Shows
The FintapeThe Do’s, Don’ts, and Disasters of Financial Conferences with Dr. Craig LemoineHave you ever been to a wealth management conference that felt more like a marathon than a meeting?Brodrick Lothringer and Dr. Craig Lemoine sat down to talk about what really makes a great industry event, from the sessions that actually teach you something new to the networking that doesn’t end in regret.They swap stories from the road (including a blizzard in Iowa and one unforgettable Florida grocery store-turned-nightclub) and share a few unfiltered lessons every advisor should take to heart before booking their next conference ticket.It’s smart, funny, and...
2025-10-0829 minThe FintapeTaking Care of Business with Shannon SpotswoodShannon Spotswood has a story that doesn’t fit in a straight line—and that’s exactly what makes it good. From hedge funds and IPOs to launching a kids’ clothing brand out of her garage, and now leading RFG Advisory, she’s been building things her whole career.In this conversation, Shannon talks about the pivots that changed her path, the culture she’s protecting at RFG, and why independence matters more than ever for advisors. She also shares how balance, growth, and even a little Motown have shaped the way she takes care of business.Shannon Sp...
2025-09-3033 min
Land & Everything Else49. Is Going to Conferences Worth It? with Brodrick LothringerFinancial conferences can be game-changers for advisors, but they can also be overwhelming. In this episode, PodPony founder Brodrick Lothringer talks about what makes these gatherings valuable, where they fall short, and why showing up ready to learn matters.This conversation covers the mix of association, custodial, and newer conferences like Future Proof and T3, while also digging into the culture that surrounds them, from late-night networking marathons to the challenges of keeping events professional. Topics we cover:Which events stand out in the wealth and land spaceThe role of alcohol, ego, and behavior a...
2025-09-1830 minThe FintapeIntegrity, AI & The Future of Advice with Suzanne SiracuseSuzanne Siracuse has seen this industry in every shade; back when “advice” was a stock tip over lunch, through the print-to-digital chaos, and into today’s AI-everywhere landscape. She didn’t just watch it happen. She helped shape it.In this episode, Suzanne talks about the hustle of starting something from scratch, the mess and magic of media, and why the best advisors roll with change instead of fighting it. Suzanne SiracuseNet Positive WealthBrodrick Lothringer on LinkedInEric Leeper on LinkedInPodPonyFP TransitionsTo learn more about PodPony and how we help thought leaders tell their stories through c...
2025-09-1635 minThe FintapeThe Blah Blah Blah Problem of Wealth Management with Jim DicksonWhat separates a “lifestyle practice” from a true growth enterprise? According to Jim Dickson, founder of Elevation Point, it’s fire in the belly, not just lip service to growth. In this episode, Brodrick digs into what it really takes to scale an advisory firm: organic growth, digital marketing that actually works, and the dream-team support that fuels it all.They cover why too many advisors still blend into the sea of blue suits, how niching down beats being a generalist, and why the next decade will belong to firms that embrace tech, marketing, and AI. Plus, Jim sh...
2025-09-1015 minThe FintapeThe Human Element in Financial Marketing: How Matt Seitz Chose Positivity Over PainWhat if marketing isn’t just about getting leads, but about truly educating and connecting with people? In this episode, Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, explains why thought leadership, authentic storytelling, and education matter more than flashy sales tactics.Matt also shares his personal story of living with chronic pain and how a mindset shift toward gratitude shaped his career—and his approach to helping advisors build trust with clients.If you’re ready to see marketing as more than numbers and clicks, this episode will change how you think about your pr...
2025-09-0319 minThe FintapeAuthenticity Over Algorithms: Mark Newfield on Building a Practice That LastsIn this episode, Brodrick talks with Mark Newfield, CFP(R) RICP(R), of Journey Strategic Wealth about why authenticity is the ultimate business development strategy.Mark’s story defies the odds: from auto mechanic, to Accenture consultant, to launching an advisory career at 45, he proves resilience and kindness can outpace even the flashiest marketing playbook. His motto? “You can’t fail if you refuse to quit.”We dive into why financial advice is still a human behavior business, how creating thoughtful content can act as an “attraction engine,” and why your unique voice—not AI-generated sameness—is th...
2025-08-2626 minThe FintapeWhy Advisors Have Turned From Hunters to Farmers with Jim GoldBrodrick and Eric sat down with Jim Gold, co-founder of Steward Partners, to talk about the one thing every advisor knows they should deal with… but most kick down the road anyway: succession.Advisors used to be hunters, now they’re farmers. Great for relationships, not so great when it’s time to hand over the keys. Jim lays out what really happens when billion-dollar practices get stuck in the tar pit, when firms buy you out and erase your name, and when day two after the deal doesn’t look anything like you thought it would.Thi...
2025-08-2118 min
The BiztapeMeg Carpenter on Marketing That Actually WorksMeg Carpenter didn’t exactly plan to become one of the most recognized marketers in financial services — unless you count “I’ll take any paid internship” as a plan. Thirteen years later, she’s running a firm that’s shaking up how advisors think about growth, brand, and what “strategy” actually means.In this episode, she touches on:Crafting a marketing strategy that’s more than just busyworkSpeaking in a voice your clients actually want to hearUsing AI without sounding like, well… AIIf you’ve ever wondered why some advisors seem magnetic while others fade into the wallpaper...
2025-08-1538 min
How Did We Get Here?37. From Door-to-Door Sales to the Front Seat at PodPony with Brodrick LothringerWhen the founder of your podcast studio becomes the guest, you know it’s going to be something special.In this season finale, we sit down with Brodrick Lothringer, who believed in this show when it was just a conversation starter, and who quietly built something extraordinary. From selling toys door-to-door as a kid to navigating the loss of his home while launching a business, Brodrick's story is one of trust, process, and faith.He didn’t just build a company. He built a place where creatives are seen, clients are heard, and storytelling becomes sacr...
2025-08-1454 minThe FintapeWhat to Do When Growth Becomes the Problem with Michael KitcesIn this episode of The Fintape, Brodrick and Eric talk with Michael Kitces about a surprising challenge—the moment when growth becomes the problem.Kitces explains why what most firms call a “talent gap” is really a “training gap,” and how many advisors hit a crossroads where they must decide between staying client-focused or stepping into full-on business management. From the hidden costs of growth to the self-awareness it takes to scale without losing yourself, this episode is one advisors should hear before their own success forces a difficult choice.Michael Kitces on LinkedInMichael’s BlogFocus P...
2025-08-1230 minThe FintapeCowboy Ethics in Modern Wealth Management with JC AbusaidIn this episode of The Fintape, Brodrick sits down with JC Abusaid, CEO and President of Halbert Hargrove, to unpack how a $3.5 billion wealth management firm has built a century-long legacy on trust, transparency, and client-first values.He shares his journey from Bogota, Colombia, to almost giving up on the American dream, to leading a firm where “a handshake seals the deal.” JC shares how Cowboy Ethics have shaped everything—from voluntarily undergoing third-party audits to pioneering their unique Life-Phase Investing methodology.If you want to see what true integrity in wealth management looks like, this i...
