The Fintape

By Brodrick Lothringer

Welcome to The Fintape, a show where we highlight some of the biggest hits in Finance. Each episode, our host Brodrick Lothringer brings in thought leaders to share their insights on best practices

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· Business

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FAQs about The Fintape:

How many episodes does The Fintape have?

The podcast currently has 57 episodes available.

The Fintape episodes:

October 08, 2025The Do’s, Don’ts, and Disasters of Financial Conferences with Dr. Craig Lemoine
Have you ever been to a wealth management conference that felt more like a marathon than a meeting?
Brodrick Lothringer and Dr. Craig Lemoine sat down to talk about what really makes a great industry event, from the sessions that actually teach you something new to the networking that doesn’t end in regret.
They swap stories from the road (including a blizzard in Iowa and one unforgettable Florida grocery store-turned-nightclub) and share a few unfiltered lessons every advisor should take to heart before booking their next conference ticket.
It’s smart, funny, and painfully real, just the way every good conversation about this industry should be.
Dr. Craig Lemoine
Brodrick Lothringer on LinkedIn
To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.
>> PodPony.com
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30min
September 30, 2025Taking Care of Business with Shannon Spotswood
Shannon Spotswood has a story that doesn’t fit in a straight line—and that’s exactly what makes it good. From hedge funds and IPOs to launching a kids’ clothing brand out of her garage, and now leading RFG Advisory, she’s been building things her whole career.
In this conversation, Shannon talks about the pivots that changed her path, the culture she’s protecting at RFG, and why independence matters more than ever for advisors. She also shares how balance, growth, and even a little Motown have shaped the way she takes care of business.
Shannon Spotswood on LinkedIn
RFG Advisory
Brodrick Lothringer on LinkedIn
To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.
>> PodPony.com
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34min
September 16, 2025Integrity, AI & The Future of Advice with Suzanne Siracuse
Suzanne Siracuse has seen this industry in every shade; back when “advice” was a stock tip over lunch, through the print-to-digital chaos, and into today’s AI-everywhere landscape. She didn’t just watch it happen. She helped shape it.
In this episode, Suzanne talks about the hustle of starting something from scratch, the mess and magic of media, and why the best advisors roll with change instead of fighting it.
Suzanne Siracuse
Net Positive Wealth
Brodrick Lothringer on LinkedIn
Eric Leeper on LinkedIn
PodPony
FP Transitions
To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.
>> PodPony.com
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36min
September 10, 2025The Blah Blah Blah Problem of Wealth Management with Jim Dickson
What separates a “lifestyle practice” from a true growth enterprise? According to Jim Dickson, founder of Elevation Point, it’s fire in the belly, not just lip service to growth. In this episode, Brodrick digs into what it really takes to scale an advisory firm: organic growth, digital marketing that actually works, and the dream-team support that fuels it all.
They cover why too many advisors still blend into the sea of blue suits, how niching down beats being a generalist, and why the next decade will belong to firms that embrace tech, marketing, and AI. Plus, Jim shares the song that sums up his career philosophy. Hint: Sinatra would approve.
Hit play, because this one’s part strategy session, part reality check, and all energy.
Jim Dickson
Elevation Point
Brodrick Lothringer on LinkedIn
To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.
>> PodPony.com
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15min
September 03, 2025The Human Element in Financial Marketing: How Matt Seitz Chose Positivity Over Pain
What if marketing isn’t just about getting leads, but about truly educating and connecting with people? In this episode, Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, explains why thought leadership, authentic storytelling, and education matter more than flashy sales tactics.
Matt also shares his personal story of living with chronic pain and how a mindset shift toward gratitude shaped his career—and his approach to helping advisors build trust with clients.
If you’re ready to see marketing as more than numbers and clicks, this episode will change how you think about your practice.
Matt Seitz on LinkedIn
Prosperity Capital Advisors
Brodrick Lothringer on LinkedIn
To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.
>> PodPony.com
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20min
August 26, 2025Authenticity Over Algorithms: Mark Newfield on Building a Practice That Lasts
