Podcasts about thrivent financial

ETFs come in many different styles and can help with diversification inside of client portfolios. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

In this episode of The Athlete Brand Advisor Podcast, Greg Glynn talked with Gary Chupik, an internationally recognized mental performance coach. Gary unlocks performance in professional teams, athletes, business professionals, and those wanting to find their next level in performance. Gary's unique methods and processes are unprecedented in the sports and business worlds.  The episode featured advice for athletes in their sport and how athletes also develop a mindset around NIL. Gary is an international speaker, writer, Professional Member of the Association of Applied Sport Psychology, Certified Professional Leadership Coach through the ICF (International Coaching Federation), Creative Results Coaching Mastery Certified, and much more. Gary's client list includes players, coaches, and business executives from the Houston Texans, Washington Huskies, Idaho Vandals, Stanford University, USA Figure Skating, Seattle Mariners, Limitless Minds (Russell Wilson's company), National Motocross Association, Crossfit Olympics, and more. He's worked with high-performers in business from Microsoft, the FBI, police/fire, Amazon, Keller Williams Real Estate, Thrivent Financial, Boeing, NTT Global, and many more. Gary is a sought-after speaker, coach, and consultant. With over 30 years of leadership experience from local to national leadership, Gary has inspired over 25,000 high-performers, been on stage over 500 times, led over 200 training sessions, and coached over 600 athletes and business people wanting to get better. Episode links: www.elitemindsetnation.com Instagram: Elite Minset LinkedIn: Gary Chupik Katie Shanahan, Pliable athlete PliableMarketing.com  

What does the bumpy start to the year signal for the coming months? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

In this episode, we talk about Learn Local, a new program offered by the Chamber which teaches people about all the things that build and contribute to our community. If your business depends on being a resource for others, consider applying to Learn Local. Also, shoutout to the O'Fallon Woman's Club who raised $15,000 during their recent Empty Bowl Lunch! We also celebrated Thrivent Financial who donated $4,000 to the OFallon Food Pantry right after the 3/14 storm to help neighbors who lost their refrigerated food due to power outages during the tornado event. On the calendar: Friday, Saturday, Sunday: April 4-6 HADESTOWN: TEEN EDITION by Anais Mitchell is being performed at OTHS. Break a leg! Thurs, April 10 @ 6pm Pub Table Historian @ Gears inside The Bike Surgeon Sat April 12: 9am-noon Vine Street Market Sat April 12: 9am-noon Electronics and Recycling Drive. Sat April 12: 10am-2pm Spring Artisan Festival at Restoration Ranch Wed, April 16 @ noon: deadline to order catered Easter meals from The Regency Head's up: May 8th 7-10pm Hotrods for Hope sponsored by Newbold Toyota in the Downtown District - register your car! 

Send us a textOn today's episode we have Gary Chupik. Gary is a professional mental performance coach, leadership coach, writer, and speaker. He's the founder of Elite Mindset, a company dedicated to helping high-performers get better and be better. Gary has worked with players, coaches, and executives from the Houston Texans, Washington Huskies, Idaho Vandals, Stanford University, USA Figure Skating, Seattle Mariners, Limitless Minds (Russell Wilson's company), Houston Texans, National Motocross Association, Crossfit Olympics, and more. He's worked with high-performers in business from Microsoft, the FBI, police/fire, Amazon, Keller Williams Real Estate, Thrivent Financial, Boeing, NTT Global, and many more.On this episode we discuss:Why self-leadership is more important than self-motivationThe levels of leadershipWhat self-leadership looks like in an athlete's worldWhy it's important to distinguish between what you want and what you really wantThe power of sport and leadershipPractical strategies for in game and post game routinesAnd much more!Elite Mindset Assessment - Use code "ELITE50" for 50% off!Monday Morning Mindset Text MessageGary Chupik Elite Mindset InstagramWhen you work with me you can expect a 360-degree player development plan designed specifically for young female basketball players.If this sounds interesting, let's have a conversation - send me an email today - hoopsthroughlife@gmail.comCheck out Hoops Through Life on: Hoops Through Life WebsiteXInstagramFacebookIf you have any questions for me or our future guests email hoopsthroughlife@gmail.comThe views and opinions shared by coaches and other professionals on this podcast are solely their own and do not necessarily reflect those of Hoops Through Life. Hoops Through Life is an independent entity, not affiliated with any school or coach, and is not responsible for the opinions expressed by these individuals.

