Podcasts about relationship manager

Following a volatile reporting season, we're seeing one of the “unhappiest bull markets” in recent years. That's according to Matt Williams, Head of Australian Equities at Airlie Funds Management. He joins Amy Manns, Relationship Manager at Magellan Investment Partners in this episode to discuss how Australian Equities are faring and what's next for the market. The duo unpacks the forces behind heightened market volatility – and discuss key themes from the recent reporting season including the resilience of Aussie consumers, the recovery in small caps, soft results posted by banks and the risks of US housing exposure. Matt also explains recent standout results from stocks like Sigma-Chemist Warehouse and ResMed. He explores whether we can expect to see a revival of public markets; and reflects on the current market preference for growth stocks, sharing his evolving perspective on how to value them. Finally, Matt shares valuable lessons he's learned throughout his career. With the Australian economy remaining sluggish overall, he emphasises the importance of staying invested long-term, not becoming distracted by the noise and sticking to what you know.

Danny Salazar (Senior Vice President and Relationship Manager, Commercial Banking at Associated Bank) joins Steve Grzanich in the Associated Bank Thought Leader conversation to discuss the recent Fed rate cut and what it means for small businesses, as well as consumers and potentially the job market.

In this bonus episode of The Money Mentor Podcast, we sit down with Kellie & Tony from Sydney, along with their Relationship Manager Chantal, to talk about their journey to financial clarity with Infinity.Over 12 months, they built a solid structure for budgeting and spending, learning how to take the worry away about money and feel confident in their financial decisions. In their first REM they acquired 5 investment properties and now a portfolio worth $6.8 million.We cover:● How they structured their budget effectively● Tips for managing spending without stress● Taking the worry out of money●Strategies for building financial confidenceKellie & Tony's story is the perfect inspiration for anyone looking to get their finances in order, achieve investment success, and create lasting financial peace.

Discover the credit union trends that are driving success in today's credit unions. Join host Mark Ritter on Credit Union Conversations as he and Keith Koval explore credit union loan volume growth and business lending participation loans, shaping the industry. This episode explores the evolving landscape of credit unions, highlighting trends that are transforming member services and community impact. Learn how credit unions are thriving in Western Pennsylvania and beyond. Discover strategies to navigate delinquency rates and leverage business deposits to overcome a liquidity crunch. Stay ahead with insights on credit union advertising and community service, driving growth and success.WHAT YOU WILL LEARN IN THIS EPISODE:✅ How loan volume is rebounding with new and repeat borrowers.✅ The impact of credit union advertising on market visibility.✅ Why business lending remains a steady growth driver.✅ The rise of participation loans and improved liquidity.✅ How community service strengthens credit union appeal.Subscribe to Credit Union Conversations for the latest credit union trends and insights on loan volume and business lending! Connect with MBFS to boost your credit union's growth today.TIMESTAMPS: 00:00 Keith discusses the credit union advertising surge in Western Pennsylvania, boosting the loan volume uptick05:09 Participation loans up 102%, business loans are up 11% overcoming the recent liquidity crunch, reflecting a positive credit union trend10:14 Keith notes minor delinquency rates, not major foreclosures, aligning with credit union trends and business deposits up 8%12:17 Keith emphasizes a lower fee structure at credit unions compared to banks, a key advantage for attracting business deposits13:25 Mark discusses the rise of security fraud and phishing attacks targeting credit unions, urging vigilance within the credit union industryKEY TAKEAWAYS:

Episode Description:In this episode of The Money Mentor Podcast, Kat, Relationship Manager at Infinity, sits down with Jade and Dylan to reflect on their financial journey over the past 18 months.Once overwhelmed by multiple credit cards, car loans, and living paycheck-to-paycheck, Jade and Dylan share how money stress created arguments, embarrassment, and constant worry about bills. Even essentials like groceries and fuel often meant putting expenses on credit or selling items just to get by.But everything shifted when they decided to go all in with Infinity. With new structure, discipline, and accountability, they've transformed their finances — and their mindset. Today, bills are paid without stress, budgeting is second nature, and their focus is on building a better future for their daughter.You'll hear them discuss:The chaos of juggling loans, cards, and pay-to-pay livingThe turning point that made them commit to changeHow they shifted from embarrassment to pride in their financesWhy teamwork, discipline, and community support made all the differenceTheir advice for other families who feel stuck but want a way forwardTheir story proves that with the right system and support, financial peace isn't just possible — it's life-changing.

A businesswoman has taken her former relationship manager to court, alleging negligence in a financial transaction that went wrong. The defense, however, argues that this is simply a matter of ‘seller’s remorse.’ It’s a case that raises bigger questions: what duty of care do financial professionals actually owe their clients? Where does personal responsibility begin and end? And how might the courts decide where to draw the line? On The Big Story, Hongbin Jeong spoke with Adrian Wee, Managing Partner, Lighthouse Law LLC, to find out more.See omnystudio.com/listener for privacy information.

