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PRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastJacqueline Martinez “The Velvet Hammer”: Her Journey Through M&A (Ep. 26)In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Jacqueline Martinez, managing partner at Alaris Acquisitions. Jacqueline shares her journey into M&A, her experience working at United Capital during its landmark sale to Goldman Sachs and her perspective on the human side of dealmaking. She also reflects on a decade-long partnership with Allen Darby and how their work at Alaris helps buyers and sellers find their best match.   We cover:   Jacqueline’s early days in M&A and her time with the Unit...2025-07-2840 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastEpisode 25 - Behind the Headlines with Greg Bartalos of Barron’s AdvisorIn this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Greg Bartalos, editor-in-chief of Barron’s Wealth & Asset Management Group. Greg tells our listeners the story of how he landed at Barron’s—not once, but three times—and offers valuable advice on how to foster relationships with journalists in the financial services space. We cover: the entire arc of Greg’s career what makes a pitch standout in his inbox  the trends he is most excited about exploring right now  Greg’s role in Barron’s legendary summits and even...2025-06-2654 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastBehind the Headlines with Greg Bartalos of Barron’s Advisor (Ep. 25)In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Greg Bartalos, editor-in-chief of Barron’s Wealth & Asset Management Group. Greg tells our listeners the story of how he landed at Barron’s—not once, but three times—and offers valuable advice on how to foster relationships with journalists in the financial services space. We cover: the entire arc of Greg’s career what makes a pitch standout in his inbox  the trends he is most excited about exploring right now  Greg’s role in Barron’s legendary summits and even...2025-06-2654 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastThe Adventures of Ryan VanGorder: Charting New Terrain in Private MarketsIn this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Ryan VanGorder, chief executive officer of Opto Investments. Ryan shares his career journey, from his early days at BlackRock during the Global Financial Crisis to executive leadership at Opto.  We also discuss: how Ryan got his start in financial services  the formation of Team Opto and their differentiated approach to private markets the importance of strong internal communication during a crisis  modern portfolio theory and the benefits of investing in private markets  adventure racing—and how it parallels his li...2025-06-0448 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastEpisode 24: The Adventures of Ryan VanGorderIn this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Ryan VanGorder, chief executive officer of Opto Investments. Ryan shares his career journey, from his early days at BlackRock during the Global Financial Crisis to executive leadership at Opto. We also discuss:how Ryan got his start in financial services the formation of Team Opto and their differentiated approach to private marketsthe importance of strong internal communication during a crisis modern portfolio theory and the benefits of investing in private markets adventure raci...2025-05-3048 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastMetaphors, Markets & More: Don Bennyhoff’s 30-Year Perspective (Ep. 23)In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Don Bennyhoff, founder of Bennyhoff & Co., a fractional CIO consulting firm. Don takes us through his 30+ year career in the financial services industry, including his time at Vanguard and his transition to life as an entrepreneur. We also discuss: how Don helped shape Vanguard’s ethos of thought leadership insights on how advisors can add value beyond portfolio management the art of using investment metaphors to simplify financial advice Don’s experience launching Bennyhoff & Co. how a personal pass...2025-04-2544 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastMetaphors, Markets & More: Don Bennyhoff’s 30-Year Perspective (Ep. 23)In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Don Bennyhoff, founder of Bennyhoff & Co., a fractional CIO consulting firm. Don takes us through his 30+ year career in the financial services industry, including his time at Vanguard and his transition to life as an entrepreneur. We also discuss: how Don helped shape Vanguard’s ethos of thought leadership insights on how advisors can add value beyond portfolio management the art of using investment metaphors to simplify financial advice Don’s experience launching Bennyhoff & Co. how a personal pass...2025-04-2544 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastA Journey from Startups to Fortune 50: The Ascent of Joanne Bradford (Ep. 22)In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with the unstoppable Joanne Bradford, chief money officer at Domain Money. Joanne takes us on an incredible journey through each phase of her impressive career. From her early days of running her college newspaper at San Diego state to her present day life as a powerhouse in financial services, tech and digital marketing, Joanne’s life story leaves listeners with valuable lessons and insights.  