FiduciWho

Leonard Raskin

Leonard Raskin, author of "FiduciWho? What a Real Fiduciary Will Tell You About How to Protect, Grow, Enjoy, and Transfer Your Wealth," isn't your average financial expert; he's more like a trusted friend, diving deep into your aspirations and concerns to create a holistic plan beyond mere finances. With over three decades of experience, Leonard's approach breaks away from conventional wisdom, offering refreshing insights that go beyond traditional financial advice. Through his book and podcast appearances, he infuses humor and storytelling to revolutionize the way people perceive and manage their wealth, empowering them to seize control of their financial destinies with confidence.

  1. Arias WebsterBerry: From Survival to Scalable Success in Digital Marketing

    MAR 24

    Arias WebsterBerry: From Survival to Scalable Success in Digital Marketing

    Arias WebsterBerry is an experienced entrepreneur and digital marketing expert with over a decade of success building revenue-driven brands. As Founder and CEO of WebsterBerry Marketing, he has helped hundreds of clients grow through services like web design, sales funnels, social media, CRM, and branding. He also created Launch Ignition AI, a business accelerator that automates marketing systems, delivering up to 312% lead growth and a 5× revenue increase. In addition to launching ventures like Ignite Funnels and authoring Content Cannon, Arias is a certified Scrum Master and Master Sales Coach who has mentored over 400 professionals and contributed to more than $112 million in client revenue. His leadership extends into cultural initiatives, including producing the Hip Hop 101 Music & Art Festival, recognized by the Los Angeles City Council, and his global experiences inform his ability to build scalable, human-centered growth strategies that empower entrepreneurs to achieve meaningful results.  In this episode, Leonard and Arias WebsterBerry discuss: How Arias turned adversity and instability into entrepreneurial driveThe real role of AI in modern business growth and automationWhy most entrepreneurs struggle to adopt new technology and how to overcome itThe biggest marketing mistakes business owners make todayHow to build authority instead of chasing attention Key Takeaways:  Entrepreneurship often begins as a necessity, but long-term success comes from systems, persistence, and continuous learning.AI is not optional; it’s a competitive advantage for those willing to adopt it early and experiment through the learning curve.Many business owners overcomplicate marketing; starting with a simple landing page and lead capture system can create immediate momentum.Building a personal brand is no longer optional; people connect with people, not logos.Perfection slows growth; authenticity and consistency build stronger trust with the audience than polished content.  “If I wanted stability and control over my future, I was going to have to build it myself.” - Arias WebsterBerry Connect with Arias WebsterBerry: Website: https://www.websterberrymarketing.com/  Ignite Funnels: https://www.ignitefunnels.com/  LinkedIn: https://www.linkedin.com/in/ariasweb/  Instagram: https://www.instagram.com/ariasweb/  Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com Show notes by Podcastologist: Francine Poblete Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    43 min
  2. Wendy Meadows: Navigating Divorce with Clarity, Mediation, and Resilience

    MAR 17

    Wendy Meadows: Navigating Divorce with Clarity, Mediation, and Resilience

    Wendy S. Meadows is a seasoned family law attorney, former litigator, certified life Coach and mediator. She is also the author of the best-selling book, Sparkle & GRIT, a framework that helps high-achieving women break free from burnout and live on Purpose.  Today, Wendy helps women who’ve “checked all the boxes” but still feel stuck. She blends practical strategies with a compassionate mindset to help them reboot their habits, re-ignite their purpose, and build lives that actually fit. She also works closely with lawyers— especially those ready to go solo or restructure their practices—offering strategic coaching, systems consulting, and speaking engagements for law firms looking to prevent burnout, increase retention, and foster sustainable success.  In this episode, Leonard and Wendy Meadows discuss: Mediation can often produce similar outcomes to litigation, but with less cost, stress, and timeThe most common financial mistakes people make when dividing assets during divorceWhy financial advisors are essential in showing whether a divorce settlement is actually sustainableHow identity loss and emotional stress impact professionals during major life transitionsThe warning signs of burnout and practical ways to recover from it Key Takeaways:  Divorce is often the largest financial transaction a person will experience in their lifetime. Without careful planning and professional guidance, simple decisions about assets, retirement accounts, or housing can create long-term financial consequences.Many couples believe they can save money by managing the divorce process themselves. In reality, DIY financial decisions, such as improperly liquidating retirement accounts, can trigger unnecessary taxes or penalties.Mediation can help couples resolve disputes faster and with less cost and friction than traditional litigation, even when the final buckets of division may look similar.Financial advisors play an essential role in helping divorcing clients understand long-term outcomes. Detailed projections and planning tools can reveal whether a settlement is truly sustainable for both parties.Burnout is a normal part of high-pressure careers, but recognizing the warning signs early makes recovery easier. Simple practices like journaling, movement, and structured daily planning can restore clarity and momentum.  “I have a baseline belief that everyone will be okay and everyone has the tools to be okay.” - Wendy Meadows Connect with Wendy Meadows: Website: https://www.sparkleandgrit.com/ & https://wendysmeadows.com/  LinkedIn: https://www.linkedin.com/in/wendy-sare-meadows-ba80285/  Facebook: https://www.facebook.com/profile.php?id=100072318214998  Instagram: https://www.instagram.com/wendy_s_meadows/  Grab Wendy’s free sparkle & GRIT Playbook: https://www.sparkleandgrit.com/playbook  Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com Show notes by Podcastologist: Francine Poblete Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    41 min
  3. Todd Langford: Conscious Calculations and the Truth Behind Financial Math

