הפודקאסטים הטובים ביותר ב-Tailored Financial Consulting (2024)

1
FF5 #27 - DOL TDF Guidance - Non-Proprietary TDFs 7:38

9h ago7:38

7:38

In this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's guidance on target-date funds (TDFs), emphasizing the importance of inquiring about non-proprietary TDFs, regardless of plan size, as per DOL guidance. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com…

1
How To Achieve Financial Freedom As A Doula 25:48

14h ago25:48

25:48

I totally get it - as a doula, you pour your heart and soul into supporting families during their most significant moments. But let's be real, it can be a juggling act that leaves you longing for more balance in your life and money in your bank account. In this episode we will discuss how exhausting it is when you're trading your precious time for …

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Rod Peters from Eventum Optimum 35:38

19h ago35:38

35:38

Soonah and Karen work without a net for the first time as they welcome their first guest onto the show. Rod Peters from Eventum Optimum brings his expertise to Margin Maximizers, and this episode shouldn't be missed. A little about Rod - Rod commenced work as an accountant in public practice before moving to ASIC as a financial investigator for 7 y…

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248: A Guidebook for Thriving Marriages & Sustainable Disability Parenting | Dr. Todd & Kristin Evans, Authors, Speakers, & Disability Parents 43:50

1d ago43:50

43:50

Parenting is a tough job and when you have a child with special needs, the challenges can be even more complex. From advocating for your child in school to finding the right therapy options, there are so many aspects of parenting a child with special needs that require extra care and attention. Amidst these pressures, marriages can face significant…

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EP761: Refocusing on the banking customer in a world obsessed with AI 11:49

1d ago11:49

11:49

Sandeep Bagaria, Chief Executive Officer, Tagit There is significant hype around AI/ML and Generative AI in banking. While this technology is significantly changing the technology landscape and offering multiple opportunities for banks, bankers must keep their eye on the ball – the customer and their needs. To this end, Tagit recently launched its …

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Escape the Owner Prison 🛠️💼: Scale Your Business and Maximize Your Potential TTST Interview with Richard Walsh 38:13

1d ago38:13

38:13

Show Notes Richard is a 30-year seasoned entrepreneur. He’s the best-selling author of Escape the Owner Prison, the contractor's new way to scale, regain control, and fast-track growth while loving life. A speaker and podcast host, he’s a husband and father of six children, a US Marine, champion boxer, black belt, and an internationally recognized …

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EP760: The opportunity in digital wallets and how your business can benefit 11:20

1d ago11:20

11:20

Jonathan Vaux, Head of Propositions & Partnerships, Thredd Digital wallet payments are expected to reach $19.6 trillion by 2027. That’s a huge market and a huge opportunity! Among the drivers are increased smartphone penetration, security benefits and government initiatives promoting digital payments. Robin Amlôt of IBS Intelligence discusses how f…

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#41 How To Ensure That Your Consultations Convert Into New Clients 25:23

2d ago25:23

25:23

Send us a text In this episode of Serve First, Sell Later, Sylvia Garibaldi discusses how to elevate your sales consultation process to build trust, win clients, and avoid leaving money on the table. You'll learn how to structure a consultation, build rapport, showcase your expertise without giving away free advice, and why a strong follow-up proce…

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EP759: Boosting SME trade financing with tailored solutions and ESG-Focused capital distribution 10:43

2d ago10:43

10:43

Ankit Verma - Business Development Lead- India, Air8 Tailored trade financing solutions are revolutionising access for SME suppliers in emerging markets, achieving significant milestones and ensuring ESG-compliant capital distribution. Puja Sharma of IBS Intelligence speaks with Ankit on how Air8 is enhancing trade financing for SME suppliers.…

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Bonnie Treichel: Lessons Learned from Litigation 31:53

2d ago31:53

31:53

Bonnie’s passion is sharing her knowledge with financial advisors. When she founded Endeavor Retirement, her goal was to make retirement legislation easy to understand. She keeps advisors up to date on the rules and regulations through her webinars, presentations, and consultations. The result — advisors and consultants help more people access thei…

