Welcome to innovating together, a podcast produced by the University Innovation Alliance. This is a podcast for busy people in higher education who are looking for the “aha moments” that can propel their work forward. Innovating Together curates the best insights, research, and experts. To connect with us further, visit www.theuia.org.
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Adviser Innovation Podcasts
Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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Adviser Innovation helps financial advisers build more efficient and sustainable advice practices via our events, website, newsletter and social media content.
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Professional network for financial advisers https://ensombl.com/ DISCLAIMER: The Ensombl podcast and all content contained on Ensombl is limited to factual information and does not constitute legal, financial or other professional advice. Ensombl does not hold an AFS licence and does not provide any financial services. Nothing on this podcast should be interpreted as financial advice. Before making any investment decision, Ensombl recommends obtaining financial advice from a qualified financ ...
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Join our thought leaders and special guests, as they explore and debate the themes, trends and opportunities shaping markets, and how these may translate for investors. This content is for institutional investors and information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial position. If you require advice based on your specific ...
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Clinicians have trained in the art and science of medicine, and yet feel powerless to make a meaningful impact on the healthcare system. Clinical Changemakers is the podcast looking to bridge this gap by exploring inspiring stories of leadership, innovation and so much more. To learn more and join the conversation, visit: www.clinicalchangemakers.com www.clinicalchangemakers.com
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Hosted by real estate investor Gavin J Gallagher, Behind The Facade explores the often overlooked but critically important mental and emotional game governing success in real estate. Reflecting on his own 30-year career with its soaring highs and horrendous lows, Gavin and his guests dive deep into the crucial behaviours and strategies required to thrive in the property sector. Find us on YouTube: www.youtube.com/@behindthefacade
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In this podcast series Matt Heine, Managing Director of Netwealth, chats to industry professionals and thought leaders on what opportunities and challenges they see for financial advisers, what they are working on and their favourite business book or podcast, to uncover their insights on a wide range of topics in relation to the delivery of advice and financial services.
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Unleash your best in life and work with executive coach, leadership expert, change consultant and keynote speaker Eric Boles and host Dale Dixon.
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Nonprofit professionals are faced with more challenges to accomplish their missions and the growing pressure to do more, raise more, and be more for the causes we hold so dear. Join Jon McCoy, CFRE and Becky Endicott, CFRE as they learn with you from some of the best in the industry; sharing the most innovative ideas, inspiration and stories of making a difference. You’re in good company and we welcome you to our community of nonprofit professionals, philanthropists, world changers, innovato ...
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Pillow Talk Sessions Podcast is the go-to podcast for exploring the future of hospitality and serviced living. Co-hosted by Jessica Gillingham and Kristian Lupinski and brought to you by the team at Abode Worldwide, each episode features insightful conversations with pioneers shaping the built-to-rent, co-living, PBSA, later living, multifamily and hospitality sectors. Each episode explores the transition from simply providing spaces to creating value, community, and experiences. We discuss ...
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Rachel Cheetham, Business owner, business adviser, coach and mentor explores everything business in The Curious Business Guide. If you're curious about every aspect of doing business and always keen to learn new things, each episode explores a challenge that came up for either a business she is working with or in the business she helps to run. This is a podcast for all those who run a small business, regardless of what point you are in your journey, who want answers to daft questions, practi ...
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The Fund Raising School is excited to launch the First Day Podcast from The Fund Raising School! Highlighting current news and research, this podcast provides fundraisers with the latest information in fundraising and philanthropy. Be more informed and stay up to date with the First Day Podcast from The Fund Raising School!
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3 Takeaways features insights from the world’s best thinkers, business leaders, writers, politicians, scientists and other newsmakers. Each episode ends with 3 key takeaways to help you understand the world in new ways that can benefit your life and career. Hosted by Lynn Thoman.
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At Everlake we build strong, long-term relationships with a core group of clients. We aspire to be the trusted wealth advisors to individuals, families, and businesses, guiding them towards financial security and fulfilment of their ambitions. Operating in an ethical and sustainable manner, and putting the interest of our clients first, our objective is to develop the future of financial planning in Ireland, setting the benchmark for integrity, innovation, and expertise. When you listen to t ...
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The Wales Tech Week Podcast explores how businesses and industries across Wales are embracing technology to innovate, solve challenges and scale. In the run-up to Wales Tech Week 2025 - Wales’ largest international tech summit running from November 24 to 26 at the International Convention Centre Wales, Newport – the series considers how sectors including manufacturing, professional services and the public sector are embracing innovation and becoming future-ready. It also examines the role of ...