Gary Chupik is internationally recognized as one of the top mental performance coaches in the world. Gary UNLOCKS performance in professional teams, athletes, business professionals, and those wanting to find their next level in performance. Gary's unique methods and processes are unprecedented in the sports and business worlds and brings out the very best in each client.Gary is an international speaker, writer, Professional Member of the Association of Applied Sport Psychology, Certified Professional Leadership Coach through the ICF (International Coaching Federation), ordained minister for 27 years, and Chaplain of the Seattle Thunderbirds for 7 years. Gary's client list includes players, coaches, and executives from the Houston Texans, Washington Huskies, Idaho Vandals, Stanford University, USA Figure Skating, Seattle Mariners, Limitless Minds (Russell Wilson's company), Houston Texans, National Motocross Association, Crossfit Olympics, and more. He's worked with high-performers in business from Microsoft, the FBI, Amazon, Nick Marietta Real Estate, Thrivent Financial, Boeing, NTT Global, and many more. Gary is a sought-after speaker, coach, and consultant.Learn more about Gary and his work here - https://www.mindsetassessment.com/Learn More About Cindy Van Arnam and how to work with her: https://fullblastcoaching.com/

There's a lot of financial data out there. How do you interpret it and how do you explain it to your clients? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

What is quality investing and how does it affect client portfolios? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

“The way of a fool is right in his own eyes, but a wise man listens to advice.” - Proverbs 12:15It's good to learn from your mistakes, but it's even better to learn from someone else's. Rachel Wong joins us today with three big financial mistakes that young adults often make…so you can avoid them.Rachel Wong is an Accredited Financial Counselor® and the creator of Open Hands Finance: a biblically-based content curriculum that teaches money skills to emerging adults.Money Missteps: 3 Easy Mistakes To Avoid As A Young AdultMoney management is a crucial skill, especially for young adults just starting their financial journey. Here are three key financial mistakes young adults often make and how to avoid them: 1. Waiting to Save for RetirementMany young adults think they'll start saving for retirement once they “make more money.” This delay can cost them valuable years of compound interest. Starting in your 20s is like taking a leisurely walk—manageable and effective. Waiting even a few years turns the journey into a sprint.Tip: Open a Roth IRA and start contributing small amounts monthly. Even $25 a month can grow significantly over time.2. Waiting to Start GivingSome believe they'll start giving once they earn a larger paycheck. But let's remember the story of the widow's mite. Despite her poverty, she gave anyway, reminding us of what it means to be faithful in our giving, regardless of our income.Tip: Begin giving a small, regular percentage of your income now. It's not just about generosity—it's about developing a habit that aligns your heart with God's abundance.3. Relying on Willpower for SavingsManually setting aside money every month can be challenging. That's why automating our savings can help when we struggle with consistency.Tip: Automate savings and retirement contributions. Set up a monthly transfer to ensure consistency, regardless of life's demands.Teaching Young Adults to Manage Money BiblicallyOpen Hands Finance combines biblical wisdom with actionable exercises, such as setting up a budget and opening a Roth IRA. The program includes a unique matching incentive—sponsored by parents, universities, or third parties—to encourage participation.The curriculum's student-led approach makes it relatable and impactful. It's not just theoretical; it equips participants with tools to live below their means, practice generosity, and plan for the future.If you're a college student or young professional—or know someone who could benefit—visit OpenHandsFinance.com to learn more about the curriculum and resources.Money is a resource God has entrusted to us. Managing it wisely allows us to live generously and reflect His abundance. Start today and set yourself on a path of faith-filled financial stewardship.On Today's Program, Rob Answers Listener Questions:What are your thoughts about a company called Thrivent Financial? Are they a reputable and trustworthy company that does a good job? Also, would moving around $150k from my 401(k) into an annuity with a 1.1% fee and a 6% guarantee be a good move?Can I do a home equity line of credit to pay off some of my debt, like a few credit cards and some accumulated bills?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly PublicationOpen Hands FinanceLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

How will changes on the political front influence the financial markets? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