Join Isabela Sagan, Manager, ETF Business Development, TD Asset Management Inc. (TDAM), Chiara Carozzi, Relationship Manager, Advisor Distribution, TDAM and Trevor Cummings, Vice President, ETF Distribution, Central Canada, TDAM as they draw on their industry expertise to cut through the confusion and set the record straight on ETF investing – no fluff, all facts.Highlights include:1:10 Are ETFs always the cheapest option on the market?2:35 Can ETFs be traded at any time?5:30 Do ETFs pay dividends?7:20 Does a higher AUM (assets under management) = a better ETF?  For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

In this bonus episode of The Money Mentor Podcast, we sit down with Jess & Paul from Melbourne, business owners who found themselves with $680k in loan debt and $10k in credit card debt in just seven years, even though they considered themselves “good savers.” After joining Infinity, they completely turned things around. By strategically selling their Perth investment property, sticking to a strict budget, and staying disciplined, they became completely debt-free by April 2024. Today, Jess & Paul proudly own four investment properties through Infinity and are building their dream financial future. We cover: - The Infinity investment process as business owners - Their REM experience - Family budgeting with kids - Breaking free from credit card expenses Jess and Paul's story is the perfect inspiration for anyone who wants to achieve more in life but doesn't know where to start.

Thought Leader Drew Lear, Senior Vice President and Relationship Manager at Associated Bank, is with Steve Grzanich this week to discuss the upcoming jobs report and concerns that might come with it, as well as the rise in core inflation.

In this episode of The Money Mentor Podcast, we sit down with Lisa and Shane, a couple who once thought juggling 15 different bank accounts and a credit card was “budgeting.” They open up about the stress of trying to follow the Barefoot Investor, the trap of credit card debt, and the lack of accountability that kept them stuck.After joining Infinity, they completely turned things around — cutting out bad debt, simplifying their finances, and wiping $60,000 off their mortgage in just a few months. Along the way, they discovered the power of community, accountability, and leading by example for their kids.We cover:Why multiple accounts and spreadsheets weren't real budgetingHow they finally ditched their credit card for goodThe mindset shift of selling toys and living with less debtHow Infinity's accountability and community helped them stay on trackThe new financial habits they're passing on to their childrenIf you've ever felt like you're “doing okay” but not really moving forward, Lisa and Shane's story proves that the right plan, support, and mindset can change everything.

Are you looking to boost your credit union's loan portfolio? Want to stay ahead in the competitive world of financial services? In this episode of Credit Union Conversations, host Mark Ritter, CEO of MBFS, sits down with Todd Stauffer, our seasoned Relationship Manager in Western Pennsylvania, to share insights on succeeding in commercial banking. From navigating market trends to leveraging speed to market for a competitive edge, Todd reveals strategies to help credit unions thrive. Tune in to learn how to adapt to changing interest rates and build lasting client relationships!IN THIS EPISODE: (00:00) Intro: Meet Todd Stauffer(02:17) Advice for young professionals emphasizing hard work for growth in banking and financial services(06:11) Borrowers are adapting to higher interest rates, reflecting changes in credit union lending(06:55) Varying rate expectations across markets, important for competitive lending in credit unions(07:15) Investors accepting lower loan-to-value ratios, relevant to commercial real estate lending(09:16) Speed to market as a competitive edge for credit unions against big banks(13:17) Maintaining high pull-through rates in loan applications, critical for credit unions KEY TAKEAWAYS: Hard work and discipline are critical for achieving long-term success in financial services and commercial banking, requiring professionals to stay resilient, adapt to setbacks, and consistently execute well-thought-out plans to thrive in dynamic market trends.Credit unions secure a competitive edge through rapid speed to market and transparent communication, setting them apart from larger banks by offering tailored lending solutions and fostering trust in client relationships.Borrowers are demonstrating adaptability to higher interest rates and investors are accepting lower loan-to-value ratios, showcasing resilience in commercial real estate markets, which enables credit unions to support robust lending opportunities despite economic shifts.RESOURCE LINKS:Mark Ritter - WebsiteMark Ritter - LinkedInTodd Stauffer - LinkedInKEYWORDS: Credit Union, Financial Services, Todd Stauffer, Mark Ritter, MBFS, Commercial Banking, Loan Portfolio, Western Pennsylvania, Borrower Adaptation, Interest Rates, Real Estate, Speed To Market, Competitive Edge, Client Relationships, Market Trends, Career Guidance, Credit Union, changes in credit union lending

Gerard ‘Rolfsy' Rolfs has been in banking for around 40 years and third party for 24. In this time, he has witnessed immense change as the broker channel cemented itself as a core aspect of lending. The senior relationship manager at CBA is now approaching retirement. He joined this special episode of Broker Daily Uncut to discuss his time in the industry and what has helped drive success. From fax machines to AI, Rolfs has been at the forefront of the manual to digital revolution. The humble beginnings of third party would be unrecognisable to the modern broker. Despite this, the role of a relationship manager has remained, and genuine, consistent relationships are the backbone of success.

Danny Salazar (Senior Vice President and Relationship Manager, Commercial Banking at Associated Bank) joins Steve Grzanich in the Associated Bank Thought Leader conversation to talk about Fed rates and a weak jobs report raising the possibility of a September cut, as well as small business earnings rebound.

