Best Velocity Clients Podcasts (2025)

1
Cognizant Netcentric Named Adobe Partner of the Year 2025 5:02

14h ago5:02

5:02

Cognizant Netcentric, a part of Cognizant Moment™, has been recognized as Adobe's 2025 Digital Experience Partner of the Year for Central Europe.By Cognizant Netcentric

1
Building Wealth with a Watchmaker’s Precision - Ashley Womble - (BWL POD #0261) 1:07:46

17h ago1:07:46

1:07:46

In this episode, James sits down with his friend Ashley Womble, a seasoned watchmaker, real estate investor, and true gentleman from Georgia. With over 40 years of business experience, Ashley brings a wealth of insight and down-to-earth wisdom to the conversation. As always, we hope you enjoy the episode and thank you for listening! Make sure to li…

1
Banking With Life Clients: In Their Own Words (Part 3) (BWL POD #0260) 31:58

8d ago31:58

31:58

In this episode, even more Banking With Life clients continue to share their discovery of the Infinite Banking Concept® and the lasting effects it has had on their financial mindset and approach. They speak to the long-term value of Nelson Nash’s teachings and how Becoming Your Own Banker continues to guide their decisions today. These stories are …

1
Revolution of Inclusion 36:33

12d ago36:33

36:33

Your host, Carrie Forbes brings on Ellie Duncan, a financial journalist and Head of Content at Open Banking Expo. They discuss Ellie's book "Open Banking and Financial Inclusion," which explores how open banking can drive financial inclusion. They highlight various case studies, including Kenya's M-PESA, Brazil's open banking regulations, India's U…

1
Infinite Banking & Nonprofits - Amber Bishop - (BWL POD #0259) 52:12

15d ago52:12

52:12

In this episode, James sits down with his friend Amber Bishop for a lovely conversation covering the Infinite Banking Concept® within family finance, business, real estate development and investing, and missionary work. As always, we hope you enjoy the episode, and thank you for listening! Make sure to like and subscribe to join us weekly on the Ba…

1
Taxes, Easter, and the Infinite Banking Concept® (BWL POD #0258) 19:08

22d ago19:08

19:08

In this episode, recorded on April 15th—Tax Day and Easter weekend—James shares a brief holiday special reflecting on federal income taxes and the Infinite Banking Concept® from a high-level perspective. It's a timely conversation blending current events with core financial principles. As always, we hope you enjoy the episode, and thank you for lis…

1
Powering Growth for MGM Resorts through Creativity and Marketing Innovation 17:26

24d ago17:26

17:26

At Adobe Summit, Sujit Menon (Cognizant Moment) and Giana Zelaya (MGM Resorts) explore how Adobe helps MGM personalize the guest experience. From breaking down data silos to real-time insights, discover how tools like Campaign, Analytics, and MMM are driving their digital transformation in hospitality.…

1
How to innovate and win the race for content velocity 12:30

24d ago12:30

12:30

Discover how Bimota’s iconic motorcycle brand was relaunched globally with the help of Adobe Edge Delivery Services. Sybrandt from Cognizant Moment and Aris from Kawasaki Motors Europe share how a small team built a fast, scalable, and engaging website—highlighting the power of speed, simplicity, and seamless integration within the Adobe ecosystem.…

1
AI-Powered Consumer Engagement: New Minds, New Markets 10:48

24d ago10:48

10:48

Cognizant's "New Minds, New Markets" study, examines the consumer perspective on artificial intelligence. The speakers emphasize how AI is poised to transform consumer engagement with brands, potentially more significantly than the internet's emergence. They highlight that consumers are already adopting AI for shopping and product experiences, nece…

1
Content Supply Chain Revolution: Speed and Efficiency 15:33

25d ago15:33

15:33

Cognizant Netcentric helped a global recreational vehicle leader overhaul their content supply chain to meet growing content demands. The client struggled with inefficient workflows, limited visibility, and slow asset approvals across disconnected systems. The solution expanded and integrated Adobe Workfront with Adobe Experience Manager Assets to …

