Shows
ThinkLeader's PodcastHow Financial Professionals Can Help Clients Overcome Financial Worry2025-02-0615 min
ThinkLeader's PodcastP rudential Advisors Wants Advisors to Focus on Clients’ Diversity2025-02-0513 min
ThinkLeader's PodcastA New Framework for Fee-Based Annuities with David Lau2024-12-1738 min
ThinkLeader's PodcastBogart Wealth Uses Education to Develop a New Generation of Advisors2024-12-0517 min
ThinkLeader's PodcastThe Retirement Revolution with Mike Lynch2024-12-0335 min
ThinkLeader's PodcastAmerican Endowment Foundation Brings Charitable Giving to Local Communities2024-11-2112 min
ThinkLeader's PodcastHow Orion Leverages Tech Know-How and Behavioral Finance for Advisors2024-11-2120 min
ThinkLeader's PodcastThe Long Road to Retirement With Chelsea Ransom-Cooper2024-11-1933 min
ThinkLeader's PodcastTackling Seniors’ Cost-of-Living Crisis with Shannon Benton2024-11-0534 min
ThinkLeader's PodcastThe Deeper Meaning of Wealth and Retirement with George Nichols III2024-10-2224 min
ThinkLeader's PodcastGetting to the Truth About Longevity Risk with Jackson’s Glen Franklin2024-10-0837 min
ThinkLeader's PodcastThe History and Philosophy of Retirement with Moshe Milevsky2024-09-2434 min
ThinkLeader's PodcastInflation, Interest Rates and More with Atlanta Fed President Raphael Bostic2024-09-1030 min
ThinkLeader's PodcastWealth Management Meets Retirement with Envestnet’s Sean Murray2024-08-2035 min
ThinkLeader's PodcastReal Social Security Talk with NARSSA Co-Founder Martha Shedden2024-08-0630 min
ThinkLeader's PodcastA Conversation with DGIM Law Partner Monique Hayes2024-07-2232 min
LIFE Today LIVEFlee Public Indoctrination - Dr. Corey A. DeAngelisThe author of "The Parent Revolution" arms parents to take back the education of their children in a society bent on godless indoctrination.
2024-07-1124 minLIFE Today LIVEFlee Public Indoctrination - Dr. Corey A. DeAngelisThe author of "The Parent Revolution" arms parents to take back the education of their children in a society bent on godless indoctrination.
2024-07-1124 min
ThinkLeader's PodcastA Conversation with Vanguard Charitable Chief Financial Officer Mark Froehlich2024-07-0926 min
ThinkLeader's PodcastA Conversation with Wealth Enhancement Group Senior Portfolio Manager Ayako Yoshioka2024-06-1829 min
ThinkLeader's PodcastA Conversation with J.P. Morgan Retirement Insights Executive Director Sharon Carson2024-06-1133 min
ThinkLeader's PodcastA Conversation with American College of Financial Services Researchers Kaylee Ranck & Eric Ludwig2024-06-0440 min
ThinkLeader's PodcastA Conversation with Cetera Financial Group’s Head of Workplace & Retirement, Jon Anderson2024-05-2833 min
ThinkLeader's PodcastNavigating Medicare Supplement: An Advisor’s Guide2024-05-1422 min
ThinkLeader's PodcastA Conversation with The Sandidge Group Principal, James Sandidge2024-05-1434 min
ThinkLeader's PodcastA Conversation with Bipartisan Policy Center Chief Economist Jason Fichtner2024-05-1333 min
ThinkLeader's PodcastA Conversation with Endeavor Retirement Founder Bonnie Treichel2024-05-0632 min
ThinkLeader's PodcastA Conversation with IncomeConductor CEO Sheryl O'Connor2024-04-3034 min
ThinkLeader's PodcastA Conversation with HealthView Services CEO Ron Mastrogiovanni2024-04-2934 min
ThinkLeader's PodcastA Conversation with IncomePath Co-Founder Tamiko Toland2024-04-2232 min
ThinkLeader's PodcastA Conversation with Ferri Investment Solutions CEO Rick Ferri2024-04-1131 min