With experience spanning executive roles at Microsoft, SoFi, Pinterest and Honey, Joanne gives us a look beh...2025-03-2852 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastA Journey from Startups to Fortune 50: The Ascent of Joanne Bradford (Ep. 22)In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with the unstoppable Joanne Bradford, chief money officer at Domain Money. Joanne takes us on an incredible journey through each phase of her impressive career. From her early days of running her college newspaper at San Diego state to her present day life as a powerhouse in financial services, tech and digital marketing, Joanne’s life story leaves listeners with valuable lessons and insights.  With experience spanning executive roles at Microsoft, SoFi, Pinterest and Honey, Joanne gives us a look beh...2025-03-2852 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastFrom Connecticut Cabin to CIO with Jen Wing (Ep. 21)In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock talk with Jen Wing, chief investment officer at GeoWealth. She shares her extraordinary journey from growing up in a remote log cabin in Connecticut to driving innovation at the intersection of financial technology and wealth management.  Jen shares personal insights on her career, the importance of hybrid work for inclusion and her vision for the future of financial services. She discusses: her path from JP Morgan to GeoWealth, including her early challenges and breakthroughs her passion for empowering women i...2025-02-2850 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastFrom Connecticut Cabin to CIO with Jen Wing (Ep. 21)In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock talk with Jen Wing, chief investment officer at GeoWealth. She shares her extraordinary journey from growing up in a remote log cabin in Connecticut to driving innovation at the intersection of financial technology and wealth management.  Jen shares personal insights on her career, the importance of hybrid work for inclusion and her vision for the future of financial services. She discusses: her path from JP Morgan to GeoWealth, including her early challenges and breakthroughs her passion for empowering women i...2025-02-2850 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastMercedes Barba’s Journey: From Red Carpets to Financial Public Relations (Ep. 20)What does it take to go from celebrity interviews to financial PR? In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Mercedes Barba, StreetCred’s newest account supervisor, to explore her journey from journalism to public relations. From her time spent on the red carpet in Hollywood to crafting compelling narratives in personal finance and financial services, Mercedes shares how her journalism background informs her current PR pursuits. Mercedes also highlights her passion for elevating diverse voices and shares some of her best tips for building st...2025-01-2441 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastMercedes Barba’s Journey: From Red Carpets to Financial Public Relations (Ep. 20)What does it take to go from celebrity interviews to financial PR? In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Mercedes Barba, StreetCred’s newest account supervisor, to explore her journey from journalism to public relations. From her time spent on the red carpet in Hollywood to crafting compelling narratives in personal finance and financial services, Mercedes shares how her journalism background informs her current PR pursuits. Mercedes also highlights her passion for elevating diverse voices and shares some of her best tips for building st...2025-01-2441 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastThe Power of Alternative Investments with Mark Gatto (Ep. 19)Achieving growth in alternative investments takes a blend of passion, adaptability and vision. In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Mark Gatto, co-founder and co-CEO of CION Investments (CION). Mark shares the story of how he went from being an entrepreneur in the sports industry to establishing CION, a leading alternative investment platform. Mark discusses CION’s approach to providing individual investors with access to institutional-grade alternative investment opportunities, the death of the 60/40 portfolio and his past experience at Topps baseball trading company. ...2024-12-2040 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastThe Power of Alternative Investments with Mark Gatto (Ep. 19)Achieving growth in alternative investments takes a blend of passion, adaptability and vision. In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Mark Gatto, co-founder and co-CEO of CION Investments (CION). Mark shares the story of how he went from being an entrepreneur in the sports industry to establishing CION, a leading alternative investment platform. Mark discusses CION’s approach to providing individual investors with access to institutional-grade alternative investment opportunities, the death of the 60/40 portfolio and his past experience at Topps baseball trading company. ...2024-12-2040 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastTransforming Networking in Financial Services: Chris Cherry’s Future-Proof Vision (Ep. 18)Building meaningful connections in the finance world doesn’t need to be confined to stuffy hotel ballrooms.  