))
Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
The Consumer Financial Services industry is changing quickly. This weekly podcast from national law firm Ballard Spahr focuses on the consumer finance issues that matter most, from new product development and emerging technologies to regulatory compliance and enforcement and the ramifications of private litigation. Our legal team—recognized as one of the industry's finest— will help you make sense of breaking developments, avoid risk, and make the most of opportunity.
When your goals are meaningful and your wealth has purpose, you can truly live with intention… Welcome to Intentional Wealth, a monthly podcast where, alongside notable financial professional guests, Private Wealth Advisor and Founder of Braun-Bostich & Associates, Amy Braun-Bostich, delivers useful insights and strategies that help YOU to live your best financial life! Learn more about Braun-Bostich & Associates at https://www.Braun-Bostich.com
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Swift Chats in the Financial Services Industry
1
Swift Chats in the Financial Services Industry
Impact Communications, Inc.
Welcome to “Swift Chats” in the Financial Services Industry, a podcast brought to you by Impact Communications, where your hosts Marie Swift and Jonny Swift speak with interesting people in the financial services industry and the financial planning profession. Our podcast spotlights independent financial advisory firms, allied financial services institutions, and “fintech” companies that we think are adopting "Best Practices" in the industry. We also share our own tools and ideas aimed at he ...
Our podcasts delve into the legal trends shaping global business - from financial innovations and regulations to corporate governance, investigations and cybersecurity issues. Find us at www.cadwalader.com.
Leveraging data effectively is complex and challenging. Ekimetrics is here to explain it in everyday terms – getting straight to the heart of how to use data to help your business. On our Ekimetrics (Eng) Podcast, you can expect straightforward conversations with leading figures across different industries – from retail and leisure to financial services and automotive - and partners such as Meta and YouTube. We explore the challenges facing leadership teams and how unique data insights and o ...
Welcome to Next in Financial Services, Oracle’s podcast where we discuss the future of technology and how banks, insurers, and FinTechs can prepare for tomorrow.
Finance Rewired explores the issues and ideas that are shaping the next generation of financial services. We feature conversations with policymakers, entrepreneurs and thought leaders who are at the forefront of rethinking (and rewiring) financial products and the economy.
Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you're going to engage in has a vested interest in capturing your mindshare, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. Th ...
Accenture's Technology Advisory Practice Lead, Tim Broome talks to an array of experts on the latest technology evolutions and trends. Tune in to hear fresh insights and challenges to traditional thinking in the Financial Services sector.
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Women Rocking Wall Street - A podcast dedicated to women in financial services
From the teller window to the corner office, women in finance mean business! Sheri reveals their stories and top tips in this weekly podcast.
This podcast series brings to life articles on M&A topics in the financial services industry (FSI). It addresses how operating environments for insurers, banks, and other financial services firms are undergoing dramatic change—from shifting regulations to new entrants that disrupt traditional service models and everything in between. Each episode focuses on changes in the industry and what your company should do in response.
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AdvisorRadio Podcast for Financial Advisors by Horsesmouth
Learn what really moves the needle in your business from advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
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Paying It Forward - Lessons From The C-Suite
1
Paying It Forward - Lessons From The C-Suite
Lessons From The C-Suite
Welcome to Paying It Forward, Lessons From The C-Suite. This is the trailer that introduces you to the podcast. If you want to attain a C level position in your career, you need to understand what it takes to achieve that level of leadership. When you have access to successful entrepreneurs and senior executives who want to help you develop the skills and traits to become a great leader, it’s like having your own mastermind group to mentor and guide you. In a nutshell, that’s our podcast. Ea ...
