Best Brandon Lewin Podcasts (2025)

1
The One Skill Financial Advisors Shouldn't Ignore with Brandon McFadden 33:05

2h ago33:05

33:05

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 fou…

1
Time is Money: AI's True Potential in Wealth Management with Arnulf Hsu 26:42

6d ago26:42

26:42

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 …

1
Byte-Sized Progress: How Technology Reshapes Financial Advising with Vickie Lewin 35:36

1M ago35:36

35:36

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 busin…

1
Main Street vs. Wall Street with Dale Brown 23:04

2M ago23:04

23:04

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 indu…

1
The AI Advantage: How to Turn Data into Your Competitive Edge with Devon Drew 22:27

2M ago22:27

22:27

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 stayi…

1
Thought Leadership vs. Content Marketing: Why Being Provocative Wins with Johnny Sandquist 41:03

2M ago41:03

41:03

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 …

1
How Storytelling Can Transform Your Marketing Strategy with Matt Ackermann 26:27

2M ago26:27

26:27

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 …

1
No Shortcuts: Why Marketing, Content, and Community Matter with Tony Stich 31:12

2M ago31:12

31:12

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 •…

1
Kaizen and Dynamic Growth with Kay Lynn Mayhue 35:12

3M ago35:12

35:12

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 Airline…

1
The Art of a Good Podcast with Michael Batnick 33:48

3M ago33:48

33:48

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 …

1
Video Marketing and Storytelling in Financial Services with Laura Garfield 30:33

4M ago30:33

30:33

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’ i…

1
Streamlining 401k Transfers for a Brighter Retirement with Anuraag Tripathi 20:38

4M ago20:38

20:38

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) …

1
Why Your Employer Health Plan is Failing You with Pat Moore and Jeff Cullen 29:41

4M ago29:41

29:41

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 sy…

1
How Much Should You Save For Emergencies? with Sid Pailla 16:36

4M ago16:36

16:36

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…

1
"Financial Literacy" Makes No Sense with Dr. Colin Slabach 28:35

4M ago28:35

28:35

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, a…

1
Cultivating an Impactful Community with Brian Hamburger 25:10

4M ago25:10

25:10

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 inn…

1
How Are Tech and Data Changing Financial Services? with Tom Rieman 27:00

5M ago27:00

27:00

How can financial advisors stay human in a tech-driven world? At the Wealth Management Edge conference, Tom Rieman helps us explore how decision science helps advisors build trust, stand out, and grow. Brodrick shares what clients really want—honesty, connection, and guidance. We also dig into how data is transforming financial services, from impro…

1
Skating to Sustainable Growth with Rob Madore 21:55

5M ago21:55

21:55

What do hockey and wealth management have in common? More than you think. Dive into this episode to discover how lessons from sports shaped a financial career, the surprising impact of "service creep," and practical strategies for building strong client relationships and sustainable growth. Connect with us below! Rob Madore on LinkedIn MarshBerry B…

1
Sibyl Slade on Leaving Your Comfort Zone and Standing Out 23:28

7M ago23:28

23:28

In this episode, Sibyl Slade, founder of IntegriVest Wealth Advisors LLC, shares her journey from the Federal Reserve to leading in wealth management. From the Wealth Management EDGE conference, she talks about using networking to promote diversity in finance and ensure financial services reach every community. Sibyl also opens up about entrepreneu…

1
Kristy Puckett on How to Build a Community with Real Connections 24:42

7M ago24:42

24:42

In this episode, Kristy Puckett, National Director of Business Development at RFG Advisory, shares how focusing on genuine relationships in finance can create new opportunities. She talks about the power of community, sincere compliments, and why connections matter more than technical skills. Kristy also opens up about the challenges of podcasting …

1
Mary Kate Gulick on the Importance of Genuine Branding 22:14

7M ago22:14

22:14

In this episode, we talk with Mary Kate Gulick about how messaging, marketing, and community come together in the financial services world. She shares her journey from analyzing data to helping people with financial planning, with a strong focus on clear, authentic communication. We also explore how branding, inspired by big names like Harley-David…