In this episode of PRess Play: The StreeCred Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Chris Cherry, head of strategic partnerships at Future Proof, for a powerful discussion about how she is redefining networking with her team through unconventional experiences and the company’s proprietary Breakthru technology. Chris discusses her surprising career transition, her role in reimagining events across the wealth and asset management community and how Future Proof is facilitating unforgettable experiences like zip-lining and f...2024-11-1543 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastTransforming Networking in Financial Services: Chris Cherry’s Future-Proof Vision (Ep. 18)Building meaningful connections in the finance world doesn’t need to be confined to stuffy hotel ballrooms.  In this episode of PRess Play: The StreeCred Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Chris Cherry, head of strategic partnerships at Future Proof, for a powerful discussion about how she is redefining networking with her team through unconventional experiences and the company’s proprietary Breakthru technology. Chris discusses her surprising career transition, her role in reimagining events across the wealth and asset management community and how Future Proof is facilitating unforgettable experiences like zip-lining and f...2024-11-1543 minWealthTech on DeckWealthTech on DeckPublic Relations and Credibility Marketing with Jimmy Moock and Elena KrasnowPublic relations is an integral part of any marketing strategy. It plays an important role in enhancing credibility and driving business growth. Successful PR firms understand that building a reputation and lasting relationships with clients, stakeholders, and the media requires strategic thinking and planning.This week, Jack Sharry talks with StreetCred's Managing Partner, Jimmy Moock, and Marketing Manager, Elena Krasnow, about public relations and credibility marketing in financial services. They discuss the key elements of successful PR strategies, the value of authenticity and active listening in building connections, and StreetCred's partnership with Future Proof...2024-10-2228 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastFrom PR Intern to President of Integrated Partners with Andree Mohr (Ep. 17)In this episode of PRess Play: The StreetCred PR Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Andree Mohr for an engaging conversation about her impressive 14-year career trajectory and the incredible impact she is making at Integrated Partners. Andree draws compelling parallels between her beginnings as a financial services public relations/marketing intern and her current role as president of Integrated Partners. Listeners will glean tangible ways to leverage their PR skills for business growth.  Andree also discusses:  the power of storytelling in financial services what excites her most about her current role th...2024-08-2141 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastFrom PR Intern to President of Integrated Partners with Andree Mohr (Ep. 17)In this episode of PRess Play: The StreetCred PR Podcast, hosts Elena Krasnow and Jimmy Moock are joined by Andree Mohr for an engaging conversation about her impressive 14-year career trajectory and the incredible impact she is making at Integrated Partners. Andree draws compelling parallels between her beginnings as a financial services public relations/marketing intern and her current role as president of Integrated Partners. Listeners will glean tangible ways to leverage their PR skills for business growth.  Andree also discusses:  the power of storytelling in financial services what excites her most about her current role th...2024-08-2141 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastIf It’s Not an Obvious Yes, It’s A No with Michael Batnick (Ep. 16)In this episode of PRess Play: The StreetCred Podcast, Elena Krasnow and Jimmy Moock are joined by Michael Batnick, CFA®, managing partner at Ritholtz Wealth Management. From his early soul-searching in financial services to becoming a prominent industry thought leader, Michael provides deep insights into wealth management, strategic career moves and his personal approach to content creation. Michael discusses:  the full story of how a serendipitous train station encounter with Josh Brown sparked a transformative leap in his career how he approaches hiring at Ritholtz and why he doesn’t read résumés   why it’s importan...2024-07-1247 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastIf It’s Not an Obvious Yes, It’s A No with Michael Batnick (Ep. 16)In this episode of PRess Play: The StreetCred Podcast, Elena Krasnow and Jimmy Moock are joined by Michael Batnick, CFA®, managing partner at Ritholtz Wealth Management. From his early soul-searching in financial services to becoming a prominent industry thought leader, Michael provides deep insights into wealth management, strategic career moves and his personal approach to content creation. Michael discusses:  the full story of how a serendipitous train station encounter with Josh Brown sparked a transformative leap in his career how he approaches hiring at Ritholtz and why he doesn’t read résumés   why it’s importan...2024-07-1247 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastThe Parallels Between Business and Dating with Emily Binder (Ep. 15)In this episode of PRess Play, Elena Krasnow and Jimmy Moock sit down with Emily Binder, an influential voice in financial services and marketing, to cover everything from Vitamix recipes to business and dating analogies. Emily, the