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Listen to Thrive Financial Services Retirement Roadmap live every Saturday at 6am! Join David and Karen Bezar, Bret Elam and Joe Krause for a Saturday Morning coffee table conversation about retirement planning. Go to thrivefinancialservices.com after the show and call for your free copy of the new book: Roadmap to Retirement. Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content provided by JAKIB Media.
 
Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices. In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world. Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1
 
The Growing Your Financial Business...The Woman’s Way Podcast is hosted by Robyn Crane, CFP®, Speaker/Trainer, 7-Figure Entrepreneur and 4X #1 Best Selling Author. Robyn interviews female financial advisors, industry influencers and highly successful entrepreneurs to give listeners innovative strategies to grow their ideal businesses so they can live their ideal lives. Robyn’s mission is to increase the footprint of women in financial services by helping female financial advisors and insuran ...
 
DiverCity Podcast is all about equality, inclusion, and diversity in financial services, with leading commentators from around the world bringing fresh perspectives to the D&I debate. Hosted by Julia Streets, on each episode we seek to shine a light on positive progress, call out areas requiring further focus and offer lots of ideas to help drive change.
 
Hosted by award-winning mortgage broker Gary Das, the Financial PRO podcast develops your knowledge to build a successful financial services business. Gary shares the ups and downs, successes and failures of building his own mortgage brokerage along with in-depth conversations with the other experts from all areas of financial services, marketing, sales, and business. The purpose of the show is to share tried and tested methods to achieve more from your business, whether it's generating lead ...
 
Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
 
Bottom-line 1st week NFL-21-12=64% =$14,000 Profit68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven)Chronicled on this Podcast and we disclose all information we have.Ask yourself “Who is making you $$$ ?”“Most expensive advice is bad advice”Process is1)Research2) Use math (which is pattern recognition not calculation and statistics)3)Rigorously apply logic4) Make a good decision that consistently results in free cash flow, profit and mon ...
 
Flex and the City is about bringing heart and soul back into financial services. Rachel Treece, CEO of fts global and The Henka Institute interviews some of the industries great leaders talks with them as human beings, their leadership style and asks them what is going to make financial services great again.
 
The Financial Services Council represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The Council has more than 100 members who are responsible for investing more than $2.8 trillion on behalf of 13million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of ma ...
 
A podcast which explores the challenges incumbent financial service brands face when looking to deliver a customer experience which is comparable if not better than the experiences provided by the launch of challenger brands. Each episode will involve a deep dive interview with client-side marketers and industry experts. And will explore a different aspect of what goes on behind the scenes when looking to deliver a great digital experience such as design, marketing, UX, technology, data, pro ...
 
Christopher Bulman is the leading financial adviser at Bulman Wealth Group. Chris has 15 years of experience in the financial services arena and is licensed in both securities and life insurance. Chris has helped hundreds of clients make important decisions affecting their financial futures and those of loved ones. Focusing in retirement planning, he assists clients with life insurance, long-term care insurance and income planning strategies.
 
PNC Bank is a highly diversified and growing financial services organization spanning the retail, business and corporate markets. PNC Bank's professional service podcasts help keep you current on industry developments, and provide informative banking commentary for professional service providers, such as accountants, attorneys, insurance providers, consultants, architects and engineers.
 
This podcast is for Entrepreneurs, Business Owners, Innovators, Thought Leaders, Creators; and those who aspire to be so. Why should you listen to me? I am a Chartered Financial Consultant (ChFC) through The American College of Financial Services, a seasoned Insurance professional, and I own and operate multiple revenue generating businesses. I will use my formal education, and experiences to teach you the dos, don'ts, and probably won'ts of multiple money making endeavors. I will also be in ...
 
The official podcast of The Financial Planning Training Academy. Hosted by Steve Martin and Damien Rylett. If you are Financial Adviser or Planner who is passionate about getting better, you have come to the right place. This is a series of conversations with the leading lights in financial services who are willing to share their knowledge.
 
intelliflo Insider addresses the most important topics affecting financial advisers today. Joined by industry friends, intelliflo will provide its insight and analysis where the latest technology meets financial services.All podcasts were recorded and produced by the Content Team at Lansons.
 
Welcome to the Financial Advocate Podcast - Formerly known as "The Special Needs Connection" & "Caring For Aging Parents." We found ourselves sharing podcasts to both shows so we decided to combine them into one podcast! You will continue to find strategies, resources and connections for dealing with the emotional, physical, and financial challenges of aging parents and raising children with special needs. Hosted by Colin Meeks, a Certified Financial Planner focusing on Eldercare Financial P ...
 
