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Triad Podcast Network

Triad Podcast Network

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A single podcast combining a variety of businesses, lifestyles, cultures, information and entertainment unique to the North Carolina Triad. Presented by The Ginther Group in Winston-Salem, Dewey's Bakery and Three Magnolias Financial 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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"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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In this episode, join Blake Ginther as he dives into the current state of the local real estate market just as summer kicks off. While national headlines paint a gloomy picture of the housing market, Blake offers a refreshing perspective on the Triad area, revealing surprising statistics that show a 5% increase in median home prices despite low inv…
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What if the key to growth wasn’t more leads, but deeper relationships? Ronen Olshansky is the Co-Founder & CEO at Connected Success and business partner to Keith Ferrazzi—best-selling author of Never Eat Alone, the book that completely redefined how we think about networking. Together, they created the Beyond Connections program, which helps leader…
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Eric Baumgardner, Osaic's Technology Solutions Consultant, talks with CEO & Founder Arnulf Hsu of GReminders about the extensive effect that artificial intelligence (AI) is having on the financial industry. Listen as they discuss deep integrations with CRMs and calendars, and how note-takers and summaries can be connected to eliviate the challenge …
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What if the biggest threat to your culture was the language you use? As your firm scales, the way you talk about the people on your team can either create clarity or chaos. In this solo episode, I share a painful but powerful lesson I learned while building Triad Partners—from an underperforming team member we were too afraid to let go, to 100+ A-p…
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In this conversation with Mitch Kokai, Senior Political Analyst at the John Locke Foundation, we take an in-depth look at North Carolina’s 2025 General Assembly. With Republicans controlling both houses but lacking a veto-proof supermajority, significant bills—from immigration enforcement to budget disputes—are making waves. We’ll explore the dynam…
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As a financial advisor, you’re taught to ask, “When do you want to retire?” But what if that question is pointing clients toward a goal they don’t actually want? In this episode, I’m talking with Derek Coburn—longtime advisor and author of Let’s Retire Retirement—to talk about how changing that one question can completely shift the way you serve yo…
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Osaic's Technology Solutions Consultant Aida Dillman speaks with a highly seasoned assistant about how technology platforms should be used when dealing with life events of your financial clients. Listen as they discuss platforms such as Redtail, MyRepchat, and PreciseFP. Also hear how digital signature can enhance your practice and make life much e…
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Join Algenon Cash for an insightful discussion with Jake Cashion, Vice President of Governmental Affairs at the North Carolina Chamber, for a deep dive into the policies shaping North Carolina’s business environment. From job creation and infrastructure to tax policy and regional growth, we discuss how the Chamber is driving solutions for a stronge…
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In this Father's Day special episode, certified financial planner Jennifer Johnson and host Adam delve into the pivotal role dads play in shaping their children's financial futures. Building on last month’s discussion about mothers and financial security, they explore how fathers can instill valuable money habits in their kids from an early age. Wi…
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What if life forced you to step away from your business tomorrow? Would it keep running or come to a halt? That’s exactly what Dylan Bond—a 30-year financial advisor and Triad member—was forced to find out when a life-threatening cancer diagnosis stopped him in his tracks. Despite undergoing major surgery, radiation, and months of recovery, Dylan’s…
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For the first time, Triad Golf Magazine presented a ranking of the top golf courses in the Piedmont Triad in its most recent print edition. John Brasier and Jay Allred discuss the results. Find the full story and rankings on page 4 of the May 2025 edition of Triad Golf Magazine and also online at triadgolf.com The Triad Podcast Network is proudly s…
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The best financial advisors aren’t just experts in finance, they’re experts in people. In this episode, I’m talking with Brendan Frazier, founder of The Human Side of Money podcast to unpack one of the most overlooked drivers of advisor success: human connection. As an expert at helping advisors uncover the emotional drivers behind their clients’ f…
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Osaic's Technology Solutions Consultant Aida Dillman talks about how to use your CRM to the fullest capacity, to reduce costs, streamline processes and make the office run smoother. Hear expert tips on follow-ups, how to track progress and the importance of training on your CRM. Listen to Aida discuss using templates and how to create a meaningful …
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In this episode of Twin City Talk, Hosts Suzy Fielders & Burgess Jenkins and Producer Tim Beeman talk with Brian DeAngelis, President & General Manager, and Morgan Clausel, Vice President, Marketing & Partnership Activation at Winston-Salem Dash. They share about all the fun things happening this year at Winston-Salem Dash this season, some of the …
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What if you could turn your expertise as a financial advisor into a YouTube channel that builds trust, creates community, and drives new business? Today’s guest has done exactly that—and he’s here to show you how. I’m talking with Pat Flynn, an online creator and entrepreneur who’s spent nearly 20 years building digital businesses and online commun…
