Voice from the Hills

"You should take it personally if you don't get quoted in an article when you spent time engaging on a certain topic. You should want to improve and figure out why it is that you didn't get in the piece. And any good PR team is gonna help you get to the bottom of that and get better the next time out." - Jason Lahita

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Through his own experiences and real-life anecdotes, Jason Lahita uncovers the intricacies of the PR landscape, from mastering the art of storytelling to cultivating transparent and fruitful relationships with the media. Discover the ever-changing media landscape and gain invaluable insights and strategies for navigating the PR game with finesse.

Tune in and unlock the secrets to leveraging media opportunities for ultimate success.

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Jason’s varied skillset includes — but is not limited to — the ability to sell fine wine, fixing US Navy warplanes as an avionics technician, sports and nautical themed metaphors, and a refined understanding of high-quality PR practices acquired over years of experience playing the game.

After working in PR at United Capital Financial Advisors and receiving his MBA from UC Irvine, he started his first PR shop, FiComm Partners, in 2012. For six years, Jason built the company alongside an awesome business partner who had joined in 2014. At the close of those years, the two found that they wanted different things for their small orange business, so Jason departed for his next chapter – starting an actual orange business. Just kidding, although if it had been an orange business, things might have gone differently. Oranges are oranges, after all.

Leaving FiComm in good hands, Jason returned to his roots of working within RIAs in 2018 when he joined Integrated Partners, a fantastic financial firm that reminded him a lot of United Capital. For two years, he ran PR inside this great organization, until one day, it was time for Jason to set forth and start anew in 2020.

And so, StreetCred PR was born, with Integrated Partners as the company’s first client. Soon new clients joined, and then more clients, and a growing team of fantastic people driving the work.

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Join James Werner as he explores the ORIGIN STORY of Voice From the Hills Podcast.

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After almost 40 episodes, it seems only fitting that the story of Voice From the Hills be told through the guests that were on the show.

Voice From the Hills strives to introduce the best and brightest talents in the industry. With each guest, we gain access to his or her unique capabilities and perspectives. The insights gained from the guests helps our audience build and manage their wealth, and help cement their lifelong impact.

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We'd like to give a massive thank you to each and every one of our guests. Be sure to check out all of the guests featured on this episode here:

Adam Singer- AdQuick

Adam Holt- Asset-Map

Aaron Klein- Riskalyze

Brian Portnoy- Shaping Wealth

Dani Fava- Envestnet

Daniel Crosby- Orion Advisor Tech

Denise Shull- The ReThink Group

Dr. David Rhoiney- Surgifi

Dr. James Rusell- Texas Tech University

Emily Binder- WealthVoice

Jake Northrup- Experience Your Wealth

Kelly Waltrich- Intention.ly

Kristin Schmidt- Ria Oasis

Nicole Casperson- WTFINTECH?

Penny Phillips- Journey Strategic Wealth

Perth Tolle- Life + Liberty Indexes

Samantha Russell- FMG

Stephanie Bogan- Limitless

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Voice from the Hills is a podcast that aims to educate its audience on building wealth and achieving financial goals. With the help of industry experts and talented guests, the podcast provides valuable insights and a roadmap for listeners to follow.

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"When you're in your own ecosystem, you can't look at your product or your story from an outside perspective and pick out those really unique and interesting things and spit them back out in a very compelling way... That's why we all need that fractional evangelist, because it's very difficult to evangelize for yourself."

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Diana Cabrices shares the power of marketing evangelists for fintech startups.

• She discusses her "aha moment" realizing a need for her services and becoming an evangelist for fintech companies.
• She explains what she looks for in a company to become a believer and how she transforms a company's message.
• She emphasizes the importance of having an evangelist in a tech company, especially for startups, and how they can reach out to them for help.

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Follow Diana on Twitter.

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Diana is the founder of Diana Cabrices Consulting, and the industry's first Fractional Chief Evangelist. She has spent her entire career generating millions of dollars of company revenue and value via brand evangelism. In her most recent engagement, where she was second — primarily first — to the CEO in presenting all over the country, she helped 10x recurring revenue in 3 short years. 

From the new-tech-in-town to advisor-tech-staple, her strategies helped skyrocket her company’s growth. Evangelizing her brand meant grabbing the company by the horns and making it her number one mission to show up everywhere.

More formally, she's led the charge on varying company functions over the course of her wealthtech career: SMB, mid-market, and enterprise sales, key relationship management, strategic and channel partnerships, and customer success and engagement. Her experience spans the advisor tech gamut, representing technology companies designed to help financial advisors with recruiting, succession planning, M&A, small business benefits, community, marketing, branding, and more. 

