Join host Sam Kilmer, fintech advisor, in unscripted conversations with top fintech industry leaders. No planned corporate talking points, no scripts, no pitches. Just useful advice and insights. To keep it lively, Sam often brings co-hosts like author/researcher Ron Shevlin, former American Banker editor Mary Wisniewski, and former Bank Director President Al Dominick.
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Money isn’t Everything explores the many ways fintech is changing what it means to be a bank or credit union. Host Mary Wisniewski, Cornerstone's editor-at-large and long-time fintech reporter, interviews early-stage startups, academics, and creative fintech thinkers, on how they're rewriting financial services. Listen every other Thursday morning. Expect laughter.
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Plugged In brings you raw, honest takes on all things in the banking industry. That means you aren’t going to get some buzzword-filled, cliche podcast – you’re getting an unfiltered look into topics in the financial world no one else is talking about. Your hosts, Al Dominick and Steve Williams, will talk to top players in the industry about what matters now, and what will shape the future. To groove along with Al and Steve's song references each episode, check out the official Plugged In Spo ...
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What's Going On In Banking brings you the latest in Banking, Finance, and Fintech with insights and commentary from industry leaders, and breaking news as it happens. Host Ron Shevlin is the Chief Research Officer for Cornerstone Advisors, Forbes Contributor, and author of the "What's Going On In Banking" Annual Report.
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Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!
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Welcome to the Leveraging Thought Leadership podcast, a beacon illuminating the paths and possibilities of thought leadership. With your guides, Peter Winick and Bill Sherman, we will embark on a journey into a captivating world where ideas converge with strategy and insight. Where will thought leadership take you? In each episode, we engage with thought leaders from diverse backgrounds. Whether it’s professional keynote speaking, writing your own thought leadership book, investigating the n ...
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Known for making the complex simple, the cornerstone of Manisha Thakor’s work is a concept she calls “MoneyZen,” a joy-based approach to personal finance rooted in simplicity, freedom and abundance. As the Director of Wealth Strategies for Women at Buckingham and the BAM ALLIANCE, and the co-author of two critically acclaimed personal finance books for women, Manisha is an ardent financial literacy advocate. As a member of the firm’s investment policy committee, Manisha is passionate about i ...
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Money and Me Financial insights that add to your wealth. Money and Me (https://moneyandme.pgimindiamf.com (https://moneyandme.pgimindiamf.com/) ) is an investor awareness initiative by PGIM India Mutual Fund. From Gen Z to retirees, the website offers tailored insights for each persona to help you save, manage household budget, secure your family through insurance and invest as per your life goals. We aim to help investors to take financial decisions, pursue their passion, and achieve their ...
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one’s business and life. To our advantage, we can find King Solomon’s financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the “get-rich-quick” schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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The Future of Security in Fintech with Parilee Wang, Charles Potts & Joe Cody
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In this episode of the Fintech Hustle podcast, host Sam Kilmer and co-host Mary Wisniewski sit down with guests Parilee Wang (Alloy), Charles Potts (ICBA, BankTech Ventures), and Joe Cody (Q2) to chat about the exciting world of fintech. They dive into what a typical day looks like for fintech pros, how banking and tech are blending, and why respon…
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Mastering the Pitch: How to Capture Attention and Persuade with Purpose | Joanne Tombrakos | 601
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What does it take to grab your audience’s attention in the first few seconds? Bill Sherman explores the art of pitching with Joanne Tombrakos, storyteller, marketing strategist, NYU professor, podcaster and writer. and expert in crafting powerful messages. Joanne breaks down the misconception that pitching is just about selling. Whether you're sell…
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Is Financial Therapy the Next Frontier in Banking?