1
Velocity Banking, Term Riders, IBC® Prep & Banking Control (BWL Q&A #51) 27:08

29d ago27:08

27:08

In today's Banking With Life Q&A, James answers questions such as, "Why dismiss velocity banking if it helps set the table for IBC?", "Is using a one-year renewable term rider a bad idea?", "What’s the core issue with refinancing and losing control of the banking function?", and more! As always, we hope you enjoy and thank you for listening! 1. 0:2…

1
Human-AI Collaboration: The Agentic Operating Model 21:36

1M ago21:36

21:36

This episode explores the "Agentic Operating Model"—a new approach that combines human creativity with AI precision to boost efficiency, innovation, and adaptability. Learn how this model fosters seamless collaboration between humans and AI to drive sustainable growth and shape a preferable future.By Cognizant Netcentric

1
Banking With Life Clients: In Their Own Words (Part 2) (BWL POD #0257) 46:03

1M ago46:03

46:03

In this episode, more Banking With Life clients continue to share their discovery of the Infinite Banking Concept® and how it has shaped their financial thinking and decision-making. They reflect on the real-world impact of applying Nelson Nash’s teachings and how Becoming Your Own Banker has influenced their lives. These stories are unscripted and…

1
OptiMax: Delivering More with Less Through Content Supply Chain Innovation 11:09

1M ago11:09

11:09

This Podcast addresses the challenge modern marketers face: the increasing demand for content and broader responsibilities alongside shrinking budgets. It introduces Adobe's solution, Gen Studio, an integrated platform leveraging tools like Edge Delivery Services for efficient content delivery and Workfront for workflow management, enhanced by Gene…

1
Banking With Life Clients: In Their Own Words (Part 1) (BWL POD #0256) 45:06

1M ago45:06

45:06

In this episode, several Banking With Life clients share their exposure to the idea that they could control the banking function in their lives using the Infinite Banking Concept®, as well as their practical experience with Becoming Your Own Banker as taught by the late Nelson Nash. These conversations are unscripted and shared in the clients’ own …

1
Hustle and Flow 45:22

2M ago45:22

45:22

Jamie Gerard, founder and CEO of Digital 2020, discusses his non-linear career path, emphasizing the importance of storytelling and authentic growth. He draws parallels between his business approach and hip-hop, focusing on impactful services and relationships. Jamie's journey from the public sector to entrepreneurship is marked by mentorship, self…

1
Remembering Conversations with Nelson Nash (Part 3) (BWL POD #0255) 34:40

2M ago34:40

34:40

In this episode, James continues his reflection on his journey with the Infinite Banking Concept in Part 3 of this special series. Through another collection of insightful clips, he delves deeper into how Nelson Nash's principles have shaped his practice and the lives of those he's served over the years. As always, we hope you enjoy and thank you f…

1
The Characters in the Play (BWL POD #0254) 42:43

2M ago42:43

42:43

In this episode of the Banking With Life podcast, James and Ryan revisit the C/D Sisters and "The Characters in the Play" in light of recent client conversations. As always, we hope you enjoy and thank you for listening! Watch the full episode here! ➫ bankingwithlife.com/learning-center/ Make sure to like and subscribe to join us weekly on the Bank…

1
Volvo Trucks: Automotive CMS Revolution with Adobe AEM 19:14

2M ago19:14

19:14

Volvo Trucks North America and Mack Trucks partnered with Cognizant Netcentric to revolutionize their automotive content management system (CMS).By Cognizant Netcentric

1
Volvo Trucks' Digital-Only Truck Launch with AEM Edge Delivery Services 17:36

2M ago17:36

17:36

Volvo Trucks North America sought to modernize its content management system to achieve faster content delivery and enhance editorial efficiency. Choosing Adobe's AEM Edge Delivery Services, they aimed for a cloud-based solution capable of future technological advancements. An unexpected requirement arose in 2024: a digital-only launch for their ne…

1
Revisiting Common IBC® Objections (Part 1) (BWL POD #0253) 52:56

2M ago52:56

52:56

In this episode of the Banking With Life podcast, James shares his thoughts on a comment left on episode #240, titled "Addressing Common IBC Objections". As always, we hope you enjoy and thank you for listening! Make sure to like and subscribe to join us weekly on the Banking With Life Podcast! ━━━ Become a client! ➫ www.bankingwithlife.com/how-to-…

