Best Brodrick Lothringer Podcasts (2025)

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49. Is Going to Conferences Worth It? with Brodrick Lothringer 30:14

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18d ago30:14

30:14

Financial conferences can be game-changers for advisors, but they can also be overwhelming. In this episode, PodPony founder Brodrick Lothringer talks about what makes these gatherings valuable, where they fall short, and why showing up ready to learn matters. This conversation covers the mix of association, custodial, and newer conferences like Fu…

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50. Building Acres.com: Data, People, and the Future of Land Tech with Carter Malloy and Ben Maddox 34:58

4d ago34:58

34:58

Behind every innovation in land and agriculture, there’s a story of persistence, feedback, and people. In this episode, Acres.com co-founders Carter Malloy and Ben Maddox sit down with Brodrick Lothringer, our host for this episode, at the Land Investment Expo to share how their platform is reshaping the way professionals access and understand land…

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Taking Care of Business with Shannon Spotswood 33:34

6d ago33:34

33:34

Shannon Spotswood has a story that doesn’t fit in a straight line—and that’s exactly what makes it good. From hedge funds and IPOs to launching a kids’ clothing brand out of her garage, and now leading RFG Advisory, she’s been building things her whole career. In this conversation, Shannon talks about the pivots that changed her path, the culture s…

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Integrity, AI & The Future of Advice with Suzanne Siracuse 35:22

20d ago35:22

35:22

Suzanne Siracuse has seen this industry in every shade; back when “advice” was a stock tip over lunch, through the print-to-digital chaos, and into today’s AI-everywhere landscape. She didn’t just watch it happen. She helped shape it. In this episode, Suzanne talks about the hustle of starting something from scratch, the mess and magic of media, an…

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38. From First Hello to Last Goodbye (For Now) 22:04

25d ago22:04

22:04

We started this show wondering “How did we get here?” and after 36 guests, a hundred tangents, and probably too many bad jokes from Mark, the answer is… still complicated. What we do know is this: the people we met were driven by passion, fueled by purpose, and honest enough to share the messy parts along with the wins. That mix of grit, curiosity,…

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The Blah Blah Blah Problem of Wealth Management with Jim Dickson 15:00

26d ago15:00

15:00

What separates a “lifestyle practice” from a true growth enterprise? According to Jim Dickson, founder of Elevation Point, it’s fire in the belly, not just lip service to growth. In this episode, Brodrick digs into what it really takes to scale an advisory firm: organic growth, digital marketing that actually works, and the dream-team support that …

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48. Bitcoin, Farmland, and the Future of Wealth with John Heneghan 20:46

1M ago20:46

20:46

John Heneghan, founder of Servant Financial and longtime partner in the Promise Land Opportunity Zone Fund, joins us live from the Land Investment Expo. With decades of experience in wealth management and alternative investments, John shares how his journey took him from CFO work to founding Servant Financial, and why faith and purpose guided the n…

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The Human Element in Financial Marketing: How Matt Seitz Chose Positivity Over Pain 19:27

1M ago19:27

19:27

What if marketing isn’t just about getting leads, but about truly educating and connecting with people? In this episode, Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, explains why thought leadership, authentic storytelling, and education matter more than flashy sales tactics. Matt also shares his personal story of living with …

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Authenticity Over Algorithms: Mark Newfield on Building a Practice That Lasts 26:59

1M ago26:59

26:59

In this episode, Brodrick talks with Mark Newfield, CFP(R) RICP(R), of Journey Strategic Wealth about why authenticity is the ultimate business development strategy. Mark’s story defies the odds: from auto mechanic, to Accenture consultant, to launching an advisory career at 45, he proves resilience and kindness can outpace even the flashiest marke…

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Why Advisors Have Turned From Hunters to Farmers with Jim Gold 18:01