1
Matt Halloran on Authentically Putting Yourself Out There 21:28

7M ago21:28

21:28

In this episode, Matt Halloran, co-founder of ProudMouth, joins us to discuss how he empowers financial advisors to share their stories through podcasting. He talks about his journey from working in finance to helping advisors step out of the shadows and embrace authentic communication, transforming them from “best kept secrets” into trusted voices…

1
Julie Johnson on Embracing Authenticity and Finding Your Voice 27:26

8M ago27:26

27:26

Julie Johnson's journey in finance is all about overcoming challenges and staying true to herself. She faced it all. Her goal? Helping financial advisors build trust and improve communication. Now, through her company XY Communication, she’s focused on preparing advisors for the big wealth transfer ahead. Julie also highlights the struggles women f…

1
Marguerita Cheng on the Intersection of Finance and Social Good 14:55

8M ago14:55

14:55

In this episode, we explore how you can align investments with positive social impact without sacrificing returns. Marguerita Cheng, who moderated a recent panel on impact investing, breaks down misconceptions and highlights opportunities in areas like carbon shares and climate change. We also dive into her passion for financial advice, aiming to l…

1
Larry Sprung on Podcasting and Meaningful Connections 21:46

8M ago21:46

21:46

In this episode, Larry Sprung, founder of Mitlin Financial, shares how his podcast, "Mitlin Money Mindset," helped him strengthen client relationships, expand his network, and uncover new opportunities. He discusses the real reasons behind starting his podcast and how it has boosted both his personal and professional life. Larry also offers tips on…

1
Bob DePasquale on Transforming Business with Genuine Generosity 20:58

8M ago20:58

20:58

In this episode, Bob DePasquale shares how financial advisors can use generosity to strengthen client relationships, grow their business, and find personal fulfillment. He discusses the challenges of ESG practices, the importance of being authentic, and offers simple tips for busy business owners on incorporating generosity into their lives. From s…

1
Andree Mohr on Leadership, Growth, and Technology 21:28

8M ago21:28

21:28

Andree Mohr, president of Integrated Partners, talks about her big plans for the company, focusing on growth, technology, and supporting advisors. Andree explains how tools like ChatGPT can help advisors with content marketing and shares tips on balancing AI with personal creativity. Inspired by Tom Brady’s drive, this episode is full of practical …

1
Shannon Rosic on Creative Client Engagement 19:00

8M ago19:00

19:00

Shannon Rosic, Director of Wealthstack Content and Solutions at Informa, shares tips on how to stand out in wealth management by building real connections and staying up-to-date with industry trends. She talks about the Wealth Management Edge Conference and how it offers great networking and insights. Shannon also shares fun stories, including her …

1
Diana Cabrices on Authentic Marketing in the Age of AI 21:55

9M ago21:55

21:55

Join us as Diana Cabrices shares her journey from a career in financial tech to starting her own consulting firm. Hear about the challenges of entrepreneurship, the power of creating customer-focused content, and how AI is changing marketing. Learn why authenticity is key and get tips for building your media presence in the tech world. Connect with…

1
Jaci Stanton on Blending Finance, AI, and Human Connection 20:20

9M ago20:20

20:20

How is artificial intelligence (AI) shaping the future of finance? This week, Jaci Stanton, Managing Director at F2 Strategy, joins “The Weekly Fintape.” Together, we discuss AI’s role in enhancing financial advisors’ efficiency and personalizing client experiences. Drawing parallels to familiar platforms like Google and Netflix, we examine the del…

1
Marla Sofer on Trust and Data in Finance 27:41

9M ago27:41

27:41

Ever wondered how financial services could better serve their customers by truly understanding their needs and values? This week, Marla Sofer, the visionary founder and CEO of Knomee, joins “The Weekly Fintape.” With experience at JP Morgan, BlackRock, and Microsoft, Marla shares insights on transforming the industry. Marla addresses financial stre…

