Podcasts about relationship manager

In this bonus episode of The Money Mentor Podcast, we sit down with Simone & Mark alongside their Relationship Manager, Richie, to explore their journey from financial overwhelm to clarity, confidence, and long-term wealth building. Before joining Infinity, Simone & Mark were a blended family with six children, multiple bank accounts, separate financial habits, and strategy. Mark loved spending without a budget, and although Simone already had gold and silver investments, they still didn't like they were moving toward true financial security or the generational wealth they dreamed of creating. After discovering Infinity through referrals and joining the program, everything shifted. What once felt confusing became simple. They learned the power of budgeting, started with an FFF of $550 per week, and over time worked it down to $200 per week, without losing fun or lifestyle. Simone & Mark's journey proves that when you combine education, structure, and support,financial freedom becomes not just possible — but inevitable.

In this episode of The Money Mentor Podcast, we sit down with Norman & Diana, to share a powerful transformation grounded in clarity, structure, and the confidence that comes from finally having a clear financial strategy. Before joining Infinity, Norman & Diana were doing their best, but felt stuck and scattered. They were juggling: $350k home loan, car loan of $10k, credit card debt of $3,327, two investment properties, but no guidance on whether to keep or sell, $130k in super, A belief that you should “always hold onto investments,” even when they weren't serving them and multiple accounts and no cohesive plan. They knew they wanted to get ahead — but weren't sure how. After discovering Infinity, everything changed. Their Relationship Manager guided them step-by-step through the strategy, helping them understand why each decision mattered. Since joining Infinity in September 2023, their transformation has been extraordinary. They paid their home loan down to $0, sold two older investment properties that no longer aligned with their goals, and purchased three new investment properties. On top of that, they now follow a structured FFF of $750 per week, giving them clarity, stability, and control over their finances.

In this episode of Changing Lives Financially, we sit down with Ashley & Theresa alongside their Relationship Manager, Amanda, to unpack their journey from financial stress and uncertainty to clarity, confidence, and rapid progress with Infinity. Before joining Infinity, Ashley & Theresa were earning the most they ever had, yet felt stuck and constantly stressed about bills. With a $575k home loan, an existing investment property, no savings, credit card debt, and no real budget, they felt like they were going nowhere despite working hard. After watching the free webinar and attending the Masterclass at the end of February 2025, they knew something had to change — and decided to take action. Since joining Infinity, their transformation has been powerful. They've eliminated credit card debt, sold their existing investment property, built a portfolio of three investment properties (including one in SMSF) valued at $2.43 million, reduced their FFF to $600 for a family of five, and built a strong SMSF cash position. Ashley also shares how the 60 Strong challenge became a personal turning point, both physically and mentally. Throughout the episode, Ashley & Theresa talk openly about what it's really like having a Relationship Manager, the importance of ongoing support and communication, and how the Infinity community, including charity involvement, has played a huge role in keeping them motivated and accountable. They also reflect on the values they want to pass on to their kids and the advice they'd give anyone considering starting their own Infinity journey.

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 upcoming challenges for financial institutions in 2026, as well as a banking and capital markets outlook for the new year.

It was announced this morning that the CEO of Netball New Zealand Jennie Wyllie had resigned from the role effective immediately. It has been a turbulent year for the organisation, from the troubles with a broadcast deal to the recent Dame Noeline Taurua coaching situation. Gary Dawson, the team relationship manager for the Waikato Magic, joined D'Arcy to share his thoughts. LISTEN ABOVESee omnystudio.com/listener for privacy information.