ThinkLeader's PodcastHow Charitable Works and Philanthropy Connect Alger to Its CommunityAs part of the Luminaries Class of 2023, Alger CEO and Chief Investment Officer Dan Chung is being recognized in the category of Community Impact. This podcast was recorded before the ceremony on November 28 where we announced that Dan was the winner of the Community Impact award in the asset manager group. Through his leadership role, Chung oversees the day-to-day operations of the boutique investment manager firm and also guides its charitable and philanthropic work, which mainly focuses on the New York City area. Over the past year, Alger and Chung have worked closely with Brooklyn Hospital to h...2023-12-1912 min
ThinkLeader's PodcastAsk the Retirement Expert About Guardrails, Income Planning and Inflation: Jamie Hopkins2023-12-1431 min
ThinkLeader's PodcastAsk the Retirement Expert About RMDs & Taxes: Ed Slott2023-12-0530 min
ThinkLeader's PodcastHow Vestmark Uses Innovation to Help Advisors With Tax and Portfolio Management2023-11-1709 min
ThinkLeader's PodcastAsk the Retirement Expert About Safe Spending and Income Portfolios: Christine Benz2023-11-1635 min
ThinkLeader's PodcastAsk the Retirement Expert About Tricky Income-Planning Issues: Steve Parrish2023-11-1032 min
ThinkLeader's PodcastHow Raymond James' Jodi Perry Created a Trailblazing, 30-Year Career2023-11-0212 min
Property & Casualty 360 Perspectives podcastClimate Change and the Insurance Industry: Impacts and PreparednessClimate change is a complex issue with far-reaching consequences across various sectors, including the insurance industry. In this podcast, James Handley, director of data science at LexisNexis Risk Solutions, and Heikki Vesanto, data science manager at LexisNexis Risk Solutions, shed light on climate change impacts on the insurance industry – and how policyholders and insureds can prepare. You’ll also hear: The factors increasing risk, such as record-breaking temperatures, warmer oceans, social inflation, and more. The areas hardest hit by climate change and potential future impacts. How proactive measures and innovative technologies can facilitate more informed decisions and...2023-10-2519 min
ThinkLeader's PodcastAsk the Retirement Expert About Social Security: Marcia Mantell2023-10-2428 min
ThinkLeader's PodcastAsk the Retirement Expert About Financial Planning & Income: Michael Finke2023-10-1930 min
Over/Under PodcastJames GunnFollow us on all our socials! linktr.ee/overunderpodSupport the podcast on Patreon! patreon.com/overunderpodJoin our Discord server! discord.gg/Zqev7jEnXzBusiness Inquiries: overunderpodcastshow@gmail.comGrow your YouTube channel w/ VidIQ!vidiq.com/r?code=9cFKKLFrom his early days in the indie scene to his blockbuster success with the Guardians of the Galaxy series and The Suicide Squad, James Gunn has left an indelible mark on the film industry. In this week's episode of the Over/Under Movie Podcast we'll explore his unique storytelling style...2023-10-0945 min
Backyards of Key West Podcast with Mark BarattoBagatelle, Nine One Five & First Flight Island Restaurant with Damian DeAngelisDid you know that Bagatelle, Nine One Five Restaurant & Bar, and First Flight Island Restaurant & Brewery are all owned by the same people? In this episode, Mark Baratto sits down with co-owner Damian DeAngelis. We talk about how he got involved in the restaurant business, which of the three were acquired first, and why he wanted to keep going until he had the one where it all started. More about Bagatelle Bagatelle Island Restaurant is located at 115 Duval Street, close to Mallory Square, in downtown Key West, Florida. Bagatelle is situated in...2023-07-1443 min
