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Listen to Thrive Financial Services Retirement Roadmap live every Saturday at 6am! Join David and Karen Bezar, Bret Elam and Joe Krause for a Saturday Morning coffee table conversation about retirement planning. Go to thrivefinancialservices.com after the show and call for your free copy of the new book: Roadmap to Retirement. Fueled by the desire to provide honest information. Flourish, Prosper, Success - through education. Content provided by JAKIB Media.
 
Unlock the business value of AI in financial services with in-depth interviews on trends, use-cases, and cutting-edge best practices. In each episode, Emerj Founder Daniel Faggella interviews leaders at firms like HSBC, Citigroup, and Visa - as well as AI innovators from Silicon Valley and around the world. Subscribe to Emerj's weekly AI newsletter by downloading our "AI in Financial Services Cheat Sheet" PDF guide: https://emerj.com/fin1
 
DiverCity Podcast is all about equality, inclusion, and diversity in financial services, with leading commentators from around the world bringing fresh perspectives to the D&I debate. Hosted by Julia Streets, on each episode we seek to shine a light on positive progress, call out areas requiring further focus and offer lots of ideas to help drive change.
 
Flex and the City is about bringing heart and soul back into financial services. Rachel Treece, CEO of fts global and The Henka Institute interviews some of the industry's great leaders talks with them as human beings, their leadership style and asks them what is going to make financial services great again.
 
The lang cat‘s Tom McPhail talks with industry experts and insiders about pensions and investments, regulation, technology, politics and policy-making . Grown-up financial services insights for people who work here. Tom is one of the industry‘s leading experts on pensions and retirement for over 20 years and former Head of Policy for the FTSE100 firm Hargreaves Lansdown. You can also find him on Twitter as @pensionsmonkey
 
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 ...
 
Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience in helping investors innovate, transform, and lead. Joseph Stone Capital, LLC upholds a culture of powerful philosophies and unique monetary strategies. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance, while taking the time to understand your individual needs and what matters most to you.
 
If change is the only constant, we need to understand how our industries are evolving, and how we can be a part of the transformation that is taking place. In this series, we deep-dive into some of the hottest and most pivotal topics in the financial services industry right now, including personalisation in financial services, embedded financial services and the mobile payment revolution. To gain an informed and accurate perspective, we speak to innovative individuals from banking institutio ...
 
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.
 
The Financial Services Council represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The Council has more than 100 members who are responsible for investing more than $2.8 trillion on behalf of 13million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of ma ...
 
A podcast which explores the challenges incumbent financial service brands face when looking to deliver a customer experience which is comparable if not better than the experiences provided by the launch of challenger brands. Each episode will involve a deep dive interview with client-side marketers and industry experts. And will explore a different aspect of what goes on behind the scenes when looking to deliver a great digital experience such as design, marketing, UX, technology, data, pro ...
 
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show series
 
Welcome to Series 2 Episode 6 of Spotlight on Financial Services Tax Series. Bilal Abba (Director - Middle East Tax Information Reporting Leader) will kickstart the conversation with Anna Zeitlan (Director - Head of Fintech and Financial Services) where they discuss all things Crypto, the crash, CARF, regulations, obligations and its future in the …
 
Today’s guest is Managing Director at Curinos Sarah Welch. Curinos is a software company specializing in data-based solutions for financial services enterprises. In conversation with Emerj Senior Editor Matthew DeMello, Sarah discusses how the same AI capabilities banking leaders might be familiar with across customer experience use cases are illum…
 
YouTube Expert and the Founder of Channel Fuel, Tom Martin is next in the line up of guests to chat to Alex and Tessa on Advisers Assemble. Tom is responsible for running YouTube channels for some of the world's biggest TV brands... Does Mr. Bean, Top Gear and Doctor Who ring any bells? Amongst many other 'cool' projects. Talking points: - Thumbnai…
 
We welcome Ioan Iacob, the Founder & CEO of FLOWX.ai to Unbounded Talks to share his knowledge on unlocking technology in an era of spiraling costs, software complexity and failures at an all time high. Software has become an ingrained part of not just business - but the very fabric of human life on earth today, and has been fueling a radical trans…
 
I'm grateful to know Janusz Lorenc, and every time I meet him, I learn something. It was such a joy to interview him. Janusz is the epitome of humility and sage wisdom who talked to me about the importance of values, understanding human beings, and the power that “flow” can bring to the financial services industry. Janusz knows the importance of co…
 
In this episode, host Julia Streets is joined by David Goldenkranz, Educator, DEI Facilitator, Coach and Consultant and Simeon Greaves, Wealth Manager at Coutts. Together they talk about leadership and where the power lies. In parallel, they discuss intersectionality through the lens of race and sexual orientation; self-identification and ways to c…
 
Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience helping investors innovate, transform, and lead. Joseph Stone Capital, LLC upholds a culture of influential philosophies and unique monetary strategies.
 
