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Gaining Perspective

Advisor Perspectives

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This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.
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Welcome to ThinkAdvisor's Partners podcast, where we talk with leading financial insiders who provide in-depth insights on the inner workings of the financial advisory world. We'll dig into the world of investing and get our hands dirty with market strategists, portfolio managers and financial advisors.
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The Exceptional Advisor Podcast

Investments & Wealth Institute

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Produced by the Investments & Wealth Institute, the goal of the Exceptional Advisor podcast series is to help financial professionals better serve their clients, differentiate themselves from the competition, and improve their ability to communicate the competencies that make them exceptional.
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In this podcast, John & Sam exchange perspectives on current events that are impacting our economy and influencing investment strategies. Trading Perspectives is hosted by Oakworth Capital Bank's Chief Investment Officer, John Norris along with Sam Clement, Associate Managing Director. *Oakworth Asset Management is a registered investment advisor. All advisory services, including investment management and financial planning, are offered through Oakworth Asset Management, LLC, which is owned ...
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Decision Points

True North Advisors

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The Exit Planning Institute© recently released a survey that said 75% of business owners regret selling their business 12-18 months post sale. At Decision Points, we are committed to preparing and inspiring business owners to successfully operate, and one day sell, their business with maximum fulfillment in all aspects of their personal and professional lives. We’re speaking with business leaders, strategic coaches, exited entrepreneurs, mentors, and technical experts sharing their successes ...
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The Alliance Academy

Alliance Advisors

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Alliance Advisors brings you The Alliance Academy, a trove of information for those interested in best practice Corporate Governance, ESG, Proxy Voting and M&A. The Alliance team will bring you views from industry experts to discuss trends and hot topics. Find out more at https://www.allianceadvisors.com/
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Compound Insights

CFA Society New York

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Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
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Join The Team at Foster Group and our expert guests as we explore a variety of subjects that could impact your financial life. We will cover timely economic and financial market news, a wide range of personal financial planning ideas, and investment topics. Ultimately, we want to encourage educated optimism and do our best to provide valuable insights to help you navigate your financial life journey with confidence. Want more Financial Perspectives from the team at Foster Group? www.fostergr ...
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PossibLaw

Salvador Carranza

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Welcome to PossibLaw. I’m Sal Carranza, a tech entrepreneur with legal roots, investor, and advisor. I help create a world of builders who help shape what's next through my software companies and educational content. I believe developing an entrepreneurial mindset is the cheat code to success, and the future of knowledge work in the age of AI. Through our guest’s journeys, we will learn how to succeed in any project, company and role and build the skills required to leverage technology in an ...
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Henfruit Radio

Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert

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Podcast by Jason Mirabella: Founder of Henfruit | Virtual Financial Planning | Cash Flow Planning and Behavioral Coaching Expert
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Create. Change. Collaborate.

Daniel Francavilla

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Thoughts from a creative strategist, consultant, speaker and mentor making a positive impact. On this casual podcast, I've shared tips, observations, opportunities, and occasional discussions with inspiring individuals. Hosted by Daniel Francavilla, Marketing Advisor & Brand Strategist: http://DanielDoes.co
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Draya Love Perspectives - Helping people, help themselves

