# episode financial (audio feeds) — RSS Amplifier Recent posts from the 3 feeds in the RSS Amplifier directory that cover episode financial. Page: Feed: --- ## [The Marketing Trap Keeping Many Financial Advisors From Growing](https://16waysfromsunday.libsyn.com/the-marketing-trap-keeping-many-financial-advisors-from-growing) _2026-08-18 · Financial Advisor Marketing Playbook_ Most financial advisors are not struggling because they chose the wrong marketing tactics. They are struggling because they are trying to do too many things at once. In this episode of the Financial Advisor Marketing Playbook , Mark Mersman explores the Four Burner Theory and shows how advisors can apply it to marketing, practice management, and business growth. Learn how to prioritize… [Listen](https://traffic.libsyn.com/secure/16waysfromsunday/MarketingTrap_AUDIO.mp3?dest-id=744799) ## [529 vs Trump Accts vs UTMA vs Other](https://finitygroup.podbean.com/e/529-vs-trump-accts-vs-utma-vs-other/) _2026-08-17 · Financial Clarity for Doctors_ With the rollout of additional long-term savings vehicles for kids, the hosts of Financial Clarity for Doctors wanted to unpack a few of the different options out there! In this episode, hosts Corey Janoff and Rachelle Vanderzanden unpack the purpose and pros and cons of different vehicles designed to save funds for kids. When you are building a savings plan for your kids: Consider your goals… [Listen](https://mcdn.podbean.com/mf/web/by7p863fmvtkzp39/Kids_Savings_Final_Audio6358d.mp3) ## [Why Great Financial Advisors Manage Expectations Before They Manage Portfolios](https://16waysfromsunday.libsyn.com/why-great-financial-advisors-manage-expectations-before-they-manage-portfolios) _2026-08-04 · Financial Advisor Marketing Playbook_ What if one of the most important promises a financial advisor could make is that they'll eventually lose a client money? In this episode of the Financial Advisor Marketing Playbook , Mark Mersman sits down with Josh Kneller of Atlas Capital Management to discuss investor behavior, managing expectations, market volatility, and advisor communication. Josh shares why advisors should stop chasing… [Listen](https://traffic.libsyn.com/secure/16waysfromsunday/WhyGreatadvisorsmanageexpectations_AUDIO.mp3?dest-id=744799) ## [Summer Planning Checklist](https://finitygroup.podbean.com/e/summer-planning-checklist/) _2026-08-03 · Financial Clarity for Doctors_ It’s summer! Time for fun in the sun and extra time with friends and family, which can have an impact on the finances! In this episode of Financial Clarity for Doctors, hosts Corey Janoff and Rachelle Vanderzanden walk through a few things that can be helpful during a mid-year financial planning check. Ideas for Summer Planning: Take a moment to review your spending and reflect on whether it… [Listen](https://mcdn.podbean.com/mf/web/p7gkn2wsfegd7dw3/Summer_Checklist_Final_Audio5z5qa.mp3) ## [What Financial Advisors Can Learn From Disney About Creating Memorable Client Experiences](https://16waysfromsunday.libsyn.com/what-financial-advisors-can-learn-from-disney-about-creating-memorable-client-experiences) _2026-07-21 · Financial Advisor Marketing Playbook_ What can financial advisors learn from Disney? In this episode of the Financial Advisor Marketing Playbook , Mark Mersman sits down with former Disney leader and customer experience expert Vance Morris to discuss how advisors can create memorable client experiences that drive loyalty, referrals, and retention. From Disney's obsession with detail and service recovery to creating anticipation,… [Listen](https://traffic.libsyn.com/secure/16waysfromsunday/LearnFromDisney_AUDIO.mp3?dest-id=744799) ## [Fighting Money Laundering Past,Present & Future with Lisa Arquette,Donna Murphy and Suzanne Williams](https://soundcloud.com/financialcrimematters/lisa-arquette-donna-murphy-and-suzanne-williams) _2026-07-20 · Financial Crime Matters_ In this episode of "Financial Crime Matters," Kieran asks former senior banking regulators Lisa Arquette, Donna Murphy and Suzanne Williams to draw on their cumulative decades of insight related to US anti-financial crime regulation. Recently retired, Lisa, Donna and Suzanne discuss their roles in defining Bank Secrecy Act, or BSA, requirements over the past twenty years at the FDIC, Office of the… [Listen](https://feeds.soundcloud.com/stream/2364716867-financialcrimematters-lisa-arquette-donna-murphy-and-suzanne-williams.mp3) ## [The Trick is Not Minding That it