Parhaat Bob Depasquale Podcastit (2024)

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Bob DePasquale on Transforming Business with Genuine Generosity 20:58

11d ago20:58

20:58

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

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Mary Kate Gulick on Genuine Branding in Financial Planning 22:14

1d ago22:14

22:14

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

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EP #223: 6 Techniques to Get People to Succeed Together 30:50

3d ago30:50

30:50

People work better when they work together. A rock star employee (or leader) is nothing without a rockstar team. Generous workplace cultures can be full of talented individuals but the team is way better than the sum of it’s parts. A great culture attracts great people because they feel a collaborative and fulfilling environment. Leaders and team m…

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Matt Halloran on Putting Yourself Out There 21:28

4d ago21:28

21:28

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

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

6d ago27:26

27:26

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

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

9d ago14:55

14:55

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

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Larry Sprung on Podcasting and Meaningful Connections 21:46

10d ago21:46

21:46

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

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EP #222: 8 Pieces of a Generous Workplace Culture 31:15

10d ago31:15

31:15

Generous workplace cultures are never built by chance. There must be intentional pieces to foster the proper environment. I have 8 I normally concentrate on and speak about. This doesn’t mean there are only 8. In fact, I encourage you to come up with your own but these will be a good start regardless of your industry and unique position. The focus …

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

12d ago21:28

21:28

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

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Shannon Rosic on Creative Client Engagement 19:00

13d ago19:00

19:00

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

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EP #221: 3 Questions For a Generous Workplace Culture 22:18

18d ago22:18

22:18

The way you ask questions matters. We all have our list of cliché pleasantries. My favorite is, “What’s up?”. Do I really care what is up? I like to think so but it’s not always the case. Generous workplace culture is full of people who really care about the well-being of others. They want to know how they can be helpful. I have 3 questions that ar…

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EP #220: 5 Good Things that are NOT Generosity 24:59

24d ago24:59

24:59

You can’t fake it ‘til you make it. Generosity, by definition, requires sincerity. In some ways, this makes it easy to recognize generosity (at least internally). You know when you’re “in it”. There are some terms that are popular out there that while they can be great things, they can also be not so great if done for the wrong reasons. I’m coverin…

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EP #219: 4 Hormones the Generous Leader Should Know About 25:03

1M ago25:03

25:03

I was feeling hormonal. And I still am! Generous workplace cultures really make you feel like you’re a part of something great. It’s a nice mix between responsibility and support. Each company and group of people are different but one thing I can guarantee you’ll find in every room is hormones. There is no getting around it - and you don’t really w…

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13. Marques Ogden on Turning Passion to Profits 20:17

1M ago20:17

20:17

How many people can say that speaking is their favorite activity? For Marques Ogden, motivational speaker and former NFL player, speaking and sharing his story has grown from a fledgling interest to a rewarding career. In this week’s episode of “The Weekly Biztape,” Brodrick Lothringer sits down with Marques to discuss the art of motivation and how…

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EP #218: 5 Ways to Make Your Work More Enjoyable 28:07

1M ago28:07

28:07

Stop trying to be happy. Seek joy instead. You can’t always be happy. In fact, I don’t think you’d want to be. The valleys make the mountains, ya know? I like to focus on being a in a joyful state of mind. This doesn’t mean everything will be perfect, it just means that you feel good about your place in this world. You are grateful for what you hav…

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

1M ago21:55

21:55

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

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EP #217: Quotes On Generosity that Will Change Your Business 20:45

2M ago20:45

20:45

Actions speak louder than words, but words also work. I often say that taking action is the most important thing to progress. You learn along the way even if you don’t find success quickly. It’s also important to have encouraging words in our life and business. There will be times when you need a reminder of why you do what you do and why it’s impo…

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

2M ago20:20

20:20

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

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EP #216: 4 Bad Mistakes a Generous Leader Can Never Make 38:53

