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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
 
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.
 
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 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.
 
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 ...
 
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 ...
 
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.
 
Do you know if you are making the right decisions for your life with your money? Are your financial plans the right ones for you? Many people don't know what they don't know about planning for their financial future. In this show Mark Singer gives tips, insights and information to help guide you in making more confident decisions that fit your life. Mark Singer CFP® and President of Safe Harbor Retirement Planning has 25 years of experience in the financial services industry. In 1990 he foun ...
 
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.
 
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
 
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.
 
The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Securities offered through Kalos Capital, Inc. and Investment advisory services offered through Kalos Management, Inc. located at 11525 Park Wood Circle Alpharetta, GA 30005. Skrobonja Financial Group is not a subsidiary of Kalos Capital, Inc. nor Kalos Management, Inc.
 
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 ...
 
Financial awareness and money issues are often pushed to the bottom of our to-do lists. In The Australian Financial Focus we talk to financial experts and everyday people who share ideas and tips for making your finances a focus - and moving you closer to your financial goals. Barry Wilkinson is the Director/Principal Broker Mortgage Broker at SW Brokerage- https://swbrokerage.com.au/ and has been a successful and motivated Mortgage Broker since 2004. A strong lateral thinker, Barry values p ...
 
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 ...
 
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show series
 
Our guest this week is Greg Council, Vice President of Marketing and Product Management at Parascript. Parascript is a smaller AI vendor in the financial services space, and they do a lot in document search and discovery and other kinds of NLP-oriented processes. In this episode, Greg gives an in-depth description of the manual methods to cash a ch…
 
What an absolute legend! From £50k in debt with mental health and drug addiction problems to growing brokerage and a financial transformation course.There's also a lot of chat about a stray cat that you won't want to miss.Richard Crow is an absolute character and we're delighted to introduce you to him.…
 
In this episode, host Julia Streets is joined by Norma Gillespie, CEO of Resource Solutions and Manisha Patel, Inclusion and Culture Advisor. Together they discuss the ‘great resignation’ and the rise of Returners within financial services. They consider the different types of inequalities around when and why women have left the industry and why th…
 
This week on Flex and the City, we have the privilege to speak to the very kind, encouraging, inspiring Alan Chalmers, who leaves an incredible impression on people whenever he interacts with them. Alan, is the former publisher of Funds Europe and well known in the Financial Services industry with an incredible depth of knowledge about the industry…
 
In this Swift Chat conversation, Marie Swift of Impact Communications, Inc. speaks with Haleh Moddasser of Stearns Financial Group. The two talk about Haleh's new podcast "Women On Top with Haleh Moddasser," Haleh's two books (one on gray divorce and one on ESG investing), and how Haleh sees the role of women in creating social change through the p…
 
This week Sam is joined by Anthony Villis, MD of First Wealth, a Chartered Financial Planning Firm of the year 2021/22. Anthony tells us why he invests so heavily in the wellbeing of his staff and why he chose to make his firm a B Corporation certified business. He explains how this has helped his staff, local community and the environment. Anthony…
 
Employees love their 401(k)s, but love can be blind. These plans are riddled with traps, restrictions and caveats that are not apparent until you attempt to access your money out of the plan. Retirement savers need to open their eyes to some serious flaws built into these accounts. A 401(k) is a type of employer-sponsored retirement savings plan ut…
 
It’s rare that I bring a man on the show, but Jason Fladlien has unique expertise in blockchain and cryptocurrency that needs to be shared — especially for skeptics. The founder and CSO of Rapid Crush, Inc., Jason is best known for being the $100 million webinar man. Like most people, he also used to be skeptical of crypto until he really started l…
 
This week we share a few nuggets that I hope will offer clarity and assurance on a few key aspects of our investment and pensions planning; -Important changes to pensions in Ireland coming into force -An update on Active Manager performances -The link between balance and longevity! I hope it is useful for you - I sure enjoyed doing it! Paddy.…
 
Steven’s guest this week is Michael Eckstein, the founder of Resting Business Face (formerly known as Eckstein Advisory). Not many advisors focus on serving super small businesses such as freelancers, but Michael and Steven discuss the value that one can provide to this particular demographic.
 