2M ago18:01

18:01

Brodrick and Eric sat down with Jim Gold, co-founder of Steward Partners, to talk about the one thing every advisor knows they should deal with… but most kick down the road anyway: succession. Advisors used to be hunters, now they’re farmers. Great for relationships, not so great when it’s time to hand over the keys. Jim lays out what really happen…

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47. Inside Farmland Investing with Jonathan Shively 29:53

2M ago29:53

29:53

Jonathan Shively’s career started in the high-pressure world of institutional equity brokerage, working with global funds and billion-dollar portfolios. But a personal leap into farmland ownership reshaped how he thought about investing. Now, as Director of Capital Partnerships at Peoples Company, he helps connect farmers and landowners with the ca…

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Meg Carpenter on Marketing That Actually Works 38:04

2M ago38:04

38:04

Meg Carpenter didn’t exactly plan to become one of the most recognized marketers in financial services — unless you count “I’ll take any paid internship” as a plan. Thirteen years later, she’s running a firm that’s shaking up how advisors think about growth, brand, and what “strategy” actually means. In this episode, she touches on: Crafting a mark…

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37. From Door-to-Door Sales to the Front Seat at PodPony with Brodrick Lothringer 54:34

2M ago54:34

54:34

When the founder of your podcast studio becomes the guest, you know it’s going to be something special. In this season finale, we sit down with Brodrick Lothringer, who believed in this show when it was just a conversation starter, and who quietly built something extraordinary. From selling toys door-to-door as a kid to navigating the loss of his h…

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What to Do When Growth Becomes the Problem with Michael Kitces 30:46

2M ago30:46

30:46

In this episode of The Fintape, Brodrick and Eric talk with Michael Kitces about a surprising challenge—the moment when growth becomes the problem. Kitces explains why what most firms call a “talent gap” is really a “training gap,” and how many advisors hit a crossroads where they must decide between staying client-focused or stepping into full-on …

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38. Starting a Business is a Terrible Idea 17:31

2M ago17:31

17:31

You really think you're gonna win by making the best underwear? The best shampoo? The best anything? Cute. The truth is, most of the time, the world doesn’t want the best. It just wants something. A thing that exists. A hotel that’s not the worst. A gym that’s $10 a month. A pair of Skechers. This one’s for every founder who’s stalling their launch…

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46. How One Internship Launched a Trust Career with Garrett Jackson 13:52

2M ago13:52

13:52

Garrett Jackson never imagined a career in finance when he was growing up in rural Kansas. In fact, his dream was always to become a doctor. However, some science courses made him realize that might not be his thing, even though the desire for helping others was unchanged. That desire, alongside some life twists, led him to discover personal financ…

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Cowboy Ethics in Modern Wealth Management with JC Abusaid 22:38

2M ago22:38

22:38

In this episode of The Fintape, Brodrick sits down with JC Abusaid, CEO and President of Halbert Hargrove, to unpack how a $3.5 billion wealth management firm has built a century-long legacy on trust, transparency, and client-first values. He shares his journey from Bogota, Colombia, to almost giving up on the American dream, to leading a firm wher…

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36. From Orange Juice Ads to RIA Chief Marketing Officer with Mary Kate Gulick 40:42

2M ago40:42

40:42

Our guest for this episode has a marketing career that started with ads about cheese and orange juice… She’s Mary Kate Gulick, and her journey from journalism student to fractional CMO is anything but predictable. She fell in love with financial services by leading marketing at TD Ameritrade Institutional, which led her to start her own firm. Ever …

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Run Into the Fire: Embracing AI and Data in Wealth Management with Jud Mackrill 23:32

2M ago23:32

23:32

In this episode of The Fintape, Brodrick and Eric sit down with Jud Mackrill, co-founder and CEO of Milemarker, to explore how wealth management firms can harness their data to scale smarter, serve better, and outpace the competition. With over two decades in the industry—including leadership roles at Orion and Carson—Jud shares how Milemarker help…

