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Jim Bowen | CEO
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Reset Your Thinking Podcast
Book: Main Street Millionaire
This book advocates for acquiring and operating "boring" Main Street businesses (local, small businesses with minimal intellectual property like laundromats, car washes, and service providers) as a viable and often overlooked path to wealth and financial freedom. Sanchez emphasizes that this approach allows individuals to generate immediate cash flow, leverage creative financing (especially seller financing), and build a sustainable income stream, contrasting it with the higher risk and complexity of startups or chasing trendy ventures. The book provides a practical, step-by-step framework – RIC (Research, Invest, Command) – for identifying, acquiring, and managing these businesses. Key Ideas and Facts:
2025-04-07
22 min
CultivatED Marketer
CultivatED Marketer Ep. 30 — Trust in Organizations: Building the Foundation for Success with Dr. Cory Scheer
In this 30th episode of CultivatED Marketer, hosts Brent Bowen and Matt Tidwell, PhD, together with Dr. Cory Scheer, Founder and CEO of TrustCentric Consulting, to delve into the intricate world of organizational trust. The discussion covers the pervasive decline of organizational trust, and the importance of co-creating organizational values. They also delve into the impact of toxic workplaces on employee retention and loyalty, and Cory shares insights from his national study on trust. CultivatED Marketer Ep. 30 — Trust in Organizations: Building the Foundation for Success with Dr. Cory Scheer Trust is a fundamental aspect of ef...
2025-03-26
31 min
Trillions
How First Trust Became a Quiet Force in ETFs
First Trust, the sixth-largest issuer of US exchange-traded funds, has managed to stay mostly under the radar in the investing world — and yet it's also perfected a lucrative, Vanguard-proof business model. The company's products are directed more at financial advisors than the retail world, and their funds, most of which are actively managed, have higher fees than typical index-tracking ETFs. Enter the First Trust sales force, which wields steak dinners, personal coaching, sports tickets and Hermès scarves to win business — practices that have attracted the attention of the Financial Industry Regulatory Authority. On this episode of Trill...
2025-03-13
22 min
Locked On Sooners - Daily Podcast On Oklahoma Sooners Football & Basketball
Why John Mateer Could Transform Oklahoma Sooners' Offense | Changes in business of college football
The Oklahoma Sooners are gearing up for a transformative 2025 season with new quarterback John Mateer at the helm. Major changes are coming to college football, including revenue sharing and NIL regulations, as the Sooners prepare to enter the SEC.Hosts Jay Smith and John Williams discuss the impact John Mateer could have on Oklahoma's offense in 2025 and how he compares to other successful transfer quarterbacks. They explore the recent resignation of Curtis Lofton as GM and what that means for the program's structure moving forward. The episode also covers new NCAA guidelines on revenue distribution and Title...
2025-01-17
30 min
The Culture Show Podcast
November 13, 2024 - Imari Paris Jeffries and Carmen Fields on her father's musical legacy
Imari Paris Jeffries, President and CEO of Embrace Boston, joins The Culture Show to talk about his reflections on the 2024 election results. He also recaps Embrace Boston’s 2024 Arts and Culture Summit and he and Jared Bowen share their experiences of both being featured performers in the Huntington Theatre’s production of “Nassim.” From there, longtime journalist Carmen Fields joins us to talk about her new book, “Going Back to T-Town:The Ernie Fields Territory Big Band,” where she pieces together the musical journey of her father, Ernie Fields, a talented and pioneering musician and bandleader who toured the country...
2024-11-13
49 min
Sappenin’ Podcast with Sean Smith
EP. 301 - Louis Posen (Hopeless Records)
The Illusion of Safety. Hopeless Records CEO, founder and president, Louis Posen, is our guest on Episode 301 of Sappenin' Podcast! As Hopeless celebrate it's thirtieth anniversary, the distributing boss behind some of the scenes most iconic albums, breaks his media silence on the labels legacy, day-to-day workloads and music industry myths. In this conversation, Posen reminisces on how he accidentally started the label, his time filming music videos, early calls with Green Day, setting up a touring Hopeless exhibit, having to buy back old memorabilia, vinyl vs streaming, cease-and-desist letters, wild publicity ideas, unhinged house gigs, pizza delivery research...