Dr. Joe Galati PodcastCost of Wellness with Jackie DeAngelisThis week we dedicate our program to the "Cost of Wellness". Jackie DeAngelis from Fox Business Network and John Grover from Grover Planning and Investing at Raymond James join the discussion.Without your health, you are jeopardizing your financial prosperity. Higher medical costs, reduced income and job advancement, earlier retirement, disability, and an overall decline in your financial outlook develop with chronic illness.Where to find Dr. Joe Galati and his team:Dr. Galati's newsletter sign-upMedical Practice: Liver Specialists of TexasDr. Galati's Book Site: Eating Your...2023-03-0236 min
BroadwayRadioSpecial Episode: Dwyer, Deangelis on Rocking Out in 'Rock of Ages' Together2023-02-0430 min
ThinkLeader's PodcastCetera Shows How To Leave a Charitable Footprint2022-12-2115 minThinkLeader's PodcastHow Fidelity’s Denise Chisholm Gains Market Insights2022-12-2008 min
EncouragHERGo and make disciples! Focus on James with DeniseReach out! I’d love to hear from you!Episode DetailsToday the focus is on the disciple James, son of Zebedee. We also have a guest, our friend and sister, Denise DeAngelis.Denise mentioned the RISE Wednesday morning 5:15am bible study she helps lead, if you are interested in joining them for an Advent study, CLICK HERE to connect. "Go and Make Series: Today we kick off a series called," Go and make disciples!" This series is based on Matthew 28:18-20, where after Jesus' resurrection, he encourages the disciples to...2022-12-0538 minThinkLeader's PodcastHow Atria Is Reimagining Engagement2022-11-1717 minThinkLeader's PodcastVertafore’s James Thom adapts to customer needs2022-11-1412 minThinkLeader's PodcastIAA CEO Focuses on Clients’ Needs2022-11-0816 minThinkLeader's PodcastComplySci CEO Finds Inclusion Drives Growth2022-11-0818 minThinkLeader's PodcastFMG Now Focuses on Thought Leadership2022-11-0315 minThinkLeader's PodcastCambridge Makes a Difference for Clients2022-11-0324 minThinkLeader's PodcastDocupace CMO Shares Rebranding SecretsThink Advisor recognized Ryan George, chief marketing officer of Docupace, as part of the Luminary Class of 2022, and specifically for his efforts at overseeing and executing a company-wide rebranding strategy over the last year. George offers an inside look at that process and shares some best practices as part of this podcast.2022-10-2813 min
ThinkLeader's PodcastAmerican College CEO Wants to Focus on DiversityThe Luminaries recognized The American College and its CEO George Nichols across multiple categories as the school continues its mission of providing applied financial knowledge and education to advisors. Three Key Takeaways: Nichols and The American College of Financial Services continued its diversity effort with initiatives such as “Know Yourself, Grow Your Wealth” and the Black Executive Leadership Program. Nichols believes developing deeper, more personal relationships with clients helps advisors, especially in trying economic times. Advisors also need to keep up with political and regulatory issues, such as student loan forgiveness, and how that might change clie...2022-10-2719 min
Diamonds in the Rough PodcastTop 5 Potential NBA Villains and Our Favorite "bad" NBA PlayersWill Mcdonnell joins me to talk about more funny NBA topics. On this episode we talk about potential NBA villains similar to how Lebron James was when he joined the Miami Heat and our favorite "bad" NBA players. Not necessarily bad at basketball, but didn't put up the statistics of a great NBA player.