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Send us a text The emotional side of money is an emerging area of interest for fintech and digital banking executives. On today’s show, Mary sits down with Lindsay Bryan-Podvin, who among other titles, is a financial therapist. In fact, through December 2024, Lindsay is working as Cash App’s financial therapist. Lindsay talks with Mary about the ne…
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The Real Profit Behind Business Books: Key Findings from 350+ Authors | Peter Winick + Bill Sherman | 600
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What’s the ROI of a business book? Peter Winick and Bill Sherman dive into this game-changing question in the latest episode of Leveraging Thought Leadership. Partnering with industry giants like Gotham Ghostwriters, Amplify Publishing Group, and Smith Publicity, they’ve launched the most comprehensive study on the ROI of business books to date. Ov…
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124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas
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Here’s the outline for most review meetings with long-time clients: How is life? How is the family? Any major changes or updates? Here’s your situation. Everything looks good. See you next year. And, that’s not bad. But there’s a better way. It’s called a “Re-Discovery” meeting. And, not only, does it keep your clients engaged while reinforcing you…
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The Journey from Academia to Impact | Neri Karra Sillaman | 599
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What happens when your toughest challenges become your biggest opportunities? On this episode of Leveraging Thought Leadership, host Bill Sherman dives deep with Neri Karra Sillaman—an Entrepreneurship Expert, TEDx Speaker, and Professor at ESCP Business School—about how her early life as a refugee set her on a path to becoming a thought leader and…
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123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek
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Financial advisors are on the front lines of bad news. Your entire business is filled with clients who have either experienced grief or will experience grief at some point in their lives. When that time comes, you’ll often be one of the first people they talk to. And, unfortunately, we aren’t naturally “grief-literate.” We feel awkward, don’t know …
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Inside Detroit Fintech: Rethinking Value with Ben Maxim
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Send us a text In September, the Reseda Group held a fintech summit in Detroit, showcasing a range of technology designed to improve credit unions’ products and services. Mary emcee-ed the event. In this episode, Ben Maxim (the chief operating officer at the Reseda Group) chats with Mary about the flavorful themes that emerged during the Detroit ev…
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Empowering Changemakers to Embrace New Approaches | Heather Hiscox | 598
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What if the way we approach change is broken? Would you try something new? Or stick to what you know? In this episode of Leveraging Thought Leadership, host Peter Winick sits down with Heather Hiscox, founder and CEO of Pause for Change and author of No More Status Quo: A Proven Framework to Change the Way We Change the World. Heather shares her jo…
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Ep 34: Banking Is Gonna Make You Sweat
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Today on the show, Steve quizzes Al on the hottest topics discussed at the recent Association for Financial Technology Fall Summit held in Palm Springs. Among them: the Federal Reserve’s rate cut and what it could mean for regional banks, mounting regulatory fintech issues, holes in talent pipeline and whether branches are going extinct in the next…
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Insights from the AFT Fall Summit // Sarah Fankhauser, Melissa Kopp, Jacob Bouer
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In this episode of the FinTech Hustle podcast, host Sam Kilmer and co-host Al Dominick engage with industry leaders Melissa Kopp (Neural Payments), Sarah Fankhauser (DCI), and Jacob Bouer (Array) at the AFT Fall Summit. The conversation explores their daily experiences in the FinTech sector, insights gained from the conference, especially from Apri…
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From Claims to Fairytales: How to Write for Different Audiences | Chantal Roberts | 597
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How do you turn technical expertise into a story that captures everyone’s attention? Today, host Bill Sherman sits down with Chantal Roberts, an insurance expert and professor at The Borough of Manhattan Community College in New York., to discuss her unique journey as an author of two distinct books. One caters to insurance professionals, and the o…
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Ep 33: Lake City's Secret Sauce // CEO David Findlay
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Lake City Bank has managed to grow its book value per share even amid some of the thorniest industry challenges. David Findlay, Chairman and CEO of Lake City Bank, talks to Al and Steve about why the bank is creating an innovation and tech center in Indiana, the significance of elevating the retail banker role and the importance of community outrea…
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Reclaiming Your Rights: How Authors Can Take Control in a Shifting Publishing Landscape | Michael Jenet | 596