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How to Help Keep Clients for Life: Dr. Jordan Hutchison on Niche, Clients, and Tech 28:12

2M ago28:12

28:12

In this episode of The Fintape, Brodrick talks with Dr. Jordan Hutchison, Vice President of Technology and Operations at RFG Advisory, about how advisors can grow faster by focusing on a niche, building stronger client relationships, and using technology the right way. Jordan shares why serving a specific group helps advisors stand out and grow fas…

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45. The Big Beautiful Bill: Agriculture, Opportunity Zones, and Wealth Management 41:39

2M ago41:39

41:39

Tax law changes, corn yields, and non-correlated assets might sound like a random jumble of words, but they all point to one thing: farmland. On this episode, we’re talking with Dr. Bruce Sherrick and Steve Bruere from Peoples Company to dive into the "Big Beautiful Bill", that newly passed legislation that's shaking things up for both agriculture …

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37. Starter Homes Are a Terrible Idea 24:51

2M ago24:51

24:51

If I had a dollar for every time someone called a starter home an “investment,” I’d be… well, not rich, but a lot richer. Let’s talk about why buying a house you can’t afford, just to repaint the walls, might not be the flex you think it is. Especially when two-thirds of your mortgage is just a fancy rent payment to the bank. Also: a bartender smel…

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35. From Paraplanner to Powerhouse with Courtney Ranstrom 39:13

3M ago39:13

39:13

This one is for every woman who has ever been told it wasn’t her moment yet. Jess and Mark have an honest conversation with Courtney Ranstrom, co-founder of Trailhead Planners, and all we can say is: what a story! She overcame the feeling of being “just a paraplanner” at her dad’s firm and built her path to having a business and a voice of her own,…

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44. What’s Happening in California’s Farmland Markets? with Curtis Buono 22:13

3M ago22:13

22:13

California’s agriculture is just different. There’s an incredible diversity of products, it’s very exposed to changes in policies, and it suffers from water constraints almost every year. It really deserves special treatment. In this episode, live from the 2025 Land Investment Expo, we talk with Curtis Buono from Peoples Company to talk about all t…

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34. From Climate Change to Culture Change with Elena Krasnow 24:41

3M ago24:41

24:41

What do Greenpeace, tarot cards, and financial PR have in common? Elena Krasnow, our guest on this episode of How Did We Get Here? She had it figured out: a college degree in environmental studies, a life-changing trip to Madagascar, and a job at Greenpeace. Fighting climate change and working with communities was the plan! But COVID happened, and …

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36. Online Courses, Olive Garden, and the Internet 24:09

3M ago24:09

24:09

This was one of those days when the world feels like it’s running on 1200 mg of caffeine and everything is annoying, from the 3 PM weekday traffic to the course-selling scammers, and the absolute circus that is NYC politics. Why are there always people at Target at 10 AM on a Tuesday? Who’s still eating at Olive Garden? Why do crypto bros only trad…

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43. Estate Planning Mistakes You Should Avoid with Tim Ritchey 29:34

3M ago29:34

29:34

Estate planning is not always about “who gets what”. In fact, most of the time, it’s about the complications that arise when a family tries to decide it. In this episode of Land and Everything Else, Dr. Craig Lemoine welcomes Chicago attorney Tim Ritchey to talk through it all. They go from farmland and rental properties to blended families and sib…

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35. Warren Buffett and How Not to Market Yourself 57:27

4M ago57:27

57:27

Is it better to be flashy or just really freaking consistent? “Boring” just might be the ultimate business strategy. For example Warren Buffett, with his low-key empire in Omaha, routinely skips the spotlight. Aren’t you tired of being told to “be louder” when you’re just trying to do your job well? In this episode, I’m joined by Brodrick Lothringe…

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33. From Importing Lumber to Guiding Lives with Matt Hobson 37:02