What is driving the demand for bonds? What makes a bond fund tick? We talk with a fund manager to find out. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Thinking at the Speed of Bias: How to Shift Our Unconscious Filters by Sara Taylor Amazon.com Deepseeconsulting.com A practical guide to tackling unconscious bias in a polarized world. Learn to recognize your unconscious bias and create positive change. Respected DEI expert Sara Taylor presents a down-to-earth guide on how to tackle unconscious biases and foster true equity in our rapidly changing world. Through relatable examples and practical strategies, readers learn to deliberately slow down their thought processes and become aware of their filters in various situations. Taylor encourages readers to question their own assumptions by asking, "Do I know that what I'm thinking is actually true?" and "Why might I be reacting this way?" The book demonstrates the importance of a clear set of competencies, skills, and strategies for addressing unconscious bias. By developing a culturally competent mindset and using a shared, holistic language to discuss these issues, readers gain the tools to understand, discuss, and implement change both at home and in the workplace. This approach avoids blame or shame, making it accessible and empowering for everyone. The book's insights extend beyond individuals; it demonstrates how organizations can scale up cultural competence to transform their structures and systems. With a strong sense of hope, readers are empowered to make a difference, creating a more just and equitable world for all. About the author Diversity and inclusion strategist, renowned for her visionary work in culture competence, nationally recognized speaker, and bestselling author Sara Taylor is dedicated to changing the world through the workplace by making organizations across the globe more effective and inclusive and their leaders more culturally competent. She founded deepSEE Consulting in 2002 to provide insightful consulting and strategic diversity training, paired with measurement tools to build individual and organizational cultural competence. In her deepSEE Consulting role as President, Sara has worked with hundreds of national and global companies and their executives, including Chief Diversity Officers, Organizational Development and HR leaders as well as staff at all levels throughout the organization. She helps them to understand the full complexities of today's diverse workforce and to build the competencies necessary to create inclusion and equity. Her clients over the years have included reputable companies such as Walmart, 3M Company, AARP, Cleveland Foundation, Coca-Cola, Marriott International, General Mills, United Way Worldwide, National Credit Union Administration, Ingersol-Rand, Seagate Technologies, Thompson Reuters, Thrivent Financial, among others. Prior to deepSEE Consulting, Sara was the Director of Diversity and Inclusion for Ramsey County, Minnesota, where she established a new department to lead D&I efforts for 5,000 employees. She began her career as a Leadership and Diversity Specialist at the University of Minnesota, where she developed state-wide diversity and leadership programs, created and managed a grant program to fund community-based diversity initiatives, and directed the activities of diversity and leadership educators. Sara's forthcoming book, Thinking at the Speed of Bias: How to Shift Our Unconscious Filters (Berrett-Koehler), helps individuals tackle their unconscious bias and empower organizations to scale cultural competence to transform their structural and systematic landscapes to become more effective and equitable. She previously authored the 2017 bestselling book Filter Shift: How Effective People See the World, which is used by numerous individuals and organizations across the globe to increase success and create greater effectiveness. She has been an active member of the Society of Human Resource Management, Twin Cities Diversity, Equity and Inclusion Practitioners, Human Resource Professionals of Minnesota,

In this special deep dive on consumer health, Thrivent experts provide a diagnosis. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Our experts lay out their expectations for the fourth quarter and the months beyond. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

In this episode of InfoBeans Fail Faster podcast, we welcome Sravan Kasarla, the former Chief Data Officer of Thrivent Financial. Sravan shares his 25-year journey in data and analytics, discussing how AI has grown from a niche topic to a powerful tool in business today. He explains the challenges of working with data in large organizations and introduces his framework for successfully executing data and AI projects. Sravan highlights the importance of asking the right questions to get meaningful results from AI and looks ahead at how AI might shape the future, especially in making processes smoother and more efficient. This episode is a great listen for anyone curious about how data and AI can drive real business success.

The opportunities and pitfalls of investing in AI-related companies. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Our experts lay out their expectations for the third quarter and the months beyond. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

07-06-24 (Repeat of 03-02-24)Support the show: https://www.loveneverfailsus.com/donateSee omnystudio.com/listener for privacy information.

