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The Innovators & Investors Podcast


1 AI in Wealth Management: Scaling Financial Advisory & Democratizing Access 45:49
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אהבתי45:49
In this episode of The Innovators & Investors Podcast hosted by Kristian Marquez, guest Sindhu Joseph, founder and CEO of CogniCor, shares how artificial intelligence is transforming the financial services and wealth management industry. Sindhu discusses the significant wealth disparity she has observed globally and how CogniCor’s AI-powered co-pilot platform empowers financial advisors to scale their services, reaching beyond the traditional 30% of affluent households to potentially 70-80%. By reducing administrative burdens and providing a unified, real-time 360-degree view of client households, CogniCor enables advisors to deliver personalized, data-driven financial advice efficiently. Sindhu also reflects on her 15+ years of experience in AI, her global upbringing across India, Europe, and the US, and how her human-first approach shapes CogniCor’s mission to democratize access to wealth management. The episode explores the future impact of AI on work and society, the importance of domain expertise combined with AI knowledge, and the challenges posed by fragmented legacy systems in financial services. Listeners gain valuable insights into the intersection of AI innovation, fintech disruption, and ethical leadership in building scalable, impactful technology solutions. Whether you’re a financial professional, investor, or tech enthusiast, this episode offers a deep dive into AI’s transformative potential in wealth management and the inspiring journey of a visionary founder driving meaningful change. Learn more about Sindhu's work at https://www.cognicor.com/ Connect with Sindhu on LinkedIn at https://www.linkedin.com/in/sindhujoseph/ Think you'd be a great guest on the show? Apply at https://finstratmgmt.com/innovators-investors-podcast/ Want to learn more about Kristian Marquez's work? Check out his website at https://finstratmgmt.com…
Building a Profitable Network Marketing Company From Scratch – Austin Godsey
Manage episode 242038999 series 2117751
תוכן מסופק על ידי Juan Felipe Campos. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Juan Felipe Campos או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Austin Godsey went from "homeless" to "millionaire" within 2 years through network marketing. In this episode he reveals how he left his difficult background behind and built a successful company with nothing but hard work and the right tactics.
36 פרקים
Manage episode 242038999 series 2117751
תוכן מסופק על ידי Juan Felipe Campos. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Juan Felipe Campos או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Austin Godsey went from "homeless" to "millionaire" within 2 years through network marketing. In this episode he reveals how he left his difficult background behind and built a successful company with nothing but hard work and the right tactics.
36 פרקים
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1 Leveraging Your Personal Brand to Build a Powerful Network - Casey Adams 12:24
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אהבתי12:24
Casey Adams is an 18 year old Best Selling Author, Entrepreneur, and Public Speaker who has been able to turn his negative situation into a positive outcome. After almost becoming paralyzed during a football injury, Casey was able to start his journey by looking at ways to leverage social media & build a personal brand. Casey runs a top 50 business podcast known as the “Rise of The Young” podcast, and has interviewed some of the worlds most successful entrepreneurs. Casey has spoken on stage all over the world on the power of building a personal brand on social media, and has been recognized by some of the largest business publications in the world.…

1 How to Pitch VC's and Raise Funds From Silicon Valley Investors - Arie van Gemeren, Rising Tide VC 16:17
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אהבתי16:17
Arie is a Principal at Rising Tide VC, an early stage investments firm with a focus on early-stage technology and healthcare. Arie is focused on big ideas in FinTech, InsurTech, real estate and blockchain technology, and also on delivering value-add work for the Firm's current portfolio of promising companies as well as the Firm's tremendous group of Limited Partners. Previously he served as an investment advisor with Goldman, Sachs & Co., advising a very exclusive group of ultra-wealthy families and institutions across the United States and abroad on all manner of investments. Prior to this he was an equity research analyst with Fisher Investments, an international money management Firm.…

1 How to Think Like an Investor and Raise Funds - Osayi Igharo, Africa's Top Investor Ripple VC 20:19
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אהבתי20:19
Ripple VC works with highly technical, capital efficient companies to expand market opportunities and scale product-market fit. Ripple VC provides seed capital and focuses energies on helping with Fortune 500 relationships: helping them become customers, investors, and acquirers. The mission is to become the go-to firm for the best seed deep tech companies from Africa.…

1 Fundraising Strategies for Early-Stage Founders: Raising Your First Round - Matt Cole, Investible 19:42
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אהבתי19:42
Investible is a new-breed scalable angel investor and business generator bringing together the skills of early stage VC investors with the scalability enabled by our world-class experiential business building program. Investible produces a formidable pipeline of investible businesses and startup ready talent.…

1 How to Get Investors to Reach Out to You About Your Startup - John Mannes, Basis Set Ventures 14:04
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אהבתי14:04
John Mannes is an investor at Basis Set Ventures, a $136 million early stage venture capital fund focused on supporting startups using machine learning to address big problems across industries. Prior to Basis Set Ventures, John was a TechCrunch writer covering machine intelligence startups, machine learning research and major AI initiatives from big tech.…