Draya Love, MBA Founder of SolTech™

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Welcome to The Draya Love Experience. Its a thang. Founder of SolTech™ Author. Intuitive. Executive Energy & Wellness Advisor. De-coding energy and waking up in this human experience. My version of happy and love. The Draya Love Frequency. Visit my website for all my services. #soltech #drayalove #wellness #education #technology #drayalovedotcom
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YUP! What a title. I know, but it says so much without saying to much. KISS has been a guiding principle (Keep it simple sexy). Best life hacks around relationships and personal development skill. Quick and actionable tools for life. Exact amount of content to do the deed. That change yourself thing is here. This podcast is fun, relaxing, with solid wisdom. Presented a little redneck, a little 80's awesome style, and whole lot you gray-hair dude experience. Join the family. You are welcome a ...
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We got the beat … The Travel Beat, that is! Join ALG Vacations® for our brand-new podcast, and get the latest word on travel. Hear tips from real travel advisors, learn how to simplify trip planning, and find out for yourself why, when you have a vacation question, you Ask a Travel Advisor. Subscribe now! Plus, follow us on Instagram @TravelBeatALGV!
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Where should you go? For how long? How can you afford it.....? These are just a few of the questions we discuss on The Study Abroadcast. If you're thinking about studying abroad this is a perfect podcast for you to listen to in order to motivate, and inspire your inner Indiana Jones or Carmen Sandiego. Get ideas from others. Make plans for your own. And for Pete's sake, study abroad...smarter.
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Welcome to the Kalos Center Podcast where we have conversations about faith, culture, and meaningful lives. One of the show's central themes is how Christians in any profession integrate their faith with what they do...how their faith has legs in their work. We'll interview Christians from a variety of fields, scientists, philosophers, investors, artists, politicians, musicians, athletes, and many more. Folks like JP Moreland, most influential Christian Apologist of today, David Baunsen, a t ...
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Leaders of the Ledger

CPA Practice Advisor

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Leaders of the Ledger from CPA Practice Advisor in partnership with Rightworks spotlights the people and ideas shaping the future of the accounting profession. Each episode host Rob Brown interviews influential firm leaders, innovators and rising stars to uncover how they are tackling today’s biggest challenges whether it is client advisory services, AI and technology, talent strategy or firm growth through M&A. Built on CPA Practice Advisor’s trusted recognition lists like the 40 Under 40 I ...
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This show focuses on ways business owners can lower their taxes and gain multiple income sources by intelligently investing outside of the stock market to benefit their life today as well as into retirement. We’ll cover a broad range of topics from tax strategies to investing in hard assets to macroeconomic trends that affect our money. Too many business owners spend most of our waking hours working hard for our money and have little time left to figure out how to make our money work harder ...
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Poets & Thinkers

Benedikt Lehnert

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Poets & Thinkers explores the humanistic future of business leadership through deep, unscripted conversations with visionary minds – from best-selling authors and inspiring artists to leading academic experts and seasoned executives. Hosted by tech executive, advisor, and Princeton entrepreneurship & design fellow Ben Lehnert, this podcast challenges conventional MBA wisdom, blending creative leadership, liberal arts, and innovation to reimagine what it means to lead in the AI era. If you be ...
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Fighting Terror

Lucinda Creighton

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Fighting Terror brings together counter-terrorism experts and practitioners from Europe, the United States, and beyond to address different approaches to combat terrorism in our society. Our frank discussions cover the lifecycle of terrorism from propaganda and recruitment, to financing, action and failure. This series is brought to you by the Counter Extremism Project (CEP) and hosted by Lucinda Creighton, Senior Advisor to CEP in Europe and a former European Affairs Minister. CEP is a non- ...
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Better People Decisions. Stronger Teams. Scalable Results. The People Playbook is your weekly guide to building high-performing teams and cultures that scale. Hosted by leadership coach and executive advisor Jason Taylor, this podcast features raw, insightful conversations with CEOs, founders, and culture builders who know what it really takes to lead in today’s world. From mindset to execution, every episode unpacks the strategies, missteps, and breakthroughs behind exceptional leadership - ...
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Roy Zimmerhansl and his partners at Pierpoint Financial Consulting bring you Pierpoint Perspective$, focusing on the world of securities finance including securities lending, repo, collateral management and related areas. In addition to the insiders from Pierpoint, listeners will hear from leading industry figures as well as influential market leaders from related areas. It’s a $10 billion dollar business so learn how to grab a bigger share of that wallet, reduce risk while doing it, stay wi ...
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The Faculty of Law has a thriving calendar of lectures and seminars spanning the entire gamut of legal, political and philosophical topics. Regular programmes are run by many of the Faculty's Research Centres, and a number of high-profile speakers who are leaders in their fields often speak at the Faculty on other occasions as well. Audio recordings from such events are published in our various podcast collections. Video recordings are available via YouTube.
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Aging Today Podcast

