Plugged In brings you raw, honest takes on all things in the banking industry. That means you aren’t going to get some buzzword-filled, cliche podcast – you’re getting an unfiltered look into topics in the financial world no one else is talking about. Your hosts, Al Dominick and Steve Williams, will talk to top players in the industry about what matters now, and what will shape the future. To groove along with Al and Steve's song references each episode, check out the official Plugged In Spo ...
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Who says banking must only be about the bucks? Join long-time fintech reporter Mary Wisniewski on Money Isn’t Everything, where she’ll explore the industry’s other ambitions with guests every other Thursday. From financial health to the many unexpected places traditional banking is appearing, the show explores the fringes of change in the industry. We’ll have a good time, too.
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Join host Sam Kilmer, fintech advisor, in unscripted conversations with top fintech industry leaders. No planned corporate talking points, no scripts, no pitches. Just useful advice and insights. To keep it lively, Sam often brings co-hosts like author/researcher Ron Shevlin, former American Banker editor Mary Wisniewski, and former Bank Director President Al Dominick.
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What's Going On In Banking brings you the latest in Banking, Finance, and Fintech with insights and commentary from industry leaders, and breaking news as it happens. Host Ron Shevlin is the Chief Research Officer for Cornerstone Advisors, Forbes Contributor, and author of the "What's Going On In Banking" Annual Report.
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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com (https://moneyandme.pgimindiamf.com/) ) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their ...
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Welcome to the Leveraging Thought Leadership podcast, a beacon illuminating the paths and possibilities of thought leadership. With your guides, Peter Winick and Bill Sherman, we will embark on a journey into a captivating world where ideas converge with strategy and insight. Where will thought leadership take you? In each episode, we engage with thought leaders from diverse backgrounds. Whether it’s professional keynote speaking, writing your own thought leadership book, investigating the n ...
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Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!
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Known for making the complex simple, the cornerstone of Manisha Thakor’s work is a concept she calls “MoneyZen,” a joy-based approach to personal finance rooted in simplicity, freedom and abundance. As the Director of Wealth Strategies for Women at Buckingham and the BAM ALLIANCE, and the co-author of two critically acclaimed personal finance books for women, Manisha is an ardent financial literacy advocate. As a member of the firm’s investment policy committee, Manisha is passionate about i ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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As Jeff Jackson, the CEO of WesBanco, sees it, M&A activity can only go up. In this episode, Al and Steve chat with Jeff about why that is and what is at stake for community banks across the country. They also explore other banking classics, including what the future of delivery in banking looks like, how to retain employees and what has helped the…
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Send us a text 2024 is considered the year of the consent order in banking. The added regulatory scrutiny is shifting the way banks partner with fintech companies. In this episode, Mary sits down with Rodrigo Suarez, chief banking officer at Piermont Bank. They explore what the young New York bank is seeking out in fintech. Rodrigo also shares why …
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Today host Peter Winick welcomes Jason Silver, author of the new book "Your Grass is Greener: Use What You Have. Get What You Want. At Work and In Life." Jason, an engineer turned entrepreneur, shares his journey from tech to business and how a personal tragedy led him to reevaluate his approach to work and life. While building a company in the AI …
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121: A Playbook To Master The Human Side of Advice with Michael Kitces
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When you want to learn something about financial planning and advice, the ultimate source is Michael Kitces. Most people know Michael is a spreadsheet-loving, technical wizard. What most people don’t know is that he also fully believes in the human side. In this episode, Michael explains the skills and processes advisors need to know on the path to…
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In today's episode of Leveraging Thought Leadership, our host Peter Winick is joined by Bill Sherman, co-host and COO of Leveraging Thought Leadership, Dr. AJ Marsden, an organizational psychologist and statistician, Josh Bernoff, author of Build a Better Business Book, Marissa Eigenbrood, President of Smith Publicity, Inc., Alison Schwartz, COO of…
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In this episode of Thought Leadership Leverage, host Bill Sherman sits down with Constance Scharff, PhD, a trailblazer in the field of mental health research. Constance is the founder of the Institute for Complementary and Indigenous Mental Health Research and author of an upcoming book on "Everyday Bravery." Everyday bravery isn't about heroic act…
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120: The Three Cornerstones of a Happy And Fulfilling Retirement
