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Cornerstone Advisors Podcasts
The Cornerstone Finance Group Podcast addresses key challenges and opportunities in the mortgage and protection market, highlighting how top-performing mortgage advisors can turn customers into clients and build a successful and scalable business. The series features insights from Cornerstone’s senior team, funders and finance providers as well as advisors who share best practice on client conversations and relationships. Guests tackle topics including being ready for the record numbers of f ...
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What's Going On In Banking brings you the latest in Banking, Finance, and Fintech with insights and commentary from industry leaders, and breaking news as it happens. Hosted by Cornerstone Advisor's Ron Shevlin, Chief Research Officer, and Stacey Bryant, Director of Client Development.
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Join host Sam Kilmer, fintech advisor, in unscripted conversations with top fintech industry leaders. No planned corporate talking points, no scripts, no pitches. Just useful advice and insights. To keep it lively, Sam often brings co-hosts like author/researcher Ron Shevlin, former American Banker editor Mary Wisniewski, and former Bank Director President Al Dominick.
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Join Brett Hina and Dan Lesneski, seasoned Private Wealth Advisors from Cornerstone Private Wealth, as they answer your most pressing questions about today’s markets. With decades of combined experience serving high-net-worth clients, business owners, and retirees, Brett and Dan provide clear, insightful guidance tailored to help you achieve your unique financial goals. Each month, they unpack current market trends, share expert insights, and bring in top financial minds for interviews to gi ...
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Plugged In brings you raw, honest takes on all things in the banking industry. That means you aren’t going to get some buzzword-filled, cliche podcast – you’re getting an unfiltered look into topics in the financial world no one else is talking about. Your hosts, Al Dominick and Steve Williams, will talk to top players in the industry about what matters now, and what will shape the future. To groove along with Al and Steve's song references each episode, check out the official Plugged In Spo ...
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Join industry professionals as they share insight into the world of process safety, including news related to updated codes and standards, recent incidents and what you can learn from them, and their take on all elements of process safety. With decades of combined experience in real, practical implementation, they aren’t just advisors, they practice what they preach. Whether you’re new to process safety, in a role where you interact with aspects of process safety, or an experienced process s ...
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Welcome to the Leveraging Thought Leadership podcast, a beacon illuminating the paths and possibilities of thought leadership. With your guides, Peter Winick and Bill Sherman, we will embark on a journey into a captivating world where ideas converge with strategy and insight. Where will thought leadership take you? In each episode, we engage with thought leaders from diverse backgrounds. Whether it's professional keynote speaking, writing your own thought leadership book, investigating the n ...
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Known for making the complex simple, the cornerstone of Manisha Thakor’s work is a concept she calls “MoneyZen,” a joy-based approach to personal finance rooted in simplicity, freedom and abundance. As the Director of Wealth Strategies for Women at Buckingham and the BAM ALLIANCE, and the co-author of two critically acclaimed personal finance books for women, Manisha is an ardent financial literacy advocate. As a member of the firm’s investment policy committee, Manisha is passionate about i ...
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Welcome to Partners & Pours, a podcast presented by Exit Planning Institute, where the conversation flows as smoothly as the whiskey, hosted by Josh Koza. Explore real solutions in the exit planning space. Insights. Relationships. Conversations that matter. Straight talk over a straight pour. Partners & Pours: Real Partners. Real Pours. Real Conversations.
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Conversations with leading credit union executives about career development, industry practices, and secrets for success.
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The Solomon Success podcast is dedicated to the timeless wisdom of King Solomon and the Book of Proverbs in order to maximize one's business and life. To our advantage, we can find King Solomon's financial strategies in addition to many life philosophies documented in biblical scriptures. Focusing on these enduring fundamentals of success allows us to bypass the "get-rich-quick" schemes that cause many to stumble on their journey toward success. Our concern is not only spiritual in nature, b ...
