Beste Shana Sissel Podcasts (2024)

1
Shana Sissel – From Long/Short to Long Sports: Exploring Unique Uncorrelated Alternative Investments 1:11:33

4d ago1:11:33

1:11:33

In this episode of 'Raise Your Average,' co-hosts Pierre and Mike welcome Shana Orczyk Sissel, CEO at Banrion Capital Management. We explore Shana's 20-year journey in wealth management, her experience and insights on alternative investments, and the evolving landscape of the industry. Shana shares her personal story of transitioning from a career …

1
The Power of Authenticity: How to Differentiate Your Advisory Firm with Alternative Investments With Shana Sissel (Ep. 483) 27:38

25d ago27:38

27:38

How do you truly stand out in a crowded and competitive industry? In this episode of the Top Advisor Marketing Podcast, host Matt Halloran interviews Shana Sissel, the “Queen of Alternatives” and CEO of Banríon Capital Management. She opens up about the challenges she has faced as a successful woman in a male-dominated industry, sharing how she has…

1
How to Build a Lead Magnet That Brings In Ideal Clients With Hillary Gale (Ep. 486) 13:29

4d ago13:29

13:29

Use a lead magnet. You’ve heard that before. But are all lead magnets created equal, and can you cast your net far and wide with it? (Should you?) So many questions… How can you effectively attract and convert ideal clients using lead magnets and marketing funnels? In this episode, Matt Halloran welcomes Hillary Gale — founder of Moneta Copy — for …

1
Todd Finkle: A Fresh Take on Warren Buffett 1:27:48

10d ago1:27:48

1:27:48

In this episode of Insight is Capital, Pierre welcomes Dr. Todd Finkle, esteemed Pigott Professor of Entrepreneurship at Gonzaga University and author of 'Warren Buffett: Investor and Entrepreneur.' Dr. Finkle draws on nearly two decades of research and personal experiences and notably, his connection to the Buffett family (he shares his memories o…

1
Growth Through Niche Expertise: Strategies for Building a Referable Advisory Business With Brian Haney (Ep. 485) 30:13

11d ago30:13

30:13

Question: How can you effectively build a niche-focused advisor brand that positions you as a thought leader and drives organic business growth? Answer: You start with this podcast episode. Matt Halloran is joined by Brian Haney — Founder and CEO of The Haney Company — to explore his battle-tested strategies for building a powerful brand within a n…

1
Master Marketing With the Two-Toed Sloth Strategy With Kalli Fedusenko (Ep. 484) 27:07

18d ago27:07

27:07

Channel your inner two-toed sloth. Bet that’s the first time you’ve heard that advice. In this episode of the Top Advisor Marketing Podcast, host Matt Halloran talks to Kalli Fedusenko from Kalli Collective about the importance of a strategic — and a patient — approach to marketing, much like the slow and deliberate movement of a two-toed sloth. Sh…

1
From Jockey to Financial Advisor: A Blueprint for Niche Success With Billy Peterson (Ep. 482) 28:50

1M ago28:50

28:50

You’ve heard the advice a hundred times before, but knowing what to do is not the same as knowing how to do it. So, how can you effectively leverage niche marketing and personal branding to grow your financial services firm and establish credibility with clients? In this episode, Matt Halloran is joined by Billy Peterson — president of Peterson Wea…

1
Stop ‘Podcast Guessing’: How Advisors Can Succeed at Podcast Guesting With Tom Schwab (Ep. 481) 32:42

1M ago32:42

32:42

Do you want to turn your podcast appearances into more business wins? You shouldn’t have to guess your way to success. Get insider tips on how to strategically attract your dream clients and grow your influence with guesting. In this episode, Matt Halloran talks to Tom Schwab — co-founder of Interview Valet — about how to leverage podcast guesting …

1
Macro Outlook and Defensive Investing Strategies with Bob Elliott 1:17:53

1M ago1:17:53

1:17:53

Bob Elliott, CEO, and CIO at NYC-based Unlimited Funds joined us on the show. We discuss his 13 years experience at Bridgewater Associates (10 years as head of Ray Dalio's investment research team), and the lessons he learned from the Global Financial Crisis. We get into the more recent period of ecomomic upheaval, and today's macroeconomic landsca…