2M ago38:53

38:53

Avoid these mistakes at all costs. I’m a big fan of “progress”. It’s more realistic than “perfection”. The biggest mistakes you can make when building a generous workplace culture will come during those times you’re trying to be perfect. I have 4 critical things you must avoid so as to avoid pushing or stressing yourself and your team too much. Mak…

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Marla Sofer on Trust and Data in Finance 27:41

2M ago27:41

27:41

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

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EP #215: The “ACE” Workplace Culture Process 27:59

2M ago27:59

27:59

This episode is about my 3-step process for building a radically generous workplace culture. There are a lot of variables in an individual organization and it’s critical to consider what makes your company unique. Yet, there are foundational practices that you must have when building the culture you desire. People need to see you “giving” and under…

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

2M ago17:43

17:43

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

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EP #214: 5 Things to Give Your Employees (other than a raise) 31:17

2M ago31:17

31:17

Do this before you give your employees a raise: Give them something that will make them feel fulfillment and get better in the process. A lot of business leaders and their companies try to attract top talent and retain who they have with financial incentives and bonuses. These things are fleeting - especially a results-based bonus. It’s better for …

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

2M ago47:34

47:34

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

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EP #213: Is Business a Marathon or a Sprint? 17:08

2M ago17:08

17:08

Slow down or else you’ll never make it. I love to sprint…physically and mentally. It’s healthy but it’s not sustainable. And you want a sustainble business, right? There are no shortcuts or tricks to building a scaling business and a generous workplace culture. You have to be disciplined over a long period of time. This episode will make you think …

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

3M ago33:40

33:40

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

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Ed Coambs on Financial Intimacy and Open Communication 25:16

3M ago25:16

25:16

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

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EP #212: Running a Clean Business 14:13

3M ago14:13

14:13

What do shampoo and conditioner have to do with your business? I’m not haircare expert but I like to have things conditioned before they’re shampooed - in business at least. I had one of those shower revelation moments recently and trust me, I wasn’t singing. I thought about the importance of running a clean business and how important it is to do f…

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12. Tina Tang and Corei Flowers on the Predatory Debt System 33:50

3M ago33:50

33:50

Join us as we expose the dark side of debt. Tina Tang and Corei Flowers from Debtless, NFP discuss their mission to disrupt the predatory debt industry through debt cancellation and financial education. From aggressive debt collectors to crippling payday loans, we discuss the tactics used that have trapped people in debt. We also discuss the studen…

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EP #211: Identifying Positive Pressure 20:38

3M ago20:38

20:38

I dare you to push back on me with this one. Most would agree that positivity is a good thing. It has to be real thought and that’s why identifying positive pressures is key. They enable you to stay active, alert, and intentional while also capitalizing on the force that is a positive mindset. When you’re pressured, you perform and when you’re posi…

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EP #210: Identifying Negative Pressure 22:42

3M ago22:42

22:42

What do you know about pressure? There are a lot of sources that will tell you to avoid pressure these days. Seek comfort. It’s a terrible idea. You have to seek pressure - but the right type of pressure. And in order to know the right kind you have to identify the wrong kind. This Part I of a two part series (perhaps longer) that I’m doing on pres…

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Breanna Blaney on Redefining Wealth and Harmony 21:00

3M ago21:00

21:00

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

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

3M ago21:59

21:59

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

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

3M ago26:04

26:04

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

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

3M ago33:36

33:36

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

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EP #209: There are No Accidents with Bob DePasquale 14:47

3M ago14:47

14:47

It’s up to you to make everything count. Some say everything happens for a reason. I think they do but that reason is to give you an opportunity for some thing great. I’ve been close to death a few times but one time in particular provides a great metaphor for accidents in business. The unexpected often requires a quick decision making. This episod…

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FSR Season 3 – Stephen Bailey 33:51

3M ago33:51

33:51

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar meets with Stephen Bailey, Scottish Whisky Investment Specialist from Melbourne, to discuss investment in the fabulous drop. Stephen is a former financial adviser, who like me – enjoys a wee dram now and then. His personal preferences in the gold…

