The Fintape Thu, 13 Aug 2026 08:00:01 -0400 https://www.buzzsprout.com/2372707 en-us © 2026 The Fintape yes cb700a38-021b-5a37-a365-d759c4cfca39 Brodrick Lothringer episodic false Welcome to The Fintape, a show where we highlight some of the biggest hits in Finance. Each episode, our host Brodrick Lothringer brings in thought leaders to share their insights on best practices for leveraging technology, boosting financial literacy, adopting new marketing strategies, and implementing disruptive practices within financial services. 

So, grab your headphones, it's time to rock out to The Fintape.

]]> Buzzsprout (https://www.buzzsprout.com) Brodrick Lothringer https://storage.buzzsprout.com/qy7eaqnofj1smkybndoj3hkg70se?.jpg The Fintape https://www.buzzsprout.com/2372707 Eric Franklin's Amazon Playbook for Building a Wealth Management Firm Eric Franklin's Amazon Playbook for Building a Wealth Management Firm What if the real risk in adopting AI isn't the technology itself, but forgetting whose voice is supposed to be behind it?

Brodrick Lothringer sat down with Eric Franklin, managing principal of a wealth management firm built entirely by former tech workers, at Wealth Management Edge in Boca Raton to talk about what 23 years at Amazon taught him about writing, risk, and building a firm from scratch.

From silent narrative-doc meetings with Jeff Bezos to the "tenets" framework that drives every big decision, from a still-in-review AI policy to a single web page that turned into a client pipeline during the Anthropic tender offer, this conversation covers a lot of ground fast. It's thoughtful, a little self-deprecating, and makes the case that scaling an advisory business should never mean scaling out the advisor.


To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> What if the real risk in adopting AI isn't the technology itself, but forgetting whose voice is supposed to be behind it?

Brodrick Lothringer sat down with Eric Franklin, managing principal of a wealth management firm built entirely by former tech workers, at Wealth Management Edge in Boca Raton to talk about what 23 years at Amazon taught him about writing, risk, and building a firm from scratch.

From silent narrative-doc meetings with Jeff Bezos to the "tenets" framework that drives every big decision, from a still-in-review AI policy to a single web page that turned into a client pipeline during the Anthropic tender offer, this conversation covers a lot of ground fast. It's thoughtful, a little self-deprecating, and makes the case that scaling an advisory business should never mean scaling out the advisor.


To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-19636836 Thu, 13 Aug 2026 07:00:00 -0500 1522 wealth management, financial advisors, Amazon culture, narrative documents, AI policy, tenets, RIA, tech workers, Eric Franklin, Brodrick Lothringer, PodPony, Wealth Management Edge, Anthropic tender offer, SpaceX IPO, fiduciary responsibility, financial full false Active Listening Is a Lie: Matt Halloran on AI, Trust, and the Future of Financial Advice Active Listening Is a Lie: Matt Halloran on AI, Trust, and the Future of Financial Advice Have you ever nodded along in a meeting, made all the right eye contact, and still had no idea what was actually said?

Brodrick Lothringer sat down with Matt Halloran, Chief Evangelist at Zocks, at Wealth Management Edge in Boca Raton to talk about why he thinks "active listening" is actually empty listening, and what advisors should be doing instead.

From chicken parm rankings and borrowed credibility to AI note takers, engaged listening drills, and the one question every "holistic" financial planner should be asking clients, this conversation covers a lot of ground. It's candid, a little irreverent, and makes a real case for why AI, used right, might make advisors more human, not less.



To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Have you ever nodded along in a meeting, made all the right eye contact, and still had no idea what was actually said?

Brodrick Lothringer sat down with Matt Halloran, Chief Evangelist at Zocks, at Wealth Management Edge in Boca Raton to talk about why he thinks "active listening" is actually empty listening, and what advisors should be doing instead.

From chicken parm rankings and borrowed credibility to AI note takers, engaged listening drills, and the one question every "holistic" financial planner should be asking clients, this conversation covers a lot of ground. It's candid, a little irreverent, and makes a real case for why AI, used right, might make advisors more human, not less.



To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-19540896 Thu, 30 Jul 2026 06:00:00 -0500 1544 wealth management, financial advisors, AI note takers, Zocks, engaged listening, active listening, advisor communication, client trust, financial planning, Wealth Management Edge, artificial intelligence, advisor marketing, PodPony, Brodrick Lothringer, M full false The Do’s, Don’ts, and Disasters of Financial Conferences with Dr. Craig Lemoine The Do’s, Don’ts, and Disasters of Financial Conferences with Dr. Craig Lemoine Have you ever been to a wealth management conference that felt more like a marathon than a meeting?

Brodrick Lothringer and Dr. Craig Lemoine sat down to talk about what really makes a great industry event, from the sessions that actually teach you something new to the networking that doesn’t end in regret.

They swap stories from the road (including a blizzard in Iowa and one unforgettable Florida grocery store-turned-nightclub) and share a few unfiltered lessons every advisor should take to heart before booking their next conference ticket.

It’s smart, funny, and painfully real, just the way every good conversation about this industry should be.

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Have you ever been to a wealth management conference that felt more like a marathon than a meeting?

Brodrick Lothringer and Dr. Craig Lemoine sat down to talk about what really makes a great industry event, from the sessions that actually teach you something new to the networking that doesn’t end in regret.

They swap stories from the road (including a blizzard in Iowa and one unforgettable Florida grocery store-turned-nightclub) and share a few unfiltered lessons every advisor should take to heart before booking their next conference ticket.

It’s smart, funny, and painfully real, just the way every good conversation about this industry should be.

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-17975353 Wed, 08 Oct 2025 13:00:00 -0500 1755 wealth management, financial advisors, industry conferences, networking, professional growth, advisor behavior, financial planning, Schwab Impact, Future Proof, T3 Conference, event tips, PodPony, Brodrick Lothringer, Craig Lemoine, advisor community, com full false Taking Care of Business with Shannon Spotswood Taking Care of Business with Shannon Spotswood Shannon Spotswood has a story that doesn’t fit in a straight line—and that’s exactly what makes it good. From hedge funds and IPOs to launching a kids’ clothing brand out of her garage, and now leading RFG Advisory, she’s been building things her whole career.

In this conversation, Shannon talks about the pivots that changed her path, the culture she’s protecting at RFG, and why independence matters more than ever for advisors. She also shares how balance, growth, and even a little Motown have shaped the way she takes care of business.

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Shannon Spotswood has a story that doesn’t fit in a straight line—and that’s exactly what makes it good. From hedge funds and IPOs to launching a kids’ clothing brand out of her garage, and now leading RFG Advisory, she’s been building things her whole career.

In this conversation, Shannon talks about the pivots that changed her path, the culture she’s protecting at RFG, and why independence matters more than ever for advisors. She also shares how balance, growth, and even a little Motown have shaped the way she takes care of business.

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-17929575 Tue, 30 Sep 2025 12:00:00 -0500 2014 Financial Advisors, Wealth Management, RIA, Advisor Growth, Advisor Independence, Leadership, Advisor Life, Organic Growth, Future of Advice, Women in Finance full false Integrity, AI & The Future of Advice with Suzanne Siracuse Integrity, AI & The Future of Advice with Suzanne Siracuse Suzanne Siracuse has seen this industry in every shade; back when “advice” was a stock tip over lunch, through the print-to-digital chaos, and into today’s AI-everywhere landscape. She didn’t just watch it happen. She helped shape it.

In this episode, Suzanne talks about the hustle of starting something from scratch, the mess and magic of media, and why the best advisors roll with change instead of fighting it. 

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Suzanne Siracuse has seen this industry in every shade; back when “advice” was a stock tip over lunch, through the print-to-digital chaos, and into today’s AI-everywhere landscape. She didn’t just watch it happen. She helped shape it.

In this episode, Suzanne talks about the hustle of starting something from scratch, the mess and magic of media, and why the best advisors roll with change instead of fighting it. 

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-17850638 Tue, 16 Sep 2025 06:00:00 -0500 2122 Suzanne Siracuse, Investment News, wealth management, financial advisors, financial planning, advisor marketing, digital media, AI in finance, Net Positive Consortium full false The Blah Blah Blah Problem of Wealth Management with Jim Dickson The Blah Blah Blah Problem of Wealth Management with Jim Dickson What separates a “lifestyle practice” from a true growth enterprise? According to Jim Dickson, founder of Elevation Point, it’s fire in the belly, not just lip service to growth. In this episode, Brodrick digs into what it really takes to scale an advisory firm: organic growth, digital marketing that actually works, and the dream-team support that fuels it all.

They cover why too many advisors still blend into the sea of blue suits, how niching down beats being a generalist, and why the next decade will belong to firms that embrace tech, marketing, and AI. Plus, Jim shares the song that sums up his career philosophy. Hint: Sinatra would approve.

Hit play, because this one’s part strategy session, part reality check, and all energy.

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> What separates a “lifestyle practice” from a true growth enterprise? According to Jim Dickson, founder of Elevation Point, it’s fire in the belly, not just lip service to growth. In this episode, Brodrick digs into what it really takes to scale an advisory firm: organic growth, digital marketing that actually works, and the dream-team support that fuels it all.

They cover why too many advisors still blend into the sea of blue suits, how niching down beats being a generalist, and why the next decade will belong to firms that embrace tech, marketing, and AI. Plus, Jim shares the song that sums up his career philosophy. Hint: Sinatra would approve.

Hit play, because this one’s part strategy session, part reality check, and all energy.