For full show notes visit: https://sfgway.com/272 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post there next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherw…
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Consumer Finance Monitor
1
How a Former FDIC Chairman is Reacting to the Silicon Bank Valley Failure, A Discussion with Special Guest Bill Isaac, Chairman, Secura/Isaac Group, and FDIC Chairman from 1981-1985
1:00:31
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1:00:31
After reviewing the circumstances leading to the failure of SVB and historic parallels, we discuss the merits of the regulators’ decision to invoke the Systemic Risk Exception and protect all SVB deposit accounts, notwithstanding the $250,000 FDIC insurance limitation, alternate approaches that regulators might have considered for protecting uninsu…
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Consumer Finance Monitor
1
SCOTUS Hears Oral Argument in Cases Challenging Biden Administration Student Loan Forgiveness Plan: Observations and Predictions
43:40
43:40
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On February 28, 2023, the U.S. Supreme Court heard nearly four hours of oral argument in two separate cases challenging the Biden Administration’s authority to proceed with its plan to forgive approximately $400 billion in federal student loans. After reviewing the background of the two cases, we look at the three key issues: the plaintiffs’ theori…
7For full show notes visit: https://sfgway.com/271 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post there next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to other…
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The Exceptional Advisor Podcast
1
How Advisors Can Mitigate Behavioral Biases
45:41
45:41
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Clare Flynn Levy, the founder and CEO of Essentia Analytics.com, discusses how advisers can mitigate their own behavioral biases, and help their clients mitigate their behavioral biases as well.By Investments & Wealth Institute®
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Consumer Finance Monitor
1
A Deep Dive into Mass Mailings by Debt Relief Law Firms
44:53
44:53
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In recent months, debt relief law firms have mailed volumes of cease and desist letters, credit reporting disputes, and debt validation requests to creditors. These mailings, which are typically lacking in credibility, place an undue burden on businesses. We first discuss responsive strategies creditors should consider for each type of mailing, inc…
7For full show notes visit: https://sfgway.com/270 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post there next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to other…
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Consumer Finance Monitor
1
A Close Look at the Consumer Financial Protection Bureau’s Credit Card Late Fees Proposal, with Special Guest Todd J. Zywicki, Professor of Law, George Mason University Antonin Scalia Law School
1:01:30
1:01:30
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The CFPB has issued a proposal that would make significant changes to the current rules for credit card late fees, including substantially reducing the safe harbor late fee amounts that card issuers can charge and eliminating annual inflation adjustments. After reviewing the legislative and regulatory history of the current rules, we look at the CF…
For full show notes visit: https://sfgway.com/269 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post there next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherw…
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Consumer Finance Monitor
1
The Consumer Financial Protection Bureau’s Proposals to Create Two Public Registries for Nonbanks: What You Need to Know, Part II
40:42
40:42
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The CFPB recently issued two proposals that would require nonbanks to register with and submit information to the CFPB for publication in an online, publicly available database. The proposals represent an aggressive attempt by the CFPB to enhance its supervisory and enforcement authorities and carry significant potential implications for nonbanks t…
02For full show notes visit: https://sfgway.com/268 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post there next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to othe…
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The Exceptional Advisor Podcast
1
How Mentorship Programs Benefit Employers and Employees
41:18
41:18
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Jean Heath, CIMA®, Managing Director, Head of Asset Manager Network at Envestnet, Inc., and Kellan Brown, Vice President Strategic Partnerships, at Finance of America Reverse discuss the benefits of a mentorship program for employers, employees, and college students; the steps involved in implementing a mentorship program; and the role technology i…
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Consumer Finance Monitor
1
The Consumer Financial Protection Bureau’s Proposals to Create Two Public Registries for Nonbanks: What You Need to Know, Part I
40:29
40:29
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40:29
The CFPB recently issued two proposals that would require nonbanks to register with and submit information to the CFPB for publication in an online, publicly available database. The proposals represent an aggressive attempt by the CFPB to enhance its supervisory and enforcement authorities and carry significant potential implications for nonbanks t…
For full show notes visit: https://sfgway.com/267 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post there next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherw…
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Consumer Finance Monitor
1
A Close Look at the Recent Study of the Effects of Illinois' 36% “All-In” Interest Rate Cap on Small-Dollar Credit Availability, with Special Guest Tom Miller, Professor of Finance, Mississippi State University ...
