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.
Episodes
40 episodes
Byte-Sized Progress: How Technology Reshapes Financial Advising with Vickie Lewin
Vickie Lewin has seen it all—paper files, dial-up, and now AI. With 35 years in finance, she shares how advisors can upgrade tech without getting overwhelmed. Start small, stay consistent, and focus on tools that make life easier for you and yo...
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35:36
Main Street vs. Wall Street with Dale Brown
Regulations are shaking up financial advice, and Dale Brown isn’t holding back. As CEO of Financial Services Institute, he’s fighting to keep advice accessible for everyday Americans.In this conversation, Dale breaks down how new rules c...
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23:04
The AI Advantage: How to Turn Data into Your Competitive Edge with Devon Drew
AI is everywhere, but are you actually ready for it? Devon Drew, Founder & CEO of AssetLink, explains what it takes for advisors and firms to leverage AI effectively. Devon breaks down why the future of AI starts with data unifi...
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22:27
Thought Leadership vs. Content Marketing: Why Being Provocative Wins with Johnny Sandquist
Join us as we chat with Johnny Sandquist as they get real about what’s working—and what’s not—in content marketing today. From why most “thought leadership” misses the mark to the debate over AI’s role in content creation, we break ...
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41:03
How Storytelling Can Transform Your Marketing Strategy with Matt Ackermann
Storytelling shapes the way we connect with our audiences through marketing. With insights from Matt Ackermann, we explore how authentic storytelling builds community and engages viewers.Key Takeaways:- The importance of storytell...
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26:27
No Shortcuts: Why Marketing, Content, and Community Matter with Tony Stich
On this episode, we discuss the power of community at The MarketCounsel Summit, where finance professionals connect organically and share insights. This conversation touches on the evolution of financial advice and how technology can augment hu...
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31:12
Kaizen and Dynamic Growth with Kay Lynn Mayhue
On this episode we’re joined by Kay Lynn Mayhue, President of Merit Financial Advisors, who shares how continuous improvement (kaizen) drives success. In just four years, Merit completed 29 M&A deals while simultaneously achieving organic g...
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35:12
The Art of a Good Podcast with Michael Batnick
What goes into making a worldwide Top 100 podcast? This episode we’re joined by Michael Batnick, Managing Partner at Ritholtz Wealth Management, to break down the key elements of a successful podcast in the financial space. Key Take...
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33:48
Video Marketing and Storytelling in Financial Services with Laura Garfield
As the wealth transfer grows, the need for financial advisors to connect meaningfully with younger generations is more important than ever. Our guest Laura Garfield discusses how storytelling and effective video marketing can build engagement, ...
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30:33
Streamlining 401k Transfers for a Brighter Retirement with Anuraag Tripathi
Manifest brings cutting-edge change to the 401(k) transfer process, empowering individuals to manage their retirement savings easily. Anuraag Tripathi shares insights on technological innovations, user experience, and the importance of support ...
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20:38
Why Your Employer Health Plan is Failing You with Pat Moore and Jeff Cullen
In this episode, we explore the critical intersection of healthcare costs and financial security in the workplace. Pat Moore and Jeff Cullen join Brodrick at the Wealth@Wor(k) conference to explain how employer decisions around health benefits ...
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29:41
How Much Should You Save For Emergencies? with Sid Pailla
In this episode, we’re talking with Sid Pailla, CEO of Sunny Day Fund. In addition to a lot of sports references and analogies, Sid and Brodrick discuss:• The importance of emergency savings for financial stability• Setting realis...
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16:36
"Financial Literacy" Makes No Sense with Dr. Colin Slabach
Can AI replace your financial advisor? Dr. Colin Slabach, clinical assistant professor at NYU, explains how this is a possibility while sharing his journey from Illinois to NYU. One thing’s for sure, AI couldn’t have generated this ...
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28:35
Cultivating an Impactful Community with Brian Hamburger
In this episode, Brian Hamburger joins us from the MarketCounsel Summit to talk about:Building a supportive communityAddressing key areas often overlooked by financial advisors.Examining future challenges within th...
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25:10
How Are Tech and Data Changing Financial Services? with Tom Rieman
How can financial advisors stay human in a tech-driven world? At the Wealth Management Edge conference, Tom Rieman helps us explore how decision science helps advisors build trust, stand out, and grow. Brodrick shares what clients really want—h...
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27:00
Skating to Sustainable Growth with Rob Madore
What do hockey and wealth management have in common? More than you think. Dive into this episode to discover how lessons from sports shaped a financial career, the surprising impact of "service creep," and practical strategies for building stro...
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21:55
Sibyl Slade on Leaving Your Comfort Zone and Standing Out
In this episode, Sibyl Slade, founder of IntegriVest Wealth Advisors LLC, shares her journey from the Federal Reserve to leading in wealth management. From the Wealth Management EDGE conference, she talks about using networking to promote diver...
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23:28
Kristy Puckett on How to Build a Community with Real Connections
In this episode, Kristy Puckett, National Director of Business Development at RFG Advisory, shares how focusing on genuine relationships in finance can create new opportunities. She talks about the power of community, sincere compliments, and w...
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24:42
Mary Kate Gulick on the Importance of Genuine Branding
In this episode, we talk with Mary Kate Gulick about how messaging, marketing, and community come together in the financial services world. She shares her journey from analyzing data to helping people with financial planning, with a strong focu...
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22:14
Matt Halloran on Authentically Putting Yourself Out There
In this episode, Matt Halloran, co-founder of ProudMouth, joins us to discuss how he empowers financial advisors to share their stories through podcasting. He talks about his journey from working in finance to helping advisors step out of the s...
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21:28
Julie Johnson on Embracing Authenticity and Finding Your Voice
Julie Johnson's journey in finance is all about overcoming challenges and staying true to herself. She faced it all. Her goal? Helping financial advisors build trust and improve communication. Now, through her company XY Communication, she’s fo...
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27:26
Marguerita Cheng on the Intersection of Finance and Social Good
In this episode, we explore how you can align investments with positive social impact without sacrificing returns. Marguerita Cheng, who moderated a recent panel on impact investing, breaks down misconceptions and highlights opportunities in ar...
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14:55
Larry Sprung on Podcasting and Meaningful Connections
In this episode, Larry Sprung, founder of Mitlin Financial, shares how his podcast, "Mitlin Money Mindset," helped him strengthen client relationships, expand his network, and uncover new opportunities. He discusses the real reasons behind star...
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21:46
Bob DePasquale on Transforming Business with Genuine Generosity
In this episode, Bob DePasquale shares how financial advisors can use generosity to strengthen client relationships, grow their business, and find personal fulfillment. He discusses the challenges of ESG practices, the importance of being authe...
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20:58
Andree Mohr on Leadership, Growth, and Technology
Andree Mohr, president of Integrated Partners, talks about her big plans for the company, focusing on growth, technology, and supporting advisors. Andree explains how tools like ChatGPT can help advisors with content marketing and shares tips o...
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21:28