In this episode in our Industrious Conversations series, Partner Tamara Lutvey is joined by Mackenzie Small, Relationship Manager at the Australian Disability Network, to explore how organisations can better accommodate neurodivergent employees in workplace investigations. Drawing on Mackenzie’s extensive experience in disability inclusion and workplace strategy, they unpack why traditional investigation models often overlook the needs of neurodivergent participants and what simple, practical steps employers can take to change that. Tamara and Mackenzie discuss key issues like preparing participants for interviews, designing inclusive meeting environments and framing questions with clarity. The conversation also covers the importance of process flexibility and why offering adjustments should be standard practice for all participants. To listen to this and subscribe to future episodes, search for “Ashurst Legal Outlook” on Apple Podcasts, Spotify, or your favourite podcast player. To explore more from Ashurst’s podcast library, visit ashurst.com/podcasts. The information provided is not intended to be a comprehensive review of all developments in the law and practice, or to cover all aspects of those referred to. Listeners should take legal advice before applying it to specific issues or transactions.See omnystudio.com/listener for privacy information.

In this special bonus episode, Relationship Manager Fran sits down with her clients Bill and Sarah to share their incredible journey with Infinity. From juggling credit card debt and messy finances to becoming disciplined, focused, and future-driven, Bill and Sarah prove what's possible when you trust the process and stay accountable. With Fran's support, they've turned stress into strategy, built strong financial foundations, and are now planning a future filled with freedom and choice. This episode highlights the power of the client–relationship manager bond, showing that with the right guidance, you can rewrite your financial story. 

Send us a textDrew Kimball, Relationship Manager at SpotOn, joins Zack Oates to talk about what it really takes to build lasting relationships in hospitality. With over 15 years in B2B sales and a background in restaurants, Drew shares stories from his work with operators, his time as a game store owner, and how he helps brands improve guest experience, efficiency, and revenue.Zack and Drew discuss:Why relationship-building is Drew's business superpowerThe four “core” pillars every restaurant should focus onReal-world examples of improving table turn and guest feedbackHow to provide value through authentic, personal connectionWhat a board game store has to do with hospitalityThanks, Drew!Links:https://www.linkedin.com/in/drew-kimball-844a1912/https://www.linkedin.com/company/spoton/https://www.instagram.com/spoton/https://www.spoton.com/

With the economic realities of Hurricane Helene recovery coupled with the uncertain nature of the overall economy these days, many people have been asking, "How is business in Boone?"On this week's Mind Your Business, we answer that complex question from a variety of perspectives. We hear from Chris Burns, Senior Vice President, Relationship Manager for the Boone Branch of Mountain Community Bank. He shares a look at the business landscape from the seat of a local banker, while also highlighting some of the trends the industry monitors as they work with personal and commercial banking customers. To get the latest from local businesses themselves, we asked three of our members: How is the summer unfolding for your business and What have your interactions with customers been like this summer? We get those answers and perspectives from Talia Freeman (Beech Mountain Resort), Lucas Underwood (L&N Performance Automotive & Mystery Hill), and Megan Kevorkian (South End Brewing Company).Finally -- we address the rumor of the week in Boone -- YES, that was a double-decker AppalCART you saw the earlier this week. Find out when it's coming back!Mind Your Business is written and produced weekly by the Boone Area Chamber of Commerce. This podcast is made possible thanks to the sponsorship support of Appalachian Commercial Real Estate.Catch the show each Thursday morning at 9AM on WATA (1450AM & 96.5FM) in Boone.Support the show

This week on The Land Show our host, Jonathan Goode, speaks with: Commissioner of Agriculture and Industries, Rick Pate, joins us to discuss the Africanized honeybees recently found in Alabama. https://agi.alabama.gov/ Brian Jones, owner of Clanton Outdoors, shares what the fish are biting and the hot lures anglers have been using this summer. https://www.clantonoutdoors.com/ Matthew Brady, Relationship Manager with Alabama Ag Credit, joins us to discuss his new role in the Spanish Fort office. http://www.alabamaagcredit.com Cooper Holmes talk about some of his recent travels to Orrville, Alabama and places you could enjoy on a day-trip. https://farmandforestbrokers.com/j-cooper-holmes/  Thanks to our generous sponsors that make it possible to bring you The Land Show every week: Alabama Ag Credit, Alabama Farmers Federation, Farm & Forest Brokers, First South Farm Credit, The Land Report, LandThink, and LandFlip.   Subscribe to The Land Show, anywhere you get quality podcasts. If you like our content, please give us a positive review so others can find us as well. Please call or text our Farm & Forest Brokers office any time at 205-340-3946.

WordPress.com owner Automattic has added another communication-focused startup to its lineup: relationship-management app Clay. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this week's Talking Life, Etholle is joined by Annabel Yazdi, Matching and Relationship Manager at London Egg Bank, alongside Poppy Begum who shares her experience in the egg donation process. 

