show episodes
 
Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
 
Welcome to Insights: Amplified, a monthly podcast featuring interviews with the movers and innovators in talent acquisition, staffing and corporate human resources. Insights Amplified is a co-production of Riviera Advisors, helping organizations improve, enhance and optimize their corporate recruiting and staffing capabilities through sophisticated levels of expertise in tactical and strategic global talent acquisition and by TotalPicture Radio, "The Voice of Career and Leadership Acceleration."
 
Welcome to Searching for Mana, the podcast focused on tech innovation in finance - FinTech. I'll be meeting with some of the influencers, leaders and founders in the tech and finance space from unicorn companies to financial disruptors. We'll be gaining insight into how they got into FinTech, what they're currently focused on, what their companies are all about, as well as some of the important trends that they've highlighted in the market.
 
This Podcast is created and curated by Deepak Jayaraman (an Executive Coach and a Leadership Advisor). He lives in Mumbai and works with successful Senior Executives by helping them play to their unique potential but with a sharp focus on transitions (business or career). Just like businesses need to think about "where to play" and "how to win", leaders need to be coherent about "where to go" and "how to grow" in their journeys. Deepak works with them during pivotal moments to help them with ...
 
Welcome to The Financial Planner Life Podcast. We cover an intimate and honest account of what it’s really like to work in the financial planning industry. Our guests share their stories of success, failures and learnings, as well as what to expect from a career in the industry! We host guests at various stages in their careers, as well as multiple roles to ensure that our audience has a variety each week. Financial planners, business owners, paraplanners and back-office staff all have their ...
 
Following a 20-year career in communications, like so many friends, peers and ex-colleagues I found myself working from home 100% of the time. In this series I hear from a range of interesting and diverse voices about their response to the Covid-19 coronavirus pandemic, their health and wellbeing, creativity in adverse times, and our shared hopes for the future.
 
Learn from corporate defense law firm leaders such as the chairmen, managing partners, executive committee members and law partners along with general counsel and legal industry consultants. We interview these men and women across the United States who practice law and provide leadership at the largest law firms to elite corporate boutiques, public and private companies. Glean wisdom, new ideas, relate to their stories and follow along as we talk about current legal industry topics, firm man ...
 
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show series
 
Midland Industries has a history of outstanding customer-driven solutions, smart technology and deep product selection - built on strong family values and traditions. Billy Hodes, CMO at Midland Industries joins the show alongside Senior VP of Landmark National Bank, Jeff Phillips. We discuss how Midland Industries has grown a family business into …
 
Rob Straathof (CEO, Liberis) sits down with Lloyd to talk about how his company offers pre-approved revenue-based SME financing. After entering the industry as an investment banker, Rob developed his expertise in small-business lending at such companies as Wonga, Everline (UK’s first digital SME lender) and Newable BusinessFinance (responsible fina…
 
In this episode, Kevin and Mike talk about why great businesses need the entrepreneur to step out of being central to how everything works, and build into a model / framework that can deliver the same outcomes on its own. Book: Jim Collins "Good to Great: Why Some Companies Make the Leap and Others Don't" Clock-building, Not Time Telling by Jim Col…
 
Summary and themes 2mins - Supporting the mental health of pregnant women, and charting how far mental health services have come. 5mins - The mental health of teenagers during Covid-19, dementia support and 5 Ways to Wellbeing 12mins - Local council and mayoral elections - and what these might mean for the provision of services 15mins - Training ho…
 
NetStandard is a leading provider of strategic technology solutions for small and mid-sized businesses. Two of its leaders, Chief Operating Officer, Jamie Simpson and VP of Sales and Marketing, Kristen O'Connell join Grill Nation. They talk about what NetStandard does, how they help businesses, success stories, the importance of branding, and what …
 
GUEST Dr. Jennifer (Jen) Goldman Wetzler is a leading expert on Conflict and Organizational psychology. For two decades, she has advised senior leaders at global corporations in a wide range of industries as well as at large non-profit and governmental institutions. She is the author of Optimal Outcomes - Free yourself from conflict at Work, at Hom…
 
NUGGET CONTEXT Jen speaks about 4 common conflict habits we gravitate to – Blame (externalize the problem), Shame (internalize the problem), Shut down (refuse to have a conversation), Relentlessly Collaborate (proactively work with the other side). She speaks about how we end up developing one of these styles and what happens when we meet another p…
 
