Podcasts about Prudential Financial

This week, Jack Sharry talks with Suzanne Schmitt, Managing Director at Next Chapter. Suzanne brings a wealth of knowledge from her extensive career at firms such as Fidelity Investments, New York Life Insurance, Prudential Financial, and Lincoln Financial. At Next Chapter, Suzanne reframed and realigned needs to outcomes that benefited advisors and three generations of clients and their families. Today, she leads the NextGen engagement and growth strategies.  Suzanne talks with Jack about the implications of aging and its impact on consumers, advisors, and the industry as a whole. She shares key findings from Next Chapter's advisor study, which highlights the industry's need to better prepare advisors to navigate complex family dynamics, health events, caregiving challenges, and solo aging. In this episode: (00:00) - Intro (01:49) - Suzanne's career background (04:04) - Next Chapter's advisor study  (05:44) - Key findings from Next Chapter's advisor study  (08:54) - How Next Chapter addresses the aging population issue (12:50) - Helping advisors connect with families during moments that matter (18:11) - Age and gender weighted revenue (21:57) - Highlights from the Next Chapter's white paper (24:28) - Suzanne's key takeaways (25:05) - Suzanne's interests outside of work Quotes "The industry is not adequately prepared to help advisors engage families on health and non-financial matters. The industry is also not adequately prepared to help advisors detect cognitive change in their clients." ~ Suzanne Schmitt "Knowing the percentage of the current revenue in your book held by women is incredibly important, and engaging them on issues of caregiving is an absolute home run." ~ Suzanne Schmitt "A lot of advisors don't start because they don't know where to start. Getting used to asking simply 'what has changed with your health since we last talked' is one of the best questions you can work into your repertoire." ~ Suzanne Schmitt Links  Suzanne Schmitt on LinkedIn NextChapter Steve Gresham Fidelity Investments New York Life Insurance Prudential Financial Lincoln Financial LPL Financial McKinsey Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Want a behind-the-scenes look at how real leaders make ethics practical on a day-to-day basis? In this conversation with Noreen Fierro at Principal Financial Group®, you'll hear how, as Chief Ethics and Compliance Officer, she builds trust by asking questions, owning mistakes, and keeping teams aligned to values, not just outcomes. You'll also get an insider's view of the rigorous Ethisphere “World's Most Ethical Companies” application—what it takes, why cross-functional collaboration matters, and how to sustain momentum over months. You'll come away with fresh, usable ideas: pausing unsustainable busywork, watching for stress signals, and turning misses into shared learning instead of blame. Plus, you'll discover a mentoring approach grounded in humility, self-awareness, and long-term relationships that helps people grow with confidence.  Noreen is Senior Vice President and Enterprise Chief Ethics and Compliance Officer at Principal Financial Group®. She joined Principal® in 2022. Her career spans 30 years in the financial services industry, both in-house in legal and compliance roles and as outside counsel. Prior to joining Principal in 2022, she was Chief Ethics & Compliance Officer at Guardian Life and before that held various senior-level positions at Prudential Financial. You'll hear Noreen's passion for strong leadership in our conversation, and she speaks often about it at industry events. You'll discover: How vulnerability (and “I don't know yet”) elevates leadership.A practical playbook for complex, months-long ethics initiatives. What to do after a miss: learn, don't blame. Ways to protect your team's capacity and values in real time.A mentoring style that blends humility, curiosity, and care.Check out all the episodesLeave a review on Apple PodcastsConnect with Meredith on LinkedInFollow Meredith on TwitterDownload the free ebook Listen Like a Pro