    MAR 10

    Todd Langford: Conscious Calculations and the Truth Behind Financial Math

    Todd Langford is the founder, CEO, and lead developer of Truth Concepts, a financial modeling and education platform used by thousands of advisors across the United States. For more than 30 years, Todd has been at the forefront of financial software development and professional training and is widely regarded as an industry expert in financial mathematics and modeling. He has trained thousands of financial professionals to use software and analytical tools more effectively in building strategies for their clients. Todd is also the author of the upcoming book Conscious Calculations, which explores the deeper mathematics behind financial decision-making and encourages advisors to think more intentionally about money, risk, and long-term stewardship.  In this episode, Leonard and Todd Langford discuss: Why financial planning requires more than simply chasing higher rates of returnThe importance of understanding the time value of money in financial decisionsHow opportunity cost shapes long-term wealth outcomesWhy access to cash and liquidity can protect against financial shocksThe difference between “black swan” and “gray swan” events and how to prepare for them Key Takeaways:  Financial math is essential, but it cannot be the only factor guiding decisions. Advisors must combine accurate calculations with real-world context, risk management, and a deep understanding of client goals.Opportunity cost is one of the most overlooked forces in personal finance. Every dollar spent or redirected represents future compounded growth that may never materialize.Liquidity provides flexibility during uncertain times. Having access to cash can allow individuals to weather downturns, avoid forced selling, and even capitalize on opportunities when markets decline.Financial planning must consider both sides of the mountain. Advisors often focus on accumulation, but the real goal is sustainable income and cash flow during retirement.Technology can calculate outcomes, but it cannot understand people. Advisors must interpret financial math through the lens of client goals, risk tolerance, and life circumstances.  “The ability to save is way more important than chasing a rate of return.” - Todd Langford Connect with Todd Langford: Website: http://www.truthconcepts.com   LinkedIn: https://www.linkedin.com/in/truthconceptssoftware/  Facebook: https://www.facebook.com/todd.langford.58/  Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com Show notes by Podcastologist: Francine Poblete Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    53 min
  4. Douglas Strouse: Resilient Leadership in the Face of Adversity

    MAR 3

    Douglas Strouse: Resilient Leadership in the Face of Adversity

    Dr. Douglas Strouse is a seasoned executive consultant, organizational psychologist, author, and leadership catalyst in the Mid-Atlantic business community. He is President of the CEO Club of Baltimore, a nonprofit forum where CEOs collaborate, exchange insights, and grow through peer advisory councils. As Managing Partner of Wexley Consulting, Doug brings decades of experience in leadership development, organizational change, performance management systems, executive coaching, and psychological assessment for companies ranging from small local firms to Fortune 500 organizations. He holds a Ph.D. in organizational management and psychology and is the co-author of The Secrets of Resilient Leadership and Stronger: Develop the Resilience You Need to Succeed. Doug has also authored more than 110 professional articles focused on helping leaders build resilience, culture, and high-performing teams.  In this episode, Leonard and Douglas Strouse discuss: Why running a small business can be harder than leading a large corporationThe five core components of resilient leadershipThe concept of “active optimism” and expecting successHow peer advisory councils help CEOs avoid isolation and make better decisionsHow AI will reshape leadership and why leaders must learn to use it strategically Key Takeaways:  Resilience is not about avoiding failure; it’s about getting back up repeatedly and learning from setbacks. Leaders who embrace failure grow stronger.Organizational excellence requires clarity. If performance standards and responsibilities are not clearly defined, people cannot achieve excellence.CEOs need community. Peer advisory groups provide perspective, accountability, and practical advice that can save companies significant time and money.Mental health impacts every workplace. Leaders must recognize that personal and professional challenges are interconnected.AI will not replace leaders, but leaders who understand how to leverage AI will outperform those who ignore it.  “Only through failure will you become a success.” - Douglas Strouse Connect with Douglas Strouse: Website: http://Ceoclubofbaltimore.com  LinkedIn: https://www.linkedin.com/in/douglas-a-strouse-ph-d-63a17a/  Email: doug@ceoclubofbaltimore.com  Phone: 410-218-9777 Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com Show notes by Podcastologist: Francine Poblete Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    52 min
  5. Michael DeLon: Turning Expertise into Authority with Credibility Marketing