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Money. Mimosas. Mythbusting. That Mint Podcast is the brainchild of Cathi Harrison (Director of The Verve Group) and Jo Campbell (Director at Para-Sols). It is also an AWARD-WINNING podcast for the 'Best Podcast - New' at the Investment Marketing and Innovation Awards 2021. Fed up of answering the same questions to people who don’t know financial services (What is a paraplanner? Do I actually need a pension? What the hell does an adviser even do?) the pair decided to create something that co ...
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Welcome to the Capital Fit podcast, where we explore the fascinating intersection of sustainable investing, holistic health, and achieving a harmonious life balance. Join us as we delve into the minds of visionary business owners, daring entrepreneurs, risk-takers, and seasoned investment managers who have unlocked their True Wealth by prioritizing their True Health. Discover how aligning your financial goals with your overall well-being can enhance your life in immeasurable ways. After all, ...
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Get to know the people behind energy efficiency, demand responses and distributed energy resources. Ours is a complex ecosystem of people designing, implementing, managing, marketing, researching and evaluating programs and new technologies. The ultimate goal -- saving energy! We get to the heart of the action, talking to the people who are making things happen at utility companies, the implementers, manufacturers, trade allies and industry influencers.
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Artificially Intelligent with Sam Maule and Maia Bittner
Sam Maule, Maia Bittner, Rachel Morrissey
When it comes to fintech, Sam Maule. and Maia Bittner have definitely honed a few talents over the years. They've got over a decade each in banking and payments industry, so they've earned their stripes. Now, some in the industry like to dub them fintech thought leaders- but they prefer to see themselves as perpetual fintech interns. And that's precisely why they decided to launch the Artificially Intelligent podcast - to create a platform where they can learn and look about edge cases in fi ...
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Joel is a Provisional Adviser at Integritas Wealth Advisers. He and James discuss his journey from gym owner and personal trainer to becoming a financial adviser, discussing the challenges, motivations, and lessons he learned along the way. Joel Perryman LinkedIn: https://www.linkedin.com/in/joel-perryman-116870a7/ Integritas Wealth Advisers Websit…
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Capital Fit & Xcellerant Ventures Presents an Unforgettable Evening at the Shufeldt hanger.
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8:53On October 23rd, from 5 to 8 p.m., an extraordinary gathering will take place—a convergence of visionaries and trailblazers at our exclusive VIP hangar event. This isn't just another networking opportunity; it's a launchpad for the future. We're thrilled to showcase a lineup of groundbreaking startup companies, each poised to redefine their industr…
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The Surprising Truth About Grief, Loss and Resilience (#270)
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15:07By Lynn Thoman
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Engine Room Podcast #75 - Kris Chapman
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A Mindful Pause + Meditation for Changemakers - Sonya Perez-Lauterbach
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9:29By We Are For Good
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Social Media Fundraising: Messaging Matters
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19:16By The Fund Raising School
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In Episode 217 of Money Matters USA, Fred discusses the early years of retirement, likening it to the 'A side' of a vinyl record. He emphasizes the importance of budgeting and planning for expenses during this phase, as many retirees tend to overspend on travel, hobbies, and home renovations. The conversation also highlights the necessity of tax st…
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AdviceTech Podcast #150 - moneyGPS Update
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48:22In this episode, Pat is joined by George Haramis, Co-Founder and CEO at moneyGPS. They discuss moneyGPS’s advancements in digital advice, including AI integration, new product offerings, platform scalability, and the transformative impact of tech on the advice and accounting industries. George Haramis LinkedIn: https://www.linkedin.com/in/georgehar…
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Good governance: The hidden lever behind investment success
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18:07With increasing uncertainty and market complexity putting decision makers under mounting pressure, governance shines through as a tool for gaining a potential competitive edge. In this episode, Helen Hope is joined by Jay Love and Boutros Thierry, to unpack what good governance is, explain why poor structures may hinder investors, and break down ho…
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Recorded live at the Ensombl Retirement Exchange, James speaks with a number of attendees on their "aha moments" from the event, and their take on innovative retirement planning strategies, evolving client needs, and practical approaches to engaging different generations. James Wrigley LinkedIn: https://www.linkedin.com/in/james-wrigley/ Discover U…
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650. Human-Centered Major Gifts: How to Build Your Pipeline - Tammy Zonker
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37:47Meet Tammy 🤝, the President + Founder of Fundraising Transformed and the Author of ‘Calling All Heroes’. With over 30 years of experience in fundraising, Tammy Zonker shares personal insights that have shaped her human-centered approach. She emphasizes empathy and trust as the foundation for genuine donor relationships, creating real, lasting conne…
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From Seminary to Systems: What Shaped This National Higher Ed Leader?