2025-08-0522 minThe FintapeRun Into the Fire: Embracing AI and Data in Wealth Management with Jud MackrillIn this episode of The Fintape, Brodrick and Eric sit down with Jud Mackrill, co-founder and CEO of Milemarker, to explore how wealth management firms can harness their data to scale smarter, serve better, and outpace the competition.With over two decades in the industry—including leadership roles at Orion and Carson—Jud shares how Milemarker helps firms unify their technology stack through a powerful, quickly deployed data lake solution. In this conversation:How Milemarker helps firms scale without adding headcountWhy AI and automation are the new battlegrounds for advisory successThe mindset shift advisors need...
2025-07-2923 minThe FintapeHow to Help Keep Clients for Life: Dr. Jordan Hutchison on Niche, Clients, and TechIn this episode of The Fintape, Brodrick talks with Dr. Jordan Hutchison, Vice President of Technology and Operations at RFG Advisory, about how advisors can grow faster by focusing on a niche, building stronger client relationships, and using technology the right way.Jordan shares why serving a specific group helps advisors stand out and grow faster. He also explains the small habits that help firms keep clients, like engaging both partners in every meeting, and how to avoid wasting time on flashy but unhelpful tech.For advisors who want to grow, keep clients happy, and...
2025-07-2428 minThe FintapeWhy Relationships Drive Success with Kelly GallimoreIn this episode of The Fintape, Brodrick sits down with Kelly Gallimore, ChFC®, CES®, a former bank teller turned advisory firm co-founder and now Culture Officer at Merit Financial Advisors.Kelly’s journey is anything but linear—and that’s what makes it so valuable. From stepping away to raise a family, to re-entering the workforce, to launching a firm built on deep relationships and client trust, her story shows what’s possible when you lead with values.In this conversation:- Why your real differentiator isn’t your AUM—it’s your authenticity...
2025-06-1728 minThe FintapeGood Service Over Good Performance with Seeds InvestorIn this episode of The Fintape, we get real about what it takes to grow—and why most advisory firms get stuck. Brodrick and Jamie are joined by Zach Conway and Kelsey McKenna of Seeds Investor to unpack the hard truth: clients don’t stay for performance, they stay for service.If you’re pitching portfolios like a product shelf, while claiming to deliver “personalized planning,” you’re missing the mark. Zach and Kelsey break down:- Why investment management isn’t, but should be, client-centric- The startup mindset that keeps you focused when e...
2025-06-1035 minThe FintapeLand, Crypto, and Beyond with Dr. Craig Lemoine and Ailie ElmoreThe world of alternative investments is opening up like never before, but with new opportunities come big questions. Should your clients invest in farmland? Crypto? Opportunity Zones?Dr. Craig Lemoine & Ailie Elmore break it down:- What a liquidity premium really means- How AI & automation are reshaping wealth management- The tax advantages of investing in Opportunity Zones- Why farmland could be a hedge against inflation Connect with us below!Dr. Craig Lemoine on LinkedInAilie Elmore on LinkedInThe Land & Everything Else Podcast on YouTubeThe L...
2025-06-0342 minLand & Everything Else41. Illiquidity Isn’t the Enemy: Rethinking Risk, Reward, and Romance in Alts with Brodrick LothringerIn this episode, we unpack the emotional baggage, regulatory blind spots, and real-world complexity that make alternative investments both fascinating and frustrating.From farmland and fractional art to NFTs and Opportunity Zones, Dr. Craig Lemoine, Ailie Elmore, and Brodrick Lothringer explore what it takes to move beyond the standard portfolio. They explain why liquidity isn't always your friend, how client education can bridge the alt knowledge gap, and why holding onto "Meemaw's peach orchard" might not be the best investment strategy. If you've ever wondered why alternatives are so misunderstood, this is the conversation that brings clarity...
2025-05-2944 minThe FintapeSecurity, Privacy, and Productivity in AI with John ConnellIn this episode recorded live from Miami, Brodrick and special co-host Jamie Hopkins are joined by John Connell, Co-founder and CEO of Focal, who shares how AI agents are doing more than ever: filling forms, updating CRMs, and giving advisors back up to 15 hours a week.John says this isn’t about replacing humans. It’s about freeing advisors up to focus on what matters most—their clients.Connect with us below!John Connell on LinkedInFocalJamie Hopkins on LinkedInBrodrick Lothringer on LinkedIn To learn more about PodPony and how we help thought leaders tell th...
2025-05-2725 min
FinServ Podcast25. How AI Agents Are Changing the Game for Financial Advisors with John ConnellIn this episode, Jamie and special co-host Brodrick Lothringer explore how artificial intelligence is reshaping the future of financial advising—with insight from John Connell, Co-founder and CEO of Focal.While many tools promise efficiency, Focal delivers real transformation: AI agents that work across platforms—planning tools, CRMs, and more—to take real action, not just notes. With up to 15 hours saved each week, advisors can grow their client base and focus on the human side of the business.John also explains how Focal is tackling critical concerns around data privacy and compliance through stateless design...
2025-05-2726 minThe FintapeThe One Skill Financial Advisors Shouldn't Ignore with Brandon McFaddenIn this episode, Brodrick and special co-host Jamie Hopkins explore what’s really holding financial advisors back—with insight from Brandon McFadden, CWS®, AIF®, MBA , Wealth Director and Vice President at Bryn Mawr Capital Management.While industry events often focus on better prospecting or marketing tactics, Brandon points to something more foundational: most advisors simply don’t ask for what they need. From clear communication with clients to directly requesting referrals, success often comes down to asking confidently and specifically.We talk about why communication is the make-or-break skill in financial advising, how to build trust fa...
2025-05-2133 minFinServ Podcast24. From Assumptions to Assertions: How Advisors Achieve Their Next Level with Brandon McFaddenIn this episode, Jamie and special co-host Brodrick Lothringer explore what’s really holding financial advisors back—with insight from Brandon McFadden, CWS®, AIF®, MBA , Wealth Director and Vice President at Bryn Mawr Capital Management.While industry events often focus on better prospecting or marketing tactics, Brandon points to something more foundational: most advisors simply don’t ask for what they need. From clear communication with clients to directly requesting referrals, success often comes down to asking confidently and specifically.We talk about why communication is the make-or-break skill in financial advising, how to build trust fa...