founder of WealthVoice and Beetle Moment Marketing, offers her unique blend of humor, wit and knowledge as she … Read More Read More2024-06-1447 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastThe Parallels Between Business and Dating with Emily Binder (Ep. 15)In this episode of PRess Play, Elena Krasnow and Jimmy Moock sit down with Emily Binder, an influential voice in financial services and marketing, to cover everything from Vitamix recipes to business and dating analogies. Emily, the founder of WealthVoice and Beetle Moment Marketing, offers her unique blend of humor, wit and knowledge as she shares her professional journey and offers deeper insight into the value of voice marketing. Emily also discusses:  why she went into financial services and what inspired her to found WealthVoice and Beetle Moment how to create engaging standout presentations by drawing f...2024-06-1447 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastTackling Anxiety Together with Julie Johnson and Jason Lahita (Ep. 14)In honor of Mental Health Awareness Month, PRess Play deviates from its typical structure in this special episode to tackle an issue that touches many but is often shrouded in silence: anxiety.  According to the Anxiety & Depression Association of America, anxiety disorders are the most common mental health concern in the US, affecting over … Read More Read More2024-05-1746 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastTackling Anxiety Together with Julie Johnson and Jason Lahita (Ep. 14)In honor of Mental Health Awareness Month, PRess Play deviates from its typical structure in this special episode to tackle an issue that touches many but is often shrouded in silence: anxiety.  According to the Anxiety & Depression Association of America, anxiety disorders are the most common mental health concern in the US, affecting over 40 million adults, or 19.1% of the population. And, more than 60% of people do not seek treatment for their anxiety symptoms.  In light of these findings, Elena Krasnow is joined by guest co-host and founder of StreetCred PR Jason Lahita and Julie Johnson of...2024-05-1746 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastFrom Journalist to Finance Innovator: The Remarkable Journey of Mark Bruno (Ep. 13)In this episode of PRess Play, Elena Krasnow and Jimmy Moock sit down with industry luminary, Mark Bruno of Emigrant Partners. Mark shares the story of his journey from an aspiring journalist to a pivotal figure at Emigrant Partners, highlighting the milestones and hurdles of fostering growth and innovation in financial services along the way.  This episode is packed with insights for those eager to understand the complex world of financial media, spotlighting Mark’s extensive experience in navigating narratives within the finance sector through a multitude of mediums. Discover the aspirations and driving forces beh...2024-04-2649 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastFrom Journalist to Finance Innovator: The Remarkable Journey of Mark Bruno (Ep. 13)In this episode of PRess Play, Elena Krasnow and Jimmy Moock sit down with industry luminary, Mark Bruno of Emigrant Partners. Mark shares the story of his journey from an aspiring journalist to a pivotal figure at Emigrant Partners, highlighting the milestones and hurdles of fostering growth and innovation in financial services along the way.  … Read More Read More2024-04-2649 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastHumanizing WealthTech: The Role of Brand Evangelism & PR with Diana Cabrices (Ep. 12)In this episode of PRess Play, we’re joined by Diana Cabrices, the visionary founder of Diana Cabrices Consulting. She shares her insights into the intersection of brand evangelism and public relations in the wealthtech industry, and so much more. Diana’s journey began with a mission to infuse personality into the tech world, recognizing the need for vibrant voices to represent brands authentically. She emphasizes the importance of a chief evangelist’s role in humanizing brand messaging and fostering genuine connections with customers. Moreover, Diana advocates for a collaborative partnership between brand evangelists and PR teams when i...2024-02-2344 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastHumanizing WealthTech: The Role of Brand Evangelism & PR with Diana Cabrices (Ep. 12)In this episode of PRess Play, we’re joined by Diana Cabrices, the visionary founder of Diana Cabrices Consulting. She shares her insights into the intersection of brand evangelism and public relations in the wealthtech industry, and so much more. Diana’s journey began with a mission to infuse personality into the tech world, recognizing the need … Read More Read More2024-02-2344 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastShaping the Narrative: Shannon Rosic’s Journey in Wealth Management Technology (Ep. 11)What are the forces shaping the wealth management technology narrative? Allow us to introduce Shannon Rosic, an exceptionally talented marketing specialist with expertise in video production, podcasting, social media, and event planning. She does it all! Hosts Elena Krasnow and Jimmy Moock engage in an insightful interview exploring the dynamic world of wealthtech with Shannon, the Director of WealthStack Content and Solutions at Informa Connect. Her extensive experience and expertise positions her as a key influencer at the intersection of technology and wealth management.  