts by law enforcement to counter Chinese hacking campaigns. With the use of artificial intelligence by hackers amplifying the threat landscape, we'll examine the calls for a "Geneva Convention around cyber" and the implications for future cybersecurity defenses. Tune into Security Squawk to stay informed on the latest cyber threats and the evolving landscape of cybersecurity defense strategies.

The Cybercrime Magazine Podcast brings you daily cybercrime news on WCYB Digital Radio, the first and only 7x24x365 internet radio station devoted to cybersecurity. Stay updated on the latest cyberattacks, hacks, data breaches, and more with our host. Don't miss an episode, airing every half-hour on WCYB Digital Radio and daily on our podcast. Listen to today's news at https://soundcloud.com/cybercrimemagazine/sets/cybercrime-daily-news. Brought to you by our Partner, Evolution Equity Partners, an international venture capital investor partnering with exceptional entrepreneurs to develop market leading cyber-security and enterprise software companies. Learn more at https://evolutionequity.com

Prudential Financial data breached in cyberattack Facebook Marketplace user records leaked on hacking forum Bank of America customers at risk after third party breach Huge thanks to our sponsor, Vanta From dozens of spreadsheets and screenshots to fragmented tools and manual security reviews, managing the requirements for modern compliance and security programs is increasingly challenging. Vanta is the leading Trust Management Platform that helps you centralize your efforts to establish trust and enable growth across your organization. Over 6,000 companies partner with Vanta to automate compliance, strengthen security posture, streamline security reviews, and reduce third-party risk. To learn more, go to vanta.com/ciso and watch their 3-minute product demo. For the stories behind the headlines, visit CISOseries.com.

Today is our 50th episode of WE Talk Careers! We are continuing our dive into Wall Street careers and into the very heart of Exchange-Traded Funds. What does it mean to be a product manager? We are joined by Sandra Testani and Greg Trinks to help us explore this role. In her role as Head of ETF Product and Strategy, Sandra Testani drives strategic product initiatives to launch new products and oversees the existing ETF offerings across the American Century and Avantis Investors brands. Prior to joining American Century Investments in 2015, she spent 15 years as a vice president at AllianceBernstein. She has worked in the investment industry since 2000. Sandra holds a bachelor's degree in international relations with a concentration in business and economics from Boston University. She is a CFA and CAIA® charterholder. She currently serves on the Finance Committee for Women in ETFs. Sandra lives in Connecticut with her husband and 7 year old daughter. In her free time, she enjoys spending time outdoors hiking, snowboarding and swimming. She aspires to travel to as many U.S. National Parks as possible in her lifetime. Greg Trinks is Head of U.S. Product at Janus Henderson Investors, a position he has held since 2023. In this role, he leads the U.S. product team. Prior to joining the firm, Greg was with UBS for over twenty years where he held a variety of roles, most recently as head of portfolio advisory group. Greg began his career focused on taxable fixed income and municipal bond sales and marketing at Prudential Financial. Greg received a BA degree in business administration and finance from Western Michigan University. He holds the Certified Investment Management Analyst (CIMA) designation and has 24 years of financial industry experience. Greg lives in New Jersey with his wife, 8 year old son, and 6 year old daughter. Greg enjoys spending time with his family outdoors, especially the beach and boating, hiking, and skiing/snowboarding. He also enjoys cooking, hosting friends, and listening to Audiobooks/Podcasts on the long commutes. Kristine Delano guides the conversation about Product Management as the intersection for the ETF industry and what it takes to build strong, collaborative, relationships. Follow on Instagram kristine.delano.writer  Visit www.womeninetfs.com to find additional support in the ETF industry.  Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement. In partnership with https://www.etfcentral.com/ Book recommendations:  Why We Sleep: Unlocking the Power of Sleep and Dreams by Matthew Walker, PhD  Outlive: The Science and Art of Longevity by Peter Attia, MD Demon Copperhead by Barbara Kingsolver

This week we continue to explore the power of transformation with my special guest, David Brown Jrs (DBJ), Head of Operations Support and Business Controls for the US Businesses at Prudential Financial. He is also an author, coach and one of the coolest spiritual individuals I have known over the years. He shares with us how he defines transformation, but more importantly how he helps others step into their own transformational spaces. By sharing his own experiences with transformation we learn the importance of going beyond the transformation itself and instead defining it by the change in perspectives of those involved. At its core, the alignment of individuals wrapped up in the transformation are the true guide of its success or failure. We also discuss the power of resistance and resonance and how emotions and experiences can shape our path to transition. David Brown Jr. is an authenticity thought leader who has served as an operations executive, leadership coach and consultant. He has over ten years of experience as a senior leader in small and large companies across the financial services, professional services and facilities management industries. David previously held the position of Chief Operating Officer for a mid-size government contracting firm and currently is the Head of Operations Support and Business Controls for the US Businesses at Prudential Financial. He has led operating teams or provided strategic consulting to product and service lines that include credit cards, mortgages, facilities maintenance, asset management, government contracting and individual life insurance.David took time away from corporate America to train as a coach, while also writing his first book, Letters for Lucia: 8 Principles for Navigating Adversity. During that period, he developed a new perspective on leadership development that centered on authenticity.(2:30) How does DBJ “vibe” with the word transformation? How is this a part of his story?(4:17) How does DBJ define transformation?(6:12) What are some of the emotions that we associate with transformation?(15:42) How did DBJ figure out that this was what he wanted to do, embracing and sharing the tools of transformation?(18:46) What are some of the conditions that can make transformation successful?(22:30) How do we overcome when we are resistant to change/transformation?(28:40) What is the best way to measure transformation, success or failure?(29:52) We learn some personal facts about DBJ?Connect with David Brown Jr.https://www.linkedin.com/in/davidbrownjr/Subscribe: Warriors At Work Podcasts Website: https://jeaniecoomber.comFacebook: https://www.facebook.com/groups/986666321719033/Instagram: https://www.instagram.com/jeanie_coomber/Twitter: https://twitter.com/jeanie_coomber LinkedIn: https://www.linkedin.com/in/jeanie-coomber-90973b4/YouTube: https://www.youtube.com/channel/UCbMZ2HyNNyPoeCSqKClBC_w

