The Fintape

Brodrick Lothringer
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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.

  1. 16 DE SET.

    Integrity, AI & The Future of Advice with Suzanne Siracuse

    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 something from scratch, the mess and magic of media, and why the best advisors roll with change instead of fighting it.  Suzanne SiracuseNet Positive WealthBrodrick Lothringer on LinkedInEric Leeper on LinkedInPodPonyFP TransitionsTo learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below. >> PodPony.com

    35min

  2. 10 DE SET.

    The Blah Blah Blah Problem of Wealth Management with Jim Dickson

    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 that actually works, and the dream-team support that fuels it all. They cover why too many advisors still blend into the sea of blue suits, how niching down beats being a generalist, and why the next decade will belong to firms that embrace tech, marketing, and AI. Plus, Jim shares the song that sums up his career philosophy. Hint: Sinatra would approve. Hit play, because this one’s part strategy session, part reality check, and all energy. Jim DicksonElevation PointBrodrick Lothringer on LinkedIn To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below. >> PodPony.com

    15min

  3. 3 DE SET.

    The Human Element in Financial Marketing: How Matt Seitz Chose Positivity Over Pain

    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. Matt also shares his personal story of living with chronic pain and how a mindset shift toward gratitude shaped his career—and his approach to helping advisors build trust with clients. If you’re ready to see marketing as more than numbers and clicks, this episode will change how you think about your practice. Matt Seitz on LinkedInProsperity Capital AdvisorsBrodrick Lothringer on LinkedIn To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below. >> PodPony.com

    19min

  4. 26 DE AGO.

    Authenticity Over Algorithms: Mark Newfield on Building a Practice That Lasts

    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 resilience and kindness can outpace even the flashiest marketing playbook. His motto? “You can’t fail if you refuse to quit.” We dive into why financial advice is still a human behavior business, how creating thoughtful content can act as an “attraction engine,” and why your unique voice—not AI-generated sameness—is the key to finding clients who truly fit. If you’ve ever wondered how to grow a practice without losing yourself in the process, this is the episode you can’t miss. Mark Newfield on LinkedInMark’s LinktreeBrodrick Lothringer on LinkedIn To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below. >> PodPony.com

    27min

  5. 21 DE AGO.

    Why Advisors Have Turned From Hunters to Farmers with Jim Gold

    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 hand over the keys. Jim lays out what really happens when billion-dollar practices get stuck in the tar pit, when firms buy you out and erase your name, and when day two after the deal doesn’t look anything like you thought it would. This one’s a wake-up call. It’s the kind of conversation that makes you rethink the plan you’ve been putting off. And honestly, it’s way too real to ignore. Jim Gold on LinkedInSteward PartnersBrodrick Lothringer on LinkedIn Eric Leeper on LinkedInFP TransitionsTo learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below. >> PodPony.com

    18min

  6. 12 DE AGO.

    What to Do When Growth Becomes the Problem with Michael Kitces

    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 between staying client-focused or stepping into full-on business management.  From the hidden costs of growth to the self-awareness it takes to scale without losing yourself, this episode is one advisors should hear before their own success forces a difficult choice. Michael Kitces on LinkedInMichael’s BlogFocus PartnersBrodrick Lothringer on LinkedIn Eric Leeper on LinkedInFP TransitionsTo learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below. >> PodPony.com

    31min

  7. 5 DE AGO.

    Cowboy Ethics in Modern Wealth Management with JC Abusaid

    In this episode of The Fintape, Brodrick sits down with JC Abusaid, CEO and President of Halbert Hargrove, to unpack how a $3.5 billion wealth management firm has built a century-long legacy on trust, transparency, and client-first values. He shares his journey from Bogota, Colombia, to almost giving up on the American dream, to leading a firm where “a handshake seals the deal.” JC shares how Cowboy Ethics have shaped everything—from voluntarily undergoing third-party audits to pioneering their unique Life-Phase Investing methodology. If you want to see what true integrity in wealth management looks like, this is an episode you won’t want to miss. Connect with us below! JC Abusaid on LinkedInHalbert HargroveBrodrick Lothringer on LinkedIn FP TransitionsTo learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below. >> PodPony.com

    23min

  8. 29 DE JUL.

    Run Into the Fire: Embracing AI and Data in Wealth Management with Jud Mackrill

    In this episode of The Fintape, Brodrick and Eric sit down with Jud Mackrill, co-founder and CEO of Milemarker, to explore how wealth management firms can harness their data to scale smarter, serve better, and outpace the competition. With over two decades in the industry—including leadership roles at Orion and Carson—Jud shares how Milemarker helps firms unify their technology stack through a powerful, quickly deployed data lake solution.  In this conversation: How Milemarker helps firms scale without adding headcountWhy AI and automation are the new battlegrounds for advisory successThe mindset shift advisors need to embrace (are you running toward the fire or away from it?)For any firm owner or advisor ready to trade gut instinct for objective insights—and build a more valuable business in the process—this episode is a must-listen. Connect with us below! Jud Mackrill on LinkedInMilemarkerBrodrick Lothringer on LinkedIn Eric Leeper on LinkedInFP TransitionsTo learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below. >> PodPony.com

    24min
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Sobre

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.

Informações

  • Criado por
    Brodrick Lothringer
  • Anos de atividade
    2024 - 2025
  • Episódios
    55
  • Classificação
    Explícito
  • Copyright
    © 2025 The Fintape
  • Site do podcast
    The Fintape