Picture a wealthtech journey filled with creativity and innovation. Shannon’s sto...2024-01-1946 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastShaping the Narrative: Shannon Rosic’s Journey in Wealth Management Technology (Ep. 11)What are the forces shaping the wealth management technology narrative? Allow us to introduce Shannon Rosic, an exceptionally talented marketing specialist with expertise in video production, podcasting, social media, and event planning. She does it all! Hosts Elena Krasnow and Jimmy Moock engage in an insightful interview exploring the dynamic world of wealthtech with Shannon, … Read More Read More2024-01-1946 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastThe Art of Listening: A Masterclass with Jack Sharry (Ep. 10)Listening, and we mean really listening, can transform anyone’s career. Today, Jack Sharry spills the secrets on the many ways this skill can elevate your professional journey. In this episode, Elena Krasnow and Jimmy Moock dive deep into Jack’s financial expertise, passion for listening, and his multifaceted role as EVP and Chief Growth Officer at LifeYield. From podcast host to columnist and author, Jack’s story unravels the powerful blend of storytelling, media, and business strategy. Buckle up as they explore the vital role of understanding audiences in unlocking transformative impacts for businesses. Join t...2024-01-0550 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastThe Art of Listening: A Masterclass with Jack Sharry (Ep. 10)Listening, and we mean really listening, can transform anyone’s career. Today, Jack Sharry spills the secrets on the many ways this skill can elevate your professional journey. In this episode, Elena Krasnow and Jimmy Moock dive deep into Jack’s financial expertise, passion for listening, and his multifaceted role as EVP and Chief Growth Officer at … Read More Read More2024-01-0550 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastHelping Financial Advisors Bridge the Gap Between Consumer Demand and Advisory Firm Growth with Angie Herbers (Ep. 9)Get ready to embark on an enlightening and educational journey in our latest podcast episode as we sit down with Angie Herbers, the visionary founder and managing partner of Herbers and Company.  With over two decades of experience in human capital consulting, growth consulting, and client experience modeling, Angie shares invaluable insights on achieving sustainable, long-term growth for financial advisory firms. Angie takes us through the evolution of the financial services industry, emphasizing the concept of democratization and the critical importance of understanding consumer needs. In discussing what Herbers & Company is up to today, she d...2023-12-0142 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastHelping Financial Advisors Bridge the Gap Between Consumer Demand and Advisory Firm Growth with Angie Herbers (Ep. 9)Get ready to embark on an enlightening and educational journey in our latest podcast episode as we sit down with Angie Herbers, the visionary founder and managing partner of Herbers and Company.  With over two decades of experience in human capital consulting, growth consulting, and client experience modeling, Angie shares invaluable insights on achieving sustainable, … Read More Read More2023-12-0142 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastPioneering Fintech and Strategic Partnerships with Tim White (Ep. 8)Ever wondered how a seasoned yacht expert makes the transition to become a trailblazing tech innovator in the world of estate planning? It’s a riveting story that unfolds in our latest episode, where we dive into the intriguing career of Tim White, chief partnership officer and co-founder of wealth.com. Tim walks us through his dramatic … Read More Read More2023-11-1739 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastPioneering Fintech and Strategic Partnerships with Tim White (Ep. 8)Ever wondered how a seasoned yacht expert makes the transition to become a trailblazing tech innovator in the world of estate planning? It’s a riveting story that unfolds in our latest episode, where we dive into the intriguing career of Tim White, chief partnership officer and co-founder of wealth.com. Tim walks us through his dramatic career shift and the unique skills that powered his evolution. He also sheds light on the genesis of the wealth.com team and how their platform is changing the game for advisors incorporating estate planning technology into their practices. Finally, Ti...2023-11-1739 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastHelping Financial Advisors Bridge the Gap Between Consumer Demand and Advisory Firm Growth with Angie Herbers (Ep. 8)Get ready to embark on an enlightening and educational journey in our latest podcast episode as we sit down with Angie Herbers, the visionary founder and managing partner of Herbers and Company.  With over two decades of experience in human capital consulting, growth consulting, and client experience modeling, Angie shares invaluable insights on achieving sustainable, long-term growth for financial advisory firms. Angie takes us through the evolution of the financial services industry, emphasizing the concept of democratization and the critical importance of understanding consumer needs. In discussing what Herbers & Company is up to today, she d...2023-10-2741 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastBreaking Through Traditional Boundaries and Amplifying Women in Fintech with Nicole Casperson (Ep. 7)Why did Nicole Casperson start Fintech is Femme? Because there was no media brand solely focused on delivering exceptional fintech analysis while amplifying the voices and causes of women and other diverse industry participants. So, she created one.  