In this What's Next with Aki Anastasiou interview, Timothy Matlala discusses how Standard Bank is working with the public sector in South Africa. Matlala is the Head of Public Sector, Business, and Commercial Banking at Standard Bank and has worked in finance for over 15 years. He entered the industry as a Business Manager at Standard Bank South Africa and then briefly worked as a Relationship Manager at Nedbank before returning to Standard Bank. Matlala has remained at Standard Bank ever since, holding notable positions like Senior Manager, Head of Province Business Banking for Limpopo, Head of Business Development for the Public Sector, and Head of Enterprise Development. His stellar performance across these roles eventually resulted in his promotion to his current position in 2021. Matlala holds an MBA from the Henley Business School and a Postgraduate Diploma in Business Management, Business Administration, and Management from MANCOSA. In this What's Next interview, Matlala outlines why banks need to reconsider how they engage with the public sector. He then explains how Standard Bank supports municipalities without overstepping the divide between the public and private sectors. Matlala then reveals how Standard Bank's public sector offerings are unique, before unpacking the scope of his department - including how lending and liquidity management fit into the business model. He concludes the interview by discussing the biggest opportunities for public-private partnerships in South Africa.

Kerri Walsh, Marketing and Relationship Manager at RSPCA Tasmania, joins Kaz and Tubes to preview the final Million Paws Walk event taking place this Sunday.See omnystudio.com/listener for privacy information.

Danny Salazar (Senior Vice President and Relationship Manager, Commercial Banking at Associated Bank) joins Steve Grzanich in the Associated Bank Thought Leader conversation to discuss what to expect from upcoming jobs report, as well as how tariffs are affecting consumer spending and small businesses.

Join our expert trio:Chiara Carozzi, Relationship Manager, Advisor Distribution at TD Asset Management, who brings a hands-on perspective on client dynamics.  Vitali Mossounov, Managing Director and Head of Fundamental Equity Research at TDAM, who deciphers the macroeconomic currents influencing market swings.  Juliana Faircloth, Vice President & Director of Portfolio Research at TDAM, who unpacks the research and disciplined strategies underpinning resilient investing.Together, they unpack key topics like the delicate balance between fear and greed, the power of rigorous fundamental research, and how a disciplined investment process can transform market volatility into long-term opportunities. Whether you're a hands-on investor or simply intrigued by the evolving market landscape, this episode offers the insights you need to navigate uncertainty with confidence.00:01:29         Looking back at the events that shaped the markets 00:03:07         Market pendulum – swinging between fear and greed 00:08:25         Unravelling stock valuations through in-depth research 00:09:51         Rigorous investing approach vs. speculative seasonal trends 00:12:35         TDAM's investing philosophy: grounded in fundamental research   For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

Thought Leader Drew Lear, Senior Vice President and Relationship Manager at Associated Bank, is with Steve Grzanich this week and they start things off with how tariffs and the current state of the U.S. economy are challenging business owners, as well as discussing the potential impact to commercial business owners based on the proposed zoning changes in parts […]

The fourth and final episode that we recorded at Pay360, a conference and expo that brought the global payments conversation to London. Our guests were: 1/ Mike Elliff, Chief Revenue Officer and EMEA CEO, Chargebacks911 2/ Konstantin Vasilenko, Chief Business Development Officer and Co-Founder, Paybis 3/ David Bibby, Senior Manager, International Product Strategy, Discover Financial Services 4/ Robert Turner-Kerr, Relationship Manager, Digital Transactional Banking, iFast

On this episode of Farm Focus, Pennsylvania Farm Bureau sits down with Nationwide's Lacey Rowell, Relationship Manager for Nationwide's Land As Your Legacy® program, as she explains the program and some of its benefits. Nationwide specifically developed the Land As Your Legacy® program to help agribusiness owners develop a key framework to protect their family-owned business for generations to come. Their need for legacy planning services provides you with an opportunity to fill an important role in the farming and ranching communities you serve.

Leader 2 Leader Series:Join Chamber President and CEO, Susan Spears on a journey as she interviews some of the top community leaders in this series. Susan and her guests will share their insight and wisdom on making teams more effective, leveling up your communication skills, and building the courage to lead during difficult times. The Leader2Leader series is about making the most of it all —with insights, research, advice, practical tips, and expertise to help you become the leader you desire to be.Today's Guest: Paul Covill, Vice President Relationship Manager, Burke & Herbert Bank

Financial markets are perpetually in motion, influenced by a multitude of factors that pull investors in opposing directions – what we commonly refer to as bullish and bearish sentiments. Recently, the expectations of U.S. pro-business policies, the U.S. and Canadian monetary policy divergence shifts, and increased interest rate uncertainty have been influencing market movements. In such a volatile market environment, how do investors decide what may support their investment strategies?Join Chiara Carozzi, Relationship Manager, Advisor Distribution, TD Asset Management Inc. (TDAM), Trevor Cummings, CIMA, Vice President, ETF Distribution, Central Canada, TDAM, and Michael Formuziewich, CFA, Vice President, Retail Client Portfolio Management, TDAM, as they explore both sides of the evolving market trends, outlooks for financial markets, and strategies that may help investors advantageously position their portfolios.1:08 Is another bull run in the cards for the U.S. equity market? 6:08 DeepSeek explained: an evolution in the artificial intelligence space 9:39 Is interest rate uncertainty sparking real interest in real assets? 14:04 How should investors think about currency risk in their portfolios? 20:27 The Ozempic effect: Will the pharma trend continue?  For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/Email any questions or ideas for future episodes to: td.tdamtalks@td.comPlease follow "TD Asset Management" on LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/