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Support this podcast: https://podcasters.spotify.com/pod/show/john-deangelis/support2022-02-071h 09
Amala EkpunobiJames O’Keefe on Our Broken Media & Corey DeAngelis on School Choice 1/24/22Project Veritas founder James O’Keefe joins the show to discuss what’s wrong with the mainstream media and his new book “American Muckraker.” Plus Will & Amala discuss the merits of School Choice with Corey DeAngelis, National Director of Research at the American Federation for Children. Plus we answer your questions on Dear WIll & Amala!2022-01-251h 01
ThinkLeader's PodcastConversations with a Luminary: Jim Dickson (sponsored by Sanctuary Wealth), Dealmaking & Growth2022-01-0416 min
ThinkLeader's PodcastConversations with a Luminary: Chris Gandy, Midwest Legacy Group (Sponsored by OneAmerica), Diversity & Inclusion2022-01-0425 min
ThinkLeader's PodcastConversations with a Luminary: Quantum Partners (Dealmaking and Growth)2021-11-2924 min
ThinkLeader's PodcastConversations with a Luminary: PPC Loan (Dealmaking and Growth)2021-11-2925 min
ThinkLeader's PodcastConversations with a Luminary: SS&C Advent and DPL (Dealmaking and Growth)2021-11-2927 min
ThinkLeader's PodcastConversations with a Luminary: CEO Lon Dolber Discusses American Portfolios' FIVE Luminary Wins2021-11-2921 min
Words & NumbersEpisode 245: Should We Fund Children or Institutions?Corey DeAngelis, who has made himself the public gadfly of teachers unions, joins us to talk about how Americans’ attitudes about funding public schools changed with covid. Get Your Copy of Cooperation and Coercion Now! http://www.cooperationandcoercion.com Show Your Support for Words & Numbers at Patreon https://www.patreon.com/wordsandnumbers Quick Hits https://www.bls.gov/ooh/occupation-finder.htm https://www.bls.gov/ooh/construction-and-extraction/construction-and-building-inspectors.htm https://www.bls.gov/ooh/healthcare/respiratory-therapists.htm https://www.bls.gov/oo...2021-10-2031 min
Tipping Point with Kara McKinneyOctober 15, 2021: Pedro Gonzalez, James Lindsay, Myron Ebell, Andrea Kaye, and Corey DeAngelisJoin Kara McKinney as she sits down with Pedro Gonzalez, James Lindsay, Myron Ebell, Andrea Kaye, and Corey DeAngelis to talk about the issues of the day.2021-10-1853 min
ThinkLeader's PodcastHow 2021 Has Changed Financial Advisor MarketingIn this episode of the Perspectives podcast, sponsored by Snappy Kraken and hosted on ThinkAdvisor, we’ll hear highlights from the June 15th presentation titled, How 2021 Has Changed Financial Advisor Marketing. The best marketing methods are constantly changing and evolving. With an overwhelming amount of tactics available for use, advisors can turn to hard data to feel assured in their next steps. Robert Sofia, CEO of Snappy Kraken, explores data-based insights from thousands of active digital marketing campaigns run by individual financial advisors and firms throughout the United States during the first half of 2021. He unc...2021-08-2013 min
Let's Get HauntedParanormal Games to Play in the Dark, Vol. ISKIP TO 9:35 TO GET TO THIS WEEK’S EPISODE(If you want to see/hear the longer version of this podcast with the full intro - head to youtube.com/c/letsgethaunted) NOBODY PANIC - Nat is temporarily out sick but will be back next week for Episode 80.5! This week, Aly is joined by special guest James DeAngelis for a rousing episode of some of the internet’s most popular paranormal games. Are you brave enough to play them? We cover the rules and legends surrounding these spooky games to p...2021-08-041h 52
Property & Casualty 360 Perspectives podcastExcerpts from The Rise of the Digital Insurance Agency: 3 Award-Winning Agents Share How They Drive Growth with DigitalHighlights from the April 28 webcast “The Rise of the Digital Insurance Agency: 3 Award-Winning Agents Share How They Drive Growth with Digital.” This event was moderated by Geoffery Metzand featured Jeff Roy, CEO, Excalibur Insurance; Majda Baltic, Founder & CEO, Majdas Touch Insurance; and James Castell, Director of Sales and Marketing, Castell Insurance. The webcast can be found in its entirety on demand at https://www.propertycasualty360.com/2021/03/10/the-rise-of-the-digital-insurance-agency-3-award-winning-agents-share-how-they-drive-growth-with-digital/2021-05-2820 min
The Dr. James ShowSuccessful TogetherDuring this episode (“Successful Together”) with guest Ed DeAngelis, you’ll hear –
View on getting employees to buy into the vision.