Tom Doughty, former VP & chief information security officer at Prudential Financial, is one of the brightest minds in our industry. He is also a former captain, military intelligence, at the U.S. Army. He joined Gordon Lawson, CEO at Conceal, and Steve Morgan, editor-in-chief at Cybercrime Magazine, for an enlightening discussion on the special value that our military personnel bring to the cybersecurity industry, ransomware, and AI. Learn more about our sponsor at https://conceal.io

Kellie is responsible for developing and executing the Televerde marketing strategy and brand image. Previously, Kellie spent 14 years at Avaya, where she served as global head of Employee Engagement and an executive communications partner to the CMO, head of HR, and General Counsel. Before Avaya, Kellie held marketing and communications roles at Prudential Financial and PSEG Energy Technologies. With a communications career spanning over two decades, Kellie has honed a keen sense of ambiguity, contradiction, and subtlety. She's a staunch grammar aficionado with a penchant for the red pen—a trait celebrated by her colleagues but often lamented by her closest friends and family. Kellie gives back to her community by volunteering for the Televerde Foundation and Farm Sanctuary in Watkins Glen, New York. Outside of work, Kellie cherishes moments with her husband Matt and their three children. Connect with Kellie: https://televerde.com/   https://www.linkedin.com/in/kellie-walenciak-99682a28/

In this episode of Money Tales, our guest is Robyn Crane. Robyn started her career as a singer-songwriter. At one point, she had worked really hard to set up a number of shows at some great venues. Right before the tour, Robyn got sick, and she had to cancel the shows. This heart-breaking experience made her realize she had little control over her success. Robyn could be the best singer, the best songwriter, but she had very little control over her financial future. It wasn't until she discovered her desire to transform people's lives that she found a new path. Robyn holds a CFP® and is a keynote speaker, best-selling author and leading business coach for financial professionals. She's shared the stage and/or podcasts with thought leaders such as Richard Branson, Mel Robbins, Michael Kitces, Grant Cardone and Rachel Cruze. She is known for engaging and inspiring audiences and has spoken at events such as: Financial Planning Association (FPA), Women in Insurance & Financial Services (WIFS), Traffic & Conversion, Guardian Life and Prudential Financial. She has been featured in O, Oprah magazine, Fortune, Entrepreneur, Wall St. Journal as well as ABC, NBC, Fox Business News and the works. In the financial industry, she is best known for her book called, “Make More Money, Help More People,” and podcast, “Growing Your Financial Business…The Woman's Way.” Her company's mission is to create a paradigm shift in financial services to being more welcoming and accommodating for women. Part of the initiative to do this is a specific focus on increasing the footprint of women in the financial industry from ~24% to 50%. At home, Robyn keeps busy with her three-, five- and 16-year-olds and entrepreneurial husband. She also loves playing tennis, pickleball and occasionally steals the mic to sing ‘Shoop' (if she's in a crazy mood) or ‘Ain't no sunshine' (if she's feeling more seductive).