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What happens when pastors and priests walk away from the pulpit—but not from God? In this powerful conversation, we sit down with Chantal McKinney, Barbara Symons, and John Bost—three former religious leaders who’ve traded institutional religion for a more liberated, personal spirituality. We unpack their journeys, their evolving faith, and the new…
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Imagine a business that doesn’t depend on you—one that scales, thrives, and grows without your constant involvement. That’s exactly what Alex Judd reveals in this episode. Alex spent years at the Dave Ramsey organization as the former host of the EntreLeadership Podcast, giving him the opportunity to learn from one of the most influential names in …
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Welcome to our first show of 2025! True story... While enjoying beers from Fiddlin' Fish Brewing in Winston-Salem, the guys discuss the following topics: What are some good memories from middle school? If you could have any machine/tool and money/space are not factors, what would it be? Life is expensive right now, so what are some good "staycation…
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In this episode, Blake Ginther shares a lot of information you don't want to hear, but probably need to hear. The conversation focuses on the current state of home insurance and its rising costs, with Blake preparing listeners for potential increases of 15 to 25%. He explains how recent natural disasters have impacted the insurance market, leading …
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Hear from author and business creator Derrick Girard as he speaks with Osaic's Mark Matheny about the challenges that he faced on his career path. Derrick shares his thoughts on the powers of adaptation, and also dives into the disputes and lawsuits that he faced. Learn how goals can empower you for success and what it means to "figure it out" in t…
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Live from Triad’s Scale Summit in Atlanta, I got the opportunity to sit down with two Triad members who are driving SHP Financial’s incredible growth—founding partner Keith Ellis Jr. and Chief Operating Officer Michelle Short. In this behind-the-scenes conversation, we unpack how SHP went from a 4-person startup to a 55-person firm who gathered $38…
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We celebrate Mother's Day by diving into the crucial topic of financial security for women, particularly mothers. Join certified financial planner Jennifer Johnson and family law attorney Kelley Gondring as they discuss the unique financial challenges women face, especially during significant life events like divorce. They share personal stories, h…
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We’re joined by Dr. Jeff Sarbaum, Senior Economist at UNC Greensboro, to dissect the latest economic indicators. With a Q1 GDP contraction, plummeting consumer confidence, and looming retail concerns, we explore what these trends mean for the U.S. economy and everyday Americans. The Triad Podcast Network is proudly sponsored by The Ginther Group Re…
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Setbacks aren’t a possibility, they’re a promise. Things will break. People will disappoint. Plans will unravel. Yet we act surprised, as if hardship wasn’t part of the deal. But what if the real problem isn’t the setback itself, it’s believing it wasn’t coming? In this solo episode, I share the single most important mindset shift I’ve made since b…
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This podcast series will explore the tools you can use right away to design, build and grow your business. We will share ideas that you can use through thoughtful interviews with other entrepreneurs. Ellie went from being a banker to being a baker! After spending years in the banking industry, she turned her passion from baking desserts for her co-…
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In this thrilling episode of Zero Dark Nerdy, we dive into the latest Marvel Cinematic Universe (MCU) bombshell - the announcement of Avengers: Doomsday! Join us as we explore this highly anticipated film's plot details, cast revelations, and fan theories. We cover everything from the return of iconic heroes to the introduction of new villains. Don…
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What if AI could save you an extra 8–10 hours a week? I’m talking about actual time back. Without adding headcount or overhauling your process. That’s what today’s guest, Steven Latow, is helping advisors do. He’s the VP of Operations at Zocks, an AI assistant built specifically for financial advisors. But Zocks isn’t just a note-taker. It automate…
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Tariffs aren’t just headlines — they’re real pressure on family farms, small businesses, and the local economies we depend on. In this conversation, Algenon Cash is joined by Zeb Williams of Old Nick Williams Distillery and Bob and Marlowe Ivy, a father-daughter hog farming team from Eastern North Carolina. Together, they unpack the real impact of …
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Alan Blondin is a longtime golf writer who worked at The Sun News in Myrtle Beach for nearly three decades. Now, he covers The Grand Strand golf scene for On The Green Magazine. Get the latest as you prepare for your spring and summer golf trips in this conversation with John Brasier from Triad Golf. The Triad Podcast Network is proudly sponsored b…
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In 2010, two investors bought the Golden State Warriors for $450 million. Today, the franchise is worth over $9 billion. That’s not luck, it’s strategy! But how do these deals actually happen? Who’s behind them? And why are pro sports teams becoming the ultimate alternative investment? In this episode, I’m talking with Andrew Woodward—former right-…
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In this episode, Algenon Cash locks in with John Hood — conservative historian, author, and president of the John William Pope Foundation — for a timely conversation on the policies shaping Trump’s new term. From foreign policy flashpoints like NATO, Ukraine, and tariffs to domestic battles over immigration, the rule of law, and proposed mass firin…
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In episode 26 of Twin City Talk, Hosts Suzy Fielders & Burgess Jenkins and Producer Tim Beeman talk with Cindy Loman, Editor of Winston-Salem Magazine. She shares what it’s like being a magazine editor, what she loves about Winston-Salem and as a Greensboro resident some of the differences and similarities between these two Triad cities. Be sure to…