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2025 in Fintech: The Best Insights from Fintech Hustle Podcast
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14:05Host Sam Kilmer looks back at the year’s most quoted hallway moments—packed with real-world takes on AI (purposeful, not buzzwordy), stablecoins (watch the fiat on/off-ramps), data activation (from “we have it” to “we use it”), and go-to-market alignment. Highlights include an AI reality check from a startup CEO, pragmatic stablecoin guidance from …
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Episode 137 - Cornerstones of Process Safety Training with Guest Tim Murphy
28:24
28:24
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28:24In this episode, Rob is joined by Tim Murphy, the Manager of the Corporate Process Safety Department at one of our longtime clients, Arkema. Rob and Tim discuss Cornerstones of Process Safety, a Process Safety training workshop that Amplify partnered with Arkema to create and bring to their engineers annually. Tune in to hear about the advantages t…
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How Rituals (Not Routines) Transform Leadership and Life | Erin Coupe | 678
20:25
20:25
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20:25What if you could stop running on empty—and still perform at your best? That's the question Erin Coupe, author of "I Can Fit That In" (and host of a podcast by the same name), invites leaders to ask. She challenges the old "time management" mindset that rewards burnout and box-checking, replacing it with a human-centered strategy of presence, choic…
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November Market Pulse: AI Adoption, Stock Performance, and Rise of Active ETFs
36:25
36:25
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36:25In this November episode of Cornerstone, Brett Hina and Daniel J. Lesneski break down the latest trends and frequently asked questions on the minds of investors. From the explosive growth of AI to market performance and investment strategies, here’s what’s covered: The ongoing impact and adoption of AI in the market, economy, and corporate strategi…
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The Power of the Pause: Why Slowing Down Fuels Stronger Leadership | Melissa Gonzalez | 677
42:22
42:22
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42:22What happens when life forces you to stop—and that pause changes everything? Melissa Gonzalez, Principal at MG2 Design and author of "The Purpose Pivot: How Dynamic Leaders Put Vulnerability and Intuition into Action", knows firsthand. A medical crisis made her rethink what success truly means. Once a Wall Street professional turned retail design e…
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Money20/20, AI Agents, and the Fiserv Fallout
27:28
27:28
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27:28From the floor of Money20/20 to Wall Street’s reaction to Fiserv’s meltdown — Ron Shevlin and Stacey Bryant break down what’s real, what’s hype, and what’s next in banking. They dive into the rise of “agentic AI,” fintech’s surprising optimism, and the inspiring leadership lessons from American Banker’s Most Powerful Women in Banking. Tune in for s…
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Bad credit is often seen as a major barrier to homeownership, but with the right advice and market knowledge, it doesn’t have to be. Host Gemma Casey is joined by Philip Keith of Mellow Financial and Vicki Picton of Veritas Financial Group Ltd to discuss how advisers can support clients who have struggled with their credit history, guiding them tow…
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Can We Make Checking Accounts Interesting Again?
33:32
33:32
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33:32“The checking account hasn't had meaningful innovation in a decade,” says Christian Widhalm, CEO of Bloom Credit. In today’s show, Mary talks to Christian about what it takes to make the product stand out, the open banking pricing debate and the case for why it’s time for BNPL payments to show up on credit reports. Show notes Bloom Credit Insights …
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The DPD Framework: How to Decide Faster and Lead Smarter | Dr. Geoffrey Mount Varner | 676
20:48
20:48
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20:48What happens when life-and-death decision-making meets the boardroom? Today our guest is Dr. Geoffrey Mount Varner—a physician, author of "FAST DECISIONS: Think Fast. Be Bold. Be Fearless", and leadership expert—shares how his experience in emergency medicine led him to develop a powerful framework for decision-making under pressure. As the former …
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Episode 136 - CSB AR3 Breakdown - Pressure Relief: When do you need it and where does it go?
17:50
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17:50In this episode, Jackson and Magi discuss some of the incidents in the CSB's most recent volume of the Accidental Release Reporting Rule, or AR3 as we like to call it. This episode is all about the importance of pressure relief systems and thorough hazard evaluations to ensure the safety of workers. Tune in to find out more! For more about the CSB'…
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The Power of Women's Stories in Tech | Miri Rodriguez | 675
15:59
15:59
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15:59What happens when a storyteller from Microsoft turns her lens on the women shaping technology's past, present, and future? Today on Leveraging Thought Leadership, Peter Winick sits down with Miri Rodriguez, CEO of Empressa AI, best-selling author, storyteller at Microsoft, and co-author of "The Women of Microsoft" (Wiley). Miri reveals how a simple…
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Purposeful AI, Tokenized Mortgages, and What Community Banks Must Do Next
47:10
47:10
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47:10Host Sam Kilmer gathers Reva Rao (Head of Digital Transformation, Blend), David Ladic (SVP, Zafin), Adam Aspes (Partner, FINTOP), and co-host Kelli Schultz for a candid hallway conversation. They trade “day-in-the-life” views (and nonstop event planning), argue for purposeful AI over buzzwords, and unpack regulator-ready AI governance (from “know y…
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Horseback, Hot Takes, and $200B Mergers: Banking’s Strategic Shakeup
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25:07
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25:07In this episode of What’s Going On in Banking, Ron Shevlin and Stacey Bryant break down Fifth Third’s $10.9B merger with Comerica, exploring why it’s less of a merger and more of a financial fusion reactor. Then, they dive into U.S. Bancorp’s bet on stablecoins and what it means for the future of payments, strategy, and tech modernization in bankin…