1
Returning to IBC® at the Worst Time... and Still Winning! – Scott Stouder (BWL POD #0252) 1:21:00

2M ago1:21:00

1:21:00

In this episode of the Banking With Life podcast, James sits down with his friend Scott to discuss the capital-intensive startup of a business just prior to COVID and the "mad scientist" of 2005. As always, we hope you enjoy the episode and thank you for listening! Make sure to like and subscribe to join us weekly on the Banking With Life Podcast! …

1
James Neathery on the "Paul Julian and Friends" Podcast - Paul Julian - (BWL POD #0251) 1:07:01

3M ago1:07:01

1:07:01

In this episode of the Banking With Life podcast, James joins his friend Paul Julian on the "Paul Julian and Friends" podcast. Paul has been both a friend and a client for over 12 years, and together they discuss all things Infinite Banking. As always, we hope you enjoy and thank you for listening! Paul Julian and Friends: ➫ media.rss.com/pauljulia…

1
The Power of Patient Capital - Greg - (BWL POD #0250) 1:20:09

3M ago1:20:09

1:20:09

In this episode of the Banking With Life podcast, James sits down with his friend Greg as he shares his preference for patient capital. They discuss how he has financed three cars and is working on a joint venture with his son. As always, we hope you enjoy the episode and thank you for listening! Make sure to like and subscribe to join us weekly on…

1
Capital Is the Core (BWL POD #0249) 32:35

3M ago32:35

32:35

In this episode, James & Ryan discuss how capital is the core of financial strategy and the peace of mind that comes with being properly capitalized. As always, we hope you enjoy, and thank you for listening! Watch the full episode here! ➫ https://bankingwithlife.com/learning-center/ ➫ https://www.griggscapitalstrategies.com/ Make sure to like and …

1
The Practicality of Banking With Life (Part 2) - Michael - (BWL POD #0248) 1:09:42

3M ago1:09:42

1:09:42

In this episode of the Banking With Life podcast, Michael joins us once again for Part 2! James and Michael continue their deep dive into the practical aspects of becoming your own banker and controlling the banking function. As always, we hope you enjoy and thank you for listening! ━━━ Become a client! ➫ www.bankingwithlife.com/how-to-fast-t…ur-ow…

1
James Neathery on the "Infinite Banking Initiative" Podcast - David & Leigh - (BWL POD #0247) 1:07:08

4M ago1:07:08

1:07:08

In this episode, James is a guest on the relatively new Nelson Nash Institute Podcast: Infinite Banking Initiative, hosted by David Stearns and Leigh Barganier. David, Nelson Nash’s son-in-law, is the president of Infinite Banking Concepts, LLC and a co-director of the Nelson Nash Institute. Leigh, David’s daughter and Nelson Nash’s granddaughter, …

1
TRAILER 1:24

4M ago1:24

1:24

By Rockstar Advisory

1
The Practicality of Banking With Life (Part 1) - Michael - (BWL POD #0246) 1:09:23

4M ago1:09:23

1:09:23

In this episode of the Banking With Life podcast, Michael joins us once again! This time, James and Michael dive into some practical aspects of becoming your own banker and controlling the banking function. Join us next week for Part 2. As always, we hope you enjoy and thank you for listening! Michael's Previous Episodes: ➫ www.youtube.com/watch?v=…

1
The Myth of Non-Direct Recognition - Road Noise with Hutch 24:48

4M ago24:48

24:48

The biggest myth of Infinite Banking is the whole phenomenon of Non-Direct Recognition loans. For years, we've been dispelling the BS that Non-Direct Recognition is a means of siphoning continuous arbitrage off a well-capitalized insurance company. Both things can't be true, right? Anyway, new evidence has come to light validating our stance, and t…