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-17820070 Wed, 10 Sep 2025 10:00:00 -0500 900 Jim Dickson, Elevation Point, financial advisors, wealth management growth, lifestyle practice, growth mindset, organic growth, digital marketing for advisors, independence in wealth management, advisor enterprise value, advisor niche strategy, fintech, a full false The Human Element in Financial Marketing: How Matt Seitz Chose Positivity Over Pain The Human Element in Financial Marketing: How Matt Seitz Chose Positivity Over Pain What if marketing isn’t just about getting leads, but about truly educating and connecting with people? In this episode, Matt Seitz, Chief Marketing Officer at  Prosperity Capital Advisors, explains why thought leadership, authentic storytelling, and education matter more than flashy sales tactics.

Matt also shares his personal story of living with chronic pain and how a mindset shift toward gratitude shaped his career—and his approach to helping advisors build trust with clients.

If you’re ready to see marketing as more than numbers and clicks, this episode will change how you think about your practice.

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> What if marketing isn’t just about getting leads, but about truly educating and connecting with people? In this episode, Matt Seitz, Chief Marketing Officer at  Prosperity Capital Advisors, explains why thought leadership, authentic storytelling, and education matter more than flashy sales tactics.

Matt also shares his personal story of living with chronic pain and how a mindset shift toward gratitude shaped his career—and his approach to helping advisors build trust with clients.

If you’re ready to see marketing as more than numbers and clicks, this episode will change how you think about your practice.

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-17776669 Tue, 02 Sep 2025 19:00:00 -0500 1167 full false Authenticity Over Algorithms: Mark Newfield on Building a Practice That Lasts Authenticity Over Algorithms: Mark Newfield on Building a Practice That Lasts In this episode, Brodrick talks with Mark Newfield, CFP(R) RICP(R), of Journey Strategic Wealth about why authenticity is the ultimate business development strategy.

Mark’s story defies the odds: from auto mechanic, to Accenture consultant, to launching an advisory career at 45, he proves resilience and kindness can outpace even the flashiest marketing playbook. His motto? “You can’t fail if you refuse to quit.”

We dive into why financial advice is still a human behavior business, how creating thoughtful content can act as an “attraction engine,” and why your unique voice—not AI-generated sameness—is the key to finding clients who truly fit.

If you’ve ever wondered how to grow a practice without losing yourself in the process, this is the episode you can’t miss.

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> In this episode, Brodrick talks with Mark Newfield, CFP(R) RICP(R), of Journey Strategic Wealth about why authenticity is the ultimate business development strategy.

Mark’s story defies the odds: from auto mechanic, to Accenture consultant, to launching an advisory career at 45, he proves resilience and kindness can outpace even the flashiest marketing playbook. His motto? “You can’t fail if you refuse to quit.”

We dive into why financial advice is still a human behavior business, how creating thoughtful content can act as an “attraction engine,” and why your unique voice—not AI-generated sameness—is the key to finding clients who truly fit.

If you’ve ever wondered how to grow a practice without losing yourself in the process, this is the episode you can’t miss.

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-17732767 Tue, 26 Aug 2025 12:00:00 -0500 1619 full false Why Advisors Have Turned From Hunters to Farmers with Jim Gold Why Advisors Have Turned From Hunters to Farmers with Jim Gold Brodrick and Eric sat down with Jim Gold, co-founder of Steward Partners, to talk about the one thing every advisor knows they should deal with… but most kick down the road anyway: succession.

Advisors used to be hunters, now they’re farmers. Great for relationships, not so great when it’s time to hand over the keys. Jim lays out what really happens when billion-dollar practices get stuck in the tar pit, when firms buy you out and erase your name, and when day two after the deal doesn’t look anything like you thought it would.

This one’s a wake-up call. It’s the kind of conversation that makes you rethink the plan you’ve been putting off. And honestly, it’s way too real to ignore.

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick and Eric sat down with Jim Gold, co-founder of Steward Partners, to talk about the one thing every advisor knows they should deal with… but most kick down the road anyway: succession.

Advisors used to be hunters, now they’re farmers. Great for relationships, not so great when it’s time to hand over the keys. Jim lays out what really happens when billion-dollar practices get stuck in the tar pit, when firms buy you out and erase your name, and when day two after the deal doesn’t look anything like you thought it would.

This one’s a wake-up call. It’s the kind of conversation that makes you rethink the plan you’ve been putting off. And honestly, it’s way too real to ignore.

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-17702661 Thu, 21 Aug 2025 10:00:00 -0500 1081 full false What to Do When Growth Becomes the Problem with Michael Kitces What to Do When Growth Becomes the Problem with Michael Kitces In this episode of The Fintape, Brodrick and Eric talk with Michael Kitces about a surprising challenge—the moment when growth becomes the problem.

Kitces explains why what most firms call a “talent gap” is really a “training gap,” and how many advisors hit a crossroads where they must decide between staying client-focused or stepping into full-on business management. 

From the hidden costs of growth to the self-awareness it takes to scale without losing yourself, this episode is one advisors should hear before their own success forces a difficult choice.

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> In this episode of The Fintape, Brodrick and Eric talk with Michael Kitces about a surprising challenge—the moment when growth becomes the problem.

Kitces explains why what most firms call a “talent gap” is really a “training gap,” and how many advisors hit a crossroads where they must decide between staying client-focused or stepping into full-on business management. 

From the hidden costs of growth to the self-awareness it takes to scale without losing yourself, this episode is one advisors should hear before their own success forces a difficult choice.

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-17648425 Tue, 12 Aug 2025 15:00:00 -0500 1846 The Fintape, financial advisor growth strategies, Michael Kitces interview, scaling a financial advisory firm, capacity crossroads in wealth management, advisor career transitions, financial services training gap, business management for financial advisor full false Cowboy Ethics in Modern Wealth Management with JC Abusaid Cowboy Ethics in Modern Wealth Management with JC Abusaid In this episode of The Fintape, Brodrick sits down with JC Abusaid, CEO and President of Halbert Hargrove, to unpack how a $3.5 billion wealth management firm has built a century-long legacy on trust, transparency, and client-first values.

He shares his journey from Bogota, Colombia, to almost giving up on the American dream, to leading a firm where “a handshake seals the deal.” JC shares how Cowboy Ethics have shaped everything—from voluntarily undergoing third-party audits to pioneering their unique Life-Phase Investing methodology.

If you want to see what true integrity in wealth management looks like, this is an episode you won’t want to miss.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> In this episode of The Fintape, Brodrick sits down with JC Abusaid, CEO and President of Halbert Hargrove, to unpack how a $3.5 billion wealth management firm has built a century-long legacy on trust, transparency, and client-first values.

He shares his journey from Bogota, Colombia, to almost giving up on the American dream, to leading a firm where “a handshake seals the deal.” JC shares how Cowboy Ethics have shaped everything—from voluntarily undergoing third-party audits to pioneering their unique Life-Phase Investing methodology.

If you want to see what true integrity in wealth management looks like, this is an episode you won’t want to miss.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-17616110 Tue, 05 Aug 2025 16:00:00 -0500 1358 The Fintape, wealth management podcast, JC Abu Saeed interview, Halbert Hargrove, cowboy ethics in finance, life phase investing, financial advisor trust, wealth management ethics, AI in financial services, financial advisor productivity, personalized inv full false Run Into the Fire: Embracing AI and Data in Wealth Management with Jud Mackrill Run Into the Fire: Embracing AI and Data in Wealth Management with Jud Mackrill In this episode of The Fintape, Brodrick and Eric sit down with Jud Mackrill, co-founder and CEO of Milemarker, to explore how wealth management firms can harness their data to scale smarter, serve better, and outpace the competition.

With over two decades in the industry—including leadership roles at Orion and Carson—Jud shares how Milemarker helps firms unify their technology stack through a powerful, quickly deployed data lake solution. 

In this conversation:

  • How Milemarker helps firms scale without adding headcount
  • Why AI and automation are the new battlegrounds for advisory success
  • The mindset shift advisors need to embrace (are you running toward the fire or away from it?)

For any firm owner or advisor ready to trade gut instinct for objective insights—and build a more valuable business in the process—this episode is a must-listen.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> In this episode of The Fintape, Brodrick and Eric sit down with Jud Mackrill, co-founder and CEO of Milemarker, to explore how wealth management firms can harness their data to scale smarter, serve better, and outpace the competition.

With over two decades in the industry—including leadership roles at Orion and Carson—Jud shares how Milemarker helps firms unify their technology stack through a powerful, quickly deployed data lake solution. 

In this conversation:

  • How Milemarker helps firms scale without adding headcount
  • Why AI and automation are the new battlegrounds for advisory success
  • The mindset shift advisors need to embrace (are you running toward the fire or away from it?)

For any firm owner or advisor ready to trade gut instinct for objective insights—and build a more valuable business in the process—this episode is a must-listen.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-17549190 Tue, 29 Jul 2025 11:00:00 -0500 1412 The Fintape, wealth management data solutions, advisory firm growth strategies, Milemarker, data lake, financial advisor technology, Snowflake AWS wealth tech, AI in financial services, advisory firm automation, scaling wealth management firms, financial full false How to Help Keep Clients for Life: Dr. Jordan Hutchison on Niche, Clients, and Tech How to Help Keep Clients for Life: Dr. Jordan Hutchison on Niche, Clients, and Tech In this episode of The Fintape, Brodrick talks with Dr. Jordan Hutchison, Vice President of Technology and Operations at RFG Advisory, about how advisors can grow faster by focusing on a niche, building stronger client relationships, and using technology the right way.

Jordan shares why serving a specific group helps advisors stand out and grow faster. He also explains the small habits that help firms keep clients, like engaging both partners in every meeting, and how to avoid wasting time on flashy but unhelpful tech.