32:19
32:19
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Using data for the last quarter of 2020 and first three quarters of 2021, the study examined the effects of the 36% rate cap imposed by the Illinois Predatory Loan Prevention Act which became effective in March 2021. The study found that the cap significantly decreased the availability of small-dollar credit in Illinois. We first discuss the types …
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The Exceptional Advisor Podcast
1
Tax Efficient Drawdown Strategies for Investment Advisors
25:34
25:34
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Join Robert Powell as he welcomes Schyler Adams, the representative from Allianz Life Insurance, for a thought-provoking conversation exploring the interplay between fintech and annuities in the realm of financial planning.By Investments & Wealth Institute®
For full show notes visit: https://sfgway.com/266 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post there next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherw…
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Swift Chats in the Financial Services Industry
1
Using Listening Skills and Mindfulness to Manifest your Goals with George Kinder
27:52
27:52
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In this Swift Chat, Marie Swift of Impact Communications Inc. speaks with George Kinder of the Kinder Institute of Life Planning. The two discuss mindfulness skills to help yourself live the life you want to live and what the Registered Life Planner designation means. Learn more about George and his work at www.KinderInstitute.com…
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Intentional Wealth - A BBA Podcast
1
Episode #12: Elder Care and Nursing Home Costs with Lanny Sodini
48:58
48:58
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Not realizing just how much nursing home care and elder care can threaten your finances until faced with admitting a loved one to a nursing home after a hospitalization can be eyeopening, to say the least. If you're concerned about how to protect your assets from nursing home costs, you're at an advantage if you can plan at least five years out. Bu…
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Consumer Finance Monitor
1
A Close Look at the Federal Trade Commission’s Proposal to Ban Non-Compete Agreements
50:34
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With one Republican Commissioner dissenting, the FTC has issued a notice of proposed rulemaking that would ban non-compete agreements between employers and workers nationwide, both prospectively and retroactively. If finalized, the proposal would impact nearly all nonbanks in the consumer financial services industry. We first review the practices t…
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Swift Chats in the Financial Services Industry
1
Inside Scoop for T3 2023 with Joel Bruckenstein
11:38
11:38
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In this Swift Chat conversation, Marie Swift of Impact Communications, Inc. speaks with Joel Bruckenstein, President of Technology Tools for Today, about what to expect at the T3 2023 conference March 13-16 in Tampa. Joel shares some of the featured speakers appearing at this year's conference, some of the topics and trends that will be discussed, …
For full show notes visit: https://sfgway.com/265 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post there next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherw…
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Ekimetrics (Eng)
1
YouTube x Ekimetrics: How data science is supporting music artists
33:31
33:31
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Does an artists’ presence – or lack of – on YouTube affect their streams? In this episode, we’re sharing the findings of a long-running project with YouTube, two record labels, and numerous international artists. We began in France and Germany – and recently expanded into the UK. Featuring YouTube’s Alix Greaume, Label and Artists Relations Manager…
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The Exceptional Advisor Podcast
1
What Do You Want Out of Life? A Philosophical Guide to Figuring Out What Matters
41:13
41:13
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In this episode, Robert Powell sits down with Professor Valerie Tiberius, the author of What Do You Want Out of Life? Professor Tiberius guides listeners in reflecting on their goals through a philosophical lens, providing a roadmap for a lifetime of purposeful self-discovery.By Investments & Wealth Institute®
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Consumer Finance Monitor
1
How the New York Department of Financial Services (DFS) Regulates Virtual Currency, a Close Look with Special Guest Kaitlin Asrow, Executive Deputy Superintendent of Research and Innovation, DFS
58:33
58:33
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After reviewing the licensing/chartering/approval structures that DFS uses for entities seeking to engage in virtual currency activities, we discuss the role of guidance in DFS’s regulation and oversight of virtual currency, particularly new DFS guidance on digital asset custody practices and DFS expectations for how entities acting as digital asse…
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Consumer Finance Monitor
1
How the U.S. Supreme Court Will Decide the Threat to the CFPB’s Funding and Structure: Part II with Adam J. White, a Renowned Expert on Separation of Powers and the Appropriations Clause and a Close Follower ...
