Podcasts about relationship manager

Thanks to our Partners, NAPA Auto Care and NAPA TRACS Watch Full Video Episode What happens when a customer needs a $2,000 repair but doesn't have the cash available today? That moment can determine whether the vehicle gets repaired, the customer delays a critical service, or they take their business somewhere else. For automotive shops, offering flexible payment options can be more than a convenience. It can be a powerful tool for helping customers say yes to the work their vehicles need. Kwane Stokes, Assistant Vice President and Relationship Manager in the automotive division at Synchrony, explains how the program can help shops remove financial barriers, increase repair opportunities, and create another reason for customers to return. Kwane also addresses why many shops still aren't offering financing and how the biggest obstacle may simply be the assumptions advisors make about a customer's ability or willingness to pay. What You'll Learn Why financing should be presented as a payment option, not something an advisor decides a customer needs.How the program's average first and repeat purchase amounts demonstrate the potential impact on average repair order (ARO).Why assuming a customer can't qualify for credit can cause shops to lose needed repair work.How monthly promotional offers can give shops another reason to communicate with their customers.How advisor incentives and simple training can encourage more consistent presentation of financing.What the upcoming "waterfall" financing model could mean for customers who aren't approved through the primary credit program. The biggest opportunity may not be finding more customers. It may be giving the customers already sitting at your counter more ways to say yes. The key is removing the assumption that you know what a customer can or cannot afford. Present the options, explain them clearly, and let the customer decide what works for their financial situation. For a shop, financing isn't simply about collecting payment. It's another tool for helping customers get the repairs they need while protecting the relationship and keeping the work in your shop. Kwane Stokes, AVP, Relationship Manager, Auto Network, Synchrony Learn more about the benefits of being part of the NAPA family by visiting https://www.napaonline.com/en/auto-care NAPA TRACS will move your shop into the SMS fast lane with on-site training and six days a week of support: http://napatracs.com/ Connect with the Podcast: Download Our Mobile App:https://automotiverepairpodcastnetwork.com/app/Website:https://remarkableresults.biz/YouTube:https://www.youtube.com/carmcapriottoFacebook:https://www.facebook.com/RemarkableResultsRadioPodcast/LinkedIn:https://www.linkedin.com/in/carmcapriotto/Instagram:https://www.instagram.com/remarkableresultsradiopodcast/Join Our Virtual Toastmasters Club:https://remarkableresults.biz/toastmastersJoin Our Private Facebook Community:https://www.facebook.com/groups/1734687266778976Join our Insider List:https://remarkableresults.biz/insiderBooks Page:https://remarkableresults.biz/booksOur Classroom Page:https://remarkableresults.biz/classroomEpisode Collections:https://remarkableresults.biz/collectionsBuy Me a Coffee:https://www.buymeacoffee.com/carm The Automotive Repair Podcast Network: https://automotiverepairpodcastnetwork.com/ Remarkable Results Radio Podcastwith Carm Capriotto:https://remarkableresults.biz/Automotive Field TheorywithMatt Fanslow:https://mattfanslow.captivate.fm/Business by the NumberswithHunt Demarest: https://huntdemarest.captivate.fm/The Auto Repair Marketing Podcastwith Brian and Kim Walker: https://autorepairmarketing.captivate.fm/The Weekly Blitzwith Chris Cotton: https://chriscotton.captivate.fm/Speak Up! Effective Communicationwith Craig O'Neill: https://craigoneill.captivate.fm

This episode is brought to you by Leod Escapes. *  *  *  *  * Have you ever wanted to ride a real MotoGP track? Well, here's your chance! Leod Escapes does all sorts of incredible touring experiences with the very best that Europe has to offer. Fabulous accommodation, incredible food, and motorcycles what more can you ask for! So for the trip of a lifetime, visit LeodEscapes.com and check out your dream vacation. *  *  *  *  * The 2026 Aprilia Tuono V4 Factory 1100 remains one of the purest expressions of excess in motorcycling, standing proudly as an example of two-wheeled wish fulfillment done right. There are no gimmicks, pangs of guilt, or disappointment in the Tuono V4 Factory; it is simply a damn good bike. Nic de Sena tells us all about why you need this exceptional motorcycle in your garage. *  *  *  *  * This year, ARCH Motorcycle shocked the MotoAmerica Mission Super Hooligan series by capturing their first historic race win. To explore the massive behind-the-scenes effort that fueled this success, we sit down with Executive Producers John Stevens and Chance Wright, of the new six-part docuseries, Hooligans: The ARCH Racing Project with Keanu Reeves & Gard Hollinger. In this segment, they give us an inside look at the show, which follows ARCH as they transition from building custom bikes to entering the high-stakes world of professional racing. Joining us alongside is Brad Knight from technical partner BDO. BDO USA serves as the official race tech and consulting advisor for ARCH Racing. Their technology partnership centers around a bespoke, AI-powered race intelligence platform designed to drastically optimize the team's track performance. The AI side of this project focuses on taking raw race and telemetry data and transforming it into immediate, actionable insights for the crew. It's a fascinating insight into the new technology that helps make them faster on track. *  *  *  *  * Our guest this episode is Paul Puma, President of the United States Motorcycle Coaching Association (USMCA) and a Relationship Manager for Wells Fargo Motorsports Division. He leads the organization in connecting riders with certified coaches to promote nationwide safety, skill development, and sport growth. *  *  *  *  * Here's quick reminder to check out our monthly digital magazine. It's filled with everything you want to read on motorcycling, including some things you've probably not seen elsewhere. It's absolutely free and you will find it on the Apple App Store and of course on Google Play as well. Don't forget to leave us your comments on our social media—we're on all the usual platforms at Ultimate Motorcycling. We love hearing your feedback… so good or bad, please let us know what you think. If there's something you'd like us to cover, we'd love to hear those ideas too!   @ultimatemotorcycling  @UltimateMotoMag  @UltimateMotorcycling  producer@ultimatemotorcycling.com  

