Best Alex Khassa Podcasts (2025)

1
T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors - Part 1 1:03:06

21d ago1:03:06

1:03:06

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…

1
Revolutionizing Client Services with IRS Data Integration with Kevin Knull, CFP® 18:02

7M ago18:02

18:02

In this Swift Chat episode, Marie Swift speaks with Kevin Knull, CFP®, President of TaxStatus, a cutting-edge IRS account monitoring and tax data platform designed for financial professionals and the clients they serve, about how this innovative fintech solution is helping financial advisors enhance client services through seamless integration with…

1
AI in WealthTech + Custodian Research Reports + Cyber Training with John O'Connell 15:56

8M ago15:56

15:56

In this Swift Chat conversation, Marie Swift speaks with John O'Connell, founder of The Oasis Group, a leading consultancy for the wealth management industry. Their leadership position includes identifying, reviewing, and discussing new technologies and capabilities for the wealth management industry. The Oasis Group offers award-winning consulting…

1
Revolutionizing Financial Advisor Marketing with Precision Video Ads with Alex Khassa 14:25

8M ago14:25

14:25

In this Swift Chat conversation, Jonny Swift speaks with Alex Khassa, founder of Clients Blackbox, a marketing partner to some of the fastest-growing financial advisory and retirement planning firms in the USA, about transforming financial advisor marketing through precision-engineered video ads. Khassa explains his approach to helping advisors cap…

1
$30M/yr Annuity Producer Online Strategies / EXCLUSIVE: See How He Gets 5-10 HNW Retirement Clients A Month 32:55

8M ago32:55

32:55

READ THIS: If you're a financial advisor, focused on the retirement planning market, and you'd like more high-net-worth annuity cases, completely online... Here's what you need to know: Finally - YOU can get the exact same appointments as Jonathan, and use his exact same sales process, and keep 100% of your commissions, without changing your IMO or…

1
Unlocking Behavioral Finance - Insights from A Wealth of Well-Being with Meir Statman 38:02

10M ago38:02

38:02

In this Swift Chat conversation, Marie Swift speaks with Meir Statman, Professor of Finance at the Leavey School of Business at Santa Clara University, to discuss the field of behavioral finance. Renowned for his research, Meir Statman has recently authored a new book called "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance," which…

1
Unlocking Success with Passion, Partnerships, and Positive Mindset with Derrick Kinney 34:46

11M ago34:46

34:46

In this Swift Chat conversation, Marie Swift speaks with Derrick Kinney, Best-Selling Book Author, Keynote Speaker, and Host of the Good Money podcast, to unpack the secrets behind his success and the strategies that have helped countless individuals achieve financial freedom. He also shares advice for financial advisors who might be looking to emu…

1
How to Run Facebook Ads for Financial Advisors in 2024 - Alex Khassa featured on That Annuity Show - One of the top podcasts for Financial Advisors who use Annuities for Retirement Planning 31:48

12M ago31:48

31:48

In this episode, Paul Tyler, Bruno Caron, and Ramsey Smith interview Alex Khassa, CEO and founder of Clients Black Box, Inc., about his success in helping financial advisors get more clients virtually using Facebook ads. Alex shares his backstory and how he transitioned from being a fractional CMO to focusing on helping financial advisors. He expla…

1
Unveiling Extraordinary Lives with Jane Wollman Rusoff 15:04

12M ago15:04

15:04

In this Swift Chat conversation, Marie Swift speaks with Jane Wollman Rusoff, Contributing Editor with ThinkAdvisor and a two-time AZBEE award winner from the American Society of Business Publication Editors. Jane's career journey is as diverse as it is fascinating. From delving into consumer electronics during the tech revolution to interviewing s…

1
Leadership Is What You Do with Steve Atkinson 29:32

1y ago29:32

29:32

In this Swift Chat conversation, Marie Swift speaks with Steve Atkinson, Speaker, Leadership Coach, and Growth Expert with Admired Leadership. The conversation delves into the realm of leadership and its practical applications in the financial advisory world. Steve shares insights and anecdotes that shed light on what it means to be an effective l…