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EP757: The countdown to DORA, navigating change in cybersecurity 11:53

3d ago11:53

11:53

Giles Inkson, Director of Services EMEA, NetSPI The European Union’s Digital Operational Resilience Act, which comes into force in January 2025, addresses a key issue in EU financial regulation. DORA means financial institutions must follow rules for protection, detection, containment, recovery and repair capabilities against ICT-related incidents.…

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EP758: How digital transformation is impacting on US financial services 11:44

3d ago11:44

11:44

Peter Cherecwich, President, Northern Trust Asset Servicing Northern Trust Asset Servicing offers a range of services designed to meet the needs of an institution’s entire investment office. To keep that range of services up to date, the firm is investing in the future: in ideas, in people and in technology. Peter Cherecwich, President of Northern …

1
Planning For Long Term Success: Work Less Hours While Increasing Your Clients 23:23

4d ago23:23

23:23

If you have ever found yourself caught in a whirlwind of doula work, juggling too many clients, and feeling like there's just not enough of you to go around, just know that you're not alone. In this episode, I talk about the passion we have for supporting families, but also the high risk of burnout that comes along with it. But I have a secret... Y…

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EP756: What to watch for ahead of PSD3 and what’s changing in open banking 19:05

4d ago19:05

19:05

Huw Davies, Co-Founder & Co-CEO, Ozone API The third Payment Services Directive (PSD3) could be unveiled soon. The new legislation in Europe is expected to introduce, among other things, governance relating to consumer consent while also including metrics for improving the performance of open banking APIs. This summer already saw the publication in…

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EP755: Omnichannel banking – bridging the gap between digital and branch in the US 11:52

4d ago11:52

11:52

Emily Steele, President & COO, Savana Omnichannel banking has yet to achieve its full potential due to financial institutions’ inability to effectively integrate disparate systems of record. This issue prevents customers from experiencing a seamless digital journey both online and in the bank branch. Robin Amlôt of IBS Intelligence speaks to Emily …

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🌍 Lead, Serve, Empower: Creating a Legacy of Success by Prioritizing Service and Ownership in Leadership💡 TTST Interview with Ryan Johnson of 3Sparrows Executive Leadership 43:15

4d ago43:15

43:15

Show Notes Ryan Johnson is the Founder & CEO of 3Sparrows Executive Services. As a fractional Chief Operations Officer and business management coach, I help small businesses owners empower their team members to grow from "Clock Punchers" to "Owners" and 10x their personal and business success. Quote: “Empower those around you to take ownership, and…

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EP754: Where is India’s Wealth Management journey headed? 12:35

4d ago12:35

12:35

Nitin Rao, CEO, InCred Wealth The wealth management sector has shifted from focusing solely on traditional offerings to prioritizing ‘alpha generation’—where the ability to deliver extra returns through innovative strategies is critical. With technology driving change and international trends influencing HNI investing in India, this conversation of…

1
E70: Stewarding Your Health and Wealth: Practical Wisdom from a Naturopathic Perspective 49:57

4d ago49:57

49:57

Are you ready to uncover the lies you've been told about your health and discover a transformative path forward? In this episode, Eric Scovill is joined again by Dr. Ryan Hewkin, a Christian chiropractor and co-host of the Natural Parents Podcast, who shares his transformative journey toward true health. Diving deep into the biblical principles of …

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EP753: The opportunities ahead in WealthTech and for wealth management 14:54

4d ago14:54

14:54

John Wise, Chairman and CEO, Communify Fincentric (a JBI company) Data integration, personalisation and artificial intelligence need to be combined in order to deliver a better experience to investors. Communify, a Just Build It (JBI) company backed by Stellex Capital Management, has acquired Fincentric from S&P Global and aims to do just that. The…

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185: Making It Count - Gearing Up for the End of the Business Year (Plus Big Book Announcement!) 14:04

4d ago14:04

14:04

In this week’s episode, I’m sharing exciting news about my upcoming book, “Too Much”, aimed at empowering women B2B consultants to reach seven figure success. I delve into the book’s themes, particularly reframing the notion of being ‘too much’ as a strength. And our main focus for the episode is that we are gearing up for the time of year when a l…

