Get better at marketing in just a few minutes. This show is for business leaders and entrepreneurs. You'll get a mix of practical marketing tips, insights on the business landscape in relation to media, personal finance and wealth management perspectives, and fun pop culture tie-ins. Episodes average ten minutes and are evergreen. This show is designed to be concise, thought provoking, and entertaining. Everything comes back to marketing and psychology but you'll come to enjoy the variety an ...
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Emily Binder Podcasts
Insightful conversations with experts about marketing, voice technology, and business. Hosted by Emily Binder. Under 30 minutes. Hosted on Acast. See acast.com/privacy for more information.
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The FinServ Podcast brings together legends and leaders in financial services to show the path they took. We want to inspire the next generation of talent in financial stories through the true leadership stories of industry titans.
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Howdy, I’m Rebecca Rosselli, founder of Pivot or Die, an Austin-based rebranding agency. In today’s world, brands and entrepreneurs must constantly reinvent themselves to survive and thrive. With shifting markets, rising competition, and ever-changing platforms, you either Pivot or Die. Each week, we break down why some brand pivots fail and spotlight the ones that nail it. I sit down with bold entrepreneurs for real, unfiltered convos about the mindset shifts, risks, and breakthroughs behin ...
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The Six Aspects of Personal Brand, Why You Need One, + LinkedIn Headshot Tips
16:12
16:12
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16:12Keyword: Opportunities. I discuss the importance of personal branding, starting with its six components. I emphasize why having a personal brand is crucial even for those in stable jobs or non-entrepreneurial roles. Build trust, create opportunities, and stay top-of-mind. Nuances of maintaining personal brand visuals e.g. headshots. Chapters Part 1…
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June Roundup: Bangers Only with Tom Lydon, 2 Time-Saving Apps, and Speaking Volume Tip
13:45
13:45
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13:45Personal Branding, Speaking Tips, and UX Insights. Medley / round-up of latest tips, guest episode, and apps I like. Chapters: (0:35) 1. Tip: Podcast speaking volume (1:28) 2. Bangers Only with Tom Lydon (3:00) Case study- UnPodcast - Beetle Moment: LinkedIn videos 10.8k views (4:00) Why build an audience (5:15) "Money is good" speech - Atlas Shrug…
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26. From Products to People: How Real Growth Happens in Advisory Firms with Seeds Investor
36:03
36:03
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36:03In this episode, Jamie and Brodrick are joined by Zach Conway and Kelsey McKenna of Seeds Investor to explore why so many advisors hit a wall—and how to break through it. Here’s the core issue: advisors say they’re client-focused, but when it comes to investment management, they fall back on cookie-cutter portfolios and product-driven conversations…
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Millennials Making Over $200k Still Broke: Financial Advisor Messaging Tips (Modern Wealth)
9:17
9:17
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9:17More than 35% of Americans earning over $200,000 are living paycheck to paycheck. Watch clip on YouTube. Lifestyle creep is real. The popularity of shows like "Your Friends and Neighbors" or Netflix's "The Watcher" is no accident. Art imitates life. There are opportunities for great financial advice and planning that will resonate with the reality …
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Social Isolation Trends and Non-AI Marketing in the Age of AI
14:12
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14:12Navigating AI, Social Isolation, and Human Connection in Modern Marketing A pattern recognition of social trends around human relationships and connection (e.g. neighbors, lack of dating): how this will play out in the AI-driven business landscape. Consider what "community" could actually mean for your business. Chapters: (1:11) Trends: 18-24 year-…
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25. How AI Agents Are Changing the Game for Financial Advisors with John Connell
26:13
26:13
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26:13In this episode, Jamie and special co-host Brodrick Lothringer explore how artificial intelligence is reshaping the future of financial advising—with insight from John Connell, Co-founder and CEO of Focal. While many tools promise efficiency, Focal delivers real transformation: AI agents that work across platforms—planning tools, CRMs, and more—to …
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24. From Assumptions to Assertions: How Advisors Achieve Their Next Level with Brandon McFadden
33:23
33:23
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33:23In this episode, Jamie and special co-host Brodrick Lothringer 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 …
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The Rise and Fall of BetterHelp (can they turn things around?)