Alexandra Drane, serial entrepreneur and co-founder of ARCHANGELS, discusses her unconventional experience working as a cashier at Walmart and its importance in informing her approach to business and life: solving complex problems by starting with the community and addressing real-life issues. Alexandra delves into “the unmentionables” of healthcare: the idea that when life goes wrong, health goes wrong. She emphasizes the importance of small acts of care and attention as the foundation for meaningful change in healthcare and society. Key Highlights: How working as a cashier at Walmart gave Alexandra a new lens for seeing the strength of the people who make up a community. How to help change a healthcare system that isn't set up to treat patients or healthcare providers as whole humans. The power of focusing on the details of life to create meaning.  About our guest: Alexandra is co-founder and CEO of ARCHANGELS. She co-founded Eliza Corporation (acquired by HMS Holdings Corp: HMSY), Engage with Grace, and three other companies (all boot-strapped). A serial entrepreneur, she is also a cashier-on-leave for Walmart. She believes communities are the frontline of health, that caregivers are our country's greatest asset, and that we need to expand the definition of health to include life. Alexandra is an inventor on numerous patents and has co-authored multiple peer-reviewed journal articles, including publications with the CDC, the Journal of Affective Disorders, and NEJM Catalyst. She joined Prudential Financial as a Wellness Expert for a film series called “The State of US” that was turned into a national ad campaign and generated close to two billion impressions. She has one hobby outside of her passion for revolutionizing health care, and her love of family and adventure…car racing. Key Moments: 11 minutes: On tapping into the expertise of patients. “Patients, humans who are in these situations where the traditional healthcare system is not offering a solution, they become genius inventors. And you can look condition by condition, whether it be childhood diabetes to life-threatening allergies to every type of cancer. There will be someone who has, in their basement, in their church, in their YMCA, rigged something together that is solving a previously misunderstood problem. And they figured it out. There is genius everywhere.” 25 minutes: On the challenge of the current structure of the healthcare system. “You had said something earlier about how sometimes we're dismissed. And I was thinking, as you were talking, about just how difficult it is to be a patient, to be a human in the system, when the system's not equipped to really think about you as a human.” 40 minutes: On the power of intention. “I think the healthcare system, which let's be clear, the healthcare system is nothing other than the fabric of society. The healthcare system is our lives. How we care for each other and get cared for ourselves is not a system, it is humanity. And I think we need to go back to what matters, who are we, how do we show up for each other? How do we lead with love? And guess what? When you do that, you can be sustainable and scalable.” Visit the Manta Cares website  Disclaimer: This podcast is for general informational purposes only and does not constitute the practice of medicine, nursing or other professional health care services, including the giving of medical advice, and no doctor/patient relationship is formed. The use of information on this podcast or materials linked from this podcast is at the user's own risk. The content of this podcast is not intended to be a substitute for professional medical advice, diagnosis, or treatment. Users should not disregard, or delay in obtaining, medical advice for any medical condition they may have, and should seek the assistance of their health care professionals for any such conditions. --- Support this podcast: https://podcasters.spotify.com/pod/show/manta-cares/support

All Home Care Matters is honored to welcome Alexandra Drane the CEO of ARCHANGELS as guest to the show.   Alexandra is co-founder and CEO of ARCHANGELS. She co-founded Eliza Corporation (acquired by HMS Holdings Corp: HMSY), Engage with Grace, and three other companies (all boot-strapped). A serial entrepreneur, she is also a cashier-on-leave for Walmart. She believes communities are the front line of health, that caregivers are our country's greatest asset, and that we need to expand the definition of health to include life.    Alexandra sits on the RAND Social and Economic Policy Advisory Board, the Leadership Council for the Rosalynn Carter Institute, the Entrepreneurs Council for The United States of Care, and Harvard Medical School's Executive Council of the Division of Sleep Medicine. She is a member of the Board of Directors of C-TAC and has served as a vice chair of the Trustee Advisory Board at Beth Israel Deaconess Medical Center from 2012-2020 and returned to the role in 2021. She also serves on the Board of Advisors for Open Notes. She served for 7 years as a Governor appointed member of the Executive Committee for the Board of Directors for MassTech, until March 2022.   Alex was named to the first ever Care100 list in 2020, a Top Women in Healthcare's Entrepreneur of the Year by PR News, one of Disruptive Women in Health Care's Women to Watch, one of Boston Globe's Top 100 Women Leaders, and listed in Boston Business Journal's “40 Under 40”, as well as an inventor on multiple patents. She joined Prudential Financial as a Wellness Expert for a film series called “The State of US” that was turned into a national ad campaign and generated close to two billion impressions. She has one hobby outside of her passion for revolutionizing health care, and her love of family and adventure…car racing.   Connect with ARCHANGELS: Official Website: https://www.archangels.me/

Although governance may not be a flashy topic in the world of upstart entrepreneurs, overlooking it can cause billions of dollars of loss for otherwise savvy investors. In this episode of the Principled Podcast, host Susan Divers discusses why good governance matters with Bruce Karpati, partner and global chief compliance officer at the private investment firm Kohlberg Kravis Roberts & Co. (KKR). Listen in as the two explore how governance plays a crucial role in the way KKR selects its portfolio companies and manages them.  For a full transcript of this podcast, visit the episode page at LRN.com.    Guest: Bruce Karpati Bruce Karpati joined KKR in 2014 and serves as the firm's global chief compliance officer and counsel. Prior to joining KKR, he was the chief compliance officer of Prudential Investments, the mutual fund and distribution business of Prudential Financial. Mr. Karpati was previously the national chief of the SEC's asset management unit which he co-founded. In this role, he supervised a staff of 75 attorneys, industry experts, and other professionals. Mr. Karpati joined the SEC as a staff attorney in 2000, was promoted to branch chief in 2002, assistant regional director in 2005, and co-chief of the SEC's Asset Management unit in 2010. In 2007, he founded the SEC's hedge fund working group, a cross-office initiative to combat securities fraud in the hedge fund industry. Mr. Karpati also serves as an adjunct professor at Fordham University Law School. He began his career in private practice at Dechert LLP. Mr. Karpati earned his JD cum laude from the University at Buffalo Law School, and his bachelor's degree cum laude in International Relations from Tufts University.  Host: Susan Divers Susan Divers is a senior advisor with LRN Corporation. In that capacity, Ms. Divers brings her 30+ years' accomplishments and experience in the ethics and compliance area to LRN partners and colleagues. This expertise includes building state-of-the-art compliance programs infused with values, designing user-friendly means of engaging and informing employees, fostering an embedded culture of compliance and substantial subject matter expertise in anti-corruption, export controls, sanctions, and other key areas of compliance. Prior to joining LRN, Mrs. Divers served as AECOM's Assistant General for Global Ethics & Compliance and Chief Ethics & Compliance Officer. Under her leadership, AECOM's ethics and compliance program garnered six external awards in recognition of its effectiveness and Mrs. Divers' thought leadership in the ethics field. In 2011, Mrs. Divers received the AECOM CEO Award of Excellence, which recognized her work in advancing the company's ethics and compliance program. Mrs. Divers' background includes more than thirty years' experience practicing law in these areas. Before joining AECOM, she worked at SAIC and Lockheed Martin in the international compliance area. Prior to that, she was a partner with the DC office of Sonnenschein, Nath & Rosenthal. She also spent four years in London and is qualified as a Solicitor to the High Court of England and Wales, practicing in the international arena with the law firms of Theodore Goddard & Co. and Herbert Smith & Co. She also served as an attorney in the Office of the Legal Advisor at the Department of State and was a member of the U.S. delegation to the UN working on the first anti-corruption multilateral treaty initiative. Mrs. Divers is a member of the DC Bar and a graduate of Trinity College, Washington D.C. and of the National Law Center of George Washington University. In 2011, 2012, 2013 and 2014 Ethisphere Magazine listed her as one the “Attorneys Who Matter” in the ethics & compliance area. She is a member of the Advisory Boards of the Rutgers University Center for Ethical Behavior and served as a member of the Board of Directors for the Institute for Practical Training from 2005-2008.

