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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.
 
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 ...
 
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
 
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 industries 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
 
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 ...
 
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.
 
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.
 
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
 
Financial Advisor 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. Jose…
 
In this episode, Tom talks about the equity release market and how it fits with later life financial planning. He also dissects recent publications, from the FCA/TPR on the pensions consumer journey and from the DWP on helping savers understand their pension choices HOUSE RULES - the lang cat (langcatfinancial.co.uk) FS22/3: Pensions consumer journ…
 
If you need a shot of adrenaline then this chat is it! Alex came away feeling very motivated after this chat and got loads of work done that afternoon!Julia Smith is a regional business consultant for the Openwork Partnership and works with a lot of successful firms in the network.We discuss why Openwork is a great network and what she sees all the…
 
“For every project initiative, I create a strategy with an optimal outcome in mind—whether customer experience or operational efficiency—before moving on to successful execution.” Padma Chukka It's in Padma’s nature to question the status quo, because she values efficiency. Don't you? It started at the beginning of her career as a software engineer…
 
Campbell Fleming is a legend in the financial services industry. He is CEO of AssetCo plc and Chairman of The Big Exchange. Anyone who has met Campbell will be touched by the way he makes them feel. Human. From a humble background down under to barrister to financial services game changer. Humility remains firmly at Campbell's heart.❤️ Campbell men…
 
In this special edition of Swift Chats recorded at the T3 2022 Conference, Marie Swift and Jonny Swift interview a range of guests from their booth in Podcast Alley at the event. The interviews feature: ​- Joel Bruckenstein, President of Technology Tools for Today - John Mackowiak, Chief Business Development Officer at Advyzon - Nitin Seth, Chief E…
 
Today’s guest is Stefan Boronea, CTO of Proportunity. Proportunity is a London-based firm focused on home lending and the future of finance. The topic of this episode is the future of lending and extending credit risk for lenders. In this interview, Stefan discusses the current trends in credit lending and where the gaps might be filled in with AI …
 
Welcome to The Change Officer Podcast’s Future of Financial Services Series. 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 are deep-diving into some of the hottest and most pivotal topics in the financial services industr…
 
Financial Advisor Joseph Stone Capital, LLC has upheld a culture of powerful philosophies and unique monetary strategies for our clients. 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. Joseph S…
 
With a career in financial services spanning 26 years, Simon specializes in the creation and execution of technology strategies that deliver real business transformation. In the past five years, he has been the driving force behind AXA UK’s tech shifts in the areas of digital workplace, customer experience and artificial intelligence. Simon has foc…
 
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.…
 
This week on Flex and the City I interview Jurgen Vanhoenacker, Executive Director of Sales, Marketing and Wealth Structures at Lombard International Assurance. Have you heard about AC/DC and the way in which they managed sustainable performance? Meet Financial Services' very own lead guitarist and celebrated hard rocker Jurgen Vanhoenacker. There …
 
In this Swift Chat Conversation, Marie Swift speaks with Carl Richards of the Society of Advice and author of 'The Behavior Gap' a the the Jolt! Conference about the vulnerability underlying advisors' marketing questions and helping clients navigate change beyond the financial plan.Oleh Impact Communications
 
Pete Everitt is a Digital Strategist & Consultant | Helping businesses achieve through Web Development, SEO and Digital Marketing. He is the co-founder of https://seohive.co/ Director of: https://www.so-theagency.com/ Check out his podcast: https://www.peteeveritt.com/podcast/Oleh Alex Curtis, Pete Everitt
 
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.…
 
Walter Obermeier has worked for some real powerhouses of tech, HP, Accenture and UiPath. At 16, he had his first insight into the power of technology and IT in banks. In his view, technology is something that you use in a bank, and it's necessary and a tool, but it will not deliver growth. Instead, growth is delivered by people. The most important …
 
As we close Series 13, host Julia Streets is joined by Eli Albrecht, Associate Attorney at Gibson, Dunn & Crutcher LLP, and George Bettany, Co-founder of Sanctus. Together they share their personal and professional insights exploring the value of balance, rest and mental health and offer suggestions about how to navigate the balance in demanding pr…
 
In part 2 of "Things You Need To Know About Financial Services Websites" covers website hosting and security. This should help you make the right decision in which hosting package and company you use to ensure your site loads quickly and doesn't get hacked!Oleh Alex Curtis
 
This week on Flex and the City I talk with Johnny Black, Head of Commercial & Strategy, Advisor Sector, abrdn Jonny Black is far from Black - he's colourful, sparkly, and energetic which is just what the industry needs. Not afraid to challenge and call things out. Fresh air. Jonny celebrates difference - and the power that difference (we even talke…
 
In this Swift Chat -- recorded live at the T3 Technology Tools for Today conference in Texas on May 3, 2022 -- Marie Swift of Impact Communications, Inc. speaks with Nitin Seth, CEO of Incedo, Inc., a digital transformation company. Nitin talks about the seven building blocks of successful digital transformation and winning in the digital age. Lear…
 
OK, so they’d probably be a bit funnier than us two, but Ralph Jackson of Lansons has been doing policy making on behalf of financial services firms since before I even knew it was a thing. He has a wealth of knowledge and insight about how the system works and how firms engage with political change.…
 
There are some important things you need to know if you have or are planning on launching a website. Alex shares some key lessons so you can avoid some incredibly stressful situations.Here's everything you need to know about domain names.Oleh alex curtis
 
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 guidanc…
 
Victor Iancu leads the Business and Service Design practice of KPMG in Romania and Moldova. He is a serious UX design and strategy guru, a seasoned business strategist and advisory leader supporting private and public sector clients in an emerging economy for almost 20 years. He combines strategy tools, business & economic research with design thin…
 
The state pension age is being reviewed so I’ve put together some facts, figures and reflections on our state pension and why the whole mess is Bismarck’s fault. I've included a comparison with how the French do it. I’ve also looked at the Government’s response to the DWP Committee’s report on pension freedoms and what it tells us about government …
 
The lang cat’s own ace data and insights analyst Steve Nelson, and antipodean refugee turned Citywire journalist James Fitzgerald talk through what’s happening in the world of retail investment platforms. Also, why Transact is the Sergei Bubka of platform pricing. If you want to know more about the lang cat's research into the platform market, head…
 
When you understand what's great about your favourite lead source you can then start to replicate the quality.In this episode, we uncover your favourite lead source and deconstruct what's great about the enquiries. We then use this to work out how we should market our business.It's the ultimate introduction to online lead generation.…
 
I've heard over the years from a number of sources that Christophe Girondel is a respected leader. Even at the beginning of the podcast recording, Christophe creates a climate of trust. He stands for trust and authenticity. We talked about the Nordic influence on his leadership which I've coined "Hygge" Leadership but we also talked about the power…
 
Today’s guest is Julien Cerutti, Vice President for Sales & Client Success, Enterprise Americas at Meltwater. Meltwater is a financial services company that focuses on drawing insights from outside data sources from various sources. Our focus this week is the topic of unlocking the power of external data. In this episode, Julien discusses a particu…
 
Prakash Pattni is MD, Financial Services Digital Transformation, responsible for partnering with financial services clients to deliver their transformational outcomes through IBM Cloud. Prakash spent over 20 years working at esteemed banks, such as JPMorgan and Goldman Sachs. Bringing deep financial services experience gained across technology, inv…
 
In this Swift Chat, Marie Swift speaks with Bill Cates, President of Referral Coach International and founder of the Cates Academy for Relationship Marketing about his new book Beyond Referrals, which gives advisors the tools they need to transform introductions into new clients. The two discuss converting referrals into engaged introductions, why …
 
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