4M ago37:02

37:02

Matt Hobson's career journey feels like a cross-country hike. He went from studying spotted owls in Oregon's forests to importing lumber from New Zealand, and ended up helping people with their financial decisions. He is the ninth child of thirteen siblings. Yes, you read that right, thirteen! They didn’t call themselves "the wilderness" of Eastern…

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Why Relationships Drive Success with Kelly Gallimore 28:11

4M ago28:11

28:11

In this episode of The Fintape, Brodrick sits down with Kelly Gallimore, ChFC®, CES®, a former bank teller turned advisory firm co-founder and now Culture Officer at Merit Financial Advisors. Kelly’s journey is anything but linear—and that’s what makes it so valuable. From stepping away to raise a family, to re-entering the workforce, to launching …

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42. What Most Financial Advisors Are Missing in Their Portfolios with Shana Orczyk Sissel 35:37

4M ago35:37

35:37

One of the best ways of standing out as a financial advisor is connection. In this episode, Shana Orczyk Sissel—founder and CEO of Banríon Capital Management—shares how alternative investments can deepen client relationships while offering invaluable portfolio diversification. From private equity in sports teams to impact-driven funds, we explore h…

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Good Service Over Good Performance with Seeds Investor 35:46

4M ago35:46

35:46

In this episode of The Fintape, we get real about what it takes to grow—and why most advisory firms get stuck. Brodrick and Jamie are joined by Zach Conway and Kelsey McKenna of Seeds Investor to unpack the hard truth: clients don’t stay for performance, they stay for service. If you’re pitching portfolios like a product shelf, while claiming to de…

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34. My House is Gutted, and I Hate Small Talk 24:52

4M ago24:52

24:52

This week I got blamed for bugs, told I invest too safely by a guy who lost $2 million, and remembered why most networking advice is useless. People say wild stuff with full confidence and zero self-awareness. Honestly, I’m just here to report the chaos. Got questions or think I missed a spot? Drop us an email at [email protected] and get i…

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32. From Mania to Meaning with Phil Pearlman 41:04

4M ago41:04

41:04

Meet Phil Pearlman, a former special education teacher with a trading background. He is now dedicated to helping people improve their health to boost their business and life results. In this conversation, he goes from explaining the current bird flu cycle and how it affects egg prices to a mindful parenting masterclass, and believe it or not, he ti…

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Land, Crypto, and Beyond with Dr. Craig Lemoine and Ailie Elmore 42:56

4M ago42:56

42:56

The world of alternative investments is opening up like never before, but with new opportunities come big questions. Should your clients invest in farmland? Crypto? Opportunity Zones? Dr. Craig Lemoine & Ailie Elmore break it down: - What a liquidity premium really means - How AI & automation are reshaping wealth management - The tax advantages of …

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41. Illiquidity Isn’t the Enemy: Rethinking Risk, Reward, and Romance in Alts with Brodrick Lothringer 44:37

4M ago44:37

44:37

In this episode, we unpack the emotional baggage, regulatory blind spots, and real-world complexity that make alternative investments both fascinating and frustrating. From farmland and fractional art to NFTs and Opportunity Zones, Dr. Craig Lemoine, Ailie Elmore, and Brodrick Lothringer explore what it takes to move beyond the standard portfolio. …

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Security, Privacy, and Productivity in AI with John Connell 25:58

4M ago25:58

25:58

In this episode recorded live from Miami, Brodrick and special co-host Jamie Hopkins are joined by John Connell, Co-founder and CEO of Focal, who shares how AI agents are doing more than ever: filling forms, updating CRMs, and giving advisors back up to 15 hours a week. John says this isn’t about replacing humans. It’s about freeing advisors up to …

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33. Your Tesla’s Lying, Your Mugs Are Taxed, and Everyone Works at Walmart 25:47

5M ago25:47

25:47

What do you get when you road trip through America in a Tesla, vlog with 106 YouTube followers, and try to import Canadian coffee mugs? A weirdly accurate snapshot of the modern economy, recorded from a hotel room in Bentonville—where everything feels fake, everyone works for Walmart, and your car decides where you're allowed to drive. Between heat…