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"If you look at every major financial catastrophe, leverage is there, but it's not leverage on its own. It's concentrated leverage. It's using leverage to do two and three times exposure to stocks rather than using leverage to unlock the benefits of diversification."

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On this episode of Voice From the Hills, we discuss various topics related to investing and portfolio management.

• Corey Hoffstein explains how investors often misapply probabilities and trends and introduces the concept of return stacking.
• The conversation touches on asset location and its relationship with tax efficiency, with the importance of considering the vehicles used in the implementation process for maximum tax efficiency.
• The episode also includes personal anecdotes from Hoffstein about his family traditions and values that have served him well in athletic and business endeavors.

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Mentioned in the episode:

Return Stacked Bonds & Managed Futures ETF

Follow Corey on Twitter

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Corey Hoffstein is co-founder and Chief Investment Officer of Newfound Research. Investing at the intersection of quantitative and behavioral finance, Newfound Research is dedicated to helping clients achieve their long-term goals with research-driven, quantitatively-managed portfolios, while simultaneously acknowledging that the quality of the journey is just as important as the destination. At Newfound, Corey is responsible for portfolio management, investment research, strategy development, and communication of the firm’s views to clients. Corey is a frequent speaker on industry panels and contributes to ETF.com, ETF Trends, and Forbes.com’s Great Speculations blog. He was named a 2014 ETF All Star by ETF.com. Corey holds a Master of Science in Computational Finance from Carnegie Mellon University and a Bachelor of Science in Computer Science, cum laude, from Cornell University.

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"Every day that the market is down, your future expected return is going to increase regardless of what asset you're investing into."

On this episode, Dean Rogers and James Werner discuss:

• The origin of the terms "Bull" and "Bear" in the stock market.
• The the concept of yield curve and investing in short-term bonds.
• Including risk-managing alternatives in portfolios for long-term investment.

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Check out Dean's article mentioned in the episode: The Ballad of Bulls & Bears

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Originally from a rural town in southwest Missouri, Dean graduated from Baylor in 2016 with dual-majors in accounting and finance. While at Baylor, Dean was fortunate enough to work as an investment analyst for one of the university’s endowment funds – where he quickly developed a passion for public markets and alternative investment strategies. He then relocated to San Antonio to begin his post-graduate career at USAA, rotating between a number of corporate roles before ultimately moving to Austin and joining Silicon Hills in September 2020.

As Portfolio Management Analyst, Dean is responsible for execution of the firm’s investment program – including securities trading, portfolio design and construction, and subsequent oversight of portfolio performance. Additionally, he is responsible for research and due diligence of public and private investment strategies, as well as ongoing analysis of economic trends for presentation to the firm’s investment committee.

Additionally, Dean was a Founding Partner of Silicon Hills Technologies and hold the following certifications: Series 65 designation, Chartered Financial Analyst (CFA), Certified Internal Auditor (CIA), and Certified Enterprise Analytics Professional (CEAP)

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Listen to our new mini pod, The Stream. The Stream highlights timely updates and information and introduces important ideas and concepts in short but impactful three minute micro pods. You can subscribe separately to The Stream on all podcast platforms or through any Alexa enabled device by simply saying "Alexa, play the latest update from Silicon Hills Wealth". If you'd like to learn more about Silicon Hills wealth and the services we offer, please visit our website here.

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Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested.

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Follow us on socials and thank you for your continued support!

Hosted on Acast. See acast.com/privacy for more information.

Jake Northrup dives into the financial implications of taking a sabbatical and society's shift towards valuing experiences over material possessions.

"Look at this 10 or 15 years down the road. What are you going to remember most? What's most important to you as a family? And a couple?"

On this episode, Jake Northrup and James Werner discuss:

• Jake's decision to go on a once-in-a-lifetime trip to Antarctica instead of using the money to purchase a home.
• The benefits of taking a sabbatical, which include getting out of your routine, maximizing your experiences, and the opportunity for personal growth.
• Tax and financial planning opportunities associated with taking a sabbatical, particularly with regards to income and tax rates.

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Check out Jake's article mentioned in the episode: Sabbatical Financial Planning: Taking Extended Time Off Without Derailing The Career Or Retirement

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If you liked this episode, consider listening to one of our recent episodes Limitless: A Conversation with Stephanie Bogan. Stephanie stresses that success is inextricably tied to our mindset.