In this episode, Elena Krasnow and Jimmy Moock welcome Nicole Casperson, a well-known fintech journalist and founder … Read More Read More2023-10-0652 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastBreaking Through Traditional Boundaries and Amplifying Women in Fintech with Nicole Casperson (Ep. 7)Why did Nicole Casperson start Fintech is Femme? Because there was no media brand solely focused on delivering exceptional fintech analysis while amplifying the voices and causes of women and other diverse industry participants. So, she created one.  In this episode, Elena Krasnow and Jimmy Moock welcome Nicole Casperson, a well-known fintech journalist and founder of Fintech is Femme. Nicole shares her journey as a journalist, including her decision to leave the world of traditional financial media and start her own mission-driven media brand. She emphasizes the power of shaping the narrative and the importance of representation, e...2023-10-0652 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastAn Entrepreneurial Journey Through the Tech and Financial World with Ritik Malhotra (Ep. 6)Join us as we delve into the remarkable entrepreneurial journey of Ritik Malhotra, Co-Founder & CEO of Savvy Wealth.  From a childhood passion for technology to the successful sale of two tech companies, Ritik’s story is one of innovation, resilience, and unwavering determination.  In this episode, he shares his experiences, including starting his first company … Read More Read More2023-09-2239 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastAn Entrepreneurial Journey Through the Tech and Financial World with Ritik Malhotra (Ep. 6)Join us as we delve into the remarkable entrepreneurial journey of Ritik Malhotra, Co-Founder & CEO of Savvy Wealth.  From a childhood passion for technology to the successful sale of two tech companies, Ritik’s story is one of innovation, resilience, and unwavering determination.  In this episode, he shares his experiences, including starting his first company in middle school, participating in two exits in his twenties, and the birth of his most recently founded company, Savvy Wealth. Listen in and gain insights into his thoughts during exit talks, the importance of meeting people’s needs, and why Sa...2023-09-2239 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastFrom Financial Journalist To Lead Dad with Paul Sullivan (Ep. 5)Are you ready to dive into the evolution of journalism over the past 25 years?  Gain insights into the changing landscape of journalism, the impact of social media, and the importance of nurturing connections. In this episode, Elena Krasnow and Jimmy Moock are joined by Paul Sullivan, a financial journalist, author, and founder of the … Read More Read More2023-08-2550 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastFrom Financial Journalist To Lead Dad with Paul Sullivan (Ep. 5)Are you ready to dive into the evolution of journalism over the past 25 years?  Gain insights into the changing landscape of journalism, the impact of social media, and the importance of nurturing connections. In this episode, Elena Krasnow and Jimmy Moock are joined by Paul Sullivan, a financial journalist, author, and founder of the Company of Dads, to talk about his experience in the field. Discover how Paul’s journey led him to coin the term ‘Lead Dad’ and establish an inspiring platform. Tune in for engaging discussions on behavioral finance, personal finance books, and the sel...2023-08-2550 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastBreaking Barriers and Building Bridges with Liz Fritz (Ep. 4)How can we create a culture of work-life balance and support for women in the public relations and wealthtech landscape? In this episode, Elena and Jimmy Moock speak with Liz Fritz, Co-founder and Chief Commercial Officer of wealthtech management consulting firm F2 Strategy, about her journey into wealthtech from corporate public relations. Liz discusses her experience in corporate PR and communications, the joys and challenges of working in a regulated industry, and her transition to entrepreneurship. She also shares her passion for uplifting women and parents in the financial services industry and creating a work environment where...2023-08-1146 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastBreaking Barriers and Building Bridges with Liz Fritz (Ep. 4)How can we create a culture of work-life balance and support for women in the public relations and wealthtech landscape? In this episode, Elena and Jimmy Moock speak with Liz Fritz, Co-founder and Chief Commercial Officer of wealthtech management consulting firm F2 Strategy, about her journey into wealthtech from corporate public relations. Liz discusses her … Read More Read More2023-08-1146 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastFrom Cold Call Sales to Crime Reporting: The Unconventional Journey of Justin Mack (Ep.3)In this episode of PRess Play: The StreetCred Podcast, the hosts interview Justin Mack, wealthtech reporter at Financial Planning, a well-established industry publication that serves an engaged audience of financial advisors and wealth managers. He discusses his journey into journalism, his approach to collaborating with public relations professionals, and his current work. Justin also shares valuable insights into the importance of kindness, journalistic integrity, and the role of technology in the financial services industry.  