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This is NAIFA’s Advisor Today Podcast Series where we focus on how financial advisors work, live, and give to their local communities and our greater financial services industry.
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Global business and finance news and discussion from the BBC.
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Expert mode marketing technology, AI, and CX insights from top brands and Martech platforms fill every episode, focusing on what leaders need to know to build customer lifetime value and long-term business value. The Agile Brand with Greg Kihlström® features executives and thought leaders from top brands and platforms discussing the industry's trends, like first-party data strategies, artificial intelligence, consumer data privacy, omnichannel customer experience, and more. The Agile Brand i ...
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The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.
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This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Retirement Tax Services Podcast, Financial Professional’s Edition is a show hosted by Steven Jarvis, CPA. Steven aims to bridge the gap between tax professionals, financial advisors and their mutual clients in their quest for reducing tax expenses in retirement.
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Hosted by Freedom Investment Management, Inc., we bring you innovative ideas from investment experts and practice and business management leaders. Check back often to hear from fellow financial advisors talk about what is working for them; service providers describing best of breed technology, product and practice solutions; as well as, economists, portfolio managers, analysts and investment product specialists from all ends of the industry spectrum, from mega global managers to small but in ...
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Join College Essay Advisors' Founder and Chief Advisor, Stacey Brook, and Director of Advising, Becca Myers, for the inside scoop on all things college essay-related – from brainstorming tips to real time essay reviews. This is your chance to go behind the scenes at CEA and discover what admissions is really looking for!
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Analyzing War, National Security, Politics & Foreign policy. 4x Combat Deployer. Unintimidated & Uncompormised. Danniel Davis is a Bronze Star Medal for Valor in Iraq + Bronze Star for Service in Afghanistan. He has a deep love for America. He remains Unintimidated + Uncompromised.
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Grant Dorhout, Founder and Wealth Advisor of Dorhout Retirement Services shares his thoughts on investing and helping secure your retirement in his weekly radio broadcast, The Retirement Blueprint. Grant is a full service advisor and has been helping families live out the retirements they deserve by giving them experienced, common-sense advice. Dorhout Retirement Services 4611 S 96th St, Omaha, NE 68127. (402) 281-0750. Investment advisory services offered through CWM, LLC, an SEC Registered ...
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Join Jordan Haines, CFP® and financial vitals specialist at Elements to explore strategies, principles and frameworks to increase the pace of delivering financial advice to people.
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Welcome to AutoFix AdvisorCast, the podcast where automotive service advisors finally have a place to call home. Hosted by industry veteran Michael Doherty, with over 28 years of experience in the trenches, this show dives deep into the challenges, frustrations, and demands of being a service advisor in the independent auto repair world. AutoFix: AdvisorCast isn’t just about problems; it’s about solutions. Michael Doherty shares best practices, actionable tips, war stories, and fresh ideas f ...
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"Do Business. Do Life." is a weekly podcast dedicated to helping the independent financial advisor create unlimited growth and freedom in their business AND life. Having been a coach for the top 1% of independent financial advisors for 15+ years, Brad Johnson has seen far too many leaders in financial services sacrifice their marriages, health, relationships, and everything else that matters to walk across an industry stage recognizing their "success." That model is broken, and Brad's on a m ...
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Content for automotive owners and operators who want to accelerate top line revenue growth by modernizing their shop.
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Welcome to Cropcast, bringing you all the on crops and soils. Each month, SAC Consulting advisor, Tiffany Mactaggart will be joined by a range of industry experts, bringing you timely updates and the latest research to help you make decisions in the field. Scotland’s Farm Advisory Service is funded by the Scottish Government. Our podcast covers a range of topics which help support your farm or croft to be more profitable and sustainable.
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Stephen Boswell (author of Best Practices of Elite Advisors) and Kevin Nichols (author of The Indispensable LinkedIn Sales Guide) host a lively discussion around three questions coming from #AskStephenAndKevin. Oechsli (The Oechsli Institute) is a thought leader for financial advisors, financial planners, and financial firm leadership looking to improve their abilities to attract and service affluent clients. Tune in if you want to know things like: - The most effective financial advisor mar ...