2025-05-2133 minThe FintapeTime is Money: AI's True Potential in Wealth Management with Arnulf HsuIn this episode, we take a look at how artificial intelligence is changing the day-to-day work of financial advisors with Arnulf Hsu, CEO of GReminders. From scheduling meetings to preparing for client conversations, tools like GReminders aim to simplify time-consuming tasks and help advisors stay focused on client service and business growth. But is there a downside to AI assistants?We discuss how these tools work, what they offer, and what they might mean for the future of client service in wealth management. Connect with us below!Arnulf Hsu on LinkedInGRemindersBrodrick Lothringer on LinkedIn ...
2025-05-1326 minThe FintapeByte-Sized Progress: How Technology Reshapes Financial Advising with Vickie LewinVickie Lewin has seen it all—paper files, dial-up, and now AI. With 35 years in finance, she shares how advisors can upgrade tech without getting overwhelmed. Start small, stay consistent, and focus on tools that make life easier for you and your clients. Plus, why AI is like the internet all over again—and why women absolutely belong in this business.Connect with us below!Vickie Lewin on LinkedInAmplifyBrodrick Lothringer on LinkedIn To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.>>...
2025-04-1035 minThe FintapeMain Street vs. Wall Street with Dale BrownRegulations are shaking up financial advice, and Dale Brown isn’t holding back. As CEO of Financial Services Institute, he’s fighting to keep advice accessible for everyday Americans.In this conversation, Dale breaks down how new rules could disrupt independent advisors, why trust in finance needs rebuilding, and what the future holds for the industry. If you care about financial freedom, this one’s for you!Connect with us below!Dale Brown on LinkedInFinancial Services InstituteJamie Hopkins on LinkedIn FinServ Foundation Brodrick Lothringer on LinkedIn To learn more about PodPony and how we help t...
2025-04-0323 minThe FintapeThe AI Advantage: How to Turn Data into Your Competitive Edge with Devon DrewAI is everywhere, but are you actually ready for it? Devon Drew, Founder & CEO of AssetLink, explains what it takes for advisors and firms to leverage AI effectively. Devon breaks down why the future of AI starts with data unification, not algorithms. He shares how most firms are nowhere near ready for true AI adoption and what that means for staying competitive.You will hear:Why AI is useless without clean, unified dataHow AI can supercharge client relationships—without losing the human touchWhat "client relationship intelligence" really means—and why it’s the future of biz...
2025-03-2022 minThe FintapeThought Leadership vs. Content Marketing: Why Being Provocative Wins with Johnny SandquistJoin us as we chat with Johnny Sandquist as they get real about what’s working—and what’s not—in content marketing today. From why most “thought leadership” misses the mark to the debate over AI’s role in content creation, we break down why good marketing is like an index fund (hint: consistency wins). We also tackle building community vs. chasing followers, the rise of AI avatars, and how content consumption is already shifting thanks to TikTok and AI search. If you’re serious about creating content that actually connects, this one’s packed with insights...
2025-03-1941 minThe FintapeHow Storytelling Can Transform Your Marketing Strategy with Matt AckermannStorytelling shapes the way we connect with our audiences through marketing. With insights from Matt Ackermann, we explore how authentic storytelling builds community and engages viewers.Key Takeaways:- The importance of storytelling in marketing- The role of authenticity in brand connection- The evolution of content creation in the podcasting era- Techniques for effective storytelling- Balancing technology and personal touchConnect with us below!Matt Ackermann on LinkedInIntegrated PartnersBrodrick Lothringer on LinkedIn To learn more about PodPony and how w...
2025-03-1826 minThe FintapeNo Shortcuts: Why Marketing, Content, and Community Matter with Tony StichOn this episode, we discuss the power of community at The MarketCounsel Summit, where finance professionals connect organically and share insights. This conversation touches on the evolution of financial advice and how technology can augment human-centered approaches.Key Takeaways: • Why The MarketCounsel Summit is unique in the finance industry• Networking as a valuable tool for growth and development• The significant shift towards personalized financial advice• How technology and AI are reshaping the advisory landscape• Strategies for advisors to enhance their marketing and client engagementFor more insigh...
2025-03-1731 minThe BiztapeData-Driven Success in E-Commerce with Jennifer DiMottaJennifer DiMotta shares how she went from biochemical specialist in the Army Reserves to scaling online businesses like Sports Authority from $50M to $250M. She breaks down what really drives growth: Smart, efficient operations Happy customersData-driven decisions (not emotions)Plus, how platforms like Shopify opened the doors for everyday entrepreneurs and how Gen Z is changing how we all shop.Connect with us!Jennifer DiMotta on LinkedInUprisorsDiMotta ConsultingBrodrick Lothringer on LinkedInTo learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below....
2025-03-1352 minThe FintapeKaizen and Dynamic Growth with Kay Lynn MayhueOn this episode we’re joined by Kay Lynn Mayhue, President of Merit Financial Advisors, who shares how continuous improvement (kaizen) drives success. In just four years, Merit completed 29 M&A deals while simultaneously achieving organic growth and talent retention.Beyond finance, Merit builds a people-first culture, inspired by Southwest Airlines and Chick-fil-A, to enrich both clients and employees. Kay Lynn also dives into project management, digital marketing, and leadership strategies shaping the future of financial advising.Don’t miss this inside look at Merit's culture!Connect with us below!Kay Lynn Mayh...
2025-03-0535 minThe FintapeThe Art of a Good Podcast with Michael BatnickWhat goes into making a worldwide Top 100 podcast? This episode we’re joined by Michael Batnick, Managing Partner at Ritholtz Wealth Management, to break down the key elements of a successful podcast in the financial space. Key Takeaways: • Michael’s origin story and the evolution of his podcast• The importance of authenticity and relatability in connecting with listeners• Audience feedback and pivoting• The role of hard work, consistency, and passion in achieving successConnect with us below!Michael Batnick on LinkedInAnimal Spirits Podcast on SpotifyThe Compound and Friends Po...
2025-03-0433 minThe BiztapeFrom Soil to Startup: How Tech is Shaping Farming with Josh JeskeOn this episode of the Biztape, Josh Jeske, founder of Terraform Tillage, shares how he created a technology that improves soil management and agriculture sustainability. Through his innovative app and understanding of soil compaction, Josh is already hurtling through the startup stages and talks with Brodrick about the successes and growing pains of being a business owner. Key Takeaways:• How Josh developed an app for real-time soil compaction mapping• Balancing tradition with technological innovation in agriculture• Overcoming challenges in entrepreneurial growth• Future aspirations for Terraform Tillage and its impact on the in...
2025-02-1121 minThe BiztapeHow the California Fires Will Impact Your InsuranceIn this episode, Brodrick and Zach talk about the devastating impact of the recent LA wildfires, examining the lasting financial and emotional toll on communities. From rising insurance premiums to government mismanagement, they tackle the hard-hitting questions: Who is responsible? How can communities prepare for the next disaster? And what does the future of wildfire recovery look like in America? Key Takeaways:• The financial and emotional toll on displaced families• Why insurance companies are raising premiums (and if they’re prepared)• Government failures and public safety concerns• Social media’s role in com...