1
T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part II 34:16

1y ago34:16

34:16

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference - which also celebrated the event's 20th anniversary. Host Marie Swift chats with conference speakers, industry thought leaders, and advisors about what's hot a…

1
T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part I 38:15

1y ago38:15

38:15

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference - which also celebrated the event's 20th anniversary. Host Marie Swift chats with conference speakers, industry thought leaders, and advisors about what's hot a…

1
Hot & Happening at T3 2024: A Conversation with Gary Carrai of LPL Financial 13:30

1y ago13:30

13:30

In this special episode of "Hot and Happening at T3 2024", recorded live at the 2024 T3 Technology Tools for Today conference, Marie Swift leads an insightful conversation with Gary Carrai, CFA, Executive Vice President of Advisor Business Strategy at LPL Financial, the nation’s largest independent broker-dealer serving independent financial adviso…

1
Virtual Financial Advisor Growth Secrets 2024 - Alex Khassa Interview with Influential Entrepreneurs by Mike Saunders 27:18

1+ y ago27:18

27:18

In this episode, Mike interviews Alex about his background, how he started Clients Blackbox, and what makes what Blackbox does unique and how it gives advisors a unique advantage over their competition. Learn more at https://clientsblackbox.com [00:01:09] Generating Profit from Social Media Ads. [00:06:02] Ad spend and results. [00:09:24] Critical …

1
2024 Digital Marketing Secrets for Financial Advisors & RIAs - $3 Million Per Month Asset Formula 9:13

1+ y ago9:13

9:13

🚀 Unlock the Secrets to Financial Advisor Success: A Comprehensive 11-Step Guide! 🌟 2024 Marketing Plan for Financial Advisors & RIAs: https://drive.google.com/file/d/1GrUCCFfQ_IgoacwGWsIaHI5Rf2bFRTG9/viewEmbark on a transformative journey with these crucial steps tailored for financial advisors. Whether you're seeking to boost your sales, refine y…

1
Building the RIA of Choice with Tony D'Amico 28:09

1+ y ago28:09

28:09

In this Swift Chat, Marie Swifts speaks with Tony D'Amico, Founder and Managing Partner of Fidato Wealth, an award-winning SEC Registered Investment Advisor (RIA) based in Ohio, about the journey of building an admirable firm that stands out as the RIA of choice for both clients and talented professionals. From the challenges faced in attracting …

1
The BLX Internship Program with Luis Rosa, Emlen Miles-Mattingly, and Shawn Tydlaska 23:25

1+ y ago23:25

23:25

In this Swift Chat conversation, Marie Swift speaks with Luis Rosa, Emlen Miles-Mattingly, and Shawn Tydlaska, three of the four co-founders of the BLX Internship Program, a premier initiative dedicated to fostering diversity in the financial planning profession, specifically for aspiring Black and Latinx financial planners. The trio expresses a ge…

1
Liability Optimization with Sora Finance Co-Founders Siddhartha Oza and Rohit Agarwal 18:17

1+ y ago18:17

18:17

In this Swift Chat, host Marie Swift speaks with Siddhartha Oza and Rohit Agarwal, the co-Founders and co-CEOs behind Sora Finance, whose mission is to optimize debt costs for everyone by empowering advisors in actively managing clients' liabilities. The Sora platform, driven by an AI component, addresses the historical oversight of managing debt, …

1
Sammy Rabbit’s Money School for Financial Advisors with Sam X Renick 30:12

1+ y ago30:12

30:12

In this Swift Chat, Marie Swift sits down with Sam X Renick, the visionary behind Sammy Rabbit's Money School, a financial literacy program for children ages 2-10 years old. Listen to discover the inspiration behind Sammy Rabbit's Money School, a groundbreaking initiative dedicated to instilling essential money habits in children. Sam shares some …

1
How Jonathan Quadrupled (4x) His Annuity Production In 11 Months With Clients Blackbox 15:03

1+ y ago15:03

15:03

Apply to work with Jonathan https://clientsblackbox.com/jonathan In today's episode, we have a transformative conversation with Jonathan Leonard, a financial advisor who saw a meteoric rise in his business after partnering with Alex's program, ClientsBlackBox.com. Dive into Jonathan's journey, from feeling exhausted chasing leads and hosting in-per…