Historic buildings can become a powerful part of a community's future.In this episode of ChangeMakers with Katie Goar, Katie sits down with Marie Cervay Hickle, Vice President at PNC, to explain how historic tax credits and new markets tax credits help bring aging buildings back to life.Marie has more than 15 years of experience in community development finance. She has helped originate and close more than $450 million in tax credit equity across the country.The conversation explores how developers can turn vacant mills, overlooked landmarks, former schools, and other underused properties into housing and community spaces. Marie breaks down how historic tax credits work, why experienced financing partners matter, and how new markets tax credits can support projects that bring healthcare, education, jobs, and social services into low-income communities.Katie and Marie also discuss the renovation of Cleveland's West Side Market and a 125-year-old South Carolina denim mill that became a 205-unit apartment community with lofts, a fitness center, coworking space, and modern amenities.You'll learn:• How historic tax credits help fill gaps in a development capital stack• Which buildings can qualify for historic tax credits• How new markets tax credits support community development• Why adaptive reuse can strengthen neighborhoods• How banks evaluate community development projects• Why redevelopment can create challenges around gentrification• How developers can begin the tax credit processLearn more about Katie Goar and Quadel at quadel.com.Chapters00:00 How historic buildings can shape the future of communities01:14 Meet Marie Cervay Hickle of PNC01:44 Marie's path from engineering to community development finance03:52 The Cleveland hotel renovation that shaped Marie's career05:00 Why new markets tax credits matter for low-income communities06:31 Historic tax credits explained09:53 Do historic tax credits make renovations more attractive?12:40 Restoring Cleveland's West Side Market15:31 How developers can begin the historic tax credit process19:54 New markets tax credits explained22:30 Which projects can qualify for new markets tax credits?24:29 How PNC evaluates community development investments27:05 Can redevelopment transform an entire neighborhood?28:38 The difficult balance between revitalization and gentrification30:55 PNC's priority markets for community investment32:15 How a 125-year-old denim mill became 205 apartments34:15 Final thoughts

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 how AI is transforming talent management through recruiting and employee retention, and how today's business leaders are rethinking succession and exit planning to prepare for the future.

Leadership doesn't start with a title. It starts with how you show up. In this episode of Chats You Didn't Know You Needed, we explore what leadership really looks like early in your career, long before you have "manager" in your job description. We're joined by Vladislava Bedrataja, Head of Equity Services at SEB, and Peder Zethelius, Service and Relationship Manager at BNP Paribas Securities Services. Together, they reflect on what it takes to lead when teams are distributed, stakes are high, and everything feels urgent. Expect thoughtful insights on: Building trust without formal authority Leading across cultures and locations Why calm leadership matters in moments of crisis How everyday habits quietly shape team culture Defining success beyond KPIs and quick wins Whether you're starting out, leading your first project, or simply trying to understand how leadership really works, this episode is a reminder that the most important lessons often come from the chats you didn't know you needed.