2025-02-0330 minThe FintapeVideo Marketing and Storytelling in Financial Services with Laura GarfieldAs the wealth transfer grows, the need for financial advisors to connect meaningfully with younger generations is more important than ever. Our guest Laura Garfield discusses how storytelling and effective video marketing can build engagement, trust, and a lasting impact in financial services.Key Takeaways:• The concept of ‘What’s in it for me’ in client storytelling• Importance of authentic storytelling over self-promotional content• Performance coaching for advisors to improve on-camera presence• Engaging millennials and Gen Z through tailored approaches• Adapting content to the rapidly changing digital landscape...
2025-02-0130 minThe FintapeStreamlining 401k Transfers for a Brighter Retirement with Anuraag TripathiManifest brings cutting-edge change to the 401(k) transfer process, empowering individuals to manage their retirement savings easily. Anuraag Tripathi shares insights on technological innovations, user experience, and the importance of support in achieving financial wellness.Key takeaways: • Manifest's unique plan-to-plan transfer tool for 401(k) accounts• Enhancing user experience in the transfer process• Relevance of 401(k) vs. IRA transfers and their benefits• How Manifest leverages technology and AI to improve services• Building confidence through strong user support and communicationConnect with us below!Anuraag Tripathi on LinkedIn...
2025-01-3120 minThe FintapeWhy Your Employer Health Plan is Failing You with Pat Moore and Jeff CullenIn this episode, we explore the critical intersection of healthcare costs and financial security in the workplace. Pat Moore and Jeff Cullen join Brodrick at the Wealth@Wor(k) conference to explain how employer decisions around health benefits can significantly impact employees' financial health, pushing for more informed choices and transparent systems.We get into: • The urgent need for better, optimized health plans for employee retention• Exploring how healthcare decisions can undermine financial independence• Employer challenges in navigating healthcare and retirement decisions• Fiduciary responsibilities introduced by recent legislationConnect...
2025-01-2829 minThe FintapeHow Much Should You Save For Emergencies? with Sid PaillaIn this episode, we’re talking with Sid Pailla, CEO of Sunny Day Fund. In addition to a lot of sports references and analogies, Sid and Brodrick discuss:• The importance of emergency savings for financial stability• Setting realistic and achievable emergency savings goals• The average costs of financial emergencies• The psychological aspects of financial preparedness• The intersection of insurance and savingsConnect with us below!Sid Pailla on LinkedInSid Pailla on XSunny Day FundBrodrick Lothringer on LinkedIn To learn more about PodPony and how we help thought...
2025-01-2716 minThe BiztapeBreaking Barriers in Land Valuation with Carter Malloy and Ben MaddoxToday Brodrick is joined by the minds behind Acres, a tech platform that is transforming the land investment sector by integrating technology and customer feedback to provide accessible land valuation data for professionals. This episode discusses the importance of building strong relationships through advice, the role of culture in business, and future land applications.Key Takeaways:• The challenges in traditional land valuation• Asking for advice over feedback• Building a strong company culture and team dynamics• Future trends and pressures on land usageConnect with us!Carter Malloy o...
2025-01-2733 minThe Fintape"Financial Literacy" Makes No Sense with Dr. Colin SlabachCan AI replace your financial advisor? Dr. Colin Slabach, clinical assistant professor at NYU, explains how this is a possibility while sharing his journey from Illinois to NYU. One thing’s for sure, AI couldn’t have generated this conversation. Brodrick and Colin run the gamut of topics, including the unique investment mentality of pro athletes, and Colin’s passion for behavioral finance and retirement planning. We also tackle the pandemic's impact on risky investment habits and financial “literacy” in the digital age. Colin highlights how public speaking, emotional intelligence, and adaptability are key skills for advisors...
2025-01-2228 minThe BiztapeIntertwining Fashion and Finance with Brittany MasonToday, Brodrick is joined on The Biztape by Brittany Mason, Chief of Staff at Banríon Capital Management. She shares her extraordinary journey from modeling and pageantry to the finance industry. Brittany reveals the challenges and triumphs she faced along the way, including:• Experiences and insights from modeling in New York• The power of pageantry in young women's lives, both for good AND bad.• Confronting personal and professional adversity during a crisis• Discovering a passion for finance and entrepreneurship• Advocating for ethical leadership and community support in the modeling worldConnect with us!
2025-01-201h 13The FintapeCultivating an Impactful Community with Brian HamburgerIn this episode, Brian Hamburger joins us from the MarketCounsel Summit to talk about:Building a supportive communityAddressing key areas often overlooked by financial advisors.Examining future challenges within the RIA space.Why an invite-only summit format enhances value and intimacy.Don’t miss this conversation about fostering trust and innovation in wealth management.Connect with us below!MarketCounselHamburger LawBrian Hamburger on LinkedInBrian Hamburger on TwitterBrodrick Lothringer on LinkedIn To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.>> Pod...
2025-01-0725 minThe BiztapeHow AT&T’s Ultimatum Will Impact the American Workforce with Kara CuddiganIn this episode, Kara Cuddigan of Commerce Village joins us and dives into the post-pandemic work shift. We explore how co-working spaces are redefining professional balance. We tackle AT&T’s return-to-office mandate and its broader implications, from logistical hurdles to the emotional toll on employees navigating tough choices. Hear insights on working mothers, tech leaders’ stances, and how societal shifts are reshaping our work-life narrative. Connect with us!Commerce Village on FacebookCommerce Village websiteBrodrick Lothringer on LinkedInZach McDonald on LinkedInClay Pigeon CommunicationsTo learn more about PodPony and how we help thought leaders tell their...
2025-01-0734 minThe FintapeHow Are Tech and Data Changing Financial Services? with Tom RiemanHow can financial advisors stay human in a tech-driven world? At the Wealth Management Edge conference, Tom Rieman helps us explore how decision science helps advisors build trust, stand out, and grow. Brodrick shares what clients really want—honesty, connection, and guidance. We also dig into how data is transforming financial services, from improving accountability to avoiding over-reliance. With real-world analogies and practical tips, this episode is packed with ideas to help advisors focus on what matters most—their clients.Connect with us below!Tom Rieman on LinkedInPractice IntelBrodrick Lothringer on LinkedIn To learn...