Managing your money is already a stressful task, and it's sometimes difficult to intentionally think ahead about what happens when we retire. Luckily, there are some very smart people in the world of personal finance who can help with that aspect of life. But what does the customer experience look like in that field? Continuing our look into the winning programs at the 2023 US Customer Experience Awards, host Pat Gibbons welcomes Jenny Schmidt, vice president for strategic initiatives at Prudential Financial, to discuss their many awards from USACXA, including the 2023 CX Team of the Year. Learn more about the Prudential Stages for Retirement at: https://stages.prudential.com/  Listen to more podcasts at https://cxleaderpodcast.com/ Learn more about Walker at https://walkerinfo.com/ 

Martin RooneyMartin Rooney is an internationally recognized entrepreneur, fitness expert, sought-after presenter, and best-selling author. Martin has his Master of Health Science and Bachelor of Physical Therapy degrees from the Medical University of South Carolina and also holds a Bachelor of Arts in Exercise Science from Furman University. Martin is the former COO of the Parisi Speed School, a youth sports performance franchise with over 80 locations nationwide, and is the founder of the Training for Warriors system. The TFW System has been operated in over 300 facilities in 25 countries worldwide and Martin's programs have been used by over one million youth athletes and adults. A former US bobsledder, Division I track athlete, Judo black belt, record-setting powerlifter, and two-time Guinness World Record holder, Martin not only has the academic and athletic background but also, first-hand business experience of what it takes to run global organizations.As a presenter, Martin is regularly in front of over 10,000 people per year and has consulted Fortune 500 companies such as Marriott International, Nike, Prudential, and Hasbro as well as major organizations like Prudential Financial and Weichert Realtors. Martin has also conducted training and development programs for Military Organizations including the Army Rangers, Army Airborne, and Navy SEALs, and has coached at and advised professional teams such as the NY Jets, Cincinnati Bengals, Carolina Panthers, and NY Giants. His university consulting clientele has included Notre Dame, University of Texas, Arizona State University, Brown University, University of Alabama, Oregon State University, Auburn University, Rutgers University, University of Tennessee, Montana State University, Furman University, and West Point. Martin has also been a training representative for Adidas and Perform Better.Over the last 15 years, Martin has traveled to over 35 countries to help train world-class athletes and teach trainers and leaders about coaching and culture. As a coach, Martin has been listed in the top 100 Most Influential People in Health and Fitness over 5 different years, and in 2015 Martin was inducted into the Personal Trainer Hall of Fame. Martin has trained hundreds of athletes from the NFL, MLB, UFC, NBA, and WNBA. He has also had the honor to work with numerous Olympic medalists, All-Americans, and World Champions. In addition to professional athletes, he has also coached 100 high school athletes who have gone on to compete at numerous top Division I colleges across the United States including high school national champions.Martin's two newest books, High Ten and Coach to Coach are helping to create better leaders and business and team cultures around the world. He has also written three best-selling books printed in 5 different languages for Harper Collins publishers (Warrior Cardio, Ultimate Warrior Workouts, and Training For Warriors) and his 12 books and DVD series overall which have sold over a combined 200,000 copies. His work has been featured on ESPN, Spike TV, Fox Sports, the NFL Network, and in the New York Times, USA Today, Men's Health, Men's Fitness, Muscle and Fitness, The Sporting News, Runner's World, SELF, Outside, and Sports Illustrated for Kids.Originally from New Jersey, Martin now lives in North Carolina with his wife Amanda and their four daughters Sofia, Kristina, Keira, and Sasha.Please click here to learn more about Martin Rooney.About Brad SugarsInternationally known as one of the most influential entrepreneurs, Brad Sugars is a bestselling author, keynote speaker, and the #1 business coach in the world. Over the course of his 30-year career as an entrepreneur, Brad has become the CEO of 9+ companies and is the owner of the multimillion-dollar franchise ActionCOACH®. As a husband and father of five, Brad is equally as passionate about his family as he is about business. That's why, Brad is a strong advocate for building a business that works without you – so you can spend more time doing what really matters to you. Over the years of starting, scaling, and selling many businesses, Brad has earned his fair share of scars. Being an entrepreneur is not an easy road. But if you can learn from those who have gone before you, it becomes a lot easier than going at it alone. That's why Brad has created 90 Days To Revolutionize Your Life – It's 30 minutes a day for 90 days, teaching you his 30 years of experience in investing, business, and life.Please click here to learn more about Brad Sugars.Learn the Fundamentals of Success for free: The Big Success Starter: https://results.bradsugars.com/thebigsuccess-starter Join Brad's programs here: 30X Life: https://results.bradsugars.com/30xlifechallenge 30X Business: https://results.bradsugars.com/30xbusinesschallenge 30X Wealth: https://results.bradsugars.com/30xwealthchallenge 90X – Revolutionize Your Life: https://30xbusiness.com/90daystorevolutionize Brad Sugars' Entrepreneur University: https://results.bradsugars.com/entrepreneuruniversity For more information, visit Brad Sugars' website: www.bradsugars.com Follow Brad on Social Media: YouTube: @bradleysugars Instagram: @bradleysugars Facebook: Bradley J Sugars LinkedIn: Brad Sugars TikTok: @bradleysugars Twitter: BradSugars The Big Success Podcasthttps://businessinnovatorsradio.com/the-big-success-podcast/Source: https://businessinnovatorsradio.com/ep-33-martin-rooney-the-big-success-podcast-with-brad-sugars

