Episodes

  • Episode 187: Boost Your Visibility: How Share Scoops Helps Advisors Connect with Clients

    Episode 187: Boost Your Visibility: How Share Scoops Helps Advisors Connect with Clients
    Jan 8 2025
    Augustus Christensen is the founder and CEO of Share Scoops, a comprehensive content creation platform that helps financial professionals create effortless content that attracts and engages clients. Share Scoops Pro Content Suite saves advisors time and strengthens their digital presence through consistent, high-quality content. Users can customize Share Scoops’ endless digestible news and education bites to share social media posts and personalized newsletters in seconds. Before founding Share Scoops, Augustus was an Outsourced Chief Investment Officer advising and managing multi-asset portfolios for endowments, foundations, and institutional family offices at J.P. Morgan. An experienced investor and Certified Financial Educator®, Augustus makes financial news and education more accessible through social media, newsletters, and consumer apps. Augustus sold his first startup to a prominent tech firm after graduating from Georgetown University, where he studied economics and computer science. He lives in New York City with his wife. Listen to this insightful RIA episode with Augustus Christen about boosting your visibility and connecting with clients. Here is what to expect on this week’s show: - How Share Scoops simplifies the process of creating social media posts and newsletters for financial advisors. - Why advisors should transform complex financial news and concepts into digestible content. - How financial advisors often struggle to find the time to create consistent content due to their busy schedules. - Why Share Scoops is designed to be human-centric and emphasizes relatable financial insights for clients. - How Share Scoops enables advisors to share timely updates about market trends and economic changes easily. Connect with Augustus: Links Mentioned: https://www.sharescoops.com/ X, Instagram, TikTok: @sharescoops LinkedIn: linkedin.com/company/share-scoops Learn more about your ad choices. Visit megaphone.fm/adchoices
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    15 mins
  • Episode 186: Unlocking Capital and Expertise: How Solyco Capital Helps Startups Scale

    Episode 186: Unlocking Capital and Expertise: How Solyco Capital Helps Startups Scale
    Jan 1 2025
    Chris Van Dusen is a Senior Partner at Solyco Capital as well as Chief Growth Officer and Partner in 3 exits through Acquisition. Solyco, is a vertically integrated investment firm that delivers capital solutions for late-stage startup and growth companies. They take a private equity approach to venture capital. Solyco builds its portfolio of assets brand by brand - instead of through specific categories. Once the investment is secured, a partner led team is deployed on secondment to work alongside the portfolio company’s executive team. In 2022 Van Dusen joined Solyco. He is the last partner to be brought on by the firm. He manages sourcing of capitalization and serves in CMO and CRO roles for the brands in the portfolio. Listen to this insightful RIA episode with Chris Van Dusen about helping startups scale. Here is what to expect on this week’s show: - How Solyco provides operational support through their Solyco Advisors management consulting firm. - How the team at Solyco is made up of former C-level executives and operators from Fortune 150 companies. - Why Solyco’s investment strategy is industry-agnostic and focuses on finding great companies instead of deploying capital according to strict mandates. - How the firm offers an SEC-registered product featuring a portfolio of 11 companies, allowing investors to see the companies and interact with CEOs. - How Solyco’s investments span a variety of industries, including biotech, industrial manufacturing, and AI. Connect with Chris: Links Mentioned: https://www.solycocapital.com/ LinkedIn: @solycocapital Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 mins
  • Episode 185: The Innovation Junkie’s Blueprint: The Power of Planned Change

    Episode 185: The Innovation Junkie’s Blueprint: The Power of Planned Change
    Dec 18 2024
    Dr. Jeff D. Standridge helps organizations and their leaders generate sustained results in the areas of innovation, strategy, profit growth, organizational effectiveness and leadership. Formerly a Vice President for Acxiom Corporation, he has led established and startup businesses in North & South America, Europe, Asia and the Middle East. Jeff serves as Managing Director for the Conductor, Co-founder of Cadron Capital Partners, and teaches Entrepreneurial Finance & Innovation Leadership in the College of Business at the University of Central Arkansas. Dr. Standridge has been an invited speaker, trainer, and consultant for numerous companies, institutions, and organizations across five continents. He is also a two-time best-selling author of “The Innovator’s Field Guide: Accelerators for Entrepreneurs, Innovators & Change Agents” and “The Top Performer’s Field Guide: Catalysts for Leaders, Innovators & All Who Aspire to Be.” Listen to this insightful RIA episode with Dr. Jeff Standridge about the power of planned change. Here is what to expect on this week’s show: - How using tailored systems can help companies achieve sustained strategic growth. - Why organization discipline is a key challenge for many companies. - How decision frameworks help business owners avoid distractions and focus on growth. - Why Innovation Junkie isn’t just a consulting firm. - How the firm specializes in knowledge-based, scalable businesses in tech, biotech, healthcare, and advanced manufacturing. Connect with Jeff: Links Mentioned: https://innovationjunkie.com/ https://jeffstandridge.com/ Instagram: @innovationpartners @jeff_standridge Facebook: facebook.com/innovationjunkie facebook.com/JSInnovationPartners LinkedIn: linkedin.com/company/innovation-junkie linkedin.com/in/jeffstandridge Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 mins
  • Episode 184: Building a Tax Firm from the Ground Up