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31. From Therapy Couch to Financial Advisor Coach with Ashley Quamme 37:55

5M ago37:55

37:55

Ashley Quamme's path in financial advice was not the most typical one, but there were some early signs, like the fact that she was born on “Tax Day” and used to offer counseling to her classmates in the lunch line. Later, she worked as a mental health therapist until she discovered a new way to use her skills: advising advisors. If we add that she …

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

5M 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…

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40. Detroit's Renaissance: A Lesson in Values-Driven Investing with JaQ Campbell & Hope Lovell 31:42

5M ago31:42

31:42

What if your investments could fight food insecurity, improve air quality, and revitalize communities—all at once? JaQ Campbell and Hope Lovell of Alexander Legacy Private Wealth share how they use real estate and agriculture to create “triple win” outcomes for investors, neighborhoods, and the environment. They unpack the “big RIA” approach (Real …

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

5M 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 …

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32. Is It Effective or Just Useful? 18:28

5M ago18:28

18:28

We’ve been sold the idea that more tools = more productivity. But what if the “helpful” things—email apps, calendar pings, handwritten parking notes—are actually making life harder, not better? In this episode, we talk about the difference between being useful and being effective. Why Warren Buffett doesn’t pay dividends. Why deleting your email ap…

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30. From Marketing Noise to Meaningful Work with Dennis Moseley-Williams 44:41

5M ago44:41

44:41

What if the real reason people hire you has nothing to do with money? In this conversation, keynote speaker Dennis Moseley-Williams shares how his background in anthropology shaped a completely different approach to financial advising and business building. He explains why clients crave fulfillment, connection, and transformation more than they car…

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39. Cash Flow, Income, and Retirement with Income Lab 32:29

5M ago32:29

32:29

Retirement planning has come a long way, and Income Lab is leading the charge with a smarter, adaptive approach. On this episode of “Land & Everything Else,” we bring on Dr. Michael Kothakota, Dr. Derek Tharp, and Dr. Justin Fitzpatrick. Instead of outdated "probability of failure" metrics, their software helps advisors create flexible, personalize…

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31. Coachella Economics 18:11

6M ago18:11

18:11

You ever pay for something that felt ridiculous—but you still did it? That’s not a pricing mistake. That’s capitalism at work. From The Masters to Coachella, we unpack how sky-high prices aren’t scams—they’re love letters from the free market saying, “You want this more than your money.” Because when you roll your eyes and still tap your card? That…

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29. From Sushi Entrepreneur to Financial Advisor with John Stoj 39:24

6M ago39:24

39:24

John Stoj’s career took some unexpected turns—Wall Street trader, sushi entrepreneur, and reluctantly, a financial advisor. Along the way, he realized he loved helping people with money, just not in the way big firms do it. This may just be the least straight-line journey we’ve gone through yet! Stay tuned as we get into John’s story, where he “kic…

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38. Tariffs, Land and the American Farmer with Steve Bruere and Dr. Bruce Sherrick 59:29

6M ago59:29

59:29

How resilient is American agriculture in the face of escalating trade tensions? In this episode, we’re joined by Steve Bruere of Peoples Company and returning guest Dr. Bruce Sherrick for a thought-provoking conversation on the stability of farmland investments—especially when compared to the volatility of traditional stock markets. From global pre…

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

6M 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…

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30. Why Does Everyone Ignore the Stock Market? 22:55

6M ago22:55

22:55

The market just threw its biggest fit since COVID… and nobody noticed. Restaurants are packed, streets are buzzing, and if you didn’t check your portfolio, you’d never know the S&P was spiraling. Unlike 2020’s synchronized collapse, today’s economic weirdness is a solo act. So while the wealthy lose sleep over red charts, debt-holders might actuall…