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22:24How do you lead when the rules keep changing, and you’re not even on the field? That’s the question this week as Start the Week with Wisdom welcomes Rob Anderson, President of SHEEO (State Higher Education Executive Officers Association). In a moment where campus leaders face overwhelming complexity, Rob opens a window into the headspace of the oft…
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Licensee Podcast Series #1 - Advice Evolution
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1:07:12In this first episode, Rocksy is joined by Brooke Hooton, Group Executive for AFSL's and Equity Holder at Advice Evolution. They explore Advice Evolution’s adviser-focused, flexible licensee model, its growth, support systems, and Brooke’s personal journey and leadership philosophy. Brooke Hooton LinkedIn: https://www.linkedin.com/in/brooke-hooton-…
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Harnessing the power of donor advised funds to maximize charitable giving, tax savings and estate planning with Shannon Coffey JD.
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32:36Sitting down on Zoom during a recent episode of my Capital Fit podcast with Shannon Coffey, JD, President of the Southeast Region at The Signatry Donor Advised Fund Company, was an enlightening experience that opened my eyes to the transformative potential of strategic philanthropy. Our conversation delved into the remarkable capabilities of their …
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AI Will Transform the World—But Who Decides How? (#269)
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14:05Artificial intelligence isn’t just another invention — it may be humanity’s first non-biological species. Craig Mundie, former Microsoft Chief Research and Strategy Officer and co-author of Genesis with Henry Kissinger and Eric Schmidt, explores what happens as AI begins to make decisions once made by humans. Who decides what AI should do? Who make…
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Engine Room Podcast #74 - Sebastian Mazza
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1:00:06This week, Rocksy speaks with Sebastian Mazza, Director at Wealth Depot. He shares his journey from family business roots to building Wealth Depot, discussing his approach to planning, team development, client relationships, and the evolving landscape of the advice industry. Sebastian Mazza LinkedIn: https://www.linkedin.com/in/sebastianmazzaca/ We…
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649. Retention Is a Love Language: Using AI to Communicate With More Care (Not Just More Often) - Crystal Clark, Amina Mohamed + Michael Mitchell
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44:16Retention is about relationships. But most donor communications either feel too rushed or too robotic. This session is about doing things differently with the power of AI, done responsibly. We’re sitting down with three organizations that are using AI to help them show up better for their donors: writing magnetic messaging, personalizing with care …
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265. Pay Attention to Who is Advising You | Dave Quinn
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46:19Episode 265. Pay Attention to Who is Advising You | Dave Quinn In this episode I speak with Dave Quinn a financial planner in Ireland. We discuss the evolving landscape of financial planning and the importance of understanding behavioral psychology in investment decisions. We explore common mistakes investors make, the significance of fees, and the…
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In this data-packed and donor-loving episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D., welcomes Mark Rovner, JD, Founder of Sea Change Strategies to uncover the goldmine hidden in plain sight: mid-level donors. Nope, not the cast of that sitcom based in Indiana, but the generous souls giving between $1,000 and $…
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In Episode 216 of Money Matters USA, Fred Saide discusses the complexities of retirement planning, emphasizing the need for flexibility and contingency plans. He highlights the importance of having multiple financial strategies to adapt to life's unexpected challenges, such as market downturns and personal life events like caregiving. The conversat…
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AdviceTech Podcast #149 - Balancing Growth & Innovation
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39:44This week, Pat speaks with Daniel Donovan, Head of Operations at Verse Wealth. They discuss Verse Wealth’s rapid growth, operational improvements, tech stack choices, automation initiatives, and strategic lessons learned in building a scalable, client-focused financial services business. Daniel Donovan LinkedIn: https://www.linkedin.com/in/danieldo…
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Driving Building Performance with Jonathan Burridge (Utopi)
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51:14In this week’s Pillow Talk Sessions, Jessica Gillingham and Kristian Lupinski sit down with Jonathan Burridge, Founder & CEO of Utopi, to explore how his company is helping operators cut costs, reduce carbon, and improve resident engagement through data-driven technology. 💡 Highlights include: ⚡ How Utopi uncovered 1,400% energy consumption varianc…
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The Ethics of AI in Healthcare: Beyond the Stochastic Parrot | Dr. Jessica Morley (Yale Digital Ethics Centre)
