Najlepsze podcasty z kategorii: Gale Strategies (2024)

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Tackling the Challenge of Measuring the ROI on Your Marketing Budget with CPA Catherine Tindall 25:00

4d ago25:00

25:00

In this episode of The Finance Marketing Podcast, Hillary is joined by Catherine Tindall, CPA, a Tax Advisor at Dominion Enterprise Services. Catherine works closely with financial advisors, helping them reduce their income taxes, stay compliant with tax regulations, and grow their firms sustainably, even as the tax burden continues to increase. Ca…

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69. How Small Businesses Can Stay Ahead in Today’s Market with Technology | Tighe Greenhalgh, President of Central Components 30:42

3d ago30:42

30:42

Small businesses are said to be the heart of our communities. They are what laid the groundwork for the kind of massive success now seen by the likes of companies such as Amazon and Walmart. Yet, today, many small businesses are waning under their shadow and continuing to struggle in order to stay relevant, growing, and successful amongst these gia…

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S11E10: A Career Retrospective with Mike DeCata 50:42

6d ago50:42

50:42

As one of the most recognizable figures in industrial distribution, Mike DeCata joins to reflect on his career in the channel, of which the first 18 years were spent at General Electric and the last 10 at Lawson Products. We cover what he misses about day-to-day CEO life (and what he doesn't); the biggest changes in the industry in his tenure; what…

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Break the Cycle: How Advisors Can End Start-and-Stop Marketing for Good With Kirk Lowe (Ep. 493) 36:56

6d ago36:56

36:56

Green light, red light, green light, red light. In this special replay episode of the Top Advisor Marketing Podcast, Matt Halloran and Kirk Lowe unwrap one of the biggest challenges financial advisors face: the dreaded cycle of start-and-stop marketing. This unproductive pattern keeps too many advisors from building the momentum they need to mainta…

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#159 - Chris Crawford | Making Prescription Drug Costs Affordable 51:44

6d ago51:44

51:44

Chris Crawford founded RxSaveCard to make prescriptions more affordable for employers and employees. With over 25 years in employee benefits, including leadership roles at Mercer and experience in pharmacy benefits, Chris created RxSaveCard to offer cash and discount pricing without requiring a switch in benefit providers. His solution ensures comp…

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396 - Director Coke Daniels - Why Filming “The Waterboyz” was Challenging, His Journey from Hip-Hop to Indie Filmmaking, Code-Switching, Authenticity, and the Responsibility of Representation, and Embracing ... 2:12:21

11d ago2:12:21

2:12:21

Hello, Hello! In this episode, Chris and Nick talk with Writer, Director, and Producer Coke Daniels. They discuss Daniels' journey into filmmaking, from his early days in the hip-hop industry to his transition into directing independent films. Daniels shares insights on the importance of mentorship, the challenges of urban filmmaking, and the inspi…

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Top Tips to Optimize Your Finance Podcast for Business Growth with Virginia Elder 30:32

11d ago30:32

30:32

In this episode of The Finance Marketing Podcast, Hillary sits down with Virginia Elder, Founder of Podcast Abundance, the leading provider of podcast production support for financial service professionals. Virginia shares her journey from launching her own podcast to building a business that helps financial professionals leverage podcasting to gai…

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Putin's war with Ukraine | General Sir James Everard 38:05

12d ago38:05

38:05

Former NATO Deputy Supreme Allied Commander Europe Hosted on Acast. See acast.com/privacy for more information.

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Engage, Retain, and Grow: Using Behavioral Finance to Build Lasting Client Relationships With Brian Portnoy (Ep. 492) 28:44

13d ago28:44

28:44

What if there was a way to make every client meeting feel more personal, engaging, and trust-building? In this episode of the Top Advisor Marketing Podcast, Matt Halloran welcomes Brian Portnoy — an expert in behavioral finance and founder of Shaping Wealth — to explore how financial advisors can make their practices more impactful by focusing on h…

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Exploring the Impacts of AI on SEO Strategies with Wesley Gehman 34:45

18d ago34:45

34:45

In this episode of The Finance Marketing Podcast, Hillary sits down with Wesley Gaiman, Founder and Owner of Wes Web, to explore some of the impacts of AI on SEO. Wesley shares his passion for internet marketing strategy and search engine optimization, providing practical insights into how financial professionals can enhance their SEO strategies an…

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68. Why High Quality Furniture is Worth the Investment | Luis Ruesga, CEO of Zuo Modern 32:28