18:44
18:44
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18:44Betterhelp is an online platform that promises cheaper, more accessible therapy online. Sounds like a godsend, right? You may have heard your favorite podcaster promoting them or maybe even seen one of their ads on YouTube. They seem to be everywhere, but lately it's not for a great reason. Betterhelp is in a lot of trouble. What's behind this rapi…
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RADICAL Profit: 5 simple ways to 'descale' your business and make MORE money feat. Angela Arnold
34:12
34:12
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34:12Have you ever been in this position as an agency owner? You hit your solid revenue goal, landed great clients and yet, what is left of the profit is... disappointing to say the least. Sometimes GROWTH means LESS profit. Growth at any cost is, at many times, UNSUSTAINABLE. Sometimes DESCALING is the key to profit. Today's episode features Angela Arn…
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The Fall of the Birkin: Why luxury fashion is dead.
11:49
11:49
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11:49How Walmart's 'Wirkin' dupe became more coveted than an actual real Hermes Birkin. This points to a growing downward trend in the value of luxury fashion brands. In today's video, I discuss the downfall of Hermes and what brand pivots I would advise to get Gen Z on board with buying $10k bags again! 0:00 - 3:19 The only 2 ways you can buy a birkin …
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Selling in your Feminine: 5 Steps to Stop Chasing Clients, and Start Attracting Them. w/Emily Binder
30:04
30:04
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30:04Emily Binder teaches us 5 steps to harness your feminine energy and hit your biggest revenue year yet! Want to start attracting your dream clients? Work with us www.pivotandpilot.com 0:00 - 1:55 Step #1: Pricing 1:55 - 10:00 Step #2: Masculine and Feminine in Business 10:00 - 14:10 Step #3: The problem with your voice 14:10 - 20:01 Step #4: Why you…
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Victoria's Secret is an American lingerie, clothing, and beauty retailer that aims to help women feel sexy. It once dominated the lingerie industry and even became one of the most popular brands in the world. So, where did this all go wrong? There were several events that contributed to Victoria’s Secret’s downfall, such as missing out on major fas…
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How Chewy Creates Lifelong Customers for $30: Compassionate Marketing + Network Effect
5:58
5:58
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5:58Chewy's $30 Marketing Tactic: Building Lifelong Customer Loyalty. Watch on YouTube Chewy is internet-famous for their compassionate approach during the death of a pet. They offer full refunds on pet food and send flowers and a condolence card when a pet passes away (est. $30 investment once per customer). Tangible, heartfelt actions that are timely…
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23. Access and Advocacy in Finance with Dale Brown
23:22
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23:22Regulations are shaking up financial advice, and Dale Brown isn’t holding back. As CEO of the 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 …
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How to Build an Audience When You Have Low Social Followers (Algorithm Advantage)
12:51
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12:515 Tips to Build an Audience When You Have Low Social Followers (the Algorithm Advantage) Watch on YouTube Discover why follower counts no longer matter and learn five social media strategies specifically designed for efficient, organic content marketing. Maximize your lead generation efforts by understanding how to test content structures, transfor…
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22. Finding Your Brand with Samantha Russell
35:33
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35:33Your work doesn’t speak for itself—you do. Marketing guru Samantha Russell joins the show to reveal how financial advisors can stand out without feeling overly promotional. From documenting your journey in public to leveraging client questions for content, she shares simple yet powerful strategies for building an authentic personal brand. Learn why…
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Why OpenAI's $14 Million Super Bowl Ad Was Human-Created
11:32
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11:32Human Creativity in AI-Powered Marketing: Insights from OpenAI’s Super Bowl Ad Watch this episode at youtube.com/emilybinder Discover why OpenAI, the top generative AI platform, chose a human-created ad for their $14 million Super Bowl LIX spot which aired February 9, 2025. I discuss the balance between AI assistance and human intuition in marketin…
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How to Give a Great Speech: Voice and Body Language Tips (Exec Coaching Session)
12:56
12:56
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12:56Tips from my coaching session with a financial institution President to prepare for his upcoming speech to 800 people. Body language, tone and pitch are 93% of communication. You don't have to have the perfect words. But if you're hunched, throat's tight and your voice sounds thin, people can't even hear the words you say. Stage Presence and Vocal …
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My YouTube Video Got Demonetized. Don't Build Your Castle on Rented Land - Part 2 of 2
11:22
11:22
