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.
The Fintape
Latest Episodes
Eric Franklin's Amazon Playbook for Building a Wealth Management Firm
What if the real risk in adopting AI isn't the technology itself, but forgetting whose voice is supposed to be behind it?Brodrick Lothringer sat down with Eric Franklin, managing principal of a wealth management firm built entirely by fo...
Active Listening Is a Lie: Matt Halloran on AI, Trust, and the Future of Financial Advice
Have you ever nodded along in a meeting, made all the right eye contact, and still had no idea what was actually said?Brodrick Lothringer sat down with Matt Halloran, Chief Evangelist at Zocks, at Wealth Management Edge in Boca Raton to ...
The Do’s, Don’ts, and Disasters of Financial Conferences with Dr. Craig Lemoine
Have you ever been to a wealth management conference that felt more like a marathon than a meeting?Brodrick Lothringer and Dr. Craig Lemoine sat down to talk about what really makes a great industry event, from the sessions that actually...
Taking Care of Business with Shannon Spotswood
Shannon Spotswood has a story that doesn’t fit in a straight line—and that’s exactly what makes it good. From hedge funds and IPOs to launching a kids’ clothing brand out of her garage, and now leading RFG Advisory, she’s been building things h...
Integrity, AI & The Future of Advice with Suzanne Siracuse
Suzanne Siracuse has seen this industry in every shade; back when “advice” was a stock tip over lunch, through the print-to-digital chaos, and into today’s AI-everywhere landscape. She didn’t just watch it happen. She helped shape it.In ...