1
Justin Huhn: The Generational Bull Case for Uranium 1:16:52

2M ago1:16:52

1:16:52

Uranium expert Justin Huhn, Founder & Publisher of Uranium Insider, joins Pierre Daillie and Mike Philbrick on the show to discuss the unfolding generational bull case for uranium and the entire uranium and nuclear power generation sector. We explore the cyclical nature of the uranium market, current supply and demand dynamics, and the impact of ge…

1
Transitioning to Independence: How RFG Advisory Makes it Easier With Abby Salameh (Ep. 480) 28:46

2M ago28:46

28:46

Thinking about transitioning to a new broker-dealer or becoming fully independent? You’re not alone. Financial services is an industry constantly on the move. But what exactly do you need to consider and do? In this episode, Matt Halloran welcomes Abby Salameh — Chief Growth Officer at RFG Advisory — to explore the support RFG provides to advisors …

1
Momentum Marketing: How to Grow Your Business Like Your Clients Grow Their Portfolios (Ep. 479) 34:58

2M ago34:58

34:58

To beat the market, you’ve got to buy and hold. To win at marketing… you need to do the same thing. Marketing, like investing, should be approached with a long-term perspective, focusing on building “marketing equity” through consistent efforts that compound over time. It is NOT a quick fix. In this special replay episode, Matt Halloran and Kirk Lo…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 19 | Understanding and Overcoming Financial Abuse Featuring Jacqueline Schadeck 40:04

2M ago40:04

40:04

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Mutiny's Jason Buck on Navigating Volatility: Defense? How? Why Now? 59:56

2M ago59:56

59:56

In this episode of Insight is Capital, Pierre Daillie chats with Jason Buck, Chief Investment Officer at Mutiny Fund, to discuss defensive and offensive strategies in portfolio management - with equity valuations of the "Magnificent 7" it's now particularly essential for advisors and investors alike to consider defense ahead of any potential revers…

1
How to Confidently and Compliantly Leverage Client Testimonials With Whit Lanier (Ep. 478) 31:28

2M ago31:28

31:28

Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations? In this episode, Matt Halloran is joined by Whit Lanier — co-founder of Amplify Reviews — to talk about the regulations surrounding testimonials and how advisors can leverage them compliantly. Discover why client test…

1
FactSet's Elisabeth Kashner – The Scoop: Deep ETF Trends Insights 59:49

2M ago59:49

59:49

In this conversation, Pierre Daillie interviews Elisabeth Kashner, Director of Global Funds Research, FactSet, about the trends and challenges in the ETF market. They discuss the slow pace of ETF flows in 2024, the impact of the Fed's rate cuts, and the attractiveness of cash investments. They also explore the rise of actively managed equity ETFs a…

1
How One Advisor Turned His Travel Into a Business Asset With DeAndre Coke (Ep. 477) 28:04

2M ago28:04

28:04

Quick question: Can having a seemingly unrelated “hobby” podcast actually benefit your financial services practice? Quick answer: You bet it can! In this episode, Matt Halloran talks to DeAndre Coke, a financial advisor who shares how his travel podcast, Revolutionizing Your Journey — though not directly related to finance — attracts clients who re…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 18 | Supporting Small Business Through Micro Private Equity featuring Kyle Kuderewski 36:36

2M ago36:36

36:36

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Som Seif Investment Review and Outlook - Positioning for Unclear Markets 47:24

2M ago47:24

47:24

Join us as we catch up with Som Seif, Founder and CEO of Purpose Investments. In this episode of Insight is Capital, Som shares his perspectives on the current volatile market environment, discussing trends in stocks, bonds, and interest rates. With a focus on sustainable investment solutions and economic productivity driven by AI, Som shares his v…

1
Time is Money: Should You Outsource Your Podcast? (Ep. 476) 39:11

2M ago39:11

39:11

Podcasting: to outsource, or not to outsource. That is the question.Von Matt Halloran, CRO at ProudMouth

1
What's the Alternative? | Episode 14 | The Smoothing Effect featuring Cliff Asness 50:57

2M ago50:57

50:57

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
Joel Litman: Market Review & Outlook–"GAAP is not truth or reality" for investors 1:28:20

3M ago1:28:20

1:28:20

Join us on the Insight is Capital Podcast as we interview Joel Litman, Chief Investment Strategist at Valens Research, discussing insights into the current equity, bond markets, and the challenges in commercial real estate. Discover the strong investment potential of the U.S. amidst global shifts, encouraging a disciplined, long-term investment str…

