Najlepsze podcasty z kategorii: Financial Industry (2024)

1
Revolutionizing Client Services with IRS Data Integration with Kevin Knull, CFP® 18:02

1M ago18:02

18:02

In this Swift Chat episode, Marie Swift speaks with Kevin Knull, CFP®, President of TaxStatus, a cutting-edge IRS account monitoring and tax data platform designed for financial professionals and the clients they serve, about how this innovative fintech solution is helping financial advisors enhance client services through seamless integration with…

1
AI in WealthTech + Custodian Research Reports + Cyber Training with John O'Connell 15:56

2M ago15:56

15:56

In this Swift Chat conversation, Marie Swift speaks with John O'Connell, founder of The Oasis Group, a leading consultancy for the wealth management industry. Their leadership position includes identifying, reviewing, and discussing new technologies and capabilities for the wealth management industry. The Oasis Group offers award-winning consulting…

1
Revolutionizing Financial Advisor Marketing with Precision Video Ads with Alex Khassa 14:25

3M ago14:25

14:25

In this Swift Chat conversation, Jonny Swift speaks with Alex Khassa, founder of Clients Blackbox, a marketing partner to some of the fastest-growing financial advisory and retirement planning firms in the USA, about transforming financial advisor marketing through precision-engineered video ads. Khassa explains his approach to helping advisors cap…

1
Unlocking Behavioral Finance - Insights from A Wealth of Well-Being with Meir Statman 38:02

4M ago38:02

38:02

In this Swift Chat conversation, Marie Swift speaks with Meir Statman, Professor of Finance at the Leavey School of Business at Santa Clara University, to discuss the field of behavioral finance. Renowned for his research, Meir Statman has recently authored a new book called "A Wealth of Well-Being: A Holistic Approach to Behavioral Finance," which…

1
Unlocking Success with Passion, Partnerships, and Positive Mindset with Derrick Kinney 34:46

5M ago34:46

34:46

In this Swift Chat conversation, Marie Swift speaks with Derrick Kinney, Best-Selling Book Author, Keynote Speaker, and Host of the Good Money podcast, to unpack the secrets behind his success and the strategies that have helped countless individuals achieve financial freedom. He also shares advice for financial advisors who might be looking to emu…

1
Unveiling Extraordinary Lives with Jane Wollman Rusoff 15:04

7M ago15:04

15:04

In this Swift Chat conversation, Marie Swift speaks with Jane Wollman Rusoff, Contributing Editor with ThinkAdvisor and a two-time AZBEE award winner from the American Society of Business Publication Editors. Jane's career journey is as diverse as it is fascinating. From delving into consumer electronics during the tech revolution to interviewing s…

1
Leadership Is What You Do with Steve Atkinson 29:32

8M ago29:32

29:32

In this Swift Chat conversation, Marie Swift speaks with Steve Atkinson, Speaker, Leadership Coach, and Growth Expert with Admired Leadership. The conversation delves into the realm of leadership and its practical applications in the financial advisory world. Steve shares insights and anecdotes that shed light on what it means to be an effective l…

1
T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part II 34:16

9M ago34:16

34:16

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference - which also celebrated the event's 20th anniversary. Host Marie Swift chats with conference speakers, industry thought leaders, and advisors about what's hot a…

1
T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 - Part I 38:15

9M ago38:15

38:15

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference - which also celebrated the event's 20th anniversary. Host Marie Swift chats with conference speakers, industry thought leaders, and advisors about what's hot a…

1
Hot & Happening at T3 2024: A Conversation with Gary Carrai of LPL Financial 13:30

10M ago13:30

13:30

In this special episode of "Hot and Happening at T3 2024", recorded live at the 2024 T3 Technology Tools for Today conference, Marie Swift leads an insightful conversation with Gary Carrai, CFA, Executive Vice President of Advisor Business Strategy at LPL Financial, the nation’s largest independent broker-dealer serving independent financial adviso…

1
Building the RIA of Choice with Tony D'Amico 28:09

11M ago28:09

28:09

In this Swift Chat, Marie Swifts speaks with Tony D'Amico, Founder and Managing Partner of Fidato Wealth, an award-winning SEC Registered Investment Advisor (RIA) based in Ohio, about the journey of building an admirable firm that stands out as the RIA of choice for both clients and talented professionals. From the challenges faced in attracting …