    Episode 184: Building a Tax Firm from the Ground Up
    Dec 11 2024
    Joesph Romano assists over 600 small to mid-size businesses and individual clients. For over 20 years, he has been an Advanced Certified QuickBooks ProAdvisor as well as Certified QuickBooks Point-of-Sale advisor and is extremely knowledgeable with most QuickBooks products. Joe previously served on the board of Entrepreneurs Organization of New York as Education Chair and has also served on the board of advisors of a major credit card processing company. He is an active member of the Knights of Columbus and other various charitable organizations. Listen to this insightful RIA episode with Joseph Romano about building a tax firm from the ground up. Here is what to expect on this week’s show: - How networking, speaking engagements, and client referrals fuel business growth. - Why recruiting in accounting can be challenging. - How Romano Tax’s core expertise is helping people legally avoid taxes. - Why Romano Tax emphasizes fairness in tax deductions. - How people and businesses should work with a tax specialist instead of using AI or TurboTax. Connect with Joseph: Links Mentioned: https://romano-tax.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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    14 mins
  • Episode 183: Mastering Life Insurance Distribution for Affluent Clients: The Power of National Brokerage Atlantic

    Episode 183: Mastering Life Insurance Distribution for Affluent Clients: The Power of National Brokerage Atlantic
    Dec 4 2024
    Jimmy Milliron is the President and sole owner of National Brokerage Atlantic (NBA), a leading Brokerage General Agency specializing in life insurance for affluent clients and privately-held companies. Since taking the helm in 2019, Jimmy has driven NBA's growth and strategic vision, offering unmatched expertise and market access for financial professionals. With a robust background in the life insurance industry, Jimmy has collaborated with top-tier life insurance carriers, elite producers, and national banks. He played a key role in creating Life Premium Finance and Advanced Planning divisions at a major bank, closing over $500 million in committed lending and representing over $3 billion in face amounts. Jimmy’s expertise spans life insurance, estate planning, wealth management, and advising privately-held businesses. Under his leadership, NBA provides industry-leading insurers, underwriting, back-office support, and advanced market solutions, serving affluent U.S. and international clients. Listen to this insightful RIA episode with Jimmy Milliron about mastering life insurance distribution for affluent clients. Here is what to expect on this week’s show: - How NBA specializes in life insurance distribution for financial advisors serving affluent national and international clients. - How NBA is known for its emphasis on underwriting and case management, offering white-glove service to advisors and clients. - Why NBA works with financial advisors across various firm sizes, from small RIAs to larger specialized groups. - How NBA offers solutions for businesses looking to retain, reward, and recruit talent through life insurance-funded executive compensation plans. - How life insurance is a relationship-driven industry, especially for large, complex cases. Connect with Jimmy: Links Mentioned: https://nbatlantic.com/ Instagram: @nationalbrokerageatlantic LinkedIn: linkedin.com/company/nationalbrokerageatlantic Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 mins
  • Episode 182: Navigating Financial Crime Compliance with AI

