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Loyalty is a journey, not a destination. Wherever you are on this path you will certainly benefit from listening to this highly collaborative podcast. Hear the brightest minds in loyalty host fellow industry experts, share experiences and challenges, and best of all get practical insights.
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Wealth Strategies Unleashed

Concenture Wealth Management

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Personal finance is complicated — we make it make sense. Join Concenture Wealth Management as we unpack the markets, explore wealth-building strategies, and give you the tools to take control of your financial future. The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, hi ...
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All The Legal Ladies

Williams, McClernan, & Stack LLC

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All The Legal Ladies podcast hosted by attorneys Kat, Marsha, and Alycia, brings you hot takes on what’s happening in the legal world as well as providing insight on current events from a legal perspective.
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The Shuffle Pod: Pokémon podcast is a weekly podcast that focuses on the Pokémon Trading Card Game. We talk about news, Meta decks, rogue decks, and more from the point of view of a professional TCG player and a large-scale card collector. We also have various guests on the show from all parts of the Pokemon Community!
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On Episode 59 of the Loyalty Leaders Podcast, Phil Rubin chats with Gabriele Giancola, CEO of Qiibee, at Loyalty Summit London. They discuss the future of loyalty and technology, diving into how Qiibee uses blockchain-backed infrastructure to simplify and scale loyalty partnerships- making it easier for brands to onboard and integrate. From real-ti…
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In Episode 58, Phil Rubin caught up with Oliver Ross, Head of Loyalty at KM Malta Airlines, at the London Loyalty Summit, to talk about Europe's newest flag carrier, the advantage of being a small carrier, transparency in loyalty, and ensuring members understand the value of accrual and a program's value proposition.…
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Many people unknowingly lose money every day due to silent, costly financial mistakes. Robert and Concenture Wealth CIO Mike Alexander expose the biggest money myths holding Americans back, and reveal practical shifts you can make today to stop the bleeding and start building lasting wealth. 🧭Download FREE guides: https://concenturewealth.com/finan…
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What’s more valuable—your time or your money? And more importantly, are you spending either one wisely? This week Robert is joined by Concenture Wealth CIO Mike Alexander to explain why understanding both is the key to building wealth and a satisfying retirement. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our Ap…
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Learn 7 valuable pieces of advice that 70-year-olds would give to their 50-year-old self. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our Website: http://www.concenturewealth.com 📞Call Us: 713-930-2910 📧Message Us: [email protected] 💼Our …
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Is there an exact right time to retire? This week Robert & Karen break down all the factors that go into one of life’s biggest decisions. From tax efficient strategies to healthcare costs and withdrawal planning, they’ll share actionable insights to help you retire with clarity and confidence. 🧭Download FREE guides: https://concenturewealth.com/fin…
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Curious about Bitcoin, Ethereum and cryptocurrency but feel overwhelmed by the tech talk? We’ll break down the core differences and what you need to know with Wall Street legend Mary Ann Bartels. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concenturewealth.sanctuarywealthapp.com/marketing 🌐Our We…
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Robert G. Gilliland, CRPC™ & Karen Heider, CRPC™, CDFA® are covering the often overlooked aspects of retirement planning that go beyond financial preparation. Learn how to elevate your quality of life and make the most of your retirement years. 🧭Download FREE guides: https://concenturewealth.com/financial-guides/ 📱Download Our App: https://concentu…
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This week, Robert G. Gilliland, CRPC™ & Karen Heider, CRPC™, CDFA® explore the critical aspects of retirement planning that go beyond financial concerns. They’ll discuss a few big retirement regrets they've heard over the years from clients and offer valuable insights to help navigate retirement years with purpose and fulfillment. 🧭Download FREE gu…
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Robert Gilliland, CRPC™ and Mike Alexander, CIMA® explain what you need to know about the differences between growth and value stocks and investing. Understand how they perform in various economic cycles and how to balance your portfolio with them according to your risk tolerance. Learn the significance, the risks, and gain insights into when and h…
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Robert Gilliland, CRPC™ & Wall Street Legend Mary Ann Bartels dive into the future of cryptocurrency and blockchain in 2025. They explore the evolving landscape of digital finance, the security and functionality of blockchain, and the generational divide in crypto adoption. Plus, get insights into the future potential of digital currencies and what…
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In Episode 44, Guest Host Marc Berman, CEO and Managing Partner at The Mallett Group, chats with Jodi Rausch, Managing Director at Concentrix Catalyst. Dave Andreadakis from Bluewater then chats with Roger Williams from Marigold, about the impact AI will have on loyalty operations. First up – Marc and Jodi discuss how to work with brands to bring l…
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Join Robert Gilliland, CRPC™ & Adam Malamed, CEO of Sanctuary Wealth, as they explore the shifts and advancements in the wealth management industry. Adam shares his 30-year experience in wealth management, emphasizing the importance of the independent space & discusses the impact of AI on client interactions, the democratization of the family offic…
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In Episode 43, Guest Host Lars Holmquist, Managing Partner at The Mallett Group, chats with Pam Piligian, Chief Marketing Officer at Navy Federal Credit Union, and Dave Canty, Head of Loyalty at Bilt, at the recent Loyalty Summit CXM in Los Angeles. First up – Lars and Pam discuss how Navy Federal is implementing a loyalty proposition without point…