1
LGBTQ+ Activism: From the Bar to Boardroom 31:03

11M ago31:03

31:03

In this episode, Host Julia Streets is joined by Stacy Lentz, LGBTQ+ activist, speaker, and co-owner of the Stonewall Inn and Eve Ellis, wealth adviser at William Blair. Together they chart the path of LGBTQ+ activism from the birthplace of the modern gay rights movement to obstacles to change in our current social and political climate. They discu…

1
The BLX Internship Program with Luis Rosa, Emlen Miles-Mattingly, and Shawn Tydlaska 23:25

12M ago23:25

23:25

In this Swift Chat conversation, Marie Swift speaks with Luis Rosa, Emlen Miles-Mattingly, and Shawn Tydlaska, three of the four co-founders of the BLX Internship Program, a premier initiative dedicated to fostering diversity in the financial planning profession, specifically for aspiring Black and Latinx financial planners. The trio expresses a ge…

1
Transitioning: Policies, practice and parenting 34:30

12M ago34:30

34:30

In this episode we discuss transitioning two very different perspectives. Host Julia Streets is joined by Josephine Hughes, a BACP Accredited Counsellor, business mentor and parent of transgender children and Liam Paschall, a transgender man committed to promoting understanding, inclusion, and allyship. They share their personal stories about the j…

1
Liability Optimization with Sora Finance Co-Founders Siddhartha Oza and Rohit Agarwal 18:17

12M ago18:17

18:17

In this Swift Chat, host Marie Swift speaks with Siddhartha Oza and Rohit Agarwal, the co-Founders and co-CEOs behind Sora Finance, whose mission is to optimize debt costs for everyone by empowering advisors in actively managing clients' liabilities. The Sora platform, driven by an AI component, addresses the historical oversight of managing debt, …

1
Power and Potential – gender and generational dynamics across ASEAN 37:37

1y ago37:37

37:37

Recorded live at the Women in Payments ASEAN Symposium, in Singapore on 25 October 2023, with senior leaders, rising stars and industry experts from across the ASEAN region in attendance. Our host Julia Streets is joined by Danielle Sharpe, Chief of Staff to the Global Head of Transaction Banking for Standard Chartered Bank, Sanjeev Chatrath, Partn…

1
Sammy Rabbit’s Money School for Financial Advisors with Sam X Renick 30:12

1y ago30:12

30:12

In this Swift Chat, Marie Swift sits down with Sam X Renick, the visionary behind Sammy Rabbit's Money School, a financial literacy program for children ages 2-10 years old. Listen to discover the inspiration behind Sammy Rabbit's Money School, a groundbreaking initiative dedicated to instilling essential money habits in children. Sam shares some …

1
Tech in Ghana: Increasing talent through education and consumer need 30:55

1y ago30:55

30:55

As we continue our international conversations, in this episode we look toGhana. Host Julia Streets is joined by Darryl Koku Mawutor Abraham, the Growth Director in Africa of Taptap Send and Kingsley Abrokwah, Chief Enabler and Chief Executive Officer of Kudigo. Together they discuss how tech is providing payment solutions across the continent by a…

1
Focus on Antisemitism: Prejudice, Perception and the Purpose for Change 39:48

1y ago39:48

39:48

In our first episode of Series 16, we begin with a special extended episode focusing on antisemitism, the ‘oldest form of hatred in the world’. Host Julia Streets is joined by Gideon Falter, Chief Executive of Campaign Against Antisemitism and national newspaper Journalist, Nicole Lampert. Together they chart the rise of antisemitism and the exclus…

1
Integrating AI with Your Marketing Efforts with Marie Swift and Jonny Swift 17:28

1y ago17:28

17:28

In this unique Swift Chat, recorded live in the Social/Digital Hub at the 2023 Morningstar Investment Conference (MICUS) in Chicago, honorary “Hubster” Shawna Ohm of Content 151 flips the script as she interviews Marie Swift and Jonny Swift of Impact Communications. The trio shares some of their marketing and PR insights in relation to some of the …