Wayne Wakefield is the Founder and President of Nevada Business Corporations and has over 35-years in Financial Services, a Businessman, and Entrepreneur. ‘Expertise’ and services include: Tax Consultant, Investment Advisor, Financial Consultant, Corporate Consultant, Domestic and International Business Consultation, Estate Planning, Pension Plan Restructuring through Self-Directed Ira and 401(k) and Trusts Contracts, Buy/Sell Agreements, State Licensing Services, and Board of Director Servi ...
 
Do you have an idea that you believe would make a good business? Concerned about how and where to get started? Or are you in business and may be considering bankruptcy? Perhaps you’re in business and are trying to recover from bankruptcy? Welcome to Financial 1st Aid hosted by Vera McCoy. Whether you’re an entrepreneur or an investor who’s wanting to start a business or considering bankruptcy, Financial 1st Aid is here to help you move in the right direction - from idea to development to imp ...
 
In the One Day is Today® program from OneAmerica Retirement Services, Peter Dunn a.k.a. Pete the Planner®, brings a friendly, approachable voice not only to retirement preparation, but a wide array of financial wellness topics. Through a series of podcasts, Pete's creative and humorous approach to buying a house, paying off debt and working with a financial professional makes these topics seem less intimidating. The views and opinions expressed in this material are solely those of Pete the P ...
 
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show series
 
Andy Storch is the author of Own Your Career, Own Your Life. We obviously chat about the book but we also dive into:Getting back into networking and live eventsCryptoCurrency & NFTS - Why did Andy spend $30k on a doodle of a lizard?Personal brandingHow to stop drifting through your career and start taking action!…
 
Anton Ruddenklau, Global Fintech Co-Lead, KPMG International speaks with Jason Pau, Chief of Staff, International for the Global Chairman and CEO of Ant Group on their new program 10x1000 Tech for Inclusion designed to close the digital skills gap.โดย kpmgfinancialservices
 
In this episode host Julia Streets is joined by Margaret Franklin, President and CEO of Chartered Financial Analyst Institute (CFA) and Fiona Hathorn, board advisor and Founder and CEO of Women on Boards UK. They discuss the importance of reporting, transparency and accountability of boards and how to help diverse talent find its route to the board…
 
Sandy is passionate about diversity and inclusion. In this episode, he throws down the gauntlet to challenge Financial Services to have the courage to change their recipe, to really achieve true inclusion. Stay tuned to find to find out what the Financial Service industry can learn from Sandyโดย Rachel Treece
 
This week's guest is Ilan Gleiser, Founder and CEO of Synarchy AI, an AI consultancy firm based in the Bay area. Ilan has a lot of hands-on experience with large enterprises, including work as Product Owner for AI Enterprise Solutions at Wells Fargo, one of the world's largest financial services firms. Today, Ilan discusses AI maturity and how to a…
 
Bottomline we were 36-16=70% =$16,000 ish profit We are the Bloomberg, CNBC And Fox Business of #sportsbetting #nflbetting #collegefootballbetting and #collegebasketballbetting Josh Vizcay MBA - Financial Services "Makes Money As Financial Services Professional -Tax Mitigates Money For Business And Wealthy Individuals" Also County Boards, City Coun…
 
Bottom-line 2nd week 18-15=55% (52.5% is bottom) NFL-39-27=59% (52.5% is breakeven) =$17,000ish in Profit + fun watching the games 68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) “Who is making you $$$ ?” “Most expensive advice is bad advice” “Who is making you $$$ ?” •17-8= 68%=$8.500 (52.5%…
 
In this episode Gary is with Pete Matthew. He is a Chartered and Certified Financial Planner and Managing Director of Jacksons Wealth Management in Penzance, Cornwall. Jacksons has been serving the financial planning needs of local families and businesses since 1923, surely making it one of the longest-established private financial advice companies…
 
Creator, entrepreneur, founder, leader, visionary — any of these words would accurately describe Suzy Batiz, best known for inventing Poo~Pourri, the transformative toilet spritzer that has now sold 80 million bottles. After experiencing some serious low points in life — bankruptcies, depression, abuse — she is now one of Forbes’ Richest Self-Made …
 
In this Episode We go over the "Bets we got wrong" 18-15=55% wk 2 *(52.5% is break even) 39-27=59% (Year To Date) You learn more from the bets you got wrong than the bets you got right Link To Hawthorne Effect www.investopedia.com/terms/h/hawthorne-effect.asp “Most expensive advice is bad advice” Process is 1)Research 2) Use math (which is pattern …
 
Steven’s returning guest this week is advisor Matthew Jarvis of The Perfect IRA. Today’s topic is a combination of backdoor Roth contributions, IRS Form 8606, and the Pro Rata Rule. Are you interested in content that provides you with action steps that you can take to deliver massive tax value to your clients? Then you are going to love our powerfu…
 