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1:03:14"AI has the potential to re-ontologize healthcare—to completely redesign what we consider to be a disease, what we consider to be a disability, and how we organise care. But we need to decide what good healthcare actually means before we AI-ify everything." — Dr Jessica Morley In this episode of Clinical Changemakers, Dr Jessica Morley, an AI ethic…
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Michelle is the Principal Wealth Adviser of The Wealth Designers. She and James discuss The Wealth Designers' innovative use of AI and technology to streamline client engagement, documentation, and advisory processes for a diverse client base. Michelle Flanagan LinkedIn: https://www.linkedin.com/in/michelle-flanagan-42b14413/ The Wealth Designers W…
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648. Unlock Your Board’s Potential: Accountability, Succession, and Engagement - Christal Cherry
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38:53Our dear friend Christal Cherry and Founder + CEO of The Board Pro and F3 Fabulous Female Fundraisers is back for a third time—yes, a true 3-peat in podcast appearances—bringing her wealth of experience in transforming nonprofit boards into vibrant, engaged communities. 💙 In this episode, we go beyond the usual board meeting routine to explore how …
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Reflections from the Twilight Zone: Remembering Charlie Kirk and much more on Capital Fit
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32:37In a world that often feels like a surreal tapestry of unpredictability and unrealities, finding the threads of meaning and direction can be a daunting endeavor. Last Wednesday, we were struck by the tragic and untimely loss of Charlie Kirk, a luminary whose impact transcended mere words. As I prepare to attend his Celebration of Life at the Cardin…
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Episode 264. Should we fear Inward Migration? In this episode I cover a recent report from the Irish Government's Department of Finance which predicts the population could be set to grow to 7.6m in the coming 40 years. This will have an impact on many areas of life in Ireland for both the native Irish and the migrants arriving on our shores - from …
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Why 199 of 200 Projects Fail: The Iron Law That Dooms Even the Smartest Ideas (#268)
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18:09What do kitchen renovations, Olympic Games, and nuclear power plants have in common? Most of them fail — spectacularly. World-renowned expert Bent Flyvbjerg explains why 199 out of 200 big projects go over budget, over time, and under expectations — and what the rare successful ones do differently. From Pixar films to the Empire State Building, lea…
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This week, Rocksy is joined by Morgan Hayward, Director Of Financial Planning at LumeWealth. They discuss her journey in financial planning, her client-focused business approach, the challenges and rewards of advising business owners and vulnerable clients, and her vision for building a values-driven, boutique practice. Morgan Hayward LinkedIn: htt…
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647. Your Year-End Campaign Playbook: Launch Your Most Generous Season Yet - Jon and Becky
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40:30Feeling the year-end crunch? Wondering how to balance fundraising, community care, and your own well-being without feeling overwhelmed? 🫠 In this episode, Jon and Becky bring you the “End of Year Playbook,” a playbook packed with practical tips to help you navigate the busy season with confidence and calm. We know year end can feel overwhelming, fr…
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In this soul-soothing episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D., sits down with fundraising coach, burnout buster, and author of What the Fundraising, Mallory Erickson. A former “accidental fundraiser” turned executive coach, Mallory brings a compassionate yet data-backed perspective on one of the sector’…
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Investment Podcast #28 - New Age of Ethical Investing
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28:11U Ethical’s Jon Fernie joins host James Whelan to unpack the new age of ethical investing. As client demand for values-aligned portfolios grows, they emphasize the importance of transparency, authenticity, and independent verification to avoid greenwashing. They explore the role of negative screens, positive tilts, and stewardship in building credi…
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In Episode 215 of Money Matters USA, Fred Saide discusses the evolution of estate planning, emphasizing its shift from merely addressing estate taxes to focusing on financial strategy and legacy planning. He highlights common mistakes people make, such as procrastination and outdated beneficiary designations, and explains the importance of trusts a…
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Tech for the Planet: Why Digital Innovation is Key to Sustainability (COMING SOON)
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45:08From cleantech start-ups to established firms integrating green technologies across operations, innovation is reshaping business models for a low-carbon future. Host Avril Lewis of Technology Connected is joined by Ieuan Rosser of FLS Group, Nick Tune of OptimiseAI and Steve Kent of Arcadis to discuss tech for the planet – one of the key themes of …
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A Night where Innovation and connections take flight at the Shufeldt hanger in the Scottsdale Airpark
