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 • 46 episodes
The Fintape
Latest Episodes
Why Relationships Drive Success with Kelly Gallimore
In this episode of The Fintape, Brodrick sits down with Kelly Gallimore, ChFC®, CES®, a former bank teller turned advisory firm co-founder and now Culture Officer at Merit Financial Advisors.Kelly’s journey is anything but linear—and tha...
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28:11
Good Service Over Good Performance with Seeds Investor
In this episode of The Fintape, we get real about what it takes to grow—and why most advisory firms get stuck. Brodrick and Jamie are joined by Zach Conway and Kelsey McKenna of Seeds Investor to unpack the hard truth: clients don’t stay for pe...
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35:46
Land, Crypto, and Beyond with Dr. Craig Lemoine and Ailie Elmore
The world of alternative investments is opening up like never before, but with new opportunities come big questions. Should your clients invest in farmland? Crypto? Opportunity Zones?Dr. Craig Lemoine & Ailie Elmore break it down:
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42:56
Security, Privacy, and Productivity in AI with John Connell
In this episode recorded live from Miami, Brodrick and special co-host Jamie Hopkins are joined by John Connell, Co-founder and CEO of Focal, who shares how AI agents are doing more than ever: filling forms, updating CRMs, and giving advisors b...
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25:58
The One Skill Financial Advisors Shouldn't Ignore with Brandon McFadden
In this episode, Brodrick and special co-host Jamie Hopkins explore what’s really holding financial advisors back—with insight from Brandon McFadden, CWS®, AIF®, MBA , Wealth Director and Vice President at Bryn Mawr Capital Management.W...
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33:05