How will the upcoming presidential election affect the economy and financial markets? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

After a strong first quarter of 2024, what's ahead for this important market sector? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

This week, the podcast welcomes John Busacker for our season finale episode, where we discuss what it means to finish things well in all aspects of life. John shares wisdom to be considered as we look at what it means to move through life with intention. It's a perfect conversation to close out this podcast season.John Busacker is a writer, speaker and the Founder of Life-Worth, LLC, a personal leadership development firm. He has delivered keynotes, facilitated workshops, coached leaders, and orchestrated conferences on six continents with clients ranging from Medtronic, Duke Corporate Education, Thrivent Financial, PwC, CommonSpirit Health, National Football League, NGL, Ameriprise Financial and Kingdom Advisors.John is the author of four books including his latest, Gasping for Breath: Inviting God's Spirit Into Your Overwhelmed Life.Support the show******To support Make It Simple, head to mpm.simple donation.comCheck out What Matters Most, daily teachings from Matt Popovits, available wherever you get your podcasts.For more information on MPM, head to mattpopovits.com Support the show

An inverted yield curve may make shorter-term bonds more attractive than longer-term bonds. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

The factors that have the potential to drive performance during Q2 and beyond. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

03-02-24Support the show: https://www.loveneverfailsus.com/donateSee omnystudio.com/listener for privacy information.

This strategy fell out of favor, but it may be poised for a return. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Take a look at the 2024 economy and what may be ahead with perspectives from Thrivent Asset Management. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans

Do high mortgage rates mean trouble is brewing, or will high demand continue to drive prices? Bottom line, we do not foresee a significant correction in home prices, but we do think investors would be well served to understand market conditions.Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Where are the U.S. investment markets heading? Our chief investment strategist offers his outlook on rates, equities and credit markets. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

The Ride Home with John & Kathy! Buckle in for a Thursday full! Like… What about cremation?... GUEST Rev Bill Glaze ... Bethany Baptist Church, Homewood. New books about Christianity, mine and others ... GUEST Dr Sy Garte ... biochemist who has taught at NY Univ, the Univ of Pgh, and Rutgers Univ ... He's the author of "The Works of His Hands: A Scientist's Journey from Atheism to Faith”. Where Your Treasure Is; Thrift can help us follow Jesus teachings on money, but it can also steer our hearts off course ... GUEST Susan Mettes ... associate editor for Christianity Today magazine and a behavioral scientist with extensive experience conducting research for faith-based organizations, including Barna Group, Thrivent Financial, and World Vision ... Sadly, anti-Jewish hatred is a subject I know only too well.. GUEST Jeff Jacoby ... Op-Ed Columnist, The Boston Globe. Plus Does This Make Sense? And more! Thanks for riding with us on The Ride Home with John & Kathy.See omnystudio.com/listener for privacy information.

Insights from a Thrivent portfolio manager into this underappreciated segment of the market. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Why the U.S. economy continues to outpace those of the G7 post-pandemic. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Suggestions and strategies for capitalizing on the return of higher bond yields. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Getting acquainted with managed accounts and how they benefit financial advisors and clients as a versatile approach to investing and wealth management. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Mega cap tech stocks continue to outperform, but could this be causing client portfolios to become unbalanced? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

This episode's interview is with Garrett Dickerson, a Market Director at Thrivent Financial. He shares stories and advice based on his management experiences, including the importance of:Understanding the values of those you leadIdentifying and quickly addressing issues with the cultureBuilding trust and having covenant relationshipsHe answers the same questions as each podcast guest:How do your values impact your management philosophy?Who or what has had the most impact on your management style?What book has made the biggest impact on you?

We get insights into Thrivent Income Fund from its portfolio manager and learn how flexibility drove performance across market environments. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Where are the markets and economy heading? Thrivent's chief investment strategist discusses the Federal Reserve, inflation, and his positioning in equities and credit. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

In the years ahead, financial advisors will need to be ready for the greatest generational transfer of wealth in American history. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Join us for a look at the word faith and to see how it relates to courage and truth. Rev. Alvin J. Schmidt is our guide by way of his book, Faith Misused, and Dr. Jordan B. Peterson helps us get a better grasp on the congruency of our words and deeds, and not only ours but Thrivent Financial's, as we learn more information about the former Christian fraternal benefit society. Find the Onward Christian Soldiers Book Club at stmarksferndale.com/get-involved/bookclub. Host Rev. Tyrel Bramwell, St. Mark Lutheran Church in Ferndale, California, and author of the book Come in, We are Closed, talks about curious topics to excite the imagination, equip the mind, and comfort the soul with God's ordering of the world in the Law and Gospel. Send him your questions at stmarksferndale.com. You can find his videos at youtube.com/c/tyrelbramwell.