Hurts](https://finitygroup.podbean.com/e/the-trick-is-not-minding-that-it-hurts/) _2026-07-20 · Financial Clarity for Doctors_ In this episode of Financial Clarity for Doctors, hosts Corey Janoff and Rachelle Vanderzanden talk through some scenarios where it is helpful to have thick skin! With finances (and especially investing), it won’t always be fun. Investing Challenges and Suggestions: · Investment accounts will very likely go down in value at some point and may stay down for a while. BUT to date, have grown… [Listen](https://mcdn.podbean.com/mf/web/cuwwnmbqyf4dx4jb/Not_Minding_it_Hurts_Final_Audio-17r05f.mp3) ## [You Won the Lottery...Now What?](https://finitygroup.podbean.com/e/you-won-the-lotterynow-what/) _2026-07-06 · Financial Clarity for Doctors_ Sometimes it’s fun to daydream a bit! In this episode of Financial Clarity for Doctors, Rachelle Vanderzanden and Corey Janoff unpack the potential uses of those unexpected windfalls. The lottery is a great example, although a long shot – especially if you don’t play! Selling a business or receiving a large inheritance is much more likely for some of you. Below are some practical (and not so… [Listen](https://mcdn.podbean.com/mf/web/5ixiu4c635kwd2ix/Lottery_Final_Audio6jvly.mp3) ## [The Secret to Turning Client Events into Client Stories](https://16waysfromsunday.libsyn.com/the-secret-to-client-events-that-turn-into-client-stories) _2026-07-02 · Financial Advisor Marketing Playbook_ Most financial advisors host client events, but very few create experiences that clients actually remember and talk about. In this episode of the Financial Advisor Marketing Playbook , Mark Mersman challenges advisors to rethink traditional events and start designing memorable experiences that build relationships, spark conversations, and drive referrals. Learn how to apply the principles of the… [Listen](https://traffic.libsyn.com/secure/16waysfromsunday/Client_Events_AUDIO.mp3?dest-id=744799) ## [It's Not Just About Tax Minimization](https://finitygroup.podbean.com/e/its-not-just-about-tax-minimization/) _2026-06-22 · Financial Clarity for Doctors_ In this episode of Financial Clarity for Doctors, Rachelle Vanderzanden and Corey Janoff discuss some benefits of tax minimization for high income earners, but also the need to look beyond and keep things simple sometimes. When you are constantly chasing tax savings, you can end up using strategies that are time consuming, potentially expensive, and sometimes overly complicated. More complicated… [Listen](https://mcdn.podbean.com/mf/web/brgxbkc56z2gbmnr/Tax_Minimization_Final_Audio9ofcj.mp3) ## [AI News Summaries & Audio (Sponsored)](https://crawlproof.com/a/7kjkdCEJsIUV) _2026-06-22 · **Sponsored**_ Tap an article for an AI summary and an audio briefing. ## [Utilizing AI to Reach and Free Victims of Violence, with Megs Shah](https://soundcloud.com/financialcrimematters/megs-shah) _2026-06-17 · Financial Crime Matters_ In this episode of "Financial Crime Matters," Kieran talks with Megs Shah, the CEO and founder of The Parasol Cooperative, a not-for-profit that has created an AI tool to reach and serve the victims of domestic violence, child sex abuse, and labor trafficking. Drawing on her successful career in AI working with large corporations and her experience as a survivor of child sexual abuse, Megs… [Listen](https://feeds.soundcloud.com/stream/2341298243-financialcrimematters-megs-shah.mp3) ## [From Disney to Apple: Powerful Marketing Lessons for Financial Advisors](https://16waysfromsunday.libsyn.com/from-disney-to-apple-powerful-marketing-lessons-for-financial-advisors) _2026-06-09 · Financial Advisor Marketing Playbook_ Some of the best marketing lessons for financial advisors do not come from within the industry. In this episode of the Financial Advisor Marketing Playbook , Mark Mersman breaks down what advisors can learn from iconic brands like Disney, Chick‑fil‑A, Costco, Buc-ees, Ritz‑Carlton, and Apple. From creating anticipation and delivering consistent experiences to knowing your audience and simplifying… [Listen](https://traffic.libsyn.com/secure/16waysfromsunday/Powerfullessons_AUDIO.mp3?dest-id=744799) ## [The Stock Market Will Not Do What You Expect](https://finitygroup.podbean.com/e/the-stock-market-will-not-do-what-you-expect/) _2026-06-08 · Financial Clarity for Doctors_ In this episode of Financial Clarity for Doctors, hosts Corey Janoff and Rachelle Vanderzanden talk through some stock market noise. It’s hard to know when to listen to headlines and what information