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Michael Finke’s research shows that the trifecta of a happy and fulfilling retirement incorporates: Money Health Social Connection Most financial advisors know the money part. But how can you incorporate the other health and social connection parts into a financial plan to help your clients live a happy and fulfilling retirement? Fortunately, Micha…
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Send us a text You likely know the brand H&R Block. But more than two years ago, the tax-preparation chain launched Spruce: an app that connects to a debit card and savings account where funds are held at its bank partner, Pathward. Today on the show, Mary sits down with John Thompson, vice president of product management for financial services at …
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In this episode of the Money Buddy podcast, brought to you by Money and Me, an investor education initiative by PGIM India Mutual Fund, host Ahalya is joined by Ajit Menon, CEO of PGIM India Mutual Fund. They discuss the often overlooked yet crucial factor in financial success: the savings rate. While many investors focus solely on portfolio return…
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In this episode of Thought Leadership Leverage, host Bill Sherman sits down with Yosi Amram, a political psychologist, CEO, leadership coach, and the award-winning author of Spiritually Intelligent Leadership: How to Inspire by Being Inspired. Yosi delves into the concept of Spiritually Intelligent Leadership, a fresh take on leadership that integr…
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In the latest episode of Thought Leadership Leverage, Peter Winick chats with Julie Williamson, CEO of The Karrikins Group. Julie is a trailblazer in connecting communication, design, strategy, sales, marketing, and service to drive sustainable growth. Julie shares her unconventional journey into thought leadership. Despite her passion for writing …
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The frequent flyer miles are overflowing for Steve and Al as they continue to visit banks across the country. In this episode, they dish on the burning C-suite issues, including: recession risks, core deposit growth challenges (and ideas to overcome them) and an area they believe bankers need to step it up on – their succession planning. Don’t worr…
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Send us a text As the executive director of Fintech Sandbox, Kelly Fryer interacts with all kinds of fintech startups. In this episode, Kelly offers her take on important startup issues. She talks with Mary about the challenges fintech startups located outside of the coasts are up against, clashes between fintech and bank cultures and career pathin…
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119: A 3-Step Process for Crafting a Statement of Financial Purpose – Part II
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*This is a continuation of the conversation that started in the previous episode (Episode 118). We highly recommend listening to that episode first! A statement of financial purpose serves as the mission statement for your client’s financial life. It acts as the north star for making financial decisions that are in alignment with the things that ar…
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In this episode of Thought Leadership Leverage, host Peter Winick chats with Netanel Baruch, Founder and CEO of Queue, an AI-driven platform designed to amplify your online presence by transforming everyday conversations into thought leadership content 60% faster. Imagine having a 10-minute conversation and walking away with ready-to-post content. …
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Amy Shoenthal, USA Today bestselling author of "The Setback Cycle: How Defining Moments Can Move Us Forward," joins Bill Sherman on the Thought Leadership Leverage podcast. Amy is a seasoned journalist and marketing executive with 20 years of investigative reporting. Her passion for profiling founders, executives, and leaders who take risks and cre…
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In this episode of the Thought Leadership Leverage podcast, host Peter Winick chats with Minette Norman, an author, keynote speaker, and leadership consultant with decades of experience leading global technical teams in the software industry. Minette shares her journey from a stellar tech career to becoming an influential voice in inclusive leaders…
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In this episode of Fintech Hustle, host Sam Kilmer and co-host Mary Wisniewski are joined by a panel of guests including Allison Cerra (Alkami), Laura Broderick (Abrigo), Sam Das (TruStage Ventures), and Brian Bauer (Revio), where they discuss the impact of generational shifts on financial institutions, the need for data strategy and AI implementat…
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Welcome back to another insightful episode of PGIM Money Buddy, brought to you by ‘Money and Me’, an investor education and awareness initiative by PGIM India Mutual Fund. In this episode, Ajit Menon, CEO of PGIM India Mutual Fund delves deep into the invaluable role of a financial advisor, or as he likes to call them, your financial sarathi. Ajit …
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From Classroom to Boardroom: Applying Innovation Principles | Jon Cagan and Peter Boatwright | 584
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Welcome to another dynamic episode of the Thought Leadership Leverage podcast with your host, Bill Sherman. Today, we delve into the heart of innovation with two distinguished guests: Peter Boatwright, Professor of Marketing at the Tepper School of Business, and Jonathan Cagan, the Coulter Head and Lab Professor of Mechanical Engineering at Carnegi…
