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Cornerstone Advisors Podcasts

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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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Cornerstone Private Wealth Podcast

Cornerstone Private Wealth

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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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What's Going On In Banking

Ron Shevlin & Cornerstone Advisors

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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. Host Ron Shevlin is the Chief Research Officer for Cornerstone Advisors, Forbes Contributor, and author of the "What's Going On In Banking" Annual Report.
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Fintech Hustle

Sam Kilmer & Cornerstone Advisors

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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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Money Isn't Everything

Mary Wisniewski & Cornerstone Advisors

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Money isn’t Everything explores the many ways fintech is changing what it means to be a bank or credit union. Host Mary Wisniewski, Cornerstone's editor-at-large and long-time fintech reporter, interviews early-stage startups, academics, and creative fintech thinkers, on how they're rewriting financial services. Listen every other Thursday morning. Expect laughter.
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Plugged In - A Banking Podcast

Al Dominick and Steve Williams

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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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Leveraging Thought Leadership

Peter Winick and Bill Sherman

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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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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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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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Solomon Success » Podcast

Jason Hartman

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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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In 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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Banking 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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What 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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What 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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From 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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Host 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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What 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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Join us for an exclusive episode of The Exit Is Now: Partners and Pours podcast, hosted by Josh Koza. This episode features Scott Bushkie, Managing Partner at Cornerstone Business Services, an investment bank specializing in M&A services for lower middle-market companies. Scott shares how their Assurance 360 process gives business owners and their …
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Get the latest on the September markets, Fed decisions, and what might be coming for your investments. Brett and Dan break down key headlines and how they impact your financial planning. Topics include: - Why September is historically the worst month for the markets, with real data to back it up - Key factors influencing this year’s market, includi…
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The U.S. CEO of Zip has heard all kinds of knocks against Buy Now, Pay Later. In a wide-ranging conversation, Joe Heck tells Mary why the critics are wrong and why judgment has no place in personal finance. Loans through Zip are originated by WebBank. Show notes: Zip Chapters: [0:00] Welcome & Intro to Joe Heck, CEO of Zip [1:01] Defending BNPL Aga…
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What happens when every member of your team thinks, works, and communicates differently? Do you see chaos—or do you see opportunity? In this episode of Leveraging Thought Leadership, Peter Winick sits down with Stephanie Chung, bestselling author of "Leading People Who Are Not Like You" and a pioneering executive in the aviation industry. Stephanie…
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In this episode of What’s Going On in Banking, Ron Shevlin and Stacey Bryant unpack the latest moves from Revolut, Chime, and Nubank. Revolut tries its hand at signing up NYC commuters in subway stations, while Chime partners with Workday to reach employees — and even taps into music influencers to grow its brand. Meanwhile, Nubank continues its ex…
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Delays in selling, broken chains, and time-sensitive purchases are common challenges for home-movers. Host Gemma Casey is joined by Haydn Thomas of Cornerstone Finance Group, Ross Williams of OSB Group and Jodie Beck of Mortgage Maison to explore how regulated bridging loans can provide a flexible solution, allowing buyers to proceed with confidenc…
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Are you the bottleneck in your own business? Many entrepreneurs wear every hat—CEO, sales, R&D, even accounts receivable—yet still feel stuck. Cary Prejean, founder of Strategic Business Advisors and author of three books, has spent 40 years helping business owners shift from operator to visionary leader. In this episode, we explore why entrepreneu…
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There’s plenty of buzz about “self-driving money.” But what about those moments when people want more than an algorithm? Mary talks with Sam Lewis, CEO of Fruitful, a fintech firm betting on both humans and AI. Sam shares what’s broken in the traditional advisor model, how Fruitful’s subscription approach works, and why TikTok isn’t the place for p…
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What if your next career move wasn’t about climbing the ladder—but making real progress toward a life of purpose? In this episode of Leveraging Thought Leadership, host Peter Winick sits down with Michael Horn—author, speaker, and co-founder of the Clayton Christensen Institute for Disruptive Innovation —to explore how thought leadership can transf…
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What happens when world-class research escapes the ivory tower and takes root in the boardroom In this episode of Leveraging Thought Leadership, Peter Winick sits down with Christopher Marquis — Professor of Chinese Management at the University of Cambridge and author of "Profiteers: How Business Privatizes Profits and Socializes Costs" — to explor…
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Having the right insurance cover in place can protect a business itself and can also provide security for an owner’s family. Host Gemma Casey is joined by Paul Morgan of Cornerstone Finance and Jude Reynolds of UK Life to discuss the role of a mortgage advisor in ensuring that business owners understand their options and are properly protected from…