In this episode of The Money Mentor Podcast, Emily sits down with Florian & Ryan to unpack their journey from financial confusion and scattered investments to complete clarity, structure, and rapid growth with Infinity. Before joining Infinity, they were juggling a $240k home loan, three investment properties jointly owned with family, a $10k credit card debt, and a combined super balance of $433k, all with no structured budget and no clear roadmap for the future. Their financial picture was complicated, messy, and overwhelming, leaving them unsure of how to take control. Everything changed the moment they joined Infinity in March 2024. With guidance from their Relationship Manager, Emily, they implemented a strategy that simplified every part of their financial life. They paid off their entire home loan, sold one underperforming investment and began the sale process on another, and then went on to purchase five new investment properties in just 15 months, including two through their SMSF and three using equity. They also established their SMSF investment structure, placing $100k into a 12% return fund, and refined their weekly FFF to a sustainable $600.Their story is full of insight and encouragement for anyone feeling stuck or intimidated by the idea of taking control of their finances. They finish with genuine, heartfelt advice for anyone considering joining Infinity: trust the process, stay consistent, and be open to change because the results can be life changing.

In this episode of The Money Mentor Podcast, we sit down with Tracy & Steve to explore one of the fastest turnarounds we've ever seen at Infinity, proof that when you commit, trust the process, and take action, financial change can happen almost instantly. Tracy & Steve first discovered Infinity through research and recommendations, looking for real guidance after years of feeling stuck. Before joining, they were juggling: A home loan of $85k (including caravan, car & renovation debt), $30k credit card limit, $33k owing on a previous investment property loan, no budget and constantly dipping into redraw and offset accounts. Despite working hard, they weren't moving forward and they knew something had to change. After joining Infinity in May 2025, everything shifted quickly. Guided through the process and later attending REM, they made confident decisions and took back full control of their finances. Their transformation has been remarkable: Paid their home loan down to $0 — in just 3 months, closed old accounts and cancelled all credit cards, sold their caravan and one car, purchased 4 investment properties (including 1 in SMSF), started sweeping monthly and building strong habits and set a sustainable FFF budget of $500/week. Tracy & Steve's story is proof that when you stop guessing and start following a proven strategy, financial freedom comes faster than you think.

In this episode of The Money Mentor Podcast, we sit down with Alix & Luke and their Relationship Manager, Nick, to unpack one of the most dramatic financial turnarounds yet, a story of commitment, clarity, and complete transformation. Alix & Luke first discovered Infinity after watching the free webinar, which quickly led them to the Masterclass. What they heard made sense and for the first time, they realised that the strategy they had been using (Barefoot Investor style, paying weekly into multiple accounts) wasn't actually moving them forward. Before Infinity, they were: Carrying 3 mortgages, paying principal + interest on all, owing $530k total, following a strategy that looked “safe” but wasn't building wealth, putting weekly money into separate kids' accounts but not growing their own, and managing finances across multiple accounts without clear direction. After joining Infinity in July 2024, everything changed — fast. Within 8 months, they transformed their entire financial position: Paid out all 3 mortgages, $0 balance by Feb 2025, purchased 4 investment properties (2 in SMSF + 2 more through equity), discovered $100k sitting across forgotten accounts, got married AND took their entire family on their first overseas holiday, established an FFF of $695 weekly, withdrew $560k equity and used it strategically, paid off $40k of their new loan in only 4 months.Alix & Luke's story shows that when you stop guessing and follow a proven strategy, financial freedom can happen much faster than you think.

In this episode of The Money Mentor Podcast, Kat sits down with Nick & Laura to unpack their incredible transformation, from feeling financially stretched with multiple debts, high monthly repayments, and no clear strategy, to paying off their entire home loan and building a thriving investment portfolio.After discovering Infinity and joining the Masterclass, everything shifted. They learned exactly what was holding them back and how to structure their finances properly something they had never experienced before. Working closely with their Relationship Manager, Kat, gave them confidence, direction, and a level of support they say completely changed the way they viewed money.Nick & Laura's story is proof that with the right strategy, structure, and support, financial clarity and freedom is absolutely achievable.