In this episode, Brodrick talks with Mark Newfield, CFP(R) RICP(R), of Journey Strategic Wealth about why authenticity is the ultimate business development strategy.
Mark’s story defies the odds: from auto mechanic, to Accenture consultant, to launching an advisory career at 45, he proves resilience and kindness can outpace even the flashiest marketing playbook. His motto? “You can’t fail if you refuse to quit.”
We dive into why financial advice is still a human behavior business, how creating thoughtful content can act as an “attraction engine,” and why your unique voice—not AI-generated sameness—is the key to finding clients who truly fit.
If you’ve ever wondered how to grow a practice without losing yourself in the process, this is the episode you can’t miss.
Mark Newfield on LinkedIn
Mark’s Linktree
Brodrick Lothringer on LinkedIn
To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.
>> PodPony.com
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27min
August 21, 2025Why Advisors Have Turned From Hunters to Farmers with Jim Gold
Brodrick and Eric sat down with Jim Gold, co-founder of Steward Partners, to talk about the one thing every advisor knows they should deal with… but most kick down the road anyway: succession.
Advisors used to be hunters, now they’re farmers. Great for relationships, not so great when it’s time to hand over the keys. Jim lays out what really happens when billion-dollar practices get stuck in the tar pit, when firms buy you out and erase your name, and when day two after the deal doesn’t look anything like you thought it would.
This one’s a wake-up call. It’s the kind of conversation that makes you rethink the plan you’ve been putting off. And honestly, it’s way too real to ignore.
Jim Gold on LinkedIn
Steward Partners
Brodrick Lothringer on LinkedIn
Eric Leeper on LinkedIn
FP Transitions
To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.
>> PodPony.com
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19min
August 12, 2025What to Do When Growth Becomes the Problem with Michael Kitces
In this episode of The Fintape, Brodrick and Eric talk with Michael Kitces about a surprising challenge—the moment when growth becomes the problem.
Kitces explains why what most firms call a “talent gap” is really a “training gap,” and how many advisors hit a crossroads where they must decide between staying client-focused or stepping into full-on business management.
From the hidden costs of growth to the self-awareness it takes to scale without losing yourself, this episode is one advisors should hear before their own success forces a difficult choice.
Michael Kitces on LinkedIn
Michael’s Blog
Focus Partners
Brodrick Lothringer on LinkedIn
Eric Leeper on LinkedIn
FP Transitions
To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.
>> PodPony.com
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31min
August 05, 2025Cowboy Ethics in Modern Wealth Management with JC Abusaid
In this episode of The Fintape, Brodrick sits down with JC Abusaid, CEO and President of Halbert Hargrove, to unpack how a $3.5 billion wealth management firm has built a century-long legacy on trust, transparency, and client-first values.
He shares his journey from Bogota, Colombia, to almost giving up on the American dream, to leading a firm where “a handshake seals the deal.” JC shares how Cowboy Ethics have shaped everything—from voluntarily undergoing third-party audits to pioneering their unique Life-Phase Investing methodology.
If you want to see what true integrity in wealth management looks like, this is an episode you won’t want to miss.
Connect with us below!
JC Abusaid on LinkedIn
Halbert Hargrove
Brodrick Lothringer on LinkedIn
FP Transitions
To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.
>> PodPony.com
...more
23min
July 29, 2025Run Into the Fire: Embracing AI and Data in Wealth Management with Jud Mackrill
In this episode of The Fintape, Brodrick and Eric sit down with Jud Mackrill, co-founder and CEO of Milemarker, to explore how wealth management firms can harness their data to scale smarter, serve better, and outpace the competition.
With over two decades in the industry—including leadership roles at Orion and Carson—Jud shares how Milemarker helps firms unify their technology stack through a powerful, quickly deployed data lake solution.
In this conversation:
How Milemarker helps firms scale without adding headcount
Why AI and automation are the new battlegrounds for advisory success
The mindset shift advisors need to embrace (are you running toward the fire or away from it?)
For any firm owner or advisor ready to trade gut instinct for objective insights—and build a more valuable business in the process—this episode is a must-listen.
Connect with us below!
Jud Mackrill on LinkedIn
Milemarker
Brodrick Lothringer on LinkedIn
Eric Leeper on LinkedIn
FP Transitions
To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below.
>> PodPony.com
...more
24min

FAQs about The Fintape:

How many episodes does The Fintape have?

The podcast currently has 57 episodes available.