For advisors who want to grow, keep clients happy, and make tech work for them, this episode is worth a listen.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> In this episode of The Fintape, Brodrick talks with Dr. Jordan Hutchison, Vice President of Technology and Operations at RFG Advisory, about how advisors can grow faster by focusing on a niche, building stronger client relationships, and using technology the right way.

Jordan shares why serving a specific group helps advisors stand out and grow faster. He also explains the small habits that help firms keep clients, like engaging both partners in every meeting, and how to avoid wasting time on flashy but unhelpful tech.

For advisors who want to grow, keep clients happy, and make tech work for them, this episode is worth a listen.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-17551554 Thu, 24 Jul 2025 09:00:00 -0500 1692 The Fintape, financial advisor niche, client engagement tips, RFG Advisory, Dr. Jordan Hutchison, advisor technology, AI in wealth management, growing an RIA, The Fintape podcast full false Why Relationships Drive Success with Kelly Gallimore Why Relationships Drive Success with Kelly Gallimore In this episode of The Fintape, Brodrick sits down with Kelly Gallimore, ChFC®, CES®, a former bank teller turned advisory firm co-founder and now Culture Officer at Merit Financial Advisors.

Kelly’s journey is anything but linear—and that’s what makes it so valuable. From stepping away to raise a family, to re-entering the workforce, to launching a firm built on deep relationships and client trust, her story shows what’s possible when you lead with values.

In this conversation:

- Why your real differentiator isn’t your AUM—it’s your authenticity

- How Kelly turned client relationships into a $300M firm, without advertising

- What most advisors miss when selling their practice—and how to protect your culture in transition

This one’s for any advisor wondering how to stay true to their purpose while building something lasting.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> In this episode of The Fintape, Brodrick sits down with Kelly Gallimore, ChFC®, CES®, a former bank teller turned advisory firm co-founder and now Culture Officer at Merit Financial Advisors.

Kelly’s journey is anything but linear—and that’s what makes it so valuable. From stepping away to raise a family, to re-entering the workforce, to launching a firm built on deep relationships and client trust, her story shows what’s possible when you lead with values.

In this conversation:

- Why your real differentiator isn’t your AUM—it’s your authenticity

- How Kelly turned client relationships into a $300M firm, without advertising

- What most advisors miss when selling their practice—and how to protect your culture in transition

This one’s for any advisor wondering how to stay true to their purpose while building something lasting.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-17353327 Tue, 17 Jun 2025 15:00:00 -0500 1691 The Fintape, financial advisor career path, boutique wealth management firm, women in finance leadership, Merit Financial Advisors, building client relationships, advisor succession planning, financial firm acquisition, culture officer role full false Good Service Over Good Performance with Seeds Investor Good Service Over Good Performance with Seeds Investor In this episode of The Fintape, we get real about what it takes to grow—and why most advisory firms get stuck. Brodrick and Jamie are joined by Zach Conway and Kelsey McKenna of Seeds Investor to unpack the hard truth: clients don’t stay for performance, they stay for service.

If you’re pitching portfolios like a product shelf, while claiming to deliver “personalized planning,” you’re missing the mark. Zach and Kelsey break down:

- Why investment management isn’t, but should be, client-centric

- The startup mindset that keeps you focused when everything’s on fire

- What “growing” really means—hint: it’s not just headcount

Whether you're an advisor, a founder, or both, this episode is a gut-check on what it really takes to scale with purpose.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> In this episode of The Fintape, we get real about what it takes to grow—and why most advisory firms get stuck. Brodrick and Jamie are joined by Zach Conway and Kelsey McKenna of Seeds Investor to unpack the hard truth: clients don’t stay for performance, they stay for service.

If you’re pitching portfolios like a product shelf, while claiming to deliver “personalized planning,” you’re missing the mark. Zach and Kelsey break down:

- Why investment management isn’t, but should be, client-centric

- The startup mindset that keeps you focused when everything’s on fire

- What “growing” really means—hint: it’s not just headcount

Whether you're an advisor, a founder, or both, this episode is a gut-check on what it really takes to scale with purpose.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-17310119 Tue, 10 Jun 2025 14:00:00 -0500 2146 full true Land, Crypto, and Beyond with Dr. Craig Lemoine and Ailie Elmore Land, Crypto, and Beyond with Dr. Craig Lemoine and Ailie Elmore The world of alternative investments is opening up like never before, but with new opportunities come big questions. Should your clients invest in farmland? Crypto? Opportunity Zones?

Dr. Craig Lemoine & Ailie Elmore break it down:

- What a liquidity premium really means

- How AI & automation are reshaping wealth management

- The tax advantages of investing in Opportunity Zones

- Why farmland could be a hedge against inflation 

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> The world of alternative investments is opening up like never before, but with new opportunities come big questions. Should your clients invest in farmland? Crypto? Opportunity Zones?

Dr. Craig Lemoine & Ailie Elmore break it down:

- What a liquidity premium really means

- How AI & automation are reshaping wealth management

- The tax advantages of investing in Opportunity Zones

- Why farmland could be a hedge against inflation 

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-16872787 Tue, 03 Jun 2025 11:00:00 -0500 2576 full false Security, Privacy, and Productivity in AI with John Connell Security, Privacy, and Productivity in AI with John Connell In this episode recorded live from Miami, Brodrick and special co-host Jamie Hopkins are joined by John Connell, Co-founder and CEO of Focal, who shares how AI agents are doing more than ever: filling forms, updating CRMs, and giving advisors back up to 15 hours a week.

John says this isn’t about replacing humans. It’s about freeing advisors up to focus on what matters most—their clients.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> In this episode recorded live from Miami, Brodrick and special co-host Jamie Hopkins are joined by John Connell, Co-founder and CEO of Focal, who shares how AI agents are doing more than ever: filling forms, updating CRMs, and giving advisors back up to 15 hours a week.

John says this isn’t about replacing humans. It’s about freeing advisors up to focus on what matters most—their clients.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-17229886 Tue, 27 May 2025 14:00:00 -0500 1558 full false The One Skill Financial Advisors Shouldn't Ignore with Brandon McFadden The One Skill Financial Advisors Shouldn't Ignore with Brandon McFadden In this episode, Brodrick and special co-host Jamie Hopkins explore what’s really holding financial advisors back—with insight from Brandon McFadden, CWS®, AIF®, MBA , Wealth Director and Vice President at Bryn Mawr Capital Management.

While industry events often focus on better prospecting or marketing tactics, Brandon points to something more foundational: most advisors simply don’t ask for what they need. From clear communication with clients to directly requesting referrals, success often comes down to asking confidently and specifically.

We talk about why communication is the make-or-break skill in financial advising, how to build trust fast, and what it takes to grow a business with intention. If you’re thinking about a future in wealth management, or looking to break through a plateau, this conversation is for you.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> In this episode, Brodrick and special co-host Jamie Hopkins explore what’s really holding financial advisors back—with insight from Brandon McFadden, CWS®, AIF®, MBA , Wealth Director and Vice President at Bryn Mawr Capital Management.

While industry events often focus on better prospecting or marketing tactics, Brandon points to something more foundational: most advisors simply don’t ask for what they need. From clear communication with clients to directly requesting referrals, success often comes down to asking confidently and specifically.

We talk about why communication is the make-or-break skill in financial advising, how to build trust fast, and what it takes to grow a business with intention. If you’re thinking about a future in wealth management, or looking to break through a plateau, this conversation is for you.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-17196049 Tue, 20 May 2025 18:00:00 -0500 1985 full false Time is Money: AI's True Potential in Wealth Management with Arnulf Hsu Time is Money: AI's True Potential in Wealth Management with Arnulf Hsu In this episode, we take a look at how artificial intelligence is changing the day-to-day work of financial advisors with Arnulf Hsu, CEO of GReminders. From scheduling meetings to preparing for client conversations, tools like GReminders aim to simplify time-consuming tasks and help advisors stay focused on client service and business growth. But is there a downside to AI assistants?

We discuss how these tools work, what they offer, and what they might mean for the future of client service in wealth management. 

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> In this episode, we take a look at how artificial intelligence is changing the day-to-day work of financial advisors with Arnulf Hsu, CEO of GReminders. From scheduling meetings to preparing for client conversations, tools like GReminders aim to simplify time-consuming tasks and help advisors stay focused on client service and business growth. But is there a downside to AI assistants?

We discuss how these tools work, what they offer, and what they might mean for the future of client service in wealth management. 

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-17145529 Tue, 13 May 2025 11:00:00 -0500 1602 full false Byte-Sized Progress: How Technology Reshapes Financial Advising with Vickie Lewin Byte-Sized Progress: How Technology Reshapes Financial Advising with Vickie Lewin Vickie Lewin has seen it all—paper files, dial-up, and now AI. With 35 years in finance, she shares how advisors can upgrade tech without getting overwhelmed. Start small, stay consistent, and focus on tools that make life easier for you and your clients. Plus, why AI is like the internet all over again—and why women absolutely belong in this business.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Vickie Lewin has seen it all—paper files, dial-up, and now AI. With 35 years in finance, she shares how advisors can upgrade tech without getting overwhelmed. Start small, stay consistent, and focus on tools that make life easier for you and your clients. Plus, why AI is like the internet all over again—and why women absolutely belong in this business.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-16943154 Thu, 10 Apr 2025 12:00:00 -0500 2136 full false Main Street vs. Wall Street with Dale Brown Main Street vs. Wall Street with Dale Brown Regulations are shaking up financial advice, and Dale Brown isn’t holding back. As CEO of Financial Services Institute, he’s fighting to keep advice accessible for everyday Americans.

In this conversation, Dale breaks down how new rules could disrupt independent advisors, why trust in finance needs rebuilding, and what the future holds for the industry. If you care about financial freedom, this one’s for you!