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“Why Do We Make It Adversarial?” Rethinking Debt Collection
34:48
34:48
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34:48Debt collection doesn’t have to mean fear and shame. Gwyneth Borden, Remynt’s founder and CEO, joins Mary to explore a friendlier way for financial institutions to collect debt. Among the newer approaches: offering financial therapy, building credit while paying down debt and turning delinquency into long-term loyalty. Show notes: Remynt Subscribe …
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How Thought Leaders Win the Publishing Game | Ken Lizotte | 674
23:58
23:58
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23:58What's the real ROI of a book? That's the question Peter Winick poses to Chief Imaginative Officer of Emerson Consulting, author of "The Expert's Edge: Become the Go-To Authority People Turn to Every Time" and publishing expert Ken Lizotte, in this episode of Leveraging Thought Leadership. Ken has helped more than 350 thought leaders turn their ide…
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Episode 135 - Incident Breakdown: July 31, 2024 Ammonia Release at Cuisine Solutions
25:19
25:19
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25:19In this episode, Rob and Jackson discuss the findings of the CSB report regarding an ammonia release incident at Cuisine Solutions in Sterling, Virginia. They delve into the details of the incident, the safety highlights from the report, and the recommendations made by the CSB to improve safety protocols. This episode highlights the importance of e…
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How Great Thought Leaders Use Podcasts to Scale Influence | Ryan Estes | 673
20:55
20:55
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20:55What makes a podcast truly powerful — and worth your time? In this episode of Leveraging Thought Leadership, Peter Winick sits down with Ryan Estes, co-founder of Wildcast and Kitcaster, to unpack what separates a great podcast guest — and host — from the rest. Ryan's work connects CEOs, founders, and thought leaders to the right audiences through …
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Later Life Lending: Meeting Rising Demand
26:38
26:38
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26:38Later life lending – including equity release and lifetime mortgages – can support people who are planning for longer retirements or have complex financial needs. Host Gemma Casey is joined by Ryan Mansell of Cornerstone Finance, Will Hale of Air and Dave Harris of More2Life to discuss what mortgage advisers need to know to confidently support clie…
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Why the Best Idea Isn't Enough | Gavin McMahon | 672
39:06
39:06
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39:06What if the world didn't reward the best ideas — but the best-packaged ones? That's the question at the heart of this conversation between Bill Sherman and Gavin McMahon, CEO of fassforward and author of Story Business. Once an engineer designing submarines, Gavin discovered that technical brilliance alone doesn't move ideas forward — storytelling …
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Hunger Games Banking: Nubank’s U.S. Play, AI Work Slop, and the Core Wars
26:33
26:33
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26:33From AI “workslop” to Nubank’s U.S. charter to major fintech acquisitions — this episode of What’s Going On in Banking dives into the biggest stories shaping financial services right now. Ron Shevlin and Stacey Bryant debate whether AI is really making us less creative, discuss why Nubank’s U.S. expansion could be a fintech turning point, and break…
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The Power of Peer-to-Peer Leadership | Ken Banta | 671
21:11
21:11
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21:11What happens when senior executives step into a room and speak with radical candor? In this episode of Leveraging Thought Leadership, host Peter Winick sits down with Ken Banta, Founder and CEO of the Vanguard Network, to explore how real leaders grow stronger through dialogue—not monologues. Ken doesn't just advise on leadership—he builds ecosyste…
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How Strategic CFOs Help Business Owners Move Forward with FocusCFO
21:55
21:55
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21:55Join us for an exclusive episode of The Exit Is Now: Partners and Pours, hosted by Josh Koza. This week, Josh welcomes Darren Cherry of FocusCFO, a firm specializing in fractional CFO services for the lower middle market. Darren walks us through FocusCFO’s unique dual-role model that pairs business owners with both a relationship lead and a CFO foc…
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Are We in an AI Tech Bubble or Another 1999? Market Insights for October
38:04
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38:04Get up to speed with the latest market moves and insights in our October podcast. Brett and Dan break down recent trends, compare today’s tech rally to past booms, and share actionable strategies for your portfolio. In this episode, we discuss: - Market performance recap: Stocks, small caps, and the continued dominance of Big Tech and the "Magnific…
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A.I. Promises, Banking Realities, and a Few Hidden Gems
19:31
19:31
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19:31By Al Dominick and Steve Williams
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Episode 134 - Process Safety in Process Design with Guest Bruno de Kort
47:03
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1
Secured Loans: When to Choose a Second-Charge Mortgage
21:51
21:51
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21:51Secured loans – also known as second-charge mortgages – could be an option for property owners considering additional finance. Host Gemma Casey is joined by James Rainbird and Sarah Stroud of Truffle Specialist Finance and Liam Schewitz of Lima Money to discuss when they are an appropriate solution, how they differ from re-mortgaging or further adv…
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The Power of Discipline and Candor in Executive Leadership | Des Hague | 670
20:53
20:53
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20:53What happens when a CEO treats thought leadership as essential as strategy? In this episode of Leveraging Thought Leadership, host Peter Winick sits down with Des Hague, an acclaimed executive who has led global brands like PepsiCo, IHOP, and Centerplate, and now advises startups, nonprofits, and private equity firms. He's also the author of "Think…
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Responsible Gambling, Open Banking and the Future of Money. Oh My!