The importance of creating an inclusive workplace and having diversity.
Perspective on how to separate from competitors.
Learn more about your ad choices. Visit megaphone.fm/adchoices2021-05-2555 min
ThinkLeader's PodcastYear of the Ox: Reasons to Be Bullish on Chinan this episode of the Perspectives podcast, sponsored by Matthews Asia and hosted on ThinkAdvisor, we’ll hear highlights from the March 10th presentation titled, Year of the Ox: Reasons to Be Bullish on China. With increasing vaccine availability and an improving economic environment, the New Year is showing signs of optimism for global investors. In particular, China — the only major economy with positive growth in 2020 according to the IMF — continues to boast a vibrant, entrepreneurial economy and is well-positioned to set the stage for future growth. Speakers from Matthews Asia — Andy Rothma...2021-05-1717 min
BenefitsPRO-Perspectives podcastExcerpts from Create holistic benefits strategies: Tips for partnering with the C-Suite and HRIn this episode of the Perspectives podcast, sponsored by Artemis Health and hosted on BenefitsPRO, we’ll hear highlights from the April 14th presentation titled, Create holistic benefits strategies: Tips for partnering with the C-Suite and HR. As businesses shift the way they view benefits in light of the past year, CFOs and other members of the C-suite continue to become more involved in benefits decision-making. This emerging trend is good news for advisors who are prepared to take advantage of it. Engaging with more decision makers presents opportunities for education and innovation, but also requires data an...2021-05-1419 min
ThinkLeader's PodcastExcerpts from Client Acquisition in a Virtual WorldIn this episode of the Perspectives podcast, sponsored by FMG Suite and hosted on ThinkAdvisor.com, we’ll hear highlights from the March 4th presentation titled, Client Acquisition in the Virtual World. Because you now spend most of your time in front of a screen, you can no longer rely on in-person meetings, lunches, or educational seminars to lure in a steady stream of prospects. In today’s virtual world, learning how you can impress strangers you don’t even know without meeting with them face-to-face is the challenge we all face. Solange Jacobs Randolph, VP of...2021-04-1315 min
ThinkLeader's PodcastHow to 5X Your Marketing Results in 2021Highlights from the January 28 webcast “How to 5X Your Marketing Results in 2021.” This event featured Robert Sofia, CEO of Snappy Kraken. The full on-demand presentation can be found at https://www.thinkadvisor.com/2020/12/22/boost-2021-marketing-results-by-5x-move-prospects-from-cold-to-gold/2021-03-1119 min
The Portable Trevor ShowSugar Pine 7, James DeAngelisJames along with his friends Kip and Steve started a YouTube channel with a unique spin on the vlog genre called, Sugar Pine 7.2021-02-2155 min
The ValleycastJames DeAngelis from Sugar Pine 7 gets ABDUCTEDThanks for watching this episode of The Valleycast, and check out James: https://twitter.com/jamesdeangeliz?s=20 - and thanks to our sponsors! Misen: Head over to http://misen.com/valleycast for 20% off your first order! MeUndies: Go to http://meundies.com/valley to get 15% off your first order and free shipping! Ritual: Visit http://ritual.com/VALLEYCAST to start your Ritual today!
And don't forget to pre-order your copy of Movie Movie Game: http://bitly.com/MovieMovieGame
And feel free to join our community of wondrous people over at http://patreon.com/thevalleyfolk ! It's worth it, we promise!