Discover why timing, patience, and personalization are the true keys to email marketing success in financial services. In this episode, host Matt Seitz, Chief Marketing Officer at C2P, and guests, Angel Gonzalez, CMO and co-founder of Snappy Kraken, Kendal Wilde, Relationship Manager at Snappy Kraken, and Cary Chaitoff, VP of Marketing at C2P, share their collective expertise on creating effective email campaigns that drive engagement and conversions. Learn why focusing on metrics like open rates might be steering you wrong, and how shifting to a long-term nurture mindset could transform your prospect conversion rates. From practical segmentation strategies to proven tactics for growing your email list, this in-depth discussion provides a clear framework for customizing your email marketing strategy.Resources:Email Marketing Platform: Snappy KrakenMarketing Agency for Financial Advisors: The Agency at C2PStatistics:Optimistic and positive subject lines consistently achieve higher open ratesPersonalized, segmented campaigns show significantly higher engagement rates than generic broadcasts

Hollie Taylor welcomes Andrew Croft, Communications and Relationship Manager for Open Doors Canada, to Good Company for an important conversation about the persecuted church and how you can support Christians around the world.See omnystudio.com/listener for privacy information.

Danny Salazar (Senior Vice President and Relationship Manager, Commercial Banking at Associated Bank) joins Steve Grzanich in the Associated Bank Thought Leader conversation to discuss the first U.S. jobs report of the year it’s potential impact, recent IRS business policy changes, and what to expect from commercial banking and financial services markets in 2025.

On this episode of iGaming Daily, supported by Optimove, Fernando Noodt is joined by Ricardo Assis, Editor of SBC Noticias Brasil, and Isadora Marcante, SBC's Relationship Manager for Brazil, to delve into the latest from Brazil's newly launched sports betting and online gaming market.On the agenda are the regulatory challenges posed by the ongoing dispute between Rio De Janeiro's state regulator, Loterj, and the federal government, as well as the implications for the industry of the legal battle.The trio also discuss why industry stakeholders are concerned about the economic impact of the regulation decisions, why sponsorship deals for Brazilian sports teams are at risk due to these licensing issues and why marketing strategies for international operators must consider Brazil's evolving legal landscape.To read more about what was discussed in today's episode, click on the following links:- LOTERJ recorre de decisão de André Mendonça- https://sbcnoticias.com/br/andre-mendonca-restringe-atuacao-empresas-loterj/Host: Fernando NoodtGuests: Ricardo Assis & Isadora MarcanteProducer: James RossEditor: James RossRemember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service. 

In just a few hours time the regulated sports betting and online gaming market will officially open in Brazil.Ahead of this seismic moment, Fernando Noodt was joined on iGaming Daily, supported by Optimove, by Ricardo Assis, Editor of SBC Noticias Brasil, and SBC's Relationship Manager for Brazil, Isadora Marcante, to reflect on the significant developments in the Brazilian market during 2024.The trio reflect on the enactment of online gaming laws by President Lula da Silva, the industry's response to the new regulated market and regulatory challenges faced by legislators in the country. To conclude the episode, they also discuss the first edition of SBC Summit Brasil and controversies surrounding match-fixing in Brazilian football, as well as look ahead to what to expect in 2025.Host: Fernando NoodtGuests: Ricardo Assis & Isadora MarcanteProducer: Anaya McDonaldEditor: James RossRemember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service. 

Despite being just days away from the opening of Brazil's regulated market, the dispute between the Attorney General of Brazil (AGU) and Rio De Janeiro's State Lottery, Loterj, is still ongoing. On the latest episode of iGaming Daily, Fernando Noodt is joined by Ricardo Assis and Ana Maria Menezes from the SBC Noticias Brasil team, as well as Isadora Marcante, SBC's Relationship Manager for Brazil, to discuss what this means for Brazil's market and consider when it will finally be resolved.The conversation also touches on the implications of a Senate commission being under scrutiny for alleged extortion, insights from the recent SBC Digital Brasil day and the growing influence of esports on the betting markets.To read more about what was discussed in today's episode, click on the following links:- https://sbcnoticias.com/juego-online-brasil-fallo-favor-loterj/Host: Fernando NoodtGuests: Ricardo Assis, Ana Maria Menezes & Isadora MarcanteProducer: Anaya McDonaldEditor: James RossRemember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service. 

The OurKidsCode initiative is a nationwide programme aimed at bringing Science, Technology, Engineering, Arts, and Mathematics (STEAM) activities to families in rural Ireland. In partnership with Clare County Council, OurKidsCode is activating local Broadband Connection Points (BCPs) and community venues as educational hubs. To find out more, Alan Morrissey was joined by Refugee Matching and Relationship Manager in the Ukrainian Service Department, Anna Kramarenko, Our Kids Code Programme Manager, Louise Caldwell and Jackie Dermody of DigiClare. Photo (c): Clare FM