After Alex and Tessa's failed first Facebook live attempt at an inbetweenysode (it's a work in progress, watch this space), here's a re-run of what you can expect in the next episode with 'No.1' YouTube strategist and founder of Channel Fuel, Tom Martin. This episode is brought to you by the team at The Lead Engine.…
 
Today’s guest is Supreet Kaur, Assistant Vice President at Morgan Stanley. She’s spent the last five years working in data spaces across financial services and life sciences, along with essential advocacy work in mentoring a diverse next generation of data science leaders. In conversation with Emerj CEO Daniel Faggella, Supreet explains to the audi…
 
Alex and Tessa are joined by LinkedIn expert, Louise Brogan to talk through the dos and don'ts of the ever growing business social platform. Talking points: About Louise Brogan - LinkedIn with Louise How to use LinkedIn effectively - From the about me and experience section to commenting on posts, LinkedIn polls and avoiding 'Broitry' plus so much …
 
Alex and Tess are back to share with you what's in the next episode and they are GENU'I'NELY excited for you to listen to this one with LinkedIn expert, Louise Brogan. From the team at The Lead EngineTessa Snart, Alex Curtis tarafından oluşturuldu
 
Today’s guest is the Head of Strategy, Private Banking & Wealth at InvestCloud, Alessandro Tonchia. InvestCloud is an AI-driven communications platform for wealth managers. Before starting there in 2021, Alessandro worked as a Director for smartKYC in London for nearly a decade and founded the digital insurance platform Finatix in the early ninetie…
 
Alex Kerr, Founder of Mortgage Chain is back on Advisers Assemble after four years, to chat to Alex and Tessa about his rise to YouTube fame through his high quality mortgage content for First Time Buyers. Talking points: What’s changed since 2019? How did you get to where you are now? Is there a process? Planning a video - scripting, recording and…
 
YouTube star and Founder of Mortgage Chain, Alex Kerr is the next guest to feature on Advisers Assemble. Alex and Tessa share their highlights ahead of the episode release. This episode is brought to you by the team at The Lead EngineAlex Curtis, Tessa Snart tarafından oluşturuldu
 
Today's guest is Martín Ramírez, Head of Growth at WellSaid, a company specializing in AI-driven voice-over tools. There are surprising use cases for these capabilities across various industries. In conversation with Emerj Senior Editor Matthew DeMello on the 'AI in Financial Services' services podcast, Martín focuses on enterprise applications. Fr…
 
Alex, Tom and Tessa are back, this time to chat all about lead quality. Warning: Analogies used from the get go, possible craving of chocolate may occur. Talking points: - What does lead quality mean? - What have we seen that can affect lead quality? - How do you increase lead quality? - How do people calculate success? - Finding the right ‘5%’ Bro…
 
Bonus Episode! Andraya, Stephanie and Tessa are back to air their annoyances in another version of Room 101 (No copyright intended). From kitchen utensils to makeup and car parking, which pet peeve will they choose to banish this month? Brought to you from the team at The Lead Engine who specialise in lead generation, web design and content marketi…
 
Rob Williams is someone I met as a 21-year-old starting out in the asset management industry. In this great podcast, Rob talks about the critical importance of values-based leadership and changing the language in asset management to better connect with consumers. His company, Royal London Asset Management, was originally formed in 1861. Driven by t…
 
Today’s guest is Qraft Technologies APAC CEO, Francis Geeseok Oh. Qraft is an emerging invest tech AI solution for investment risk management. Those in the investment space, from retail to big-name Wall Street firms, might have some familiarity with Qraft’s AI Risk Indicator Tool. On their website, the AI-powered platform gives an instantaneous rea…
 
Sarah Robinson, Founder & Paid Media Manager of Google Ads Agency, Platypus Media chats to Alex, Tessa and Tom about the tests they've been running and their exciting new findings. Lots of useful insights into Google analytics and social media ads and bonus...you'll learn all you need to know about the semiaquatic, egg-laying mammal native to Austr…
 
Alex, Tessa and Tom share their highlights ahead of the next episode featuring Sarah Robinson, Founder & Paid Media Manager of the Google Ads agency, Platypus Media. From the team at The Lead EngineTessa Snart, Tom Maplethorpe, Alex Curtis tarafından oluşturuldu
 