1
AdvisorAI and 401kAI Tools for Financial Advisors with Daniel Satchkov 30:17

1+ y ago30:17

30:17

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Daniel Satchkov, Co-Founder and President of RiXtrema, a pioneer in developing innovative tools for financial advisors using machine learning (AI) and data science. Daniel dives into RiXtrema's two groundbreaking AI-driven productivity tools: AdvisorAI™ and 401kAI™. 401kAI i…

1
Unlocking Meaningful Financial Conversations with Michael Lecours 23:53

1+ y ago23:53

23:53

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Michael Lecours, CFP®, Co-Founder of fpPathfinder, a company that helps financial advisors become more efficient, innovative and systematized by quickly solving planning problems and questions from clients using fpPathfinder's checklists and flowcharts. Michael shares the j…

1
Highlights from the 2023 Morningstar Investment Conference with Mary Beth Franklin and Laura Carstensen 32:15

1+ y ago32:15

32:15

In this special episode of Swift Chats, taped live at the #MICUS Podcast Stage, Hosts Jonny Swift and Marie Swift recap highlights and insights from the 2023 Morningstar Investment Conference with Mary Beth Franklin, Contributing Columnist at InvestmentNews and Laura Carstensen, Director of the Stanford Center on Longevity. The group discusses the …

1
Places, policies and practices for women at work 32:19

1+ y ago32:19

32:19

In this episode, host Julia Streets is joined by Sophie Creese, Founder of MotherBoard, and Eleanor Mills, Editor in Chief of noon.org.uk. They explore the current landscape of women at work; the ages and stages of women in the workforce: from mothers to ‘Queenagers’, which now includes five generations. They discuss opportunities for women in midl…

1
Being and Belonging: Financial services and safety for the LGBTQ+ community 29:44

1+ y ago29:44

29:44

In this episode, host Julia Streets is joined by Billie Simmons, co-founder and Chief Operating Officer of Daylight, a queer-owned and queer-run members-only neobank and Geffrye Parsons, Founder and CEO (‘Chief Empathy Officer’) of The Inclusion Imperative, a best-practice Diversity, Equity, Inclusion & Belonging (DEIB) consultancy. They explore ho…

1
Compilation Episode from the 2023 Morningstar Investment Conference 45:39

1+ y ago45:39

45:39

This special Swift Chat comes to you live from the Social/Digital Hub at the 2023 Morningstar Investment Conference in Chicago - April 25-27. Hosts Marie Swift and Jonny Swift, along with Honorary Hubsters Shawna Ohm of Content 151 and Victor Gaxiola of TechGirl Financial, speak with some big names about why they love coming to the Morningstar Inve…

1
Compilation Episode from the 2023 T3 Technology Tools for Today Advisor Conference 37:13

1+ y ago37:13

37:13

In this special Swift Chats, we're live at the 2023 T3 - Technology Tools for Today Advisor Conference in Tampa, which took place March 13-16. Host Marie Swift talks with an array of guests in the T3 Podcast Station powered by Myriad Advisor Solutions about their big takeaways from #T32023, as well as why they love the T3 community and keep coming …

1
Regional representation recruitment and retention 30:11

1+ y ago30:11

30:11

In this episode, host Julia Streets is joined by Rebecca Ajulu-Bushell, CEO of 10,000 Black Interns Foundation and the 10,000 Able Interns Foundation, and Philiip Olagunju, Head of corporate finance at PEM, the oldest and largest independent accountancy practice in Cambridge, UK. They discuss advocating for the unrepresented through both structured…

1
Inclusive design: Workspaces fit for all, fit for the future 35:08

1+ y ago35:08

35:08

In this episode, host Julia Streets is joined by Ed Warner, founder of the inclusive design business Motionspot and Ross Hovey, Accessibility Guru, Accessibility Consultant and Lloyds Banking Group Disability Role Model. They explore the importance of inclusive design to serve talent across all protected characteristics, with a particular focus on …

1
T3 Technology Tools for Today Presents: Hot & Happening at T3 2023 1:02:57

1+ y ago1:02:57

1:02:57

In this podcast special recorded live in the T3 Podcast Station powered by Myriad Advisor Solutions at the 2023 T3 Technology Tools for Today Advisor Conference, co-hosts Marie Swift and Jonny Swift speak to conference speakers, industry thought leaders and advisors about what's hot and happening at #T32023. From intriguing presentations on the mai…

