The Mindful Advisor with Ashley Cardini
Season 1 | Episode 16 We connected with Matt Halloran of ProudMouth, our partner in creating the first end to end advisor podcasting solutio...
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The Mindful Advisor with Ashley Cardini
Season 1 | Episode 16 We connected with Matt Halloran of ProudMouth, our partner in creating the first end to end advisor podcasting solution, to discuss our shared love of podcast...
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Disrupting the Custody Space with Pete Dorsey
Season 1 | Episode 15 We connected with Matt Halloran of ProudMouth, our partner in creating the first end to end advisor podcasting solutio...
Rocking Video + Building a Disruptor Brand with Wistia Co-Founders
Season 1 | Episode 14 Chris Savage and Brendan Schwartz are the cofounders of Wistia – what we call “the cooler, business version of YouTube...
Coaching for the Advisor of Tomorrow with Arlene Moss and Carolyn Dalle-Molle
Season 1 | Episode 13 Arlene Moss and Carolyn Dalle-Molle are coaches at XY Planning Network. Arlene and Carolyn work directly with advisors...
Embracing a Mindset of Experimentation with Wes Kao
Season 1 | Episode 12 Wes Kao is the previous co-founder of altMBA that she built alongside Seth Godin, and has now teamed up with one of th...
Pursuing Independence to Serve Special Needs with Matthew Ricks
Season 1 | Episode 11 Matthew Ricks is the President of Haystack Financial Planning, a modern RIA that focuses exclusively on serving the di...
Video, Money, Mistakes + Going Viral with Adam Lisagor
Season 1 | Episode 10 Adam Lisagor is the founder of Sandwich and lead in some of your favorite commercials for brands including Slack, Warb...
Dare to Dream with Anna N'jie-Konte
Season 1 | Episode 9 Anna N’Jie-Konte, founder of Dare to Dream Financial Planning, has dedicated her career to making financial advice more...
Changing Money Stories with Georgia Lee Hussey
Season 1 | Episode 7 Georgia Lee Hussey is the founder and CEO of Modernist Financial a B-Corp RIA with a $1M client minimum.
What it means to be a HUMAN CEO with Toussaint Bailey
Season 1 | Episode 6 Toussaint Bailey is the CEO of Enso Wealth and the Founder of the Just Listen Project. In this episode Toussaint shares...
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