Host of the Mortgage Broker Broadcast and the Mortgages, Money & More podcast Mr Craig Skelton joins us to talk about creating a positive company culture.We find what makes Craig tick, what he's up to and how he's grown (and growing) his financial advice brands.โดย Craig Skelton, Alex Curtis
 
#businesscards #vistaprint #budget #TheEntreprenudistPodcast #RandolphLove #WealthGrowthStrategist #PropertyLossConsultant #TheMiracleMoneyVehicle #Florida #Jacksonville Want to learn how to retire comfortably in 10-15 years or less? https://randolph.taxfreetools.com/present What to Listen To Next? Are You Living Your Own Life? https://youtu.be/KcE…
 
Bottom-line 1st week NFL-21-12=64% =$14,000 Profit68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all information we have. Ask yourself “Who is making you $$$ ?” “Most expensive advice is bad advice” Process is1)Research2) Use math (which is pattern …
 
EP. 17 How Did You Come Up With Your Prices? #Price #COGS #BusincePrinciple #TheEntreprenudistPodcast #RandolphLove #WealthGrowthStrategist #TheMiracleMoneyVehicle #Florida #Jacksonville Want to learn how to retire comfortably in 10-15 years or less? https://randolph.taxfreetools.com/present What to Listen To Next? Are You Living Your Own Life? htt…
 
Bottom-line 1st week NFL-21-12=64% =$14,000 Profit 68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all information we have. “Who is making you $$$ ?” “Most expensive advice is bad advice” “Who is making you $$$ ?” •17-8= 68%=$8.500 (52.5% is breakeve…
 
In this episode Gary discusses how simple and easy it is to add a hundred grand a year to your business. Even if you're doing a million pounds, you probably know this already, but it's a super simple strategy method that seems to be overlooked. This basic principle of monitoring, measuring your digit and tracking your metrics, regardless of industr…
 
Ask yourself / who is making you money ? 68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all information we have. “Most expensive advice is bad advice” “Who is making you $$$ ?” •21-12=64%-=$14,000 ish (52.5% is breakeven) $1000.00 per game Process i…
 
Productivity is the result of everything Patty Kreamer does. Whether your desk is a mess or your head is swirling with jumbled ideas, Patty has the skills as a Certified Professional Organizer® and owner of Productivity Uncorked, LLC to get you straightened out. She is also the author of the Amazon Best-Seller A Woman’s Way: Empowering Female Finan…
 
Steven’s guest this week is advisor Thomas Kopelman, who just co-founded Allstreet Wealth. While many financial planners focus on retirees, Thomas’ niche is millennials. He often does tax planning for people whose income level is still on the rise. Are you interested in content that provides you with action steps that you can take to deliver massiv…
 
Valerie Morris is the digital marketing superstar and author of "We're All Ears: How to increase your impact, influence, and success online in a noisy world".We find out what makes her tick and how she helps people like you.โดย Valerie Morris, Alex Curtis
 
Did you know that your mindset around money can affect how you deal with your finances? Financial success is not just determined by external factors but by internal ones as well. Today’s guest is Cathy Derksen, Founder of Inspired Tenacity. She is an author, coach, mentor, and financial planner helping women tap into their greatness and achieve fin…
 
Ask yourself / who is making you money ? 68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all information we have. “Most expensive advice is bad advice” “Who is making you $$$ ?” •17-8= 68%=$8.500 (52.5% is breakeven) $1000.00 per game Process is 1)Re…
 
Ask yourself / who is making you money ? The same process using decision science and math you use to pick and investment is the same process you use to pick the teams that has the highest probability of monetizing your time watching the game Impossible to process all the information without collaboration We are betting $1000.00 on every game we pic…
 
In this episode Gary chats with Nicola Firth, CEO of Knowledge Bank, the UK’s largest mortgage criteria search system. Knowledge Bank was the first offering of its kind in the UK and the success of this platform is, in no small part, due to the fact that Nicola knew the space so well due to her background as a financial adviser, who wrote a lot of …
 
Public speaking is one of the most common fears, and Mary Cheyne knows all about getting on stage in front of massive audiences, even when you’re terrified. She may have started out as a socially awkward computer programmer, but she is now the first runner-up for World Champion of Public Speaking. No longer a programmer, she dedicates herself to he…
 
Steven’s guest is advisor Brendan Frazier, the founder of Wired Planning and host of “The Human Side of Money.” His primary focus, as a tax planner, is the psychology of advising. In other words, he helps clients keep motivated for success.
 