    FEB 24

    Michael DeLon: Turning Expertise into Authority with Credibility Marketing

    Michael DeLon creates credibility by helping business owners Create a Book Without Writing a Word™. As The Credibility Coach™ and President of Paperback Expert, he helps entrepreneurs clarify their message, position themselves as authorities, and capture more clients through their Amazon Best-Selling book using his proprietary Credibility Marketing System, designed to generate referrals and grow revenue. Michael is the author of On Marketing, a #1 Amazon Best-Selling Author, and the creator of The Credibility Game Plan, and since 2013 has worked with business owners across the United States and internationally to establish and strategically market their credibility. He is the husband of one and father of four, a committed follower of Jesus Christ who is deeply involved in his church, and someone who can often be found investing time with his family, reading a great book, or facilitating growth in the lives of those around him.  In this episode, Leonard and Michael DeLon discuss: Why publishing a book instantly elevates credibility beyond credentials and certificationsWhy AI-generated books fail to build authentic trust and connectionHow books shorten the sales cycle and strengthen prospect relationshipsThe power of audiobooks and podcasting in building emotional connectionHow credibility marketing helps professionals in high-trust industries (financial advisors, attorneys, mortgage lenders, consultants, and more) stand out Key Takeaways:  In high-trust industries, credentials are table stakes, but authorship creates differentiation and authority.AI may generate information, but it cannot replicate personal stories, voice, or emotional connection, the true drivers of trust.An audiobook and podcast extend your platform, allowing prospects to bond with your voice and philosophy before ever meeting you.When prospects read your book before the first appointment, it feels like a second or third meeting, dramatically shortening the sales cycle.Books have a shelf life. Even if someone doesn’t read it immediately, your authority remains visible and accessible long after the initial conversation.  “Never write a book. Always speak to write it.” - Michael DeLon Connect with Michael DeLon: Website: https://paperbackexpert.com/  LinkedIn: https://www.linkedin.com/in/michaeldelon/  Free Resource to offer: TheCredibilityCalculator.com  Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com Show notes by Podcastologist: Francine Poblete Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    43 min
  6. Dalmo Cirne: The Four Streams of Leadership in a World of AI and Change

    FEB 17

    Dalmo Cirne: The Four Streams of Leadership in a World of AI and Change

    Dalmo Cirne is the author of The 4 Streams of Leadership and a seasoned leader with over three decades of experience spanning leadership, management, technology, and mathematics. A Mathematics graduate of SUNY, Dalmo has built and launched highly successful products, led organizations through significant growth, and participated in an IPO—bringing a rare blend of technical rigor and real-world leadership insight. Known domestically and internationally for his business and technical acumen, he is a respected speaker, writer, and educator whose work focuses on equipping the next generation of leaders with practical frameworks grounded in the why, what, when, and how of effective leadership. A Fortune 500 leader, entrepreneur, author, and father, Dalmo actively contributes to the leadership space through articles, media appearances, and workshops while continuing work on The 4 Streams of Leadership.  In this episode, Leonard and Dalmo Cirne discuss: How mathematics and systems thinking shape leadership and product strategyWhy communication of intent matters more than prescribing executionLeadership challenges across startups, mid-sized companies, and enterprisesRisk management, trust, and reproducibility in products and servicesThe role of AI, automation, and data sensitivity in financial and fiduciary environments Key Takeaways:  Leadership is not a static role but a constant flow of responsibilities that requires balance, awareness, and adaptability.The most effective leaders focus first on managing themselves before managing teams, operations, or stakeholders.Clear communication of intent empowers teams to innovate, adapt, and reach outcomes without being constrained by rigid instructions.Automation and AI are not inherently dangerous, but overreliance without reassessing assumptions can erode trust and credibility.Sustainable growth depends on knowing when to introduce processes—too early stifles innovation, too late creates chaos and inconsistency.  “Leadership is about effectiveness, then efficiency.” - Dalmo Cirne Connect with Dalmo Cirne: Website: https://dalmocirne.com  LinkedIn: https://www.linkedin.com/in/dalmocirne/  Substack: https://dalmocirne.substack.com/  X: https://x.com/dalmocirne Book - The Four Streams of Leadership: https://the4streamsofleadership.com    Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com Show notes by Podcastologist: Francine Poblete Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    43 min
  7. Jason Duncan: Escaping the Hero Syndrome and Creating True Business Freedom