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Tearsheet is news, opinion, and analysis on the business of finance. Candid conversations with senior executives, fintech entrepreneurs, investors, industry experts -- all weigh in on the trends impacting the industry and the disruptive impact technology is having on the business. Where social media, technology and finance intersect.
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Noah Brooks, Good Life Director and Chief Investment Strategist, and Chris Needs, Research Analyst, geek out – ahem, “enthuse” – over the markets and the investment landscape for an artful discussion on relevant and interesting influences and impacts to the economy and your financial outlook.
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The Purpose Focused Advisor," a podcast for financial planners, advisors and RIAs aimed at merging professional growth with personal fulfillment. Hosts Rob Brown and Phil Calandra, founders of Truest Fan Coaching, bring insights from industry leaders on finding purpose, driving success, and overcoming challenges. This podcast isn't just about strategies; it's a community focused on helping you be your best and bring out the best in others. Whether it's the motivation behind your business or ...
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Welcome to the Serve First, Sell Later Marketing with Sylvia Garibaldi. The ultimate podcast for legal, financial and other service-based professionals seeking to grow their practices and attract more high-paying clients through leading edge marketing solutions that feel authentic and non-salesy. This podcast is your compass to navigate the competitive world of marketing your legal or financial services. Sylvia shares simple insights, strategies, and proven techniques tailored to service-bas ...
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The Standard Deviations podcast is a weekly production that looks at money, mind and meaning, all through a psychological lens. Each week, psychologist and New York Times bestselling author Dr. Daniel Crosby interviews a fascinating new guest, experts in everything from finance to literature to wellness. Each guest provides listeners with three concrete ways to apply what was learned that week, ensuring that weekly listening becomes part of a path to a richer life. Episodes are brief, resear ...
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Advance Your Wealth With Homer Smith provides you and your business with the financial advice needed to make calculated decisions moving forward. With over 18 years of industry experience, Homer Smith, Private Wealth Advisor with Konvergent Wealth Partners, understands the importance of a commitment to customer service and strives to help clients pursue their financial goals towards aspirations and retirement. Each episode we'll take a deep dive into a different complex topic surrounding per ...
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How to generate leads and market your financial services business. Alex Curtis from The Lead Engine interviews industry experts and marketing professionals to discuss how you can get more leads that create more business.
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Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giv ...
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The Dynamist, a podcast by the Foundation for American Innovation, brings together the most important thinkers and doers to discuss the future of technology, governance, and innovation. The Dynamist is hosted by Evan Swarztrauber, former Policy Advisor at the Federal Communications Commission. Subscribe now!
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Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
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Do you know how much risk your retirement portfolio is actually exposed to? Whether it’s preservation of capital or an aggressive growth strategy, every investor needs a clearly defined RISK PROFILE. Host Zach Abraham, Chief Investment Officer at Bulwark Capital Management, will cover all types of investment vehicles and you’ll learn what investing looks like when portfolios aren’t influenced by the corporate objectives of the big banks and Wall Street brokerage houses. Subscribe to the podc ...
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Mastermind Advisor Marketing is Marketing for Financial Advisors Created by Financial Advisors. The financial world is changing at the speed of data, and old methods of reaching your clients are no longer effective. Mastermind Advisor Marketing uses state-of-the-art technology, developed by those in the financial and digital spaces, to help financial advisors generate qualified leads and close business. On the Mastermind Advisor Podcast, join Vince Oldre and Josh Woodward as they explain how ...
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Utility Emergency Response with Isaac Alatorre is an informative and educational program for those in the utility and liquid management industry. Join Portable Pipeline Advisor and Host Isaac Alatorre as he explores all things utility industry, and emergency preparedness. Twice a month Isaac will share his expertise with you all about the wonderful and exciting world of Water, Wastewater, and Flood Management along with guest experts in the industry.