2024-08-30
1h 10
Next Mile
A Tech-Driven Approach to Empowering Independent Advisors with Shannon Spotswood
Episode 055: In this episode, Kyle talks with Shannon Spotswood, CEO at RFG Advisory, about empowering independent advisors through technology. Shannon discusses the importance of a tech-forward approach to delivering services and optimizing internal processes and what it takes to become the RIA of the future. She also shares the foundational pillars of RFG 2.0 and offers a glimpse into the future with RFG 3.0 and the strategic initiatives driving the platform's growth.In this episode: [03:23] - Shannon's money moment [07:39] - Shannon's first experience with wealth management [09:16] - Why Shannon left her career in wealth management [11:01] - How Shannon...
2024-08-06
49 min
Climate Conversations
Climate News: John Kerry remains postive at COP28; Australia's Climate Change and Energy Minister, Chris Bowen heads to Dubai
America's Presidential Climate Envoy, John Kerry (pictured), remains positive about success at COP28 - "John Kerry responds to COP28 president’s claim there’s ‘no science’ behind fossil fuel phase-out"; "Could Australia agree to phasing out fossil fuels?"; "Oil CEO says blaming the energy industry for the climate crisis ‘like blaming farmers for obesity’"; "‘Beyond justification’: Record number of fossil fuel lobbyists attend COP28 climate talks in Dubai"; "Global emissions at record highs as world continues to overspend on 'carbon budget'"; "'Part of a balanced mix': Coalition continues nuclear energy push";
2023-12-06
1h 18
What We Learned in the Markets
Whitaker-Myers Wealth Managers 2023 Economic Review & 2024 Outlook
First Trust economist Andrew Opdyke (bio below) joins Whitaker-Myers Wealth Managers Chief Investment Officer John-Mark Young as they discuss how the economic backdrop shaped up in 2023 and they discuss thoughts for where they economy may go into 2024, including will there be a recession? Andrew Opdyke Bio: Andrew is a Senior Economist and a member of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years. At First Trust, Andrew is responsible for analyzing economic indicators, writing economic commentaries and producing articles on the First...
2023-11-24
59 min
First Trust ROI Podcast
Ep 7 - Jim Bowen - What’s the Secret to Success in Financial Services? - ROI Podcast
In this episode, Ryan is joined by Jim Bowen, CEO of First Trust for a discussion about the importance of intellectual freedom, service to others, and challenging the narrative…all key hallmarks of the firm he’s led for over 30 years.📚Jim's book recommendation: Elon Musk by Walter Isaacson----------------------------------------------------------------------------------------------Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust PortfoliosConnect with us on LinkedIn: First Trust LinkedInFollow us on X: First Trust on XSubscribe to the First Trust YouTube ChannelSub...
2023-11-03
29 min
Market Insights
Speaker Series - Andrew Opdyke (First Trust)
Andrew is a Senior Economist and a member of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years. At First Trust, Andrew is responsible for analyzing economic indicators, writing economic commentaries, and producing articles on the First Trust Economics Blog. Andrew provides research and analysis to Chief Economist Brian Wesbury, Chief Market Strategist Bob Carey, and First Trust CEO Jim Bowen. Cogent’s 2017 Survey of Advisors rated First Trust’s thought leadership material as number one for most read and...
2023-10-30
32 min
Blank Podcast with Giles Paley-Phillips & Jim Daly
225. Fiona Murden on Mentoring
Fiona Murden is a psychologist and author, her books include Mirror Thinking and Defining You. She is also CEO of Oka Life, and innovative new app that matches people to mentors through behavioural scienceWe talked about Fiona's work on psychology, behavioural science, the power of mentoring and her new app Oka Life, that matches mentors to menteesFor more information on Oka Life and where to download go here: https://oka.lifeGet more from the BLANK Podcast at patreon.com/blankpodcast
2023-09-26
1h 06
Big Universe
The Zen Executive with Jim Blake
Unity CEO Jim Blake joins Jim and Sarah to discuss spiritual leadership and deliver Gems of Wisdom from his book, The Zen Executive. Intuition at work, servant leadership, finding your Why, and much more. What's important in running a major non-profit? Join us!Find out about Unity and their message here https://www.unity.org/ Learn more about Sarah Bowen and The Compassion Consortium Learn more about your ad choices. Visit megaphone.fm/adchoices
2023-08-01
1h 04
Simons Says Podcast
Episode #9 - Jim Bowen, Chairman and CEO of First Trust Portfolios
First Trust Portfolios is one of the largest providers of exchange traded funds (ETF’s) in the world, and yet many investors have never heard of the privately held company. That’s not a mistake. It’s intentional! Dave interviews Jim Bowen, the outspoken CEO and Chairman of First Trust, a man who’s not afraid to mix it up politically and who admits he’s an “acquired taste."