1
Steve Hawkins Returns: Innovation and the Future of ETFs 43:58

3M ago43:58

43:58

In this episode of Insight is Capital, Pierre Daillie, Managing Editor at AdvisorAnalyst.com catches up with Steve Hawkins, CEO of Longpoint ETFs. After a notable career leading Horizons ETFs (now Global X ETFs Canada) and a brief retirement travelling the world, Hawkins discusses his market outlook, his return to the investment industry with his n…

1
Attract Ideal Clients by Being Your Non-Negotiable You With Angie Wisdom (Ep. 475) 25:46

3M ago25:46

25:46

Be your own loud. The non-negotiable you.Von Matt Halloran, CRO at ProudMouth

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 17 | The Psychology of Investing featuring Eben Burr 46:10

3M ago46:10

46:10

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
National Bank's Daniel Straus: Extraordinary ETF Insights, Outlook 1:03:42

3M ago1:03:42

1:03:42

In this episode of 'Insight is Capital', host Pierre Daillie sits down with Daniel Straus, Director and Head of National Bank Financials' ETF Research and Strategy Group, to discuss trends in the ETF market both in Canada and the U.S. They explore recent market conditions, the dynamics between U.S. and international equities, the role of AI and tec…

1
Fidelity's Ilan Kolet: Investment Outlook–Harnessing Liquid Alternatives 56:13

3M ago56:13

56:13

In this episode of the Insight is Capital podcast, Ilan Kolet, an Institutional Portfolio Manager in Fidelity's Global Asset Allocation team, discusses the current investment landscape, focusing on the divergence between the Canadian and U.S. economies, the significance of productivity growth, and the strategic inclusion of liquid alternatives in i…

1
Scale Your Practice and Reclaim Your Life With Stephanie Bogan (Ep. 474) 28:11

3M ago28:11

28:11

Is it possible to experience exponential growth and still prioritize joy, freedom, and impact?Von Matt Halloran, CRO at ProudMouth

1
What's the Alternative? | Episode 13 | Micro Private Equity: Investing in Small Business featuring Mike Vranjkovic 42:32

3M ago42:32

42:32

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
Stop Guessing: Craft a Winning Content Strategy By Surveying Your Clients With Hillary Gale Meehan(Ep. 473) 27:01

3M ago27:01

27:01

You know you need a content strategy. But where do you begin?Von Matt Halloran, CRO at ProudMouth

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 16 | New Opportunities in Commercial Real Estate Featuring Cory Johnson 48:34

3M ago48:34

48:34

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
How Unlimited's Bob Elliott is Making Hedge Funds Accessible to Everyone 50:03

3M ago50:03

50:03

Bob Elliott, Co-Founder, CEO, and CIO of Unlimited Funds, and former long-time Bridgewater exec, discusses the company's pioneering use of machine learning to create low-cost index replications of alternative investments. The HFND ETF as the fastest growing independent active ETF launch in the US in 2022 and Bob shares his extensive experience in i…

1
How to Deepen Client Relationships and Help Families Thrive with Tim Volk (Ep 472) 29:02

3M ago29:02

29:02

Are the ultra-wealthy just like the rest of us? Depends on whom you ask. How can financial advisors better serve their clients by addressing the human element of wealth, particularly within ultra-high-net-worth families? They listen to Tim Volk.Von Matt Halloran, CRO at ProudMouth

1
What's the Alternative? | Episode 12 | Be The Bank: Real Estate Debt Investing with Ben Lyons 40:11

4M ago40:11

40:11

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
Brooke Thackray: Seasonal Rotation – Time to rotate? 1:08:22

4M ago1:08:22

1:08:22

In this episode Brooke Thackray, research analyst at Global X ETFs Canada, and advisor to the Global X Seasonal Rotation ETF (HAC), joins us to discuss seasonal investing trends across US and Canadian stocks and bonds. Thackray emphasizes the effectiveness of seasonality in fine-tuning the investment process with technicals and historical market pa…

1
How To Find and Maintain Strong Business Partnerships With Dana L. Wilson (Ep. 471) 29:32

4M ago29:32

29:32

Financial services is a competitive industry. We all know that. But here’s the thing: there are many seats at the table. Amazing things can happen for your business when you collaborate with other professionals (think CPAs and estate planning attorneys).If you want tips on choosing the right partners and keeping all parties accountable, keep readin…

