Sortable Podcast Guest Directory

Last NameFull NameCompanyEpisode Link
AllanJonathon AllanWescom1Q Game Review – 2Q Game Plan
AllenJohathon AllenWescomLeveraging Technology to Gather Assets
AllenJonathon AllanWescomLife Insurance Awareness Should Be All Year – Pt. 1
ArmstrongEric ArmstrongCompass ConsultingManaging 2022’s Challenges
AurRhomes AurFirst HorizonInvestment Services vs. Wealth Management – What’s the Difference?
AurRhomes AurFirst HorizonThe Convergence of Investments, Trust, and Private Banking – Pt 1
BalfourIain BalfourAmeripriseThe Advisor Recruiting Dilemma – Part II
BalfourIain BalfourAmeripriseThe Advisor Recruiting Dilemma
Barhorst Matt BarhorstAmeripriseBeing a Best-Practices Program
BenedictKaren BenedictNorthwest Financial AdvisorsWomen in the Lead
BichlerBrian BichlerAtria WealthThe Tech-Human Balancing Act
BiliterDavid BiliterFirst CitizensBeing a Best-Practices Program
BookerTiger BookerLPLThe Emergence of Optimized Licensed Branch Employee Programs
BradshawCarolyn BradshawLPLThe Convergence of Investments, Trust, and Private Banking, Pt 2
BroderickHeather BroderickLPLHow Wealth Management Benefits the Institution
BronnenbergEd BronnenbergRandolph Brooks CUExecuting Effective Broker-Dealer Due Diligence
BuergerAlan BuergerCoventryNewest Trends in Life Settlements
BurgerKeith BurgerLuma TechUntangling ESG Investing
CahillPatrick CahillCoventryNewest Trends in Life Settlements
CameronHugh CameronJBC CompaniesNewest Trends in Life Settlements
CampbellSteve CampbellFulton BankDeepening Client Relationships and Increasing AUM with Policy Reviews
CamponeJames CamponeCFS/SPFFixing Life Insurance Sales
CamponeJames CamponeCFS/SPFLessons Learned from Working the COVID Crisis Remotely
CandlerErin CandlerM&T BankExceeding Clients Expectations
CapuzziBill CapuzziApex Fintech SolutionsOn the Road to Democratizing Investing
CassidyChris CassidyLPLThe Convergence of Investments, Trust, and Private Banking, Pt 2
CassidyChristopher CassidyLPLThe Convergence of Investments, Trust, and Private Banking – Pt 1
CassidyChris CassidyLPLHow Wealth Management Benefits the Institution
ChanDavid ChanCitibankThe State of Advisor Training
CheungAngie CheungBank of the WestLeveraging Financial Planning to Attract and Retain Assets
ChillingworthChuck ChillingworthWestland FinancialServicing the Protection Need
ChilsonSabrina ChilsonChemung Canal TrustDeepening Client Relationships and Increasing AUM with Policy Reviews
ClarkDon ClarkWintrustPodcast: Meeting Client Communications Expectations
ClarkDon ClarkWintrustCross-Departmental Cooperation
ColeKimberly ColeAmeripriseLeveraging Centers of Influence
CollierGary CollierPinnacleDiscussion with Our Channel’s Top Program Managers
ConsaloFrank ConsaloCitiA Look Ahead – Part One
ConsidineChris ConsidineZions BancorporationThe Convergence of Investments, Trust, and Private Banking, Pt 2
CorsarieBob CorsarieFifth ThirdMonth in Review – Sept/Oct 2020
CorsarieRobert CorsarieFirth Third BankThe Advisor Recruiting Dilemma – Part II
CosentinoRob CosentinoWebster BankOn Being a Trusted Advisor – Part 2
CoxMelissa CoxBrighthouse FinancialLeveraging Long Term Care Options to Enhance Client Relationships
CrowleyKathy CrowleyCentennial BankWomen in the Lead
CverckoDan CverckoFarmers NationalOnly the Adaptable Survive
DornanMaegan DornanWells FargoLeveraging Long Term Care Options to Enhance Client Relationships