Mark Turnbull: Certified Senior Advisor (CSA) and Radio Host

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A Podcast where together we discuss proactive aging in the right place, with a choice, connecting to the professional advice of our special guests, while creating better days throughout the aging process. Sponsored by ComForCare In Home Case of West Linn & Portland-South.
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Join hosts (and aspiring expats) Juan Ulloa and Keyla Hernandez on the journey to make Paris their some day home. Meet some of our favorite experts and learn the process, joys and pitfalls of the expat life. Along the way we will learn about France, it’s people, history and culture.
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"Helping those in grief (and the advisors who support them) navigate financial matters."In 2008, at the peak of the recession, I lost my mother to cancer in August and my father to a broken heart in November. In 2010, my grandmother passed away after a stroke. Then a heart wrenching experience in 2012 of losing my oldest child.I became a financial planner in 2003 during the process of helping my parents in their declining health. In 2011, three years after my parents passed, I became a CERTI ...
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The Faith and Investing Podcast

Eventide Center for Faith & Investing

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This podcast features conversations with thought leaders in the space of faith and investing, and also functions as an audio digest of the articles featured in The Journal for Faith & Investing found at faithandinvesting.com. The Faith & Investing podcast is brought to you by the Eventide Center for Faith & Investing, an educational initiative of Eventide Asset Management, where our aim is to inspire an authentically Christian practice of modern investing. Statements made by Eventide should ...
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NACADA Presents