    FEB 10

    Jason Duncan: Escaping the Hero Syndrome and Creating True Business Freedom

    Jason Duncan, known as “America’s Exit Coach,” is the bestselling author of Exit Without Exiting and the creator of the proprietary XOS™ Method, which helps entrepreneurs build businesses that thrive without owner dependence. After losing his teaching job in 2010, Jason built a multimillion-dollar company only to discover it was unsellable—an experience that became the catalyst for his life’s work of helping founders transition from Owner-Operators to Owner-Investors. A TEDx speaker and host of The Root of All Success podcast, his companies have been recognized on the Inc. 5000 and Entrepreneur 360 lists, and his insights have been featured in Inc. and Entrepreneur. Based in Nashville, Jason lives the #ExitLifestyle he teaches, enjoying true freedom with his family while his businesses run and grow without him. In this episode, Leonard and Jason Duncan discuss: Why owner-dependent businesses destroy freedom, value, and exit optionsThe “hero syndrome” and how it keeps entrepreneurs trapped inside their companiesWhy delegation, trust, and discipline are the real barriers to growthThe XOS Method and the seven stages of exiting without exitingIdentity, purpose, and mindset challenges business owners face after stepping away Key Takeaways:  Starting a freedom business often leads to the opposite outcome when the owner becomes the system instead of building one.Any part of a business that relies on the owner automatically reduces its value in the eyes of buyers, lenders, and investors.Delegation fails not because people are incapable, but because leaders are unwilling to let others learn through failure.Viewing your company through a buyer’s lens changes how you hire, operate, scale, and plan for the future.True wealth isn’t about selling a business. It’s about having the choice to sell, stay, or step away entirely.  “Any system in a business that relies on the owner will devalue the company.” - Jason Duncan Connect with Jason Duncan: Website: https://www.therealjasonduncan.com/  LinkedIn: https://www.linkedin.com/in/therealjasonduncan/  Instagram: https://www.instagram.com/therealjasonduncan  YouTube: https://www.youtube.com/@TheRealJasonDuncan   Free Webinar: https://exiter.club/  Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com Show notes by Podcastologist: Francine Poblete Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    41 min
  8. Patrick Donohue: Breakout Valuation and the Power of Vision-Driven Businesses

    FEB 3

    Patrick Donohue: Breakout Valuation and the Power of Vision-Driven Businesses

    Patrick Donohue is the founder and CEO of Hill Capital Corporation, where he leads growth capital investments in entrepreneurial companies across the United States. With more than twenty years of capital markets experience, his expertise spans investing, corporate development, financial modeling, investment research, and investment banking, allowing him to bring a disciplined yet forward-looking approach to value creation. Patrick grew up in St. Paul, Minnesota, and currently lives in Eden Prairie with his wife, Anne, and their three children. In this episode, Leonard and Patrick discuss: How Patrick’s early fascination with pricing and value shaped his career in valuation and investingWhy future vision, not historical performance, is the biggest driver of business valueHow Hill Capital fills the “capital gap” between bank financing and venture capitalWhy community, advisors, and peer networks are critical to entrepreneurial successHow advisors can help business owners unlock underrecognized levers of long-term value Key Takeaways:  Business value is created by what a company can become, not simply by what it has already done.Vision-driven entrepreneurs unlock greater valuation by clearly articulating where their product or service fits in the future market.Capital is not just about cost; it’s about structure, expectations, and alignment with long-term goals.Predatory lending options can quietly destroy businesses through hidden fees and cash-flow strain.Strong advisory communities and peer networks often make the difference during a company’s most difficult moments. “The breakout is the opportunity for someone to get paid of what's going to happen in the future versus what has happened in the past.” - Patrick Donohue Connect with Patrick Donohue: Website: https://www.hillcapitalcorp.com/  LinkedIn: https://www.linkedin.com/in/patrickedonohue/  Additional Resource: https://www.breakoutvaluation.com/ Book: Breakout Valuation Email: patrick@hillcapitalcorp.com   Connect with Leonard Raskin: Website: https://www.raskinglobal.com/  LinkedIn: https://www.linkedin.com/in/leonardraskin/  Facebook: https://www.facebook.com/RaskinGlobal  Email: lraskin@raskinglobal.com Show notes by Podcastologist: Francine Poblete Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.

    35 min
5
out of 5
3 Ratings

About

Leonard Raskin, author of "FiduciWho? What a Real Fiduciary Will Tell You About How to Protect, Grow, Enjoy, and Transfer Your Wealth," isn't your average financial expert; he's more like a trusted friend, diving deep into your aspirations and concerns to create a holistic plan beyond mere finances. With over three decades of experience, Leonard's approach breaks away from conventional wisdom, offering refreshing insights that go beyond traditional financial advice. Through his book and podcast appearances, he infuses humor and storytelling to revolutionize the way people perceive and manage their wealth, empowering them to seize control of their financial destinies with confidence.

You Might Also Like