1
Integrating AI with Your Marketing Efforts with Marie Swift and Jonny Swift 17:28

1+ y ago17:28

17:28

In this unique Swift Chat, recorded live in the Social/Digital Hub at the 2023 Morningstar Investment Conference (MICUS) in Chicago, honorary “Hubster” Shawna Ohm of Content 151 flips the script as she interviews Marie Swift and Jonny Swift of Impact Communications. The trio shares some of their marketing and PR insights in relation to some of the …

1
AdvisorAI and 401kAI Tools for Financial Advisors with Daniel Satchkov 30:17

1+ y ago30:17

30:17

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Daniel Satchkov, Co-Founder and President of RiXtrema, a pioneer in developing innovative tools for financial advisors using machine learning (AI) and data science. Daniel dives into RiXtrema's two groundbreaking AI-driven productivity tools: AdvisorAI™ and 401kAI™. 401kAI i…

1
Unlocking Meaningful Financial Conversations with Michael Lecours 23:53

2y ago23:53

23:53

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Michael Lecours, CFP®, Co-Founder of fpPathfinder, a company that helps financial advisors become more efficient, innovative and systematized by quickly solving planning problems and questions from clients using fpPathfinder's checklists and flowcharts. Michael shares the j…

1
Attention RIAs w 10-30 Advisors! 4:44

2y ago4:44

4:44

ClientsBlackbox.com

1
Highlights from the 2023 Morningstar Investment Conference with Mary Beth Franklin and Laura Carstensen 32:15

2y ago32:15

32:15

In this special episode of Swift Chats, taped live at the #MICUS Podcast Stage, Hosts Jonny Swift and Marie Swift recap highlights and insights from the 2023 Morningstar Investment Conference with Mary Beth Franklin, Contributing Columnist at InvestmentNews and Laura Carstensen, Director of the Stanford Center on Longevity. The group discusses the …

1
New! The 3 Constraints to Scaling Your Business - For Financial Advisors 23:28

2y ago23:28

23:28

If you are a financial advisor doing over $10 million a year and fixed index annuity production, or you are a team of financial advisors doing a good amount of production virtually… This will be extremely relevant and potentially advantageous to you.

1
Compilation Episode from the 2023 Morningstar Investment Conference 45:39

2y ago45:39

45:39

This special Swift Chat comes to you live from the Social/Digital Hub at the 2023 Morningstar Investment Conference in Chicago - April 25-27. Hosts Marie Swift and Jonny Swift, along with Honorary Hubsters Shawna Ohm of Content 151 and Victor Gaxiola of TechGirl Financial, speak with some big names about why they love coming to the Morningstar Inve…

1
Compilation Episode from the 2023 T3 Technology Tools for Today Advisor Conference 37:13

2y ago37:13

37:13

In this special Swift Chats, we're live at the 2023 T3 - Technology Tools for Today Advisor Conference in Tampa, which took place March 13-16. Host Marie Swift talks with an array of guests in the T3 Podcast Station powered by Myriad Advisor Solutions about their big takeaways from #T32023, as well as why they love the T3 community and keep coming …

1
The Webinar Downfall: A New Marketing Paradigm | Financial Advisors Digital Marketing… 9:47

2y ago9:47

9:47

Is your webinar strategy falling short? You're not alone. Webinars, once a powerhouse in the financial advisor marketing world, are losing their effectiveness. But it's not just a dip in webinar popularity – there's a new player in town. A more efficient funnel is quietly drawing away potential clients before you even get a chance to engage them. I…

1
T3 Technology Tools for Today Presents: Hot & Happening at T3 2023 1:02:57

2y ago1:02:57

1:02:57

In this podcast special recorded live in the T3 Podcast Station powered by Myriad Advisor Solutions at the 2023 T3 Technology Tools for Today Advisor Conference, co-hosts Marie Swift and Jonny Swift speak to conference speakers, industry thought leaders and advisors about what's hot and happening at #T32023. From intriguing presentations on the mai…