As a financial advisor, you help clients achieve their financial goals. So you first need to find out what their goals are. But the worst way to do that is to ask them. In fact, if you ask your clients about their goals, you might be sending them straight to another advisor. That’s because all humans are irrational and biased. Once you accept that,…
 
This week Elena is joined by Leigh Dunkley, Financial Wellbeing lead at Schroders Personal Wealth. Did you know that 47% of UK adults are regularly stressed about their finances, that’s almost half of the population and that’s why Leigh is here to talk about the ‘taboo’ topic of money! Leigh explains why we should consider our financial wellbeing i…
 
Finding Yield In a Low Interest Rate Environment It is no secret that savers are having a difficult time knowing how and where to hold their cash in this low interest rate environment. Storing money in traditionally “safe” places no longer makes sense and has pushed some into more risky alternatives — such as fixed income securities like bonds and,…
 
The financial industry can feel like an old boys’ club, for both the advisors and the clients. Pam Capalad wants to change that, and it shows in her work. She is the founder of Brunch & Budget, a firm that helps people who felt ashamed or embarrassed about money have a safe and friendly place to talk about it and make real financial progress, and P…
 
This week we bring you the David Worrell Interview - where we discuss all aspects of Investment Platforms in Ireland. David is head of relationship management at Conexim Investment Platform in Ireland and shares his insights on the following: The rise of platforms in UK/USA - and subsequently in Ireland What platforms actually do - processes and pe…
 
Do you have any cool gadgets? (Any software or something technical you can’t live without? Maybe something most people don’t know about why you could recommend?) Flipboard https://flipboard.com/ the ultimate news and content curation website and mobile app Quik by Go Pro https://gopro.com/en/us/shop/quik-app-video-photo-editor for fast and great lo…
 
If you’ve ever read an article or watched a video on millionaire financial advisors, it’s easy to get jealous: They live in mansions, spend weekends on their yachts and work from an office that overlooks the city. You might feel like that lifestyle is out of reach. But the truth is: These people aren’t that much smarter than you. In fact, millionai…
 
This week Sam is joined by Will Rainey who runs a financial education website called BlueTreeSavings.com. Will is taking a break from his corporate investment career and enjoying an adventure in Vietnam with his young family. Whilst in Vietnam he has written a fun financial education book for children, Grandpa’s Fortune Fables. It’s not just kids w…
 
When my kids were growing up, many days my wife would sit with them on the floor putting puzzles together. They would laugh and talk as they worked together arranging the pieces to create the picture on the box. When the kids were young, the puzzles consisted of 20 pieces that could be put together without much need for the picture on the box. The …
 
After founding her own firm at the turn of the century, Julia Carlson has left behind the hustle culture that the industry teaches and turned herself into a true business owner — and a successful one at that! She’s received all kinds of recognition for her leadership in the industry, from InvestmentNews Women to Watch honoree to one of Forbes’ Top …
 
Robin Powell is a force within the investing world - on a mission to inform the public and financial advice firms of the facts of investing. I was thrilled to have him back on the podcast, having spoken to him in Episode 76 a life-time ago! In this episode, we discuss: - His progress in dispelling investment myths & educating investors - The role o…
 
Steven’s guest this week is Matt Miner, founder of Miner Wealth Management and host of the Work Pants Finance podcast. Despite being a relative newcomer to the financial world, he’s got a proven philosophy for working with other COIs. Tune in as Steven and Matt discuss the pain points that advisors should resolve promptly with their clients.…
 
You can have a slick website, complicated funnel and awesome content. But if the wrong people come to your site, you’ll never get a single client from all of it. There are different types of website visitors. And they’re all looking for different things. If you can give every visitor exactly what they’re looking for, your website becomes a client m…
 
This week Sam is joined by Chartered Paraplanner Sian Davies Cole. Sian is the director of Plan Works, an outsourced Paraplanning company but she is also the co-founder of the Paraplanner Club, a free mentorship programme for current and aspiring Paraplanners to connect with mentors and mentees. Sian’s great work helps people gain community & suppo…
 
The Chinese proverb “rags to rags in three generations” says that family wealth does not last for three generations. The first generation makes the money, the second spends it and the third sees none of the wealth. The Chinese aren’t the only ones who acknowledge this as a problem. In the U.S. it is referenced as “shirtsleeves to shirtsleeves in th…
 