Some sectors of the commercial real estate market have been significantly affected by sharply higher interest rates. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Talking with a Thrivent fund manager about why the 'little guys' are worth our attention. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Checking in on Q2 fixed-income trends, the factors driving performance, and what investors should expect going forward. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

We talk with investment team leaders about how they've delivered competitive performance in the small- and mid-cap space. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Jeremy Keil is a financial advisor at Keil Financial Planners. As a specialist in retirement planning, Jeremy is dedicated to helping people learn more—and feel more confident—about their money. He served as a financial advisor at Thrivent Financial for over 20 years before beginning his work at Keil Financial Planners and formerly served as an adjunct professor at the Wisconsin Lutheran College and the Concordia University in Wisconsin. Today, in addition to his work at Keil Financial Planners, Jeremy hosts Retirement Revealed, a podcast honored among Feedspot's Top 25 Retirement Podcasts to Follow in 2021.    Jeremy joins me today to discuss motivational interviewing and how financial advisors can approach it. He shares his journey in the financial advisory industry and explains how he discovered motivational interviewing. He describes the mutual relationship between financial advisors and clients and details why financial advisors should have compassion and empathy for their clients. Jeremy also outlines a few key questions financial advisors can integrate into their discovery meetings and highlights how launching a podcast has benefitted him as a financial advisor.   “I thought connecting with someone was just about asking questions, but motivational interviewing teaches you that it's about open-ended questions, affirmations, reflections, and summaries.” - Jeremy Keil   This week on The Model FA Podcast:   Jeremy's background and how he began his career as a financial advisor How Jeremy started building his book of business as a financial advisor What motivational interviewing is How financial advisors can take principles from unrelated industries  Basic motivational interviewing questions financial advisors can integrate into their discovery meetings Rolling with resistance and supporting clients' self-efficacy Where to learn more about motivational interviewing The importance of practicing and role-playing motivational interviewing How financial advisors can benefit from launching a podcast Jeremy's thoughts on wealth and contentment   Resources Mentioned:   Book: The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas Stanley MINT | Motivational Interviewing Network of Trainers   Our Favorite Quotes:   “Lots of folks can be great advisors, but the systems they're in might discourage them from making it in the industry.” - David DeCelle “Part of motivational interviewing involves being curious about the person you're sitting across from.” - David DeCelle “You may be the expert in your field, but your clients are the experts on themselves: they know what works for them.” - Jeremy Keil   Connect with Jeremy Keil:   Keil Financial Planners Podcast: Retirement Revealed Podcast Keil Financial Planners on LinkedIn Jeremy Keil on LinkedIn Jeremy Keil on Facebook   About the Model FA Podcast   The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.    Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.    Our Team: President of Model FA, David DeCelle   If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Our breakdown of the markets in the first quarter followed by a look ahead to the second. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

Unpacking the surprisingly disappointing 2022 returns from this widely used portfolio structure. • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA/SIPC and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans.

The Vinney and Beau Show!!! LIVE every Friday at 9:30am PST or 12:30pm EST on all Social Media Platforms! Gary Chupik is a world-class mental performance coach who works with professional athletes and high-achievers in business. Gary has worked with clients from Microsoft, Amazon, Thrivent Financial, the Houston Texans, Seattle Mariners, and more. Gary has solved the code on how to UNLOCK people. But he doesn't stop there. Next, he UNLEASHES them to pursue their dreams. vinneychopra.com | beaueckstein.com Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated. https://podcasts.apple.com/us/podcast/syndication-made-easy-with-vinney-smile-chopra/id1473126675 https://vinneysbizcard.com/ ------------------------------------------------ Claim your FREE copy of The #1 Top Seller in Commercial Investing: https://vinneychopra.com/freebook/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos/?sub_confirmation=1 The Vinney & Beau Show Playlist: https://youtube.com/playlist?list=PLScLZVLRRHljsdqGjPa8hMxjuarSyplXZ Vinney's Facebook: https://www.facebook.com/VinneyChopra Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's TikTok: https://www.tiktok.com/@vinney.chopra Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/invest/ Apply for Mentorship: https://apartmentsyndicationmadeeasy.com/academy2022/ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 7,000 units amounting to over $800 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. ------------------------------------------------