Ken Warman is a seasoned professional with 25 years of experience in building successful leaders and high-performing teams. As a strategic leader and trusted advisor, Ken brings a wealth of expertise and talent development skills to the table. Throughout his career, Ken has held significant roles such as Chief Financial Officer, Chief Operating Officer, and Head of Consulting Practice at Prudential Financial, a Fortune 50 company. With his extensive business background and dynamic approach, he not only delivers solutions and workshops but also designs and implements programs to develop leaders within organizations. And… he's my next guest on GasStoveCreativePresents: The Cookbook! Ken's proficiency as an International Coaching Federation certified coach is instrumental in establishing deep relationships of trust with his clients. Through authentic dialogue and heightened self-awareness, he helps individuals and organizations achieve improved performance and personal growth. With his proficiency in behavioral and emotional intelligence assessments, as well as 360 feedback tools, Ken guides his clients towards behavioral development and positive change. Ken's style and expertise span across various industries, including financial services, technology, pharmaceutical, telecommunications, consulting, and education. Whether working with mid-career professionals or C-suite executives, Ken is driven by purpose and dedicated to the development and service of others. Here are the links: Website: https://gasstovecreative.com/the-cookbook-podcast/  YouTube: https://youtu.be/W7Z4TxmB-5M  Vimeo: https://vimeo.com/850406891/7bbdd0d762?share=copy  And we can be found where all the podcasts live! Apple Podcasts, Spotify, Google, Amazon, et al! As always, please subscribe, like, and share! #GasStoveCreativePresentsTheCookbook #TheCookbookPodcast #GasStoveCreative #KenWarman #LeadershipExpert #HighPerformanceTeams