2023-07-28
31 min
Sappenin’ Podcast with Sean Smith
EP. 176 - Liam Cormier #2 (Cancer Bats)
Hail Destroyer. Cancer Bats vocalist, Treadwell Clothing CEO and captain of positivity, Liam Joseph Cormier, is our guest on Episode176 of Sappenin' Podcast! The Canadian sweetheart (and frontrunner for the loveliest human on the planet), returns with stories full of happiness, punk-rock and feel good energy. In this conversation, Liam opens up personally on his famous positive mindset, how learning to channel his focus early on helped him enjoy life, if anything can actually make him angry, becoming straight edge, sourcing lyrics, awkward misinterpretations, new album Pychic Jailbreak, recent lineup dynamic changes, their relationship with Wade (Alexisonfire), comedy style...
2022-04-08
1h 02
Building Efficiency Podcast
Ep. 24 - Tom Bowen, CEO, North American Roofing
Tom Bowen brings nearly 30 years of facility service, energy solutions and construction experience along with a passion for organizational culture and teamwork as the CEO of North American Roofing. Tom’s track record of customer commitment along with profitable growth and employee development was formed through leadership roles in Fortune 500 as well as nimble entrepreneurial companies throughout his career. His background in business development, general management and executive leadership throughout North America combined with vertical market and industry specific knowledge provide the foundation for his leadership approach.Most recently Senior Vice President of ABM’s Technical Solutions divisi...
2020-10-30
19 min
Up in Your Business with Kerry McCoy
Sheffield Nelson; Attorney, Businessman, Politician
Ep 196 | Aired 6/10/2020 Sheffield Nelson was born in Keevil near Brinkley in eastern Arkansas. He graduated from Brinkley High School and received his undergraduate degree in mathematics education from the University of Central Arkansas at Conway, where he was the student body president. He obtained a law degree in 1969 from the William H. Bowen School of Law at the University of Arkansas at Little Rock. From 1973 through 1984, Nelson was the CEO of Arkansas Louisiana Gas Company, since known as CenterPoint Energy. Nelson has served on the United States Commission on Civil Rights and from 2000 to 2007 on the Arkansas Game and Fish...
2020-06-12
49 min
Accelerating Entrepreneurial Success (Audio) with John Bowen
Go Beyond The Traditional Digital Landscape With Aditya Jagannathan – Episode 211
Embracing the digital landscape, Aditya Jagannathan transforms marketing thought leadership. CEO of SCI Creations, LLC, Aditya and his team provide a concierge service for any start-up or established business where innovation meets entrepreneurship. Follow a road map which allows you and your brand to execute scalable tactics to achieve brilliant results. As Steven Covey says; "Begin with the end in mind." Let this be the guiding component of your vision. Build your theme, and educate yourself in digital marketing. Appreciate the difference between working on your business and working in your business. Take the opportunity to discover your...
2018-08-21
09 min
Profiles in a Life of Purpose
Terry Trayvick: Committed to People
Once you’ve reached the top of external success measures and have a great social structure, too, what is there? Continue the exploration with this conversation as Terry Trayvick and I explore a few “light” topics — such as globalization, diversity, and future economy. We also chat about brain games and family. Terry is the Managing Partner at Fifth Level Capital and Founder and CEO of Level Five, LLC where he and his firm takes good companies to great. His expertise and skills in finance, running businesses, bringing value to companies and taking them from good to great is eviden...
2017-05-17
20 min