The Vinney and Beau Show!!! LIVE every Friday at 9:30am PST or 12:30pm EST on all Social Media Platforms! Gary Chupik is a world-class mental performance coach who works with professional athletes and high-achievers in business. Gary has worked with clients from Microsoft, Amazon, Thrivent Financial, the Houston Texans, Seattle Mariners, and more. Gary has solved the code on how to UNLOCK people. But he doesn't stop there. Next, he UNLEASHES them to pursue their dreams. vinneychopra.com | beaueckstein.com Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated. https://podcasts.apple.com/us/podcast/syndication-made-easy-with-vinney-smile-chopra/id1473126675 https://vinneysbizcard.com/ ------------------------------------------------ Claim your FREE copy of The #1 Top Seller in Commercial Investing: https://vinneychopra.com/freebook/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos/?sub_confirmation=1 The Vinney & Beau Show Playlist: https://youtube.com/playlist?list=PLScLZVLRRHljsdqGjPa8hMxjuarSyplXZ Vinney's Facebook: https://www.facebook.com/VinneyChopra Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's TikTok: https://www.tiktok.com/@vinney.chopra Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/invest/ Apply for Mentorship: https://apartmentsyndicationmadeeasy.com/academy2022/ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 7,000 units amounting to over $800 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. ------------------------------------------------

The Vinney and Beau Show!!! LIVE every Friday at 9:30am PST or 12:30pm EST on all Social Media Platforms! Gary Chupik is a world-class mental performance coach who works with professional athletes and high-achievers in business. Gary has worked with clients from Microsoft, Amazon, Thrivent Financial, the Houston Texans, Seattle Mariners, and more. Gary has solved the code on how to UNLOCK people. But he doesn't stop there. Next, he UNLEASHES them to pursue their dreams. vinneychopra.com | beaueckstein.com Don't forget to head over to iTunes to subscribe, rate, and leave a review. It's very much appreciated. https://podcasts.apple.com/us/podcast/syndication-made-easy-with-vinney-smile-chopra/id1473126675 https://vinneysbizcard.com/ ------------------------------------------------ Claim your FREE copy of The #1 Top Seller in Commercial Investing: https://vinneychopra.com/freebook/ Vinney's Youtube: https://www.youtube.com/c/VinneyChopra/videos/?sub_confirmation=1 The Vinney & Beau Show Playlist: https://youtube.com/playlist?list=PLScLZVLRRHljsdqGjPa8hMxjuarSyplXZ Vinney's Facebook: https://www.facebook.com/VinneyChopra Vinney's Linkedin: https://www.linkedin.com/in/vinney-smile-chopra/ Vinney's Instagram: https://www.instagram.com/vinneychopra/ Vinney's TikTok: https://www.tiktok.com/@vinney.chopra Learn more about Vinney: https://vinneychopra.com/ Learn more about investing with Vinney: https://vinneychopra.com/invest/ Apply for Mentorship: https://apartmentsyndicationmadeeasy.com/academy2022/ About Vinney (Smile) Chopra: Vinney is a real estate investor, syndicator, International best-selling author, host of 4 podcasts, multifamily educator, mentor, dedicated husband of over 40 years and father of 2 children-Neil and Monica, residing in Danville, California (near San Francisco) for 40+ years. Vinney came to this country with only $7 in his pocket and a dream. Vinney has now built a portfolio of over 7,000 units amounting to over $800 Million in the multifamily, senior assisted living and hospitality arenas. He is passionate about helping others achieve financial freedom and giving back to our seniors who have given us so much. ------------------------------------------------

Tim Regan is the founder of PrairieView Wealth Partners, a hybrid advisory firm based out of Illinois that oversees $100 million in assets under management for 190 households. Transitioning from an insurance agency model, Tim decided to focus his hybrid firm on faith-based planning—and he offers middle and back-office support to other financial advisory firms through a separate company that he restructured from his own back office. Listen in as Tim shares how he first got comfortable with concentrating on faith-based planning despite today's often polarized environment, why he made the decision to offer back-office support under his Focus Forward business to other financial advisory firms (but keep his own marketing support in a full-time internal role), and why he decided to incorporate continuity agreements with his advisory firm under the PrairieView umbrella. We also discuss why he chose to join Thrivent Advisor Network after being a captive agent for Thrivent Financial for two decades and why he believes that it's important to hire the right people early—even if there is a fear of spending money. For show notes and more visit: https://www.kitces.com/299