In episode 314 of The Just Checking In Podcast we checked in with Loti Diangana-Nambombe. Loti works as Charity Lead for the Make Life Kind Foundation (MILK). He also works as Relationship Manager for MILK's education programme, MILK Unbottled. MILK Unbottled partner with youth clubs, football clubs, community hubs, and local organisations across the UK to deliver powerful youth workshops and talks that tackle real-world challenges. They address critical issues such as knife crime, misogyny, social media, anti-racism, body confidence and rising mental health concerns. Loti started working for MILK six years ago when the Foundation's owner Emma Walsh came across posts he was writing on LinkedIn about his mental health journey. In this episode we first discuss Loti's mental health journey, which began when he was born in Angola and then moved to Belgium as a baby where he lived until he was 10 years old. He then moved to the UK in 1998, specifically London where he lived in a variety of places in London, before moving permanently to Manchester in 2000 where he lived for the next 25 years. During childhood, his father was an authoritative figure and beat Loti regularly. These experiences and the lack of love he felt for and from his father traumatised him and in his words, was the catalyst for his mental health struggles. When he was 15, he visited his GP to disclose his mental health difficulties and at 17 was prescribed antidepressants for the first time. Growing up, people often said he had a personality disorder but he always laughed them off as jokes. As he became an adult, he began to use alcohol as a coping mechanism, and it soon became an addiction. He had become a father by this point, and had separated from the mother of his child, with his addiction causing massive damage to the relationships around him. In 2019 the addiction and his mental health difficulties spiralled and resulted in a breakdown. On 11th January of that year, he went to the gym one day like normal, but then proceeded to go to a place where he could take his own life. Thankfully, Loti did not go through with that plan and he is here today to check in with me. In March 2020, he was formally diagnosed with Borderline Personality Disorder (BPD) and from there, he began his mental health recovery. In this episode we chart that mental health journey, from Angola to the UK, fatherhood, addiction, BPD and everything in-between. We then discuss the brilliant work he does with MILK, the work they do with young people and the impact they have, becoming a role-model for young men and how he adapted to that, given his childhood with his own father. As always, #itsokaytovent You can follow Loti on social media below: LinkedIn: www.linkedin.com/in/loti-nambombe-830360108/ You can find out more about MILK Unbottled here: www.unbottled.co.uk/. You can follow MILK on social media below: Instagram: https://www.instagram.com/milk_education/ Support Us: Patreon: www.patreon.com/venthelpuk PayPal: paypal.me/freddiec1994?country.x=GB&locale.x=en_GB Merchandise: www.redbubble.com/people/VentUK/shop Music: @patawawa - Strange: www.youtube.com/watch?v=d70wfeJSEvk

In this bonus episode of The Money Mentor Podcast, we sit down with Amy & Rhett alongside their Relationship Manager, Chevonne, to uncover how structure, education, and accountability helped them turn high incomes with no direction into a clear, strategic wealth-building journey. Before joining Infinity, Amy & Rhett were earning well, but the numbers weren't reflecting that reality. Despite having strong incomes, they felt like they were spinning their wheels, working hard with nothing to show for it. After joining Infinity in September 2024, everything changed. With a plan, accountability, and guidance, they made bold, strategic decisions that turned pressure into progress.This episode dives into:- How learning to trust the process changed everything- Budgeting breakthroughs and finally getting spending under control- How the $600/week FFF made finances predictable, not stressful- The mindset shift from “surviving” to intentional wealth building- The impact of long-term strategy instead of short-term fixes- Their advice for anyone earning well but feeling stuck- Amy & Rhett's story is proof that sometimes the biggest wins start with clarity, not perfection. Once the structure was there, growth followed.

In this bonus episode of The Money Mentor Podcast, we sit down with Tracie & Brett alongside their Relationship Manager, Amanda, to uncover how education, structure, and accountability helped them move from scattered finances to purposeful wealth building.Before joining Infinity, Tracie & Brett were living and working on their farm with no home loan but without a clear strategy. They had 15 bank accounts, no proper budget, and although they had $420k in savings and $180k in SMSF, they weren't sure how to make their money grow or where to start investing. After watching the free webinar and joining the masterclass, everything began to shift. They learned how everyday decisions could shape their long-term future and instead of guessing, they finally had a roadmap. Since joining Infinity in April 2025, their progress has been incredible: Eliminated bad debt, purchased 3 investment properties, including a dual-occupancy, built a portfolio worth $2 million, now have $200k in accessible cash plus $50k in a 10% return fund, reduced their spending and dropped their FFF budget from $750 to $410 per week, all while enjoying life. Also both completed 60 Strong, with Tracie taking out female winner and Brett finishing as runner-up after losing 15.3kg (and Tracie 8.5kg)In this episode we talk about:What it's really like having a Relationship Manager in your corner- How they simplified accounts, spending, and budgeting- Their plans for a retirement home and future-proof wealth- Investment and money habits that made the biggest difference- How being part of the Infinity community accelerated their growth- Advice for anyone thinking about joining but hesitating