SummaryIn this special episode of the Startup Junkies podcast sponsored by Bank of America, hosts Daniel Koonce and Caleb Talley are joined by James Norman, Relationship Manager at Bank of America, to explore the evolving needs and challenges of today's entrepreneurs.The conversation opens with James sharing his personal journey—moving from a small community bank to a pivotal role at Bank of America, where he leverages the bank's robust resources and global reach to empower local business owners. Emphasizing the importance of strong banker-client relationships, James describes how Bank of America supports businesses from startup through fifty million dollars in annual revenue, offering a holistic suite of services covering capital access, risk management, and digital tools.A key highlight was Bank of America's focus on helping founders navigate current economic pressures like inflation and supply chain issues. James stressed the necessity of proactive communication with bankers and utilizing tools like the Cash Pro and BA360 platforms for real-time financial visibility. The episode also touches on the adoption of digital solutions and AI by businesses seeking efficiency, and the critical role of community engagement in expanding customer bases and brand visibility.The discussion closes with insights on succession planning, a step often overlooked by entrepreneurs. James advises starting these conversations years before an exit to maximize business value and ensure continuity. Listen to the full episode for actionable advice at every stage of your entrepreneurial journey!Show Notes(00:00) Introduction(05:46) How Bank of America Supports Business Clients(09:30) Supporting Startups Through Challenges(11:00) Navigating Supply Chain Issues(15:26) Adopting Digital Tools in Business(19:17) Bank of America's Small Business Support(23:47) The Importance of Succession Planning(28:34) Closing ThoughtsLinksDaniel KoonceCaleb TalleyStartup JunkieStartup Junkie YouTubeJames NormanBank of America

To join Across the Divide's book club, become part of our Patreon community at https://www.patreon.com/c/AcrosstheDivide In this conversation, Jen Maidrand sits down with Mercy Aiken, a storyteller and advocate whose work serves as a vital bridge between the West and the Holy Land. Mercy shares the deeply moving journey of co-authoring Yet in the Dark Streets Shining : A Palestinian Story of Hope and Resilience in Bethlehem with Bishara Awad, the founder of Bethlehem Bible College.Through the lens of Bishara's life—marked by displacement, faith, and an unwavering commitment to education—Mercy discusses the unique challenges faced by Palestinian Christians and the profound impact of the Bible College on the local community. We explore the weight of telling such a significant story, the shifts in perspective since October 7th, and Mercy's enduring hope for a future rooted in empathy rather than fear.Mercy Aiken is a cross-cultural advocate, storyteller, and peacebuilder dedicated to fostering empathy and understanding in the Middle East. With years of experience living and working in Palestine and Israel, she serves as a bridge-builder between Eastern Christians, Muslims, and Jews. Mercy is the co-author of Yet in the Dark Streets Shining, the memoir of Bishara Awad, which chronicles the little-known history of Palestinian Christians through the resilience of one family.Beyond her writing, Mercy is a seasoned pilgrimage leader, organizing transformative journeys to the Holy Land designed to move participants toward a more embodied and curious faith. Her professional background includes serving as the Relationship Manager for the Network of Evangelicals for the Middle East (NEME) and her current work with Peace Catalyst International. Through these roles, she engages global communities to address the challenges of the Holy Land, encouraging a new generation of Jesus-following peacebuilders to lead with grace and truth. Follow Mercy's substack for more: https://mercyaiken.substack.com/Buy Yet in the Dark Streets Shining: https://www.amazon.com/Yet-Dark-Streets-Shining-Palestinian/dp/1737945908Support our work at Across the Divide: https://www.patreon.com/AcrosstheDivide Follow Across the Divide for more on ⁠Instagram⁠ ⁠⁠⁠‪@AcrosstheDividePodcast‬⁠⁠⁠Across the Divide partners with Peace Catalyst International to amplify the pursuit of peace and explore the vital intersection of Christian faith and social justice in Palestine-Israel.#israel #palestine #gaza #judaism #history #christianity #bible #faith

Danny Salazar (Senior Vice President and Relationship Manager, Commercial Banking at Associated Bank) joins Steve Grzanich in the Associated Bank Thought Leader conversation to break down the Supreme Court's decision against tariffs, what it means for businesses navigating today's economy, and why fewer incentives are prompting workers to stay put rather than switch jobs.

Have questions about self-directed IRAs or alternative investing?In this live, open forum webinar, we answer some of the most common questions people have when starting their self-directing journey, with clear, practical answers. Our Senior Account Executive and Relationship Manager, Daniel Tercey, will cover topics such as:• Common self-directed IRA questions from investors• Investing in real estate, private funds, startups, precious metals, crypto, and other alternative assets• IRA rules, prohibited transactions, and compliance pitfalls to avoid• UBIT, UDFI, and when tax filings may apply• Custodial processes, account administration, and best practices• Recent trends and questions we're seeing from investorsVisit our links Daniel discusses at the end of the webinar:Linktree: https://linktr.ee/SelfDirectedIRABook a call: https://directedira.com/appointment/Directed IRA Homepage: https://directedira.com/ Directed IRA Explore (Linktree): https://linktr.ee/SelfDirectedIRA Book a Call: https://directedira.com/appointment/ Other:Mat Sorensen: https://matsorensen.com & https://linktr.ee/MatSorensen KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

