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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 ...
 
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 ...
 
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.
 
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.
 
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their ...
 
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 ...
 
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 ...
 
Take control of your financial future by joining us on Ireland's Independent & award-winning Investment & Retirement Planning Podcast, with Paddy Delaney (QFA RPA APA). Join Paddy & guests as they cut through the noise, nonsense and smoke-n-mirrors of financial services in Ireland. We want you to avoid costly mistakes and to make informed financial decisions in your investments and retirement planning. Paddy Delaney QFA RPA APA
 
As a financial advisor, marketing is the key to your success. Whether you've been in financial services for thirty days or thirty years, this podcast will help you become a better prospector so you can get more clients with less stress. James Pollard, from TheAdvisorCoach.com, shares his insights on what it takes for you to build your book of clients with less stress.
 
John and Brent Kuykendall welcome you to the GulfCoast Financial family of friends. Our mission at GulfCoast is to work individually with our clients to help secure their financial future. Experience the difference between being just a client and belonging to a family of friends. GulfCoast Financial Services, Inc. operates as a Registered Investment Advisor (RIA) operating in Florida and Texas. With Belinda, Blake, and Melissa, our commitment to our clients and our community never wavers. Re ...
 
The podcast is based on Amanda Cassar's book: Financial Secrets Revealed and asks people from all walks of life about their money journey. Whether surviving on Government pensions; or thriving with multi-million dollar enterprises or running global charities; Amanda wanted to go behind the scenes and unveil the financial secrets behind the people. These interviews do a deep dive into people's money stories, the lessons they've learned, how they've overcome setbacks and asks about the legacie ...
 
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 ...
 
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 ...
 
Gaslighting 101 In 1944 there was a famous movie released by the name “Gaslight.” The film is the story of a man who marries a woman after a whirlwind relationship to manipulate her for financial gain. Throughout the movie, the husband proceeds to do a variety of deceptive things to convince his wife that she is insane to gain control over her and her wealth. The movie’s theme slowly created the term gaslighting, to describe a type of manipulative behavior that a person uses to try to deceiv ...
 
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show series
 
Join Zeynep Meric-Smith, Partner, Wealth and Asset Management Consulting & Head of Private Assets Consulting for KPMG in the UK and Lorelei Graye, President of Private Capital Data Standards Alliance (PCDS) as they discuss the journey to the a mutually beneficial model for transparency as well as increasing the fluidity of data exchange in the priv…
 
In this episode host Julia Streets is joined by Professor Atul K. Shah, a broadcaster and Lecturer at City University in the Department of International Politics, who has written many books on topics including ethical finance, accounting, risk, diversity and sustainability, and Anjli Shah, Investment Director at Aberdeen Standard Investments. They …
 
If you work in financial services and you care for the clients the industry supports and the people it employs you have to listen to this podcast. If you lead in the industry and believe in ethics and morality at your core you have to listen to this podcast. I know you are busy and even a punchy podcast needs a moment. Take that moment. 🙏 Andy Agat…
 
This week’s guest is Ilan Gleiser, Founder and CEO of Synarchy AI, an AI consultancy based in the Bay Area. Ilan has worked with large organizations, including a role as Product Owner for Artificial Intelligence Enterprise Solutions at Wells Fargo, the third-largest bank in the U.S. In this episode, Ilan explains his process for filtering projects …
 
This week we have a new host! Ali Topan will be hosting episodes on the Financial Planner Life podcast focused on mortgage careers. Ali is joined by Jon Stones, the director of Mortgage 1st. We discuss how Jon got into the industry, how he maintains harmony within his team, advice for anyone looking to be self-employed within mortgages as well as h…
 
Thanks for coming back to us in this Episode 201! This week I tell you about bad investment funds in Ireland, it promises to be a doozy! I hope it is actionable and impactful for you in your own wealth creation and preservation. This week I'll share some insights on the following: Another specific example of the ridiculousness that is Investment Fu…
 
This week on the Retirement Tax Services Podcast, Steven’s guest is CPA Mike Jesowshek, host of the Small Business Tax Savings Podcast and founder of JETRO and Associates. Today’s focus is tax planning strategy—by maximizing deductions—for yourself and your clients. Are you interested in content that provides you with action steps that you can take…
 
Most financial advisors know they shouldn’t do everything themselves. You’ve probably heard it before - figure out the type of work that makes you the most money and outsource the rest. Easy, right? But most financial advisors never outsource anything. It’s not because they like doing everything themselves. Most are afraid of someone screwing up an…
 
Begin the process of refining and defining how to generate the amount of income required from your portfolio. Understand the investment options capable of generating income and consider how they are equipped to suit your needs. Tune in as John Kuykendall walks you through the steps to help you better prepare for retirement.…
 
In this episode Gary is with Spencer Lodge, Co-founder and Chairman of The Blue Sky Thinking Group (BSTG), a company valued at over 100 million dollars. He was voted as one of the Top 100 Most Influential People in Dubai and for many decades he has been making waves in the international financial services and sales industry. With over 24 years of e…
 
Melissa Myers, CFP®, accomplished all her life goals by age 40, and now she’s working with me to see how much higher she can soar. After leaving the pre-approved industry strategies behind, she has tripled her revenue to over $300,000 and her business keeps growing, allowing her to provide thoughtful, transformational service to women all over the …
 
Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces Susanne Bransgrove, Founder of Families in Transition, LiquidGold Consultants and now the Women in Family Business Network. I first met Susanne, now lovingly known as Susu when she was working in corporate firms in the finance sector in Australia after moving o…
 
Micah Shilanski joins Steven on the podcast this week to talk about a recent experience his team had with a problematic tax return. Micah's team noticed some red flags and then sent the return to the RTS team for review. Keep listening to find out how they resolved the situation without ruffling any feathers.…
 