17d ago32:28

32:28

According to research by Fortune Business Insights, the furniture market size in the US will reach an estimated value of 130 billion dollars by 2032. What is it about the industry that drives this kind of demand? How does a successful furniture designer and distributor like Zuo Mod weigh in on the market, or the manufacturing? How do they approach …

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395 - Actress Katherine Ro - An Insider Look at The Terminal List Prequel, How to Succeed in Hollywood While Prioritizing Family, Stunt Performing, Mastering Voice Acting, How to Impress Gatekeepers ... 1:59:36

20d ago1:59:36

1:59:36

Hello, Hello! In this episode, Chris and Nick talk with actress Katherine Ro about her journey in the entertainment industry, balancing career and family life, and the challenges of voice acting versus traditional acting. They also discuss the importance of independent film festivals, the skills required for stunt work, and insights from industry p…

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How to Use Behavioral Finance to Build Deeper Client Relationships With Dr. Daniel Crosby (Ep. 491) 27:13

20d ago27:13

27:13

In our society, where financial comfort doesn’t always translate to true well-being, your clients need more than just a numbers person. In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks to Dr. Daniel Crosby about his latest book, The Soul of Wealth, which is packed with 50 punchy essays that make complex ideas about wealth a…

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Why Dave Armstrong, CFA Believes ‘The Content Maker Is the New Rainmaker’ (and How He Does It!) 45:18

25d ago45:18

45:18

In this episode of The Finance Marketing Podcast, Hillary sits down with Dave Armstrong, President and Co-founder of Monument Wealth Management. Known for delivering unfiltered opinions and straightforward advice, Dave shares his journey from a Marine Corps officer to building a successful wealth management firm during the 2008 financial crisis. He…

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

27d ago31:56

31:56

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

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394 - Aaron Irons & Josh Croft on Making 'Jeffrey’s Hell,' the Unique World of the Defy Film Festival, Appalachian Horror, Mastering Found Footage, How Tubi is Empowering Independent Filmmakers, The Art ... 2:02:26

1M ago2:02:26

2:02:26

Hello, Hello! In this episode, Chris and Nick talk with filmmakers Aaron Irons and Josh Croft about their experiences at the Defy Film Festival, their independent horror films "Chest" and "Jeffrey's Hell," and their overall approach to low-budget, authentic filmmaking. The conversation covers the importance of community, resourcefulness, and stayin…

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Understanding Lead Generation and Full Marketing Funnels for Finance Professionals with Olivia Luper 42:36

1M ago42:36

42:36

In this episode of The Finance Marketing Podcast, Hillary sits down with Olivia Luper, Founder of Lexicon Advisor Marketing, a full-service, outsourced digital marketing agency that helps financial professionals build brand awareness, grow their network, and land more clients they love. Olivia shares her expertise on creating a well-rounded digital…

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67. From Vision to Reality: What it Takes to Build Successful AI Software | Nishit Asnani, Co-Founder of Sybill 36:12

1M ago36:12

36:12

Joining us in this week’s episode, Nishit Asnani, the Co-Founder of Sybill, a Generative AI tool that takes sales calls to the next level, sits down to talk about what it takes to build AI software and where it’s all headed. As one of the inspiring leaders behind the innovative business, Nishit brings a wealth of knowledge and experience to the con…

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S11E9: Unraveling the Port Standoff 21:59

1M ago21:59

21:59

Port operators and the union representing U.S. East and Gulf Coast dockworkers reached a tentative labor deal, but the underlying issues remain. Here, the MDM Editors and NAW's CEO share their perspectives and how distributors are navigating the situation.Autor: MDM

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

1M ago30:04

30:04

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

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Building Authentic Brands and Relationships with Business Finance Wrangler Pam Prior 33:52

1M ago33:52

33:52

In this episode of The Finance Marketing Podcast, Hillary sits down with Pam Prior, a brilliant, down-to-earth finance expert who helps entrepreneurs take confident control of their money mindset and business cash flow. Pam is the host of the Cash Flow with Pam Prior podcast and author of the recently published book Founder to Exit. With her unique…

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60. Anger Unpacked: Strategies for Anger Management with Faust Ruggerio 43:43

1M ago43:43

43:43

In this episode... Faust Ruggerio, pyschologist, offers practical strategies for recognizing and managing anger effectively, with insights on healthy communication and self-awareness. By tuning in, you’ll gain a deeper understanding of your anger, stress reduction, and how to cultivate an inner strength that allows you to face life’s challenges wit…