Fernando Noodt, Senior Journalist for SBC Noticias, is back at the helm for the latest episode of iGaming Daily, supported by Optimove. This time he is joined by Ricardo Assis, Editor of SBC Noticas Brasil, and Isadora Marcante, SBC's Relationship Manager for Brazil, to talk all the latest news from Brazil.Following President Lula's warning that he will shut the regulatory market down if it doesn't meet expectations, Senator Rodrigo Pacheco has reiterated the message that the sector will be pulled if it cannot set up a responsible environment.The trio discuss the implications of the message, what this means for operators in the country and also look at the recently published statement from the Brazilian Institute of Responsible Gaming (IBJR) addressing responsible gambling concerns. The IBJR has also released a responsible gambling manifesto and the show talks about the four pillars of the organisation's guidelines and how they will help promote responsible gaming.Later on in the episode, the show's attention turns to the pitch as Flamengo's Bruno Henrique and two Brazilian national team players are facing investigations for suspicious betting on the players receiving yellow cards. The trio talk about the implications of these allegations for sporting integrity and compare the allegations to other ongoing sports betting controversies in football.To read more about what was discussed in today's episode, click on the following links:- Femexfut investigates a possible case of betting fraud in the Expansion League - SBC Noticias- IBJR publica comunicado 'Para jogar, tem que ter regra'- Bruno Henrique é alvo de operação que investiga manipulaçãoHost: Fernando Noodt Guests: Ricardo Assis & Isadora MarcanteProducer: Anaya McDonaldEditor: James RossRemember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service.

It's all about Latin America for the latest episode of iGaming Daily, supported by Optimove. Fernando Noodt, Senior Journalist for SBC Noticias, is joined by Lucía Gando, Editor of SBC Noticias, and Isadora Marcante, SBC's Relationship Manager for Brazil, to look at the latest news coming from the region.The show starts in Brazil where the senate is set to vote on the return of legalised land-based casinos, a sector that has been banned since 1946. The trio discuss the potential financial impact of the change and why the online sector is supportive of the return of the land-based casinos.Staying in Brazil, they then move on to talk about the reaction to President Lula's comments by the industry. As covered previously on the show, Lula warned that he may end online betting and gaming in the country if the new regulations do not achieve the results expected by the government.Attention then turns to the “blooming” market in Ecuador where the government has again authorised advertising of the gambling and betting sector throughout the country via Executive Decree 421. Fernando, Lu and Isa discuss how this could help develop the gambling market in Ecuador.Finally, there is a shout out for the latest edition of the SBC Leaders Magazine which features interviews with industry executives in Brazil, Ecuador and elsewhere. To read more about what was discussed in today's episode, click on the following links:- https://issuu.com/sbc.global/docs/sbc_leaders_magazine_issue_33- https://sbcnoticias.com/playgreen-foco-latam-sbc-leaders-magazine/- https://sbcnoticias.com/br/cassinos-podem-gerar-mais-10-milhoes-empregos/- Ecuador enables gambling and betting advertisingHost: Fernando NoodtGuests: Lucía Gando & Isadora MarcanteProducer: Anaya McDonaldEditor: James RossRemember to check out Optimove at https://hubs.la/Q02gLC5L0 or go to Optimove.com/sbc to get your first month free when buying the industry's leading customer-loyalty service. 

Join Leana Ferguson, Payment Sales and Relationship Manager for Financial Institutions at J.P. Morgan, as she delves into the future of cross-border payments with Vijay Lulla, EMEA Head of Cross-Currency Payments at J.P. Morgan. This episode expands on the Payments Unbound series, available on jpmorgan.com, exploring the challenges and technological advancements shaping the landscape of cross-border transactions. From the complexities of real-time payments across 195 countries to the transformative potential of blockchain technology, Leana and Vijay discuss the current state and future prospects of global payments. Discover how innovations like tokenized commercial bank deposits, virtual accounts, and APIs are paving the way for a more efficient, secure, and transparent payment ecosystem.   Learn more about cross-border payments here: https://www.jpmorgan.com/payments/payments-unbound/volume-3/cross-border-payment-modernization   Sources: How many countries are there in the world? (2024) - Total & List | Worldometer (worldometers.info) https://www.volt.io/real-time-payments-world-map/ Cross-border payment modernization | J.P. Morgan (jpmorgan.com) Bridging ASEAN through regional payment connectivity | UOB Insights (uobgroup.com) PayNow Singapore (abs.org.sg) Project Nexus to transform global payments, going live in 2026 - The Asian Banker Project Nexus: enabling instant cross-border payments (bis.org) Terms and conditions of use (bis.org)   The views and opinions expressed herein are those of the author and do not necessarily reflect the views of J.P. Morgan, its affiliates, or its employees. The information set forth herein has been obtained or derived from sources believed to be reliable. Neither the author nor J.P. Morgan makes any representations or warranties as to the information's accuracy or completeness.  The information contained herein has been provided solely for informational purposes and does not constitute an offer, solicitation, advice or recommendation, to make any investment decisions or purchase any financial instruments, and may not be construed as such. © 2024 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank, N.A. Member FDIC. Deposits held in non-U.S. branches are not FDIC insured.  Non-deposit products are not FDIC insured. The statements herein are confidential and proprietary and not intended to be legally binding. Not all products and services are available in all geographical areas. Visit jpmorgan.com/paymentsdisclosure for further disclosures and disclaimers related to this content.  