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11:22Navigating Trademark Disputes and Content Creation Challenges. When is it worth your time to go after someone who uses your trademark in a grey area or fair use manner that is not referencing your brand? At the end of the day, just be a human being when you do business. If you have an issue with someone's content, try having a simple conversation b…
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TikTok Ban Marketing Lessons. Don't Build Your Castle on Rented Land - Part 1 of 2
9:22
9:22
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9:22TikTok stat: 92% of TikTok users take some type of action after watching a video and 37% of purchase something they discovered through the app. Reread that. You won't find numbers that high on any other platform. I unpack the January 2025 TikTok ban and its implications for businesses, highlighting the importance of not relying solely on one platfo…
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ROI of Transparent Pricing + Marketing (Financial Advisors and AUM)
15:35
15:35
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15:3568% of consumers feel more engaged with businesses that show honest pricing upfront. Transparent pricing (especially when prices are perceived as high) can boost long-term success because business is all relationships and trust. This applies to every industry but especially financial advisors/RIAs. Plus: the powerful combination of transparent pric…
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Profitable for 4 Years: Three Founder Tips for Early Stage Startup Success
7:23
7:23
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7:234.5 years in, my voice AI marketing startup has been continually profitable since Month 1. Here are three essential early stage startup tips for founders. These tips are simple and may seem obvious but they are so easy to forget when you're busy building a business. WealthVoice is a bootstrapped SaaS I founded March 2020. If you want to go deeper, …
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Prevent Embarrassing Podcast Guest Outreach Emails: Tips and AI Prompt
9:46
9:46
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9:46Hear how to avoid a big mistake for your personal brand: spray and pray podcast booking services and VAs sending hundreds of poorly targeted messages with your name on them. Solution: I share strategic tips about protecting your personal brand so you only target the right podcast hosts. Use my (free) AI prompt to identify and email hosts of relevan…
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21. The Future of Finance with Tyrone Ross
38:24
38:24
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38:24In this episode, Tyrone Ross shares his journey from juvenile probation officer to leader in finance, exploring the loneliness that can come with leadership and the value of mentors. He talks about building strong teams, the importance of shared goals, and his belief that true success includes health. Tyrone’s story shows how purpose, wellness, and…
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"The Little Sins We Commit at Work" and $12,000 Coffee Story
17:43
17:43
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17:43Employee Monitoring and Trust: Management Tips, Marketing Takeaways I examine the increasing trend of companies cracking down on minor employee infractions and the implications of such strict policies. Thoughts on the 10/30/2024 WSJ article about Payhawk. I highlight stories from companies like Meta, Ernst & Young, and Target, explaining the negati…
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Going Out of Style? 'Verb-Your-Noun' Taglines. What You Can Learn from Famous Slogans
16:32
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16:32What is the difference between a tagline and a slogan? What are some of the best slogans of all time? I analyze the trend in taglines called "verb-your-noun" that I think is on its way out. You've seen it, like "Find your tribe" or "Maximize your space" or "Fund your dream." These are imperatives (commands) to a customer. You might be using this ta…
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Are MBAs Still Relevant? An Entrepreneur's Advice. (Unfiltered Voice Memo)
8:02
8:02
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8:02Business education is a business. "And the biggest thing I don't do well with, and never did well with, was knowing that no matter how hard I worked, there would always be a cap to my success. And when I say success, I really mean the take-home, the revenue. Why are we there? This is not altruism. What do you get out of a job? You get money. Don Dr…
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Mentally Drained After Calls? My Voice + AI Note-Taking Tip (Google Gemini)
9:30
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9:3062% of the workday is lost to mundane tasks like email, chat, and note-taking, according to Asana's 'Anatomy of Work' 2023. I offer a valuable tip using Google Gemini for easier note-taking. I highlight Gemini's advantages over ChatGPT. Hear listener comments on "A Guy Named Money" about YOUR license plate frame game. Topics: (0:00) The cost of mun…
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20. The First 90 Days: How to Start Your New Job
34:49
34:49
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34:49This episode shares tips for making a great impression in the first 90 days of a new job. We break down a simple 30-60-90 day plan to help you settle in, learn the company culture, and start making an impact. Along with advice on setting routines and keeping a healthy work-life balance, David shares his story of overcoming challenges in a high-pres…