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What if your best year in business was also your breaking point? That’s exactly where Nico Pesci found himself in 2021. His practice was booming, but between 50+ client meetings a week, late-night emails, and missed time with family, the cost was high. He was burning out. Fast. In today’s conversation, Nico opens up about the wake-up call that made…
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Osaic's Mananger of Technology Solutions Consulting, Mark Matheny, discusses the vital role of technology platforms to manage your financial clients. Mark gives excellent advice on handling life events using your CRM. Hear valuable instruction on using reminders, workflows, and customized templates. Learn how to best use tags and filters for segmen…
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Macy Pate’s dream had always been to attend and play golf at Wake Forest. There were many who thought that goal may have been overly ambitious at first, but that all changed after Pate rewrote the state record books while at Reagan High School. The 2024 ACC Freshman of the Year is preparing for the ACC Women’s Golf Championship this week in Greensb…
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Fluff Your Needles and settle in for our latest real estate podcast with Blake Ginther from The Ginther Group. In this episode, Blake dives into the world of real estate as he discusses the importance of curb appeal during the vibrant spring season and the essential elements that make a home stand out on the market. From the significance of well-ma…
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Fly into our latest financial discussion with Certified Financial Planner Jennifer Johnson from Three Magnolias Financial Advisors. Jennifer shares insights on preparing for the travel season, discussing travel rewards, the impact of market fluctuations on spending, and the importance of being cautious with credit card rewards. Whether you're plann…
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Ten years ago, I thought success was all about the numbers — AUM, revenue, production, etc. But after two decades in the industry and thousands of conversations with advisors, I’ve seen behind the curtain. I’ve met advisors making millions who are secretly miserable… and others earning far less who are truly winning in every category that matters. …
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Get an exclusive sneak peek into the future of Piedmont Opera in our latest podcast episode! Join Interim Artistic Director Joseph Mechavich as he shares his dynamic journey in the world of opera and his vision for the company's future. With boundless passion and leadership, Joey discusses what’s next for Piedmont Opera in this thrilling new chapte…
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Expert financial technology consultant Eric Baumgardner from Osaic speaks about the latest news and updates about AI, artificial intelligence, as it relates to financial services. Hear him discuss regulatory compliance issues, data privacy and the interesting application of note-taking. What are "hallucinations" and why is that a concern? Eric talk…
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Most leaders struggle to keep top talent. Why? Because when employees don’t feel engaged or fulfilled, they often start looking for better opportunities elsewhere. And while competitive pay matters, it’s not the only reason people stick around. What if the real key to retention was helping your team achieve their personal dreams? In this episode, I…
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When it's spring and Easter is near, that means Hot Cross Buns at Dewey's. Find out why these are such an important tradition and what other items are popular once the weather warms up. Also, one thing that separates Dewey's when it comes to planning your big event is their celebration specialists. We get a chance to meet and chat with one on this …
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On this episode of the Downtown Winston-Salem Podcast, Jason Thiel visits with Crystal Stowe, the owner of Washington Perk and Provisions on the corner of 4th and Cherry. Listen in for her story as well as the recent history of the store since she took over in 2021. The Triad Podcast Network is proudly sponsored by The Ginther Group Real Estate, De…
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Your network isn’t just who you know, it’s who knows you. And if you’re not intentional about building the right relationships, you’re leaving massive opportunities on the table—especially as a financial advisor who wants to work with high-net-worth clients and take your firm to the next level. That’s where Rich Robledo comes in. He’s built a thriv…
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During this time of brackets, Blake Ginther gives you the most important items to giving your house an edge as a seller. All things created equal in terms of location, size, etc. What are seeds one through four that buyers will notice and potentially make the right offer on your home? Plus, with spring arriving in the triad, what does that mean for…
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In episode 23 of Twin City Talk, Hosts Suzy Fielders & Burgess Jenkins and Producer Tim Beeman talk with Adam Andrews, of Andrews Restaurants, which includes Jeffrey Adams, Twisted Pine, The Mercantile Chophouse, Easy Tiger Beer Garden, Dogwood Hops & Crops, and The Trophy Room. He shares about what life is like owning multiple restaurants and what…
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Join Algenon Cash for an insightful conversation with Donna King, publisher of Carolina Journal and a leading voice in political journalism. As part of Women’s History Month, they’ll discuss her journey in media, the challenges and triumphs of women in journalism, and the evolving landscape of news. Donna and Algenon have a long history— they compl…
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New clients fuel growth, but without the right team, your firm will always hit a ceiling. That’s exactly why I wanted to speak with Michael & Laura Lehrhaupt, founders of Strategies for Wealth Management and longtime Triad members, who scaled their firm from $41M to $67M in just three years—without adding more hours to their week. Their growth didn…
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