1
Compilation Episode from the 2023 AICPA & CIMA Personal Financial Planning Summit 57:48

2y ago57:48

57:48

In this special Swift Chat podcast episode, Marie Swift interviews a range of guests from the 2023 AICPA & CIMA Personal Financial Planning Summit held at Dimensional Fund Advisors Headquarters in Austin, TX January 30 - February 1. Guests share some of their biggest takeaways from the various sessions as well as why they love attending the summit …

1
Building a Community for Women Advisors with Bridget Grimes and Katie Burke 23:55

2y ago23:55

23:55

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Bridget Grimes, CFP® and Katie Burke, CFP®, Co-Founders of Equita Financial Network, an entity that empowers independent, women-led financial planning firms to provide outstanding service to their clients, achieve business success, and leverage a network that allows them to …

1
Using Listening Skills and Mindfulness to Manifest your Goals with George Kinder 27:52

2y ago27:52

27:52

In this Swift Chat, Marie Swift of Impact Communications Inc. speaks with George Kinder of the Kinder Institute of Life Planning. The two discuss mindfulness skills to help yourself live the life you want to live and what the Registered Life Planner designation means. Learn more about George and his work at www.KinderInstitute.com…

1
Inside Scoop for T3 2023 with Joel Bruckenstein 11:38

2+ y ago11:38

11:38

In this Swift Chat conversation, Marie Swift of Impact Communications, Inc. speaks with Joel Bruckenstein, President of Technology Tools for Today, about what to expect at the T3 2023 conference March 13-16 in Tampa. Joel shares some of the featured speakers appearing at this year's conference, some of the topics and trends that will be discussed, …

1
#1 Reason Why Financial Advisors Lose Money On Marketing Agencies 9:31

2+ y ago9:31

9:31

In this episode you will learn in under 10 minutes the biggest reason why most marketing agencies don’t perform and why most marketing courses will not work for you. Plus, what you can do to reduce your risk of wasting another $25k on a marketing agency. This episode will make you marketing savvy and will probably save some of you hundreds of thous…

1
5 Marketing Secrets for Financial Advisors in 2023 — Alex Khassa 39:51

2+ y ago39:51

39:51

This episode might put some people out of business. Welcome back to the pod. I’ll be posting more often by making it easier for me to create content for you. This episode is not edited and not polished but it has some of the marketing secrets that are helping our clients to write more annuities than ever before using a new way to market themselves …

1
Compilation episode from the 2022 MarketCounsel Summit 40:54

2+ y ago40:54

40:54

In this special Swift Chat episode, Marie Swift interviews a range of guests from the 2022 MarketCounsel Summit held at the Four Seasons Las Vegas December 5-8, 2022. While the audio clips have been stitched together to create one full podcast episode, the video interviews are available as single clips on a Vimeo Showcase. Links to the video clips …

1
Know The Game You're Playing with James Lange 28:11

2+ y ago28:11

28:11

In this Swift Chat conversation, Marie Swift speaks with James Lange of Lange Financial Group, LLC about how to cut through the noise of an endless stream of marketing campaigns. Companies like yours may think they're playing baseball, but customers and clients are actually playing dodgeball. The two discuss how Lange's own experiences inspired him…

1
The Value of a Structured Mentorship Program with Kellan Brown and Jean Heath 23:12

2+ y ago23:12

23:12

In this In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Kellan Brown, Vice President of Business Development Strategic Partnerships in the Retirement Strategies Division at FAR, Finance of America Reverse, and Jean Heath, CIMA®, head of Asset Manager Network at Envestnet. The trio discuss the importance of structured ment…

1
FPA Kansas City Compilation Episode with Michael Kitces, Micha Baxley, and More (August and September 2022 Events) 31:47

2+ y ago31:47

31:47

In this Swift Chat compilation episode from the FPA Kansas City Symposium from August 2022 and the FPA Kansas City chapter meeting in September 2022, host Marie Swift, CEO of Impact Communications, interviews a range of guests about their experiences at the events including: - Micha Baxley, Vice President of Business Development of Allianz Life Ins…

