The Fintape
Welcome to The Fintape, a show where we highlight some of the biggest hits in Finance. Each episode, our host Brodrick Lothringer brings in thought leaders to share their insights on best practices for leveraging technology, boosting financial literacy, adopting new marketing strategies, and implementing disruptive practices within financial services.
So, grab your headphones, it's time to rock out to The Fintape.
Podcasting since 2024 • 52 episodes
The Fintape
Latest Episodes
Authenticity Over Algorithms: Mark Newfield on Building a Practice That Lasts
In this episode, Brodrick talks with Mark Newfield, CFP(R) RICP(R), of Journey Strategic Wealth about why authenticity is the ultimate business development strategy.Mark’s story defies the odds: from auto mechanic, to Accenture consultan...
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26:59
Why Advisors Have Turned From Hunters to Farmers with Jim Gold
Brodrick and Eric sat down with Jim Gold, co-founder of Steward Partners, to talk about the one thing every advisor knows they should deal with… but most kick down the road anyway: succession.Advisors used to be hunters, now they’re farm...
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18:01
What to Do When Growth Becomes the Problem with Michael Kitces
In this episode of The Fintape, Brodrick and Eric talk with Michael Kitces about a surprising challenge—the moment when growth becomes the problem.Kitces explains why what most firms call a “talent gap” is really a “training gap,” and ho...
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30:46
Cowboy Ethics in Modern Wealth Management with JC Abusaid
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.<...
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22:38
Run Into the Fire: Embracing AI and Data in Wealth Management with Jud Mackrill
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.Wit...
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23:32