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Jake Northrup is the founder of Experience Your Wealth, LLC. They provide virtual, fee-only financial planning services to travel-loving young families who don't buy into the traditional "9-5, work-until-you're-65" concept. They help find the responsible balance between paying down debt, investing for the future, but also experiencing life now.

They're shaking up the financial planning industry by bringing modern, life-centered financial planning advice and personal CFO-level service to their clients. They are completely remote, paperless and meet clients over Zoom with frequent guest appearances from kids, dogs, cats and whatever fun animals that may be around your home.

When he's not wearing his financial planner hat, you can find him traveling around the world with his wife. Some of their favorite trips include include Antarctica, Singapore, Thailand, Vietnam, Egypt, Iceland, Croatia and Greece.

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Listen to our new mini pod, The Stream. The Stream highlights timely updates and information and introduces important ideas and concepts in short but impactful three minute micro pods. You can subscribe separately to The Stream on all podcast platforms or through any Alexa enabled device by simply saying "Alexa, play the latest update from Silicon Hills Wealth". If you'd like to learn more about Silicon Hills wealth and the services we offer, please visit our website here.

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Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested.

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Follow us on socials and thank you for your continued support!

Hosted on Acast. See acast.com/privacy for more information.

Kelly discusses proving your value, nurturing your audience, and transforming your business.

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Check out our new mini pod, The Stream. The stream is highlights timely updates and information and introduces important ideas and concepts in short but impactful three minute micro pods. You can subscribe separately to The Stream on all podcast platforms or through any Alexa enabled device by simply saying "Alexa, play the latest update from Silicon Hills Wealth". If

you'd like to learn more about Silicon Hills wealth and the services we offer, please visit our website here.

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For over 15 years, Intention.ly Co-founder Kelly Waltrich has been championing the role of marketing in the financial services industry. As former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, she proved time and again that there is no better driver of an organization’s growth and overall success than a well-run marketing and communications team. At eMoney and Orion, Waltrich built powerhouse marketing teams from the ground up, developing the engines that would fuel the highest periods of growth for both companies.

She designed the strategy behind several successful rebrands, acquisitions, and product launches—including spearheading the development of two advisor marketing products—while creating unmatched overall brand visibility and helping to turn company executives into industry thought leaders. Through forward-thinking demand generation, PR, and product marketing, Waltrich created a consistent inbound pipeline for both firms, driving CAC down and SOV up.

Intention.ly is the culmination of every lesson Waltrich has learned thus far in her tenure as a marketing disruptor, born from her passion and persistent belief that when it’s done right, marketing is the accelerant financial services firms need to transform their growth trajectory.

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Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested.

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Follow us on socials and thank you for your continued support!

Hosted on Acast. See acast.com/privacy for more information.

Brandon O’Neill shares some great insight on personally impacting your community, involving the next Generation, and making the most of your generosity.

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Brandon's passion is to make charitable giving a part of the financial planning process for more individuals. He is the Charitable Planning Consultant at Fidelity Charitable and serves as a resource to advisors in Texas, Arkansas, Louisiana, New Mexico, Kansas and Oklahoma who seek to deepen client engagement and grow their practice by building charitable giving strategies into their clients’ overall financial and wealth management plans. This includes working with advisors and their clients to strengthen their understanding of the different charitable vehicles, such as donor-advised funds, which can help donors be more strategic in charitable giving and make more of an impact. Fidelity Charitable is an independent public charity and the largest sponsor of donor-advised funds in America. Our mission is to grow the American tradition of philanthropy by providing programs that make giving accessible, simple, and effective. Since 1991, Fidelity Charitable has worked with over 200,000 donors and their advisors to grant $61 Billion to more than 357,000 non-profit organizations across the United States.

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Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested.

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Follow us on socials and thank you for your continued support!

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(0:25) Adam Holt- CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor.

(1:21) Kevin Lozer- Co-Founder of Holistiplan, and Principal/Founder Oakton Financial

(2:50) Aaron Klein- Co-Founder and CEO at Riskalyze

(5:04) Russell James- Professor of Charitable Financial Planning at Texas Tech University

(7:25) Kristen Schmidt- Founder |Tech Strategist & Consultant at RIA Oasis and Fidelity Operations Summit Conference Speaker

(9:50) Susan Mckenna- CEO of eMoney Advisor

(12:11) Closing Remarks with James Werner, Co-Founder of Silicon Hills Wealth Management

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Hosted on Acast. See acast.com/privacy for more information.