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11:44In an era where innovation is the driving force behind societal progress, we find ourselves at the cusp of a remarkable gathering that promises to ignite inspiration and foster groundbreaking collaborations. On October 23rd, I have the distinct pleasure of hosting an exclusive event at the John Schufelt private hangar, nestled within the vibrant Sc…
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This week, Pat is joined by Shak Lala and Hardy Michel from Marloo. They discuss how they built Marloo as an innovative, adviser-focused AI note-taking and document generation platform, their customer-centric approach, and their vision for transforming the advice tech industry. Shak Lala LinkedIn: https://www.linkedin.com/in/shakeel-lala/ Hardy Mic…
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David is a Financial Adviser at First Financial, Melbourne. He and James discuss his career journey, international experiences, and current role as an adviser at First Financial, along with the variety of clients he now serves. David Jackson Profile: https://www.linkedin.com/in/david-jackson-174b6643/ First Financial Website: https://firstfinancial…
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646. Community-Centered Program Design: Lessons from Arab Women United - Zahraa Alrafish
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29:36Meet Zahraa 🤝, the inspiring founder of Arab Women United. Zahraa’s vision is simple but powerful: to create spaces where Arab, immigrant, and first-generation women feel seen, supported, and empowered. What started as a small college club has grown into a thriving nonprofit offering culturally grounded programs that nurture mental wellness, econom…
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In this episode, Peita talks with Ben Marshan and Naomi Holmes. They discuss how advisers can better support clients by shifting retirement planning beyond finances to address the emotional, identity, and lifestyle transitions that define a fulfilling retirement. Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Se…
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In this installment, Peita is joined once again by Ben Marshan and Naomi Holmes. They discuss how advisers can move beyond technical compliance to deliver deeper value by focusing on emotional connection, client experience, and transformative retirement planning. Peita Diamantidis LinkedIn: https://www.linkedin.com/in/peitamd/ Caboodle Financial Se…
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David Brooks: Why America’s Decline Story Is 75% Bonkers (#267)
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21:09Populists on the right and left say globalization gutted America’s middle class. David Brooks says that story is “75% bonkers.” In this episode, he reveals what’s myth, what’s true, and the deeper crisis shaping our politics today.By Lynn Thoman
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This week, Rocksy speaks with someone who's no stranger to Ensombl, Ben Nash, Founder and Financial Adviser at Pivot Wealth. Ben discusses the growth, operational strategies, technology adoption, and team culture that have driven Pivot Wealth’s success in delivering high-value advice to clients. Ben Nash LinkedIn: https://www.linkedin.com/in/benjam…
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645. Fundraising That Lasts: 8 Practical Strategies for Retention, Revenue, and Campaigns - Tesha McCord Poe
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40:37Meet Tesha McCord Poe 🤝, the CEO + Founder of Joy-Raising. The fundraising trailblazer and the visionary behind Joy Raising. Tesha generously shares her authentic journey into fundraising—full of lessons learned and real-world wisdom. She offers practical, proven strategies to keep your donors connected and engaged, even when the going gets tough. …
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263. From Restaurant Owner to Real Estate with Gino Barbaro
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45:34Episode 263. From Restaurant Owner to Real Estate with Gino Barbaro On this episode Gino Barbaro shares his journey from restaurant owner to becoming a successful real estate investor and life coach. He discusses the importance of mindset, the frameworks for success in real estate, and the impact of personal experiences on financial decisions. Gino…
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In this wide-ranging episode of The First Day from The Fundraising School, host Bill Stanczykiewicz, Ed.D., sits down with rural fundraising champion Julie Bianchi, CFRE, Campaign Practice Director at Cloudbreak Collective. With deep roots in small towns and a career spanning both urban and rural philanthropy, Julie brings a fresh and honest perspe…
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Private markets in motion: Navigating complexity and innovation in today’s private markets
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15:38Private credit has evolved rapidly over the past decade, becoming one of the most in-demand asset classes for investors seeking diversification, income, and resilience in portfolios. Yet with this growth has come added complexity, from structural shifts in lending markets to new product innovations and heightened regulatory changes. In this episode…
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In Episode 214, Fred discusses the importance of guaranteed income in retirement, challenging the traditional mindset of focusing solely on asset growth. He emphasizes the need for a strategic approach to retirement planning that includes understanding withdrawal rates, income replacement ratios, and the impact of longevity on financial needs. The …
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