31:47
31:47
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The eyes of the consumer finance world are now on the Supreme Court as it decides whether to grant the CFPB’s certiorari petition in Consumer Financial Services Association Ltd. v. CFPB. In the decision, a Fifth Circuit panel held the CFPB’s funding mechanism violates the Appropriations Clause of the U.S. Constitution. In Part I, we focused on the …
For full show notes visit: https://sfgway.com/264 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post there next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherw…
In this podcast, Dr. Steven Rogelberg, Chancellor’s Professor at UNC Charlotte and the author of The Surprising Science of Meetings, offers proven practices and techniques that help managers and employees enhance the quality of their meetings. To learn more about Dr. Rogelberg, visit https://www.stevenrogelberg.com/.…
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Consumer Finance Monitor
1
How the U.S. Supreme Court Will Decide the Threat to CFPB's Funding and Structure: Part I, with Adam J. White, a Renowned Expert on Separation of Powers and the Appropriations Clause and a Close Follower ...
59:42
59:42
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59:42
The eyes of the consumer finance world are now on the Supreme Court as it decides whether to grant the CFPB’s certiorari petition in CFSA v. CFPB. In the decision, a Fifth Circuit panel held the CFPB’s funding mechanism violates the Appropriations Clause of the U.S. Constitution. We first review the background of CFSA’s lawsuit, the mechanism throu…
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Your Business Your Wealth
1
263 - Secure Act 2.0 and your Retirement Plan
27:32
27:32
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For full show notes visit: https://sfgway.com/263 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post there next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherw…
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Consumer Finance Monitor
1
An Update on Diversity, Equity, and Inclusion in the Consumer Financial Services Industry, with Special Guest Naomi Mercer, Senior Vice President for Diversity, Equity, and Inclusion, American Bankers ...
51:49
51:49
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We first discuss the multiple benefits of diversity, equity, and inclusion (DEI) for financial institutions, the challenges and opportunities institutions face in implementing a DEI strategy, and how DEI applies beyond an institution’s workforce. We then consider the risk of discrimination claims arising from DEI programs and the role of legal coun…
For full show notes visit: https://sfgway.com/262 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post there next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherw…
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Consumer Finance Monitor
1
Is the U.S. Payments System Failing Business and Consumers? A Discussion with Special Guest Dan Awrey, Professor of Law, Cornell Law School
54:33
54:33
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After discussing the core features of the U.S. payments systems, we look at how those features have impacted the experience of U.S. business and consumers and why Prof. Awrey believes they have resulted in a payments system that is worse, more expensive, and slower than payments systems in other large, developed countries. We also explore the types…
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Consumer Finance Monitor
1
The Federal Trade Commission’s Proposed Rule for Auto Dealers from the Perspective of Auto Dealers and Auto Finance Companies, with Guests Paul Metrey, National Automobile Dealers Association, and Richard ...
58:04
58:04
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The FTC’s proposal would impose a number of new substantive and disclosure requirements on auto dealers in connection with the car buying or leasing process. We first discuss NADA’s comment letter to the FTC on the proposal, including NADA’s concerns with the process used by the FTC to issue the proposal and with the proposal’s disclosure, recordke…
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Swift Chats in the Financial Services Industry
1
Compilation episode from the 2022 MarketCounsel Summit
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In this special Swift Chat episode, Marie Swift interviews a range of guests from the 2022 MarketCounsel Summit held at the Four Seasons Las Vegas December 5-8, 2022. While the audio clips have been stitched together to create one full podcast episode, the video interviews are available as single clips on a Vimeo Showcase. Links to the video clips …
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The Exceptional Advisor Podcast
1
How Advisors Can Market Like the Greatest Brands in the World
41:50
41:50
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In this podcast, Robert Sofia, CEO of Snappy Kraken and author of Blend Out: From Ordinary to Irresistible: How Advisors Can Market Like the Greatest Brands in the World describes how advisers can make themselves impossible to ignore with bold, unique and memorable marketing. What's more, Sofia discusses how clients are buying transformation rather…
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Consumer Finance Monitor
1
A Look at the Consumer Financial Products Offered by Fintechs and the Regulatory Issues They Raise, with Special Guests Penny Lee, Financial Technology Association (FTA), and Gerron Levi, American Fintech ...