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EP752: Digital transformation in payments for SMEs in Southeast Asia 9:18

4d ago9:18

9:18

Christopher Yu, President & CFO, KPay Some 78% of SME merchants surveyed in Southeast Asia are seeking a single integrated payment solution but for more than 70% reality is currently cash-only. This disconnect represents a huge potential market. Closing the gap for underbanked and underserved Southeast Asian is key to unlocking the potential of the…

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Maximize Your Wealth: How to Benefit from Fee-Only Wealth Management 24:26

6d ago24:26

24:26

In this podcast, we dive deep into the world of fee-only wealth management and how it can help you build wealth in 2024. Discover the advantages of choosing a fee-only advisor over traditional commission-based financial planners, including transparency, trust, and tailored financial strategies. We will explore proven techniques and strategies that …

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FF5 #26 - DOL TDF Guidance - Review TDF Fund Fees 6:49

7d ago6:49

6:49

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of reviewing fund fees and investment expenses in target date funds (TDFs) for ERISA plan committee members and industry professionals. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.link…

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EP750: Is the private equity sector facing a ‘Blockbuster’ moment? 11:08

8d ago11:08

11:08

Demetry Zilberg, Chief Technology Officer, Alter Domus Cloud computing, data analytics, automation and AI may be about to transform all aspects of how private markets managers run their businesses. The operative word is ‘may’ because while FinTech firms are changing the way financial services firms go about their business and hold out the promise o…

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EP751: FinTech solutions from India looking to set a global benchmark 10:28

8d ago10:28

10:28

Tarun Nazare, Co-Founder & Managing Director, Neokred Neokred aims to be at the forefront of digital transformation, offering cutting-edge solutions that simplify and streamline KYC procedures. Leveraging artificial intelligence (AI), machine learning (ML), and blockchain Neokred is building a secure, efficient, and user-friendly KYC process. The c…

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247: What’s Possible: A Roadmap to Success for Young Adult with Additional Needs | Graham Caldow, Author & Co-Founder of Red Giraffe 39:36

8d ago39:36

39:36

Transition planning from school to adult life is a crucial aspect of ensuring individuals with additional needs have the support and resources they need to lead fulfilling lives. With the introduction of the new transition planning IEP form, understanding its purpose and how it benefits those in the transition process is essential. In this episode …

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Break the Mold Celebrate the ‘Odd Ducks’: How to Be Unreservedly Bold and Make an Impact** 🌟🛠️ TTST Interview with Pat Honiotes 34:58

9d ago34:58

34:58

Show Notes Pat Honiotes, MS is a Transformational Coach for leaders who are ready and willing to step into the richer, truly unique work that is waiting for them. Pat specializes in working with those leaders who “march to the beat of a different drummer”..... who dismiss mediocrity as a way of life, rarely follow conventional rules and stand out f…

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#40 What Most People Aren’t Telling You About Growing A Practice 26:37

9d ago26:37

26:37

Send us a text In this special 40th episode of Serve First, Sell Later, Sylvia Garibaldi shares the lesser-known truths about growing a professional practice. If you're a legal or financial professional struggling to stand out, this episode will give you the insights you need to stop playing the social media game and start building a practice that …

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Kevin Morgan: ERISA Plan Basics - Blocking and Tackling 44:56

9d ago44:56

44:56

Kevin Morgan is the Managing Director for Retirement Investment Consultant at J.P. Morgan Asset Management, covering TX, CO, OK, NE, AR, & LA Kevin lives just outside Fort Worth, TX has been with JP Morgan for 12 years, & is a 25-year veteran of the qualified plan industry. He has extensive experience in investment strategies, 401(k) plan sales, pl…

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Retirement Planning Tips for a Secure Future (2024) 24:10

10d ago24:10

24:10

Are you ready to secure your financial future? In this podcast, "Retirement Planning Tips for a Secure Future (2024)," we provide you with essential strategies to help you effectively plan for retirement. Whether you're just starting your career or approaching retirement age, these tips will guide you through the process of building a stable and pr…