1
Celebrating 50 Episodes! (BWL Q&A #50) 52:10

4M ago52:10

52:10

In today's special 50th episode of the Banking With Life Q&A series, James celebrates this milestone by revisiting some of the most compelling questions from past episodes. We’ve compiled questions into five categories: FAQs About Infinite Banking, Misconceptions and Myths, Real-Life Applications, The Most Thought-Provoking, and Honorable Mentions.…

1
How Free Do You Want to Be? (BWL POD #0245) 1:23:15

4M ago1:23:15

1:23:15

In this episode, Ryan and I discuss the centrality of the banking function, the locus of control, and revisit the legal contractual question of who benefits from the provision and repayment of credit. As always, we hope you enjoy, and thank you for listening! Make sure to like and subscribe to join us weekly on the Banking With Life Podcast! ━━━ Be…

1
Celebrating 500 Episodes: Favorite Moments, Marketing Lessons, and What’s Next With Kirk Lowe (Ep. 500) 51:39

4M ago51:39

51:39

All good things must come to an end. In this special milestone episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe celebrate their 500th — and surprise! — final episode with you. Reflecting on seven years of podcasting, they share behind-the-scenes stories, valuable marketing lessons, and a heartfelt appreciation for their lis…

1
Welcoming 2025! (BWL POD #0244) 1:15:59

4M ago1:15:59

1:15:59

In this special New Year episode of the Banking With Life Podcast, James sits down with his son Jake to reflect on all the memorable experiences and events of 2024. Together, they share insights into the highlights of the past year and look ahead with excitement to what 2025 has in store. Happy New Year to you and your family! The future is bright,…

1
Future-Proof Your Practice: Marketing Predictions Advisors Can’t Ignore for 2025 With Kirk Lowe (Ep. 499) 41:07

5M ago41:07

41:07

It’s time to gaze into our crystal ball once again. 🔮 In this episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe share their predictions for successful marketing in 2025, tackling topics every advisor needs to hear. From leveraging AI to streamline workflows while maintaining a human touch, to the necessity of creating authen…

1
Joy to the World, IBC® is Here CHRISTMAS SPECIAL 2024 (BWL POD #0243) 37:21

5M ago37:21

37:21

Merry Christmas! In this special episode of The Banking With Life Podcast, James explores some of the gifts that truly keep on giving and dives into a common statement he often hears: "I’m a visual person." He discusses what listeners might want to visualize—like the interest—and uses mortgages as an example to illustrate the concept. The team at J…

1
Turning Education Into Trust: How Advisors Can Win Clients With Carrie Roso (Ep. 498) 29:37

5M ago29:37

29:37

Let’s face it — nobody wants to be sold to. But you know what people love? Learning something that changes their perspective and adds real value to their lives. That’s how relationships are built. In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Carrie Roso—Director of Marketing at FMT Solutions—about how financial advis…

1
Remembering Conversations with Nelson Nash (Part 2) (BWL POD #0242) 28:22

5M ago28:22

28:22

In this episode, James continues his reflection on his journey with the Infinite Banking Concept in Part 2 of this special series. Through a compilation of memorable clips, he explores how Nelson Nash's principles have influenced his practice and the lives of those he's worked with over the years. Join James as he honors Nelson’s teachings and lega…

1
Advisor Marketing Plan, Part 3 : Expand Your Reach and Influence With Kirk Lowe (Ep. 497) 33:33

5M ago33:33

33:33

Your marketing approach shouldn’t just reach an audience. It should transform that reach into meaningful engagement, referrals, and partnerships. In part three, Matt Halloran and Kirk Lowe guide listeners through the essentials of years two and three of a long-term marketing plan. This installment builds on the foundation laid in the previous episo…

1
Addressing Common IBC® Objections (Part 2) (BWL POD #0241) 45:57

5M ago45:57

45:57

In this episode, James continues addressing common objections and initial pushback often encountered when discussing the Infinite Banking Concept®. Building on Part 1, he provides further clarity and practical insights for both newcomers and those already exploring the idea. As always, we hope you enjoy, and thank you for listening! Watch the Part …

