Financial Health Network’s Post

Great leaders share visionary ideas, and then inspire organizations and stakeholders to find a way to get there. Get to know Brian and his financial health journey in the newest episode of our hashtag #EMERGEEverywhere hashtag #podcast: https://hubs.li/Q02BKmPt0

Click on the link below to listen to an interesting podcast highlighting the themes set to define the next decade, with insights and observations from our chief economist @Paul Donovan, Kiran Ganesh, Antoinette Zuidweg and Tony Petrov. #investmentmanagement #privatebanking #UHNW #familyoffice

I was reflecting today on how much fun it is to do the Deep Dive Podcast, because it gives me a chance to talk to awesome people. Thanks to the 12 guests we had this year handling some of the financial industry's most important topics: 1. Capital formation in today's market is paramount. If you don't have the right capital partner, you are dead. Some of the best minds joined us on this topic: Ryan Parker, Peter Raimondi, Dave Fulton, CFA, Kurt Miscinski, Jeff Concepcion, Karl Heckenberg. 2. Can't thank Libet Anderson, CIMA®, David Peacock and Maria Daley, CFP(r) enough for talking through the business model of the future. More services at scale will lead to more clients and less margin compression. 3. The intersection of retirement and retail wealth management is one of the most interesting themes out there and there's nobody better to talk about it than Scott Colangelo. I received some nasty messages for calling his golf game sh**. We have business partners in Jersey, I guess they've rubbed off on me. 4. We had Matt Radgowski and Dobbs Ackermann on talking about how to differentiate portfolios for advisors. Basic models won't work in the long run. If you haven't checked out the podcast, as you are bored (and I mean really bored) over the holidays, I encourage you to check it. If you have topics or guest ideas for 2024, please let me know. I hope you have a great holiday season and as we always say...we'll see you next time on the Deep Dive!

Change requires bold leadership... John Kinney shares why the banking industry is adopting #PACE in the United States. #financialeducation #ESG #Leadership What you need to know about this financial revolution 👇 Subscribe to the podcast here: https://anchor.fmrealleaders

How is the push for digital experiences and regulation changing business interactions? Bruno Mellado discusses the changes in business interactions driven by the growing demand for digital experiences in the ever-evolving digital and regulatory space. Don't miss out on this episode with Bruno Mellado to gain valuable insights and learn how BNP Paribas is navigating the dynamic landscape to help its clients. 🎧 Tune in now to the Corporate Treasury 101 podcast and explore more!  ----------------------------------------------------------------------------------- #CorporateTreasury101 #CT101  #treasury #podcast #finance

In the latest podcast episode of Retire in Texas, CEO of PAX Financial, Darryl Lyons talks through the twenty key qualities that are oftentimes associated with ‘poor’ individuals. Darryl explains how being poor is a state of mind that becomes your outcome when you continuously think that way. While financial setbacks are a part of life, the way you think about money and your financial future has an impact on your future. By shifting your mindset, you can change your habits and take proactive steps toward financial wellness. It’s not just about having money: it’s about cultivating the right habits to keep growing it. Listen to the full episode below to uncover the strategies for overcoming financial challenges and adopting a positive financial mindset. https://ow.ly/9iwl50SzBou #PAXFinancialGroup #RetireInTexas #DarrylLyons #SanAntonioTexas #Texas #MindsetMatters #FinancialFreedom #FinancialResponsibility

Unlocking Financial Freedom: The Uptick Partners Approach Discover how Uptick Partners empowers individuals to join as partners and achieve financial independence. Learn why our affordable business model and community-driven vision make us the ideal choice for those seeking control over their investments. Subscribe to our podcast and learn more: https://bit.ly/4bgvl9Y #FinancialFreedom #UptickPartners #InvestmentOpportunities #AffordableBusinessModel #CommunityDriven #FinancialIndependence #PartnershipOpportunities #ControlOverInvestments #BuildingWealth #InvestorCommunity

Watch this month’s Meeder Private Wealth Monthly Insights podcast for insights around August panic, the next move by the Fed, and sticking to the long-term plan with no signs of a recession. Subscribe and stay abreast of the affluent investors’ landscape and personalized wealth management strategies: https://bit.ly/46ZApyu #PrivateWealth #MonthlyInsights #HNWAdvisors #WithYouForYou

Are you up for a podcast guesting opportunity? The Behind the Vault Podcast hosted by Mindspan Systems' CEO, Rich Edwards, is seeking guests to interview for the show. 🏦 Are you the CEO, president, regional president, CMO or SVP of Marketing in a company that offers banking or financial services? 💰 Do you have less than $10B in assets? Did you answer "yes" to these two questions? You may be a good fit for the show. Check out the full requirements and submit your application here: https://lnkd.in/gqv44t72 And if you have someone in your network who could be a great recommendation for the show, please share the post with them or tag them in the comments. #UpMyInfluence #Podcast #Banking #Financial #BeaGuest #FindaGuest

In pursuit of perfection, is 2024 the year to make a real difference – both for clients and for advisers? Five years on from the final report of the Financial Services Royal Commission, and the Quality of Advice Review perhaps the last piece to be delivered upon for the financial planning community, this podcast looks at some of the change that is on the horizon for 2024, both for your clients and the way you provide your advice. Listen now: https://lnkd.in/gymTc_xf #BTAcademy #FinancialAdvisers