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with an experienced private markets and distribution executive who has been educating the wealth channel and distributing private markets investment solutions at some of the industry's largest investment platforms.We sat down in Prudential's Newark studio with PGIM's Global Head of Alternative Investments, Dominick Carlino. PGIM is the $1.4T global asset management business of Prudential Financial.At PGIM, Dominick is responsible for driving the continued development and distribution of alternative investments tailored to the firm's wealth channel investors globally.Dominick joined the firm in 2023, bringing over 20 years of experience in alternatives distribution. He was most recently MD, Head of Alternative Investments Distribution at Merrill Lynch.Dominick and I had a fascinating conversation about the intersections between insurance and asset management and the evolution of distribution. We covered:How the distribution of private markets investment solutions has evolved.The benefits of an integrated platform across insurance and asset management.Navigating the playing field of collaboration and competition between asset managers and insurance companies.The importance of education.How, why, and where evergreen funds will be adopted.Thanks Dominick for sharing your perspectives and wisdom on insurance and private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:18 Welcome to Alt Goes Mainstream01:55 Guest Introduction: Dominick Carlino03:34 Dom's Background and Career Journey03:55 Early Career and Transition to Alternatives05:03 Experience at Morgan Stanley and Merrill Lynch05:18 Evolution of Private Markets Distribution07:08 Wealth Channel and Private Markets09:08 Joining Prudential and PGIM10:25 Prudential's Capabilities and Strategy12:47 Asset Liability Matching in Private Markets14:22 Liquidity Risk and Private Markets16:16 Education and Evergreen Funds17:06 Credit Risk in Private Credit18:14 Vertical Integration and Acquisitions19:35 Partnerships and Strategic Growth20:22 Market Shakeout and Scale22:09 Product Set and Innovation23:24 Advisor and Client Needs24:45 Evergreen Funds and Market Trends26:13 Specialized Strategies in Private Markets26:41 Distribution and Education28:16 Skills for Effective Distribution30:54 Organizational Alpha and Trust31:56 Brand and Stability33:11 Partnerships and Long-term Solutions33:49 Insurance and Tax-Advantaged Strategies34:12 Asset Managers and Insurance Partnerships35:42 Private Markets in Retirement Plans36:17 Future of Private Markets36:41 Keys to Winning in Private Markets37:29 Prudential's Competitive Advantages37:48 Conclusion and Guest FarewellThe opinions expressed in this podcast are those of the author and do not reflect the views or opinions of PGIM, Inc. PGIM, Inc. is not responsible, endorses nor confirms its accuracy. All trademarks and other intellectual property used or displayed are the ownership of their respective owners. Unless noted otherwise in this podcast, PGIM, Inc. is not affiliated with, nor  endorses any mentioned company or any linked third-party content. PGIM and its affiliates may develop and publish research that is independent of, and different than, the recommendations contained herein. PGIM's personnel other than the author(s), such as sales, marketing and trading personnel, may provide oral or written market commentary or ideas to PGIM's clients or prospects or proprietary investment ideas that differ from the views expressed herein.Editing and post-production work for this episode was provided by The Podcast Consultant.

We will look into how advances in AI are creating a rift between workers and investors, even as major tech companies continue job cuts. Today's Stocks & Topics: The Progressive Corporation (PGR), Oil, Palantir Technologies Inc. (PLTR), Market Wrap, Prudential Financial, Inc. (PRU), MetLife, Inc. (MET), Lennox International Inc. AI, Jobs & Investors: Growing Divides in the Workplace, (LII), Deckers Outdoor Corporation (DECK), Wall Street Rally, VanEck Gold Miners ETF (GDX), Kinross Gold Corporation (KGC), Vanguard Total International Stock Index Fund ETF Shares (VXUS), The Fed.Our Sponsors:* Check out Anthropic: https://claude.ai/INVEST* Check out Gusto: https://gusto.com/investtalk* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

In this episode, we have the pleasure of speaking with David Blanchett and Daniel Gutman from Prudential Investment Management and Prudential Retirement Services, respectively. We discuss recent innovations within the insurance product space to provide an "insurance overlay" on top of investment managed programs, affording retirees deferred lifetime income with the flexibility in managing their existing investment programs. Our guests also share recent insights into post-retirement spending patterns based on a May 2025 research paper, "Retirees: Doing Better with Less," which can be found at https://www.davidmblanchett.com/research.

In this episode of The Ethics Experts, Nick welcomes Noreen Fierro.Noreen Fierro is Senior Vice President, Enterprise Chief Ethics and Compliance Officer, Principal Financial Group She joined Principal in 2022. Prior to joining Principal, Noreen has had a 30- year career in the financial services industry both in-house in legal and compliance roles and as outside counsel. Most recently, Noreen served as the Chief Ethics & Compliance Officer at Guardian Life (2016-2021). Prior to her time at Guardian, Noreen spent 10 years at Prudential Financial in various senior compliance/legal roles. She started her career in private legal practice doing defense and regulatory work for large broker-dealers and insurance companies.Connect with Noreen on LinkedIn: http://www.linkedin.com/in/noreen-fierro-09a5228