1
What about Bitcoin & Crypto? - Road Noise with Hutch 25:02

5M ago25:02

25:02

Hear Hutch's perspective on digital assets and how it fits into privatized banking. Download the ultimate guide to using Whole Life for Infinite Banking: 📃 https://bankingtruths.com/the-ultimate-guide-to-understanding-your-whole-life-policy-for-infinite-banking-ibc/?utm_source=youtube&utm_medium=channel&utm_campaign=hrn Learn more about the "4-D Ba…

1
Advisor Marketing Plan, Part 2: Achieve Escape Velocity With Kirk Lowe (Ep. 496) 34:54

5M ago34:54

34:54

In this episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe continue their multi-part series on building a powerful influence marketing strategy In part two, they explore the concept of “escape velocity,” using the analogy of a rocket launch to explain how you can propel your influence beyond the foundational work covered in t…

1
Addressing Common IBC® Objections (Part 1) (BWL POD #0240) 44:18

5M ago44:18

44:18

In this episode, James tackles common objections and initial pushback that often arise when discussing the Infinite Banking Concept®. He addresses these comments head-on and provides clarity for both newcomers and those more familiar with the idea. Join us next week for Part 2. As always, we hope you enjoy, and thank you for listening! Watch the re…

1
Advisor Marketing Plan, Part 1: Building Your Foundation for Influence With Kirk Lowe (Ep. 495) 28:40

6M ago28:40

28:40

What foundational steps should you take in the first year to build your influence through content marketing? In this episode — Part one of three — Matt Halloran is joined by ProudMouth CEO Kirk Lowe to unveil the secrets to building a powerful influence marketing strategy. Tune in as they guide you through every step of the journey, sharing proven …

1
Giving Thanks & Sharing Gratitude - Thanksgiving Special - (BWL POD #0239) 1:07:45

6M ago1:07:45

1:07:45

In this special Thanksgiving episode, James shares the things he is most thankful for this year, along with heartfelt messages from some of our amazing clients. As Thanksgiving is celebrated, warm wishes are sent to all listeners. This episode is filled with gratitude and meaningful reflections. As always, thank you for listening, and have a happy …

1
How Aligning Life and Money Changes Everything With Dr. Preston Cherry (Ep. 494) 29:23

6M ago29:23

29:23

We often talk about wealth and wellbeing interchangeably, as though they’re the same thing. They’re not. In this episode of the Top Advisor Marketing Podcast, Dr. Preston Cherry, Founder of Concurrent Financial Planning and a leading voice in the industry, shares insights on behavioral finance, his philosophy of aligning life and money, and how his…

1
Mutual Insurers, Tax Implications, & Whole Life Benefits (BWL Q&A #49) 26:55

6M ago26:55

26:55

In today's Banking With Life Q&A, James answers questions such as, "Which mutual insurers have the best dividend payout records?", "What are the tax implications of transferring a policy to my child abroad?", "What business benefits of whole life insurance are often overlooked?", and more! As always, we hope you enjoy and thank you for listening! 1…

1
Break the Cycle: How Advisors Can End Start-and-Stop Marketing for Good With Kirk Lowe (Ep. 493) 36:56

6M ago36:56

36:56

Green light, red light, green light, red light. In this special replay episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe unwrap one of the biggest challenges financial advisors face: the dreaded cycle of start-and-stop marketing. This unproductive pattern keeps too many advisors from building the momentum they need to mainta…

1
2024 BWL Event Review (BWL POD #0238) 1:43:50

6M ago1:43:50

1:43:50

In this episode, James and Jake reflect on the October 2024 Banking With Life Event. They share highlights from the speakers, the attendees, and the memorable moments that made the event so enjoyable. As always, we hope you enjoy, and thank you for listening! Make sure to like and subscribe to join us weekly on the Banking With Life Podcast! ━━━ Be…

1
Engage, Retain, and Grow: Using Behavioral Finance to Build Lasting Client Relationships With Brian Portnoy (Ep. 492) 28:44

6M ago28:44

28:44

What if there was a way to make every client meeting feel more personal, engaging, and trust-building? In this episode of the Top Advisor Marketing Podcast, Matt Halloran welcomes Brian Portnoy — an expert in behavioral finance and founder of Shaping Wealth — to explore how financial advisors can make their practices more impactful by focusing on h…

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