NUGGET CONTEXT In the previous nugget, Jen speaks about each of us defaulting to one of 4 conflict types. When we are in conflict with another person, they often have one dominant conflict type out of 4. That lends itself to 16 permutations. Jen, however, states that most of the conflict patterns in pairs end up falling into 5 frequently found perm…
 
NUGGET CONTEXT Jen speaks about our tendency to look at conflict in simplistic and often binary terms. She speaks about a few techniques we could use to understand the various dimensions of the conflict and the interconnections between the various actors involved in the situation. She suggests that we don’t fall for the simplistic narrative that bu…
 
NUGGET CONTEXT Jennifer refers to the legendary “I have a dream” speech from Martin Luther King and speak about the criticality of engaging our various senses in the way we see a situation. She urges us to imagine a future that we can describe with our various senses. GUEST Dr. Jennifer (Jen) Goldman Wetzler is a leading expert on Conflict and Orga…
 
NUGGET CONTEXT Jen speaks about how we should practice pausing in the moment (reactive) and otherwise (proactive) for us to be able to choose responding instead of reacting at various points in time GUEST Dr. Jennifer (Jen) Goldman Wetzler is a leading expert on Conflict and Organizational psychology. For two decades, she has advised senior leaders…
 
NUGGET CONTEXT Jen speaks about the occasional downsides of some traits like empathy and collaboration. As they say, too much of a good thing might be a bad thing. She speaks about situations where it is helpful for us to maintain a healthy distance from what is going on rather than getting deep into it. She also speaks about situations where colla…
 
NUGGET CONTEXT Jen speaks about how we all need to be cognizant of the values of the person we are dealing with. She goes on to categorize the values on the other side as ideal values and shadow values. Ideal values are those that are visible and those that the person is willing to acknowledge. Shadow values often are those that are hidden below th…
 
NUGGET CONTEXT We often use phrases without often questioning where they come from or what the deeper meaning behind those might be. Jen here shares her perspective around the phrase “taking a walk” and how it could have an impact on how we see a situation. GUEST Dr. Jennifer (Jen) Goldman Wetzler is a leading expert on Conflict and Organizational …
 
NUGGET CONTEXT Jen shares her perspectives around how we can try different conflict breaking paths for us to get out of the loop. She specifically refers to what President Carter did to reframe the conversations in Camp David where his talks with the then President of Egypt (Anwar Sadat) and the then Prime Minister of Israel (Menachem Begin). GUEST…
 
A conversation with Andy Schwartz, CFP®, Principal, Bleakley Financial Group As a college student selling insurance, Andy Schwartz didn’t envision that someday he’d be at the helm of an $8B RIA—but he did know he was on to something. Growing up in a lower middle-class family in New Jersey who didn’t “have much” but worked hard for all that they did…
 
This week we’re joined by Chartered Financial Planner, Tyla Phillips. We talk about his professional journey which has taken him from private banking in the UK to Dubai, where he is now a co-founder & executive director of AHR Private Wealth. Tyla decided against university and started his financial career from a young age. This may seem daunting f…
 
The power of positive mindset in attracting the business and personal growth you desire are undeniable, as Elite Consulting Partners CEO Frank LaRosa discusses with the company's Regional Market Manager Len Murtha. Their in-depth conversation mines the theories of positivity, abundance, and the laws of attraction to offer financial advisors a new p…
 
🚨Calling all Financial Planning business owners 🚨 Are you aware of just how much you can save on outsourced training costs when using the #financialplanning apprenticeship levy to train up new hires AND existing Staff? For this bonus episode, we are joined by Carolyn Blunt of Davies Learning Solutions, an outsourced apprenticeship provider to the f…
 
This episode is about what it means to become a trusted advisor as part of the client's relationships model. Mike and Kevin discuss what it takes to build trust and authority, the evolution of the sales and negotiation process, and the models to set up long-term solid business relations. Check It’s a Good Start Youtube channel for more episodes and…
 
