The Lebenthal Report Dominick Tavella and Michael Hartzman, CFP

This week on the Lebenthal Report we welcome Keynote Speaker & Author, Brittany Hodak.   Brittany Hodak, is an award-winning marketing expert and customer experience speaker, she holds a master’s degree in marketing and is the author of “Creating Superfans”. Over the years, she oversaw multi-million-dollar and award-winning campaigns for Johnson & Johnson, A&E Television and LG.

Michael and Dominick discuss with Brittany how to build a community of loyal customers.  They explore why customer retention is so vital to business success, and she shares tried-and-true strategies for keeping your customers engaged and loyal. They look at the importance of building personal connections with your customers & clients, providing excellent customer service, and creating a positive user experience.

 You’ll be a superfan of this episode- Now available on Voiceamerica.com, YouTube, Apple Podcasts and Spotify!

This week on the Lebenthal Report we are excited to welcome guest Jack Manley.  Jack Manley, vice president, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jack is responsible for delivering timely market and economic commentary to institutional and retail clients across the United States and Canada.  In addition, he is a contributor to the J.P. Morgan Long-Term Capital Market Assumptions and has authored numerous papers on both global and domestic economies and capital markets. Jack’s feature on the Lebenthal Report could not come at a better time. He helps us make sense of the current banking crisis & how to discuss the crisis with our clients.

Jack is also a frequent guest on CNBC, Bloomberg, BNN and other financial news outlets and is often quoted in the financial press. Jack joined J.P. Morgan in 2013 as a member of the Asset Management Strategy & Business Development Team, where he worked on various strategic initiatives across the firm. (jpmorgan.com)

This week on the Lebenthal Report we welcome author Douglas Bauer.  Michael and Dominick go into detail with Doug about how he was inspired for his newest novel, The Beckoning World, which was released Fall of 2022. Doug also discusses how to get into the business of being a writer.  Doug’s vast experience and knowledge are something to aspire to.  He is the author of three previous novels — Dexterity; The Very Air and The Book of Famous Iowans — and three works of non-fiction — Prairie City Iowa: Three Seasons at Home; The Stuff of Fiction: Advice on Craft, and What Happens Next?: Matters of Life and Death, which won the PEN/New England Award in Non-Fiction. He is also the editor of the anthologies, Prime Times: Writers on Their Favorite TV Shows and Death by Pad Thai and Other Unforgettable Meals. His numerous essays, reviews, and articles have appeared in Esquire, Harper’s, The Atlantic, The New York Times Magazine, The New York Times Book Review, The Los Angeles Book Review, and many other publications.  He has won grants from the National Endowment for the Arts in both fiction and creative non-fiction.  He lives in Cambridge, MA, and teaches at Bennington College, where he is a core faculty member of the Bennington Writing Seminars MFA program in writing and literature.  This must-listen episode is available on Voiceamerica.com, YouTube, Apple Podcasts, and Spotify!

This week on the Lebenthal Report we welcome back returning guest Kristia Adrian.  Kristia "Kris" Adrian, Executive Director, serves as the 529 Specialist for J.P. Morgan Asset Management. In her role, Kris travels throughout the country to educate clients and advisors on college planning and The Advisor-Guided 529 Plan using College Planning Essentials. Kris helps navigate a simplified explanation of 529 with Michael and Dominick.

Previously, Kris was an Internal Client Advisor for over a decade with J.P. Morgan Asset Management building advisory relationships with independent broker-dealers. She started her career in 2001 as an independent advisor with Royal Alliance Associates, focused on high-net-worth clients and estate planning. Kris holds a B.S. in Family Financial Planning from The Ohio State University. She is Series 7 and 63 licensed and resides in Columbus, OH.

This week on The Lebenthal Report, we welcome back Managing Director & Global Market Strategist at J.P. Morgan, David Lebovitz.  In this role, David is responsible for delivering timely market and economic insights to clients across the country. David helped build the Market Insights program in the United Kingdom and Europe, has appeared on both Bloomberg TV and CNBC, and is often quoted in the financial press. Michael and Dominick discuss with David the view of the market forecast going forward. As well as an update on the current market

This week on The Lebenthal Report we welcome back returning guest Harold Bollaci. Harold A. Bollaci, P.C. has been practicing law in Nassau County and New York City for almost 20 years, specializing in elder law, estate planning, estate administration, and estate litigation. Michael and Dominick go in-depth with Harold about the upcoming changes in Medicaid rules that are going into effect in 2024 and how you can act now to protect yourself. They answer some of the more prominent questions from our clients and listeners. To contact Harold for your estate planning questions or needs please visit Bollacilaw.com.