1
How to Balance Passion with Productivity in Your Doula Business 23:06

11d ago23:06

23:06

If you're a dedicated doula, pouring your heart and soul into your work, you know the challenges all too well. You love supporting families through the transformative journey of childbirth and the postpartum period. But there's a catch – you're working non-stop, maxed out on clients, and still struggling to make ends meet. In this episode I will ta…

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E69: Unlocking the Body's Wisdom with Dr. Ryan Hewkin 44:14

11d ago44:14

44:14

Are you listening to your body’s wisdom? In this inspiring episode, let’s dive deep into the wonders of the human body and explore the holistic approach to health and wellness with renowned natural health expert, Dr. Ryan Hewkin. Prepare to be amazed as Ryan shares his wealth of knowledge on the incredible design of our bodies, the importance of gu…

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EP749: Transforming Rural India: The Evolution of Last Mile Credit 17:45

14d ago17:45

17:45

Aditi Singh, Chief Strategy Officer, Satin Creditcare Network Ltd. Providing accessible financial services to underserved communities in India is a formidable challenge. Puja Sharma of IBS intelligence speaks with Aditi Singh of Satin creditcare about the evolution of last mile credit access.על ידי IBS Intelligence Podcasts | A Cedar Consulting Unit

1
FF5 #25 - DOL TDF Guidance - Understand TDF Investments and Glidepath 6:04

14d ago6:04

6:04

In this episode of Friday Fiduciary Five, Eric Dyson talks about the importance of understanding TDF investments and glide paths, highlighting the need for tools to match demographics with the right glide path. Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.…

1
The Clip Show 20:07

15d ago20:07

20:07

For the ninth episode of Margin Maximizers, we try something slightly different with a CLIP SHOW—a little "best of" that takes you behind why Karen and Soonah started Margin Maximizers. We discuss: One Source of Truth The User Experience Common Pitfalls At the end of the episode, we have a sneak peek of what's up next—spoiler alert—it's a guest! If…

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246: A Caregiver's Guide to Nurturing Resilience | Michelle Mercier, Business Growth Consultant 47:11

15d ago47:11

47:11

Being a caregiver is a demanding role that requires immense strength, patience, and compassion. Caregivers often face challenges that can be physically, emotionally, and mentally draining. However, being resilient is crucial for caregivers to navigate the ups and downs of their caregiving journey. In this episode, Annette Hines and Michelle Mercier…

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#39 Smart Strategies to Repurpose Content and Boost Visibility 22:54

16d ago22:54

22:54

Send us a text In this episode, Sylvia discusses the importance of repurposing content to maximize reach and efficiency for busy professionals. She explains that repurposing involves transforming existing content into various formats to engage different audience segments across multiple platforms. The key benefits of repurposing include increased v…

1
Kim Pruitt - The Nuts and Bolts of What ERISA Plan Clients Want and Need 30:27

16d ago30:27

30:27

In this episode, Eric and Kim Pruitt discuss: Be approachable to your clients Maintaining a clean fiduciary file Engaging employees with educational content Advisor as an advocate Key Takeaways: As an advisor, be the primary point of contact for your clients. Make it so that they can reach out to you directly. Be intentional and be helpful. Help wh…

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EP748: Navigating India's digital payment future with TechFini 9:42

17d ago9:42

9:42

Atish Shelar, COO, TechFini Mumbai-based FinTech startup, TechFini has built a feature-rich infrastructure to shape the payment ecosystem in India. As one of the first platforms to secure UPI 2.0 certification, it is at the forefront of enabling frictionless transactions for enterprises across the country. Gloria Methri of IBS Intelligence speaks w…

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Live a Rebel Life: Breaking Through Ageism & Redefining Success 🌟🚀 - TTST Interview with Rani MacInnes 39:33

18d ago39:33

39:33

Show Notes Rani MacInnes is a seasoned entrepreneur who has run several small businesses including an award-winning brick & mortar boutique. At Live a Rebel Life she works with women in midlife on career transitions, workplace reentry, pivots and more with humor & heart. Quote: “Don’t let ageism define you—embrace your worth, break through barriers…