1
Building an Empowered and Collaborative Workplace Culture with Alyssa Phillips 22:48

2+ y ago22:48

22:48

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Alyssa Phillips, Chief Operating Officer at HCR Wealth Advisors, a RIA firm with fiduciary values based in Los Angeles. The two discuss how HCR uses technology and people to build an empowered and collaborative workplace culture. They also share highlights from the recent We…

1
Thinking About the Future of Your Business - Live at T3 2022 with Rich Cancro 6:31

2+ y ago6:31

6:31

In this Swift Chat conversation, recorded live while at the T3 Conference in May 2022, Marie Swift of Impact Communications speaks with Rich Cancro, Founder and CEO of AdvisorEngine. The two discuss what makes the T3 Conference so unique as well as Cancro's T3 presentation on questions that an advisor should be thinking about for the future of thei…

1
Provincial Development Group, LLC with Blaine Wease 30:39

2+ y ago30:39

30:39

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Blain Wease, President of Provincial Development Group, LLC about what makes Provincial different in their approach to helping wealth management firms implement solutions. Working with RIAs and Broker Dealers, Blain shares how Provincial's comprehensive system improves the h…

1
FAR Sight Advisor Series: Imposter Syndrome and How to Handle Misplaced Perceptions Related to Age, Gender and Roles 37:30

2+ y ago37:30

37:30

In this second episode of the new FAR Sight Advisor series brought to you by Finance of America Reverse (FAR) and their Retirement Strategies Division, Marie Swift interviews a variety of guests live at the InvestmentNews Women Adviser Summit held this summer in Denver. Marie and the guests discussed Imposter Syndrome and if they had been misidenti…

1
FinTech's Rapid Evolution and the Ezra Group WealthTech Integration Score with Craig Iskowitz 17:06

2+ y ago17:06

17:06

In this Swift Chat, Marie Swift speaks with Craig Iskowitz, Founder and CEO of Ezra Group, a boutique strategy consulting and research firm. The two discuss the new Ezra Group WealthTech Integration Score, a unique score for FinTech vendors to help wealth management firms build seamless integrated tech stacks. Craig dives into how the score is dete…

1
Achievement-Based Planning for Those at the Cross Roads of Fame and Fortune with Mitch Martin 12:09

3y ago12:09

12:09

In this Swift Chat episode, Marie Swift speaks with Mitch Martin, founder and CEO of Stonebridge Wealth Management, about his work specializing in financial planning for clients in the arts, entertainmentm and sports industries. The two discuss his passion to give people who have acquired wealth suddenly a person they can trust to give sound advice…

1
Compilation Episode from the IWI ACE Academy 2022 38:21

3y ago38:21

38:21

In this special edition Swift Chat from the Investments & Wealth Institute's ACE Academy 2022, Marie Swift interviews a range of guests from the IWI Digital Hive including: Jeffrey Levine, Chief Planning Officer of Buckingham Strategic Wealth Partners Stephen J. Resch, Vice President of Retirement Strategies of Finance of America Reverse LLC Dan Wa…

1
Compilation Episode from the Morningstar Investment Conference 2022 19:39

3y ago19:39

19:39

In this special edition of Swift Chats recorded live at the 2022 Morningstar Investment Conference, Jonny Swift interviews a range of guests live from the Social / Digital Hub. The episode features: - Shawna Ohm, Founder of Content 151 - Katryna Deligiannis, Senior Social Media Manager at Morningstar - Aleksandr Spencer, CFA, Chief Investment Offic…

1
FAR Sight Advisor Series: How Global Pandemics and World Events Affect the World of Client Service and Financial Advice 50:23

3y ago50:23

50:23

In this first episode of the new Swift Chat / FAR Sight Advisor series from Finance America Reverse (FAR) and their Retirement Strategies Division: A select group of financial planning practitioners and financial services professionals participated in a live roundtable setting to talk about the most pressing challenges and concerns as well as the m…

1
Don't Call It "Financial Planning" with Reese Harper 35:23

3y ago35:23

35:23

In this Swift Chat video conversation, Marie Swift speaks with Reese Harper CFP, CEO of the Elements Financial Planning System about his innovative software system and how it can support financial advisors throughout their practice from client acquisition to portfolio management to client engagement. The two discuss how Harper built both Dentist Ad…

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