Podcast Episodes
Back to Search[Perspective Series] The Bold Leadership Blueprint With Amy Riley
Amy Riley is an international speaker, coach, author, and leader of The Courage of a Leader, with over two decades of experience developing leaders a…
1 year, 11 months ago
The Winning Formula for Customer and Investor Success With Mark Gatto
Mark Gatto is the Co-founder and Co-CEO of CION Investment Group, a leading manager of alternative investment solutions designed to redefine how indi…
1 year, 11 months ago
[Perspective Series] Embracing Technology To Win in Real Estate With Lauren Schreyer-Merdinger
Lauren Schreyer-Merdinger is the CEO and Founder of Contract2Close, a company specializing in transaction management software for the real estate ind…
1 year, 11 months ago
[AI Series] Empowering RIAs for Personalized Customer Wins With Cormac Murphy
Cormac Murphy is the CEO of CacheTech Advisor Solutions, a pioneering company providing a single technology solution for RIAs. With a career that beg…
1 year, 11 months ago
[Perspective Series] Exit to Excellence: Guide to Strategic Business Departures With Jerome Myers
Jerome Myers is the Founder of Exodus, a company helping entrepreneurs navigate the eight exits of a founder. A former engineer turned award-winning …
2 years ago
[Perspective Series] The Art of Wonder: Solving Problems Through Magic With Dan Trommater
Dan Trommater is a captivating magician and keynote speaker renowned for his ability to challenge assumptions and inspire fresh perspectives. With ov…
2 years ago
[AI Series] The AI Edge: Supercharging Financial Advisors With Denis Konoplev
Denis Konoplev is the CEO of Munin AI, a company at the forefront of using artificial intelligence to empower financial advisors. With over a decade …
2 years ago
Transforming Financial Services With a Customer-First Approach With David Crow
David Crow is the President of Axos Clearing, a full-service clearing firm focused on the success of broker-dealers and registered investment advisor…
2 years ago
Leveraging AI and Process for Client Wins With Justin Bolmgren
Justin Bolmgren is the Chief Process Maestro at William Joseph Capital Management, an SEC-registered investment advisor. In his role, Justin speciali…
2 years, 1 month ago
CRM Mastery: Empowering Financial Advisors for Success With Stephanie Dannebaum
Stephanie Dannebaum is the Founder and CRM Consultant of Stephanie Dannebaum Consulting, a firm specializing in elevating CRM systems for financial a…
2 years, 1 month ago