Send us a textEnterprise University is described by Aaron Lang, Relationship Manager for Enterprise Bank and Trust.Support the showLearn more at www.agcmo.org Please share our podcast with anyone interested in the construction industry!

Danny Salazar (Senior Vice President and Relationship Manager, Commercial Banking at Associated Bank) joins Steve Grzanich in the Associated Bank Thought Leader conversation to focus on the state of the economy and the economic forecast, but they start things off by discussing interest rates in the United States, as well as where they are headed globally.

Scott welcomed Jay Rosencrance, RICP, WMCPin studio for a discussion on annuities and the history of Athene. Jay is the VP/Relationship Manager at Athene. Jay the VP/Relationship Manager for Athene covering accounts across the country. He has spent bulk of his 32 year career involved in retirement income planning. Prior to Athene, he worked at Genworth Financial as VP, Sports and Entertainment, where he worked on post career income planning for professional athletes. Before that, he was a Master Black Belt at GE Transportation Systems. He finds that wherever he has worked, he bring three key strengths to the table: strong interpersonal skills (team player), detail oriented with strong analytical and problem solving skills, and the ability to succeed through a strong work ethic. When not working, he loves to spend time with his wife of 32 years (Amy), and their 2 children (Sean - 25, and Erin - 22). He also enjoy running, and has completed 10 marathons.In the episode, you will learn the following:The Athene story – Innovative products, distribution channelsAthene's technological advancements, such as e-applications and index strategy presets, which streamline processes and benefit consumers.Planning strategies like partial Roth conversions, emphasizing tax benefits and the mechanics of recharacterizing traditional IRAs into Roth IRAs within Athene products.Athene Connect is a valuable resource for advisors, offering tools, webinars, and sales kits to enhance their practice and better serve clients.Connect with Scott on LinkedInConnect Jay with on LinkedInFor more on The Optimized Advisor Podcast click here  For more on Athene click hereFollow us on LinkedInFollow us on InstagramFollow us on Facebook  Disclosures:Guarantees provided by annuities are subject to the financial strength and claims paying ability of the issuing insurance company.Any information regarding taxation contained herein is based on our understanding of current tax law, which is subject to changeand differing interpretations. This information should not be relied on as tax, legal or financial advice and cannot be used by any taxpayer for the purposes of avoiding penalties under the Internal Revenue Code. We recommend that taxpayers consult with their tax or legal professionals for applicability to their personal circumstances. Under current tax law, the Internal Revenue Code already provides tax deferral to qualified money, so there is no additional tax benefit obtained by funding a qualified contract, such as an IRA, with an annuity; consider the other benefits provided by an annuity, such as lifetime income and a Death Benefit.Required Minimum Distribution as defined by Internal Revenue Code Section 401(a)(9). A diversified allocation does not ensure positive interest credits in any given year.  **This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@optimizedins.com Optimized Insurance Planning

In the derivatives space, the ability to innovate is non-negotiable. Learn what new paths are being forged in equities, ETFs and digital transformation. Moderator: Lule Demmissie, Chief Executive Officer US, eToro  Panelists: Geralyn Endo, Relationship Manager, Options Lead, MEMX Kevin "Lex" Luthringshausen, Senior Vice President, Chief Content Officer, Tradier Inc, Tradier Hub Laura Morrison, ETF/Investment Industry Advisor, Former Chief Revenue Officer, Direxion

Jeff Bellomo has a knack for finding talent outside normal avenues. And so it was when Amber Rivera waited on Jeff's table during lunch over ten years ago. Since then, Amber has been a key player at Bellomo & Associates. As client relationship manager, she exemplifies the very best of customer service ideals. She guides her clients and supports her teammates with competence, empathy, and professionalism. As a result, her relationships reflect her compassionate nature and the strong bonds she forms with others.   What You Need to Know  (00:00) Podcast introduction. (06:17) Amber believes that providing great customer service is imperative—and it has become a defining quality of the culture at Bellomo & Associates. As a result, many clients become like family, especially members of the Red Wagon Club. (11:28) Pro tip:  Science confirms that when you smile, you sound happier.  (11:56) After 17 years together, Amber and her man are now husband and wife. Jeff was honored to be asked to walk Amber down the aisle.  (16:10) It's important to Jeff that people feel he is approachable on any issue. This type of supportive, service-oriented leadership inspires Amber and others to go the extra mile. (22:13) If you're in the area and looking for an elder care and estate planning law firm, Amber encourages you to check out Bellomo & Associates. Clients benefit from and appreciate the creative ideas, customer care, and work ethic exhibited by the team.  (24:01) Amber has started assisting with the firm's life care planning function. She enjoys helping Bellomo's client care advocate, Meg Motter, coordinate services and assistance. Most of all, Amber is dedicated to helping family caregivers who often struggle with overwhelming demands.    About Bellomo & Associates Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/      

The 2023 banking crisis brought to light significant vulnerabilities within the financial system, exemplified by the collapse of Silicon Valley Bank (SVB) and other financial institutions. To understand the underlying causes and potential ramifications, Alli Morse, Principal & Relationship Manager, conducted an insightful interview with Corporate Credit analyst, Charlie Sheehan. Here are the key points discussed regarding the failures of these banks, the systemic risks exposed, and the future outlook for the banking sector:SVB's collapse and the loss of confidenceVelocity of money and technological advancementsRisk management oversightRegulatory reforms Future outlook for banking and investor considerations

Tonight we learn about the cruise industry with expert Jaqui Pressinger from SeaTrade, plus the BEEF is back and Chef Derik has some things to say!

