Welcome to The Weekly Fintape, a show where we highlight some of the biggest hits in Finance. Each week, our host Brodrick Lothringer brings in thought leaders to share their insights on best practices for leveraging technology, boosting financial literacy, adopting new marketing strategies, and implementing disruptive practices within financial services. So, grab your headphones, it's time to rock out on The Weekly Fintape.
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Diana Cabrices on Authentic Marketing in the Age of AI
21:55
21:55
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21:55
Join us as Diana Cabrices shares her journey from a career in financial tech to starting her own consulting firm. Hear about the challenges of entrepreneurship, the power of creating customer-focused content, and how AI is changing marketing. Learn why authenticity is key and get tips for building your media presence in the tech world. Connect with…
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Jaci Stanton on Blending Finance, AI, and Human Connection
20:20
20:20
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20:20
How is artificial intelligence (AI) shaping the future of finance? This week, Jaci Stanton, Managing Director at F2 Strategy, joins “The Weekly Fintape.” Together, we discuss AI’s role in enhancing financial advisors’ efficiency and personalizing client experiences. Drawing parallels to familiar platforms like Google and Netflix, we examine the del…
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Marla Sofer on Trust and Data in Finance
27:41
27:41
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27:41
Ever wondered how financial services could better serve their customers by truly understanding their needs and values? This week, Marla Sofer, the visionary founder and CEO of Knomee, joins “The Weekly Fintape.” With experience at JP Morgan, BlackRock, and Microsoft, Marla shares insights on transforming the industry. Marla addresses financial stre…
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Cameo Roberson on Challenges to Triumphs in Financial Services
17:43
17:43
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17:43
This week, Cameo Roberson, Founder and CEO of Atlas Park Consulting, joins “The Weekly Fintape” and shares her strategies for creating structure in the midst of rapid growth, by establishing repeatable processes, strategic hiring, and effective team management. Cameo also offers invaluable advice on how to stay emotionally available for your team a…
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Laine Schoneberger and Wendy Kay Avery on Yrefy's Innovative Solution for Student Loan Debt
47:34
47:34
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47:34
This week, Laine Schoneberger and Wendy Kay Avery from Yrefy join “The Weekly Fintape” to discuss how Yrefy is transforming the landscape of private student loan debt. They shed light on their innovative approach to refinancing distressed student loans, explaining how Yrefy offers borrowers a path to financial stability with fixed interest rates an…
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Kendra Wright on Her Journey as the Rock & Roll Kid of Finance
33:40
33:40
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33:40
This week, Kendra Wright joins “The Weekly Fintape” as we discuss her journey from the rock and roll industry to the world of finance. Kendra’s extensive experience in the financial industry gives listeners valuable insights on building a business that aligns with your personal values and strengths. Our conversation reveals the secrets behind secur…
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Ed Coambs on Financial Intimacy and Open Communication
25:16
25:16
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25:16
This week, Ed Coambs, thought leader in financial therapy and the host of the "Healthy Love and Money" podcast joins “The Weekly Fintape” and shares his expertise on how to communicate about money openly with those who matter most in your life. We dive deep into the concepts of financial intimacy, addressing the anxiety and loneliness that can ofte…
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Breanna Blaney on Redefining Wealth and Harmony
21:00
21:00
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21:00
Ever wondered how to transform your relationship with money and find true fulfillment in your financial journey? Join us as we chat with Breanna Blaney, Director and VP of Life Invested at Dimensional Fund Advisors, who brings a fresh perspective to financial planning. Breanna shares her unique approach to aligning financial goals with personal pas…
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Cary Carbonaro on Empowering Women Through Financial Literacy and Tools
21:59
21:59
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21:59
This week, we sit down with Cary Carbonaro, an award winning financial advisor, women and wealth expert and author. We learned about her strategies for debunking financial myths and leveraging social media for consumer education. Cary emphasizes inclusivity in finance for women as they approach controlling two-thirds of the nation's wealth by 2030.…
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Scott Frank on Mastering Empathy and Authenticity in Financial Planning
26:04
26:04
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26:04
Want to deepen your understanding and connection with your financial clients? Setting aside personal biases and focusing on clients' passions is key to effective financial planning. Join us for a transformative episode of “The Weekly Fintape” featuring Scott Frank, founder of Stone Steps Financial and co-host of the Real Personal Finance podcast, a…
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Dr. Craig Lemoine & Ailie Elmore: From Dirt to Derivatives
33:36
33:36
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33:36
On this week's episode, we explore the intersection of financial advising and farming with Dr. Craig Lemoine and Ailie Elmore, hosts of the Land & Everything Else podcast. Discover how their Agriculture Focus Financial Planning Designation is reshaping the industry and gain insights into Dr. Craig's innovative business philosophy. We'll dive into s…
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Shana Orczyk Sissel on Empowering Advisors with Alternative Investments and Personal Strength
23:54
23:54
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23:54
Ever wondered how resilience and leadership can transform both personal challenges and business innovation? Join us as Shana Orcyk Sissel, founder and CEO of Banríon Capital Management, shares her inspiring journey battling stage four breast cancer and a spinal tumor while guiding her firm to new heights. How has her experience shaped Banríon’s app…
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Dr. Anthony Chan on Unraveling Consumer Pessimism – Economic Realities, Media Bias, and the Future of Work
41:17
41:17
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41:17
Ever wondered why consumer confidence lags behind economic growth? Join us on this episode of “The Weekly Fintape” as we dive deep with Dr. Anthony Chan, former Chief Economist at JPMorgan Chase, current Substack writer and podcast co-host of Legacy Lessons. Discover how he navigates unbiased economic analysis, shedding light on why 63% still view …
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Welcome to the Weekly Fintape!
10:04
10:04
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10:04
Welcome to The Weekly Fintape, a podcast that offers a unique human perspective on financial advising. Brodrick Lothringer, CEO and Founder of PodPony, goes beyond numbers to uncover the person behind the profession. While Pete typically works behind the scenes, he joins Brodrick to share tales ranging from travel mishaps to the aspirations for our…
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