The Fintape

In this episode, we explore how you can align investments with positive social impact without sacrificing returns. Marguerita Cheng, who moderated a recent panel on impact investing, breaks down misconceptions and highlights opportunities in areas like carbon shares and climate change. We also dive into her passion for financial advice, aiming to leave the industry better for future generations. Plus, she shares insights from her podcasting journey, blending personal finance with fun through "Margaritas with Marguerita" and the business-focused "Money Minute." Tune in for a fun mix of professional insights and personal stories!

Connect with us below!

• Marguerita Cheng on LinkedIn
• Blue Ocean Global Wealth
• Brodrick Lothringer on LinkedIn 

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

In this episode, Larry Sprung, founder of Mitlin Financial, shares how his podcast, "Mitlin Money Mindset," helped him strengthen client relationships, expand his network, and uncover new opportunities. He discusses the real reasons behind starting his podcast and how it has boosted both his personal and professional life.

Larry also offers tips on balancing solo episodes and interviews with athletes, mental health experts, and entrepreneurs, while managing time to keep content fresh. He shares insights on how podcasting can enhance your financial planning business and deliver unexpected rewards.

Connect with us below!

• Larry Sprung on LinkedIn
• Mitlin Financial
• Brodrick Lothringer on LinkedIn 

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

In this episode, Bob DePasquale shares how financial advisors can use generosity to strengthen client relationships, grow their business, and find personal fulfillment. He discusses the challenges of ESG practices, the importance of being authentic, and offers simple tips for busy business owners on incorporating generosity into their lives. From supporting meaningful causes to creating a positive work environment, Bob’s insights show how generosity can lead to both personal and professional success.

Connect with us below!

• Bob DePasquale on LinkedIn
• BobDePasquale.com
• Brodrick Lothringer on LinkedIn 

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

Andree Mohr, president of Integrated Partners, talks about her big plans for the company, focusing on growth, technology, and supporting advisors. Andree explains how tools like ChatGPT can help advisors with content marketing and shares tips on balancing AI with personal creativity. Inspired by Tom Brady’s drive, this episode is full of practical advice and motivating stories for success in business.

Connect with us below!

• Andree Mohr on LinkedIn
• Integrated Partners
• Brodrick Lothringer on LinkedIn 

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

Shannon Rosic, Director of Wealthstack Content and Solutions at Informa, shares tips on how to stand out in wealth management by building real connections and staying up-to-date with industry trends. She talks about the Wealth Management Edge Conference and how it offers great networking and insights. 

Shannon also shares fun stories, including her love for the Kansas City Chiefs and a funny encounter with the Miami Dolphins coach. This episode highlights the importance of being authentic in finance and creative ways to connect with clients, like cooking together or even singing karaoke.

Connect with us below!

• Shannon Rosic on LinkedIn
• Informa
• Wealth Management EDGE
• Brodrick Lothringer on LinkedIn 

Got something to say? Let's make sure the world hears it! At PodPony, we bring the expertise to help you create a podcast that stands out. Head over to podpony.com and let’s turn your ideas into the podcast everyone’s talking about!

Join us as Diana Cabrices shares her journey from a career in financial tech to starting her own consulting firm. Hear about the challenges of entrepreneurship, the power of creating customer-focused content, and how AI is changing marketing. Learn why authenticity is key and get tips for building your media presence in the tech world.

Connect with us below!

• Diana Cabrices on LinkedIn
• Brodrick Lothringer on LinkedIn 

How is artificial intelligence (AI) shaping the future of finance? This week, Jaci Stanton, Managing Director at F2 Strategy, joins “The Weekly Fintape.” Together, we discuss AI’s role in enhancing financial advisors’ efficiency and personalizing client experiences.

Drawing parallels to familiar platforms like Google and Netflix, we examine the delicate balance between embracing technological advancements and preserving authentic human connections in financial planning. Jaci shares her insights on the passion driving financial advising, focusing on providing stability and education to clients.

The episode wraps up on a light-hearted note with a nostalgic discussion about the Rocky IV soundtrack as a metaphor for career highs and lows, and a delightful personal story about meeting Carl Weathers. Tune in for an episode that blends finance, technology, and human connection!

Connect with us below!

• Jaci Stanton on LinkedIn
• F2 Strategy

Brodrick Lothringer on LinkedIn

Ever wondered how financial services could better serve their customers by truly understanding their needs and values? This week, Marla Sofer, the visionary founder and CEO of Knomee, joins “The Weekly Fintape.” With experience at JP Morgan, BlackRock, and Microsoft, Marla shares insights on transforming the industry.

Marla addresses financial stress, especially among women, and how the industry can shift from pushing products to creating personalized solutions. She discusses data ownership and trust-building, emphasizing the need for high-quality data from clients.

Discover the concept of self-sovereign identity and its impact on financial health. Marla explains how Knomee empowers consumers with data control and the importance of niche marketing. Learn how Knomee’s user-verified data is revolutionizing financial products and services.

Tune in to learn more about the future of financial services.

Connect with us below!

• Marla Sofer on LinkedIn
• Knowmee
• Brodrick Lothringer on LinkedIn 

This week, Cameo Roberson, Founder and CEO of Atlas Park Consulting, joins “The Weekly Fintape” and shares her strategies for creating structure in the midst of rapid growth, by establishing repeatable processes, strategic hiring, and effective team management. Cameo also offers invaluable advice on how to stay emotionally available for your team and understand their individual needs and goals.

This episode uncovers Cameo’s personal journey in the financial services industry, overcoming significant challenges as a Black woman in a predominantly white male space. After pivoting to operations and entrepreneurship to launch her own successful business, Cameo discusses the importance of human-first financial planning, an area where women advisors often excel.

Don't miss Cameo's insights on how to improve operational efficiencies and where to find resources to elevate your practice.

Connect with us below!

• Cameo Roberson on LinkedIn
• Atlas Park Consulting
• Brodrick Lothringer on LinkedIn 

This week, Laine Schoneberger and Wendy Kay Avery from Yrefy join “The Weekly Fintape” to discuss how Yrefy is transforming the landscape of private student loan debt. They shed light on their innovative approach to refinancing distressed student loans, explaining how Yrefy offers borrowers a path to financial stability with fixed interest rates and tailored payment plans.

This episode uncovers the challenges faced by borrowers, the impact of student loan debt on families, and the importance of finding sustainable solutions. Laine and Wendy share heartfelt borrower stories and discuss how Yrefy’s mission aligns with the needs of both investors and borrowers.

Tune in to learn about the human side of student loan refinancing!

Connect with us below!

• Laine Schoneberger on LinkedIn
• Wendy Kay Avery on LinkedIn
• Yrefy.com
• Brodrick Lothringer on LinkedIn