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Send us a text In this episode, Mary chats with Tony Brancato, the head of product for the neobank for older adults called Charlie. Tony chats about why he thinks payments need to slow down, how shame is masking just how many seniors are getting scammed and where to acquire customers. They also chat about whether or not their parents hit the clubs.…
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In this engaging episode of Thought Leadership Leverage, host Bill Sherman converses with Sean Stewart, an executive coach, keynote speaker, and historical leadership expert at Past Forward Talks. Sean’s journey from maritime historian and archaeologist to thought leadership is both fascinating and insightful, providing a fresh perspective on how o…
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In this episode of Thought Leadership Leverage, host Peter Winick sits down with Jason Lavender, the co-founder and CEO of Electives. Jason’s career journey is anything but linear. He started as an actuary, transitioned into strategy consulting, and eventually found his entrepreneurial spirit while working closely with innovators. A serendipitous s…
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118: A 3-Step Process For Crafting A Statement of Financial Purpose – Part I
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A Statement of Financial Purpose serves as the mission statement for your client’s financial life. It acts as the north star or lens for making financial decisions to ensure they are aligned with what’s truly most important. Most advisors love the idea, but they don’t know how to do it. Fortunately, Andy Baxley created an entire course on it. And, …
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Send us a text StellarFi is not the first fintech company Lamine Zarrad has founded. This plucky serial fintech founder chats with Mary about his wild ride working as a bank regulator by day, and designing a pot payment startup (Tokken) on nights and weekends -- something he said he felt compelled to do. Now at StellarFi, he is compelled to rethink…
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In this episode of the Thought Leadership Leverage podcast, host Peter Winick welcomes Sohee Jun, a premier leadership coach, mindset expert, corporate leadership facilitator, speaker, and best-selling author of "Mommytracked: How to Take Authentic Risks and Find Success On Your Terms" and her latest release, "The Aligned Mindset: Secrets of High-A…
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Bill Sherman hosts Cobe Williams, a pioneer in violence prevention. Cobe shares his journey from personal redemption to global impact. As Director of US Programs for Cure Violence Global, he uses epidemic control methods to halt violence in communities. His story is a powerful testament to transformation and hope. Cobe's defining moment came in cou…
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In this episode of the Thought Leadership Leverage podcast, host Bill Sherman chats with Karen Wright Gordon, CEO of 5 Dynamics, about revolutionizing organizational performance. Karen explains their unique assessment, a product of Mike Sturm's pioneering research. This tool, while not the company's sole focus, is integral to their methodology. It …
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Send us a text Michael Broughton learned about the complications of the credit scoring system while struggling to access credit to help him pay for a portion of his USC tuition. Now, as the founder and CEO of Altro, he’s working to expand the ways people can build credit history by reporting subscription payments to credit bureaus. He tells Mary ab…
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In this episode of the Thought Leadership Leverage podcast, host Bill Sherman sits down with Judy Wilkins Smith, an executive coach and trainer specializing in Systemic Constellation Work. Judy has recently released her second book, "The Hidden Power in Your DNA: How to Use Genealogy to Explore Ancestral Patterns & Transform Your Life." Dive in as …
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117: Mastering The Art of Trust-Based Selling with Kerry Johnson
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The growth of your business hinges on your ability to build and establish trust with prospective clients. In this episode, Kerry Johnson, “America’s Business Psychologist” reveals psychological insights on how to master the art of trust-based selling. You’ll Learn: Signs that a prospect is interested (or not!) The anatomy of an elevator speech that…
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In this riveting episode of Thought Leadership Leverage with host Peter Winick, we dive into the world of non-fiction with Phil Simon, a multifaceted writer, ghostwriter, speaker, and podcaster. Phil shares his journey from a college professor in business information systems to becoming a prolific author and the founder of a hybrid publishing compa…
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In this conversation, Sam Kilmer, Ron Shevlin, Nicky Senyard (Fintel Connect), and Ted Brown (Digital Onboarding) discuss the role of CEOs and founders in the fintech industry. They talk about the evolving nature of the CEO role and the importance of building a strong team. They also discuss the challenges and opportunities in the banking industry,…
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In this riveting episode of the Thought Leadership Leverage podcast, host Bill Sherman engages with Martin Gonzalez, the co-author of the best-selling book "The Bonfire Moment" and the visionary behind Google's "The Effective Founders Project." Dive into the fascinating journey of Martin, who transformed a personal passion into a global initiative …
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