NACADA: The Global Community for Academic Advising

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NACADA: The Global Community for Academic AdvisingThe NACADA Presents podcast features series focusing on academic advising and student success on a monthly basis. New episodes will be available at noon central the second Monday of each month.
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Speaker: Associate Professor Aurelio Gurrea-Martínez (Singapore Management University) Abstract: Despite the influence of the Global North in many insolvency laws and practices in the Global South, this article shows that the Global South has innovated in many aspects of insolvency law. In some cases, these innovations consist of solutions that, wi…
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What does it really take to scale a company from $20M to $300M+ while actually putting people first? In this powerful episode, scale-up expert and former EVP Brad Furtney pulls back the curtain on the leadership playbook that transformed founder-led software businesses into high-performing, culture-driven powerhouses at Evercommerce. Brad shares th…
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The speaker for the Eli Lauterpacht Lecture 2025 was Santiago Villalpando, Legal Advisor and Director of UNESCO. Lecture summary: Is international law facing a decline of treaties? In recent years, several authoritative voices have pointed out certain developments which seem to indicate that States are shifting away from treaty law-making for the g…
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Few careers capture as much range—and reflection—as Jim Hime’s. From federal tax law to real estate finance, from tech entrepreneurship to surviving 9/11, his story is one of adaptability, perspective, and enduring gratitude. In this episode of Decision Points, host Scott Wood sits down with Jim Hime, Co-Founder and CFO of Accordant Investments, to…
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Peter Miller, CFA, FSA, Head of Client Investment Solutions for North America at Invesco, provides context to CFA Society New York's upcoming Insurance Investment Officers Roundtable. He discusses key considerations affecting portfolio construction and strategy, including the role of private markets, regulatory and macro environment, and the potent…
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In this episode, Rob Brown sits down with Arna Erazo, a rising leader in Client Accounting Services. She built a thriving outsourced accounting practice at GHJ from scratch while working remotely from Oklahoma. Arna shares her journey from Big Four audit to industry to advisory. She opens up about balancing motherhood and leadership. She discusses …
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On Friday 28 November 2025, The Professor Trevor Allan FBA delivered the 202 Sir David Williams Lecture entitled "Neither Parliamentary Sovereignty nor Judicial Supremacy: The Rule of Law as the Rule of Common Right and Reason". The lecture begins at: 07:27 The Sir David Williams Lecture is an annual address delivered by a guest lecturer in honour …
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Diana Cabrices is the Founder and Fractional Chief Evangelist of Diana Cabrices Consulting, a growth-focused firm that energizes B2B wealthtech and financial services brands by amplifying their stories and building emotional connection with financial advisors. She has a track record of driving significant revenue growth, having helped a martech pla…
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In this episode, Martin Hauck interviews Rebecca Price from Primary Ventures, exploring her unique career journey from sports psychology to organizational psychology and her transition into the startup ecosystem. They discuss the importance of mentorship, the challenges of remote work, and the rapid pace of technological change in the workplace. Re…
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Send us a text Podcast Summary — EWOT: The Most Powerful Exercise You’re Not Doing In this episode, Tombo Baldwin dives into one of the most effective, time-saving, body-transforming tools he and Adryann discovered on their post-cancer wellness journey: EWOT — Exercise With Oxygen Training. Tombo starts by sharing the funny origin of his nickname “…
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In this special holiday episode of AWM Insights, Justin Dyer and Mena Hanna reflect on recent market volatility and the power of gratitude in investing. They discuss why market sell-offs are a natural—and even beneficial—part of the long-term wealth journey, sharing stories drawn from real client experiences and hard-earned expertise. With a focus …
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Speaker: Professor Daniele Gallo, Luiss University, Italy Abstract: The seminar, building upon Professor Gallo’s book, Direct Effect in EU Law (EU Law Library Series, OUP, 2025), will explore the uneasy trajectories of a transformative doctrine such as direct effect. By reassessing both the present and future of this legal and political construct, …
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Is modern left-wing progressive politics to blame for the current rise of the far-right? This event was held by the Cambridge University Human Rights Law Society (CUHRLS) and Clare Politics Society, who hosted renowned human rights campaigner Peter Tatchell, best known for his decades-long work with LGBTQ+ and other global social justice movements …
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On 25 November 2025 Dr Susanne Brand delivered the CELH annual lecture on the topic 'Outlawry and its Consequences in Later Medieval English Law and Practice'. The Centre for English Legal History (CELH) was formally established in 2016 to provide a hub for researchers working in legal history across the University of Cambridge. The Centre holds re…
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Speaker: Professor Catherine Malecki (University of Rennes) Even in the context of the future EU Omnibus Package and the EU Directive n°2025/794 of 14 April 2025 'Stop-the-Clock', Companies and there directors must face an increasing climate litigation and this change cannot go back 20 years of progress in Sustainable Corporate Governance which is …