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Regulations are shaking up financial advice, and Dale Brown isn’t holding back. As CEO of Financial Services Institute, he’s fighting to keep advice accessible for everyday Americans.

In this conversation, Dale breaks down how new rules could disrupt independent advisors, why trust in finance needs rebuilding, and what the future holds for the industry. If you care about financial freedom, this one’s for you!

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-16906818 Thu, 03 Apr 2025 13:00:00 -0500 1384 full false The AI Advantage: How to Turn Data into Your Competitive Edge with Devon Drew The AI Advantage: How to Turn Data into Your Competitive Edge with Devon Drew AI is everywhere, but are you actually ready for it? Devon Drew, Founder & CEO of AssetLink, explains what it takes for advisors and firms to leverage AI effectively. 

Devon breaks down why the future of AI starts with data unification, not algorithms. He shares how most firms are nowhere near ready for true AI adoption and what that means for staying competitive.

You will hear:

  • Why AI is useless without clean, unified data
  • How AI can supercharge client relationships—without losing the human touch
  • What "client relationship intelligence" really means—and why it’s the future of biz dev
  • How to start by simply unifying your data
  • Why 60% of firms haven’t even begun this process (and the risk of falling behind)

For more insights and resources, check out The MarketCounsel Summit website

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> AI is everywhere, but are you actually ready for it? Devon Drew, Founder & CEO of AssetLink, explains what it takes for advisors and firms to leverage AI effectively. 

Devon breaks down why the future of AI starts with data unification, not algorithms. He shares how most firms are nowhere near ready for true AI adoption and what that means for staying competitive.

You will hear:

  • Why AI is useless without clean, unified data
  • How AI can supercharge client relationships—without losing the human touch
  • What "client relationship intelligence" really means—and why it’s the future of biz dev
  • How to start by simply unifying your data
  • Why 60% of firms haven’t even begun this process (and the risk of falling behind)

For more insights and resources, check out The MarketCounsel Summit website

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-16826447 Thu, 20 Mar 2025 14:00:00 -0500 1347 full false Thought Leadership vs. Content Marketing: Why Being Provocative Wins with Johnny Sandquist Thought Leadership vs. Content Marketing: Why Being Provocative Wins with Johnny Sandquist Join us as we chat with Johnny Sandquist as they get real about what’s working—and what’s not—in content marketing today. 

From why most “thought leadership” misses the mark to the debate over AI’s role in content creation, we break down why good marketing is like an index fund (hint: consistency wins). 

We also tackle building community vs. chasing followers, the rise of AI avatars, and how content consumption is already shifting thanks to TikTok and AI search. If you’re serious about creating content that actually connects, this one’s packed with insights (and a few hot takes).

For more insights and resources, check out The MarketCounsel Summit website.

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Join us as we chat with Johnny Sandquist as they get real about what’s working—and what’s not—in content marketing today. 

From why most “thought leadership” misses the mark to the debate over AI’s role in content creation, we break down why good marketing is like an index fund (hint: consistency wins). 

We also tackle building community vs. chasing followers, the rise of AI avatars, and how content consumption is already shifting thanks to TikTok and AI search. If you’re serious about creating content that actually connects, this one’s packed with insights (and a few hot takes).

For more insights and resources, check out The MarketCounsel Summit website.

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-16820544 Wed, 19 Mar 2025 14:00:00 -0500 2463 full false How Storytelling Can Transform Your Marketing Strategy with Matt Ackermann How Storytelling Can Transform Your Marketing Strategy with Matt Ackermann Storytelling shapes the way we connect with our audiences through marketing. With insights from Matt Ackermann, we explore how authentic storytelling builds community and engages viewers.

Key Takeaways:

- The importance of storytelling in marketing

- The role of authenticity in brand connection

- The evolution of content creation in the podcasting era

- Techniques for effective storytelling

- Balancing technology and personal touch

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Storytelling shapes the way we connect with our audiences through marketing. With insights from Matt Ackermann, we explore how authentic storytelling builds community and engages viewers.

Key Takeaways:

- The importance of storytelling in marketing

- The role of authenticity in brand connection

- The evolution of content creation in the podcasting era

- Techniques for effective storytelling

- Balancing technology and personal touch

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-16734939 Tue, 18 Mar 2025 10:00:00 -0500 1587 full false No Shortcuts: Why Marketing, Content, and Community Matter with Tony Stich No Shortcuts: Why Marketing, Content, and Community Matter with Tony Stich On this episode, we discuss the power of community at The MarketCounsel Summit, where finance professionals connect organically and share insights. This conversation touches on the evolution of financial advice and how technology can augment human-centered approaches.

Key Takeaways: 

• Why The MarketCounsel Summit is unique in the finance industry

• Networking as a valuable tool for growth and development

• The significant shift towards personalized financial advice

• How technology and AI are reshaping the advisory landscape

• Strategies for advisors to enhance their marketing and client engagement

For more insights and resources, check out The MarketCounsel Summit's website.

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com

]]> On this episode, we discuss the power of community at The MarketCounsel Summit, where finance professionals connect organically and share insights. This conversation touches on the evolution of financial advice and how technology can augment human-centered approaches.

Key Takeaways: 

• Why The MarketCounsel Summit is unique in the finance industry

• Networking as a valuable tool for growth and development

• The significant shift towards personalized financial advice

• How technology and AI are reshaping the advisory landscape

• Strategies for advisors to enhance their marketing and client engagement

For more insights and resources, check out The MarketCounsel Summit's website.

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com

]]> Brodrick Lothringer Buzzsprout-16728312 Mon, 17 Mar 2025 11:00:00 -0500 1872 full false Kaizen and Dynamic Growth with Kay Lynn Mayhue Kaizen and Dynamic Growth with Kay Lynn Mayhue On this episode we’re joined by Kay Lynn Mayhue, President of Merit Financial Advisors, who shares how continuous improvement (kaizen) drives success. In just four years, Merit completed 29 M&A deals while simultaneously achieving organic growth and talent retention.

Beyond finance, Merit builds a people-first culture, inspired by Southwest Airlines and Chick-fil-A, to enrich both clients and employees. Kay Lynn also dives into project management, digital marketing, and leadership strategies shaping the future of financial advising.

Don’t miss this inside look at Merit's culture!

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> On this episode we’re joined by Kay Lynn Mayhue, President of Merit Financial Advisors, who shares how continuous improvement (kaizen) drives success. In just four years, Merit completed 29 M&A deals while simultaneously achieving organic growth and talent retention.

Beyond finance, Merit builds a people-first culture, inspired by Southwest Airlines and Chick-fil-A, to enrich both clients and employees. Kay Lynn also dives into project management, digital marketing, and leadership strategies shaping the future of financial advising.

Don’t miss this inside look at Merit's culture!

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-16665098 Wed, 05 Mar 2025 07:00:00 -0600 2112 full false The Art of a Good Podcast with Michael Batnick The Art of a Good Podcast with Michael Batnick What goes into making a worldwide Top 100 podcast? This episode we’re joined by Michael Batnick, Managing Partner at Ritholtz Wealth Management, to break down the key elements of a successful podcast in the financial space. 

Key Takeaways: 

• Michael’s origin story and the evolution of his podcast

• The importance of authenticity and relatability in connecting with listeners

• Audience feedback and pivoting

• The role of hard work, consistency, and passion in achieving success

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> What goes into making a worldwide Top 100 podcast? This episode we’re joined by Michael Batnick, Managing Partner at Ritholtz Wealth Management, to break down the key elements of a successful podcast in the financial space. 

Key Takeaways: 

• Michael’s origin story and the evolution of his podcast

• The importance of authenticity and relatability in connecting with listeners

• Audience feedback and pivoting

• The role of hard work, consistency, and passion in achieving success

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-16561677 Tue, 04 Mar 2025 07:00:00 -0600 2028 full true Video Marketing and Storytelling in Financial Services with Laura Garfield Video Marketing and Storytelling in Financial Services with Laura Garfield As the wealth transfer grows, the need for financial advisors to connect meaningfully with younger generations is more important than ever. Our guest Laura Garfield discusses how storytelling and effective video marketing can build engagement, trust, and a lasting impact in financial services.

Key Takeaways:

• The concept of ‘What’s in it for me’ in client storytelling

• Importance of authentic storytelling over self-promotional content

• Performance coaching for advisors to improve on-camera presence

• Engaging millennials and Gen Z through tailored approaches

• Adapting content to the rapidly changing digital landscape

• How advisor personal passions can resonate with target audiences

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> As the wealth transfer grows, the need for financial advisors to connect meaningfully with younger generations is more important than ever. Our guest Laura Garfield discusses how storytelling and effective video marketing can build engagement, trust, and a lasting impact in financial services.

Key Takeaways:

• The concept of ‘What’s in it for me’ in client storytelling

• Importance of authentic storytelling over self-promotional content

• Performance coaching for advisors to improve on-camera presence

• Engaging millennials and Gen Z through tailored approaches

• Adapting content to the rapidly changing digital landscape

• How advisor personal passions can resonate with target audiences

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-16542392 Sat, 01 Feb 2025 07:00:00 -0600 1833 full false Streamlining 401k Transfers for a Brighter Retirement with Anuraag Tripathi Streamlining 401k Transfers for a Brighter Retirement with Anuraag Tripathi Manifest brings cutting-edge change to the 401(k) transfer process, empowering individuals to manage their retirement savings easily. Anuraag Tripathi shares insights on technological innovations, user experience, and the importance of support in achieving financial wellness.

Key takeaways: 

• Manifest's unique plan-to-plan transfer tool for 401(k) accounts

• Enhancing user experience in the transfer process

• Relevance of 401(k) vs. IRA transfers and their benefits

• How Manifest leverages technology and AI to improve services

• Building confidence through strong user support and communication

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Manifest brings cutting-edge change to the 401(k) transfer process, empowering individuals to manage their retirement savings easily. Anuraag Tripathi shares insights on technological innovations, user experience, and the importance of support in achieving financial wellness.