There are many different objective functions you can use when building optimal portfolios. The majority of these approaches define risk from the perspective of variability or bad outcomes, but positive returns could be viewed as “risky” for those that don't experience them, which is another way of saying that people experience regret (or FOMO, for our trendier listeners). Today, we are joined by David Blanchett, a return guest and the Managing Director and Head of Retirement Research for PGIM DC Solutions, the global investment management arm of Prudential Financial. He is also an Adjunct Professor of Wealth Management at The American College of Financial Services and a Research Fellow for the Alliance for Lifetime Income. David returns to the podcast for an articulate discussion about regret in portfolio construction, what drives it, and how financial advisors can cater to it. We then delve into how David is redefining optimal retirement income strategies, looking at retirement tools, retirement planning, compensation models in the industry, risk exposures, and portfolios. We also get a high-level overview of some of the fascinating work that David has done on home-country bias, plus so much more. For highly technical content presented in an accessible and practical way by one of the brightest minds in retirement planning, be sure to tune in today! Key Points From This Episode: • Differences between risk aversion and regret aversion. (0:03:57) • The distinctly human element that drives “investment FOMO.” (0:06:34) • Insight into how David models regret in his research. (0:09:06) • The asset pricing implications of approaching portfolio optimization this way. (0:12:11) • Tips for deciding on what the regret benchmark should be. (0:13:19) • How a portfolio optimization routine based on regret affects asset allocation. (0:14:08) • Ways that the effect of optimizing over regret changes depending on risk aversion. (0:16:55) • Other asset characteristics that might drive optimal allocation to regret assets. (0:18:04) • Why moving away from self-direction is the best thing to happen to 401(k) plans. (0:20:53) • How financial advisors should cater to investors interested in speculative assets. (0:24:00) • Unpacking some of the social and story-driven sources of regret. (0:29:03) • Downsides to modelling retirement liability as a static inflation-adjusted amount. (0:32:00) • Why it's important to understand the composition of retiree spending and saving. (0:33:57) • David's research into dynamic spending rules for retirement planning. (0:42:06) • Some of the key pitfalls of existing financial planning tools and solutions. (0:44:38) • Ways that safe withdrawal rates change when you incorporate dynamic spending. (0:51:10) • How advisor channel affects passive fund choice and how clients should respond. (0:57:56) • Insight into David's research on foreign revenue and home-country bias. (1:02:27) © 2023 Rational Reminder Podcast 1     Links From Today's Episode: David Blanchett — https://www.davidmblanchett.com/ David Blanchett on Twitter — https://twitter.com/davidmblanchett David Blanchett on LinkedIn — https://www.linkedin.com/in/david-blanchett-b0b0aa2/ © 2023 Rational Reminder Podcast 2 RRP 254 Show Notes PGIM — https://www.pgim.com/ E137: David Blanchett: Researching Retirement — https://rationalreminder.ca/podcast/137 ‘Regret and Optimal Portfolio Allocations' — https://www.pm-research.com/content/iijpormgmt/ early/2023/02/01/jpm20231464 ‘Keep Keeping Your Distance: An Updated Look at 401(k) Participant Behaviors During the COVID-19 Crisis' — https://www.morningstar.com/articles/1032011/keep-keeping-your- distance-an-updated-look-at-401k-participant-behaviors-during-the-covid-19-crisis ‘Save more with less: The impact of employer defaults and match rates on retirement saving' — https://onlinelibrary.wiley.com/doi/abs/10.1002/cfp2.1152 ‘Redefining the Optimal Retirement Income Strategy' — https://www.tandfonline.com/doi/full/ 10.1080/0015198X.2022.2129947 ‘Focusing on Both Sides of the Balance Sheet: The Benefit of Liability Optimization' — https:// web.p.ebscohost.com/abstract ‘The Problems with Monte Carlo are in Your Mind' — https://www.advisorperspectives.com/ articles/2023/04/24/the-problems-with-monte-carlo-are-in-your-mind ‘Does Advisor Channel Influence Passive Fund Choice?' — https:// www.financialplanningassociation.org/learning/publications/journal/APR22-does-advisor- channel-influence-passive-fund-choice-OPEN ‘Foreign Revenue: A New World of Risk Exposures' — https://www.pm-research.com/content/ iijpormgmt/47/6/175 Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder- podcast/id1426530582. 
 Rational Reminder Website — https://rationalreminder.ca/ Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.ca
 Benjamin Felix — https://www.pwlcapital.com/author/benjamin-felix/ Benjamin on Twitter — https://twitter.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://www.pwlcapital.com/profile/cameron-passmore/ Cameron on Twitter — https://twitter.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/

Bridget Esposito has been the Vice President and Global Creative Director at Prudential Financial for nine years. She is also a visual problem solver, a mother of two, a professor teaching design to nondesigners, and a former D1 softball player and coach. She still plays softball and credits the sport with her philosophy around leadership, team dynamics, and culture. The best piece of advice she has received is that "the game doesn't know" anything about you. All it knows is your level of effort on that given day. This advice has helped her fight the fear of hierarchies in business and approach her career with a "why not me?" attitude.In this episode, Alan and Bridget discuss the launch of Adobe Firefly and how it's helping calm fears and answer questions about AI for marketers and creatives. She advises professionals not to be scared of AI replacing them but instead to use it as a tool and understand how it can support them. She also gives us insight into the marketing focus at Prudential and the benefits and challenges of being a 150-year-old company. Prudential is pushing for innovation with a customer-first mindset and a culture that empowers everyone to understand they have the responsibility and ability to solve problems and improve processes. Bridget finishes up with advice about the necessity of failure to achieve innovation and the importance of having a holistic business understanding to facilitate effective creativity.In this episode, you'll learn:Why AI isn't a threat but rather a toolWhy innovation is so prudent for PrudentialLessons learned from softball Key Highlights [00:30] Introduction[01:20] Lifelong athlete[02:15] Takeaways from the summit[03:15] AI copyright conversation[04:10] Prudential's marketing journey[05:50] Culture at Prudential and accountability at the top[06:45] Content Creation to Personalization[08:25] Tips for marketers trying to change business lines and improve partnerships[10:00] Her biggest lessons learned[11:00] The best piece of advice she's ever gotten[12:25] Learn ALL aspects of marketing.[13:25] The love of teamwork Resources Mentioned: Bridget EspositoPrudential Financial Hosted on Acast. See acast.com/privacy for more information.