1
3 Ways To Prevent Podfade (Ep. 470) 35:19

4M ago35:19

35:19

Many advisors start strong with their marketing but then struggle to keep the momentum going.With podcasting, it starts with missing one episode. Then, a couple more. Finally, the podcast comes to a complete standstill — aka podfade.Von Matt Halloran, CRO at ProudMouth

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 15 | Alternatives Simplified Featuring Bobbi Ivanova 36:50

4M ago36:50

36:50

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
WisdomTree: Navigating These Unusual Market and Economic Signals 1:13:26

4M ago1:13:26

1:13:26

In this conversation Jeff Weniger, Head of Equity Strategy and Samuel Rines, Macro Strategists, Model Portfolios at WisdomTree Asset Management, join us to discuss various topics including the performance of the equity and bond markets, inflation, the labor market, and the real estate market. We explore the potential impact of rising yields on equi…

1
How to (Finally) Get Your Content Marketing Off the Ground With Jorrell Bland (Ep. 469)

4M ago

—

You may see some advisors creating amazing content and think, “Ugh, I’ll never get there.” Or maybe you believe you can get there one day, but procrastination always gets in the way.Either way, the problem seems to be getting started.Von Matt Halloran, CRO at ProudMouth

1
Starlight's Dennis Mitchell: Outlook 2024 – Diverse Bets for Uncertainty 1:07:23

4M ago1:07:23

1:07:23

Dennis Mitchell, CEO, CIO at Starlight Capital joins us this episode to discuss various topics including the impact of interest rates, the potential for rate cuts, portfolio construction for the period ahead - which will be marked by the persistent threat of inflation and higher rates for longer, the importance of proper pension-like diversificatio…

1
What's the Alternative? | Episode 11 | Crypto 101 featuring Matt Hougan 51:17

4M ago51:17

51:17

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
Start a Podcast To Become the Go-To Advisor in Your Niche With Mark Hansen (Ep. 468) 37:25

4M ago37:25

37:25

Let’s say your clients are ecstatic to be working with you. They’re so fired up about the problems you’re helping them solve, that they’re telling their neighbors, colleagues, and friends about you. But that’s where it stops. Very few, if any, of these people reach out. How can you move them from neutral to drive?…

1
Ben Hunt: Epsilon Theory Part Four 53:59

5M ago53:59

53:59

Phil is joined by friend of the show Ben Hunt for his fourth appearance on the podcast. Ben Hunt holds a PhD in Political Science from Harvard University, is the co-founder and CIO of Epsilon Theory, and co-founder of Second Foundation Partners. Ben and Phil discuss narratives driving flows in markets, the incentivization of risk-taking by financia…

1
Designing Your Brand’s Emotional Impact With Josh Passler (Ep. 467) 28:56

5M ago28:56

28:56

Financial advisors offer many of the same products and services. So what sets one apart from another?Von Matt Halloran, CRO at ProudMouth

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 14 | Financial Education for the TikTok Generation featuring The Wall Street Skinny 1:00:09

5M ago1:00:09

1:00:09

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
SIACharts' Paul Kornfeld - Buy the dip, or sell the rip? Are we at a turning point? 1:35:52

5M ago1:35:52

1:35:52

In this episode with SIACharts' President, Paul Kornfeld, we kick off our conversation with the recent changes in the Federal Reserve's rate cut projections and the performance of various stocks. We question whether it's a good time to 'buy the dip or sell the rip.' We get into the use of SIA charts in analyzing market trends and making investment …

1
How Advisors Can Leverage Podcasting to Connect, Educate, and Grow With Jane Mepham (Ep. 466) 28:09

5M ago28:09

28:09

Can anyone launch and leverage a podcast for business growth and authority?Von Matt Halloran, CRO at ProudMouth

1
What's the Alternative? | Episode 10 | Alternative Building Blocks featuring Michael Green 56:45

5M ago56:45

56:45

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
Toby Carlisle - Value Investing is Simple, Not Easy 1:06:47

5M ago1:06:47

1:06:47

In this conversation, Mike and Pierre talk to Tobias Carlisle, Managing Principal and Chief Investment Officer at Acquirers Funds, LLC, and portfolio manager of ZIG and DEEP ETFs. Toby shares his approach to value investing and the historical perspective he brings to the art of investing. He also talks about the performance of value investing and t…

Podcasts, die es wert sind, gehört zu werden

Shana Sissel Podcasts

Podcasts, die es wert sind, gehört zu werden

Kurzanleitung