Please...2021-01-281h 11
ThinkLeader's PodcastExcerpts From The State of Marketing Technology for Financial Advisors & Wealth FirmsIn this episode of the Perspectives podcast, sponsored by FMG Suite and hosted on ThinkAdvisor.com, we’ll hear highlights from the December 8th presentation titled, The State of Marketing Technology for Financial Advisors & Wealth Firms. During this unprecedented time, you still need to find ways to grow your business, bring in new clients and keep your pipeline running. This means you need smarter, simpler, and more effective marketing that helps you deepen relationships with clients and stay connected with your prospects. However, it can be difficult to know what works. Scot...2021-01-2616 min
Adam Carolla ShowPart 1: Corey DeAngelis on School Choice and Shutdowns (ACS Dec 4)Adam welcomes Corey DeAngelis for a 1-on-1 interview about the idea of school choice. Adam chats with him about why this is a good thing for disadvantaged families, and they go on to discuss public school actually being ‘government schools’, the pushback against charter schools, and why more money does not equal more education. They also discuss thoughts on schools being shut down for most of 2020, what will happen once Biden takes over, and the pros and cons of homeschooling. Later, Adam and Corey chat about how progressive policies have paved the way for more conservative thought, also analyze how COVI...2020-12-041h 03
ThinkLeader's PodcastThe Momentum Behind the RIA ModelIn this episode of the Perspectives podcast, sponsored by Charles Schwab hosted on ThinkAdvisor, we’ll hear highlights from the September 30th presentation titled, The Momentum Behind the RIA Model. The Registered Investment Advisor (RIA) model continues to thrive forward – and now is the perfect time to join the momentum. Why now? The speakers in this presentation – Becky Krieger, CFP®, CPA, Managing Director, Client and Community Outreach & Shareholder at Accredited Investors Wealth Management®; Jonathan Straub, Founder and Principal at AdvicePeriod; and Chris Reedy, Managing Director, Business Development at Schwab Advisor Services™ – highlight five major trends t...2020-11-2317 min
ThinkLeader's PodcastExcerpts from Webcast: How to Talk to Clients About Fixed-Income in the Midst of the Coronavirus & U.S. ElectionIn this episode of the Perspectives podcast, sponsored by Eaton Vance and hosted on ThinkAdvisor, we’ll hear highlights from the October 21st presentation titled, How to Talk to Clients About Fixed-Income in the Midst of the Coronavirus & U.S. Election. Most investors understand and appreciate the value of bonds in their portfolios, but there is always room to revisit current allocations and explore more options. The current economic and financial conditions continue to affect the fixed-income arena, and they may keep shifting as we approach the U.S. elections and in light of the continuing pandemic....2020-11-2020 min
GlobeSt Insiders Podcast SeriesA Global Perspective | How Retail Will Emerge from the PandemicThe global response to COVID-19 disrupted the retail sector, with many countries implementing brick-and-mortar lockdowns in an attempt to control the outbreak. The virus’s impact on the sector was not equal, however, and how some countries and businesses have emerged can offer lessons for the US and the rest of the world as they begin re-opening. This second conversation between Anjee Solanki, national director of retail services at Colliers International, and Neil Saunders, managing director at GlobalData Retail, will look at what the pandemic has done to retail globally, and wh...2020-06-2627 min
Good Morning From HellCain & Abel Reunited At LastAbel is reunited with his brother (and murderer) Cain in a touching, feel-bad episode of Good Morning From Hell. Special guests Cain & Abel played by Clayton "Cib" James and James DeAngelis of Sugar Pine 7.Join our Hatreon to support the show and get exclusive content at goodmorningfromhell.com! Learn more about your ad choices. Visit megaphone.fm/adchoices2020-06-2234 min
ThinkLeader's PodcastPodcast: Taking the Leap to IndependenceAdvisors Jill, Nancy, and Dustin felt limited at their previous firm – so they went independent. There were fears and unknowns, but the team reached their full potential along the way. Find out how they made the transition in Schwab's all-new podcast.2020-05-2223 min