This episode is brought to us by Prudential, one of the most trusted financial services firms in the country. Prudential provides empowering advice and insights to help us all thrive in our financial lives and the brand is synonymous with strength and resilience. Whether you're saving for college, planning retirement, or working toward any other financial milestone, Prudential is here to help. Visit Farnoosh.TV/Prudential tor tips on how to set yourself up for financial success now and in the future. I am a non-client, paid promoter of Prudential Financial. To learn more about the material terms of my relationship with Prudential, please go to Farnoosh.TV/Prudential   This podcast is provided for educational purposes only. It is not intended to be, nor should be construed as investment, insurance, financial, tax or legal advice. Please consult with your own advisor for such advice. Today we are discussing money through the ages with Cynthia Decker, Prudential CFP. What are the different financial considerations for those in their 20s, 30s, 40s and beyond?  Whether you're a recent college grad wondering whether to invest in graduate school, in the middle of your career and wondering how to afford raising a family or approaching retirement and worried about having "enough" money to fully stop working, Cynthia and Farnoosh offer some guidance. More about Cynthia Decker: Prior to her work as a financial planner, she was a professional orchestral musician for over 20 years, as a Flutist with the Syracuse Symphony Orchestra and the Virginia Symphony. She enjoys working with clients of all ages and backrounds, helping them better understand their own individual financial situations, and guiding them to more secure futures. In her spare time she is an avid gardener and outdoors person. There is no better way to spend a day off than in the forest with her dog, Rudy, son and husband. Prudential Disclosure: Our financial advisors offer financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. A financial advisor or financial planner offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255. Learn more about your ad choices. Visit megaphone.fm/adchoices

In honor of Women's History's Month, I've partnered with Prudential, one of the most trusted financial services firms in the country, to provide empowering advice and insights to help us all thrive in our financial lives. The Prudential brand is synonymous with strength and resilience. Head to Farnoosh.TV/Prudential for our top tips on how to set yourself up for financial success now and in the future. Whether you're saving for college, planning retirement, or working toward any other financial milestone, Prudential is here to help you get there and beyond. Visit prudential.com to learn more. I am a non-client, paid promoter of Prudential Financial. To learn more about the material terms of my relationship with Prudential, please go to Farnoosh.TV/Prudential. This podcast is provided for educational purposes only. It is not intended to be, nor should be construed as investment, insurance, financial, tax or legal advice. Please consult with your own advisor for such advice. Today's Ask Farnoosh episode is about how to afford life's biggest (and exciting!) expenses. My special co-host, Prudential CFP Mary O'Malley, offers insights strategies you don't want to miss including: Should you buy a home right now? Pros and cons to leasing Saving up for a baby When does a HELOC make sense? Benefits to Supplemental Medical Insurance More about Mary: Her career life began as a Special Education teacher where she spent over a decade teaching underprivileged and special needs children. In 2011, Mary started a family but after spending a few years as a stay-at-home mom she made the decision to go back into the professional workforce by entering the financial services industry. Her passion for teaching in a traditional setting had subsided but her passion to educate others still remains strong to this day. Mary's interest in the financial industry was born out of her ability to overcome her own personal struggle with finances. Mary is not one to shy away from a challenge, and becoming a Certified Financial Planner has fulfilled her desire to educate others on how to take control of their personal finances. Mary O'Malley CFP® joined Prudential Advisors in November 2020 and is now working with an all-female producer group that is dedicated to helping individuals, families and small business secure what is important, and take intentional steps toward reaching future goals and lifelong financial stability. Prudential Disclosure: Our financial advisors offer financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. A financial advisor or financial planner offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255. Learn more about your ad choices. Visit megaphone.fm/adchoices

Michele C. Meyer-Shipp was announced as CEO of Dress for Success Worldwide, the leading global nonprofit employment resource for women, on January 12, 2022. Michele leads the organization's 144 affiliates in 23 countries as it continues its mission to help women achieve economic independence via a suite of services to include job readiness support, professional development resources, coaching and mentorship, and workplace attire. Michele joins Dress for Success from Major League Baseball, where she served as Chief People & Culture Officer. While at MLB, Michele led the human resources, diversity and inclusion, and office operations functions for the League Office with an emphasis on launching new programs and policies to recruit and develop talent, advancing diversity and inclusion efforts, and enhancing workplace culture. She also served as a senior advisor to the Commissioner as well as leaders across 30 major league baseball teams and multiple Minor League teams. Prior to MLB, Michele served as Chief Diversity & Inclusion Officer at KPMG LLP, where she led initiatives relating to talent recruitment, development, and retention; supported the efforts of leaders across KPMG's 85+ national offices; and managed a portfolio of external strategic partnerships. Previously, she served as Global Chief Diversity Officer for both Prudential Financial and the law firm Akin Gump Strauss Hauer & Feld LLP. Michele spent the first decade of her career practicing employment law in both the private and public sectors, where she advised clients on optimizing talent and implementing equitable workplace initiatives. Meyer-Shipp is a graduate of Rutgers University and Seton Hall University School of Law. Michele is a sought-after speaker and has served as a Yahoo! Finance News Contributor and been featured in top media outlets including the New York Times, USA Today, The Economist, Forbes, Fortune, Business Insider, CNN, The Wall Street Journal, Savoy Magazine, Black Enterprise, CORE Magazine, Working Mother Magazine, Diversity Woman Magazine, Quartz, Inc., and more. She is also the recipient of numerous awards, including The Network Journal's "25 Influential Black Women in Business" (2021), Core Magazine's “100 Most Influential Blacks Today” (2021), Black Enterprise's "Portraits of Power" (2020), and Business Insider's "38 Power Players of Consulting" (2020). She is a member of the Boards of the LPGA (Ladies Professional Golf Association) and the Fritz Pollard Alliance Foundation. linkedin.com/in/mmeyershipp @mmeyer_shipp --- Support this podcast: https://anchor.fm/toby-usnik/support