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The Importance of Personal Branding and Attention to Detail: In this episode, I will tell you about what I call a "discerning guy." Now, this term started out to describe drivers who take the dealership's ad off their bumper (watch part 1: the license plate / parking lot video). But now I use it for everyone regardless of gender and it's just a cat…
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In this episode, Emily Binder shares how to negotiate salaries and advance your career with confidence. She offers practical tips from her experience and from Chris Voss's book "Never Split the Difference." We also talk about why changing jobs every few years can boost your earnings and career growth, how to know when it's time to make a move, and …
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Common Podcast Page Mistake + How to Brand Your Zoom Link: Vanity URL
9:37
9:37
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9:37I discuss a common mistake I see many podcasters and website owners making: not testing user experience as a lay user. I emphasize how crucial it is to have easy access links for Spotify and Apple Podcasts on your podcast home page (on your own website). And I talk about the value of using universal links like Plink. I'll share some practical tips …
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Are you marketing to a generic blurry face or to 47 year-old Charlie living in Seattle? "In 2023, global ad spending of traditional media, when compared to the previous year, declined by 4%, totaling $266 billion. Magna cites economic uncertainty as one reason for the drop-off. On the other hand, in 2023, the ad spending for digital “pure-play” rea…
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Myth Marketing is Out: Lessons from Y2K Shampoo, Cereal, & CPG
11:47
11:47
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11:47Myth marketing worked in the 1900s but you should change strategy at this point. Fun case studies from Herbal Essences shampoo ads to the biggest lie you ate about breakfast, to the mythical (financial) narratives about marriage. Watch this episode on YouTube.com/emilybinder. The narratives behind some the most profitable institutions are a house o…
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Buffalo Marketing: How to Maximize Every Part of Your Content
7:15
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7:15Buffalo marketing is a content strategy that maximizes the value of your podcast by repurposing every part of the content—like clips, shorts (vertical videos), audiograms, social media posts, and blogs—over time, much like the Native American practice of using every part of the buffalo so nothing goes to waste. This approach involves strategic plan…
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How could a single misstep in email etiquette affect your career? This episode dissects the do's and don'ts of effective email communication. Learn the basics like addressing emails correctly, crafting concise subject lines, and professional email addresses. We'll share best practices for managing your inbox, emphasizing timely responses and avoidi…
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"America's Sweethearts" Pay, Brand Equity, Early 20s Career Advice | Dallas Cowboys Cheerleaders
18:35
18:35
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18:35The Complex World of Dallas Cowboys Cheerleaders: Pay Disparity, Brand Value, and Gender Dynamics. I discuss the surprisingly low pay of #DCC, despite being the face of the world's most valuable sports franchise ($9 billion via Forbes). Watch this episode: youtube.com/emilybinder Netflix documentary "America's Sweethearts." 1) Brand value and talen…
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17. Unique Routes to Thriving in Finance with Bradley Xaltipa
25:32
25:32
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25:32What if you could turn your unique heritage and passions into powerful tools for professional success? This week on the FinServ Podcast, we sit down with Bradley Xaltipa, a FinServ fellow who has done just that. Bradley brings a fresh perspective to the financial services industry. He shares how focusing on strengths, not weaknesses, has guided his…
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16. How Listening to Clients Can Transform Your Business with Bonnie Treichel
28:34
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28:34Ready to tackle the rollercoaster of entrepreneurship? In this week's episode, Jamie Hopkins sits down with Bonnie Treichel, the CEO and Founder Partner at Endeavor Law and Endeavor Retirement, for a chat about her journey in entrepreneurship. Fresh from the Broadridge FI360 Advisor Conference, Bonnie shares some of the ups and downs she's faced si…
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Is the Discount Tire Logo Drunk? Brand Color Psychology
7:33
7:33
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7:33What's going on with the Discount Tire logo? Discount Tire is a wheel and tires retailer established in 1960 and today is one of the largest companies in its segment, operating over one thousand stores across the USA -- despite its logo that gives fast food and cartoons. I explore the significance of color and branding in influencing consumer perce…
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Stop Using AirPods on Zoom and Podcasts. (Jaw-Dropping Sound Test!)
