Podcast Episodes
Back to SearchPsychology of Money and Better Client Conversations With Brian Portnoy
Brian Portnoy is the Founder of Shaping Wealth, a company that delivers human-first, applied behavioral-finance learning and engagement for financial…
7 months ago
How Brand Evangelism Drives Growth in Fintech With Diana Cabrices
Diana Cabrices is the Founder and Fractional Chief Evangelist of Diana Cabrices Consulting, a growth-focused firm that energizes B2B wealthtech and f…
7 months, 1 week ago
[Perspective Series] Storytelling Secrets to Winning Pitches With Ben Wiener
Ben Wiener is the Managing Partner at Jumpspeed Ventures, a venture-capital firm focusing on early-stage, Jerusalem-founded tech startups. Since foun…
7 months, 2 weeks ago
[Emerging Tech] Reimagining CRM With AI for Advisors With Thomas Clawson
Thomas Clawson is the Co-founder of Slant, a next-generation AI-powered CRM built to help financial advisors streamline workflows and deepen client r…
7 months, 3 weeks ago
How Salesforce Is Transforming Financial Services With Michelle Feinstein
Michelle Feinstein is the General Manager and Vice President, Global Financial Services at Salesforce, a company that provides cloud-based CRM and en…
8 months ago
[Perspective Series] Authentic Connections: The Key to Winning Customers With Greg Bennick
Greg Bennick is the Founder and Executive Director of One Hundred For Haiti, an international humanitarian initiative focused on rural Haiti's develo…
8 months, 1 week ago
[Emerging Tech] Simplifying Operations in Wealth Tech With Max Klein
Max Klein is the Co-Founder and CEO of LEA, a company that automates client data workflows for wealth management firms using AI and APIs. He previous…
8 months, 2 weeks ago
How Advisor Enablement Drives Client Success With Michael Jeanfreau
Michael Jeanfreau is the Director of Advisor Enablement at Mariner Wealth Advisors, a firm that provides wealth planning, investment management, tax,…
8 months, 3 weeks ago
Outsmarting Cybercriminals in Finance With Brian Edelman
Brian Edelman is the CEO of FCI, a firm that provides NIST-based endpoint and network cybersecurity and compliance solutions for heavily regulated in…
9 months ago
[Perspective Series] Redefining Hiring Transparency With Ty Peck
Ty Peck is the Co-Founder and CEO of Business Draft, a career acquisition platform that helps companies hire faster through smart matchmaking, video …
9 months, 1 week ago