ThinkLeader's PodcastPodcast: Wanting MoreJesse reached the peak of his career, but he wasn’t satisfied. When his professional life consumed his personal life, he knew it was time for a change. Listen now to hear why Jesse chose independence.2020-05-2230 min
ThinkLeader's PodcastExcerpts from Webcast: How to Use Tech to Turn Volatility into Stability and ScalabilityIn this episode of the Expert Perspectives podcast, sponsored by Practifi and hosted on ThinkAdvisor, we’ll hear highlights from the March 31st presentation titled, How to Use Tech to Turn Volatility into Stability and Scalability. As the recent market downturn and ongoing uncertainty about the global economy shows, straying off the prudent investing path can be dangerous. Many investors are getting caught up in recency bias and taking unnecessary risks. The speakers in this webcast – Gavin Spitzner, Founder and President of Wealth Consulting Partners; Timothy Welsh, President, CEO and Founder of Nexus Strategy; Craig Iskowi...2020-04-2926 min
Words & NumbersEpisode 152: Government Schools and the Freedom to Choose“School choice” is much more than parents being able to choose which schools their children will attend. It is also teachers being free to design and teach their own curricula. It is principals being free to promote good teachers and to fire poor teachers. The problems we have with public education in this country have their roots in a lack of choice for all parties involved in the educational process. Show your support for Words & Numbers at Patreon https://www.patreon.com/wordsandnumbers Quick hits Self-interest versus selfish https://simp...2020-01-0834 min
ThinkLeader's PodcastExcerpts from: 4 Business Growth Strategies Advisors Should ConsiderIn this episode of the Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we’ll hear highlights from the November 12th presentation titled, 4 Business Growth Strategies Advisors Should Consider. It’s always a goal of advisors to take their business to the next level – but how can that be done purposefully and successfully? Four types of strategies – Business Planning, Office Efficiency, Marketing, and Client Experience – are worth consideration and can help advisors build more into their business for the future and better serve clients today – ultimately creating business growth. Jeff Vivacqua, Executive Vice President...2019-12-0916 min
Let's Get HauntedEpisode 20: The Portal to Hell in Stull, Kansas feat. James DeAngelisThis week, Aly tells special guest James DeAngelis all about the alleged Portal to Hell located in Stull, Kansas and how the devil makes a special appearance there on Halloween each year. This week's episode was suggested by listener Geena H. If you're reading this, go tweet at James telling him he did a good job! Learn more about your ad choices. Visit podcastchoices.com/adchoices2019-10-091h 39
ThinkLeader's PodcastExcerpts from: How to Prepare Your Business for the Future -- Growth, Succession and Acquisition SolutionsIn this episode of the Expert Perspectives podcast, sponsored by Cambridge and hosted on ThinkAdvisor, we’ll hear highlights from the August 29th presentation titled, How to Prepare Your Business for the Future – Growth, Succession and Acquisition Solutions. As a financial professional, you help your clients plan for their future – but are you thinking about your own? It’s important to identify areas for further growth within your business and prepare for the future through growth, succession or acquisition.2019-09-2715 min
ThinkLeader's PodcastExcerpts from “Turn Data Into Action: Elevating the Digital Advisor-Client Experience”In this episode of the Expert Perspectives podcast, sponsored by Hearsay Systems and hosted on ThinkAdvisor, we’ll hear highlights from the July 30th presentation titled,Turn Data Into Action: Elevating the Digital Advisor-Client Experience. New digital technologies – social, mobile, analytics and cloud – continue to create fundamental shifts in client and advisor attitudes, behaviors and relationships. Focus is often put on improving direct-to-consumer touchpoints, however, the majority of the client experience still happens directly with an advisor, not on an app or via a client portal. Marcin Grobelny, Director of Professional Services...2019-09-1619 min
Not Too Deep with Grace HelbigJames DeAngelis of Sugar Pine 7 (Ep 202)Recorded: March 27, 2019
James DeAngelis of Sugar Pine 7 joins me this week! He shares stories about the celebrities he spotted while working at a movie theater, why he enjoys going to CrossFit, and his rapper alter ego AKAAK47 the God.