2024-12-1727 minThe BiztapeStanding Out as an E-Commerce Entrepreneur with Mark HasebroockJoin us as we chat with Mark Hasebroock, founder of Dundee Venture Capital, whose entrepreneurial journey started with selling moccasins in college and led to revolutionizing e-commerce. From dye-stained shoes to Walmart acquisitions, Mark’s story is packed with humor, resilience, and game-changing lessons on adapting, scaling, and thriving in business.Tune in for insights on customer care, the emotional rollercoaster of entrepreneurship, and the power of human connection.Connect with us!Dundee Venture CapitalDundee Venture Capital on TwitterMark Hasebroock on LinkedInBrodrick Lothringer on Li...
2024-12-1746 minThe BiztapeHow Can a Copywriting Business Keep Up with the Age of AI? Introducing Zach McDonaldIn this episode, we chat with Zach McDonald from Clay Pigeon Communication about using podcasts and writing to build real connections. We explore how financial advisors and marketers can create authentic content, the role of AI in creativity, and tips to overcome writer’s block.Discover why storytelling is the key to content that truly resonates—whether in blogs, emails, or podcasts. Plus, get a sneak peek at inspiring business stories coming soon.Connect with us!Brodrick Lothringer on LinkedInZach McDonald on LinkedInClay Pigeon CommunicationsTo l...
2024-12-1247 minThe FintapeSkating to Sustainable Growth with Rob MadoreWhat do hockey and wealth management have in common? More than you think. Dive into this episode to discover how lessons from sports shaped a financial career, the surprising impact of "service creep," and practical strategies for building strong client relationships and sustainable growth.Connect with us below!Rob Madore on LinkedInMarshBerryBrodrick Lothringer on LinkedIn To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.>> PodPony.com
2024-12-1021 minThe BiztapeCandice Carlton on a Purposeful Digital PresenceIn this episode, Candice Carlton shares her game-changing strategies for financial advisors (and beyond!) to stand out online—not for fame, but to create a digital ecosystem that attracts clients, referrals, and partnerships. Learn the secrets to keeping website visitors hooked with the “five-second rule” and how clear, concise messaging can drive growth in any industry. Authentic calls-to-action and aligning your brand with your “why” build lasting, meaningful connections. Connect with us!Candice Carlton on LinkedInFicomm PartnersBrodrick Lothringer on LinkedInTo learn more about PodPony and how we help tho...
2024-12-0540 minThe BiztapeAdam Peek on the Power in PackagingWhy do some products stand out on the shelf? In this episode, Eric Preissler from Voltage Golf and packaging expert Adam Peek reveal the secrets of great design, from golf balls to Coca-Cola’s iconic glass bottles. We talk sustainability, trends in non-alcoholic drinks, and the psychology behind what makes you pick one product over another. Plus, Adam shares his escapades from the UN Climate Change Summit in Dubai!Connect with us!Adam Peek on LinkedInAdamPeek.comBrodrick Lothringer on LinkedInTo learn more about PodPony and how we...
2024-11-2858 minThe BiztapeEric Preissler on Growing Golf and Content CreationEric Preissler turned his passion for golf into a business, but he also designed his business to help grow the game and increase the accessibility of the sport. From beginner tips to breaking dress codes, he’s shaking up the sport's old-school image. To help his business grow, he realized he needed to make content. But that’s a lot scarier when you have no prior experience! Eric shares the ups and downs of content creation and how he stays driven, using teamwork and new tech to connect with his audience. Connect with us!Volt...
2024-11-0630 minThe BiztapeAJ Obando on Entrepreneurship and Innovation in Custom ApparelHow did a high school computer design class lead to a thriving business in custom t-shirts and cannabis? This week, AJ Obando, owner and operator of Big Frog Custom T-Shirts & More of Omaha, joins The Weekly Biztape to share his journey from a self-taught Photoshop enthusiast to a successful entrepreneur. AJ reveals how his early days hustling Lemonheads and Crystal Pepsi shaped his innovative approach to business and branding.We dive into the impact of AI tools and platforms like Canva on the graphic design industry, allowing even those without traditional Adobe Suite experience to succeed. AJ a...
2024-10-2930 minThe BiztapeDuncan Hill's Journey from Photography to Film and FinanceJoin us as Duncan Hill, Director of Creative Media at Ritholtz Wealth Management, shares his journey from academia to making engaging financial content through photography, film, and audio.We talk about how indie creators are stealing the spotlight from big-budget Hollywood with passion projects like fan-made Star Wars films and Godzilla Minus One. Duncan also explains the challenge of staying creative while following strict SEC rules—and how podcasts, live events, and animations keep things fun.Duncan Hill on LinkedInAsk the Compound Podcast on Apple PodcastsAsk the Compound Podcast on Spotify
2024-10-2443 minThe FintapeSibyl Slade on Leaving Your Comfort Zone and Standing OutIn this episode, Sibyl Slade, founder of IntegriVest Wealth Advisors LLC, shares her journey from the Federal Reserve to leading in wealth management. From the Wealth Management EDGE conference, she talks about using networking to promote diversity in finance and ensure financial services reach every community. Sibyl also opens up about entrepreneurship, overcoming imposter syndrome, and staying grounded through faith, resilience, and personal growth.Connect with us below!Sibyl Slade on LinkedInIntegriVest Wealth Advisors, LLCBrodrick Lothringer on LinkedIn Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise t...
2024-10-1823 minThe FintapeKristy Puckett on How to Build a Community with Real ConnectionsIn this episode, Kristy Puckett, National Director of Business Development at RFG Advisory, shares how focusing on genuine relationships in finance can create new opportunities. She talks about the power of community, sincere compliments, and why connections matter more than technical skills. Kristy also opens up about the challenges of podcasting and how to let guests shine in conversations. Tune in for insights on staying authentic and embracing individuality in both life and work.Connect with us below!Kristy Puckett on LinkedInRFG AdvisoryBrodrick Lothringer on LinkedIn Got something to say? Let's make sure the world h...
2024-10-1524 minThe FintapeMary Kate Gulick on the Importance of Genuine BrandingIn this episode, we talk with Mary Kate Gulick about how messaging, marketing, and community come together in the financial services world. She shares her journey from analyzing data to helping people with financial planning, with a strong focus on clear, authentic communication.We also explore how branding, inspired by big names like Harley-Davidson, can build real human connections. Plus, we dive into the role of music, trust, and teamwork in building a successful career. Don’t miss this conversation!Connect with us below!Mary Kate Gulick on LinkedInFicomm PartnersBrodrick Lothringer on LinkedIn Got...
2024-10-1122 minThe FintapeMatt Halloran on Authentically Putting Yourself Out ThereIn this episode, Matt Halloran, co-founder of ProudMouth, joins us to discuss how he empowers financial advisors to share their stories through podcasting. He talks about his journey from working in finance to helping advisors step out of the shadows and embrace authentic communication, transforming them from “best kept secrets” into trusted voices.Tune in for valuable tips on becoming a better listener and keeping conversations genuine, whether you’re hosting a podcast or appearing as a guest. Plus, enjoy fun anecdotes like a peanut butter and jelly mishap that shows how staying relaxed can lead to engagi...
