The Fintape

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

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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

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In this episode of The Fintape, Brodrick talks with Dr. Jordan Hutchison, Vice President of Technology and Operations at RFG Advisory, about how advisors can grow faster by focusing on a niche, building stronger client relationships, and using technology the right way.

Jordan shares why serving a specific group helps advisors stand out and grow faster. He also explains the small habits that help firms keep clients, like engaging both partners in every meeting, and how to avoid wasting time on flashy but unhelpful tech.

For advisors who want to grow, keep clients happy, and make tech work for them, this episode is worth a listen.

Connect with us below!

• Dr. Jordan Hutchison on LinkedIn
• Disruption Blueprint Podcast
• 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.

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In this episode of The Fintape, Brodrick sits down with Kelly Gallimore, ChFC®, CES®, a former bank teller turned advisory firm co-founder and now Culture Officer at Merit Financial Advisors.

Kelly’s journey is anything but linear—and that’s what makes it so valuable. From stepping away to raise a family, to re-entering the workforce, to launching a firm built on deep relationships and client trust, her story shows what’s possible when you lead with values.

In this conversation:

- Why your real differentiator isn’t your AUM—it’s your authenticity

- How Kelly turned client relationships into a $300M firm, without advertising

- What most advisors miss when selling their practice—and how to protect your culture in transition

This one’s for any advisor wondering how to stay true to their purpose while building something lasting.

Connect with us below!

• Kelly Gallimore on LinkedIn
• Merit Financial 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.

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In this episode of The Fintape, we get real about what it takes to grow—and why most advisory firms get stuck. Brodrick and Jamie are joined by Zach Conway and Kelsey McKenna of Seeds Investor to unpack the hard truth: clients don’t stay for performance, they stay for service.

If you’re pitching portfolios like a product shelf, while claiming to deliver “personalized planning,” you’re missing the mark. Zach and Kelsey break down:

- Why investment management isn’t, but should be, client-centric

- The startup mindset that keeps you focused when everything’s on fire

- What “growing” really means—hint: it’s not just headcount

Whether you're an advisor, a founder, or both, this episode is a gut-check on what it really takes to scale with purpose.

Connect with us below!

• Zach Conway on LinkedIn
• Kelsey McKenna on LinkedIn
• Seeds Investor
• Jamie Hopkins on LinkedIn 
• FinServ Foundation 
• 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.

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The world of alternative investments is opening up like never before, but with new opportunities come big questions. Should your clients invest in farmland? Crypto? Opportunity Zones?

Dr. Craig Lemoine & Ailie Elmore break it down:

- What a liquidity premium really means

- How AI & automation are reshaping wealth management

- The tax advantages of investing in Opportunity Zones

- Why farmland could be a hedge against inflation 

Connect with us below!

• Dr. Craig Lemoine on LinkedIn
• Ailie Elmore on LinkedIn
• The Land & Everything Else Podcast on YouTube
• The Land & Everything Else Podcast on Spotify
• The Land & Everything Else Podcast on Apple Podcasts
• 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.

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In this episode recorded live from Miami, Brodrick and special co-host Jamie Hopkins are joined by John Connell, Co-founder and CEO of Focal, who shares how AI agents are doing more than ever: filling forms, updating CRMs, and giving advisors back up to 15 hours a week.

John says this isn’t about replacing humans. It’s about freeing advisors up to focus on what matters most—their clients.

Connect with us below!

• John Connell on LinkedIn
• Focal
• Jamie Hopkins on LinkedIn
• 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.

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In this episode, Brodrick and special co-host Jamie Hopkins explore what’s really holding financial advisors back—with insight from Brandon McFadden, CWS®, AIF®, MBA , Wealth Director and Vice President at Bryn Mawr Capital Management.

While industry events often focus on better prospecting or marketing tactics, Brandon points to something more foundational: most advisors simply don’t ask for what they need. From clear communication with clients to directly requesting referrals, success often comes down to asking confidently and specifically.

We talk about why communication is the make-or-break skill in financial advising, how to build trust fast, and what it takes to grow a business with intention. If you’re thinking about a future in wealth management, or looking to break through a plateau, this conversation is for you.

Connect with us below!

• Brandon McFadden on LinkedIn
• Jamie Hopkins on LinkedIn
• Bryn Mawr Trust Capital Management
• 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.

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In this episode, we take a look at how artificial intelligence is changing the day-to-day work of financial advisors with Arnulf Hsu, CEO of GReminders. From scheduling meetings to preparing for client conversations, tools like GReminders aim to simplify time-consuming tasks and help advisors stay focused on client service and business growth. But is there a downside to AI assistants?

We discuss how these tools work, what they offer, and what they might mean for the future of client service in wealth management. 

Connect with us below!

• Arnulf Hsu on LinkedIn
• GReminders
• 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 

Vickie Lewin has seen it all—paper files, dial-up, and now AI. With 35 years in finance, she shares how advisors can upgrade tech without getting overwhelmed. Start small, stay consistent, and focus on tools that make life easier for you and your clients. Plus, why AI is like the internet all over again—and why women absolutely belong in this business.

Connect with us below!

• Vickie Lewin on LinkedIn
• Amplify
• 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