Sugar Pine https://www.youtube.com/watch?v=S2hZupZqhNI
Follow James on Twitter https://twitter.com/jamesdeangeliz
- Check out our website: www.nottoodeep.com
- This episode is brought to you by OkCupid, Leesa, bareMinerals, Smile Direct, and Drop.2019-05-201h 13
Not Too Deep with Grace HelbigJames DeAngelis of Sugar Pine 7Recorded: March 27, 2019James DeAngelis of Sugar Pine 7 joins me this week! He shares stories about the celebrities he spotted while working at a movie theater, why he enjoys going to CrossFit, and his rapper alter ego AKAAK47 the God.Sugar Pine https://www.youtube.com/watch?v=S2hZupZqhNIFollow James on Twitter https://twitter.com/jamesdeangeliz- Check out our website: www.nottoodeep.com- This episode is brought to you by OkCupid...2019-05-201h 12
ThinkLeader's PodcastMisbehavioral Finance: How Emotions Ruin Investing OutcomesThis is Episode 6, the last episode in our Investing Strategy series, and it’s called, Misbehavioral Finance: How Emotions Ruin Investing Outcomes. We talk with Dr. Ted Klontz, of Klontz Consulting Group, an associate professor at Creighton University and professional consultant for major entertainment management groups. Klontz has authored or co-authored six books, including, "Mind Over Money: Overcoming the Money Disorders that Threaten Our Financial Health." He has been a financial savior for athletes and entertainers, like Wynnona Judd, showing them the keys to successfully managing their money.2018-09-2530 min
ThinkLeader's PodcastInvesting After Retirement: Hit the Gas or Hit the Brakes?In Episode 5 of the ThinkLeader podcast series, The Strategy Inside Investing Strategies, we talk with Marguerita Cheng of Blue Ocean Global Wealth about retirement, covering: income vs. assets; claiming Social Security, annuities; and the situational benefits of reverse mortgages—yes, reverse mortgages.2018-09-1224 min
ThinkLeader's PodcastInvesting View From the Advisory Frontlines: A Talk With Advisors, Part IIWhat are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest challenges in their practices? In part 2 of this episode we talk with Charles Adi of Blueprint360. 2018-09-0516 min
ThinkLeader's PodcastInvesting View From the Advisory Frontlines: A Talk With Advisors, Part IWhat are the challenges advisors face in their businesses, from investing to compliance, and what are the biggest obstacles in their practices? In part 1 of our look at investing strategies, we talk with Matt Gaffney of Corbett Road Wealth Management.2018-08-2212 min
ThinkLeader's PodcastIs the New Normal Now the Old Normal? Retooling Fixed Income PortfoliosIn Episode 3 of The Strategy Inside Investing Strategies, we talk with Susan Mooney, CIO at Prio Wealth, to find out if fixed-income portfolios should be altered now that the "New Normal," which was touted after the Financial Crisis as a forever-era of low rates and slow growth, is no longer normal. 2018-08-1519 min
ThinkLeader's PodcastWhat Keeps Advisors Up at Night in Global Mid-Cap Investing?This episode of the ThinkLeader podcast joins Baird's award-winning portfolio manager Chuck Severson as we search for sore points in the global economy that might make investors flee for safe haven. Or more simply: "What Keeps Advisors Up at Night in Global Mid-Cap Investing?"2018-07-3120 min
ThinkLeader's PodcastAre Mid-Caps the Goldilocks of Investing?There are a lot of strategies and funds out there that pursue alpha. Investing in mid-cap companies may not be a pure strategy but they can be a very large portion of that strategy. The question is, are midcaps too risky, too safe or just right? And do they hold up as a strategy in one of the oldest bull markets in US history? 2018-07-2415 min
Casting for Two PodcastSugar Pine 7I'm very happy to announce my guests for episode 202 with the boys from "Sugar Pine 7" Steven Suptic, James DeAngelis and Clayton James aka CIB. This is the part where I say what topics are in this episode but to be honest I don't want to transcribe this episode. I had so much fun watching these guys talk about all things random. I would just say to watch their youtube videos. 2017-07-1313 min