(00:00:00) President and CEO Mary Quinn talks about the 18th Annual Pursuit of Justice Purse Auction, featuring designer purses in a live and silent auction. Proceeds benefit the YWCA Legal Programs. (00:22:48) Nov. 19 is National Women's Entrepreneurship Day (Women's Entrepreneurship Day Organization) and November is National Entrepreneurship Month. Kait Gillis, founder of Nour is with Monica Gould, founder of Strategic Consulting Partners, and Brenna Anderson, Relationship Manager for Members 1st Federal Credit Union, the first line of defense for female founders or women entrepreneurs. Support WITF: https://www.witf.org/support/give-now/See omnystudio.com/listener for privacy information.

Before joining Infinity, Nathan & Leanne were comfortable but uncertain about their next steps. They had a $280K home loan, a $480K combined super balance, a $40K novated car lease, and no clear financial plan. Their budget was unstructured, and they weren't sure how to move forward or make their money work harder for them. After finding Infinity and joining the program, everything changed. With Infinity's guidance, they created a clear strategy, paid off their home and car loans completely, and built a portfolio of three investment properties (including one in their SMSF) worth over $4.18 million. They also sold off unnecessary assets like their jet ski and trailer, streamlined their finances and now live with total confidence in their plan. Today Nathan & Leanne feel empowered. They're building a legacy for their two kids and inspiring others to take control of their finances with purpose and discipline.This episode dives into:- What it's like to have a Relationship Manager by your side- How they learned to budget, save, and still enjoy life- Investing while managing a mortgage and how it's possible- Growing their investment portfolio and financial confidence- Their experience with the Infinity community and family- What's next — dream home goals, future investments, and well-earned holidays

In this bonus episode of The Money Mentor Podcast, we sit down with Wade & Lainie alongside their Relationship Manager, Sam, to explore how guidance, trust, and teamwork can completely transform financial lives. Before joining Infinity, Wade & Lainie felt stuck. With multiple accounts, credit cards, and no clear financial direction, they were spending more than they should and facing a $528k mortgage with 22 years to go. Money arguments were common, and despite working hard, they weren't making progress. After discovering Infinity on social media, they watched the free webinar and then joined a masterclass that completely changed their mindset—especially for Lainie, who admits she had been skeptical at first. Since then, their journey has been remarkable: Paid off $80k of their mortgage already, on track to own their home in 3 years instead of 20, built a portfolio of 3 investment properties (with more on the horizon), dropped their weekly budget, while finally feeling in control of spending, stopped money arguments and found financial alignment as a couple and discovered the power of community and accountability working with Sam. Most importantly, Wade & Lainie are now passing on these habits to their son Jack, showing that smart financial planning creates not only freedom for today but generational change for the future. This episode dives into: ● How skepticism turned into confidence through education ● Why separating accounts made budgeting simple ● The turning point that stopped money arguments for good ● Building wealth while still enjoying life ● What Wade & Lainie want to teach Jack about financial freedom