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Robert Gilliland & Adam Malamed, CEO of Sanctuary Wealth, explore the future of modern wealth management. They discuss how AI is reshaping the industry, the democratization of family office services, and the increasing importance of client-centric strategies. Discover how these innovations are transforming the way wealth is managed — and what it me…
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In Episode 42, Guest Host Dave Andreadakis, Chief Growth Officer at Bluewater, chats with Brad Macdonald, Vice President of Loyalty Strategy at Epsilon, and Yuping Liu-Thompkins, Founder & Director of Loyalty Science Lab at Old Dominion University at the recent Loyalty Summit CXM in Los Angeles. First up – Dave and Yuping Liu-Thompkins discuss how …
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Robert Gilliland and Mike Alexander tackle the question: Can you save too much for retirement? Hear crucial discussions about balancing your nest egg, the impact of inflation and healthcare costs has on you, and the importance of continuous financial planning. Learn about managing discretionary spending, understanding longevity risk, and stress-tes…
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In Episode 41, Founder & CEO of the Wise Marketer Group – Bill Hanifin, chats with Jodi Daniels, Founder & CEO of Red Clover Advisors, and Whitnee Hawthorne, Global Head of Travel & Hospitality at Snowflake at the recent Loyalty Summit CXM in Los Angeles. First up – Bill and Jodi discuss the importance and relevance of Trust and Privacy in loyalty …
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Discover how to enjoy a luxurious lifestyle without overspending through smart planning, budgeting strategies, and leveraging technology with Robert Gilliland, CRPC™, and Karen Heider, CRPC™, CDFA®. Get practical tips on avoiding impulse spending and share insights on building the emotional discipline needed to stay on track. 🧭Download FREE guides:…
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This week, we’re joined once again by Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth and Wall Street legend. Mary Ann & Robert Gilliland dive into the key risks and challenges facing the markets in 2025, including inflation pressures, tariff impacts, and national deficit concerns. She'll also offer practical long-term investment …
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This week we welcome Mary Ann Bartels, Chief Investment Strategist at Sanctuary Wealth & recipient of the 2024 Wealth Management Industry Award for RIA Thought Leader of the Year. She'll discuss her economic outlook for 2025, emphasizing the impacts of Fed rate cuts, strong earnings, and advances in technology. She'll provide insights into the secu…
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Join Senior Advisors Robert Gilliland and Karen Heider on the limitations of the traditional 4% rule for retirement planning. Learn why it may not be sufficient in today's financial landscape due to factors like inflation and market volatility. Hear alternative strategies, including dynamic withdrawals, the bucket strategy, and more which satisfy t…
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In Episode 39, Loyalty Summit Global Chair David Feldman and Chair of Loyalty Summit CXM Los Angeles, Phil Rubin, chat with Claudia Infante about how Margaritaville is engaging and balancing the loyalty game in a non-traditional way to capture emotion and connection to enhance revenue and profitability…
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Our senior advisors Robert Gilliland and Karen Heider cover essential financial planning tips to kickstart 2025. Learn how to review and adjust your financial goals, manage retirement contributions, and organize your tax situation. Get insights for evaluating your investment portfolio, assessing risks, and updating estate plans. Whether you're prep…
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Welcome to a specially festive episode of Wealth Strategies Unleashed with Robert Gilliland & Karen Heider discussing tax-free gifting limits, 529 plans, securing a family legacy, and ways to teach financial literacy to the next generation. Let's navigate this season of giving with a financial twist! 🧭Download FREE guides: https://concenturewealth.…
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Our senior advisors Karen Heider and Mike Alexander discuss key investment strategies to manage risk and reward going into 2025. Learn how about diversification, dollar cost averaging, and rebalancing portfolios to prepare for economic uncertainties. The conversation covers topics such as interest rates, inflation, geopolitical risks, and the perfo…
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Robert Gilliland and Mike Alexander cover key tax strategies to tackle before year-end. They’ll walk you through important topics like HSAs, FSAs, 401k contributions, RMDs, charitable giving, donor-advised funds, and tax-loss harvesting. Plus, they’ll explore the perks of 529 plans, Roth conversions, and investment options such as ETFs and municipa…
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Robert Gilliland and Karen Heider explore how practicing gratitude can transform long-term financial decisions. Sharing personal stories — like the journey of saving for a house and the joy of achieving that goal — they highlight how gratitude not only inspires a sense of accomplishment but also encourages generosity and builds financial resilience…
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Robert Gilliland and Mike Alexander analyze the impact of the recent election on various market sectors. They discuss the performance of financials, energy, consumer discretionary, healthcare, and other sectors in light of the election results. They also delve into potential regulatory changes, interest rate dynamics, and strategies for managing vo…
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Concenture's senior advisors Robert Gilliland & Karen Heider explore the financial impact of the recent election. They'll discuss potential economic shifts, tax policy changes, regulatory updates, and future market strategies. Key topics include how lower taxes, trade negotiations, regulatory trends, and energy sector shifts might affect the econom…
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Discover why treating yourself like a “bill” and maintaining discipline is essential for financial freedom. In this episode of Wealth Strategies Unleashed, let's discuss how to manage unexpected windfalls like bonuses, inheritances, or raises. From paying down high-interest debt to boosting emergency funds, and making wise investments for retiremen…
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