DriverJason DriverSteward ConceptsLeveraging Advisor Mentorships
DunlapPete DunlapCitizens BankStrategic Roadmap for Second Half of 2021
EliasEugene EliasAtria WealthThe Tech-Human Balancing Act
EllenJane-Ellen PorterPeople’s UnitedLeadership Perspectives – Feb-March 2021
EllisWendy EllisFulton BankTop Women Advisors Unpack Success
EllmanDavid EllmanBank of the WestLeveraging Financial Planning to Attract and Retain Assets
EmerickSheli EmerickElevations CULessons Learned from Working the COVID Crisis Remotely
FerryJim FerryESSA Bank & Trust1Q Game Review – 2Q Game Plan
FlahertyKen FlahertyFrost BankCase Study: Bank Increases Revenues with Advisor Financial Planning Adoption
FordScott FordUS BancorpThe Evolution of Investment Services to Wealth Management
FrankeSteve FrankeAllegacy FCUManaging 2022’s Challenges
FujinagaJim FujinagaHancock WhitneyLessons Learned from Working the COVID Crisis Remotely
FujinagaJim FujinagaHancock WhitneyStrategic Roadmap for Second Half of 2021
FujinagaJim FujinagaHancock WhitneyThe Advisor Recruiting Dilemma
FujinagaJim FujinagaHancock WhitneyThe Next Wave of Gathering & Retaining Assets
GarnerWes GarnerRandolph Brooks FCUExceeding Clients Expectations
GavinChris Gavin Midwest BankAre Boutique Broker Dealers a Best Kept Secret?
GeorgeMike GeorgeFultonDiscussion with Our Channel’s Top Program Managers
GeweckeRobert GeweckeBank of the WestLeveraging Financial Planning to Attract and Retain Assets
GrahamMike GrahamMidwestern SecuritiesAre Boutique Broker Dealers a Best Kept Secret?
GrellierHolly GrellierAddison Ave/First Tech CUWomen in the Lead
GriffinMatt GriffinSteward Concepts/Family Trust CUA Look Ahead – Part One
GriffinMatt GriffinSteward Concepts/Family Trust CUOn Being a Trusted Advisor – Part 2
GriffinMatt GriffinSteward ConceptsLeveraging Advisor Mentorships
GudkaStephanie GudkaBellco CULessons Learned from Working the COVID Crisis Remotely
GuerrieriSam GuerrieriCanandaigua A Look Ahead – Part One
GuerrieriSam GuerrieriCanandaigua NationalEffective Ways to Gather Assets
HainesPaul HainesAtlantic Union2020 Wrap-Up
HainesPaul HainesAtlantic UnionDiscussion with Our Channel’s Top Program Managers
HandyBrandon HandyCFS/SPFThe Tech-Human Balancing Act
HansenPaul HansenKey BankAugust 2020 Month in Review
HarlLuke HarlFairfield National BankAre Boutique Broker Dealers a Best Kept Secret?
HarrisWallace Harris Jr.BMO HarrisJuly 2020 Month in Review
HartonRuss HartonCeteraOnly the Adaptable Survive
HecklickBill HecklickS&T BankStaying the Course During Crisis
HenryDavid HenryFinancial Independence GroupNewest Trends in Life Settlements
HerrmannScott HerrmannElevations CULessons Learned from Working the COVID Crisis Remotely
HershonPeter HershonCoventryNewest Trends in Life Settlements
HinchJosh HinschAmeripriseThe State of Advisor Training
HinschJosh HinschAmeripriseHow Do We Stay Relevant?
HinschJosh HinschAmeripriseThe Evolution of Investment Services to Wealth Management
HockettAnna HockettDoximMeeting Client Communications Expectations
HoffmanJohn HoffmanAmeripriseMonth in Review – Sept/Oct 2020
HollidayAngela HollidayFrostMonth in Review – Oct/Nov 2020
HollidayAngela HollidayFrost BankCase Study: Bank Increases Revenues with Advisor Financial Planning Adoption
HudsonJeremy HudsonAmeripriseWhat is Wealth Management?