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What happens when your publisher holds your book hostage? In this episode of Leveraging Thought Leadership, Bill Sherman speaks with Michael Jenet, author of "Ask: The Questions to Empower Your Life" and founder of Journey Institute Press, about his grueling battle to reclaim the rights to his books after a new publisher took control. Michael’s sto…
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The Retention Perk That Also Improves Financial Health
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Send us a text A 2024 policy shift is letting employees offer a newer kind of perk: When employees make student loan payments, their employers can plop savings into their tax-advantage retirement plan as their matches. Today on the show, Mary sits down with Laurel Taylor, founder and CEO at Candidly, to explore why and how her company is tackling t…
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Scaling Leadership: Making Coaching Accessible at Every Level | Kristin Lytle | 595
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Join host Peter Winick as he dives into a compelling conversation with Kristin Lytle, CEO of The Leader’s Edge, an executive coaching firm transforming senior leadership. Kristin's journey to becoming a thought leader is rooted in her own experiences of self-doubt, which ignited her passion for helping others articulate their ideas and reach their …
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122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley
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Are your clients drifting aimlessly or swimming purposefully towards their financial goals? The default for clients is to pick goals on autopilot. Goals that have been determined by society, friends, and their upbringing. In this episode, Isaac Presley shares how he creates the time and space for his clients to create more intentional goals using a…
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Barb MacLean, Danny Payne and Nick Evens at Finovate Fall 2024
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In this episode of the Fintech Hustle podcast, host Sam Kilmer and co-host Stacey Bryant chat with Barb MacLean (Coastal Community Bank), Danny Payne (Jack Henry), and Nick Evens (Curql Collective) at the Finovate Fall conference about their roles in the fintech industry. They discuss topics such as enabling community banks through technology, mode…
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The Power of Storytelling in Science: Making Complex Topics Accessible | Bryan Quoc Le | 594
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Join Bill Sherman as he sits down with Dr. Bryan Quoc Le, a dynamic food scientist, industry consultant, and the author of "150 Food Science Questions Answered: Cook Smarter, Cook Better." In this episode, Bryan reveals how a seemingly ordinary graduate school project sparked his journey into thought leadership, leading him to unexpected opportunit…
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Ep 32: How This 177-Year-Old Bank Innovates // Nitin Mhatre
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It’s action packed in banking right now as regulatory uncertainty mounts with the looming presidential election. Today on the show, Al and Steve pick the brain of Nitin Mhatre, the CEO of Berkshire Bank, on the most pressing issues in banking. They explore the tension of a bank changing for the times while preserving its relationship-driven company…
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Engage, Connect, and Be Understood: Key Principles for Thought Leaders | Andrea Sampson | 593
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Today on Leveraging Thought Leadership, host Peter Winick sits down with Andrea Sampson, CEO and Executive Thought Leader Coach at Talk Boutique and creator of the Thought Leaders Academy. Andrea has a rich background with over 25 years in marketing and advertising. She shares how her journey from crafting TEDx talks to building a holistic platform…
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Finding Fintechs: How This Young Bank Pursues Partners
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Send us a text 2024 is considered the year of the consent order in banking. The added regulatory scrutiny is shifting the way banks partner with fintech companies. In this episode, Mary sits down with Rodrigo Suarez, chief banking officer at Piermont Bank. They explore what the young New York bank is seeking out in fintech. Rodrigo also shares why …
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Unlocking Happiness and High Performance | Jason Silver | 592
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Today host Peter Winick welcomes Jason Silver, author of the new book "Your Grass is Greener: Use What You Have. Get What You Want. At Work and In Life." Jason, an engineer turned entrepreneur, shares his journey from tech to business and how a personal tragedy led him to reevaluate his approach to work and life. While building a company in the AI …
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121: A Playbook To Master The Human Side of Advice with Michael Kitces
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When you want to learn something about financial planning and advice, the ultimate source is Michael Kitces. Most people know Michael is a spreadsheet-loving, technical wizard. What most people don’t know is that he also fully believes in the human side. In this episode, Michael explains the skills and processes advisors need to know on the path to…
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Unlocking the ROI for Non-Fiction Authors | 591
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In today's episode of Leveraging Thought Leadership, our host Peter Winick is joined by Bill Sherman, co-host and COO of Leveraging Thought Leadership, Dr. AJ Marsden, an organizational psychologist and statistician, Josh Bernoff, author of Build a Better Business Book, Marissa Eigenbrood, President of Smith Publicity, Inc., Alison Schwartz, COO of…
