The Fintape

Regulations are shaking up financial advice, and Dale Brown isn’t holding back. As CEO of Financial Services Institute, he’s fighting to keep advice accessible for everyday Americans.

In this conversation, Dale breaks down how new rules could disrupt independent advisors, why trust in finance needs rebuilding, and what the future holds for the industry. If you care about financial freedom, this one’s for you!

Connect with us below!

• Dale Brown on LinkedIn
• Financial Services Institute
• Jamie Hopkins on LinkedIn 
• FinServ Foundation 
• Brodrick Lothringer on LinkedIn 

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AI is everywhere, but are you actually ready for it? Devon Drew, Founder & CEO of AssetLink, explains what it takes for advisors and firms to leverage AI effectively. 

Devon breaks down why the future of AI starts with data unification, not algorithms. He shares how most firms are nowhere near ready for true AI adoption and what that means for staying competitive.

You will hear:

• Why AI is useless without clean, unified data
• How AI can supercharge client relationships—without losing the human touch
• What "client relationship intelligence" really means—and why it’s the future of biz dev
• How to start by simply unifying your data
• Why 60% of firms haven’t even begun this process (and the risk of falling behind)

For more insights and resources, check out The MarketCounsel Summit website

Connect with us below!

• Devon Drew on LinkedIn
• AssetLink
• 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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Join us as we chat with Johnny Sandquist as they get real about what’s working—and what’s not—in content marketing today. 

From why most “thought leadership” misses the mark to the debate over AI’s role in content creation, we break down why good marketing is like an index fund (hint: consistency wins). 

We also tackle building community vs. chasing followers, the rise of AI avatars, and how content consumption is already shifting thanks to TikTok and AI search. If you’re serious about creating content that actually connects, this one’s packed with insights (and a few hot takes).

For more insights and resources, check out The MarketCounsel Summit website.

• Johnny Sandquist on Linkedin
• Three Crowns Copywriting and Marketing
• 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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Storytelling shapes the way we connect with our audiences through marketing. With insights from Matt Ackermann, we explore how authentic storytelling builds community and engages viewers.

Key Takeaways:

- The importance of storytelling in marketing

- The role of authenticity in brand connection

- The evolution of content creation in the podcasting era

- Techniques for effective storytelling

- Balancing technology and personal touch

Connect with us below!

• Matt Ackermann on LinkedIn
• Integrated Partners
• 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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On this episode, we discuss the power of community at The MarketCounsel Summit, where finance professionals connect organically and share insights. This conversation touches on the evolution of financial advice and how technology can augment human-centered approaches.

Key Takeaways: 

• Why The MarketCounsel Summit is unique in the finance industry

• Networking as a valuable tool for growth and development

• The significant shift towards personalized financial advice

• How technology and AI are reshaping the advisory landscape

• Strategies for advisors to enhance their marketing and client engagement

For more insights and resources, check out The MarketCounsel Summit's website.

• Tony Stich on LinkedIn
• Tony Stich’s Website
• 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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On this episode we’re joined by Kay Lynn Mayhue, President of Merit Financial Advisors, who shares how continuous improvement (kaizen) drives success. In just four years, Merit completed 29 M&A deals while simultaneously achieving organic growth and talent retention.

Beyond finance, Merit builds a people-first culture, inspired by Southwest Airlines and Chick-fil-A, to enrich both clients and employees. Kay Lynn also dives into project management, digital marketing, and leadership strategies shaping the future of financial advising.

Don’t miss this inside look at Merit's culture!

Connect with us below!

• Kay Lynn Mayhue on LinkedIn
• Merit Financial Advisors
• Merit Financial Advisors on Facebook
• 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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What goes into making a worldwide Top 100 podcast? This episode we’re joined by Michael Batnick, Managing Partner at Ritholtz Wealth Management, to break down the key elements of a successful podcast in the financial space. 

Key Takeaways: 

• Michael’s origin story and the evolution of his podcast

• The importance of authenticity and relatability in connecting with listeners

• Audience feedback and pivoting

• The role of hard work, consistency, and passion in achieving success

Connect with us below!

• Michael Batnick on LinkedIn
• Animal Spirits Podcast on Spotify
• The Compound and Friends Podcast on Spotify
• 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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As the wealth transfer grows, the need for financial advisors to connect meaningfully with younger generations is more important than ever. Our guest Laura Garfield discusses how storytelling and effective video marketing can build engagement, trust, and a lasting impact in financial services.

Key Takeaways:

• The concept of ‘What’s in it for me’ in client storytelling

• Importance of authentic storytelling over self-promotional content

• Performance coaching for advisors to improve on-camera presence

• Engaging millennials and Gen Z through tailored approaches

• Adapting content to the rapidly changing digital landscape

• How advisor personal passions can resonate with target audiences

Connect with us below!

• Laura Garfield on LinkedIn
• Idea Decanter
• 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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Manifest brings cutting-edge change to the 401(k) transfer process, empowering individuals to manage their retirement savings easily. Anuraag Tripathi shares insights on technological innovations, user experience, and the importance of support in achieving financial wellness.

Key takeaways: 

• Manifest's unique plan-to-plan transfer tool for 401(k) accounts

• Enhancing user experience in the transfer process

• Relevance of 401(k) vs. IRA transfers and their benefits

• How Manifest leverages technology and AI to improve services

• Building confidence through strong user support and communication

Connect with us below!

• Anuraag Tripathi on LinkedIn
• Manifest
• 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 explore the critical intersection of healthcare costs and financial security in the workplace. Pat Moore and Jeff Cullen join Brodrick at the Wealth@Wor(k) conference to explain how employer decisions around health benefits can significantly impact employees' financial health, pushing for more informed choices and transparent systems.

We get into: 

• The urgent need for better, optimized health plans for employee retention

• Exploring how healthcare decisions can undermine financial independence

• Employer challenges in navigating healthcare and retirement decisions

• Fiduciary responsibilities introduced by recent legislation

Connect with us below!

• Jeffrey Cullen on LinkedIn
• Pat Moore on LinkedIn
• Pretekt
• Strategic Retirement Partners
• 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