Flex and The City is back after a much needed summer holiday break. Today on Flex and The City episode 32, we interview the data junkie herself, Susanne Schartz , COO of SEQVOIA. 💪 Susanne Schartz is on a mission and is passionate about data and technology as the basis of business solutions that are driving growth. Stay tuned as we find out why Sus…
 
The bearded enigma and mortgage broker Lewis Shaw joins Alex on the business superhero series to talk about his own podcast on how he's been in the national press recently.โดย lewis shaw, Alex Curtis
 
Finding capital is one of the biggest challenges that any new business owner encounters. When Jurie Van Rensburg left his 9-5 corporate job to become an entrepreneur, it’s certainly one of the challenges he faced. When you burn all bridges and decide to become an entrepreneur fulltime, you will not have the same team support that you had with your …
 
68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all meth ods in the Podcast is actionable information in real time to monetize the outcomes of the games However "Salesman think short term-businessman and women think long term" We have 1000% ROI -Retu…
 
In today's episode Leo, Sundeep and I are discussing what sets Legacy Mortgage Group apart from other brokerages in the industry and the topic of " Back To School" - financing options for post secondary education and purchasing a second residence. So tune in and Enjoy !โดย Elena Russell, PFP, FMA, CFDS
 
In today's episode Izabella and I are discussing " Disruptive Healthcare" and changing landscape of homecare and healthcare in Canada as well as options that are available to clients with Infinity Healthcare Ltd. So tune in and enjoy !โดย Elena Russell, PFP, FMA, CFDS
 
68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all methods In the Podcast is actionable information in real time to monetize the outcomes of the games However "Salesman think short term-businessman and women think long term" We have 1000% ROI -Retur…
 
In this episode Gary talks about his first-hand experiences with marketing agencies and shares tips on how not to waste thousands of your budget just by knowing the basic principles of advertising, utilising organic marketing and having the low cost tactics in place before spending huge sums on paid-for strategies. Here’s the truth, most marketing …
 
I’ve talked about the necessary systems to grow your business, but have you ever thought about the systems to sell your business? Most financial professionals don’t think about exiting the industry until the last possible second, but Michelle Seiler Tucker thinks you should start looking sooner rather than later. Michelle is a Merger & Acquisition …
 
John D. Hanson Army Veteran Wealthy Entrepreneur Consultant | Speaker | Trainer | Author at Accelerated Revenue Inc. Powell, Ohio, United States linkedin.com/in/john-d-hanson-e…esstoheroicsuccess accrev.com john.hanson@accrev.com Josh Vizcay MBA - Financial Services "Makes Money As Financial Services Professional -Tax Mitigates Money For Business A…
 
Steven’s guest today is advisor William Miller, the founder of WM Wealth Planning. William regularly posts eye-catching, tax-related graphics on social media. We wanted to know more about how this became his focus.
 
Digital Marketing Supremo and friend of the Show Mr Bob Gentle joins Alex for the business superhero series.You'll hear how Bob has changed the fortunes of the brands he works with, the importance of a personal brand and what it's like to work with Bob directly.โดย Alex Curtis, Bob Gentle
 
If you want to protect yourself and your family financially, then understanding insurance policies is a great way to start. Knowing and understanding your insurance policy will give you the know-how to leverage it effectively. In this episode, Vera McCoy, Esq. sits down for an interview with Steven LaBroi, Chief Strategist of The LaBroi Insurance G…
 
68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all methods In the Podcast is actionable information in real time to monetize the outcomes of the games However "Salesman think short term-businessman and women think long term" We have 1000% ROI -Retur…
 
In this Swift Chat interview, Jonny Swift of Impact Communications speaks with Angel Gonzalez, Chief Marketing Officer and Co-Founder of Snappy Kraken, a marketing automation and growth platform for financial services professionals. Learn about what's working for advisors today when it comes to digital marketing and what trends we're seeing on the …
 
It’s Tax Q&A Friday and Steven has a question submitted by an advisor via LinkedIn. Jim asks if we’d do an episode on donor-advised funds (DAFs). The short answer is, “Yes, we’d be happy to.” Donor-advised funds aren't the only means of charitable giving but they have to be considered if a client is charitably-inclined.…
 
68% Last 2 NFL Football And College Football Regular Season, Bowl Season & Playoffs (52.5% is Breakeven) Chronicled on this Podcast and we disclose all meth ods in the Podcast is actionable information in real time to monetize the outcomes of the games However "Salesman think short term-businessman and women think long term" We have 1000% ROI -Retu…
 
In this episode Gary talks about his number one, proven lead generation strategy. Social media is constantly evolving, if you’ve watched your post reach on Facebook shrink or wondered why your posts on Instagram aren’t getting the engagement they used to, you’re not alone. It’s harder than ever to grow your social media audience without paid advert…
 
Steven’s focus today is Health Savings Accounts (HSAs). Money goes into an HSA pre-taxes and as long as expenditures are for medical expenses, the balance is never taxed. As health care costs may not lower anytime soon, HSAs can be lifesavers.
 
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