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…
 
In this episode, host Julia Streets is joined by Toby Mildon, Diversity & Inclusion Architect and founder of Mildon, a consultancy and advisory business, and Johnny Timpson OBE, principal of Johnny Timpson Consulting and Non-Executive Chair of specialist military insurance brokerage Absolute Military. Together they discuss ways to improve access to…
 
Today's guest is the CEO of Catchlight Insights, Wilbur Swan. Catchlight is a Fidelity-backed and grown AI solution streamlining lead optimization for small and medium-sized financial institutions with a special focus on custom tools built for individual personal financial advisors and realtors. In conversation with Emerj Senior Editor Matthew DeMe…
 
Alex and Tessa are joined by Jukka Väänänen AKA Jay from Newspage, a modernised and "reinvented" media platform based in the UK, designed to give individuals and businesses however big or small, a voice to be heard and the chance to share their story to the major news outlets. An enlightening conversation about the world of journalism and public re…
 
Alex and Tessa tease ahead to their next co-hosted conversation with Jay from Newspage, a modernised and "reinvented" media platform based in the UK. Tune in to find out more! This episode is brought to you by the team at The Lead EngineTessa Snart, Alex Curtis tarafından oluşturuldu
 
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, …
 
Today's guest is Vic.ai Co-founder and CEO Alexander Hagerup. Vic.ai is a software as a service that offers full autonomy in accounting workflows, specifically in invoice processing and helping to streamline approval processes in a broad range of financial services sectors. In conversation with Emerj Senior Editor Matthew DeMello, Alexander explain…
 
Michael O'Brien needs no introduction as a well known name in the mortgage industry. On this episode, he introduces his new Wills and Estate Planning referral service for mortgage brokers, offering training, administration assistance, and an overall easier process to offer their clients. Michael explains to Alex and Tessa why he felt the need to se…
 
Alex & Tessa are back to tease your appetite ahead of the next episode, this time with guest, Michael O'Brien who talks about his new Wills and Estate Planning referral service. From the team at The Lead EngineTessa Snart, Alex Curtis tarafından oluşturuldu
 
Bonus Team Episode. Andraya , Stephanie and Tessa return to the Advisers Assemble Podcast in a shiny, new segment for 2023 that follows the theme of the former BBC television series, Room 101 (no copyright intended). Find out the pet peeve they have each chosen to banish forever and see if you agree. Teaser alert - You won't want to miss Andraya's …
 
The Lead Engine team return for 2023...Following Alex and Tom's episode on landing pages, Daniel and James join Tessa to give their second ever review on the Advisers Assemble podcast, this time sharing their thoughts on a landing page builder they have trialled called, Carrd. Brought to you by the team at The Lead Engine who specialise in generati…
 
Catherine Battershill is a profoundly passionate leader who talks about the need to build trust in asset management with the public. As an ex-marketeer, Catherine believes more can be done to re-write the script when it comes to how asset management markets itself. From true board diversity, how great leaders drive culture, direction, and motivatio…
 
Today's guest is Christian Van Leeuwen, Co-founder and Chief Strategy Officer of FRISS. His company accrued over $88 million to fund a workforce of 200 employees focused on claims underwriting, investigation, and working with the biggest names in the insurance space. Following his last appearance on the AI in Business podcast, he and Emerj Senior E…
 
Alex and Tom join Tessa to talk all about landing pages for part 1 of the first TLE team episode of 2023! Key points: - What is a landing page? - What is the most important part of a landing page? - What should you not do/what should you do on a landing page? - PPC - Google Quality scores The Advisers Assemble podcast is brought to you by the team …
 
We kick start Series 15 with a special Youth takeover episode. Host Julia Streets is joined by Chloe, Sirad, Megan and Harrison all of whom work as Young Consultants with the organisation Participation People. They share their perceptions of financial services and what we need to do as an industry to attract and portray financial services in an att…
 
Joseph Stone Capital, LLC, is a fully disclosed broker-dealer and member of FINRA and SIPC. FINRA Rule 3510 requires each member firm to create and maintain a business continuity plan. In accordance with the rule, the Firm has developed a plan to ensure the continuity of operations during business emergencies and disruptions.…
 
Today’s guest is Kelly Harlin, Director of Solutions Marketing and Commercialization at Sharp/NEC. As a manufacturer of computer monitors and large-scale information displays and systems, Sharp/NEC has a front row to how banks collect data - particularly visual - to better ascertain the lifestyle needs of their customers. Why is this information so…
 
Insurance Expert, Matt Chapman believes protection for your clients or business is not only important but essential in life. We often perceive this as a sales tool and secondary product rather than a necessity. As a mortgage adviser, where do you start? How do you explain this to clients? Through Matt's coaching programme, he helps to explains the …
 
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