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Speaker: Professor Lilian Edwards, Emeritus Professor of Law, Innovation & Society, Newcastle Law School Biography: Lilian Edwards is a leading academic in the field of Internet law. She has taught information technology law, e-commerce law, privacy law and Internet law at undergraduate and postgraduate level since 1996 and been involved with law a…
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Rob Brown sits down with Tailor Hartman, founder of Celerity, to unpack his journey from burnout and rigid corporate structures to becoming one of the most authentic voices in accounting. Tailor shares how he built a thriving CAS firm, why vulnerability online works, and what accountants must do to stay relevant in an AI-driven world. Tailor opens …
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Ben Wiener is the Managing Partner at Jumpspeed Ventures, a venture-capital firm focusing on early-stage, Jerusalem-founded tech startups. Since founding the firm in 2014, he has served as the lead investor in dozens of startups and often provided their very first capital. Before his VC work, Ben co-founded his first startup in 1999 and gained expe…
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Send us a text Episode Description – Spiritual Technologies: Secret #2 “The Future Now, Negative Contracts, and the Spiritual Technologies That Shape Your Life” In this episode, Tombo Baldwin returns to the mic with his signature mix of honesty, humor, and spiritual insight. What starts as a simple story about a stubborn bathroom scale turns into a…
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Few would debate the potential that AI has to upset the labor markets. However, people seem to have different ideas about which jobs AI will eliminate first, and which jobs are safe for now. So, which are truly at risk — and which aren't? Further, what can workers do to protect themselves from AI-related job cuts? In this episode of Trading Perspec…
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In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna break down the latest volatility in global markets and discuss what it really means for investor portfolios. Together, they explore the key forces driving market swings—from sticky inflation and central bank policies to shifting sentiment around t…
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How does our understanding of freedom, virtue, and community shape the American experience? Jim Spiegel sits down with Don Eberly to examine the crucial links between civic life, family structure, and the pursuit of the common good. Don Eberly draws from his experience in government, post-war reconstruction in Iraq and Afghanistan, and his work wit…
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Some partnerships are built on opportunity—others on shared vision. For Jeff Thompson and Mike Trueman, Camelback Equity Partners is the product of both. From their individual journeys through real estate and finance to the founding of their Phoenix-based firm, their story is one of collaboration, discipline, and purpose. In this episode of Decisio…
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Lexi Weber, Senior Manager of Emerging Professionals Initiatives at AICPA and CIMA, joins Rob Brown for a powerful conversation about the future of the accounting profession. As one of the profession's rising voices and influencers, Lexi brings a unique perspective on what's working, what's broken, and what needs to change as accounting undergoes i…
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Rich Pzena, Chairman and Co-CIO of Pzena Investment Management, shares the principles and framework for the company's disciplined value approach underpinning its approximately $80 billion in assets under management. In addition, he weighs in on where he finds value opportunities today, portfolio construction and overall market trends.…
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In this edition of Financial Perspectives, Kent Kramer explores why market highs often trigger anxiety and how investors can cultivate educated optimism. Discover the psychology behind market fears, learn from historical trends, and understand our approach to portfolios. Subscribe & Connect with Us! Kent Kramer Financial Perspectives Foster Group F…
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Thomas Clawson is the Co-founder of Slant, a next-generation AI-powered CRM built to help financial advisors streamline workflows and deepen client relationships. He co-launched the platform to replace traditional CRM systems by integrating AI agents that manage meetings, follow-ups, and client interactions. Under his leadership, Slant has raised $…
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Send us a text In this deeply personal and unexpectedly powerful episode, Tombo opens up about a lifelong ache he didn’t even fully recognize—his complicated relationship with the two mothers who shaped his childhood. What begins as a conversation about “mom issues” unfolds into a vulnerable journey through fear, introspection, counseling, and unex…
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Recent polls suggest younger Americans are less inclined to believe in the so-called American Dream and the benefits of capitalism. But why? Especially when so many non-Americans still do? Could it be social media has skewed what the American Dream really is? Or is there truly a generational difference in the appeal of economic systems like sociali…
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In this episode of AWM Insights, Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna wrap up their series on winning through disciplined investing and sound decision-making. They break down why a strong defense—both in sports and in your portfolio—is the bedrock of long-term success and multi-generational wealth. Through candid in…
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On Wednesday 12 November 2025 Professor Dame Sarah Worthington DBE, KC (Hon), FBA, FRSA delivered the second of three 2025 Hamlyn Lectures at the Faculty. The Hamlyn Lectures are normally delivered in the autumn and the annual Hamlyn Seminar, which marks the publication of the lecture, is usually held in London in the following spring. The lecture …