Key takeaways: 

• Manifest's unique plan-to-plan transfer tool for 401(k) accounts

• Enhancing user experience in the transfer process

• Relevance of 401(k) vs. IRA transfers and their benefits

• How Manifest leverages technology and AI to improve services

• Building confidence through strong user support and communication

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-16535188 Fri, 31 Jan 2025 07:00:00 -0600 1238 full false Why Your Employer Health Plan is Failing You with Pat Moore and Jeff Cullen Why Your Employer Health Plan is Failing You with Pat Moore and Jeff Cullen In this episode, we explore the critical intersection of healthcare costs and financial security in the workplace. Pat Moore and Jeff Cullen join Brodrick at the Wealth@Wor(k) conference to explain how employer decisions around health benefits can significantly impact employees' financial health, pushing for more informed choices and transparent systems.

We get into: 

• The urgent need for better, optimized health plans for employee retention

• Exploring how healthcare decisions can undermine financial independence

• Employer challenges in navigating healthcare and retirement decisions

• Fiduciary responsibilities introduced by recent legislation

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> In this episode, we explore the critical intersection of healthcare costs and financial security in the workplace. Pat Moore and Jeff Cullen join Brodrick at the Wealth@Wor(k) conference to explain how employer decisions around health benefits can significantly impact employees' financial health, pushing for more informed choices and transparent systems.

We get into: 

• The urgent need for better, optimized health plans for employee retention

• Exploring how healthcare decisions can undermine financial independence

• Employer challenges in navigating healthcare and retirement decisions

• Fiduciary responsibilities introduced by recent legislation

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-16488583 Tue, 28 Jan 2025 11:00:00 -0600 1781 full false How Much Should You Save For Emergencies? with Sid Pailla How Much Should You Save For Emergencies? with Sid Pailla In this episode, we’re talking with Sid Pailla, CEO of Sunny Day Fund. In addition to a lot of sports references and analogies, Sid and Brodrick discuss:

• The importance of emergency savings for financial stability

• Setting realistic and achievable emergency savings goals

• The average costs of financial emergencies

• The psychological aspects of financial preparedness

• The intersection of insurance and savings

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> In this episode, we’re talking with Sid Pailla, CEO of Sunny Day Fund. In addition to a lot of sports references and analogies, Sid and Brodrick discuss:

• The importance of emergency savings for financial stability

• Setting realistic and achievable emergency savings goals

• The average costs of financial emergencies

• The psychological aspects of financial preparedness

• The intersection of insurance and savings

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-16488576 Mon, 27 Jan 2025 12:00:00 -0600 996 full false "Financial Literacy" Makes No Sense with Dr. Colin Slabach "Financial Literacy" Makes No Sense with Dr. Colin Slabach Can AI replace your financial advisor? Dr. Colin Slabach, clinical assistant professor at NYU, explains how this is a possibility while sharing his journey from Illinois to NYU. 

One thing’s for sure, AI couldn’t have generated this conversation. Brodrick and Colin run the gamut of topics, including the unique investment mentality of pro athletes, and Colin’s passion for behavioral finance and retirement planning. We also tackle the pandemic's impact on risky investment habits and financial “literacy” in the digital age. 

Colin highlights how public speaking, emotional intelligence, and adaptability are key skills for advisors in an AI-driven world. Don’t miss this conversation! 

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Can AI replace your financial advisor? Dr. Colin Slabach, clinical assistant professor at NYU, explains how this is a possibility while sharing his journey from Illinois to NYU. 

One thing’s for sure, AI couldn’t have generated this conversation. Brodrick and Colin run the gamut of topics, including the unique investment mentality of pro athletes, and Colin’s passion for behavioral finance and retirement planning. We also tackle the pandemic's impact on risky investment habits and financial “literacy” in the digital age. 

Colin highlights how public speaking, emotional intelligence, and adaptability are key skills for advisors in an AI-driven world. Don’t miss this conversation! 

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-16422198 Wed, 22 Jan 2025 11:00:00 -0600 1715 full false Cultivating an Impactful Community with Brian Hamburger Cultivating an Impactful Community with Brian Hamburger In this episode, Brian Hamburger joins us from the MarketCounsel Summit to talk about:

  • Building a supportive community
  • Addressing key areas often overlooked by financial advisors.
  • Examining future challenges within the RIA space.
  • Why an invite-only summit format enhances value and intimacy.

Don’t miss this conversation about fostering trust and innovation in wealth management.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> In this episode, Brian Hamburger joins us from the MarketCounsel Summit to talk about:

  • Building a supportive community
  • Addressing key areas often overlooked by financial advisors.
  • Examining future challenges within the RIA space.
  • Why an invite-only summit format enhances value and intimacy.

Don’t miss this conversation about fostering trust and innovation in wealth management.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-16345968 Tue, 07 Jan 2025 08:00:00 -0600 1510 full false How Are Tech and Data Changing Financial Services? with Tom Rieman How Are Tech and Data Changing Financial Services? with Tom Rieman How can financial advisors stay human in a tech-driven world? At the Wealth Management Edge conference, Tom Rieman helps us explore how decision science helps advisors build trust, stand out, and grow. Brodrick shares what clients really want—honesty, connection, and guidance. 

We also dig into how data is transforming financial services, from improving accountability to avoiding over-reliance. With real-world analogies and practical tips, this episode is packed with ideas to help advisors focus on what matters most—their clients.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> How can financial advisors stay human in a tech-driven world? At the Wealth Management Edge conference, Tom Rieman helps us explore how decision science helps advisors build trust, stand out, and grow. Brodrick shares what clients really want—honesty, connection, and guidance. 

We also dig into how data is transforming financial services, from improving accountability to avoiding over-reliance. With real-world analogies and practical tips, this episode is packed with ideas to help advisors focus on what matters most—their clients.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-16295411 Tue, 17 Dec 2024 12:00:00 -0600 1620 full false Skating to Sustainable Growth with Rob Madore Skating to Sustainable Growth with Rob Madore What do hockey and wealth management have in common? More than you think. Dive into this episode to discover how lessons from sports shaped a financial career, the surprising impact of "service creep," and practical strategies for building strong client relationships and sustainable growth.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> What do hockey and wealth management have in common? More than you think. Dive into this episode to discover how lessons from sports shaped a financial career, the surprising impact of "service creep," and practical strategies for building strong client relationships and sustainable growth.

Connect with us below!

To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.

>> PodPony.com 

]]> Brodrick Lothringer Buzzsprout-16242034 Tue, 10 Dec 2024 11:00:00 -0600 1315 full false Sibyl Slade on Leaving Your Comfort Zone and Standing Out Sibyl Slade on Leaving Your Comfort Zone and Standing Out In this episode, Sibyl Slade, founder of IntegriVest Wealth Advisors LLC, shares her journey from the Federal Reserve to leading in wealth management. From the Wealth Management EDGE conference, she talks about using networking to promote diversity in finance and ensure financial services reach every community. Sibyl also opens up about entrepreneurship, overcoming imposter syndrome, and staying grounded through faith, resilience, and personal growth.

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> In this episode, Sibyl Slade, founder of IntegriVest Wealth Advisors LLC, shares her journey from the Federal Reserve to leading in wealth management. From the Wealth Management EDGE conference, she talks about using networking to promote diversity in finance and ensure financial services reach every community. Sibyl also opens up about entrepreneurship, overcoming imposter syndrome, and staying grounded through faith, resilience, and personal growth.

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> Brodrick Lothringer Buzzsprout-15945155 Fri, 18 Oct 2024 12:00:00 -0500 1408 full false Kristy Puckett on How to Build a Community with Real Connections Kristy Puckett on How to Build a Community with Real Connections In this episode, Kristy Puckett, National Director of Business Development at RFG Advisory, shares how focusing on genuine relationships in finance can create new opportunities. She talks about the power of community, sincere compliments, and why connections matter more than technical skills. Kristy also opens up about the challenges of podcasting and how to let guests shine in conversations. Tune in for insights on staying authentic and embracing individuality in both life and work.

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> In this episode, Kristy Puckett, National Director of Business Development at RFG Advisory, shares how focusing on genuine relationships in finance can create new opportunities. She talks about the power of community, sincere compliments, and why connections matter more than technical skills. Kristy also opens up about the challenges of podcasting and how to let guests shine in conversations. Tune in for insights on staying authentic and embracing individuality in both life and work.

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> Brodrick Lothringer Buzzsprout-15886402 Tue, 15 Oct 2024 12:00:00 -0500 1482 full false Mary Kate Gulick on the Importance of Genuine Branding Mary Kate Gulick on the Importance of Genuine Branding In this episode, we talk with Mary Kate Gulick about how messaging, marketing, and community come together in the financial services world. She shares her journey from analyzing data to helping people with financial planning, with a strong focus on clear, authentic communication.

We also explore how branding, inspired by big names like Harley-Davidson, can build real human connections. Plus, we dive into the role of music, trust, and teamwork in building a successful career. Don’t miss this conversation!

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> In this episode, we talk with Mary Kate Gulick about how messaging, marketing, and community come together in the financial services world. She shares her journey from analyzing data to helping people with financial planning, with a strong focus on clear, authentic communication.

We also explore how branding, inspired by big names like Harley-Davidson, can build real human connections. Plus, we dive into the role of music, trust, and teamwork in building a successful career. Don’t miss this conversation!