Host Jonathan Hughes talks college savings investing with Cory Latham, Managing Director and 529 Relationship Manager at Fidelity Investments.

John-Mark Young understands that serving clients' financial and investment needs begins with building solid and lasting partnerships. He focuses on listening to each client because he believes everyone's needs and financial goals for the future are unique. As a Financial Advisor & Chief Investment Ocer for Whitaker-Myers Wealth Managers he puts his clients, and their needs, first. John-Mark is committed to helping you achieve your financial goals by oering a wide range of investment services and alternatives. Specializing in a planning-based approach to your money, he works with clients to design investment portfolios to meet their individual needs. Additionally, John-Mark is one of Dave Ramsey's Local Smartvestor Pros because, like Dave, his focus is on helping clients live their lives debt-free and financially independent. In 2019, Dave Ramsey invited John-Mark to join as a member of his Investing Advisory Council. Through this, John-Mark helps Dave and his team direct other advisors in serving Dave Ramsey Listeners. Before joining Whitaker-Myers Wealth Managers as a Financial Advisor, John-Mark worked at PNC Wealth Management and Private Client Group for seven years, where he served as a Relationship Manager for affluent families in Northeast Ohio. John-Mark graduated from Campbellsville University in 2007 with a bachelor's degree in Organizational Management. He additionally completed his MBA in Finance from Ashland University in 2012. To live out our belief in running Whitaker-Myers Wealth Managers as a fiduciary-based firm, John-Mark completed his AIF® (Accredited Investment Fiduciary) and RICP® (Retirement Income Certified Professional) designations in 2023. A firm believer in continuing education, John-Mark is working towards completing his Certified Financial Planner and Kingdom Advisor designations. John-Mark lives in Ontario, Ohio, with his wife Megan, Bella, Nash, and Landrie, their three children. Outside of work, John-Mark is a member of Westwood Alliance Church, where he has served as an Awana Youth Leader. He was also the assistant varsity girls' basketball coach at Mansfield Christian School for five years. He serves on the board of directors at The Christian Children's Home of Ohio, Inc and Buckeye State Credit Union.

Guest: Shea Kane and Jason Henke   Guest Bio: After transitioning from a career in teaching, Shea Kane worked with Borders Group as a Merchandising Director for nearly a decade. She joined the DIRECTPAY team as head of their Marketing Department and navigated the company through a rebranding in 2013. Shea has helped create a culture within the organization focused on an aligned mission: to not only provide business owners with seamless payment processing - but also free education and networking opportunities within their robust membership community. Her goal is to share how and why DIRECTPAY is the gold standard for credit card acceptance and teach members how to strategically use the tools and features of their account to ensure the growth and sustainability of their business. Jay Henke has been with DirectPay for 5 years as a Relationship Manager ensuring new members are set up with optimized rates and are ready to use all the features of their payment system. His knowledge and experience have seen business owners from start-up to 6 figures and beyond. Business owners value Jay's relationship-driven approach to accepting credit cards – including free advice and education, partnership opportunities and one-on-one, accessible support.   Guest Links: You've closed the sale – now it's time to get paid. The transaction should be seamless and hassle-free for you and your customers. Rest assured your money gets where it belongs with the payment processor who gets to know your business – DirectPay. You can accept credit cards anytime, anywhere with their professional system and receive personalized customer service. Their team specializes in putting your business on auto-pilot so you're making sales 24/7 with a simple, secure checkout experience.   A Complimentary Customer Journey Session     About Salesology®: Conversations with Sales Leaders Download your free gift, The Salesology® Vault. The vault is packed full of free gifts from sales leaders, sales experts, marketing gurus and revenue generation experts.  Download your free gift, 81 Tools to Grow Your Sales & Your Business Faster, More Easily & More Profitably. Save hours of work tracking down the right prospecting and sales resources and/or digital tools that every business owner and salesperson needs. Watch the demo of the Salesology® Prospecting Method, A Simple, 3-Step Method That, On Average, Increases Qualified Appointments & Sales By 73%. If you are a business owner or sales manager with an underperforming sales team, let's talk. Click here to schedule a time. Please, subscribe to Salesology®: Conversations with Sales Leaders so that you don't miss a single episode, and while you're at it, won't you take a moment to write a short review and rate our show? It would be greatly appreciated! To learn more about our previous guests, listen to past episodes, and get to know your host, go to https://podcast.gosalesology.com/ and connect on LinkedIn and follow us on Facebook and Twitter and check out our website at  http://www.gosalesology.com

Danny Salazar (Senior Vice President and Relationship Manager, Commercial Banking at Associated Bank) joins Steve Grzanich in the Associated Bank Thought Leader conversation to discuss the drop in small business optimism, as well as the bounce in small business hiring. Later, they weigh in on how businesses should be prioritizing cyber security concerns.