As an entrepreneur in the finance industry, you need strategies that not only attract money for your clients but also for yourself. Christine is the founder of Teh Financial Coaching, and it’s her mission to teach others how to manage their finances and take control of their money on their own, regardless of portfolio size. From budgeting to mindse…
 
As with most things in Financial Services in Ireland, (Environmental, Social & Governance) ESG Investing in Ireland is one that takes a bit of figuring-out, if you want to do it right that is! In the hope that it will help you build and protect your own wealth, I share the following in this short piece: The theory of ESG investing in Ireland, and w…
 
Steven’s guest this Monday is Maggie Klokkenga, the founder of Make a Money Mindshift. Maggie’s services include helping clients vet prospective tax preparers for doing their taxes. Join Maggie and Steven as they discuss the importance of hiring a good tax preparer and the potential value add they can offer!…
 
Some financial advisors rake it in with email marketing. Every day, they open their calendar to see new appointments with interested prospects. But many advisors send email after email and only get unsubscribes. That’s because they’re making crucial mistakes that alienate prospects. In this episode, you’ll discover what these mistakes are and how t…
 
I’m an entrepreneur and just so happen to be in the business of providing other entrepreneurs with financial advice. But I don’t typically offer up the usual status quo advice that tells you to do things that aren’t always in alignment with growing your business. My views originate from my experiences and at times are contrarian to what’s being rec…
 
Have you ever felt confused or overwhelmed by social media marketing for your business? Then listen carefully to what Henriette Danel has to say — it’s not as hard as you think! Henriette is a strategic business coach working with professional female entrepreneurs in the service-based industry, and it was so interesting to compare our strategies fo…
 
Listen to a compilation episode recorded live at the #OpenMic podcast station in the Social/Digital Hub at the Morningstar Investment Conference, September 22-24, 2021 at the McCormick Center in Chicago. Marie and Jonny sat down with a handful of conference attendees to discuss the various ways they overcame the challenges caused by the pandemic, i…
 
This week I share some interesting research and insights on how to prepare for the biggest surprises in Retirement, both financial and non-financial. We will mostly all agree that 'Life' is not about reaching some destination in a particular state. The same can be said of our financial lives, but yet a large focus for most of us is to reach a point…
 
Steven's guest for today is Lisa Niser, an Enrolled Agent who looks at filing tax returns as the starting point, not the finish line. Listen in as Steven and Lisa discuss where you should use a CPA or EA and learn from Lisa how she delivers value to her clients through tax return reviews
 
This week’s guest is Greg Council, VP of Product Management at Parascript. In this episode, Greg discusses the topic of where artificial intelligence can find its fit and start to automate the various paperwork-heavy workflows within the process of lending. He also discusses where Parascript is finding its fit for AI in the lending workflow and des…
 
When you run ads to get more clients, you have to send them to a landing page. But if nobody converts on your landing page, you’re burning your money. That’s why your conversion rate is so important if you want to get more clients online. In this episode, you’ll find out exactly how to raise your conversion rate and get more clients from your ads. …
 
As we continue our international conversations, in this episode we look to Latin America. Host Julia Streets is joined by Angela Hurtado, Managing Director, Senior Country Officer for J.P. Morgan Colombia, and Juan Carlos Mora, Chief Executive Officer of Bancolombia. Together they discuss the dynamics and demographics of serving both rural and urba…
 
When I talk about my definition of retirement, I think it sometimes catches people off guard. In my mind, retirement is not who you are or where you’re at in life, rather it is the transition of your time and money. In other words, it is a process you go through … not your identity. The transition for money is a transition from accumulating money t…
 
Having strong relationships with centers of influence can help your business grow that much faster, and Jen Hemphill has great advice about how to get started. Jen is a military spouse & proud bilingual Latina who helps busy career-oriented women take charge of their money and love their dinero more. She is a Latina Money Expert, an AFC® (Accredite…
 
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…
 
Another legend who switched Primis for The Money Group Mr Jonathan Needham joins us as part of our Business Superhero Series.Jonathans talks candidly about mental health but we also discuss all the key parts required to build a successful brokerage. Having been there and done it for years he's a valuable source of advice for anyone wanting to grow …
 
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