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What Dewey Do? is a Financial Planning and Wealth Management podcast that introduces listeners to leaders in our community so they can plan for and live their best life! The WDD? Podcast is hosted by CEO/CIO of Great Lakes Wealth, Dewey D. Steffen! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by Wayne Media Group (https://www.waynemedia.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely ...
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We recognize genius wherever it exists, and if you’re known by the company you keep, we are proud not only to spotlight the women that are part of Rockefeller Capital Management’s unique network, but in that same spirit, to welcome our brilliant listeners. Genius Loves Company is a series featuring women who are seasoned leaders and their inspiring insights and perspectives. In candid conversations, our guests share how different life experiences, priorities, and values have led them to pers ...
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Conversations with Alina on Your Trusted Advisor stem from representing clients and families for 23+ years. Alina Gonzalez-Dockery and team believe in personalized service for each and every client. Our approach is education being proactive. We first determine each client’s individual needs, desires and values, and then tailor their plan to best fulfill their dreams considering the needs of growing families in mind.
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Poets & Thinkers explores the humanistic future of business leadership through deep, unscripted conversations with visionary minds – from best-selling authors and inspiring artists to leading academic experts and seasoned executives. Hosted by tech executive, advisor, and Princeton entrepreneurship & design fellow Ben Lehnert, this podcast challenges conventional MBA wisdom, blending creative leadership, liberal arts, and innovation to reimagine what it means to lead in the AI era. If you be ...
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Learn what really moves the needle in your business from financial advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
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A Master Technician, a microphone, 30 years of experience in the Automotive Industry: buckle up! Come along as we take a look at the current state of the automotive industry from the point of view of the guys and gals turning the wrenches. So no matter what you fix, how you fix it, or how many tools you have to fix it with: welcome to the Grease the Wheels Nation. Also once in a while we take a look at the makes and models of cars we work on through the lenses of history, economics, politics ...
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Join Brad Ebenhoeh, CEO and Partner/Co-Founder of the Outsourced Accounting firm, Accountfully as he discusses how accounting can transform a business. Brad chats with founders, industry innovators, and entrepreneurs about how they go from concept, to execution, to success while sharing the fun stories of wins and lessons learned along the way. Each episode closes with one business do, and one don't; two takeaways summarizing the years of hard work, wins, and misses into advice you can apply ...
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Financial Straight Talk with Jim Fox: No-nonsense financial advice from a financial industry veteran with over 20 years of experience. Learn ways to help your financial literacy, make financial decisions, and reach your financial goals. No confusing jargon or pushy sales tactics. Learn more about Jim and his team here: https://yourwfg.com/ Follow on Facebook & YouTube! About Jim Fox, Founder & President: Jim Fox is a veteran of the United States Marine Corps and a financial advisor with over ...
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Pioneers and Pathfinders is a podcast about the people driving change in the legal industry. Interviews will focus on how their unique journeys inform their thinking about the profession, the business of law, the solutions they create, and where the industry is going next. The podcast will feature guests with multiple backgrounds and perspectives drawn from a number of areas including talent, technology, diversity and inclusion, social justice, education, training, and the business of law. T ...
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This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
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Here's where to find podcasts from The Nation. Political talk without the boring parts, featuring the writers, activists and artists who shape the news, from a progressive perspective.
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The Voice of Retail is a weekly podcast hosted by retail pioneer, advisor and keynote speaker Michael LeBlanc and is produced in conjunction with Retail Council of Canada. Each and every week I interview the most interesting people in and around the retail industry, examining the key issues and strategies on the minds of thought leaders in Canada, the U.S. and around the world. © 2018-2025 M.E. LeBlanc & Company Inc. All Rights Reserved.
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The most prolific podcasts for business owners preparing to transition a business. From transition preparedness to tax planning or driving value through operational enhancements; The EXIT is THE podcast that provides real life insights and access to a network of experienced advisors.