1
Cameo Roberson on Challenges to Triumphs in Financial Services 17:43

10M ago17:43

17:43

This week, Cameo Roberson, Founder and CEO of Atlas Park Consulting, joins “The Weekly Fintape” and shares her strategies for creating structure in the midst of rapid growth, by establishing repeatable processes, strategic hiring, and effective team management. Cameo also offers invaluable advice on how to stay emotionally available for your team a…

1
Laine Schoneberger and Wendy Kay Avery on Yrefy's Innovative Solution for Student Loan Debt 47:34

10M ago47:34

47:34

This week, Laine Schoneberger and Wendy Kay Avery from Yrefy join “The Weekly Fintape” to discuss how Yrefy is transforming the landscape of private student loan debt. They shed light on their innovative approach to refinancing distressed student loans, explaining how Yrefy offers borrowers a path to financial stability with fixed interest rates an…

1
Kendra Wright on Her Journey as the Rock & Roll Kid of Finance 33:40

10M ago33:40

33:40

This week, Kendra Wright joins “The Weekly Fintape” as we discuss her journey from the rock and roll industry to the world of finance. Kendra’s extensive experience in the financial industry gives listeners valuable insights on building a business that aligns with your personal values and strengths. Our conversation reveals the secrets behind secur…

1
Ed Coambs on Financial Intimacy and Open Communication 25:16

10M ago25:16

25:16

This week, Ed Coambs, thought leader in financial therapy and the host of the "Healthy Love and Money" podcast joins “The Weekly Fintape” and shares his expertise on how to communicate about money openly with those who matter most in your life. We dive deep into the concepts of financial intimacy, addressing the anxiety and loneliness that can ofte…

1
Breanna Blaney on Redefining Wealth and Harmony 21:00

11M ago21:00

21:00

Ever wondered how to transform your relationship with money and find true fulfillment in your financial journey? Join us as we chat with Breanna Blaney, Director and VP of Life Invested at Dimensional Fund Advisors, who brings a fresh perspective to financial planning. Breanna shares her unique approach to aligning financial goals with personal pas…

1
Cary Carbonaro on Empowering Women Through Financial Literacy and Tools 21:59

11M ago21:59

21:59

This week, we sit down with Cary Carbonaro, an award winning financial advisor, women and wealth expert and author. We learned about her strategies for debunking financial myths and leveraging social media for consumer education. Cary emphasizes inclusivity in finance for women as they approach controlling two-thirds of the nation's wealth by 2030.…

1
Scott Frank on Mastering Empathy and Authenticity in Financial Planning 26:04

11M ago26:04

26:04

Want to deepen your understanding and connection with your financial clients? Setting aside personal biases and focusing on clients' passions is key to effective financial planning. Join us for a transformative episode of “The Weekly Fintape” featuring Scott Frank, founder of Stone Steps Financial and co-host of the Real Personal Finance podcast, a…

1
Dr. Craig Lemoine & Ailie Elmore: From Dirt to Derivatives 33:36

11M ago33:36

33:36

On this week's episode, we explore the intersection of financial advising and farming with Dr. Craig Lemoine and Ailie Elmore, hosts of the Land & Everything Else podcast. Discover how their Agriculture Focus Financial Planning Designation is reshaping the industry and gain insights into Dr. Craig's innovative business philosophy. We'll dive into s…

1
Dr. Anthony Chan on Unraveling Consumer Pessimism – Economic Realities, Media Bias, and the Future of Work 41:17

11M ago41:17

41:17

Ever wondered why consumer confidence lags behind economic growth? Join us on this episode of “The Weekly Fintape” as we dive deep with Dr. Anthony Chan, former Chief Economist at JPMorgan Chase, current Substack writer and podcast co-host of Legacy Lessons. Discover how he navigates unbiased economic analysis, shedding light on why 63% still view …