2024-10-0921 minThe FintapeJulie Johnson on Embracing Authenticity and Finding Your VoiceJulie Johnson's journey in finance is all about overcoming challenges and staying true to herself. She faced it all. Her goal? Helping financial advisors build trust and improve communication. Now, through her company XY Communication, she’s focused on preparing advisors for the big wealth transfer ahead.Julie also highlights the struggles women face in finance and the need to bridge generational gaps. She believes being authentic, using podcasts and videos, helps create real connections. Vulnerability can lead to success. Connect with us below!Julie Johnson on LinkedInXY CommunicationBrodrick Lothringer on LinkedIn Got some...
2024-10-0727 minThe FintapeMarguerita Cheng on the Intersection of Finance and Social GoodIn this episode, we explore how you can align investments with positive social impact without sacrificing returns. Marguerita Cheng, who moderated a recent panel on impact investing, breaks down misconceptions and highlights opportunities in areas like carbon shares and climate change. We also dive into her passion for financial advice, aiming to leave the industry better for future generations. Plus, she shares insights from her podcasting journey, blending personal finance with fun through "Margaritas with Marguerita" and the business-focused "Money Minute." Tune in for a fun mix of professional insights and personal stories!Connect with us below!
2024-10-0414 minThe FintapeLarry Sprung on Podcasting and Meaningful ConnectionsIn this episode, Larry Sprung, founder of Mitlin Financial, shares how his podcast, "Mitlin Money Mindset," helped him strengthen client relationships, expand his network, and uncover new opportunities. He discusses the real reasons behind starting his podcast and how it has boosted both his personal and professional life.Larry also offers tips on balancing solo episodes and interviews with athletes, mental health experts, and entrepreneurs, while managing time to keep content fresh. He shares insights on how podcasting can enhance your financial planning business and deliver unexpected rewards.Connect with us below!Larry Sprung...
2024-10-0321 minThe FintapeBob DePasquale on Transforming Business with Genuine GenerosityIn this episode, Bob DePasquale shares how financial advisors can use generosity to strengthen client relationships, grow their business, and find personal fulfillment. He discusses the challenges of ESG practices, the importance of being authentic, and offers simple tips for busy business owners on incorporating generosity into their lives. From supporting meaningful causes to creating a positive work environment, Bob’s insights show how generosity can lead to both personal and professional success.Connect with us below!Bob DePasquale on LinkedInBobDePasquale.comBrodrick Lothringer on LinkedIn Got something to say? Let's make sure the world hears it...
2024-10-0220 minThe FintapeAndree Mohr on Leadership, Growth, and TechnologyAndree Mohr, president of Integrated Partners, talks about her big plans for the company, focusing on growth, technology, and supporting advisors. Andree explains how tools like ChatGPT can help advisors with content marketing and shares tips on balancing AI with personal creativity. Inspired by Tom Brady’s drive, this episode is full of practical advice and motivating stories for success in business.Connect with us below!Andree Mohr on LinkedInIntegrated PartnersBrodrick Lothringer on LinkedIn Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a p...
2024-10-0121 minThe FintapeShannon Rosic on Creative Client EngagementShannon Rosic, Director of Wealthstack Content and Solutions at Informa, shares tips on how to stand out in wealth management by building real connections and staying up-to-date with industry trends. She talks about the Wealth Management Edge Conference and how it offers great networking and insights. Shannon also shares fun stories, including her love for the Kansas City Chiefs and a funny encounter with the Miami Dolphins coach. This episode highlights the importance of being authentic in finance and creative ways to connect with clients, like cooking together or even singing karaoke.Connect with us b...
2024-09-3019 minThe BiztapeMarques Ogden on Turning Passion to ProfitsHow many people can say that speaking is their favorite activity? For Marques Ogden, motivational speaker and former NFL player, speaking and sharing his story has grown from a fledgling interest to a rewarding career. In this week’s episode of “The Weekly Biztape,” Brodrick Lothringer sits down with Marques to discuss the art of motivation and how to turn your passions into profits. Motivation is a call to lead others. Through his experiences, Marques shares how he channeled his hardships to create a business, keeping his authentic voice at the forefront. From determining when to drop the “Ma...
2024-09-0520 minThe FintapeDiana Cabrices on Authentic Marketing in the Age of AIJoin us as Diana Cabrices shares her journey from a career in financial tech to starting her own consulting firm. Hear about the challenges of entrepreneurship, the power of creating customer-focused content, and how AI is changing marketing. Learn why authenticity is key and get tips for building your media presence in the tech world.Connect with us below!Diana Cabrices on LinkedInBrodrick Lothringer on LinkedIn
2024-08-2921 minThe FintapeJaci Stanton on Blending Finance, AI, and Human ConnectionHow is artificial intelligence (AI) shaping the future of finance? This week, Jaci Stanton, Managing Director at F2 Strategy, joins “The Weekly Fintape.” Together, we discuss AI’s role in enhancing financial advisors’ efficiency and personalizing client experiences.Drawing parallels to familiar platforms like Google and Netflix, we examine the delicate balance between embracing technological advancements and preserving authentic human connections in financial planning. Jaci shares her insights on the passion driving financial advising, focusing on providing stability and education to clients.The episode wraps up on a light-hearted note with a nostalgic discussion about the Rock...
2024-08-2220 minThe FintapeMarla Sofer on Trust and Data in FinanceEver wondered how financial services could better serve their customers by truly understanding their needs and values? This week, Marla Sofer, the visionary founder and CEO of Knomee, joins “The Weekly Fintape.” With experience at JP Morgan, BlackRock, and Microsoft, Marla shares insights on transforming the industry.Marla addresses financial stress, especially among women, and how the industry can shift from pushing products to creating personalized solutions. She discusses data ownership and trust-building, emphasizing the need for high-quality data from clients.Discover the concept of self-sovereign identity and its impact on financial health. Marla explains how...
2024-08-1527 minThe FintapeCameo Roberson on Challenges to Triumphs in Financial ServicesThis week, Cameo Roberson, Founder and CEO of Atlas Park Consulting, joins “The Weekly Fintape” and shares her strategies for creating structure in the midst of rapid growth, by establishing repeatable processes, strategic hiring, and effective team management. Cameo also offers invaluable advice on how to stay emotionally available for your team and understand their individual needs and goals.This episode uncovers Cameo’s personal journey in the financial services industry, overcoming significant challenges as a Black woman in a predominantly white male space. After pivoting to operations and entrepreneurship to launch her own successful business, Cameo discus...