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Join us for an exclusive episode of The Exit Is Now: Partners and Pours podcast, hosted by Josh Koza. In this episode, Josh sits down with Jeff Armstrong, Director of Strategic Partnerships at Cultivate Advisors, a firm built entirely by former business owners. Jeff shares how Cultivate helps entrepreneurs scale their companies, increase enterprise…
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What if your team—not just your leaders—held the key to breakthrough performance? Today, Peter Winick sits down with long-time friend and bestselling author Keith Ferrazzi to explore why “leadership” alone isn’t enough anymore. Keith’s new work, "Never Lead Alone", moves beyond the individual and puts the spotlight on "teamship"—a powerful, often-o…
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Get the latest market insights and financial strategies with Brett Hina and Dan Lesneski from Cornerstone Private Wealth Partners. In this August episode, they tackle major client questions and break down what’s moving the markets right now. Here's what you'll learn in this episode: - Key market trends from the summer, including the strong performa…
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JPMorgan Chase lit a fire under the fintech world. The biggest U.S. bank says it wants to start charging aggregators for access to data through the bank's API. Some call it a smart business move. Others say it’s a threat to open banking. So, who’s right? Today on the show: Mary talks with Huw Davies, co-founder and chief executive at open finance c…
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What does it take to transform a mission-driven organization into a high-velocity execution machine? Today, Peter Winick sits down with Suba Vasudevan, COO of Mozilla, to explore how thought leadership drives impact inside and outside the organization. Suba isn’t just talking about brand elevation—she’s focused on aligning thought leadership with M…
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Deal-making is heating up. On the show today: Al and Steve sit down with Mike Maddox, CEO and president of the newly expanded $20B-asset Busey Bank, which merged with CrossFirst Bank earlier this year. They dig into scale, succession and strategy. They also discuss what stablecoins mean for banking, Busey’s $14B wealth management platform and why M…
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In this episode of What’s Going On in Banking, Ron Shevlin and Stacey Bryant tackle JPMorgan Chase’s controversial move to charge fintechs for data access—is it smart strategy or a threat to innovation? Then we dive into Goldman Sachs’ bold AI rollout and what it really means for the future of financial services. Hot takes, real-world analogies, an…
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What if the game of Whac-A-Mole perfectly described your leadership challenges? Ric Shriver and Jeff Fierstein think it does. These two veteran consultants have spent over four decades tackling recurring, high-stakes issues inside organizations—and they’ve captured those lessons in their book "Leadership Whack-A-Mole: Actionable Strategies to Leade…
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Personal protection insurance is a crucial part of any financial plan - not just a tick-box alongside a mortgage. Host Gemma Casey is joined by Rob Jackson of Trust Mortgage, Steve Evans of Scottish Widows Protection and Phil Emanuel of Cornerstone Finance to discuss how life cover, critical illness, and income protection can provide long-term secu…
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The federal government is phasing out a range of paper checks in favor of digital payments. On the show: Mary speaks to Lurein Perera, CEO and co-founder of GiveCard, a fintech company that helps nonprofits and government agencies issue and manage prepaid debit cards for direct cash assistance programs. They chat about the slow disappearance of che…
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What if you could lead organizational change the same way revolutions overthrow regimes? Today on Leveraging Thought Leadership, Peter Winick sits down with Greg Satell—co-founder of ChangeOS, bestselling author of "Cascades: How to Create a Movement That Drives Transformational Change", and one of the world’s top experts on transformational change…
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With growing interest in limited company buy-to-let and increasing complexity around tax liabilities, host Gemma Casey and guests Roger Morris of Chetwood Bank, John McCaffery of Alexander & Co Chartered Accountants and Sarah Hopkins of Cornerstone Finance explore what mortgage advisors need to know to best support landlord clients.…
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What if you could design the future — instead of reacting to it? In today's episode of Leveraging Thought Leadership, Peter Winick sits down with futurist and design strategist Lisa Kay Solomon to explore how leaders can use design thinking to actively shape what’s next. Lisa is a Designer-in-Residence at Stanford’s d.school, an educator, a bestsel…
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In this episode of Fintech Hustle, host Sam Kilmer engages with guests Kelley Michalik, Kelli Schultz, and Stephen Baker to discuss the evolving landscape of fintech, focusing on investment trends, the integration of marketing and sales, and the competitive dynamics between community banks and megabanks. The conversation highlights the importance o…
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In this special compilation episode of Leveraging Thought Leadership, host Bill Sherman brings together four voices at the forefront of AI and innovation: Jen Cohen, Stephanie Grayson, Amelia Ross, and Spencer Ante. Each offers a powerful, firsthand take on how AI is changing the way we lead, communicate, and make decisions. Jen Cohen explores how …
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Sophia Goldberg, CEO and co-founder of Ansa and author of "The Field Guide to Global Payments," views Girl Math as a joyful expression. Sophia explores the social media trend with Mary and shares her view on why it matters to all brands. They also discuss what’s broken with gift cards and opine on reward programs that resonate with people. Subscrib…
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Can doing good in the world be quantified like ROI? Peter Winick sits down with Nick Cooney, founder and managing partner of Lever VC, to explore how a venture capitalist measures moral return alongside financial return. Nick’s not your typical VC—he’s also the author of "What We Don't Do: Inaction in the Face of Suffering and the Drive to Do More"…
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The Genius Act brings new rules to stablecoins—but should banks care? Ron and Stacey dive into regulation, misinformation, and how celebrity hype is warping financial decision-making (yes, even for affluent boomers). Subscribe to the What’s Going On In Banking podcast here: https://www.crnrstone.com/gritty-insights/podcasts/whats-going-on-in-bankin…
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