This season on Moneda Moves, we have been expanding how we talk about capital, because it's not just about money. It's also about power and access, across sectors. Today, we're talking about what it takes to gain access to one of the most traditional forms of capital: loans.According to the Latino Business Action Network, the odds of loan approval from national banks are 60% lower for Latino-owned businesses than for comparable white-owned businesses in 2024. And for Latina-owned businesses, the gap is even wider — with just 39% average approval rates from both national and local banks.That's why voices like Vanessa Sancha matter. She is an Assistant Vice President and Bilingual Business Access Advisor for the Chicago/Milwaukee region of U.S. Bank, providing support in both Spanish and English. In her role, Vanessa helps bridge critical gaps in information, connections, and capital, which otherwise can limit growth and opportunity for small business owners.A seasoned financial professional and community leader, Vanessa is driven by a mission to empower diverse business owners through access to capital and resources. Her financial services career spans over 16 years, including a notable tenure at PNC Bank, where she advanced through leadership roles in business banking and branch management.Vanessa also served as a Relationship Manager at local CDFI, Milwaukee Economic Development Corporation (MEDC), managing and underwriting a commercial portfolio. Her expertise lies in building strong client relationships and offering tailored guidance to help businesses thrive across diverse industries.Beyond her professional accomplishments, Vanessa is deeply committed to giving back. She serves on the board of the Wisconsin Veteran Business Alliance and the WWBIC loan committee. She has developed and led financial education programs for youth and adults through organizations like Journey House, WRTP, Milwaukee Christian Center and Running Rebels, inspiring participants to achieve their goals and contributing to more equitable economic outcomes in her community.She is committed to advancing opportunities for underserved communities and helping build a more inclusive economy where every entrepreneur can succeed. When she's not connecting with business leaders or volunteering, Vanessa enjoys spending time with her daughter, cheering her on at basketball and volleyball games.In this week's episode, we're talking about how banks can partner with local businesses and open the door to opportunities that have historically been closed to them. Financial capital, like loans, offers local businesses the chance to grow and create more financial stability for the community. With these programs, big banks are reaching out to entrepreneurs to offer guidance, help them navigate the financial challenges they're facing, and help them increase their chances of getting loans. Tune in to hear more about these programs and how local entrepreneurs can grow their businesses through financial capital.   Follow Vanessa on Instagram @_v.s.anabel_ and on her LinkedIn. Check out the US Bank's Access Commitment here! Follow Moneda Moves on Instagram: @MonedaMovesFollow your host Lyanne Alfaro on Instagram: @LyanneAlfaroMain podcast theme song from Premium Beat. Our music is from Epidemic Sound.Podcast production for this episode was provided by CCST, an Afro-Latina-owned boutique podcast production and copywriting studio.

In this episode, Chantelle from Infinity sits down with long-term clients Brooke and Brant, who share their six-year journey from living paycheck to paycheck to owning multiple properties, creating a self-managed super fund, and moving into their dream home on the water. With four kids and the chaos of family life, they reveal the budgeting strategies, meal prep hacks, and mindset shifts that helped them cut back on wasteful spending, teach their children financial responsibility, and build real wealth. Their story shows how sticking to a plan and trusting the process can create financial freedom that lasts generations.Watch the free webinar to start your Infinity journey today!!!! https://bit.ly/43V2jKN

In this special episode, Corey Hancock, Relationship Manager at Infinity, sits down with Georgia and Daniel to reflect on their incredible financial transformation. Just 15 months ago, they had no budget, inconsistent income, and were stuck in the trap of re-borrowing debt. Today, they've restructured their mortgage, doubled their income, downsized strategically, and are building wealth through property. Georgia and Daniel share candidly about the mindset shifts, mistakes, and small but powerful changes that turned their finances, and their future, around.

In this bonus episode of The Money Mentor Podcast, we sit down with Ben & Fifi to talk about their 10-year journey together and how Infinity helped them grow financially as a couple. Before joining Infinity, Ben and Fifi kept their accounts separate and weren't sure how to move forward. After watching an Infinity masterclass, they realised it was exactly what they were looking for. Since joining in 2020, they've learned how to budget, invest, and make their money work harder. Even when Ben was made redundant earlier this year, their plan kept them on track. They now hold 6 investment properties plus 1 in their self-managed super fund and enjoy a $7 million+ property portfolio with strong cash flow. We cover: ● How they went from “no budget” to complete financial clarity ● The mindset shift of trusting a process and seeing it work ● What they would have done differently ● How to stay confident and keep building after redundancy ● Their next big goals as a couple Ben & Fifi's story shows how the right strategy can turn uncertainty into lasting financial freedom. Watch the free webinar: https://bit.ly/43V2jKN

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

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

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.

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!

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!