The future of finance is here as Airwallex’ Jed Rose sits down with Lloyd to discuss how he plans to expand the UK operations of this $2.6B valued fintech unicorn. After starting his career in product at Microsoft in the 2000s, Jed moved into finance leading Paymentsense, and into the venture capital sphere with Antler. Since 2020, he joined Airwal…
 
WyCo Vintage (wycovintage.com) is the world's largest, finest and most trusted seller of authentic vintage t-shirts and clothing goods. Globally, over 15,000 pieces from the WyCo Vintage collection have been worn by Celebrities, Rock Stars, Athletes, Fans, Collectors, Fashionistas and people of great taste. On this show, we talk to the CEO and Foun…
 
A conversation with Steven Tenney, Founding Partner and CEO, Great Diamond Partners In all of the conversations we have with breakaway advisors, we hear a consistent theme around the motivation to make the leap: To improve the ability to serve clients. And, ultimately, enhancing service delivery – such as improvements in platform and technology, an…
 
This week’s guest on the Financial Planner Life Podcast is Richard Weatherburn from 313 Wealth Management. Richard is not your typical suited & booted financial planner. His down-to-earth, casual approach is a breath of fresh air to the financial profession and obviously appeals to his target audience. In his own words, he’s been able to niche down…
 
The advisor community is starting to question the NFT trend, which is gaining significant media attention as of late, and rightly so. For starters what is an NFT? The concept is confusing to many. Essentially an NFT, or Non-Fungible Token, is new category of commerce that trades crypto currency for a unique piece of digital content. So, why should …
 
Jacqueline Dewey (CEO, Smart Money People, British Bank Awards) sits down with Lloyd to talk about how her company is helping to build trust and transparency in financial services. Run by Smart Money People, but fully voted for by customers, the British Bank Awards have been named by many as 'the Oscars of the banking world”. After entering the ind…
 
I interviewed Norman Wain | General Counsel, Chief of Business Affairs at USA Track & Field on Tuesday, March 2nd, 2021. We discussed several topics such as: Having Passion in his Legal Career Learning the Business of Sports The Road to General Counsel The Importance of Networking US Soccer History Leadership & Culture Building Public Speaking Advi…
 
This episode is all about the value and power of niche B2B community building, why and how to start developing the community, and how it changed since the pandemic. In this episode we talk about: Our experiences building and being part of successful communities Platforms designed specifically to make it easy to build your communities (e.g. Slack, G…
 
On this show, Logan Freeman, Co-Founder and Principal at FTW Investments, discusses building generational wealth and passive income to leave a legacy. The show discusses 2021 focus and energy, big steps taken over the last 12 months in both assets and company growth, challenges of 2020 and what lessons were learned, what investors need to look at a…
 
A conversation with Christopher Winn, CEO and Lead Consultant, AdvisorAssist There are few words in wealth management’s lexicon that draw greater consternation amongst advisors. And that word is “compliance.” Yet it’s the very fabric by which financial advisory businesses operate, serving as the proverbial guard rails that all advisors work within—…
 
Advisors today have 100% control of their businesses but make no mistake you can't have the glory of the practice and firm partner you want without being willing to put in the grind to make it happen, as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey explain in this episode. If you are an advisor who isn't happy with your firm part…
 
This week’s guest on the Financial Planner Life Podcast is Davey Lewis, a financial planner for Timothy James & Partners Ltd and en ex-professional rugby player. Although I don’t know much about rugby, I find his transition from professional sport into the financial industry really interesting. Davey tells us about his journey, shares with us how h…
 
Career Change special part 2 - themes & chapters 2 mins - thinking about changing career for the first time (Katie Kelleher). 3mins - selling yourself and gaining the confidence to do so. 4mins - the fear of the unknown, sacrifice and being brave enough to make the jump. 5mins - from John Lewis to acting in the West End (Antony Antunes). 7mins - a …
 
Dave Birch is an internationally-recognised thought leader in digital identity and digital money. He joins Stefan Ciecierski from Mana Search for a far-reaching conversation that covers the future of money, the coming era of digital currency, digital identity, shared ledgers and blockchain. Dave is an ideal guest to comment on it all. He is named o…
 
Garmin is a worldwide leader in developing innovative, high-quality, state-of-the-art products that inspire individuals in their adventures. On this show we talk with Jessica Zlab, Garmin University Relations Recruiting Team Lead and Jen Larson, Garmin University Relations Recruiter about the workforce, talent and recruitment efforts that make that…
 