HughbanksRyan HughbanksAmeripriseLife Insurance Awareness Should Be All Year – Pt. 1
JabczenskiDavid JabczenskiWescomLife Insurance Awareness Should Be All Year – Pt. 1
JacobsNeal JacobsCoventryNewest Trends in Life Settlements
JennerScott JennerAddison AveDiscussion with Our Channel’s Top Program Managers
JohannesBrad JohannesDECUTurning Prospects Into Clients
JohnsonMatthewAmeripriseEffective Ways to Gather Assets
KantorRoss KantorHancock WhitneyLessons Learned from Working the COVID Crisis Remotely
KellmanIndya KellmanLakeland BankDeepening Client Relationships and Increasing AUM with Policy Reviews
KillgoarTim KillgoarRaymond JamesDiscussion with Our Channel’s Top Program Managers
KillgoarTim KillgoarRaymond JamesContinuing Our Channel’s Momentum
KingHeidi KingWilson Bank & TrustTop Women Advisors Unpack Success
KlemanDarcy KlemanWestland FinancialServicing the Protection Need
KollRich KollInvestors BankJuly 2020 Month in Review
KollRich KollInvestors BankOnly the Adaptable Survive
KruchtenSteve KruchtenRaymond JamesDiscussion with Our Channel’s Top Program Managers
LarsonRenee LarsonRaymond JamesLeveraging Long Term Care Options to Enhance Client Relationships
MarasciulloJoe MarasciulloUnited Nations Credit UnionOn the Road to Democratizing Investing
MarshRichard MarshM&T2020 Wrap-Up
MartinAnnette MartinFulton BankTop Women Advisors Unpack Success
MarxJohn MarxElevations CULessons Learned from Working the COVID Crisis Remotely
MaurerLyle MaurerRegionsBeing a Trusted Advisor
McAfeeMatt McAfeeM&T BankHow Wealth Management Benefits the Institution
McAnellyJay McAnellyAmeripriseExecuting Effective Broker-Dealer Due Diligence
McCarthyKevin McCarthyTruistMonth in Review – Oct/Nov 2020
McCarthyKevin McCarthySynovusWhat's Working Now
McNeelyDonna McNeelyKinecta FCUStaying the Course During Crisis
MeanyKelly MeanyLPLThe Emergence of Optimized Licensed Branch Employee Programs
MeighanSean MeighanAtria WealthUntangling ESG Investing
MeltonChris MeltonAmeriprise2020 Wrap-Up
MeltonChris MeltonAmeripriseContinuing Our Channel’s Momentum
MeltonChris MeltonAmeripriseGoodbye 2021 Hello 2022 – Lessons Learned
MeltonChris MeltonAmeripriseWhat's Working Now
MeltonChris MeltonAmeripriseExceeding Clients Expectations
MeltonChris MeltonAmeripriseLeveraging Data for Growth
MintzMax MintzCommon InterestsUntangling ESG Investing
MiroballiMike MiroballiHuntingtonJune 2020 Month in Review
MiroballiMike MiroballiHuntingtonGrowth Beyond the Branches
MitchellDorothy MitchellUS BancorpAugust 2020 Month in Review
MummauKevin MummauCFS/SPFMonth in Review – Sept/Oct 2020
MurrayJC MurrayFirst Interstate BankTurning Prospects Into Clients
NasserSam NasserAmeripriseSuccess Beyond Market Performance
NonnengardJim NonnengardRegionsOnly the Adaptable Survive
NonnengardJim NonnengardRegions1Q Game Review – 2Q Game Plan
NordbeckSteve NordbeckAchieve CUOnly the Adaptable Survive
NorvellJacinda NorvellTruistEvolution of Business Models in our Channel
NorwoodJim NorwoodSecurities AmericaGoodbye 2021 Hello 2022 – Lessons Learned
O'BrienDan O'BrienLPLGoodbye 2021 Hello 2022 – Lessons Learned
O’MalleyChris O’MalleyMidwood FinancialLeveraging Financial Planning to Attract and Retain Assets
OlerioJohn OlerioWebsterJune 2020 Month in Review
OrrScott OrrDoximMeeting Client Communications Expectations
OsmanArthur OsmanLPLTurning Prospects Into Clients
OverbeyDan OverbeyIndependent FinancialFixing Life Insurance Sales
PedroncelliLaura PedroncelliAddison Ave/First Tech CUTop Women Advisors Unpack Success
Pellegrino Dan Pellegrino Webster BankOn Being a Trusted Advisor – Part 2
PestikasJennifer PestikasALEC Credit UnionWomen in the Lead