On this episode of the Scouting For Growth podcast, Sabine VdL talks to Federico Spagnoli, at the time President and Head of Emerging Markets Ecosystems for Prudential Financial LATAM, now Vice President of International Total Wellness Solutions. Federico is well known for his work launching Vitality in South America and providing health services to over 1.5 million South Americans, who can today download an App from their mobile device to get access to a multitude of health services.  During this podcast, Sabine and Federico evaluate 1) Federico's vision about enhancing people's physical, mental, and financial wellness, 2) where the world of health insurance is going regarding protection and prevention, 3) relevant strategic distribution approaches by augmenting the broker channel, and 3) tips for those interested in monetization models.   KEY TAKEAWAYS I joined Prudential 6 years ago doing an executive program with SAID within Oxford University focusing on disruption and innovation. Part of the theme of my paper was related to disruption in the insurance industry because we haven't seen this in the industry in many years. When I started focusing on the critical driver affecting our customers. I realized there were a lot of opportunities there for us to start thinking very differently about how we approach business today. These past six years have been the first time I've worked in the life insurance industry. I was asked why life and health insurance companies aren't doing more to prevent conditions and situations that eventually will become a claim, like high cholesterol, which – in some instances – include a pill that can reduce mortality rates by 50%. That led me to look at the aging population, which, along with global warming, is one of the biggest challenges we're facing as a society. We need to look at the ability to retire comfortably and the ability to afford rising healthcare costs. This made me think about a lot of new technologies and data capabilities that are coming to market that life insurers could use to start preventing, anticipating, and mitigating bad conditions. Mortality risk is not top of mind for customers because today, we live longer. The problem we face today concerns aging populations and how to reduce the risk of being unhealthy through behavior change. Physical, mental, and financial wellness is the ability to understand your emotions around money and develop healthy feelings and a personal literacy around money and wellness. Physical, mental, and financial wellness topics also encompass the tools and strategies that help you feel secure and in control of your personal life. The insurer can engage directly with the customer through the SuperApp, where behavioral economics and gamification allow for the insurer to influence the customer's behavior by providing annual physical checks and rewards through coins, integrated into a marketplace with choices for rewards, and continuously bringing fresh and exciting content to the viewer.   BEST MOMENTS ‘If you follow a customer-centric approach, you can't view customers with one lens. Not being able to afford healthcare services could result in mental health issues because one has anxieties, which also affect one's physical health -- all generated by limited financial means. We have to look at them all together and provide a single integrated solution.'‘We're now shifting from life insurance protection to lifetime protection.'‘New generations are thinking more about global warming, social impact, financial inclusion, and a more balanced lifestyle. In insurance, we are already connecting with these customer groups over a long period of time because of the nature of the insurance that we sell. We can start introducing several solutions as part of a platform that can address and be much more relevant to our customer's needs and behaviors and influence them.'‘Customers that are using the Prudential platform provide a Net Promoter score that is twice higher than those customers that don't use the platform. The highest level of satisfaction has a direct impact on renewal rates, and platinum customers show higher life expectancy and lower claims ratios.' ABOUT THE GUEST Federico Spagnoli is passionate about Ecosystem/Strategy and Innovation. General and Life Insurance professional with international experience. Expertise in re-underwriting insurance portfolios, strategic planning, M&A, and business development.  Over six years in Prudential Financial. PII Regional President of Argentina, Mexico, Chile, and Peru (through the JV with ILC/Habitat AFP). Direct responsibility for Prudential Seguros Argentina and Prudential Seguros México.  Responsible for managing the PII's relationship with AFP Habitat and acting as Europe - Latin America head of strategic business development. Member of the Board of Directors of Prudential Seguros Mexico and AFP Habitat About Prudential Financial:  Prudential Financial (NYSE:PRU) was founded on the belief that financial security should be within reach for everyone. For over 140 years, Prudential has helped our customers reach their potential and tackle life's challenges for now and future generations to come. Today, the group is one of the world's largest financial services institutions, offering individual and institutional clients a wide array of financial products and services. With operations in the United States, Asia, Europe, and Latin America, Prudential Financial is known for delivering on its promises to its customers and is recognized as a trusted brand and one of the world's most admired companies.  ABOUT THE HOST Sabine is a corporate strategist turned entrepreneur. She is the CEO and Managing Partner of Alchemy Crew, a venture lab that accelerates the curation, validation, and commercialization of new tech business models. Sabine is renowned within the insurance sector for building some of the most renowned tech startup accelerators around the world working with over 30 corporate insurers and accelerating over 100 startup ventures. Sabine is the co-editor of the bestseller The INSURTECH Book, a top 50 Women in Tech, a FinTech and InsurTech Influencer, an investor & multi-award winner.  Twitter: SabineVdL LinkedIn: Sabine VanderLinden Instagram: sabinevdLofficial Facebook: SabineVdLOfficial TikTok: sabinevdlofficial Email: podcast@sabinevdl.com Website: www.sabinevdl.comThis show was brought to you by Progressive Media