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

1M ago34:42

34:42

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

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393 - David “D. Bird” Birdsall - The Last Mixtape, White Collar Rhymes Discord, Renting an Airbnb w/ Strangers, Truth in Diss Tracks, Evolving Landscape of Music Creation and Collaboration, Northwest Hip ... 1:24:38

1M ago1:24:38

1:24:38

Hello, Hello! In this episode, Chris and Nick talk to David "D. Bird" Birdsall, the co-founder of the White Collar Rhymes Discord community. They discuss D. Bird's experience organizing a music project that brought together internet friends from around the world to create The Last Mixtape album and documentary in a mansion in Austin, Texas. The con…

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(Sustainably) Maximizing Your Marketing Efforts with Personal Brand Consultant Kim Kelty 41:21

2M ago41:21

41:21

In this episode of The Finance Marketing Podcast, Hillary sits down with Kim Kelty, CEO of The Kelty Method, to delve into the world of personal branding for financial advisors and coaches. Kim is a Personal Brand Consultant and Podcast Producer who partners with small business owners and entrepreneurs to enhance their personal branding and podcast…

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66. The Future of B2B Commerce: Why Digital Strategy Matters More Than Ever | Mark Brohan, Digital Commerce 360 38:32

2M ago38:32

38:32

In this special Chicago episode of the Driven by DCKAP podcast, our host Karthik Chidambaram, Founder and CEO of DCKAP, has the opportunity to sit down and speak with Mark Brohan, Senior Vice President of B2B and Market Research at Digital Commerce 360. Originally founded as Internet Retailer, Digital Commerce 360 is an industry pioneer and global …

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

2M ago35:29

35:29

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

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392 - Tiffany Murray - How to Use Creative Constraints, '2 Lives in Pittsburgh', The Best Camera for Indie Filmmaking, Collaborating Without Cockiness, Chasing Virality, Systemic Shifts in Conflict Resolution ... 1:34:08

2M ago1:34:08

1:34:08

Hello, Hello! In this episode, Chris and Nick talk with Director and Cinematographer Tiffany Murray about her experiences working in the film industry directing, shooting, and trying her hand at producing. They discuss her recent film, 2 Lives in Pittsburgh, and the challenges of independent filmmaking. The conversation also explores issues of incl…

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Starting Your Book Project from a Strong Foundation with Accountant-Turned-Ghostwriter Jamie Dykstra 32:10

2M ago32:10

32:10

In this episode of The Finance Marketing Podcast, Hillary sits down with Jamie Dykstra, book ghostwriter and Founder of Jamie Dykstra LLC, to discuss the process and strategy behind writing a business book that makes an impact. Jamie's background in financial services as a corporate accountant provides a unique perspective on how financial services…

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#010 - Early-Stage B2B Content Strategy 47:22

2M ago47:22

47:22

Content marketing is a critical piece of the puzzle for B2B businesses, but is often one of the most challenging pieces to execute when you have very little bandwidth during the early stages of growth. Beam Content Co-Founder, Brooklin Nash, shares tips and tricks for building a content-driven brand as a founder or solo marketer. In this episode, B…

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Why a flexible UK Equity Income strategy works for patient investors | Adrian Frost 35:14

2M ago35:14

35:14

Hosted on Acast. See acast.com/privacy for more information.

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S11E8: Unpacking SHIFT 2024 23:06

2M ago23:06

23:06

With our marquee thought leadership event fresh in mind, MDM Editors Mike Hockett and Vesna Brajkovic debrief the messages, themes and anecdotes from the event that stood out to them and take a look forward to SHIFT 2025 next May.Autor: MDM

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Has the bubble burst for Whisky collectors? | Ross Eva 39:47

2M ago39:47

39:47

Hosted on Acast. See acast.com/privacy for more information.

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Opportunities available in equity markets over the next 5 years | Peter Davies 54:17

2M ago54:17

54:17

Hosted on Acast. See acast.com/privacy for more information.

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Generate a monthly income through bond investing | Hilary Blandy 31:25

2M ago31:25

31:25

Hosted on Acast. See acast.com/privacy for more information.

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Bond investing demystified | Richard Woolnough 1:00:46

2M ago1:00:46

1:00:46

Hosted on Acast. See acast.com/privacy for more information.