1
Compilation Episode from the 2023 AICPA & CIMA Personal Financial Planning Summit 57:48

1+ y ago57:48

57:48

In this special Swift Chat podcast episode, Marie Swift interviews a range of guests from the 2023 AICPA & CIMA Personal Financial Planning Summit held at Dimensional Fund Advisors Headquarters in Austin, TX January 30 - February 1. Guests share some of their biggest takeaways from the various sessions as well as why they love attending the summit …

1
Is Justice the new DE&I: Has the diversity discussion evolved? 33:02

1+ y ago33:02

33:02

In this episode, host Julia Streets is joined by Dorien Nuñez, Speaker, Author, Researcher, Consultant and Principal and Co-Founder of The OMNIResearch Group and Paris Prince, Director - Justice, Equity, Diversity & Inclusion for The Intentional Endowments Network. Both from the United States, Dorien shares his experience of five decades on Wall St…

1
Building a Community for Women Advisors with Bridget Grimes and Katie Burke 23:55

1+ y ago23:55

23:55

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Bridget Grimes, CFP® and Katie Burke, CFP®, Co-Founders of Equita Financial Network, an entity that empowers independent, women-led financial planning firms to provide outstanding service to their clients, achieve business success, and leverage a network that allows them to …

1
Patriarchy, privilege and perspective: Male identity and the future of work 30:17

1+ y ago30:17

30:17

In this episode, host Julia Streets is joined by David Goldenkranz, Educator, DEI Facilitator, Coach and Consultant and Simeon Greaves, Wealth Manager at Coutts. Together they talk about leadership and where the power lies. In parallel, they discuss intersectionality through the lens of race and sexual orientation; self-identification and ways to c…

1
Using Listening Skills and Mindfulness to Manifest your Goals with George Kinder 27:52

2y ago27:52

27:52

In this Swift Chat, Marie Swift of Impact Communications Inc. speaks with George Kinder of the Kinder Institute of Life Planning. The two discuss mindfulness skills to help yourself live the life you want to live and what the Registered Life Planner designation means. Learn more about George and his work at www.KinderInstitute.com…

1
Accessibility, Customer Focus and Inclusivity: Refreshing disability strategies 38:13

2y ago38:13

38:13

In this episode, host Julia Streets is joined by Toby Mildon, Diversity & Inclusion Architect and founder of Mildon, a consultancy and advisory business, and Johnny Timpson OBE, principal of Johnny Timpson Consulting and Non-Executive Chair of specialist military insurance brokerage Absolute Military. Together they discuss ways to improve access to…

1
Inside Scoop for T3 2023 with Joel Bruckenstein 11:38

2y ago11:38

11:38

In this Swift Chat conversation, Marie Swift of Impact Communications, Inc. speaks with Joel Bruckenstein, President of Technology Tools for Today, about what to expect at the T3 2023 conference March 13-16 in Tampa. Joel shares some of the featured speakers appearing at this year's conference, some of the topics and trends that will be discussed, …

1
Special Youth Takeover Episode: Perception, Pathways and Progress within financial services 45:54

2y ago45:54

45:54

We kick start Series 15 with a special Youth takeover episode. Host Julia Streets is joined by Chloe, Sirad, Megan and Harrison all of whom work as Young Consultants with the organisation Participation People. They share their perceptions of financial services and what we need to do as an industry to attract and portray financial services in an att…

1
Compilation episode from the 2022 MarketCounsel Summit 40:54

2y ago40:54

40:54

In this special Swift Chat episode, Marie Swift interviews a range of guests from the 2022 MarketCounsel Summit held at the Four Seasons Las Vegas December 5-8, 2022. While the audio clips have been stitched together to create one full podcast episode, the video interviews are available as single clips on a Vimeo Showcase. Links to the video clips …

1
From Financial Inclusion to Financial Capability 39:42

2y ago39:42

39:42

In this episode, host Julia Streets is joined by Dr Rajiv Prabhakar, Senior Lecturer in Personal Finance at the Open University and Sian Williams, previously Director of Policy and Innovation at Toynbee Hall, now the new CEO of Switchback. Together they look at the financial inclusion going mainstream, and the persistent problems those on low incom…