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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Osaic's technology podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.osaic.com for additional information. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbu ...
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I am a proud US ARMY Veteran, Licensed Realtor for 16+ years, husband, father, friend and son of a King! Here you will hear anything from Real Estate tips to my review on a local Restaurant or service provider. For those interested in what I have to say, enjoy!
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Travel Agent Achievers is an educational podcast by Australian travel professional, Roslyn Ranse. Educating, empowering and encouraging travel agents. Whether you are working in a shop front or as mobile travel agent, we are here to help you grow your business and stay ahead of the competition. We will explore strategies in all facets of business. Sales, marketing, customer service, finance, and project management. Success belongs to the eager and the equipped. The time is now. Design a trav ...
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No fluff. No theory. Just real conversations with real business owners doing real numbers. Hosted by entrepreneur and exit strategist Justin Goodbread, DecaMillionaire Decoded helps service-based business owners scale past $10 million in enterprise value. Each episode delivers hard-earned strategies, honest insights, and tactical advice from those who have built, scaled, and exited companies at a high level — and from experts who coach them. Through direct interviews and expert breakdowns, J ...
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Turning DIYers Into Loyal Customers | Service Advisors Listen Up!
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Thanks to our sponsor WorldPac and the WorldPac Training Institute (WTI)! TOUCH HERE for the latest in auto parts distribution and HERE to explore training programs that can take your career to the next level. In this episode, Michael Doherty talks about that issue we all struggle with... Converting do-it-yourselfers into loyal shop customers. Mich…
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4 Topics For Your Quarterly Service Calendar [212]
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Jordan explains how advisors can implement a quarterly service calendar to proactively monitor client financial health through address 4 key questions about retirement readiness, asset mix, income usage, and risk management. advisors can create an efficient system of verifying, analyzing, and reporting on their clients' financial progress.…
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T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 1
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If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping the future of financial advice. Held in Dallas this year, the 2025 T3 Conference buzzed with excitement, insight, and innovation, and we were there to capture it all on the Hot & Happening p…
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Why RIAs and Independent Financial Advisors Who Add Banking Services are Poised for Rapid Growth
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In this episode of the Modern Financial Advisor Podcast, host Mike Langford chats with Terry Mullen, Chief Revenue Officer of Fispoke, about how financial advisors can now offer comprehensive banking services to their clients. Once exclusive to wirehouse advisors, these services are now accessible to RIAs and independent financial advisors, thanks …
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Russian Parade in DANGER? - May 9th Great Patriotic War Parade in Moscow
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The speaker discusses the upcoming May 9th Victory Day parade in Moscow, commemorating the 80th anniversary of the Allied victory in World War II. This event is especially significant to Russia and is being celebrated with much buildup. However, concerns are raised about security risks, given the ongoing war with Ukraine and past drone attacks on M…
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Zach and Chase discuss the future of self-driving cars and the decline of Apple.By Know Your Risk Radio
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Putin 'Hopes" Nukes Aren't Needed in Ukraine War /Lt Col Daniel Davis & Col Jacques Baud
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Vladimir Putin began promoting the “Invisible Regiment” movement about 15–20 years ago, encouraging civilians to honor relatives who died in World War II during military parades. This reinforces a deep Russian cultural connection to sacrifice, history, and patriotism, which extends beyond just the Russian Federation to Belarusians and ethnic Russia…
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Col Doug Macgregor: Peace Talks Failing, Russia Takes Aim on the Battlefield
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Negotiated Peace May No Longer Be Possible: The chance for a negotiated settlement in the Ukraine conflict—acceptable to both sides—may have passed. Some believe it was never truly viable. Trump's Position Shifted: Trump initially tried to distance himself from the war, blaming President Biden and suggesting it wouldn't have happened under his watc…
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AI for Science and Discovery, w/Austin Carson
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The race to harness AI for scientific discovery may be the most consequential technological competition of this time—yet it's happening largely out of public view. While many AI headlines focus on chatbots writing essays and tech giants battling over billion-dollar models, a quiet revolution is brewing in America's laboratories. AI systems like Alp…
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Creating a Standout Culture with Darci Smith
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In today’s competitive financial services landscape, culture is the ultimate differentiator. In this episode, Darci Smith of Roklyn Consult joins Jay Coulter to share a powerful framework for building a winning culture—one that attracts top talent, empowers teams, and sets your firm apart. Darci draws insights from her chapter in the new collaborat…
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Leveling up through partnerships with Gideon Drucker
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Steven is joined by Gideon Drucker, a financial advisor who has gone all in on being at the center of his clients' financial lives, even when that means bringing in outside resources. Every advisor talks about "being the quarterback" of their client's financial life, but Gideon has taken it to another level by actively managing and building relatio…
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Tekmetric Interviewed: What Makes A Great Shop Management System?