9:02
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9:02This episode will finally convince you to stop showing up to Zoom calls or podcasts with AirPods as your mic input. (It's fine for output.) For emotional association and any appeal from a sales or marketing perspective, sound is far more important in the brain than visuals or words. We process sound 10x faster than the blink of an eye. 95% of purch…
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15. Finance in Agriculture and the Alt Frontier with Dr. Craig Lemoine
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30:51Discover the world of agriculture through the lens of finance with Dr. Craig Lemoine, who joins us to talk shop about the specialized needs of farmers and ranchers. We get into the essential economic contributions of agriculture, and the mission of the Agriculture-Focused Financial Planner (AFFP) program at the University of Illinois, shedding ligh…
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14. Tight Aggressive: The Journey Into Quantitative Finance with Cliff Asness
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32:15How did a middle-class kid go from watching superhero cartoons to scaling the heights of Wall Street? Cliff Asness, the quantitative virtuoso behind AQR, pulls back the curtain on his journey from comic book fan to financier. In this episode of the FinServ Podcast, Dr. David and Cliff take us along on their journeys through underachieving adolescen…
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Stop Losing HALF Your Hard-Earned Clients: Retention Marketing Tips
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8:41Lack of communication is costing you hard-earned clients. Example - financial services: Advisors average $3,100 CAC per client. 54% of clients: "I changed financial advisors" in 2023. Why: weak comms. 47% of clients w/over $500,000 AUM want to hear from advisor at least monthly. But most advisors reach out much less. Via YCharts, 2023 Timestamps: (…
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Nike's Win, Pepsi's Fail, and Pinkwashing on LinkedIn: Purpose-Driven Marketing
6:46
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6:4682% of consumers say they want to buy from brands with values that align with their own (RetailBrew, 2022). I discuss what makes purpose-driven marketing work or fall flat. Topics: (00:00) Introduction to Purpose-Driven Marketing (1:22) Success of Nike's 30th anniversary "Just Do It" campaign, ft Colin Kaepernick, boldly aligned with Black Lives Ma…
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13. Charting a Path in Finance: Utilizing Community
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33:44The journey of growth can be nerve-wracking. “Can I do this?” and “Will this work out?” are often asked along the way. But this week, Dr. David Rhoiney is joined by FinServ mentee, Gracelynn Wiest, and her mentor Jess Bost, CFP®, RICP®, AIF®, from Alpha Architect, to discuss drawing support and resources from the community around you, regardless of…
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12. Guiding the Next Generation: Insights on Mentorship
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26:08Join Jamie Hopkins as we navigate the impact of mentorship within the professional realm. Kellan Brown from FinServ, a virtuoso in sales leadership, joins us alongside Meg Roberts, a University of Colorado senior, to discuss the indelible marks mentorship has left on their lives. Kellan's journey from mentee to mentor reveals a wealth of insights i…
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How Scott Galloway & Bethenny Frankel Top Charts: Winning Podcast Formats
10:10
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10:10Forget consistency and try VARIETY. I explore the strategy used by two famous podcasters, focusing on variety in episode content, length, and style to keep the audience engaged and cater to different interests. Results: they top the charts for Business and for Society & Culture. Trick question: How long should a podcast episode be? Mini case study …
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11. Bridging Ambition and Experience: The Power of Mentorship
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24:37When talking about relationships, we often focus on the bond created between the client and the professional. However, establishing a strong mentor-mentee relationship in your career is essential for personal and professional growth. This week on “FinServ”, Kate Healy, founder of AdvoKate IQ, LLC, and her mentee, graduate student Valentyna Voloshyn…
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Do You Use Jackal or Giraffe Language? ("Nonviolent Communication")
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6:16Are you listening with jackal or giraffe ears? Conversation tips from Nonviolent Communication. Plus: What's wrong with saying "I feel like you ___"? Watch on YouTube Show notes Join my YouTube channel- access perks Video episodes Timestamps: (1:00) Difficult conversations: giraffe vs jackal language (watch Short) (1:37) Pop psychology (1:50) Nonvi…
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