O episódio traz Erick Kluft, Diretor Executivo de Negócios na Prudential Financial e Membro do Conselho na Associação Brasileira de Companhias de Seguro Internacionais (ABCSI), em conversa com Janny Castro, Diretora de Financial Services da Forvis Mazars. Eles exploram a baixa penetração do seguro no Brasil, a importância da educação financeira, os impactos das mudanças climáticas, a regulação Orsa e as novas demandas do Open Insurance, mostrando como inovação e gestão de riscos fortalecem empresas e consumidoresParticipantes:Erick Kluft, Diretor Executivo de Negócios na Prudential Financial e Membro do Conselho na Associação Brasileira de Companhias de Seguro Internacionais (ABCSI)., Prudential.Host(s):Alexandre Abreu, Apresentador, Tracto.Janny Castro, Diretora de Financial Services, Forvis Mazars.

What happens when you're suddenly asked to lead the very people who used to be your peers?For Carolynn Smith, that moment came with her first big promotion. It taught her lessons about courage, discomfort, and how leadership often begins by stepping into the unknown.Today, Carolynn is Head of U.S. Service and Enterprise Process Excellence at Prudential Financial. She oversees large-scale transformation efforts and shapes how customer care is delivered at one of the country's leading financial services companies.In this conversation, guest host Karen Lellouche Tordjman sits down with Carolynn to talk about seeking discomfort, the role of AI in reimagining customer experience, and what it really takes to grow into leadership. Along the way, Carolynn reflects on raising a family while rising through the ranks, and why leaning into discomfort has been her best teacher.1:59 Core Values and a Promotion3:13 Business vs. Personal Relationships4:50 Surround Yourself With People Smarter Than You8:18 Seeking Discomfort 10:15 “Work-Life Blend”14:03 AI and Customer Experience17:45 Managing Customer ExpectationsLinks:Carolynn Smith on LinkedInSuchi Srinivasan on LinkedInKamila Rakhimova on LinkedInKaren Lellouche Tordjman on LinkedInAbout In Her Ellement: In Her Ellement highlights the women and allies leading the charge in digital, business, and technology innovation. Through engaging conversations, the podcast explores their journeys—celebrating successes and acknowledging the balance between work and family. Most importantly, it asks: when was the moment you realized you hadn't just arrived—you were truly in your element?About The Hosts:Kamila Rakhimova is a fintech leader whose journey took her from Tajikistan to the U.S., where she built a career on her own terms. Leveraging her English proficiency and international relations expertise, she discovered the power of microfinance and moved to the U.S., eventually leading Amazon's Alexa Fund to support underrepresented founders.Suchi Srinivasan is an expert in AI and digital transformation. Originally from India, her career includes roles at trailblazing organizations like Bell Labs and Microsoft. In 2011, she co-founded the Cleanweb Hackathon, a global initiative driving IT-powered climate solutions with over 10,000 members across 25+ countries. She also advises Women in Cloud, aiming to create $1B in economic opportunities for women entrepreneurs by 2030.Karen Lellouche Tordjman is a Managing Director & Senior Partner at BCG. She has spent over 2 decades in the firm supporting clients across Europe, the US and Latin America. She leads the Customer Experience topic globally for BCG, and is an expert in omnchannel & AI transformation.Subscribe to In Her Ellement on your podcast app of choice to hear meaningful conversations with women in digital, business, and technology.

The ‘AI in Business' podcast connects enterprise leaders with the best insights on how AI is driving measurable impact across regulated industries. In this episode, we highlight Prudential Financial's perspective on scaling AI in customer experience, an area facing both significant opportunity and unique regulatory challenges. By featuring Abhii Parakh, VP and Head of Customer Experience at Prudential Financial, this episode links directly into ongoing conversations with financial services leaders about digital transformation, customer trust, and the rise of agentic AI. Listeners will gain actionable context for how insurance companies can responsibly adopt AI, improve employee and customer outcomes, and prepare for a rapidly changing future of customer interaction. This episode is sponsored by Cognigy. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the ‘AI in Business' podcast! If you've enjoyed or benefited from some of the insights of this episode, consider leaving us a five-star review on Apple Podcasts, and let us know what you learned, found helpful, or liked most about this show!