PinterErik PinterOld NationalTrust, Private Banking, Brokerage, Insurance – One Wealth
PollardCynthia PollardGateway ServicesLessons Learned from Working the COVID Crisis Remotely
PorterJane-ellen PorterM&T BankExceeding Clients Expectations
PowellTerry PowellRandolph BrooksCross-Departmental Cooperation
PowellTerry PowellRandolph Brooks FCUExceeding Clients Expectations
PriorMichael PriorPriority Financial GroupThe Next Wave of Gathering & Retaining Assets
ReedPatrick ReedYourStakeUntangling ESG Investing
RehhautFrank RehhautKinecta Credit UnionServicing the Protection Need
RichardVance RichardFirst HorizonLeadership Perspectives – Feb-March 2021
RichterJohn RichterEveryday LifeFixing Life Insurance Sales
RissmanGabe RissmanYourStakeUntangling ESG Investing
RobinsonRebecca RobinsonZions BancorporationTrust, Private Banking, Brokerage, Insurance – One Wealth
RobinsonRebecca RobinsonZions BancorporationThe Convergence of Investments, Trust, and Private Banking – Pt 1
RobinsonRebecca RobinsonZions BancorporationThe Convergence of Investments, Trust, and Private Banking, Pt 2
RodriguezMarco RodriguezFrost BankCase Study: Bank Increases Revenues with Advisor Financial Planning Adoption
RummelLeAnn RummelCeteraOnly the Adaptable Survive
SarafianosAlex SarafianosRegionsBeing a Trusted Advisor
ScanlonJames ScanlonLIMRAFixing Life Insurance Sales
SchmidtSolomon SchmidtKey BankLeveraging Advisor Mentorships
SchuttAnne SchuttMidwestern SecuritiesAre Boutique Broker Dealers a Best Kept Secret?
SearcyJosh SearcyIndependence BankMonth in Review – Oct/Nov 2020
SeaseTim SeaseSouth State BankSuccess Beyond Market Performance
SeaseTim SeaseSouth State BankHow Wealth Management Benefits the Institution
ShieldsJennifer ShieldsMidwood FinancialCase Study: Bank Increases Revenues with Advisor Financial Planning Adoption
ShieldsJennifer ShieldsMidwood FinancialLeveraging Financial Planning to Attract and Retain Assets
ShreveChuck ShreveFremont BankThe Emergence of Optimized Licensed Branch Employee Programs
SimulaDavid SimulaSAFE Credit UnionServicing the Protection Need
SimulaDavid SimulaSAFE Credit UnionThe Emergence of Optimized Licensed Branch Employee Programs
SkardaJoe SkardaKey BankWhat is Wealth Management?
SteitzJustin SteitzCopper Financial/Community America CUOn the Road to Democratizing Investing
StewartMerrill StewartAllegacy FCUFostering Cross-Departmental Cooperation
StroudKyle StroudCentennial BankStrategic Roadmap for Second Half of 2021
StroudKyle StroudCentennial BankExecuting Effective Broker-Dealer Due Diligence
SuYe SuPartners CU (Disney)Fixing Life Insurance Sales
SurovikBrian SurovikAmeripriseGrowth Beyond the Branches
SutterCheryl SutterAmerican National Bank of TexasEvolution of Business Models in our Channel
TamarkinJake TamarkinEveryday LifeFixing Life Insurance Sales
TedderJennifer TedderCeteraOptimizing Advisor Recruiting
ThompsonBob ThompsonS&T WealthJuly 2020 Month in Review
TingeyRyan TingeyCFS/SPFThe Tech-Human Balancing Act
TotorriMichael TotorriFirst HawaiianDiscussion with Our Channel’s Top Program Managers
TrandafirTeo TrandafirUW Credit UnionMeeting Client Communications Expectations
TrandafirTeo TrandafirUW Credit UnionServicing the Protection Need
VennBrian VennCalifornia Credit UnionExecuting Effective Broker-Dealer Due Diligence
VennBrian VennCalifornia Credit UnionLeveraging Data for Growth
WilkinsScott WilkinsAmeripriseLeveraging Technology to Gather Assets
WyattMike WyattAmerirpriseLeveraging Centers of Influence
YoungLisa YoungRise Private Wealth MgmtLife Insurance Awareness Should Be All Year – Pt. 1
ZimmermanDavid ZimmermanAtlantic UnionHow Do We Stay Relevant?
ZimmermanDavid ZimmermanAMAXXA GoupThe Next Wave of Gathering & Retaining Assets