In this episode, C-Sweet Co-CEOs Dianne Gubin and Beth Hilbing sit down with Lisa Lobue, Senior Vice President and Relationship Manager at GBank, to explore what it truly takes to build enduring executive partnerships in financial services. Lisa shares her perspective on relationship-driven leadership, navigating complex client needs, and creating value that goes far beyond transactions. Join the community!www.CSweet.org

In this episode, we sit down with Laura & Caleb to unpack their powerful journey from starting over after divorce to building a structured financial future with Infinity. They share how they discovered Infinity, what their expectations were after completing the Masterclass, and how their first REM became a turning point that gave them real clarity and confidence. With an FFF of $380, they learned how to simplify their spending, restructure groceries and everyday costs, and finally feel in control rather than overwhelmed. Laura & Caleb also open up about their initial thoughts before joining Infinity, what surprised them the most once inside the program, and how working closely with their Relationship Manager transformed their communication, motivation, and overall progress.

Red Flag Scenarios: The "Useless" DynamicThese are the behaviors that signal a man is being used as emotional labor rather than being seen as a romantic partner. * The 2:00 AM Emotional Dump: She calls you to cry about her problems or her "toxic" ex for hours, but she's "too busy" to grab a 30-minute coffee with you during the day. * The "Pseudo-Date" Specialist: She lets you take her to nice dinners and events—and even acts flirtatious—but the moment you try to escalate or define the relationship, she hits you with the "I just value our friendship too much to ruin it" line. * The Gatekeeper of Your Dating Life: She gets jealous or critical when you start dating other women, yet refuses to commit to you herself. She wants you available, but only as a backup. * The Indecisive "Maybe": When asked where things are going, she gives vague answers like "I'm just in a weird place right now" or "I need to work on myself before I can be with anyone." > The Romantic Truth: If she's "working on herself" but still using your time, she's actually just working on you.Listener Inquiries: From the MailboxUse these scripted questions to structure the Q&A segment of the podcast.1. The "Waiting Room" Dilemma> "I've been seeing this girl for six months. We do everything couples do, but she says she isn't 'ready for a label' because of a bad breakup three years ago. She says I'm the best guy she's ever met, but she just needs more time to decide. How long is too long to wait?"> 2. The Relationship "Manager"> "My girlfriend of one year makes every single decision—from what I wear to who I hang out with. Whenever I try to take the lead or plan a trip, she shuts it down or finds a reason why my idea is 'wrong.' How do I get the control back without starting a nuclear war?"> 3. The Transition Trap> "I have a female best friend who I've caught feelings for. She knows I like her, and she constantly sends mixed signals—touching my arm, heart emojis, late-night texts—but then she talks to me about other guys she's interested in. Is she clueless, or is she just keeping me on a leash?"> Key Takeaways for the Episode: * On Decision Making: A "maybe" is a "no" in disguise. High-value people make decisions; low-value people keep options open to avoid responsibility. * On Control: Control is often seized because there is a vacuum of leadership. If you don't lead the relationship, she will—and you might not like where she takes it.

In this episode of Changing Lives Financially, we sit down with Jarryd & Katelyn to unpack their journey from feeling stuck with rising debt and no budget to building a clear, structured financial plan with Infinity. They share how they first discovered Infinity, what stood out to them about Graeme's approach, and why the program felt different from anything they had tried before. Jarryd & Katelyn open up about what life looked like before joining — a $740k home loan, $15k in credit card debt, scattered finances, and no clear direction and how everything shifted once they began working with Brandon, their Relationship Manager. They talk honestly about how having personalised guidance gave them clarity, confidence, and accountability through every step of the process. With their FFF dropping from $720 to $520 per week, they've completely changed the way they budget, spend, and save. They discuss the Infinity community, how budgeting has reshaped their mindset, the real struggles they faced along the way, and the wins that kept them going. Today, they've reduced their home loan by $120k in just eight months, have redraw and offset buffers, and now hold four investment properties, including one in their SMSF, with a portfolio valued at $4.2 million.

In this bonus episode of Changing Lives Financially, Erin sits down with Noel & Terri-Anne to unpack their family journey before and after joining Infinity. They share what life looked like before Infinity, why they decided to take the leap, and how gaining clarity and structure around their money completely changed their confidence and direction. Since joining Infinity in July 2023, Noel & Terri-Anne have made significant progress, paying down their home loan, building a growing investment portfolio, and creating a clear FFF budget they can actually stick to. They also talk openly about the challenging parts of the journey, how working with a Relationship Manager supported them through change, and why the Infinity community became such a powerful part of their experience. They reflect on their biggest wins so far, how they now manage spending while still enjoying life, and what advice they would give to anyone considering starting their own Infinity journey.

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.

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

(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.

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.

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.

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:

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/

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.

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

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.

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.

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

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!

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

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!

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