최고 Shana Sissel 팟캐스트 (2024)

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13. How Did We Get From Pageant Queen to Queen of Alts? With Shana Orczyk Sissel 1:09:03

3d ago1:09:03

1:09:03

Join us as Shana Orczyk Sissel, founder of Banríon Capital, shares her journey into finance without a traditional finance degree. From her experiences in sports, theater and pageants to overcoming ADD and navigating challenges in a demanding industry, Shana’s story highlights resilience and creativity. She talks about building her business and bala…

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 20 | Building Your Career and Banking on Yourself with Luke Lloyd 39:22

5d ago39:22

39:22

How can a young professional build a network? Should they invest in the markets, or crypto? Luke Lloyd shares his journey from a blue-collar upbringing to building financial strategies for today’s economy. He talks about early lessons with his dad, the power of stepping out of comfort zones, and the importance of real connections and mentorship. We…

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How to Build Trust and Win Clients By Communicating With Intention With Joe Steuter (Ep. 490) 31:56

5d ago31:56

31:56

Anyone can talk. But how good of a communicator are you? In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Joe Steuter — Chief of Communications at Intention.ly — about the critical role that intentional communication plays in the success of financial advisors. Joe shares his extensive experience in helping advisors devel…

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12. How Did We Get From Astrophysics to Editor-in-Chief? With Lara Crigger 52:27

10d ago52:27

52:27

In this episode, Lara Crigger talks about her journey from studying astrophysics to becoming a writer and working in commodities and ETFs. She shares how she followed her passion for storytelling, turned down scholarships, and balanced a busy career with motherhood. Lara also talks about overcoming challenges like burnout and grief, rescuing her do…

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Fidelity's Ilan Kolet: Investing for Soft and Hard Landings into 2024. How? 49:32

12d ago49:32

49:32

Pierre welcomes back Ilan Kolet, Institutional Portfolio Manager at Fidelity Investments. This episode delves into Ilan's expert analysis on U.S. and Canadian economies amid ongoing global economic shifts. Discover insights on the Fed's unprecedented rate cuts, the productivity expansion in the U.S., challenges facing the Canadian economy, and Fide…

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Proven Strategies for Scaling Your Advisory Business and Enhancing Client Experience With Kristin Harad (Ep. 489) 30:04

12d ago30:04

30:04

Oh, those messy middles! In this episode of the Top Advisor Marketing Podcast, host Matt Halloran chats with Kristin Harad — founder of Full Advisor Coaching — about how to build a thriving advisory business while maintaining personal fulfillment. Kristin talks about navigating the “messy middle” of financial firms — businesses that have scaled but…

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11. How Did We Get From Internet Newbie to Nitrogen? With Aaron Klein 1:16:43

17d ago1:16:43

1:16:43

Aaron Klein’s childhood struggles with money and near foreclosure shaped his approach to risk and opportunity in his career. Despite early failures, he founded Riskalyze (now Nitrogen), a company that revolutionized financial advising by creating a way to measure risk with a "risk number." Through his story, Aaron touches on resilience, timing, and…

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NBI's Martin Lefebvre: Q4 2024-2025 Market and Economic Outlook 35:43

18d ago35:43

35:43

In this episode of the Insight is Capital podcast, Pierre talks to Martin Lefebvre, Chief Investment Officer at National Bank Investments. They explore Martin's outlook on the economy, fixed income, and equities, amid a backdrop of U.S. stock highs, falling bond yields, and changing labor market indicators. They discuss the recent Federal Reserve's…

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What's the Alternative? | Episode 15 | The Ins and Outs of ETFs featuring Vince Lorusso 48:48

19d ago48:48

48:48

Shana sits down with Vince Lorusso, President & CEO of Clough Capital Partners L.P., who shares how he went from a family of lawyers to becoming a finance professional. He talks about his passion for finance, transitioning from hedge funds to exchange-traded funds (ETFs), and the benefits of ETF strategies like transparency and tax savings. Vince a…

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Get Noticed on LinkedIn Now: How To Spark More Conversations With Jessica Brown (Ep. 488) 34:42

19d ago34:42

34:42

LinkedIn is the social media platform for professionals. And as someone offering professional services, you have a presence there. But leveraging its potential takes more than just being present. In this episode, Matt Halloran welcomes ProudMouth’s own Marketing Editor, Jessica Brown, to share data-backed strategies to increase meaningful engagemen…

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10. How Did We Get From Dishwasher to CFA®? With Derek Hagen 1:00:04

24d ago1:00:04

1:00:04

In this episode, we share the inspiring story of Derek Hagen, who overcame poverty and started working at a young age to eventually become a successful financial advisor. Derek’s journey shows how hard work, education, and perseverance can change your life. He talks about finding his passion for finance, navigating career choices after college, and…