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> Brodrick Lothringer Buzzsprout-15886380 Fri, 11 Oct 2024 12:00:00 -0500 1334 full false Matt Halloran on Authentically Putting Yourself Out There Matt Halloran on Authentically Putting Yourself Out There In this episode, Matt Halloran, co-founder of ProudMouth, joins us to discuss how he empowers financial advisors to share their stories through podcasting. He talks about his journey from working in finance to helping advisors step out of the shadows and embrace authentic communication, transforming them from “best kept secrets” into trusted voices.

Tune in for valuable tips on becoming a better listener and keeping conversations genuine, whether you’re hosting a podcast or appearing as a guest. Plus, enjoy fun anecdotes like a peanut butter and jelly mishap that shows how staying relaxed can lead to engaging episodes. Don’t forget to catch future episodes of “The Weekly Fintape” for more insights from the financial world!

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> In this episode, Matt Halloran, co-founder of ProudMouth, joins us to discuss how he empowers financial advisors to share their stories through podcasting. He talks about his journey from working in finance to helping advisors step out of the shadows and embrace authentic communication, transforming them from “best kept secrets” into trusted voices.

Tune in for valuable tips on becoming a better listener and keeping conversations genuine, whether you’re hosting a podcast or appearing as a guest. Plus, enjoy fun anecdotes like a peanut butter and jelly mishap that shows how staying relaxed can lead to engaging episodes. Don’t forget to catch future episodes of “The Weekly Fintape” for more insights from the financial world!

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> Brodrick Lothringer Buzzsprout-15863833 Wed, 09 Oct 2024 12:00:00 -0500 1288 full false Julie Johnson on Embracing Authenticity and Finding Your Voice Julie Johnson on Embracing Authenticity and Finding Your Voice Julie Johnson's journey in finance is all about overcoming challenges and staying true to herself. She faced it all. Her goal? Helping financial advisors build trust and improve communication. Now, through her company XY Communication, she’s focused on preparing advisors for the big wealth transfer ahead.

Julie also highlights the struggles women face in finance and the need to bridge generational gaps. She believes being authentic, using podcasts and videos, helps create real connections. Vulnerability can lead to success. 

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> Julie Johnson's journey in finance is all about overcoming challenges and staying true to herself. She faced it all. Her goal? Helping financial advisors build trust and improve communication. Now, through her company XY Communication, she’s focused on preparing advisors for the big wealth transfer ahead.

Julie also highlights the struggles women face in finance and the need to bridge generational gaps. She believes being authentic, using podcasts and videos, helps create real connections. Vulnerability can lead to success. 

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> Brodrick Lothringer Buzzsprout-15863778 Mon, 07 Oct 2024 12:00:00 -0500 1646 full false Marguerita Cheng on the Intersection of Finance and Social Good Marguerita Cheng on the Intersection of Finance and Social Good In this episode, we explore how you can align investments with positive social impact without sacrificing returns. Marguerita Cheng, who moderated a recent panel on impact investing, breaks down misconceptions and highlights opportunities in areas like carbon shares and climate change. We also dive into her passion for financial advice, aiming to leave the industry better for future generations. Plus, she shares insights from her podcasting journey, blending personal finance with fun through "Margaritas with Marguerita" and the business-focused "Money Minute." Tune in for a fun mix of professional insights and personal stories!

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> In this episode, we explore how you can align investments with positive social impact without sacrificing returns. Marguerita Cheng, who moderated a recent panel on impact investing, breaks down misconceptions and highlights opportunities in areas like carbon shares and climate change. We also dive into her passion for financial advice, aiming to leave the industry better for future generations. Plus, she shares insights from her podcasting journey, blending personal finance with fun through "Margaritas with Marguerita" and the business-focused "Money Minute." Tune in for a fun mix of professional insights and personal stories!

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> Brodrick Lothringer Buzzsprout-15823610 Fri, 04 Oct 2024 09:00:00 -0500 895 full false Larry Sprung on Podcasting and Meaningful Connections Larry Sprung on Podcasting and Meaningful Connections In this episode, Larry Sprung, founder of Mitlin Financial, shares how his podcast, "Mitlin Money Mindset," helped him strengthen client relationships, expand his network, and uncover new opportunities. He discusses the real reasons behind starting his podcast and how it has boosted both his personal and professional life.

Larry also offers tips on balancing solo episodes and interviews with athletes, mental health experts, and entrepreneurs, while managing time to keep content fresh. He shares insights on how podcasting can enhance your financial planning business and deliver unexpected rewards.

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> In this episode, Larry Sprung, founder of Mitlin Financial, shares how his podcast, "Mitlin Money Mindset," helped him strengthen client relationships, expand his network, and uncover new opportunities. He discusses the real reasons behind starting his podcast and how it has boosted both his personal and professional life.

Larry also offers tips on balancing solo episodes and interviews with athletes, mental health experts, and entrepreneurs, while managing time to keep content fresh. He shares insights on how podcasting can enhance your financial planning business and deliver unexpected rewards.

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> Brodrick Lothringer Buzzsprout-15815010 Thu, 03 Oct 2024 09:00:00 -0500 1306 full false Bob DePasquale on ​​Transforming Business with Genuine Generosity Bob DePasquale on ​​Transforming Business with Genuine Generosity In this episode, Bob DePasquale shares how financial advisors can use generosity to strengthen client relationships, grow their business, and find personal fulfillment. He discusses the challenges of ESG practices, the importance of being authentic, and offers simple tips for busy business owners on incorporating generosity into their lives. From supporting meaningful causes to creating a positive work environment, Bob’s insights show how generosity can lead to both personal and professional success.

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> In this episode, Bob DePasquale shares how financial advisors can use generosity to strengthen client relationships, grow their business, and find personal fulfillment. He discusses the challenges of ESG practices, the importance of being authentic, and offers simple tips for busy business owners on incorporating generosity into their lives. From supporting meaningful causes to creating a positive work environment, Bob’s insights show how generosity can lead to both personal and professional success.

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> Brodrick Lothringer Buzzsprout-15815002 Wed, 02 Oct 2024 09:00:00 -0500 1258 full false Andree Mohr on Leadership, Growth, and Technology Andree Mohr on Leadership, Growth, and Technology Andree Mohr, president of Integrated Partners, talks about her big plans for the company, focusing on growth, technology, and supporting advisors. Andree explains how tools like ChatGPT can help advisors with content marketing and shares tips on balancing AI with personal creativity. Inspired by Tom Brady’s drive, this episode is full of practical advice and motivating stories for success in business.

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> Andree Mohr, president of Integrated Partners, talks about her big plans for the company, focusing on growth, technology, and supporting advisors. Andree explains how tools like ChatGPT can help advisors with content marketing and shares tips on balancing AI with personal creativity. Inspired by Tom Brady’s drive, this episode is full of practical advice and motivating stories for success in business.

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> Brodrick Lothringer Buzzsprout-15814988 Tue, 01 Oct 2024 14:00:00 -0500 1288 full false Shannon Rosic on Creative Client Engagement Shannon Rosic on Creative Client Engagement Shannon Rosic, Director of Wealthstack Content and Solutions at Informa, shares tips on how to stand out in wealth management by building real connections and staying up-to-date with industry trends. She talks about the Wealth Management Edge Conference and how it offers great networking and insights. 

Shannon also shares fun stories, including her love for the Kansas City Chiefs and a funny encounter with the Miami Dolphins coach. This episode highlights the importance of being authentic in finance and creative ways to connect with clients, like cooking together or even singing karaoke.

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> Shannon Rosic, Director of Wealthstack Content and Solutions at Informa, shares tips on how to stand out in wealth management by building real connections and staying up-to-date with industry trends. She talks about the Wealth Management Edge Conference and how it offers great networking and insights. 

Shannon also shares fun stories, including her love for the Kansas City Chiefs and a funny encounter with the Miami Dolphins coach. This episode highlights the importance of being authentic in finance and creative ways to connect with clients, like cooking together or even singing karaoke.

Connect with us below!

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

]]> Brodrick Lothringer Buzzsprout-15814955 Mon, 30 Sep 2024 13:00:00 -0500 1140 full false Diana Cabrices on Authentic Marketing in the Age of AI Diana Cabrices on Authentic Marketing in the Age of AI Join us as Diana Cabrices shares her journey from a career in financial tech to starting her own consulting firm. Hear about the challenges of entrepreneurship, the power of creating customer-focused content, and how AI is changing marketing. Learn why authenticity is key and get tips for building your media presence in the tech world.

Connect with us below!

]]> Join us as Diana Cabrices shares her journey from a career in financial tech to starting her own consulting firm. Hear about the challenges of entrepreneurship, the power of creating customer-focused content, and how AI is changing marketing. Learn why authenticity is key and get tips for building your media presence in the tech world.

Connect with us below!

]]> Brodrick Lothringer Buzzsprout-15612171 Thu, 29 Aug 2024 08:00:00 -0500 1315 full false Jaci Stanton on Blending Finance, AI, and Human Connection Jaci Stanton on Blending Finance, AI, and Human Connection How is artificial intelligence (AI) shaping the future of finance? This week, Jaci Stanton, Managing Director at F2 Strategy, joins “The Weekly Fintape.” Together, we discuss AI’s role in enhancing financial advisors’ efficiency and personalizing client experiences.

Drawing parallels to familiar platforms like Google and Netflix, we examine the delicate balance between embracing technological advancements and preserving authentic human connections in financial planning. Jaci shares her insights on the passion driving financial advising, focusing on providing stability and education to clients.

The episode wraps up on a light-hearted note with a nostalgic discussion about the Rocky IV soundtrack as a metaphor for career highs and lows, and a delightful personal story about meeting Carl Weathers. Tune in for an episode that blends finance, technology, and human connection!

Connect with us below!