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Today, we’re diving into how modern shop management systems are helping auto repair shops work faster, sell more, and stress less. Joining us is Sunil Patel, the Founder and CEO of Tekmetric—a shop owner turned tech leader who built one of the industry's most powerful tools after getting fed up with outdated software in his own bays. Tekmetric stan…
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State Policy, Privacy Laws, and Insurance Industry Wins With Leah Walters
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Leah Walters is a state relations expert who leads legislative and regulatory advocacy efforts across all levels of state government. With over two decades of experience in state insurance advocacy, she has been instrumental in shaping policies that support the life insurance industry's mission to provide financial security to American families. Le…
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#672: What can we learn from teaching others about AI? Featuring Greg Shove, CEO of Section
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AI is no longer just a tool—it’s reshaping business strategy, workforce morale, and even personal productivity. But are executives truly prepared to treat AI as a strategic thought partner, or are they still viewing it as just another tech trend? Joining us today is Greg Shove, CEO of Section, an AI education company on a mission to train the next …
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The Secret Clubhouse for Reactionary Plutocrat | The Time of Monsters with Jeet Heer
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On this episode of The Time of Monsters, Chris Lehmann joins Jeet Heer to discuss the Group Chats where billionaires scheme and moan. Advertising Inquiries: https://redcircle.com/brands Privacy & Opt-Out: https://redcircle.com/privacyBy The Nation Magazine
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Days Left before Trump Will "Own" the Russia-Ukraine War Lt Col Daniel Davis
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The speaker criticizes Western military and political leadership for lacking strategic thinking in dealing with the Ukraine conflict, particularly in relation to missile defense and long-term objectives. He argues that: Missile defense systems are costly and unsustainable: The West may need to use more interceptor missiles than there are incoming o…
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Millions of Australians head to the polls
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Voters are going to the polls in Australia to choose their next government following a hard-fought campaign during which living costs, climate concerns and the impact of Donald Trump's trade tariffs have featured strongly. Shares of Rockstar's parent company, Take-Two Interactive, tumbled by as much as 8% on Friday morning after it announced that i…
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Relaxing the Trade War and Budget Cuts
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Zach and Chase look into budget cuts, and whether or not the Trade War is slowing to an end.By Know Your Risk Radio
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36: Medical School Secondaries: What to Know and How to Prepare
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Join Stacey and Becca as they break down the medical school secondary essay process and provide helpful information regarding the timeline, the most common secondary essay questions that you can expect to see, and how to set yourself up for success before you become inundated with essay requests. (Hint: it helps to stay organized!) Work one-on-one …
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Not every prospect is ready to move forward right now — and that’s okay. In this episode, we explore how financial advisors can effectively market to Periodics — prospects who show potential but aren’t ready to commit today. Learn how to stay in front of these future clients using: Strategic email newsletters Social media engagement tactics Targete…
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In this episode, Grant and Bill discuss preparing for recession, could passive income streams be a strategy for your retirement, and if people with millions saved are worried about retirement, should we all be paying more attention?By Grant Dorhout
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WFP Out of Food in Gaza, US and Rwanda Negotiate a Migrant Deal, National Security Advisor Waltz Reassigned | American Prestige