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From Best-Kept Secret to Industry Authority: Grow Your Influence with Proven Strategies With Kirk Lowe (Ep. 487) 35:29

26d ago35:29

35:29

Are you ready to stop being the best-kept secret? In this special replay episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe share how financial advisors can accelerate their influence – which they define as the ability to get people to like, know, and trust you – in order to grow your business and spend less time chasing pros…

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9. How Did We Get From Farm School to Financial Planner? With Cullen Roche 1:20:39

1M ago1:20:39

1:20:39

In this episode of “How Did We Get Here?”, Cullen Roche shares his journey from a unique childhood to becoming a leader in finance. Raised on a farm in Washington, DC, Cullen’s large family helped shape his independent yet team-oriented mindset. Cullen discusses how his wife’s influence guided him from stock picking to financial planning, and how m…

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Shana Sissel – From Long/Short to Long Sports: Exploring Unique Uncorrelated Alternative Investments 1:11:33

1M ago1:11:33

1:11:33

In this episode of 'Raise Your Average,' co-hosts Pierre and Mike welcome Shana Orczyk Sissel, CEO at Banrion Capital Management. We explore Shana's 20-year journey in wealth management, her experience and insights on alternative investments, and the evolving landscape of the industry. Shana shares her personal story of transitioning from a career …

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How to Build a Lead Magnet That Brings In Ideal Clients With Hillary Gale (Ep. 486) 26:58

1M ago26:58

26:58

Use a lead magnet. You’ve heard that before. But are all lead magnets created equal, and can you cast your net far and wide with it? (Should you?) So many questions… How can you effectively attract and convert ideal clients using lead magnets and marketing funnels? In this episode, Matt Halloran welcomes Hillary Gale — founder of Moneta Copy — for …

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8. How Did We Get From Concert Promoter to CFP®? With Nick Gertsema 47:23

1M ago47:23

47:23

In this episode, we explore how unexpected career twists can lead to fulfilling paths. Nick Gertsema shares his journey from concert promoter to financial advisor, showing how embracing change can open new opportunities. We also discuss the story of a father and son who took unconventional career routes, offering lessons in resilience and finding o…

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Todd Finkle: A Fresh Take on Warren Buffett 1:27:48

1M ago1:27:48

1:27:48

In this episode of Insight is Capital, Pierre welcomes Dr. Todd Finkle, esteemed Pigott Professor of Entrepreneurship at Gonzaga University and author of 'Warren Buffett: Investor and Entrepreneur.' Dr. Finkle draws on nearly two decades of research and personal experiences and notably, his connection to the Buffett family (he shares his memories o…

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Growth Through Niche Expertise: Strategies for Building a Referable Advisory Business With Brian Haney (Ep. 485) 30:13

1M ago30:13

30:13

Question: How can you effectively build a niche-focused advisor brand that positions you as a thought leader and drives organic business growth? Answer: You start with this podcast episode. Matt Halloran is joined by Brian Haney — Founder and CEO of The Haney Company — to explore his battle-tested strategies for building a powerful brand within a n…

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7. How Did We Get From Paperboy to Wall Street? With Bob Seawright 47:42

2M ago47:42

47:42

In this episode, we talk with Bob Seawright, who went from being a paperboy in his hometown to becoming a Chief Investment Officer and a well-known writer. Bob shares how his early jobs, like delivering newspapers in the cold and umpiring baseball games at 14, taught him important lessons that shaped his career. He also opens up about his journey f…

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Master Marketing With the Two-Toed Sloth Strategy With Kalli Fedusenko (Ep. 484) 27:07

2M ago27:07

27:07

Channel your inner two-toed sloth. Bet that’s the first time you’ve heard that advice. In this episode of the Top Advisor Marketing Podcast, host Matt Halloran talks to Kalli Fedusenko from Kalli Collective about the importance of a strategic — and a patient — approach to marketing, much like the slow and deliberate movement of a two-toed sloth. Sh…

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6. How Did We Get from Gender Bias to Thriving in Finance? With Arlene Moss 38:35

2M ago38:35

38:35

In this episode, we talk with Arlene Moss about her 30-year journey in the financial world. Arlene shares how she stayed true to herself, even in an industry that often pushes people to fit in. Starting on Wall Street in the early 2000’s, Arlene faced challenges like gender bias but used these experiences to grow and change. She also discusses bala…

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The Power of Authenticity: How to Differentiate Your Advisory Firm with Alternative Investments With Shana Sissel (Ep. 483) 27:38

2M ago27:38

27:38

How do you truly stand out in a crowded and competitive industry? In this episode of the Top Advisor Marketing Podcast, host Matt Halloran interviews Shana Sissel, the “Queen of Alternatives” and CEO of Banríon Capital Management. She opens up about the challenges she has faced as a successful woman in a male-dominated industry, sharing how she has…