Brodrick Lothringer on LinkedIn

]]> How is artificial intelligence (AI) shaping the future of finance? This week, Jaci Stanton, Managing Director at F2 Strategy, joins “The Weekly Fintape.” Together, we discuss AI’s role in enhancing financial advisors’ efficiency and personalizing client experiences.

Drawing parallels to familiar platforms like Google and Netflix, we examine the delicate balance between embracing technological advancements and preserving authentic human connections in financial planning. Jaci shares her insights on the passion driving financial advising, focusing on providing stability and education to clients.

The episode wraps up on a light-hearted note with a nostalgic discussion about the Rocky IV soundtrack as a metaphor for career highs and lows, and a delightful personal story about meeting Carl Weathers. Tune in for an episode that blends finance, technology, and human connection!

Connect with us below!

Brodrick Lothringer on LinkedIn

]]> Brodrick Lothringer Buzzsprout-15612167 Thu, 22 Aug 2024 08:00:00 -0500 1220 full false Marla Sofer on Trust and Data in Finance Marla Sofer on Trust and Data in Finance Ever wondered how financial services could better serve their customers by truly understanding their needs and values? This week, Marla Sofer, the visionary founder and CEO of Knomee, joins “The Weekly Fintape.” With experience at JP Morgan, BlackRock, and Microsoft, Marla shares insights on transforming the industry.

Marla addresses financial stress, especially among women, and how the industry can shift from pushing products to creating personalized solutions. She discusses data ownership and trust-building, emphasizing the need for high-quality data from clients.

Discover the concept of self-sovereign identity and its impact on financial health. Marla explains how Knomee empowers consumers with data control and the importance of niche marketing. Learn how Knomee’s user-verified data is revolutionizing financial products and services.

Tune in to learn more about the future of financial services.

Connect with us below!

]]> Ever wondered how financial services could better serve their customers by truly understanding their needs and values? This week, Marla Sofer, the visionary founder and CEO of Knomee, joins “The Weekly Fintape.” With experience at JP Morgan, BlackRock, and Microsoft, Marla shares insights on transforming the industry.

Marla addresses financial stress, especially among women, and how the industry can shift from pushing products to creating personalized solutions. She discusses data ownership and trust-building, emphasizing the need for high-quality data from clients.

Discover the concept of self-sovereign identity and its impact on financial health. Marla explains how Knomee empowers consumers with data control and the importance of niche marketing. Learn how Knomee’s user-verified data is revolutionizing financial products and services.

Tune in to learn more about the future of financial services.

Connect with us below!

]]> Brodrick Lothringer Buzzsprout-15585146 Thu, 15 Aug 2024 08:00:00 -0500 1661 full false Cameo Roberson on Challenges to Triumphs in Financial Services Cameo Roberson on Challenges to Triumphs in Financial Services This week, Cameo Roberson, Founder and CEO of Atlas Park Consulting, joins “The Weekly Fintape” and shares her strategies for creating structure in the midst of rapid growth, by establishing repeatable processes, strategic hiring, and effective team management. Cameo also offers invaluable advice on how to stay emotionally available for your team and understand their individual needs and goals.

This episode uncovers Cameo’s personal journey in the financial services industry, overcoming significant challenges as a Black woman in a predominantly white male space. After pivoting to operations and entrepreneurship to launch her own successful business, Cameo discusses the importance of human-first financial planning, an area where women advisors often excel.

Don't miss Cameo's insights on how to improve operational efficiencies and where to find resources to elevate your practice.

Connect with us below!

]]> This week, Cameo Roberson, Founder and CEO of Atlas Park Consulting, joins “The Weekly Fintape” and shares her strategies for creating structure in the midst of rapid growth, by establishing repeatable processes, strategic hiring, and effective team management. Cameo also offers invaluable advice on how to stay emotionally available for your team and understand their individual needs and goals.

This episode uncovers Cameo’s personal journey in the financial services industry, overcoming significant challenges as a Black woman in a predominantly white male space. After pivoting to operations and entrepreneurship to launch her own successful business, Cameo discusses the importance of human-first financial planning, an area where women advisors often excel.

Don't miss Cameo's insights on how to improve operational efficiencies and where to find resources to elevate your practice.

Connect with us below!

]]> Brodrick Lothringer Buzzsprout-15548400 Thu, 08 Aug 2024 07:00:00 -0500 1063 full false Laine Schoneberger and Wendy Kay Avery on Yrefy's Innovative Solution for Student Loan Debt Laine Schoneberger and Wendy Kay Avery on Yrefy's Innovative Solution for Student Loan Debt This week, Laine Schoneberger and Wendy Kay Avery from Yrefy join “The Weekly Fintape” to discuss how Yrefy is transforming the landscape of private student loan debt. They shed light on their innovative approach to refinancing distressed student loans, explaining how Yrefy offers borrowers a path to financial stability with fixed interest rates and tailored payment plans.

This episode uncovers the challenges faced by borrowers, the impact of student loan debt on families, and the importance of finding sustainable solutions. Laine and Wendy share heartfelt borrower stories and discuss how Yrefy’s mission aligns with the needs of both investors and borrowers.

Tune in to learn about the human side of student loan refinancing!

Connect with us below!

]]> This week, Laine Schoneberger and Wendy Kay Avery from Yrefy join “The Weekly Fintape” to discuss how Yrefy is transforming the landscape of private student loan debt. They shed light on their innovative approach to refinancing distressed student loans, explaining how Yrefy offers borrowers a path to financial stability with fixed interest rates and tailored payment plans.

This episode uncovers the challenges faced by borrowers, the impact of student loan debt on families, and the importance of finding sustainable solutions. Laine and Wendy share heartfelt borrower stories and discuss how Yrefy’s mission aligns with the needs of both investors and borrowers.

Tune in to learn about the human side of student loan refinancing!

Connect with us below!

]]> Brodrick Lothringer Buzzsprout-15510131 Thu, 01 Aug 2024 08:00:00 -0500 2854 full false Kendra Wright on Her Journey as the Rock & Roll Kid of Finance Kendra Wright on Her Journey as the Rock & Roll Kid of Finance This week, Kendra Wright joins “The Weekly Fintape” as we discuss her journey from the rock and roll industry to the world of finance. Kendra’s extensive experience in the financial industry gives listeners valuable insights on building a business that aligns with your personal values and strengths.

Our conversation reveals the secrets behind securing top-notch employees, the importance of client relationships, and why knowing what you're willing to lose money over is crucial for success. Kendra also talks about the power of niching down, creating sustainable marketing plans, and why authenticity is key in every aspect of business.

Tune in to hear Kendra's inspiring story and learn practical marketing tips!

Connect with us below!

]]> This week, Kendra Wright joins “The Weekly Fintape” as we discuss her journey from the rock and roll industry to the world of finance. Kendra’s extensive experience in the financial industry gives listeners valuable insights on building a business that aligns with your personal values and strengths.

Our conversation reveals the secrets behind securing top-notch employees, the importance of client relationships, and why knowing what you're willing to lose money over is crucial for success. Kendra also talks about the power of niching down, creating sustainable marketing plans, and why authenticity is key in every aspect of business.

Tune in to hear Kendra's inspiring story and learn practical marketing tips!

Connect with us below!

]]> Brodrick Lothringer Buzzsprout-15475516 Fri, 26 Jul 2024 08:00:00 -0500 2020 full false Ed Coambs on Financial Intimacy and Open Communication Ed Coambs on Financial Intimacy and Open Communication This week, Ed Coambs, thought leader in financial therapy and the host of the "Healthy Love and Money" podcast joins “The Weekly Fintape” and shares his expertise on how to communicate about money openly with those who matter most in your life.

We dive deep into the concepts of financial intimacy, addressing the anxiety and loneliness that can often surround financial discussions. Ed explains his unique approach as a therapy-informed financial planner and shares stories of helping clients navigate the complex relationship between mental health and money.

Tune in to hear Ed’s valuable insights and strategies for building healthier financial communication.

Connect with us below!

]]> This week, Ed Coambs, thought leader in financial therapy and the host of the "Healthy Love and Money" podcast joins “The Weekly Fintape” and shares his expertise on how to communicate about money openly with those who matter most in your life.

We dive deep into the concepts of financial intimacy, addressing the anxiety and loneliness that can often surround financial discussions. Ed explains his unique approach as a therapy-informed financial planner and shares stories of helping clients navigate the complex relationship between mental health and money.

Tune in to hear Ed’s valuable insights and strategies for building healthier financial communication.

Connect with us below!

]]> Brodrick Lothringer Buzzsprout-15475469 Thu, 25 Jul 2024 14:00:00 -0500 1516 full false Breanna Blaney on Redefining Wealth and Harmony Breanna Blaney on Redefining Wealth and Harmony Ever wondered how to transform your relationship with money and find true fulfillment in your financial journey? Join us as we chat with Breanna Blaney, Director and VP of Life Invested at Dimensional Fund Advisors, who brings a fresh perspective to financial planning. Breanna shares her unique approach to aligning financial goals with personal passions, leveraging her background in yoga to emphasize the importance of internal reflection. She offers invaluable insights into how understanding our mindset and beliefs about money can lead to better financial decisions and a more balanced life.

This episode also uncovers the inspiring role of music in our lives, spotlighting "Dreamgirl" by Dave Matthews as a beacon of authentic living for Breanna. We explore how music can connect and inspire us to pursue our dreams with confidence. Dive into personal stories, cultural insights, and actionable advice that will help you rebuild your relationship with money and transform your mindset. 

To learn more about Breanna's work and mission, be sure to check out the links below!