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May Day is no more, but the world, sadly, does not revolve around the left. On this week's news roundup: a new report on 2024 global military spending shockingly shows it has increased (2:05); the UN’s World Food Programme is out of food in Gaza (4:05), the IDF herds people into Rafah (5:55), and the PLO creates a vice presidency in anticipation of…
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ENCORE: Technology in the Service of The Customer with Michon Williams, Chief Technology Officer, Walmart Canada
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🎧 Encore Episode Alert! Revisit one of our most popular conversations from Fall 2024 as I sit down with Michelle Williams, Chief Technology Officer at Walmart Canada, for a wide-ranging discussion on leading technology innovation in Canada’s largest retail landscape. Recorded live at Walmart Canada headquarters, Michelle shares her career journey—f…
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#671: Going national while staying true to your local roots with Jay Rushin, H&H Bagels
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How do you take something that's iconically local and make it feel authentic—everywhere? That’s the challenge facing every regional brand trying to scale. When your name is practically synonymous with a place—like H&H is with New York City—growth isn’t just about expansion. It’s about staying true to what made you iconic in the first place. Today, …
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Trump sacks Waltz as US National Security Advisor
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President Trump has sacked Waltz as national security adviser and nominated him to serve as ambassador to the United Nations. The US and Ukraine signed a minerals deal which President Zelensky says is an "equal partnership". As trade wars continue, we explore how businesses of all sizes are surviving. Will tariffs dominate Apple and Amazon's earnin…
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May 1, 2025 - Zach and Chase break down the daily dots from today's action.By Know Your Risk Radio
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The Problem w/Europe & the UKRAINE RUSSIA WAR - Alexander Mercouris
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The speaker discusses growing divisions within Europe over the ongoing conflict in Ukraine and the West's relationship with Russia. While hardliner governments in Western and Northern Europe (like France, Germany, and the Baltics) remain committed to confrontation, other European nations—particularly in Central and Southern Europe (like Hungary, Cr…
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BREAKING: Trump Nat'l Security Advisor Mike Waltz Forced Out!
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There has been breaking news out of Washington, D.C.—National Security Adviser Mike Waltz and his deputy Alex Wong have been fired. The firing appears sudden and surprising, especially since Waltz recently appeared on Fox News acting as if it were a normal day. While the White House has not yet made an official statement, reports suggest it's being…
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Ukraine Minerals Deal Done... What About Peace? Patrik Baab & Lt Col Daniel Davis
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The discussion centers on the complex state of U.S. and European involvement in efforts to end the war in Ukraine, with particular focus on the Trump administration's peace proposal and shifting dynamics among key figures. Despite efforts to broker peace, including a ceasefire plan and negotiations with Ukraine and European partners, the gap betwee…
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Technology Solutions Consultant Aida Dillman discusses how using the proper technology can multiply the rewards of successful teamwork. Listen as Aida talks about file sharing, online schedulers, AI (artificial intelligence) tools and real time messaging apps.By Geoff Severson
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Buying the Dip and Betting on Diversification
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In Episode 35 of Market Enthusiast, Noah and Chris discuss the current economic landscape, including recent GDP data, job reports, and market reactions to tariffs. They explore investment strategies, the impact of geopolitical events on global trade, and reflect on historical parallels, particularly regarding the situation in Ukraine and Taiwan. Th…
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Don't Have a Vision for Retirement? It's Time to Fix That!