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

2M ago26:58

26:58

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

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The Power of Storytelling and Emotionality in Finance Marketing with Financial Therapist Khara Croswaite Brindle 35:48

2M ago35:48

35:48

In this episode of The Finance Marketing Podcast, Hillary sits down with Khara Croswaite Brindle, a licensed mental health professional and financial therapist who specializes in helping other therapists navigate the complexities of financial stress, leadership trauma, and more. Khara shares her unique insights on how storytelling and emotional con…

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59. Mental Health Meets Empowerment: Transformative Self-Love Practices Ft. Dr. Shainna 51:37

2M ago51:37

51:37

In this episode... We explore the essential foundations of self-love, self-respect, and how setting healthy boundaries can transform your relationship with yourself and others. If you've struggled with people-pleasing or difficulty in respecting your own needs, this episode is for you! Listen and learn more about: The Seven-Segment Model to assess …

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65. How Digital Innovation Changed the Landscape for Manufacturers and Distributors | Tom Gale, CEO of MDM 36:53

2M ago36:53

36:53

Tom Gale, MDM’s lead researcher and industry analyst for more than 25 years on independent distribution channel trends, consolidation, technology and competitive landscape, and the current CEO of MDM, is our guest this week. He joins host, Karthik Chidambaram, CEO of DCKAP, on this special Chicago episode of the Driven by DCKAP podcast to discuss t…

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391 - 100K Subscribers, The Legacy of James Earl Jones, Disney's Live-Action Remakes, The Influence of Bots and Social Media and Shaping Cultural Narratives in the Entertainment Industry | Indie Talk 1:52:27

2M ago1:52:27

1:52:27

Hello, Hello! In this episode, Chris and Nick talk about the upcoming Nashville Film Festival, the recent Sundance Film Festival host city announcement, and the Make It Podcast reaching a major milestone of 100,000 subscribers on YouTube. They also discuss the legacy of the late James Earl Jones, analyze box office trends, and dive into audience re…

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

2M ago30:13

30:13

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

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How Top-Tier Tax Planning Can Differentiate Your Firm with Steven Jarvis, CPA 29:32

2M ago29:32

29:32

In this episode of The Finance Marketing Podcast, Hillary sits down with Steven Jarvis, CEO and Head CPA of Retirement Tax Services, to discuss how financial advisors can leverage tax planning to elevate their marketing efforts and better serve their clients. Steven also shares his unique approach to marketing through consistent content creation ac…

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

2M ago27:07

27:07

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

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390 - Director Michael Day - How to Go From Accountant to Director, Insights into Hollywood Accounting, Directing Your First Feature Film, Hitchcock, Tarantino, and the Art of Influence, Navigating the ... 1:41:39

2M ago1:41:39

1:41:39

Hello, Hello! In this episode, Chris and Nick talk about Director Mike Day's transition from accounting to producing and directing, his work on major Hollywood films, and the challenges of managing film budgets. They discuss Mike's directing style and influences, as well as the marketing strategy for his latest film "Clawfoot." The conversation als…

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How Financial Advisor Mark Hansen Built a Brand That Starts Conversations (Part 2) 25:10

2M ago25:10

25:10

In this episode of The Finance Marketing Podcast, we continue our conversation with Mark Hansen, founder of Second Comma and host of the podcast, The Quiet Part. If you missed Part 1, be sure to check it out for the full backstory on Mark’s brand and how he built a strong foundation for his financial planning firm. In Part 2, Mark shares how he too…

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64. Unveiling The Secrets to Successful Product Management | Jim Hansen, CPO at Advantive 39:10

2M ago39:10

39:10

In this episode of the Driven by DCKAP podcast, Jim Hansen, the Chief Product Officer at Advantive, joins Karthik Chidambaram, CEO of DCKAP, to discuss all the ins and outs of successful product management, including when to know a product works and when it doesn’t, the right things to do and the right things not to do, how to ensure you’re providi…

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#158 - Sean Johnson | Proven Marketing Strategies for Professional Services 54:57

2M ago54:57

54:57

Madison was started by Sean Johnson. For 12 years he was a founding partner at Manifold, an early stage venture fund and innovation consulting firm. For 9 years he taught digital marketing at Northwestern's Kellogg School of Management.Sean learned the hard way how difficult it can be to market a professional services firm. Much of the playbook he …

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S11E7: Wesco Case Study Debrief 26:06

3M ago26:06

26:06

During July, MDM published a three-part article series that profiled electrical distributor Wesco and its transformative strength. That series culminated with a more robust case study report that is now in the MDM Store. Here, the author of that series and case study, John Gunderson, joins to discuss key takeaways from his research into Wesco and w…