The Art of Trust in Financial Stewardship
Curious about the shift toward creating financial legacies that impact families in real-time? Join us for a transformative conversation with Brett Bernstein, CEO and co-founder of XML Financial Group, as we explore his journey from a major financial institution to starting his own independent firm.…
Outlasting AI: How to Build a Sustainable Business that AI Can't Beat
How do you build a sustainable financial advisory business that values the talent of its people as a competitive advantage against the rise of AI?
In this episode of "The Business Philosopher Podcast," host Bhavesh Naik sits down with Brett Bernstein, CEO and co-founder of XML Financial Group, to …
260: Holiday Spending Made Simple: Budget, Plan, & Celebrate Without Stress with Brett Bernstein
In this episode of Saving With Steve, host Steve Sexton is joined by Brett Bernstein, Founder of XML Financial Group, and an active financial advisor assisting clients with his holistic approach to goal-setting and problem-solving. They discuss budgeting for the holidays – simple ways to balance g…
Divorce Explained: How to Avoid Common Financial Mistakes in Divorce Settlements
Divorce doesn’t have to destroy your financial future.In this episode of Divorce Explained, Leanne Townsend and Steve Benmor are joined by financial advisor Brett Bernstein, CEO of XML Financial Group, to break down the most common (and costly) financial mistakes people make during divorce settleme…
#438 - 🔵 [PAS 2026] - Do Febrile Infants in Their First Month of Life Still Need a Lumbar Puncture?
![#438 - 🔵 [PAS 2026] - Do Febrile Infants in Their First Month of Life Still Need a Lumbar Puncture?](https://cdn-images-3.listennotes.com/podcasts/the-incubator-ben-courchia-daphna-yasova-gBGhT2y30nF-XzT4VMLfGtP.300x300.jpg)
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Dr. Nathan Kupperman and Dr. Brett Bernstein, lead investigators on a landmark international pooled analysis published in JAMA, present the most comprehensive evidence to date on whether a lumbar puncture can be safely avoided in febrile infants under one month of age. Using a simp…
Previewing Baseball and Softball Playoff Matchups + Interview with Clements Tennis
This week on The Warmup, we're covering:
- 6A Baseball Playoff Preview
- 5A Baseball Playoff Preview
- 6A Softball Playoff Preview
- 5A Softball Playoff Preview
- 4A Softball Playoff Preview- Track and Field State Finals Preview
- Plus an interview with Clements Tennis Coach Brett Bernstein and Gir…
Owning the Social Moment
Social is where discovery happens now, but it is rented land. You can build an audience of hundreds of thousands and still not own the relationship, because the algorithm decides who sees you and the landlord keeps raising the rent.
Recorded live at K:LDN 2026 in London, this conversation is about…
How to Build a Thriving Independent Wealth Management Firm with Brett Bernstein
Episode 153: This week, Kyle Van Pelt talks with Brett Bernstein, CEO & Co-founder at XML Financial Group. Brett is an active financial advisor assisting clients with his holistic approach to goal-setting and problem-solving. Before co-founding XML in 2004, he was a Vice President and Senior Financ…
The ROI of the Shaky Camera: How to Unlock The Real Value of Social Media
Brands spend fortunes on polished studio shoots, yet modern consumers crave raw, unpolished authenticity to make purchasing decisions.
In this episode, Klaviyo's Brett Bernstein unpacks why user-generated content (UGC) consistently outperforms highly produced media. We explore the psychology of tr…
Ep 54: XML financial group shares their success secrets
– The Insurance Marketing Organization Podcast with Seth Greene Episode 054 Brett Bernstein
Brett Bernstein is the CEO and Co-founder of XML Financial Group. He serves as the firm’s head of financial planning and manages the operations of the firm, including the firm’s M&A strategy. Brett is an act…
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