27:58
27:58
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27:58Financial health checks on transactions? It’s happening. James Neville, the CEO of Yaspa, chats with Mary about how open banking enables greater transparency and control to the high-risk sector of gambling. They also talk about where AI hits its limits and why Yaspa recently set up shop in Atlanta. Show notes: - Yaspa Chapters: [0:00] Intro – Meet …
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What if time wasn't fixed, but something you could stretch, compress, and reframe? In this episode of Leveraging Thought Leadership, host Bill Sherman sits down with John Coyle—Olympian, design thinking expert, and author of "Design for Strengths". John has spent his life chasing the meaning of time, from hundredths of a second on the ice to decade…
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Data, Trust & The Death of Product-Centric Banking | FinovateFall 2025
18:11
18:11
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18:11Recording “in the hall” at FinovateFall, host Sam Kilmer is joined by Wayne Miller ( SVP Innovation at ICBA & GP at BankTech Ventures), Tiffani Montez (Principal Analyst, EMARKETER), and Har Rai Khalsa (CEO & Co-Founder, Swaystack). They discuss what a fintech leader’s day really looks like, the urgency of AI adoption, the shaky logic of bank-issue…
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Conferences, AI Snake Oil, and the Future of Fintech
29:53
29:53
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29:53In this episode of What’s Going On in Banking, Ron Shevlin and Stacey Bryant dive into the biggest takeaways from Jack Henry Connect and Finovate. From game-changing onboarding strategies to fraud dispute innovation, we unpack what’s really moving the needle in banking tech. They also discuss the emotional side of fintech, remember community leader…
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Episode 133 - Human Reliability Analysis (HRA) with Gilsa Monteiro
42:50
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42:50In this episode, Rob is joined by Gilsa Monteiro to discuss Brazil's Human Reliability Analysis (HRA) and the advantages the guidelines bring to the process safety industry. Gilsa is a process safety expert based in Brazil with both a Masters and a PhD in Nuclear Engineering. Tune in to hear all about how the HRA helps to prevent incidents!To conne…
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The Neobank Founder Using TikTok to Fight Scams
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40:49Banking for older Americans doesn’t exactly scream TikTok. But Kevin Nazemi, co-founder and CEO of Charlie, discovered short videos about scams are resonating with people and their families. On today’s show: Why fraud thrives on urgency, how slowing down payments can help and why Kevin thinks friction in banking might actually be a good thing. Show…
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From Notebook to Transformation | Klint Guerry | 668
22:47
22:47
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22:47What if the key to transformation isn't a new app, a coach, or a seminar—but a 99-cent notebook? In this episode of Leveraging Thought Leadership, Peter Winick sits down with Klint Guerry, Group Vice President at Sewell Automotive Companies and author of "A Guide to Self Disruption". Klint reveals how a simple daily practice evolved into a powerful…
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Building Authority Through the Boardroom | Erik Hanberg | 667
31:41
31:41
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31:41What does it take for a self-published author to turn a niche book into a best-seller—and then hand it over to a traditional publisher for its second edition? Erik Hanberg did just that with "The Little Book of Boards: A Board Member's Handbook for Small and Very Small Nonprofits". His journey offers lessons in entrepreneurship, publishing strategy…
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Supporting Property Investors with Non-Regulated Bridging
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21:38From auction wins to major refurbishments, experienced property investors often need funding fast. Host Gemma Casey is joined by Haydn Thomas and Loui O’Brien of Cornerstone Finance Group and Tony Gilbertson of Signature Property Finance to discuss non-regulated bridging loans - what makes them different, when to use them, and how mortgage advisors…
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From the Rooftop of JAM Fintop 2025 // Steve Soukup, Todd Clark, Erin Simpson, Karan Kashyap
31:20
31:20
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31:20Host Sam Kilmer records live from Hyatt Nashville with Steve Soukup (DefenseStorm), Todd Clark (Investifi), Erin Simpson (Encore Bank), and Karan Kashyap (Posh). They swap “day-in-the-life” notes, why AI went from “go slow” to “why aren’t we live,” practical stablecoin prep, real-time payments use cases, ERP integrations, deposit outflows to wealth…
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The Power of Saying Yes: How Curiosity Fuels Thought Leadership | Dan Ariely | 666
24:27
24:27
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24:27What if gambling with your time was the smartest investment you could make as a thought leader? Today on Leveraging Thought Leadership, host Peter Winick sits down with Dan Ariely—renowned behavioral economist, three-time New York Times bestselling author, and one of the sharpest minds in decision science. His work has influenced companies like Goo…
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