Today, I'm joined by Matthew Veland, President of the Philippine American Chamber of Commerce of Metro DC and Dyanna Volek, proud Filipina American and native San Franciscan who during the day, works in government affairs and is a champion of the Filipino community. We discuss: Biggest challenges that Filipino business owners face Need to address mental health and business owners' relationship to money Entrepreneurial and mental health resources for business owners Ways we can support Filipino-owned businesses on both coasts ========================================= Matthew Veland is a highly respected financial planner with Prudential Financial in the Washington D.C. area, distinguished by his deep commitment to empowering Asian American, Native Hawaiian, and Pacific Islander (AANHPI) business owners and medical professionals. Beyond his professional expertise in financial planning, Matt is a leading advocate for the local Asian American business community, with a particular focus on the significant economic contributions of these enterprises. As the current President of the Philippine American Chamber of Commerce of Metro DC, Matthew spearheads an organization dedicated to uplifting and empowering over 200 entrepreneurs and business owners across the DMV region. Under his leadership, the Chamber actively promotes economic development, fosters networking opportunities, and amplifies the voices of Filipino American businesses. Further demonstrating his dedication to community development, Matthew is also a co-founder and Treasurer of FilExcellence, a non-profit committed to fostering personal empowerment and professional development within the Filipino diaspora. https://www.linkedin.com/in/mgveland/ IG: mgveland Dyanna Volek is a proud Filipina American and native San Franciscan who blends civic service with cultural passion. By day, she navigates government affairs with over a decade of experience in public affairs—but her heart beats for community, culture, and connection. Outside the office, Dyanna is a champion of holistic wellness and vibrant living, spotlighting the local businesses that are the lifeblood of cities. https://www.linkedin.com/in/dyannavolek/ IG: dyannaluna ================================================= For more mental health and entertainment content,   Follow us: https://www.instagram.com/color_of_success/ https://www.facebook.com/colorofsuccess https://www.tiktok.com/@colorofsuccesspodcast Subscribe to our YT channel: https://www.youtube.com/channel/UCiaS5_HScsbFOJE5lYrEsxw To purchase Dr. Wong's book: https://www.amazon.com/Cancel-Filter-Realities-Psychologist-Podcaster/dp/1960299239/ref=tmm_pap_swatch_0?_encoding=UTF8&dib_tag=se&dib=eyJ2IjoiMSJ9.ESHqItd-7JIevntWhPXNHw.D6QfeRDu2mzbsQQ9vUM-uSzxKxxYNNsNxjw2DOzSrfI&qid=1705532812&sr=8-1

Ep. 238 Field hockey taught Linda to pause and ask "Why do you love the game?" That question has helped her transform both sports teams and billion-dollar organizations. Linda's team manages $111 billion in assets and are part of the 1.4 trillion dollar investment arm of Prudential Financial. She began her career as a lawyer, but her love for math and problem-solving helped her rise to the top in the finance world. Don't miss: Why EQ is leadership's real X-Factor in the age of AI How eye rolls and emails reveal your culture The "color-dot" system Linda uses for decoding personalities Our BONUS RESOURCE for this episode includes Don's favorite quotes from today's episode and a reflection question so you can apply today's insights.  Do you want to write a book? In my new role as Publisher at Forbes Books and with the incredible resources and expertise of their team, we're making it easier than ever to help YOU to tell your story. Send us a message here to get started: https://books.forbes.com/don/  Looking for a speaker for your next event? From more than 30 years of interviewing and studying the greatest winners of all time Don offers these live and virtual presentations built to inspire your team towards personal and professional greatness.  Special thanks to Joey Morris and Lilly Mae Stewart for making this episode possible.

McDonald's, Ingram Micro, Prudential Financial, Nippon Steel and so much more is why we can't have nice things this past week!

Cloud costs are spiraling for many organizations. In this On Cloud podcast Pooja Kumar, VP Cloud Strategy & Transformation at Prudential Financial and Tim Potter, Principal, US Engineering Leader for Insurance, Investment Management, and Real Estate at Deloitte, discuss how to rein them in with FinOps-driven cost control, AI-powered automation, and culture change.

Due to the US holiday, 4th of July, I am re-publishing one of our greatest hits and most popular episodes. The “Best of 2024” episode features sixteen don't miss moments from HR executives and thought leaders who…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 DEI Shaun 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 leadersHR Leader's Blueprint - 18 pages of real-world advice from 100+ HR thought leaders. Simple, actionable, and proven strategies to advance your career.Succession Planning Playbook: In this focused 1-page resource, I cut through the noise to give you the vital elements that define what “great” succession planning looks like.

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. You can also find it on my Work in Progress YouTube channel. 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

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.

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

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

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).

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/

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