2024-08-0817 minThe FintapeLaine Schoneberger and Wendy Kay Avery on Yrefy's Innovative Solution for Student Loan DebtThis week, Laine Schoneberger and Wendy Kay Avery from Yrefy join “The Weekly Fintape” to discuss how Yrefy is transforming the landscape of private student loan debt. They shed light on their innovative approach to refinancing distressed student loans, explaining how Yrefy offers borrowers a path to financial stability with fixed interest rates and tailored payment plans.This episode uncovers the challenges faced by borrowers, the impact of student loan debt on families, and the importance of finding sustainable solutions. Laine and Wendy share heartfelt borrower stories and discuss how Yrefy’s mission aligns with the needs of bot...
2024-08-0147 minThe FintapeKendra Wright on Her Journey as the Rock & Roll Kid of FinanceThis week, Kendra Wright joins “The Weekly Fintape” as we discuss her journey from the rock and roll industry to the world of finance. Kendra’s extensive experience in the financial industry gives listeners valuable insights on building a business that aligns with your personal values and strengths.Our conversation reveals the secrets behind securing top-notch employees, the importance of client relationships, and why knowing what you're willing to lose money over is crucial for success. Kendra also talks about the power of niching down, creating sustainable marketing plans, and why authenticity is key in every aspect of bus...
2024-07-2633 minThe FintapeEd Coambs on Financial Intimacy and Open CommunicationThis week, Ed Coambs, thought leader in financial therapy and the host of the "Healthy Love and Money" podcast joins “The Weekly Fintape” and shares his expertise on how to communicate about money openly with those who matter most in your life.We dive deep into the concepts of financial intimacy, addressing the anxiety and loneliness that can often surround financial discussions. Ed explains his unique approach as a therapy-informed financial planner and shares stories of helping clients navigate the complex relationship between mental health and money.Tune in to hear Ed’s valuable insights and st...
2024-07-2525 minThe BiztapeTina Tang and Corei Flowers on the Predatory Debt SystemJoin us as we expose the dark side of debt. Tina Tang and Corei Flowers from Debtless, NFP discuss their mission to disrupt the predatory debt industry through debt cancellation and financial education. From aggressive debt collectors to crippling payday loans, we discuss the tactics used that have trapped people in debt. We also discuss the student loan crisis and solutions like debt cancellation and financial education. Don't miss this eye-opening episode!Tina Tang on LinkedInCorei Flowers in LinkedInDebtless, NFP's websiteBrodrick Lothringer on LinkedInTo learn more about PodPony and how we help thought leaders tell their s...
2024-07-1933 minThe Biztape12. Tina Tang and Corei Flowers on Predatory Debt Systems and the Dark Side of Credit and LoansWhy can 18-year-olds make huge financial decisions without enough education?In today's episode we chat about student loans, financial literacy, and the sneaky ways credit card companies target students. Hear about Congresswoman Ayanna Pressley's fight against predatory loan servicers and why the student loan system needs a major overhaul.Imagine a world without $17.3 trillion in consumer debt. We’ll explore solutions like student debt cancellation and share personal stories about the crushing weight of loans. Get inspired by how collective action can bring real change. Connect with us! Connect with Tina Tang...
2024-07-0533 minThe FintapeBreanna Blaney on Redefining Wealth and HarmonyEver wondered how to transform your relationship with money and find true fulfillment in your financial journey? Join us as we chat with Breanna Blaney, Director and VP of Life Invested at Dimensional Fund Advisors, who brings a fresh perspective to financial planning. Breanna shares her unique approach to aligning financial goals with personal passions, leveraging her background in yoga to emphasize the importance of internal reflection. She offers invaluable insights into how understanding our mindset and beliefs about money can lead to better financial decisions and a more balanced life.This episode also uncovers the inspiring...
2024-07-0521 minThe FintapeCary Carbonaro on Empowering Women Through Financial Literacy and ToolsThis week, we sit down with Cary Carbonaro, an award winning financial advisor, women and wealth expert and author. We learned about her strategies for debunking financial myths and leveraging social media for consumer education. Cary emphasizes inclusivity in finance for women as they approach controlling two-thirds of the nation's wealth by 2030.Explore why younger generations prefer influencers for financial advice and the impact of social norms on financial behaviors. Cary shares personal anecdotes revealing the true nature of wealth and stresses transparent money conversations for reshaping financial futures.Don't miss your chance to connect...
2024-07-0521 minThe FintapeScott Frank on Mastering Empathy and Authenticity in Financial PlanningWant to deepen your understanding and connection with your financial clients? Setting aside personal biases and focusing on clients' passions is key to effective financial planning. Join us for a transformative episode of “The Weekly Fintape” featuring Scott Frank, founder of Stone Steps Financial and co-host of the Real Personal Finance podcast, as he shares his insights on mastering active listening with empathy. Scott delves into the power of authenticity and selectivity in building genuine client relationships, offering practical advice for new advisors navigating their niche. Tune in to this insightful episode to discover how to streamline your business, embr...
2024-07-0426 minThe FintapeDr. Craig Lemoine & Ailie Elmore: From Dirt to DerivativesOn this week's episode, we explore the intersection of financial advising and farming with Dr. Craig Lemoine and Ailie Elmore, hosts of the Land & Everything Else podcast. Discover how their Agriculture Focus Financial Planning Designation is reshaping the industry and gain insights into Dr. Craig's innovative business philosophy. We'll dive into strategies for sustainable podcasting success, integrating high-quality content with academic courses. From alternative investments to farmland conservation, join us for a conversation that navigates the complexities of finance and agriculture.Connect with us below!Dr. Craig Lemoine on ...
2024-07-0433 minThe FintapeShana Orczyk Sissel on Empowering Advisors with Alternative Investments and Personal StrengthEver wondered how resilience and leadership can transform both personal challenges and business innovation? Join us as Shana Orcyk Sissel, founder and CEO of Banríon Capital Management, shares her inspiring journey battling stage four breast cancer and a spinal tumor while guiding her firm to new heights. How has her experience shaped Banríon’s approach to alternative investments, making them more accessible and less intimidating for advisors? Explore a range of asset classes from hedge funds to collectibles and crypto, designed to align with client passions. Discover how platforms like Banríon are simplifying access to niche inves...
2024-06-2823 minThe FintapeDr. Anthony Chan on Unraveling Consumer Pessimism – Economic Realities, Media Bias, and the Future of WorkEver wondered why consumer confidence lags behind economic growth? Join us on this episode of “The Weekly Fintape” as we dive deep with Dr. Anthony Chan, former Chief Economist at JPMorgan Chase, current Substack writer and podcast co-host of Legacy Lessons. Discover how he navigates unbiased economic analysis, shedding light on why 63% still view inflation as a major hurdle despite wage increases outpacing inflation. Explore Dr. Chan's journey from Wall Street to Substack, where he tackles controversial economic topics with factual analysis, challenging partisan narratives. We also explore the impact of AI on future job markets and Dr. Chan's inno...