1
Know The Game You're Playing with James Lange 28:11

2y ago28:11

28:11

In this Swift Chat conversation, Marie Swift speaks with James Lange of Lange Financial Group, LLC about how to cut through the noise of an endless stream of marketing campaigns. Companies like yours may think they're playing baseball, but customers and clients are actually playing dodgeball. The two discuss how Lange's own experiences inspired him…

1
Allies, Advocates and Active Bystanders: Privilege and power for change 31:16

2y ago31:16

31:16

In this episode, host Julia Streets is joined by Danny Harmer, Chief People Officer for Aviva Plc. As an ally, Danny shares her views about the privilege of allies, how allyship can drive meaningful change and the ways in which advocates and active bystanders can support and amplify the diversity and inclusion agenda. Together they explore the gene…

1
The Value of a Structured Mentorship Program with Kellan Brown and Jean Heath 23:12

2y ago23:12

23:12

In this In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Kellan Brown, Vice President of Business Development Strategic Partnerships in the Retirement Strategies Division at FAR, Finance of America Reverse, and Jean Heath, CIMA®, head of Asset Manager Network at Envestnet. The trio discuss the importance of structured ment…

1
From inequality to inclusion: a fresh focus on readdressing and reviving the skills gap 40:01

2y ago40:01

40:01

In this episode, host Julia Streets is joined by Bukola Adisa, Founder/CEO of Career Masterclass and Joseph Williams, Founder and CEO of Clu. Together they look at some of the barriers to entry into the workforce for ethnic minorities, refugees, and people with disabilities, and how social mobility could sustain the pipeline of the current skills g…

1
FPA Kansas City Compilation Episode with Michael Kitces, Micha Baxley, and More (August and September 2022 Events) 31:47

2y ago31:47

31:47

In this Swift Chat compilation episode from the FPA Kansas City Symposium from August 2022 and the FPA Kansas City chapter meeting in September 2022, host Marie Swift, CEO of Impact Communications, interviews a range of guests about their experiences at the events including: - Micha Baxley, Vice President of Business Development of Allianz Life Ins…

1
S14 E4 Focus on the menopause and reframing the narrative 30:28

2y ago30:28

30:28

In honour of World Menopause Month, host Julia Streets is joined by Sam Simister, co-founder of GenM and Rachel Lankester, founder of Magnificent Midlife. Together they focus on redressing the balance and creating a more positive discussion about the menopause, while also focusing their attention on some key areas of concern, for example gendered a…

1
Building an Empowered and Collaborative Workplace Culture with Alyssa Phillips 22:48

2y ago22:48

22:48

In this Swift Chat, Marie Swift of Impact Communications, Inc. speaks with Alyssa Phillips, Chief Operating Officer at HCR Wealth Advisors, a RIA firm with fiduciary values based in Los Angeles. The two discuss how HCR uses technology and people to build an empowered and collaborative workplace culture. They also share highlights from the recent We…

1
Focus on neurodiversity: From awareness to acceptance 29:43

2y ago29:43

29:43

In this second conversation, which forms part of a two-part special episode celebrating and understanding neurodiversity, host Julia Streets is joined by Dan Harris, CEO of Neurodiversity in Business. Dan shares how it is important to welcome, maintain and retain neurodivergent talent. They discuss the realities of self-disclosure through the recru…

1
Focus on neurodiversity: The skillset of superheroes 31:50

2y ago31:50

31:50

In this first conversation, which forms part of a two-part special episode, host Julia Streets is joined by Lou Anderson, Senior Sales Development Representative at Connectr to discuss neurodiversity. Lou shares her personal journey, of living and working with Autism and Attention Deficit Hyperactivity Disorder (ADHD), talking about the language of…

1
S14 E1: Allies and Inclusion: Changing the Culture in Tech 43:33

2y ago43:33

43:33

To kick off Series 14, we are joined by two titans of tech, Russ Shaw, Founding Partner of London Tech Week and London Tech Ambassador for the Mayor of London and an advisory member for Founders4Schools, and Dr Sue Black, technology evangelist, digital skills expert and Professor of Computer at Durham University.In this two-part interview, we discu…

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