1 Applying Brain Science to Digital Marketing for Business Owners - Jonathan Hawkins 20:11
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אהבתי20:11
Jonathan Hawkins is the CEO of The Hashtag Agent , a social media training and consulting firm for the real estate industry. Most recently, Jonathan was ranked in the top 1% of real estate brokers in the country. He is a sought after keynote speaker and has been featured in top media publications such as Inc., Wall Street Journal, Inman, Forbes, Entrepreneur and Thrive Global. Prior to real estate, Jonathan served as a military intelligence officer and is a proud recipient of the Presidential Call to Service Award for his countless hours of philanthropic work. Jonathan hosts a weekly podcast and is currently working on a documentary series focused on the stories of real estate agents. He also serves as an advisor and investor to multiple real estate innovation and technology companies and is a member of the Genius Network, the highest-level marketing mastermind in the world. Jonathan graduated from UCLA with a degree in International Relations and he lives with his family in Huntington Beach, California.…

1 Secrets of a Portfolio Entrepreneur: How to Run Multiple Startups at the Same Time - Jeff Fenster, Everbowl 25:28
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אהבתי25:28
Jeff Fenster is the CEO of Everbowl, a San Diego-based acai bowl and juice chain. Fenster started Everbowl in 2016, which has now expanded to 22 locations across Southern California—with two just added in Hillcrest and Little Italy. But Everbowl is not his only company. Within this portfolio he started multiple other companies: a construction company, a consumer brand, and an import brand. In this episode he shares how he handles his "entrepreneurial ADD" and successfully manages multiple startups within ONE company empire.…

1 Actionable Strategies to Build a Successful Personal and Business Brand - Mike Young 15:44
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אהבתי15:44
Mike Young is the host of the top-rated iTunes “The Made Over Podcast” , author of "Made Over: How To Create A Powerful Brand That Will Transform Your Business & Save Your Life" , and a seasoned entrepreneur. Mike created “The Makeover Method” and is known as “The Makeover Master.” He works with dedicated entrepreneurs through mentorship, coaching, training, strategy and design to completely transform their online presence and personal brand using his unique process, “The Complete Brand Makeover Experience.” Mike fixes a giant problem that most entrepreneurs face, one they ignore for as long as they can, a problem that is costing them money, influence, power, and respect in their niche.…

1 Sales Tactics for Entrepreneurs - David Lopez 17:06
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אהבתי17:06
David Lopez is a successful sales coach and entrepreneur. On this episodes he shares his secrets and tactics for closing any sale.

1 Fitness Entrepreneur Sharing His Secrets to Good Habits, Work-Life Balance, and Mindset for Entrepreneurs - Anthony Mendez 15:08
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אהבתי15:08
Anthony Mendez: CEO of Mendez Fitness Pro, PUMA Trainer & Onnit Athlete Mendez has 3 years of exercise science education, has a diploma from equinox fitness academy, a Diploma in Psychology, and he has partaken in over 30 health & fitness work shops lead by the top fitness leaders in the industry. Mendez holds 2 National Certifications & 12 speciality certifications. He has been a fitness professional for over 9+ years coaching & training over hundreds of individuals: from general population, to disabled individuals, post rehab, pre & post natal, celebrities, and elite athletes. He has worked with multiple big box gyms including Equinox and had ran his own gym known as MSP Athletics. He currently serves as a top athlete / trainer for PUMA & ONNIT two of the biggest brands in the lifestyle & fitness industry.…

1 Not Your Typical VC: Samara Hernandez Invests in Badass Founders With Chingona Ventures 22:00
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אהבתי22:00
Previously at Math Venture Partners Samara now raised her own fund, Chingona Ventures to invest in badass (Latino) founders.

1 How to Set up Scalable Systems and Processes for Your Business - Tim Nussbeck 19:57
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אהבתי19:57
Tim Nussbeck built a $100M dollar a year business using effective systems and operations. In this episode he shares all his strategies and tactics for optimizing your business.

1 Demystifying Venture Capital for Founders in Deep Tech, AI, ML, and Other Emerging Technologies - Investor Lucy Wang 18:03
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אהבתי18:03
Lucy's current investment focus is on breakthrough technologies in enterprise software and hardware, including ML/AI, blockchain, cybersecurity, computing infrastructure, robotics/autonomous systems, aerospace, and AR/VR. She has experience as an emerging technology investor at Greycroft Partners and 11.2 Capital.…

1 The Power of Mentorship to Build Thriving Businesses - Seth Campbell 17:20
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אהבתי17:20
Seth has started several businesses and made several million dollars as an entrepreneur. He has spoken at events on multiple continents and around the US and has had the opportunity to present with John C Maxwell on one of his business trainings. He gives some great insight on perspectives regardless of the goal. Seth has started several businesses and made several million dollars as an entrepreneur. He has spoken at events on multiple continents and around the US and has had the opportunity to present with John C Maxwell on one of his business trainings. Background: College dropout turned entrepreneur. Self employed for 11 years. Inventor and founder/CEO of a technology company out of Los Angeles.…

1 Building a Profitable Network Marketing Company From Scratch – Austin Godsey 13:43
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אהבתי13:43
Austin Godsey went from "homeless" to "millionaire" within 2 years through network marketing. In this episode he reveals how he left his difficult background behind and built a successful company with nothing but hard work and the right tactics.
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