The Fintape

In this episode of The Fintape, we get real about what it takes to grow—and why most advisory firms get stuck. Brodrick and Jamie are joined by Zach Conway and Kelsey McKenna of Seeds Investor to unpack the hard truth: clients don’t stay for performance, they stay for service.

If you’re pitching portfolios like a product shelf, while claiming to deliver “personalized planning,” you’re missing the mark. Zach and Kelsey break down:

- W...

The world of alternative investments is opening up like never before, but with new opportunities come big questions. Should your clients invest in farmland? Crypto? Opportunity Zones?

Dr. Craig Lemoine & Ailie Elmore break it down:

- What a liquidity premium really means

- How AI & automation are reshaping wealth management

- The tax advantages of investing in Opportunity Zones

- Why farmland could be a hedge against inflation 

C...

In this episode recorded live from Miami, Brodrick and special co-host Jamie Hopkins are joined by John Connell, Co-founder and CEO of Focal, who shares how AI agents are doing more than ever: filling forms, updating CRMs, and giving advisors back up to 15 hours a week.

John says this isn’t about replacing humans. It’s about freeing advisors up to focus on what matters most—their clients.

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• John Connell on Lin...

In this episode, Brodrick and special co-host Jamie Hopkins explore what’s really holding financial advisors back—with insight from Brandon McFadden, CWS®, AIF®, MBA , Wealth Director and Vice President at Bryn Mawr Capital Management.

While industry events often focus on better prospecting or marketing tactics, Brandon points to something more foundational: most advisors simply don’t ask for what they need. From clear com...

In this episode, we take a look at how artificial intelligence is changing the day-to-day work of financial advisors with Arnulf Hsu, CEO of GReminders. From scheduling meetings to preparing for client conversations, tools like GReminders aim to simplify time-consuming tasks and help advisors stay focused on client service and business growth. But is there a downside to AI assistants?

We discuss how these tools work, what they offer...

Vickie Lewin has seen it all—paper files, dial-up, and now AI. With 35 years in finance, she shares how advisors can upgrade tech without getting overwhelmed. Start small, stay consistent, and focus on tools that make life easier for you and your clients. Plus, why AI is like the internet all over again—and why women absolutely belong in this business.

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• Vickie Lewin on LinkedIn
• Amplify
• Brodrick Lothringer on L...

Regulations are shaking up financial advice, and Dale Brown isn’t holding back. As CEO of Financial Services Institute, he’s fighting to keep advice accessible for everyday Americans.

In this conversation, Dale breaks down how new rules could disrupt independent advisors, why trust in finance needs rebuilding, and what the future holds for the industry. If you care about financial freedom, this one’s for you!

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AI is everywhere, but are you actually ready for it? Devon Drew, Founder & CEO of AssetLink, explains what it takes for advisors and firms to leverage AI effectively. 

Devon breaks down why the future of AI starts with data unification, not algorithms. He shares how most firms are nowhere near ready for true AI adoption and what that means for staying competitive.

You will hear:

• Why AI is useless without clean, unified data
• How...

Join us as we chat with Johnny Sandquist as they get real about what’s working—and what’s not—in content marketing today. 

From why most “thought leadership” misses the mark to the debate over AI’s role in content creation, we break down why good marketing is like an index fund (hint: consistency wins). 

We also tackle building community vs. chasing followers, the rise of AI avatars, and how content consumption is already shifting th...

Storytelling shapes the way we connect with our audiences through marketing. With insights from Matt Ackermann, we explore how authentic storytelling builds community and engages viewers.

Key Takeaways:

- The importance of storytelling in marketing

- The role of authenticity in brand connection

- The evolution of content creation in the podcasting era

- Techniques for effective storytelling

- Balancing technology and personal touch

Connec...

On this episode, we discuss the power of community at The MarketCounsel Summit, where finance professionals connect organically and share insights. This conversation touches on the evolution of financial advice and how technology can augment human-centered approaches.

Key Takeaways: 

• Why The MarketCounsel Summit is unique in the finance industry

• Networking as a valuable tool for growth and development

• The significant shift toward...

On this episode we’re joined by Kay Lynn Mayhue, President of Merit Financial Advisors, who shares how continuous improvement (kaizen) drives success. In just four years, Merit completed 29 M&A deals while simultaneously achieving organic growth and talent retention.

Beyond finance, Merit builds a people-first culture, inspired by Southwest Airlines and Chick-fil-A, to enrich both clients and employees. Kay Lynn also dives into ...

What goes into making a worldwide Top 100 podcast? This episode we’re joined by Michael Batnick, Managing Partner at Ritholtz Wealth Management, to break down the key elements of a successful podcast in the financial space. 

Key Takeaways: 

• Michael’s origin story and the evolution of his podcast

• The importance of authenticity and relatability in connecting with listeners

• Audience feedback and pivoting

• The role of hard work, cons...

As the wealth transfer grows, the need for financial advisors to connect meaningfully with younger generations is more important than ever. Our guest Laura Garfield discusses how storytelling and effective video marketing can build engagement, trust, and a lasting impact in financial services.

Key Takeaways:

• The concept of ‘What’s in it for me’ in client storytelling

• Importance of authentic storytelling over self-promotional conte...

Manifest brings cutting-edge change to the 401(k) transfer process, empowering individuals to manage their retirement savings easily. Anuraag Tripathi shares insights on technological innovations, user experience, and the importance of support in achieving financial wellness.

Key takeaways: 

• Manifest's unique plan-to-plan transfer tool for 401(k) accounts

• Enhancing user experience in the transfer process

• Relevance of 401(k) ...

In this episode, we explore the critical intersection of healthcare costs and financial security in the workplace. Pat Moore and Jeff Cullen join Brodrick at the Wealth@Wor(k) conference to explain how employer decisions around health benefits can significantly impact employees' financial health, pushing for more informed choices and transparent systems.

We get into: 

• The urgent need for better, optimized health plans for empl...

In this episode, we’re talking with Sid Pailla, CEO of Sunny Day Fund. In addition to a lot of sports references and analogies, Sid and Brodrick discuss:

• The importance of emergency savings for financial stability

• Setting realistic and achievable emergency savings goals

• The average costs of financial emergencies

• The psychological aspects of financial preparedness

• The intersection of insurance and savings

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Can AI replace your financial advisor? Dr. Colin Slabach, clinical assistant professor at NYU, explains how this is a possibility while sharing his journey from Illinois to NYU. 

One thing’s for sure, AI couldn’t have generated this conversation. Brodrick and Colin run the gamut of topics, including the unique investment mentality of pro athletes, and Colin’s passion for behavioral finance and retirement planning. We also tackle the...

In this episode, Brian Hamburger joins us from the MarketCounsel Summit to talk about:

• Building a supportive community
• Addressing key areas often overlooked by financial advisors.
• Examining future challenges within the RIA space.
• Why an invite-only summit format enhances value and intimacy.

Don’t miss this conversation about fostering trust and innovation in wealth management.

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• MarketCounsel
• Hamburger Law
• ...