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
52 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
How to Help Keep Clients for Life: Dr. Jordan Hutchison on Niche, Clients, and Tech
In this episode of The Fintape, Brodrick talks with Dr. Jordan Hutchison, Vice President of Technology and Operations at RFG Advisory, about how advisors can grow faster by focusing on a niche, building stronger client relationships, and using ...
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28:12
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
Time is Money: AI's True Potential in Wealth Management with Arnulf Hsu
In this episode, we take a look at how artificial intelligence is changing the day-to-day work of financial advisors with Arnulf Hsu, CEO of GReminders. From scheduling meetings to preparing for client conversations, tools like GReminders aim t...
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26:42
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