2024-06-2841 minThe FintapeWelcome to the Weekly Fintape!Welcome to The Weekly Fintape, a podcast that offers a unique human perspective on financial advising. Brodrick Lothringer, CEO and Founder of PodPony, goes beyond numbers to uncover the person behind the profession. While Pete typically works behind the scenes, he joins Brodrick to share tales ranging from travel mishaps to the aspirations for our show's future. Join us as we introduce the exceptional advisors and professionals we've interviewed, whose unique stories will be featured in upcoming episodes. Having traveled extensively, we've explored various pizza joints, jazz clubs, and karaoke bars, and we're excited t...
2024-06-0510 min
Get Authentic with Marques OgdenIt’s Time To Authentically Saddle Up, with Pod Pony CEO Brodrick Lothringer!Dive into the world of storytelling with PodPony CEO, Brodrick Lothringer, who has carved a niche in amplifying thought leaders’ voices through podcasting. From the seed of an idea to the final touches of post-production, Brodrick’s approach ensures each podcast shines with professionalism and authenticity. His mission extends beyond creation; through coaching and training, he empowers professionals to become compelling hosts, achieving their digital marketing and storytelling goals. This episode is a beacon for anyone looking to make an impact with their story, transforming listeners into storytellers.
Link: https://www.linkedin.com/in/brodrick-lothringer
Ready to el...
2024-03-1334 min
Get Authentic with Marques OgdenIt’s Time To Authentically Saddle Up, with Pod Pony CEO Brodrick Lothringer!Dive into the world of storytelling with PodPony CEO, Brodrick Lothringer, who has carved a niche in amplifying thought leaders’ voices through podcasting. From the seed of an idea to the final touches of post-production, Brodrick’s approach ensures each podcast shines with professionalism and authenticity. His mission extends beyond creation; through coaching and training, he empowers professionals to become compelling hosts, achieving their digital marketing and storytelling goals. This episode is a beacon for anyone looking to make an impact with their story, transforming listeners into storytellers.Link: https://www.linkedin.com/in/brodrick-lothringerReady to eleva...
2024-03-1230 minThe BiztapeTucker Bryant on Creating Content with HeartToday with sit down with Tucker Bryant, a professional poet and keynote speaker, as we peel back the layers of what makes content not just unique, but genuinely authentic. We unravel the complexities of connecting with an audience, tear apart the pressures of crafting standout keynote speeches, and debate the pull of trends against the gravity of personal resonance. The heart of our discussion lies in the connection between artistic growth and the relentless pursuit of excellence across fields. We share stories that highlight the importance of maintaining one's core passions amidst the quest for innovation. These n...
2024-02-0944 minThe BiztapeBob DePasquale on the Power of Purpose in Shaping SuccessToday, we sit down with Bob DePasquale to discuss what it means to live intentionally and discover how purpose-driven families are redefining wealth management, not merely through financial metrics but by aligning their resources with their values. Throughout this episode, the theme of success is a constant. Instead of thinking of the path to success is about making as much money as possible, Bob poses that it should be centered around prioritizing intentionality, authentic engagement, and a steadfast commitment to making a positive impact on the world. As an author and podcaster, Bob shares his...
2024-02-0233 minThe BiztapeRoss Marino on Championing Human-First Financial GuidanceThis week, Ross Marino joins us to share how he believes financial guidance can and should pivot to a people-first mindset. Ross shares his insights on nurturing trust with clients, becoming not just advisors but financial therapists who provide support when stability seems fleeting. As the CEO and Founder of Advisor2X, Ross also shares with us how this mission of creating human first financial guidance helped form the SHIFT conference. This event isn't just about filling seats; it's about crafting a tribe that resonates with your mission, effortlessly drawing in a crowd of professionals ready to...
2024-01-1927 minThe BiztapeShannon Rosic on Swift Lifts Elevating BrandsThis week, I sat down with Shannon Rosic, Director of WealthStack Content & Solutions at Informa, to chat through how a 'Swift Lift' can propel business to new heights. But, is a celebrity endorsement enough to make a business successful? Today, we'll chat about the importance of making content, even when no one is looking, and how having a solid brand in place can help your brand maintain success should a major public endorsement ever come your way.We also spoke on digital content and the evolving role of AI in podcasts and the art of crafting humanized...
2024-01-0526 minThe BiztapeDr. Preston Cherry on Solo Podcasting and the Fiduciary Role in FinanceHave you ever considered what it takes to run a solo podcast? Well today we sit down with Dr. Preston Cherry, a financial therapist, money coach, and certified financial planner at Concurrent Financial Planning to chat about just that. Together, we discussed the unique challenges and rewards of solo podcasting, shedding light on how to genuinely engage with listeners and foster trust, all without the benefit of guest interplay. We then shifted the conversation to the world of finance, specifically, the role of fiduciary duty in the financial advisory space. Dr. Cherry shares his insights on how...
2023-10-1933 minThe BiztapePhil Weber's Hardwood, Hardcover and High-Tech JourneyJoin us as we sit down with NBA coach Phil Weber, and walk through his riveting journey from the basketball court to the tech world. What would it feel like to peer into the minds of Kobe Bryant and Shaquille O'Neal, or to motivate an entire team to achieve greatness? Discover the secrets of managing diverse personalities and inspiring peak performance, as we converse with Phil, the author of 'How Do You Make Them Thirsty?' and partner at TheBizio.Phil shares gripping tales of his experiences with NBA legends, offering a glimpse into their contrasting approaches...
2023-10-191h 02The Biztape7. Olivia Atkin on the Evolving Landscape of Sports PodcastingGet set for a conversation with Olivia Atkin, ex-NFL agent turned success guru at Achieving Success LLC. We're unearthing the unexpected intersections of sports, media, and podcasting. From the competitive spirit of collaboration to the rise of athletes as podcasters, Olivia brings her insider’s perspective on an industry in flux. Discover how the ever-changing landscape of the NFL - the unlikely victories, stinging injuries, and strategic draft picks - is mirrored in the world of podcasting. We also nudge the boundaries of traditional journalism and the implications of active players amassing their own audiences (and yes, we also cha...
2023-10-1831 minThe Biztape6. Brandon McKinney on the Force of Content CreationReady to take on a journey to the galaxy far, far away? We're thrilled to introduce you to the host of Diad and the Force podcast, Star Wars influencer, and all-around Jedi enthusiast, Brandon McKinney. In an industry flustered by a Hollywood writer's strike, Brandon taps into the Force to keep his audience engaged and interested. Hear his compelling tales of content transformation and maintaining relevancy in the face of adversity.Don't miss out on Brandon's thought-provoking viewpoints on supporting actors during challenging times and the hidden opportunities these periods present. He'll transport you to a realm...
2023-10-1828 min