    Episode 182: Navigating Financial Crime Compliance with AI
    Nov 27 2024
    An academic-turned-practitioner, Michelle Frasher, PhD, CAMS brings over 20 years of subject expertise in geopolitics, finance, terrorism, and data privacy with leadership experience in leading multi-disciplinary teams to build AML/CFT and Sanctions compliance products and services for a global clientele. She is currently the Head of Compliance and Regulatory Strategy at the AI regulatory technology firm, Silent Eight, and previously held key leadership positions at LexisNexis Risk Solutions as Director of Global Content for WorldCompliance, and Sr. Director of Financial Crime Compliance Practice at Moody’s Analytics, where she led program implementation, regulatory analysis and engagement, product development, and client consultations on best practices across multiple business lines and sectors. An experienced speaker and author, Dr. Frasher’s work has been featured in Harvard Business Review, American Banker, CoinDesk’s Consensus, and SWIFT’s Sibos, among others. She is an expert with the EU AML/CFT Global Facility on Beneficial Ownership, Privacy and Data Sharing, an external analyst with Oxford Analytica, a Forbes Business Council Member, and a standing member of the Privacy Research Group at the NYU School of Law. Frasher earned a PhD in history focusing on International Political Economy from Texas A&M University, holds multiple MA and BA degrees in political science, history, and foreign languages, and is a Certified Anti-Money Laundering Specialist. In 2014, she was Fulbright-Schuman Scholar to Belgium and Malta (sponsored by the US State Department and European Commission) on US-EU financial data sharing for transatlantic counter-terrorism cooperation. Listen to this insightful RIA episode with Dr. Michelle Frasher about navigating financial crime compliance with AI. Here is what to expect on this week’s show: - How Silent Eight uses human-centered and explainable AI to help global banks detect and manage risks related to money laundering, financing terrorism, and sanctions. - How Silent Eight’s AI solutions provide a comprehensive audit trail, ensuring transparency and regulatory compliance. - Why it’s critical to translate complex regulations into actionable policies and procedures for financial institutions. - How the new AML/CFT regulatory rules for RIAs take effect on January 1st, 2026, with significant implications for the industry. - How the evolving regulatory environment underscores the need for RIAs to enhance their compliance procedures and staff training. Connect with Dr. Frasher: Links Mentioned: https://www.silenteight.com/ X: @_SilentEight LinkedIn: linkedin.com/company/silenteight Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 mins
  • Episode 181: Building a Global Residential Credit Empire: The Palisades Story

    Episode 181: Building a Global Residential Credit Empire: The Palisades Story
    Nov 20 2024
    Hasseeb Rahman is Portfolio Manager at The Palisades Group and has been with the Firm since 2014. He is responsible for overseeing the deployment and management of various fund strategies and vehicles, ensuring their effective implementation. As co-leader of the Portfolio Management Team, Mr. Rahman plays a vital role in shaping and executing the Firm's investment strategy. Additionally, he has been actively involved in all aspects of People Operations at the Firm. Prior to joining Palisades, Mr. Rahman worked as a Senior Analyst in the Investment Banking Division at Raymond James. During his tenure there, he executed transactions within the Financial Institutions Group, focusing on the Asset Management, Banks, and Insurance sectors. Mr. Rahman's transaction experience includes advisory services for private equity and debt placements, sell-side and buy-side advisory, as well as public debt and equity transactions. He earned a BA in Applied Mathematics from Washington University in St. Louis. Listen to this insightful RIA episode with Haseeb Rahman about building a global residential credit empire. Here is what to expect on this week’s show: - How Palisades operates with two main business verticals: advisory services for large institutions and discretionary capital vehicles. - How Palisades’ funds are structured as close-end private equity-style vehicles with typical investment periods of 2-3 years and harvesting periods of 3-4 years. - Why Palisades may explore more permanent capital vehicles in the future, like open-ended evergreen funds. - How Palisades’ growth has not been linear and faced challenges before scaling through effective use of data and technology. - How the shift in the housing market has allowed Palisades to grow in a more predictable manner. Connect with Haseeb: Links Mentioned: https://www.palisades.us.com/ X: @palisades_group LinkedIn: linkedin.com/company/the-palisades-group-llc Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 mins
  • Episode 180: Your Future is Now: Lessons in Wealth Management

    Episode 180: Your Future is Now: Lessons in Wealth Management
    Nov 13 2024
    With almost twenty-five years of experience as a financial advising professional, Jeffrey Panik, MSFS, CFP® knows that his job is to help clients strike a balance between living well today and planning for the future. Throughout his career, Jeff has worked with hundreds of families, individuals, and small businesses to help them set goals, strategically manage their assets, and work toward achieving their dreams. The first in his family to attend college, Jeff believes it is imperative to start the discussion of financial literacy early to best prepare for financial success throughout life. Jeff served in the US Army after college, which, as part of his service agreement, paid the student loans he had accrued. He was honorably discharged and began working as a Financial Advisor trainee at a large brokerage firm. Though Jeff grew up in Southwestern Pennsylvania, he has lived in the Atlanta area for two decades. Jeff and his wife Rebecca currently live in Atlanta, Georgia. When he isn’t working, Jeff enjoys spending time with family, traveling, reading, and all types of sports. Listen to this insightful RIA episode with Jeffrey Panik about lessons in wealth management. Here is what to expect on this week’s show: - How the financial industry has shifted from proprietary products to a client-first approach. - Why it’s critical to stay ahead of technological changes in the industry. - How 95% of heirs lose inherited wealth because they lack financial education and literacy. - Why lifelong learning and continued education are crucial to add value for clients and to stay relevant. - How it can be difficult to stay ahead of technological advances while maintaining a personal touch with clients. Connect with Jeffrey: Links Mentioned: https://jeffreypanik.com/ Instagram: @yourfutureisnow12 Facebook: https://www.facebook.com/profile.php?id=61561132010284 Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 mins