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Ep 31: The Recipe for Growing a Bank in 2024 with WesBanco’s Jeff Jackson
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As Jeff Jackson, the CEO of WesBanco, sees it, M&A activity can only go up. In this episode, Al and Steve chat with Jeff about why that is and what is at stake for community banks across the country. They also explore other banking classics, including what the future of delivery in banking looks like, how to retain employees and what has helped the…
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Unveiling the Power of Everyday Bravery | Constance Scharff | 590
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In this episode of Thought Leadership Leverage, host Bill Sherman sits down with Constance Scharff, PhD, a trailblazer in the field of mental health research. Constance is the founder of the Institute for Complementary and Indigenous Mental Health Research and author of an upcoming book on "Everyday Bravery." Everyday bravery isn't about heroic act…
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120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke
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Michael Finke’s research shows that the trifecta of a happy and fulfilling retirement incorporates: Money Health Social Connection Most financial advisors know the money part. But how can you incorporate the other health and social connection parts into a financial plan to help your clients live a happy and fulfilling retirement? Fortunately, Micha…
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How H&R Block Is Building Its Money App For The Masses
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Send us a text You likely know the brand H&R Block. But more than two years ago, the tax-preparation chain launched Spruce: an app that connects to a debit card and savings account where funds are held at its bank partner, Pathward. Today on the show, Mary sits down with John Thompson, vice president of product management for financial services at …
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11: Ep 011 - Boost Your Wealth: The Power of a Higher Savings Rate
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In this episode of the Money Buddy podcast, brought to you by Money and Me, an investor education initiative by PGIM India Mutual Fund, host Ahalya is joined by Ajit Menon, CEO of PGIM India Mutual Fund. They discuss the often overlooked yet crucial factor in financial success: the savings rate. While many investors focus solely on portfolio return…
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Leading with Soul: The Power of Spiritual Intelligence | Yosi Amram | 589
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In this episode of Thought Leadership Leverage, host Bill Sherman sits down with Yosi Amram, a political psychologist, CEO, leadership coach, and the award-winning author of Spiritually Intelligent Leadership: How to Inspire by Being Inspired. Yosi delves into the concept of Spiritually Intelligent Leadership, a fresh take on leadership that integr…
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Unlocking Team Potential Through Leadership Alignment | Julie Williamson | 588
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In the latest episode of Thought Leadership Leverage, Peter Winick chats with Julie Williamson, CEO of The Karrikins Group. Julie is a trailblazer in connecting communication, design, strategy, sales, marketing, and service to drive sustainable growth. Julie shares her unconventional journey into thought leadership. Despite her passion for writing …
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Ep 30: Who's Swimming Without a Bathing Suit?
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The frequent flyer miles are overflowing for Steve and Al as they continue to visit banks across the country. In this episode, they dish on the burning C-suite issues, including: recession risks, core deposit growth challenges (and ideas to overcome them) and an area they believe bankers need to step it up on – their succession planning. Don’t worr…
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Inside Fintech Sandbox: The startup traits required for success
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Send us a text As the executive director of Fintech Sandbox, Kelly Fryer interacts with all kinds of fintech startups. In this episode, Kelly offers her take on important startup issues. She talks with Mary about the challenges fintech startups located outside of the coasts are up against, clashes between fintech and bank cultures and career pathin…
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119: A 3-Step Process for Crafting a Statement of Financial Purpose with Andy Baxley – Part II
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*This is a continuation of the conversation that started in the previous episode (Episode 118). We highly recommend listening to that episode first! A statement of financial purpose serves as the mission statement for your client’s financial life. It acts as the north star for making financial decisions that are in alignment with the things that ar…
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Transforming Conversations into Thought Leadership | Netanel Baruch | 587
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In this episode of Thought Leadership Leverage, host Peter Winick chats with Netanel Baruch, Founder and CEO of Queue, an AI-driven platform designed to amplify your online presence by transforming everyday conversations into thought leadership content 60% faster. Imagine having a 10-minute conversation and walking away with ready-to-post content. …
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