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Cornerstone Advisors Podcasts

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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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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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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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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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The MoneyZen Podcast

Manisha Thakor

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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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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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What happens when AI meets the human mind in the world of thought leadership? 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 of Toyota Research Institute, Stephanie Grayson a Content Marketing Leader and Thought Leadership Advisor, …
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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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In this episode of the Cornerstone Private Wealth Podcast, Daniel J. Lesneski and Brett Hina break down the latest market headlines, investor sentiment, and what clients need to know heading into the summer. How the markets performed in the first half of the year and why returns aren't as "average" as they seem The impact of tariffs, trade agreemen…
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What happens when a top-tier academic walks away from the ivory tower and becomes a powerhouse investor? In this episode, Peter Winick sits down with David Bell—former Wharton professor, founder of Idea Farm Ventures, and investor in some of the biggest direct-to-consumer brands you know: Warby Parker, Bonobos, Harry’s, Diapers.com, and Jet.com. Da…
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Banking is only getting hotter. On the show today, Al and Steve break down midyear trends, from GenAI's impact on creativity (it isn’t good) to stablecoins and a potential surprising M&A rebound. Plus, they explore one of the biggest industry questions right now: In a deregulatory environment, where can banks win and lose? TBD. But as Al says: “Fun…
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What if cultural fluency was the leadership skill no one taught you—but every global leader needs? Today I had the pleasure of sitting down with Jane Hyun—global leadership strategist, executive coach, and author of three books including "Breaking the Bamboo Ceiling"—to explore how high-performing teams thrive on difference, not in spite of it. Jan…
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Mary chats with Keith Armstrong, chief operating and compliance officer at Stretch, a startup that began as a neobank for people who were returning home from incarceration but has since made a notable pivot. Keith shares the early lessons from building a product for a misunderstood audience, the limits of academic research and how buying sneakers c…
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Are your compensation strategies sabotaging employee engagement? In this episode of Leveraging Thought Leadership, host Peter Winick sits down with Stephan Meier, Chair of the Management Division at Columbia Business School and a leading voice in behavioral economics. Stephan shares insights from his journey—from academia to the Federal Reserve to …
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Ron and Stacey vent about boardroom conversations on deposit growth, vendor chaos, and how no one wants to raise rates—but everyone wants deposits. Subscribe to the What’s Going On In Banking podcast here: https://www.crnrstone.com/gritty-insights/podcasts/whats-going-on-in-bankingBy Ron Shevlin & Cornerstone Advisors
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On the show today, Mary talks to Elizabeth Osborne – COO at Great Lakes Credit Union – about preparing for open banking regardless of what happens to the rules. As she says: “Whether it's a credit union or a bank, we should treat it as a threat. And if it doesn't become a threat, that's great. You're prepared.” They also explore how the credit unio…
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What if your greatest impact as a leader begins after your "official" career ends? Joe Davis, former Managing Director and Senior Partner at Boston Consulting Group (BCG) and author of "The Generous Leader: 7 Ways to Give of Yourself for Everyone’s Gain", joins Peter Winick to share insights from his extraordinary shift from consulting titan to imp…
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Get up to speed on the key topics concerning investors this June with Brett and Dan from Cornerstone Private Wealth. In this episode, they break down recent market volatility, policy changes, and what it all means for your financial strategy. Stock and bond market volatility in May and what drove the market's turnaround The ongoing US tariff situat…
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How do you grab the attention of the smartest person in the room and introduce an idea that could fundamentally change their approach to leadership? In this insightful episode of Leveraging Thought Leadership, Gina Catalano, President of Central Forza Group and author of The Leadership Wake Up Call, joins Bill Sherman to discuss her pioneering work…
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What if the worst-performing team you’ve ever seen could become the best—without changing a single person? Today, Peter Winick sits down with Michael Abrashoff, former U.S. Navy captain and author of the mega-bestseller "It’s Your Ship: How Great Leaders Inspire Ownership From The Keel Up". Michael shares the extraordinary turnaround story of the U…
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Welcome to the Cornerstone Private Wealth podcast! Hosts Brett Hina and Dan Lesneski created the Cornerstone Private Wealth podcast after running monthly webinars with their clients for years. Their goal is to bring value, education, and clarity to the world of investing by leveraging their decades of experience as private wealth advisors to high n…
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On the show today: Mary chats with Amy Loh, head of marketing at Pipe and former Square veteran, about how fintech is shaking up small business finance. Amy shares how Pipe approaches granting small businesses, like nail and hair salons, capital through their software partners at a time when some Pipe customers are seeking more money to prepare for…