Todays guest on the financial planner life podcast is Kay Mechial from Black Lion Wealth. Kay covers his career journey from trainee financial planner to running his own financial planning firm. I really enjoyed talking to Kay, full of passion and enthusiasm for the profession, a firm believer that mindset and attitude are the two key ingredients t…
 
With Louis Diamond It might seem odd for a show called Mindy Diamond on Independence to have an episode discussing the reasons why independence might not be right for you. But the truth of the matter is, there are plenty of reasons why independence isn’t for everyone. And it’s the mission of this series to be honest and balanced—and share what we’r…
 
Financial Advisors may not be giving credence to the crypto currency trend circulating social media, but it is still important to pay attention as Elite Consulting Partners CEO Frank LaRosa and COO Dale Dempsey discuss in this episode. Crypto currency has gained a following with younger people and make no mistake - they are sharing what they are le…
 
Finimize is building the world's largest and most engaged finance community, with over one million subscribers across their app. Max Rofagha, its co-founder and CEO sits down with Stefan Ciecierski to outline how they help casual investors become smarter investors through bitesize content and engaged community. In this chat, Max tells us why neo-br…
 
In this episode, Mike and Kevin delve into 4 books that they recommend to the listeners for inspiration, practical tools and a bit of fun. The books discussed: Getting to Yes: Negotiating Agreement Without Giving In by Roger Fisher, William L. Ury and Bruce Patton Influence: The Psychology of Persuasion, Revised Edition by Robert B. Cialdini Atomic…
 
The show discusses Dave's impressive background, why he started InnovaPrep and became an entrepreneur, what he learned from MRIGlobal, how his experience at Pipeline and other accelerators impacted him, why he enjoys his job, how he connects with customers, what he did to innovate and accelerate growth during Covid-19, and much more in our Best For…
 
Episode chapters 1min - Publishing a book and interviewing in lockdown. 2mins30s - The centre half and their quirks. 4mins30s - Twin loves of football and journalism - keeping it in the family. 6mins30s - Ghosting David Beckham 10mins30s - Gaining respect as a writer and breakthrough moments. 13mins - Premier League football and the response to the…
 
A conversation with the industry thought-leader, financial planner and host of the popular blog and podcast series It was almost 2 years ago when Michael Kitces last visited this show. And much has changed since that conversation. Even his own business life took a new turn, having joined Buckingham Wealth Partners in March of 2020—right when the pa…
 
Advisors contemplating a transition have many reasons for making a move; however, the financial upside is always at the top of the list. Given how hot the transition market is right now, with firms offering ever increasing transition deals to attract the right talent, it may be tempting for an advisor to make a move based solely on a large upfront …
 
This week’s guest on the financial planner life podcast is Martin Lindsey, MD of Integrity Wealth Solutions. I really like Martin’s honesty around finding your way in the profession, your first job does not define you, instead, it sets you on a journey of discovery if you are willing to push yourself outside of your comfort zone. We cover: From ban…
 
Andrew Macaskill - Career coach, Board advisor and founder of Executive Career Jump - is on a mission to end our job search misery. 1min - the best and worst of Covid-19 and innovation in adversity. 3mins - communities, social media and serving others. 4mins30s - best pieces of career advice and treating the job search like a project. 7mins - endin…
 
Michael Brown (Senior Market Analyst, Caxton FX) joins Lloyd for a special Post-Easter episode tackling the latest economic developments in the UK. Since joining Caxton FX in 2016, Michael has shown an impressive knack for predicting developments in the foreign exchange markets. In this episode, he shares the economic outlook after Brexit and vacci…
 
If you talk to 10 successful entrepreneurs, over half will not have amazing academic qualifications. If it’s not qualifications that set them apart, what does? In this episode, Mike and Kevin are talking about academic background, what qualities make an outstanding entrepreneur and prove that academic success is not always a golden ticket to busine…
 
Anita Davis has worked in the fields of community, economic and workforce development for nearly 20 years. She empowers people through work each and every day. This show discusses Anita's impressive background, why Goodwill, how the Denver and Kansas City markets are different, what does a Chief Mission Officer do, what is the key mission of MoKan …
 
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