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Speaker: Dr Raphaële Xenidis, Sciences Po Law School, France Abstract: EU anti-discrimination law has been a subject of choice for critiques from various disciplines. One influential motif that has durably structured the critical analysis of EU anti-discrimination law is the distinction between formal and substantive equality. Substantive approache…
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Speaker: Professor Ernest Lim (National University of Singapore) This presentation explores the external dimension of directors’ duties—whether directors can and should address climate impacts and other externalities even absent financial benefits to the company’s shareholders—in contrast to the shareholder value maximisation focus. Its significanc…
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Lecture summary: Over centuries and across continents, authoritarian governments have demonstrated a large appetite for international cooperation to target political opponents across borders. As the world’s premier body for international police cooperation, Interpol is not supposed to facilitate this kind of transnational repression -- and yet, in …
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For Matt Rosen, entrepreneurship has always been about people first—clients, employees, and family. From an early dream of becoming a doctor to founding one of the fastest-growing consulting firms in the country, his story is one of reinvention, resilience, and vision. In this episode of Decision Points, host Scott Wood sits down with Matt Rosen, F…
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In this episode of Leaders of the Ledger, host Rob Brown sits down with John Malone—an attorney-turned-accounting firm owner who’s redefining what it means to lead in the modern accounting world. John shares how he built a $4M firm without being a CPA, why personal branding is no longer optional, and how embracing AI is transforming how firms serve…
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Michelle Feinstein is the General Manager and Vice President, Global Financial Services at Salesforce, a company that provides cloud-based CRM and enterprise software to help businesses connect with customers. She leads global solutions and strategy for the financial services sector, focusing on wealth and asset management. With over 25 years of ex…
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In this episode of 'From A People Perspective', Martin Hauck interviews Melissa Marcelissen, Chief Operating People Officer at Certn. They discuss the importance of curiosity in HR, navigating professional traps, and the evolution of HR roles in the context of operations and people management. Melissa shares her journey to leadership, the significa…
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Join Chief Investment Officer Justin Dyer and Portfolio Manager Mena Hanna as they break down the art of building a resilient investment portfolio in this episode of AWM Insights. Shifting from high-risk “big shots” to the consistent power of singles and doubles, Justin and Mena unpack why steady performance in public markets forms the backbone of …
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Speaker: Professor Bhamati Viswanathan, Visitor, Cambridge Law Faculty and Fellow at the Kernochan Center for Law, Media and the Arts at Columbia Law School Biography: Bhamati Viswanathan is a Senior Visitor at the University of Cambridge Faculty of Law and a Fellow (Non-Resident) at the Kernochan Center for Law, Media and the Arts at Columbia Law …
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A lot of folks seem to believe that the recent tariffs will drive a lot of manufacturing jobs back to the United States. However, the decline of the traditional "blue-collar workforce" in the United States has been decades in the making. Will the imposition of a new tax be the magic bullet to reverse this trend? Does the U.S. even want many of thes…
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In this conversation, Salvador Carranza and entrepreneur Alex Boyd dig into entrepreneurship, leadership, and emotional intelligence—especially how transparency builds trust when business decisions get hard. Alex shares how his immigrant-family roots shaped his risk assessment philosophy, why adaptability matters, and how staying close to customers…
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Speaker: Associate Professor Dora Neo (National University of Singapore) With the advancement of technology, delivery of financial services, such as payment services, can be achieved almost instantaneously. In the area of trade finance, however, banks have been less quick to harness technology for trade digitalisation. An important reason is that t…
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In this episode of The People Playbook Podcast, Jason Taylor sits down with Matt Bell, CEO of Shelmerdine Garden Centre and founder of Geller's Design, to discuss what it takes to scale multiple businesses while keeping culture, leadership, and people at the heart of it all. Matt shares his journey from growing Gellers into Winnipeg’s largest resid…
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The Centre for European Legal Studies (CELS) hosts an annual public lecture in honour of Lord Mackenzie-Stuart, the first British Judge to be President of the Court of Justice. Among the eminent scholars of European legal studies invited to give the lecture are Professor Joseph Weiler, former Judge David Edwards of the European Court of Justice, an…
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For Brian Jones, the path through finance has been anything but predictable. From Baylor University to Bear Stearns, from Wall Street to the heart of Dallas, and eventually back to New York’s high-stakes hedge fund world, his story is one of perseverance, conviction, and transformation. In this episode of Decision Points, Scott Wood sits down with …
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