ABOUT THIS PODCAST 🔗
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.
Hosts:
Update frequency:
every 8 days
Average audio length:
27 minutes
Guest interviews
English
United States
59 episodes
since June 5, 2024
episodic
LATEST EPISODE 🔗
What if the real risk in adopting AI isn't the technology itself, but forgetting whose voice is supposed to be behind it?
Brodrick Lothringer sat down with Eric Franklin, managing principal of a wealth management firm built entirely by former tech workers, at Wealth Management Edge in Boca Rat…
PREVIOUS EPISODES 🔗
Have you ever nodded along in a meeting, made all the right eye contact, and still had no idea what was actually said?
Brodrick Lothringer sat down with Matt Halloran, Chief Evangelist at Zocks, at Wealth Management Edge in Boca Raton to talk about why he thinks "active listening" is actu…
Have you ever been to a wealth management conference that felt more like a marathon than a meeting?
Brodrick Lothringer and Dr. Craig Lemoine sat down to talk about what really makes a great industry event, from the sessions that actually teach you something new to the networking that doesn’t end i…
Shannon Spotswood has a story that doesn’t fit in a straight line—and that’s exactly what makes it good. From hedge funds and IPOs to launching a kids’ clothing brand out of her garage, and now leading RFG Advisory, she’s been building things her whole career.
In this conversation, Shannon talks ab…
Suzanne Siracuse has seen this industry in every shade; back when “advice” was a stock tip over lunch, through the print-to-digital chaos, and into today’s AI-everywhere landscape. She didn’t just watch it happen. She helped shape it.
In this episode, Suzanne talks about the hustle of starting some…
What separates a “lifestyle practice” from a true growth enterprise? According to Jim Dickson, founder of Elevation Point, it’s fire in the belly, not just lip service to growth. In this episode, Brodrick digs into what it really takes to scale an advisory firm: organic growth, digital marketing th…
What if marketing isn’t just about getting leads, but about truly educating and connecting with people? In this episode, Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, explains why thought leadership, authentic storytelling, and education matter more than flashy sales tactics.…
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 consultant, to launching an advisory career at 45, he proves resilienc…
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 farmers. Great for relationships, not so great when it’s time to …
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 how many advisors hit a crossroads where they must decide betwe…
Disclaimer: The podcast and artwork embedded on this page are from Brodrick Lothringer, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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