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E68: Navigating the Complexities of Hedge Fund Investing with Tom Costello 42:51

18d ago42:51

42:51

Unlock the power of hedge funds in crypto. In this episode, Eric Scovill continues the conversation with industry veteran Tom Costello to explore the world of hedge funds and their unique strategies, particularly in the rapidly evolving cryptocurrency market. As an experienced quant and former hedge fund manager, Tom shares his expertise on how acc…

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184: Client Showcase: How to Work Less and Earn More with Alecia Huck 35:44

18d ago35:44

35:44

This week’s episode is a re-release from the Seven Figure Consultant Podcast Archives. In this episode of the Seven Figure Consultant Podcast, I had the pleasure of interviewing my amazing client, Alecia Huck. Alecia is the founder and CEO of MAVERICK & Company, a management consulting firm that specialises in working with the leadership teams of f…

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FF5 #24 DOL TDF Guidance - Periodic TDF Review 6:29

21d ago6:29

6:29

In this episode of Friday Fiduciary Five, Eric Dyson talks about the Department of Labor's guidance on establishing a process for periodic review of selected target date funds (TDFs). Connect with Eric Dyson: Website: https://90northllc.com/ Phone: 940-248-4800 Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The informa…

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401k Tips for High Earners! 27:10

22d ago27:10

27:10

Are you a high earner looking to maximize your 401k contributions? In this podcast, we dive into essential 401k tips specifically designed for individuals with high incomes. Learn about strategies to effectively boost your retirement savings while taking advantage of tax benefits. We’ll cover topics such as contribution limits, catch-up contributio…

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245: IEP vs. 504 Plan: Making the Best Choice For Your Child's Education | April Rehrig, Special Education Advocate and Parent Coach 43:06

22d ago43:06

43:06

Navigating the world of IEPs (Individualized Education Programs) and 504 Plans can be overwhelming for parents and educators alike. Both IEPs and 504 plans provide essential educational support but differ in their goals, services, eligibility, and duration. IEPs offer specialized instruction with specific objectives and progress monitoring from pre…

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EP747: A data-driven platform that provides visualised information on banks in the US 15:42

23d ago15:42

15:42

Brian Pillmore, Founder & CEO, Visbanking Visualized information on banks and credit unions in the US such as metrics, performance, and regulations can help consumers and stakeholders to make informed analyses and decisions by providing actionable insights. Just how significant this data is provides the topic for this conversation between Robin Aml…

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Unlock True Financial Freedom: Income Independence Secrets with The Retirement Income Coach Steve Selengut" 💰🔓 40:34

23d ago40:34

40:34

Show Notes Steve Selengut, a 40+ year professional investment manager/advisor/RIA/IAR whose current adventure is coaching both individuals and other advisors in creating income independence for themselves and their clients. Steve is also promoting his 2nd book, Retirement Money Secrets. He was a private investment manager for 44 years, personally m…

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#38 Powerful Client-Centric Strategies with Jacinta Gallant 48:30

23d ago48:30

48:30

Send us a text In this episode, Jacinta Gallant, a renowned collaborative lawyer, mediator, and conflict resolution trainer shares her journey from traditional courtroom advocacy to a more fulfilling career focused on out-of-court resolutions, emphasizing the importance of understanding clients' needs. You will learn actionable strategies to enhanc…

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Lisa Drake: The Connection Between Financial Literacy And Financial Wellness 28:40

23d ago28:40

28:40

Lisa Drake is a Retirement Plan Consultant based in SageView’s Florida office, working closely with plan sponsor clients on plan design, investment due diligence, monitoring and reporting as well as ERISA compliance to maximize fiduciary protection for employers. She specializes in driving positive retirement plan outcomes and developing long-stand…

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EP746: Bootstrapping a consumer credit and payments FinTech 11:12

24d ago11:12

11:12

Greg Cox, Chief Executive Officer, Quint Group Quint Group has scaled its clutch of FinTech businesses without external venture capital for more than a decade. The acquisition of a minority stake in Quint’s Monevo in 2021 by Transunion was and is Quint’s first and only source of external investment. The Group has offices across the UK, USA, Austral…

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