1:06:22
1:06:22
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We begin with a discussion of the goals and themes of FTA’s recent summit and AFC’s advocacy regarding retention of the strategic plan option under the Community Reinvestment Act. We then discuss consumer benefits of buy-now-pay-later (BNPL) and regulatory concerns raised by the CFPB in its BNPL report, state level regulatory issues facing fintechs…
For full show notes visit: https://sfgway.com/261 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post there next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherw…
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Intentional Wealth - A BBA Podcast
1
Episode #11: End-Of-Year Financial Considerations that Contribute to Solid 2023 Planning with Cassandra Kirby, CFP®, EA
31:59
31:59
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In the fray of market volatility, domestic political ambiguities, and global geopolitical risks and issues (not to mention obstinate inflation), we feel that investors need a checklist of financial to-dos that may help them navigate complicated times. At the end of each year, there are a multitude of financial-life decisions to make that could impa…
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Consumer Finance Monitor
1
A Close Look at Earned Wage Access (EWA) Products, with Special Guest Molly Jones, Vice President for Government Affairs, Payactiv
41:38
41:38
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Payactiv, which as the first EWA provider began an EWA program about 13 years ago, partners with employers to offer their employees EWA. We first discuss what EWA is, the structure of the employer model used by Payactiv and other EWA providers, and how employers participate in and employees access their wages in the employer model. We next look at …
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Your Business Your Wealth
1
260 - "Short-Term Agnostic, Long-Term Optimistic
29:38
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For full show notes visit: https://sfgway.com/260 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post there next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherw…
New York Life Retail Annuities Regional VP Bill Feakes discusses market volatility, helping investors keep things in perspective, and building retirement strategies to manage through economic uncertainty. DISCLOSURES: The S&P 500 index tracks the stock performance of 500 large companies listed on stock exchanges. Individuals cannot invest directly …
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Consumer Finance Monitor
1
Using Financial Technology to Improve Consumers’ Financial Health, a Conversation with Special Guest Leigh Phillips, President and CEO of SaverLife and Chair of the CFPB’s Consumer Advisory Board (CAB ...
50:38
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SaverLife is a national non-profit sponsored by some of the nation’s leading financial institutions that uses financial technology to improve the financial health of low- to-moderate income consumers by incentivizing savings through prizes, rewards, expert resources, and gameplay. We first discuss SaverLife’s objectives and how its online platform …
For full show notes visit: https://sfgway.com/259 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post there next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherw…
In the sixth episode of a six-part series with Delaware Life, Jeng Chiu, JD, CFP®, Vice President and Director of National Sales Consulting with Delaware Life Marketing, discusses in this podcast the intricacies of Medicare Planning and the situations surrounding it. Important Disclosures (delawarelife.com)…
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Consumer Finance Monitor
1
Recent Enforcement Activities of State Attorneys General, with Special Guest Shennan Kavanagh, Division Chief, Consumer Protection Division (CPD), Massachusetts Attorney General's Office
1:06:11
1:06:11
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While most attention is focused on the CFPB, state attorneys general are very active in investigating and enforcing state laws relating to consumer financial services (and often federal laws when incorporated into state law or when using their Dodd-Frank authority). We first discuss the CPD’s priorities and how they are determined; use of its state…
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Your Business Your Wealth
1
258 - Reacting to Dave Ramsey Losing His Mind
25:38
25:38
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For full show notes visit: https://sfgway.com/258 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post there next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherw…
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Consumer Finance Monitor
1
Mortgage Redlining: A Look at the Ongoing Challenges for Banks and Non-Banks, with Special Guest Abby Hogan, Regulatory Attorney and Former Analyst in the Office of Fair Lending and Equal Opportunity ...
56:24
56:24
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We first review the origins of mortgage redlining and discuss the concept of reverse redlining and new theories of redlining. We then look at a wide range of topics including: the application of redlining enforcement to non-banks; the use of the Equal Credit Opportunity Act and Fair Housing Act to challenge redlining; activity at state level target…
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Swift Chats in the Financial Services Industry
1
Know The Game You're Playing with James Lange
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28:11
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In this Swift Chat conversation, Marie Swift speaks with James Lange of Lange Financial Group, LLC about how to cut through the noise of an endless stream of marketing campaigns. Companies like yours may think they're playing baseball, but customers and clients are actually playing dodgeball. The two discuss how Lange's own experiences inspired him…
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Your Business Your Wealth
1
257 - What do you Want to be Thankful for Next Thanksgiving?
22:51
22:51
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For full show notes visit: https://sfgway.com/257 Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post there next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherw…