]]> Ever wondered how to transform your relationship with money and find true fulfillment in your financial journey? Join us as we chat with Breanna Blaney, Director and VP of Life Invested at Dimensional Fund Advisors, who brings a fresh perspective to financial planning. Breanna shares her unique approach to aligning financial goals with personal passions, leveraging her background in yoga to emphasize the importance of internal reflection. She offers invaluable insights into how understanding our mindset and beliefs about money can lead to better financial decisions and a more balanced life.

This episode also uncovers the inspiring role of music in our lives, spotlighting "Dreamgirl" by Dave Matthews as a beacon of authentic living for Breanna. We explore how music can connect and inspire us to pursue our dreams with confidence. Dive into personal stories, cultural insights, and actionable advice that will help you rebuild your relationship with money and transform your mindset. 

To learn more about Breanna's work and mission, be sure to check out the links below!

]]> Brodrick Lothringer Buzzsprout-15328955 Fri, 05 Jul 2024 11:00:00 -0500 1260 1 7 full false Cary Carbonaro on Empowering Women Through Financial Literacy and Tools Cary Carbonaro on Empowering Women Through Financial Literacy and Tools This week, we sit down with Cary Carbonaro, an award winning financial advisor, women and wealth expert and author. We learned about her strategies for debunking financial myths and leveraging social media for consumer education. Cary emphasizes inclusivity in finance for women as they approach controlling two-thirds of the nation's wealth by 2030.

Explore why younger generations prefer influencers for financial advice and the impact of social norms on financial behaviors. Cary shares personal anecdotes revealing the true nature of wealth and stresses transparent money conversations for reshaping financial futures.

Don't miss your chance to connect with Cary and explore her invaluable books. 


]]> This week, we sit down with Cary Carbonaro, an award winning financial advisor, women and wealth expert and author. We learned about her strategies for debunking financial myths and leveraging social media for consumer education. Cary emphasizes inclusivity in finance for women as they approach controlling two-thirds of the nation's wealth by 2030.

Explore why younger generations prefer influencers for financial advice and the impact of social norms on financial behaviors. Cary shares personal anecdotes revealing the true nature of wealth and stresses transparent money conversations for reshaping financial futures.

Don't miss your chance to connect with Cary and explore her invaluable books. 


]]> Brodrick Lothringer Buzzsprout-15328948 Fri, 05 Jul 2024 09:00:00 -0500 1319 1 6 full false Scott Frank on Mastering Empathy and Authenticity in Financial Planning Scott Frank on Mastering Empathy and Authenticity in Financial Planning Want to deepen your understanding and connection with your financial clients? Setting aside personal biases and focusing on clients' passions is key to effective financial planning. Join us for a transformative episode of “The Weekly Fintape” featuring Scott Frank, founder of Stone Steps Financial and co-host of the Real Personal Finance podcast, as he shares his insights on mastering active listening with empathy. Scott delves into the power of authenticity and selectivity in building genuine client relationships, offering practical advice for new advisors navigating their niche. Tune in to this insightful episode to discover how to streamline your business, embrace innovative financial technologies, and make a lasting impact in your career and clients' lives.

Connect with us below!

]]> Want to deepen your understanding and connection with your financial clients? Setting aside personal biases and focusing on clients' passions is key to effective financial planning. Join us for a transformative episode of “The Weekly Fintape” featuring Scott Frank, founder of Stone Steps Financial and co-host of the Real Personal Finance podcast, as he shares his insights on mastering active listening with empathy. Scott delves into the power of authenticity and selectivity in building genuine client relationships, offering practical advice for new advisors navigating their niche. Tune in to this insightful episode to discover how to streamline your business, embrace innovative financial technologies, and make a lasting impact in your career and clients' lives.

Connect with us below!

]]> Brodrick Lothringer Buzzsprout-15324794 Thu, 04 Jul 2024 10:00:00 -0500 1564 1 5 full false Dr. Craig Lemoine & Ailie Elmore: From Dirt to Derivatives Dr. Craig Lemoine & Ailie Elmore: From Dirt to Derivatives On this week's episode, we explore the intersection of financial advising and farming with Dr. Craig Lemoine and Ailie Elmore, hosts of the Land & Everything Else podcast. Discover how their Agriculture Focus Financial Planning Designation is reshaping the industry and gain insights into Dr. Craig's innovative business philosophy. We'll dive into strategies for sustainable podcasting success, integrating high-quality content with academic courses. From alternative investments to farmland conservation, join us for a conversation that navigates the complexities of finance and agriculture.

Connect with us below!

]]> On this week's episode, we explore the intersection of financial advising and farming with Dr. Craig Lemoine and Ailie Elmore, hosts of the Land & Everything Else podcast. Discover how their Agriculture Focus Financial Planning Designation is reshaping the industry and gain insights into Dr. Craig's innovative business philosophy. We'll dive into strategies for sustainable podcasting success, integrating high-quality content with academic courses. From alternative investments to farmland conservation, join us for a conversation that navigates the complexities of finance and agriculture.

Connect with us below!

]]> Brodrick Lothringer Buzzsprout-15198351 Thu, 04 Jul 2024 09:00:00 -0500 2016 1 4 full false Dr. Anthony Chan on Unraveling Consumer Pessimism – Economic Realities, Media Bias, and the Future of Work Dr. Anthony Chan on Unraveling Consumer Pessimism – Economic Realities, Media Bias, and the Future of Work Ever wondered why consumer confidence lags behind economic growth? Join us on this episode of “The Weekly Fintape” as we dive deep with Dr. Anthony Chan, former Chief Economist at JPMorgan Chase, current Substack writer and podcast co-host of Legacy Lessons. Discover how he navigates unbiased economic analysis, shedding light on why 63% still view inflation as a major hurdle despite wage increases outpacing inflation. Explore Dr. Chan's journey from Wall Street to Substack, where he tackles controversial economic topics with factual analysis, challenging partisan narratives. We also explore the impact of AI on future job markets and Dr. Chan's innovative AI voice cloning project with Kareem Abdul-Jabbar. Don't miss this eye-opening discussion that bridges economic data with everyday concerns.

Connect with us below!

]]> Ever wondered why consumer confidence lags behind economic growth? Join us on this episode of “The Weekly Fintape” as we dive deep with Dr. Anthony Chan, former Chief Economist at JPMorgan Chase, current Substack writer and podcast co-host of Legacy Lessons. Discover how he navigates unbiased economic analysis, shedding light on why 63% still view inflation as a major hurdle despite wage increases outpacing inflation. Explore Dr. Chan's journey from Wall Street to Substack, where he tackles controversial economic topics with factual analysis, challenging partisan narratives. We also explore the impact of AI on future job markets and Dr. Chan's innovative AI voice cloning project with Kareem Abdul-Jabbar. Don't miss this eye-opening discussion that bridges economic data with everyday concerns.

Connect with us below!

]]> Brodrick Lothringer Buzzsprout-15324787 Fri, 28 Jun 2024 11:00:00 -0500 2477 1 2 full false Shana Orczyk Sissel on Empowering Advisors with Alternative Investments and Personal Strength Shana Orczyk Sissel on Empowering Advisors with Alternative Investments and Personal Strength Ever wondered how resilience and leadership can transform both personal challenges and business innovation? Join us as Shana Orcyk Sissel, founder and CEO of Banríon Capital Management, shares her inspiring journey battling stage four breast cancer and a spinal tumor while guiding her firm to new heights. How has her experience shaped Banríon’s approach to alternative investments, making them more accessible and less intimidating for advisors? Explore a range of asset classes from hedge funds to collectibles and crypto, designed to align with client passions. Discover how platforms like Banríon are simplifying access to niche investments like wine funds and community-focused real estate, offering unique opportunities for advisors and their clients.

Connect with us below!

]]> Ever wondered how resilience and leadership can transform both personal challenges and business innovation? Join us as Shana Orcyk Sissel, founder and CEO of Banríon Capital Management, shares her inspiring journey battling stage four breast cancer and a spinal tumor while guiding her firm to new heights. How has her experience shaped Banríon’s approach to alternative investments, making them more accessible and less intimidating for advisors? Explore a range of asset classes from hedge funds to collectibles and crypto, designed to align with client passions. Discover how platforms like Banríon are simplifying access to niche investments like wine funds and community-focused real estate, offering unique opportunities for advisors and their clients.

Connect with us below!

]]> Brodrick Lothringer Buzzsprout-15324743 Fri, 28 Jun 2024 11:00:00 -0500 1434 1 3 full false Welcome to the Weekly Fintape! Welcome to the Weekly Fintape! Welcome to The Weekly Fintape, a podcast that offers a unique human perspective on financial advising. Brodrick Lothringer, CEO and Founder of PodPony, goes beyond numbers to uncover the person behind the profession. While Pete typically works behind the scenes, he joins Brodrick to share tales ranging from travel mishaps to the aspirations for our show's future.  

Join us as we introduce the exceptional advisors and professionals we've interviewed, whose unique stories will be featured in upcoming episodes. Having traveled extensively, we've explored various pizza joints, jazz clubs, and karaoke bars, and we're excited to share our recommendations throughout our journey. 

Connect with us below!

]]> Welcome to The Weekly Fintape, a podcast that offers a unique human perspective on financial advising. Brodrick Lothringer, CEO and Founder of PodPony, goes beyond numbers to uncover the person behind the profession. While Pete typically works behind the scenes, he joins Brodrick to share tales ranging from travel mishaps to the aspirations for our show's future.  

Join us as we introduce the exceptional advisors and professionals we've interviewed, whose unique stories will be featured in upcoming episodes. Having traveled extensively, we've explored various pizza joints, jazz clubs, and karaoke bars, and we're excited to share our recommendations throughout our journey. 

Connect with us below!

]]> Brodrick Lothringer Buzzsprout-15198341 Wed, 05 Jun 2024 09:00:00 -0500 604 1 1 full false