Most financial advisors make marketing harder than it needs to be. They see themselves as financial experts, not marketers. That’s why they think it’s hard to attract clients online, so they make it hard. But if you simplify marketing, getting clients becomes easy. All you have to do is understand the principles of marketing and implement them. In …
 
We get a lot of questions from listeners on the show and would love to help answer yours. Post any questions that you may have about retirement below. We would be honored to ease your mind and guide you to a more comfortable retirement. Make sure you also follow the link to tune in to this episode. As always John Kuykendall supplies lots of free in…
 
This week Sam is joined by financial planner Ciaran Ruttledge, 1 year into his role at Ablestoke Financial Planning. Ciaran actually contacted Sam through the podcast around a year ago and said that he wanted to become a financial planner and now he’s going to share that successful journey with us. For obvious reasons this is the perfect episode fo…
 
In this episode Gary talks about the training - or lack thereof - in the mortgage industry. Gary believes that the training for new people coming in the mortgage sector is nowhere near as good as it should be and that needs to change. The role of a Mortgage Adviser is one for which there is significant demand in the UK job market and it is one of t…
 
Everyone wakes up with 24 hours in their day, but Gina Cotner can help you make the most of it. Gina is the founder and CEO of Athena Executive Services, a firm that pairs virtual Executive Assistants around the United States with swamped and successful entrepreneurs like you. As a former assistant and now an entrepreneur herself, Gina knows that b…
 
Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces Peter Baines, a global speaker, charity founder, consultant and author. Amanda first heard Peter speak at a conference many years ago, introducing how we went from forensic cop working the aftermath of the Boxing Day Tsunami to starting the charity Hands Across…
 
Steven’s guest this week is Jamie Bosse, a CFP with Aspyre Wealth Partners. She’s an established author, having published articles and books on financial literacy. On this episode, Steven and Jamie discuss retirement tax planning for her clients, who are mostly young entrepreneurs.
 
What’s holding you back from achieving your business goals? You might think it’s a lack of experience, tough competition or not enough time. But for most financial advisors, their own biased thinking holds them back more than anything else. If biases dominate your thinking, your business goals will stay out of reach forever. But if you can clear up…
 
Peak Mortgages is a relatively young business but they have a hefty number of Google reviews, an enviable social media presence and the coolest office in FS!Hear how Rhys has grown his brokerage and what's in store for the future.저자 Alex Curtis, Rhys Schofield
 
In this episode Gary is with Mark Burgess. He is a successful entrepreneur, international speaker, best-selling author, TV personality and recently featured on Forbes.com. Mark has worked in and built businesses around the property sector for the past 20 years. Mark is the founder of Iceberg Digital who has offices in the UK and Asia. He is the aut…
 
Denise Hagan is one of the most delightful people you’ll ever work with — I know this as her coach, and so does her ever-expanding team. She has all sorts of qualifications, including CFP®, ChFC®, CLU®, RHU®, and is one of the leading women in NE Florida for Northwestern Mutual Wealth Management Co., where she runs an integrated, nationwide practic…
 
Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces Babette Bensoussan, the daughter of French Moroccan immigrants to Australia who now advises and coaches organisations and business leaders around the world. Babette is The Decisions-Making Maverick™at MindShifts: Life, Leadership & Business Coach. She is also a…
 
Mark's business is just over a year old and it's moving at an incredible rate! He now has about 4 (we lost count) brands and websites.He's learnt SEO and some Google Ads to make sure not just he but new advises have a reliable source of leads.Let's catch up with Mark Robinson from Albion Mortgages, or is it Teacher Mortgages, no it's Willsmiths, or…
 
With all the marketing methods, strategies and channels out there, it’s easy to get overwhelmed. If you had a podcast, LinkedIn, newsletter, Instagram, TikTok and everything else “experts” say you need, you’d be a marketing department - not a financial advisor. But you can use effective marketing strategies to get clients without turning into a ful…
 
The cost of living is on the rise. People are reasonably concerned with the quick and significant changes we have seen in the cost we pay for day-to-day living and the things we are used to paying for. Tune in as John Kuykendall helps you plan and prepare for retirement.저자 John Kuykendall
 
In this episode Gary talks about his recent mistakes whilst developing his company’s CRM system. Everyone makes mistakes. What’s more, millions of people may have experienced the same gaffes before you. It’s easy to imagine you’re the first to be unsuccessful at something, but you’re not alone. When you make an ‘error’, it is important to let yours…
 
Have your clients started asking you about cryptocurrencies and blockchain? If they haven’t, it’s only a matter of time, and that’s why I’m so excited to have Liat Aaronson on the show. Liat is COO and co-founder of Horizen Labs, a leading company building technology that allows businesses and developers to quickly and affordably create their own b…
 
Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces David Braithwaite, a financial adviser based in Kent in the UK. David is an award-winning adviser who runs Citrus Financial. He is often to be found on the public speaking circuit and spruiking money tips for BBC Radio Kent. In his spare time, he also works as …
 
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!…
 
As a financial advisor, your expertise is centered around stocks, funds and other investments. But what if a client needs help with Medicare? It has a significant impact on your client’s financial life - and supporting them with it lets you earn even more of their trust. This week’s guest Brian McArthur helps financial advisors’ clients get the bes…
 
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 …
 
Welcome to the Financial Secrets Revealed podcast episode where Amanda Cassar introduces multi award winning Financial Adviser, Jenny Brown; whom I originally met via Twitter. Jenny lives with her partner and three dogs on the Mornington Peninsular in southern Victoria. She is the CEO & Founder of JBS Financial Strategists, a public speaker and cur…
 
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 Sandy저자 Rachel Treece
 
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.저자 Craig Skelton, Alex Curtis
 
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