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

4M ago23:54

23:54

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

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

4M ago41:17

41:17

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

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EP #208: Making Adjustments in Your Business with Bob DePasquale 18:39

4M ago18:39

18:39

Make change or someone else will. The world is a complex place and your business is just the same. I’m a fan of simplicity but you can only push it so much. You must be prepared to make adjustments as things change unexpectedly. There’s a difference between preparing for everything (which is impossible) and be ready to make a shift (or change) as n…

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EP #207: Scarcity Culture vs. Abundance Culture 17:07

4M ago17:07

17:07

People will live the culture they feel. You’ll attract the top talent in your industry by making them feel they’ll have more than enough to contribute to the cause the moment they walk in the door. Great workplace cultures allow people to feel an abundance of support and resources. Scarcity in a given area is acknowledged but little time is wasted …

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EP #206: A.I. in Workplace Culture 11:55

4M ago11:55

11:55

A.I. is not a shortcut! I’m all about modern technology but too many people are looking for artificial intelligence tips, tricks, and hacks. That’s artificial and anything but intelligent! The best organizations and their people will use A.I. to handle tasks so that the hard work continues somewhere else. It’s not about eliminating jobs, lowering e…

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EP #205: Giving Generous Feedback 19:51

4M ago19:51

19:51

People need to know what you think. A lot of leadership is about letting people express themselves. A big part of that is how you express yourself to them. It’s critical for a conversation. Some leaders think feedback should be “found”. In other words, it’s up to employees to figure out how their work is perceived. I think this is a terrible approa…

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Welcome to the Weekly Fintape! 10:04

4M ago10:04

10:04

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

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FSR Season 3 – Scherrie Prince 32:36

4M ago32:36

32:36

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar here meets with Scherrie Prince who lost her mother whilst still a minor, and then her grandparents. After their passing, the absence of a will or trust set off a series of painful conflicts among her family resulting in one aunt losing her right…

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EP #204: Business is a Team Sport with Bob DePasquale 23:28

5M ago23:28

23:28

You can’t do it (well) alone. I am a big fan of team sports and I’ve learned that the ultimate team sport is businesses. You can’t do it alone even if you’re a “solopreneur”. I got a story for ya’ and it’s all about my first every time addressing a business crowd. I first thought I was being asked to show people how to build a small businesses and …

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FSR Season 3 – Bob DePasquale 31:54

5M ago31:54

31:54

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar meets with Bob DePasquale, the Generosity Guy. Bob shares the lessons he learned in college and now runs with the mantra – giving is receiving. 2001 was a massive year for Bob, not only with a diagnosis of cancer at 18, but the end of life as we …

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EP #203: How to Lead Better Meetings with Bob DePasquale 24:00

5M ago24:00

24:00

Most meetings are a waste of time. I said it because I believe it. This doesn’t mean they have to be, though. In fact, I know you can lead the most productive meetings you’ve ever seen. You just have to lead less of them. There are certain things that should and some that should not be a part of meetings. I have a few of these for you and a perspec…

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EP #202: 5 Keys to Generous Networking with Bob DePasquale 18:35

5M ago18:35

18:35

Networking is not about getting business cards. It’s about giving your time to people. You know people love to talk about their lives and work. I have 5 ways for you lean into the giving mindset while you network. These things come from a thousand networking opportunities I’ve had but I know it’s different these days. Much is done online and throug…

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FSR Season 3 – Dr Renée Baker 42:14

5M ago42:14

42:14

Welcome to the Financial Secrets Revealed Series 3 podcast episode from Meet the Experts. Amanda Cassar meets with Dr Renée Baker of RBI Group. The fabulous Dr Renée is an Entrepreneur, TEDx Speaker, Board Director and Professor. Renee’s passion and practical experience in wealth management and fostering financial literacy. She has 3 decades in fin…

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