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What happens when a philosopher, a pyrotechnics entrepreneur, and a tech ethicist walk into a boardroom? You get Reid Blackman—author of "Ethical Machines", host of a podcast by the same name, and founder of Virtue, a consultancy helping Fortune 500 companies navigate the ethical risks of AI. In this episode of Leveraging Thought Leadership, we exp…
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In this episode of What's Going On in Banking, Ron Shevlin and Stacey Bryant unpack the big waves reshaping the financial industry—from Chime’s bold IPO and Capital One’s acquisition of Discover to the shifting role of community banks in an increasingly digital world. Is the fintech revolution a threat or an opportunity? Plus: the truth behind AI b…
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How do you prepare a first-time leader to succeed when everyone’s watching? In this episode of Leveraging Thought Leadership, Bill speaks with Noel Massie, former VP of US Operations at UPS and author of the upcoming book "Congrats, You've Been Promoted "(June 2025). Noel spent his distinguished career at UPS mentoring new leaders and guiding them …
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Today on the show, Al and Steve catch up with Chip Reeves, CEO of MidWestOne Bank, to get the inside story into how the Midwestern bank managed to not lose a single top client when it overhauled its balance sheet in a short amount of time. Chip also shares how the institution recruits top talent and its approach to competing with the likes of Chase…
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How do you build genuine trust when AI-driven automation floods our lives? In this engaging episode of Leveraging Thought Leadership, I sit down with Ashley Faus, author of "Human Centred Marketing: How to Connect with Audiences in the Age of AI", to explore the irreplaceable role of authentic human connection in today's tech-heavy marketing landsc…
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Designing for death might not be the usual founder journey—but it’s exactly what Ben Hopf is doing. On today’s show, Mary talks with Ben, the founder and CEO of Atticus, about building tech that helps families navigate the financial chaos that follows a death. They chat about: How to design for grief without adding friction How inheritance stands t…
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What if your next client already feels like they know you—before you’ve ever spoken a word? This week on Leveraging Thought Leadership, Peter talks with Jim Schleckser, founder of The CEO Project, a peer advisory group for high-performing CEOs. Jim shares insights from advising over 125 CEOs across 40 states, leading organizations with revenues fro…
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Forget the keynote fluff and polished demo, this episode of Fintech Hustle drops you straight onto a sun-drenched San Diego balcony with the real players of Finovate Spring 2025. Host Sam Kilmer is joined by fintech rockstars Maya Mikhailov (SAVVI AI), Jason Henrichs (Alloy Labs), and Andy Ivankovich (Baker Hill) for a breakdown of what’s actually …
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On the show today: Al and Steve speak with Brad Elliott, founder, chairman and CEO of Equity Bank, about building a $5.5 billion institution through an aggressive M&A strategy. Brad shares how the bank attracts and develops talent as well as offers his take on GenAI and how to cultivate trust in digital and physical channels.…
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Have you ever wondered why some nonprofits make a huge impact while others struggle to grow? The difference isn't always their mission—it’s their ability to fundraise and scale effectively. James Misner, founder of the Kipos Group, joins us today to reveal why bigger doesn’t always mean better in the nonprofit sector. James spent 25 years witnessin…
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After a year-long hiatus, Ron Shevlin returns with a revamped What’s Going On in Banking, now co-hosted by the sharp and vibrant Stacey Bryant. In this episode, the co-hosts break down the FIS–Worldpay–Global Payments deal, questioning whether it’s as rosy as a deal for financial institutions as some assume. They also dig into the chaos around arti…
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What if your greatest business challenge could become your launchpad into thought leadership? Today, Bill Sherman sits down with Aaron Marcum, visionary behind Breakaway 365 and bestselling author of EntreThrive, to explore how a journey from entrepreneur to industry thought leader unfolds—often unintentionally. Aaron shares how his frustration wit…
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Sure, some auto tariffs are softening. But the cost of car ownership is on the rise. On the show today, Mary sits down with Jacob Zachs, founder and CEO of Fasten, to talk about how his startup wants to reward consumers for one of their biggest discretionary expenses – their cars. The new product, called Fasten Rewards, gives consumers rewards for …
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Can a 150-year-old New York City institution thrive in the digital age? Seth Pinsky, CEO of the iconic 92nd Street Y, joins us to reveal how they turned crisis into innovation. Founded to support immigrant communities, the Y evolved into a world-renowned cultural hub. Seth shares how, despite the initial shock of COVID-19 closures, the organization…
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What happens when leadership, military service, and motherhood collide with a mission for change? Dr. Ellen Joan Ford didn’t set out to become a thought leader—she became one by accident, driven by action. A former army officer, academic, and founder of Belonging, Autonomy and Purpose Leadership, Ellen first spoke about the challenges of working pa…
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What’s the real reason you want to write a book? If your answer doesn’t connect directly to your business goals, you may be missing the mark. In this episode of Leveraging Thought Leadership, Peter sits down with Cathy Fyock, a book strategist who helps authors write the right book—the one that aligns with their business, audience, and long-term st…
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