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5. How Did We Get From Furniture Mart to Finance? With Stoy Hall 37:56

2M ago37:56

37:56

What if everything you know about money is wrong? Join us as Stoy Hall, the founder of Black Mammoth and host of the NoBS Wealth podcast, shares his story—from growing up with a hardworking single mom to delivering appliances. Stoy's experiences teach us what real wealth means. We also explore four common money mindsets and how they shape your fina…

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From Jockey to Financial Advisor: A Blueprint for Niche Success With Billy Peterson (Ep. 482) 28:50

2M ago28:50

28:50

You’ve heard the advice a hundred times before, but knowing what to do is not the same as knowing how to do it. So, how can you effectively leverage niche marketing and personal branding to grow your financial services firm and establish credibility with clients? In this episode, Matt Halloran is joined by Billy Peterson — president of Peterson Wea…

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4. How Did We Get From Proofreading to Morningstar? With Christine Benz 50:42

2M ago50:42

50:42

In this episode of "How Did We Get Here?", we chat with Christine Benz, an expert in retirement and investment planning. Christine shares her unique career journey, starting from proofreading medical journals to building a long career at Morningstar. We explore how her dedication and curiosity led her from being a copy editor to a mutual fund analy…

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Stop ‘Podcast Guessing’: How Advisors Can Succeed at Podcast Guesting With Tom Schwab (Ep. 481) 32:42

2M ago32:42

32:42

Do you want to turn your podcast appearances into more business wins? You shouldn’t have to guess your way to success. Get insider tips on how to strategically attract your dream clients and grow your influence with guesting. In this episode, Matt Halloran talks to Tom Schwab — co-founder of Interview Valet — about how to leverage podcast guesting …

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Macro Outlook and Defensive Investing Strategies with Bob Elliott 1:17:53

2M ago1:17:53

1:17:53

Bob Elliott, CEO, and CIO at NYC-based Unlimited Funds joined us on the show. We discuss his 13 years experience at Bridgewater Associates (10 years as head of Ray Dalio's investment research team), and the lessons he learned from the Global Financial Crisis. We get into the more recent period of ecomomic upheaval, and today's macroeconomic landsca…

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3. How Did We Get From IT to Finance? With Meg Bartelt 43:13

2M ago43:13

43:13

In this episode, we sit down with Meg Bartelt, a financial planner with a background in tech writing, to talk about smart money moves for your 20s, 30s, and 40s. Meg shares her personal journey, from working in IT during the dot-com boom to helping people navigate their finances today. She explains why your habits and emotions often matter more tha…

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Justin Huhn: The Generational Bull Case for Uranium 1:16:52

2M ago1:16:52

1:16:52

Uranium expert Justin Huhn, Founder & Publisher of Uranium Insider, joins Pierre Daillie and Mike Philbrick on the show to discuss the unfolding generational bull case for uranium and the entire uranium and nuclear power generation sector. We explore the cyclical nature of the uranium market, current supply and demand dynamics, and the impact of ge…

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Transitioning to Independence: How RFG Advisory Makes it Easier With Abby Salameh (Ep. 480) 28:46

3M ago28:46

28:46

Thinking about transitioning to a new broker-dealer or becoming fully independent? You’re not alone. Financial services is an industry constantly on the move.But what exactly do you need to consider and do?저자 Matt Halloran, CRO at ProudMouth

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2. How Did We Get from Film to Finance? With Dave Nadig 29:46

3M ago29:46

29:46

Ever wondered what it takes to make a big career shift or take a life-changing sabbatical? In this episode, we chat with Dave Nadig, who shares his journey from Hollywood screenwriter to finance professional. Dave talks about pursuing an MBA and diving into finance, showing how understanding money and embracing the unknown can lead to unexpected, f…

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Momentum Marketing: How to Grow Your Business Like Your Clients Grow Their Portfolios (Ep. 479) 34:58

3M ago34:58

34:58

To beat the market, you’ve got to buy and hold. To win at marketing… you need to do the same thing.Marketing, like investing, should be approached with a long-term perspective, focusing on building "marketing equity" through consistent efforts that compound over time. It is NOT a quick fix.저자 Matt Halloran, CRO at ProudMouth

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 19 | Understanding and Overcoming Financial Abuse Featuring Jacqueline Schadeck 40:04

3M ago40:04

40:04

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

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Mutiny's Jason Buck on Navigating Volatility: Defense? How? Why Now? 59:56

3M ago59:56

59:56

In this episode of Insight is Capital, Pierre Daillie chats with Jason Buck, Chief Investment Officer at Mutiny Fund, to discuss defensive and offensive strategies in portfolio management - with equity valuations of the "Magnificent 7" it's now particularly essential for advisors and investors alike to consider defense ahead of any potential revers…

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1. How Did We Get Here? 19:08