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Planning your retirement from a financial perspective is probably one of your most important goals. After all, you want to have enough money to live a good life. But what does that good life look like? If you’re like many people, you may not have defined clearly what your retirement years are going to be all about. On the latest installment of Adva…
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Settling The Debate: Theory Vs. Proven Systems [213]
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Jordan explores the power of prototyping in financial planning, drawing inspiration from James Dyson's journey of creating the perfect vacuum cleaner. Jordan breaks down his prototyping process to help financial advisors become more comfortable with testing and iterating new ideas before scaling them.…
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Tim Russell and The Good Steward: A Blueprint for Faith-Driven Financial Advisors
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In this episode, Rob Brown sits down with Tim Russell, financial advisor, firm leader, podcast host, and now co-author of the brand-new book The Good Steward, written with his father, Roy Russell. Tim shares the story behind the book and how his passion for biblical stewardship shapes the way he leads his advisory firm and serves clients. Rob and T…
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In this inaugural episode of Deca Millionaire Decoded, host Justin Goodbread sets the stage for a transformative journey towards achieving a net worth of over $10 million. He shares his insights on the realities of success, emphasizing that true financial freedom is not just about accumulating wealth, but about building a scalable business that wor…
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How Brainrot AI is Upending the Internet w/ Jason Koebler | Tech Won't Save Us
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On this episode of Tech Won't Save Us, Paris Marx is joined by Jason Koebler to discuss the economy behind AI slop generation, how people are building businesses on AI-generated images, and the wider consequences of their proliferation on social media. Jason Koebler is a cofounder of 404 Media and cohost of the 404 Media Podcast. Advertising Inquir…
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Greatest Hits: The Power of Automation: 3 Strategies to Streamline Your Practice
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Frank and Sue break down essential automation strategies that every advisor should implement: -How to streamline client onboarding with automated workflows to save time and reduce human error. -Using automated tracking and email alerts to ensure clients take required minimum distributions on time. -Automating tax document distribution to improve ef…
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Seminar Marketing Mastery for Financial Advisors with Greg Bogich, CEO of AcquireUp
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Join host Mike Langford in this episode of the Modern Financial Advisor Podcast as he interviews Greg Bogich, CEO of AcquireUp. Discover how seminars can be an effective strategy for growing a financial advisory business. Greg discusses the benefits of seminars, including filling the room with qualified prospects, the psychological advantages of fa…
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Dr. Daniel Crosby - The Depth of Your Pain Maps the Height of Your Joy
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Tune in to hear: What can Miss Havisham, the Charles Dickens’ character, teach us about the dangers of fleeing our pain? How is Miss Havisham, on some fundamental level, a potent metaphor for our own lives? What does Dr. Crosby mean by “emotional graying” and why are its effects so insidious? What did author Khalil Gibran have to say about why runn…
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President Trump says tariffs on China “will not be anywhere near 145%” but won’t be removed all together. It follows US Treasury Secretary Scott Bessent saying he expected a ‘de escalation’ in US China tariffs. The International Monetary Fund has revised its global growth forecast in the wake of Trump’s tariffs, with the US expected to be hit harde…
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#73 What Rainmakers Know: The Relationship Rules No One Teaches
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Send us a text In Episode 73, host Sylvia Garibaldi dives into the true heart of building a thriving professional practice: authentic relationships. She explains what rainmakers do differently and why deep, human connection is no longer optional but essential for lawyers, mediators, and professionals who want to stand out, get consistent referrals,…
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Zach and Chase break down today in the market.By Know Your Risk Radio
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Ukraine Russia War: No Peace Deal in Sight w/Larry Johnson
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Daniel Davis Deep Dive Merch: Etsy store https://www.etsy.com/shop/DanielDavisDeepDive?ref=seller-platform-mcnav Trump's Cabinet and Ukraine War: Former President Trump is meeting with his cabinet to assess the direction of the Russia-Ukraine war and is frustrated by slow diplomatic progress. He feels things aren’t going the way he envisioned, desp…
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Gaza Bloodshed / Zelensky's Veiled Threat to Attack Russia's Victory Parade w/Steve Jermy
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Western vs. Russian Experience: Ukraine, after three years of combat, has more real-world air defense experience than Western forces. There is concern about potential losses if the West intervenes militarily, such as in Iran. Ukraine’s Strategy and Leadership: Ukrainian President Zelensky is criticized for resisting negotiated settlements and for m…
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