One of the most valuable lessons from this podcast is the importance of approaching every interaction with kindness and understanding, regardless of the i...2023-06-2342 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastFrom Cold Call Sales to Crime Reporting: The Unconventional Journey of Justin Mack (Ep.3)In this episode of PRess Play: The StreetCred Podcast, the hosts interview Justin Mack, wealthtech reporter at Financial Planning, a well-established industry publication that serves an engaged audience of financial advisors and wealth managers. He discusses his journey into journalism, his approach to collaborating with public relations professionals, and his current work. Justin also shares … Read More Read More2023-06-2342 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastWeaving Together PR and Marketing with Kelly Waltrich (Ep. 2)Given the substantial overlap between public relations and marketing, firms stand to benefit from a tight-knit collaboration between these two vital teams.  In this episode, Elena Krasnow and Jimmy Moock speak with Kelly Waltrich, co-founder of Intention.ly, about her journey in financial services marketing. Kelly shares her story of why she decided to become an entrepreneur and start Intention.ly before passionately discussing how public relations and marketing strategies complement each other. She also provides tips on how to vet and establish a quality partnership with marketing agencies.  Kelly discusses:  Why she decided to...2023-06-2331 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastWeaving Together PR and Marketing with Kelly Waltrich (Ep. 2)Given the substantial overlap between public relations and marketing, firms stand to benefit from a tight-knit collaboration between these two vital teams.  In this episode, Elena Krasnow and Jimmy Moock speak with Kelly Waltrich, co-founder of Intention.ly, about her journey in financial services marketing. Kelly shares her story of why she decided to become an … Read More Read More2023-06-2331 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastWelcome to PRess Play: The StreetCred Podcast! (Ep. 1)Welcome to PRess Play: The StreetCred Podcast, where financial services meet credibility marketing! Get ready for captivating conversations with industry leaders, journalists, and top influencers — including the various twists and turns that led them to where they are today. In this inaugural episode, Elena Krasnow, Jason Lahita, and Jimmy Moock unravel StreetCred PR’s fascinating origin story, shed light on their biggest learnings from decades of PR experience, and set the stage for what listeners can expect from future episodes. Elena, Jason, and Jimmy discuss:  PR missteps from early in their career — and the...2023-06-2343 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastWelcome to PRess Play: The StreetCred Podcast! (Ep. 1)Welcome to PRess Play: The StreetCred Podcast, where financial services meet credibility marketing! Get ready for captivating conversations with industry leaders, journalists, and top influencers — including the various twists and turns that led them to where they are today. In this inaugural episode, Elena Krasnow, Jason Lahita, and Jimmy Moock unravel StreetCred PR’s fascinating … Read More Read More2023-06-2343 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastPRess Play: The StreetCred Podcast Coming SoonWelcome to PRess Play: The StreetCred Podcast with Elena Krasnow and Jimmy Moock from StreetCred PR. In this podcast, Elena and Jimmy will welcome industry leaders, journalists, influencers, and friends of the firm. Our guests will shed some light on who they are–and the various twists and turns that led them to where they are … Read More Read More2023-06-2100 minPRess Play: The StreetCred PodcastPRess Play: The StreetCred PodcastPRess Play: The StreetCred Podcast Coming SoonWelcome to PRess Play: The StreetCred Podcast with Elena Krasnow and Jimmy Moock from StreetCred PR. In this podcast, Elena and Jimmy will welcome industry leaders, journalists, influencers, and friends of the firm. Our guests will shed some light on who they are–and the various twists and turns that led them to where they are today. We’re grateful to have you listening in and we hope you enjoy the show.2023-06-2100 minThe Fuse ShowThe Fuse ShowThe Intersection of Marketing and Public Relations with Jimmy MoockMarketing and public relations (PR) are two critical components of any successful business strategy. Both are essential to creating a brand image, developing customer relationships, and building a positive reputation. While marketing and PR are often considered separate disciplines, their intersection is where the most exciting and impactful strategies for communication and brand awareness happen.In this episode, George and Ryan talk with Jimmy Moock, Managing Partner at StreetCred PR. For the past 15 years, Jimmy has been focused on leading campaigns for clients comprised of registered investment advisory firms, mutual fund complexes, hedge funds, ETFs, family offices...2023-05-0231 min