3M ago19:08

19:08

Ever wonder how a college dropout becomes a top financial advisor? In the very first episode of "How Did We Get Here?," hosts Jess Bost and Mark Newfield share their own remarkable career journeys. From Mark's days under the hood of cars to his rise in finance, you'll find inspiration in their stories. Jess adds a heartwarming touch with an anecdot…

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How to Confidently and Compliantly Leverage Client Testimonials With Whit Lanier (Ep. 478) 31:28

3M ago31:28

31:28

Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations?저자 Matt Halloran, CRO at ProudMouth

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FactSet's Elisabeth Kashner – The Scoop: Deep ETF Trends Insights 59:49

3M ago59:49

59:49

In this conversation, Pierre Daillie interviews Elisabeth Kashner, Director of Global Funds Research, FactSet, about the trends and challenges in the ETF market. They discuss the slow pace of ETF flows in 2024, the impact of the Fed's rate cuts, and the attractiveness of cash investments. They also explore the rise of actively managed equity ETFs a…

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How One Advisor Turned His Travel Into a Business Asset With DeAndre Coke (Ep. 477) 28:04

3M ago28:04

28:04

Quick question: Can having a seemingly unrelated "hobby" podcast actually benefit your financial services practice?Quick answer: You bet it can!저자 Matt Halloran, CRO at ProudMouth

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 18 | Supporting Small Business Through Micro Private Equity featuring Kyle Kuderewski 36:36

3M ago36:36

36:36

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

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Som Seif Investment Review and Outlook - Positioning for Unclear Markets 47:24

3M ago47:24

47:24

Join us as we catch up with Som Seif, Founder and CEO of Purpose Investments. In this episode of Insight is Capital, Som shares his perspectives on the current volatile market environment, discussing trends in stocks, bonds, and interest rates. With a focus on sustainable investment solutions and economic productivity driven by AI, Som shares his v…

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Time is Money: Should You Outsource Your Podcast? (Ep. 476) 39:11

3M ago39:11

39:11

Podcasting: to outsource, or not to outsource. That is the question.저자 Matt Halloran, CRO at ProudMouth

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What's the Alternative? | Episode 14 | The Smoothing Effect featuring Cliff Asness 50:57

3M ago50:57

50:57

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

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Joel Litman: Market Review & Outlook–"GAAP is not truth or reality" for investors 1:28:20

3M ago1:28:20

1:28:20

Join us on the Insight is Capital Podcast as we interview Joel Litman, Chief Investment Strategist at Valens Research, discussing insights into the current equity, bond markets, and the challenges in commercial real estate. Discover the strong investment potential of the U.S. amidst global shifts, encouraging a disciplined, long-term investment str…

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Steve Hawkins Returns: Innovation and the Future of ETFs 43:58

4M ago43:58

43:58

In this episode of Insight is Capital, Pierre Daillie, Managing Editor at AdvisorAnalyst.com catches up with Steve Hawkins, CEO of Longpoint ETFs. After a notable career leading Horizons ETFs (now Global X ETFs Canada) and a brief retirement travelling the world, Hawkins discusses his market outlook, his return to the investment industry with his n…

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Attract Ideal Clients by Being Your Non-Negotiable You With Angie Wisdom (Ep. 475) 25:46

4M ago25:46

25:46

Be your own loud. The non-negotiable you.저자 Matt Halloran, CRO at ProudMouth

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The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 17 | The Psychology of Investing featuring Eben Burr 46:10

4M ago46:10

46:10

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

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National Bank's Daniel Straus: Extraordinary ETF Insights, Outlook 1:03:42

4M ago1:03:42

1:03:42

In this episode of 'Insight is Capital', host Pierre Daillie sits down with Daniel Straus, Director and Head of National Bank Financials' ETF Research and Strategy Group, to discuss trends in the ETF market both in Canada and the U.S. They explore recent market conditions, the dynamics between U.S. and international equities, the role of AI and tec…

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Fidelity's Ilan Kolet: Investment Outlook–Harnessing Liquid Alternatives 56:13

4M ago56:13

56:13

In this episode of the Insight is Capital podcast, Ilan Kolet, an Institutional Portfolio Manager in Fidelity's Global Asset Allocation team, discusses the current investment landscape, focusing on the divergence between the Canadian and U.S. economies, the significance of productivity growth, and the strategic inclusion of liquid alternatives in i…

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Scale Your Practice and Reclaim Your Life With Stephanie Bogan (Ep. 474) 28:11

4M ago28:11

28:11

Is it possible to experience exponential growth and still prioritize joy, freedom, and impact?저자 Matt Halloran, CRO at ProudMouth

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What's the Alternative? | Episode 13 | Micro Private Equity: Investing in Small Business featuring Mike Vranjkovic 42:32

4M ago42:32

42:32

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

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