1
Shana Orczyk Sissel on Empowering Advisors with Alternative Investments and Personal Strength 23:54

11M ago23:54

23:54

Ever wondered how resilience and leadership can transform both personal challenges and business innovation? Join us as Shana Orcyk Sissel, founder and CEO of Banríon Capital Management, shares her inspiring journey battling stage four breast cancer and a spinal tumor while guiding her firm to new heights. How has her experience shaped Banríon’s app…

1
Welcome to the Weekly Fintape! 10:04

12M ago10:04

10:04

Welcome to The Weekly Fintape, a podcast that offers a unique human perspective on financial advising. Brodrick Lothringer, CEO and Founder of PodPony, goes beyond numbers to uncover the person behind the profession. While Pete typically works behind the scenes, he joins Brodrick to share tales ranging from travel mishaps to the aspirations for our…

1
The First Week of 2022 in Austin, Texas 7:36

3+ y ago7:36

7:36

It’s a new year, but we’re still on our same B.S.! This first week of the year in Austin is a hot one. Find out what Brandon, Allison, and our special guests choose as their top picks for things to do in Austin to start off your 2022. This show is brought to you by Big Laugh Comedy: https://www.blcomedy.com You can also get gift cards for comedy sh…

1
New Year’s Week 2021 in Austin, Texas 10:11

3+ y ago10:11

10:11

It’s the last week of 2021, bay-by! Brandon and Allison dive into some awesome things you can get into during the “dead week” of adulthood. Plus, we’ve got some special guests on a few new segments that are shot on-location! Find out the hottest places to be in Austin during New Years 2021 - 2022. This show is brought to you by Big Laugh Comedy: ht…

1
Christmas Week 2021 in Austin, TX 19:39

3+ y ago19:39

19:39

What restaurants are open on Christmas weekend this year? How do you distract the kids during winter break? Need to get away from the family after all the festivities? Whether you’re celebrating Christmas or not, this week in the ATX is going to be a ton of fun - and there’s something for everyone. Tune in and hear Brandon Lewin and Allison Wojtowe…

1
Winter Break in Austin, Texas 14:24

3+ y ago14:24

14:24

We’ve found more pop-up bars in the ATX and Allison gives bad advice to minors, what’s new? This week’s episode of What’s Poppin’, Austin? Some more fun things to do in Austin around Christmas time and winter break. Whether you’ve got kids, you’re single and looking to mingle, or you just want to have some winter fun in Texas - this is your episode…

1
Holiday Dates & Family Fun in Austin, TX 18:32

3+ y ago18:32

18:32

Christmas is near, and Hanukkah has just ended (as we learn ON the show this week...Thanks, Brandon) and we've got more fun holiday activities in the Austin, Texas area to share with you. These are great for date nights, outings with friends, or family time. As always, if you want to know fun stuff to do in the ATX area, have fun while you learn wi…

1
Hanukkah and Christmas Activities in Austin, Texas 15:05

3+ y ago15:05

15:05

The holidays are upon us in Austin, Texas...so, what is there to do? This episode of What’s Poppin’, Austin? is about some of Brandon & Allison’s favorite holiday activities around the Texas capital. We cover some Christmas fun and Brandon might have found a Hanukkah celebration. Thanks for listening, y’all - and please leave us a review, subscribe…

1
Thanksgiving Week 2021 in Austin, Texas 19:44

3+ y ago19:44

19:44

Looking for things to do in Austin, Texas over Thanksgiving week? Whether you've got family and friends coming together or you're "orphaned" for the holiday, there's plenty to enjoy right here in the ATX. Brandon Lewin and Allison Wojtowecz break down some of their Thanksgiving highlights - including where to get some delicious food - on this week'…

1
Pilot 37:53

3+ y ago37:53

37:53

What's Poppin', Austin? Is a new podcast brought to you by Big Laugh Comedy. This show is going to be your "what to do in Austin" podcast option, so you don't need to Google anymore and you can stay in the loop about events in the area while you're on-the-go. This week, meet your cohosts, Brandon Lewin and Allison Wojtowecz as they throw down a lit…

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