to heed. What we listen to as investors and what the movers and shakers listen to may be very different. Discussion in this episode include: The focus of retail investors, including local news,… [Listen](https://mcdn.podbean.com/mf/web/jteyd8t2bhzas989/Market_Final_Audiob2s2p.mp3) ## [Digital Money's Anti-Financial Crime Future, with Coinbase's Joseph Salama](https://soundcloud.com/financialcrimematters/joseph-salama) _2026-05-28 · Financial Crime Matters_ In this episode of “Financial Crime Matters,” Kieran talks with Joseph Salama, chief compliance officer at Coinbase, about mitigating financial crime risk associated with digital assets. Joe discusses current regulatory frameworks for crypto currencies, touching on the Stablecoin Act, Europe's Markets in Crypto Assets (MiCA) and some current proposals for oversight, arguing that the industry needs… [Listen](https://feeds.soundcloud.com/stream/2328962891-financialcrimematters-joseph-salama.mp3) ## [Don't Even Try to Keep Up with the Doctors on TV](https://finitygroup.podbean.com/e/dont-even-try-to-keep-up-with-the-doctors-on-tv/) _2026-05-25 · Financial Clarity for Doctors_ In so many ways, television and movies can be unrealistic. Some things fly under the radar most of the time! In this episode of Financial Clarity for Doctors, hosts Rachelle Vanderzanden and Corey Janoff walk through some examples of shows with characters living inflated lives. Does it make sense given their profession and age? Probably not. They often have nicer homes and nicer things and a lot… [Listen](https://mcdn.podbean.com/mf/web/nxkf74i56mq59ia4/TV_Docs_Final_Audio7suyh.mp3) ## [How to Explain Advisor Independence in a Way Clients Understand](https://16waysfromsunday.libsyn.com/how-to-explain-advisor-independence-in-a-way-clients-understand) _2026-05-19 · Financial Advisor Marketing Playbook_ Many financial advisors struggle to explain what it really means to be independent without sounding technical, negative, or self‑focused. In this episode of the Financial Advisor Marketing Playbook , Mark Mersman walks through how to position independence in a way that builds trust and resonates with clients. He explains why structure‑based explanations fall flat, how outcome‑based messaging… [Listen](https://traffic.libsyn.com/secure/16waysfromsunday/ExplainIndependence_AUDIO_FAMP.mp3?dest-id=744799) ## [The Economy: Data vs Sentiment](https://finitygroup.podbean.com/e/the-economy-data-vs-sentiment/) _2026-05-11 · Financial Clarity for Doctors_ Human behavior and feeling is not always driven by numbers and data. This is especially true when we think about consumer sentiment compared to the economy we review in numbers and charts. In this episode of Financial Clarity for Doctors, hosts Corey Janoff and Rachelle Vanderzanden discuss current economic sentiment, current economic conditions, and why those two things seem to be harder and… [Listen](https://mcdn.podbean.com/mf/web/xxuavnpa5u8kjzdf/Economy_Data_v_Sentiment_Final_Audio9s8b2.mp3) ## [Stop Sounding Like Every Other Advisor: How Clear Messaging Attracts Better Clients](https://16waysfromsunday.libsyn.com/stop-sounding-like-every-other-advisor-how-clear-messaging-attracts-better-clients) _2026-05-07 · Financial Advisor Marketing Playbook_ Most financial advisors sound the same and that's a problem. In this episode of the Financial Advisor Marketing Playbook , Mark Mersman breaks down why vague phrases like "comprehensive financial planning," "holistic," and "personalized solutions" fail to resonate with today's prospects. He explains how advisor‑centric messaging creates confusion and indifference, and why shifting to clear,… [Listen](https://traffic.libsyn.com/secure/16waysfromsunday/ComprehensiveAdvisorBad_AUDIO.mp3?dest-id=744799) ## [How AI Is Changing Advisor Marketing, Time Management, and Growth with Matt Halloran](https://16waysfromsunday.libsyn.com/how-ai-is-changing-advisor-marketing-time-management-and-growth-with-matt-halloran) _2026-04-30 · Financial Advisor Marketing Playbook_ Mark Mersman sits down with longtime friend and advisor marketing expert Matt Halloran, now Chief of Angels at Zocks, to unpack how artificial intelligence is reshaping financial advisor marketing, client experience, and growth. From freeing up time through smarter systems to using AI-powered insights for better content, niching, and follow-up, Matt shares real-world examples advisors can learn… [Listen](https://traffic.libsyn.com/secure/16waysfromsunday/AINicheMarketing_AUDIO.mp3?dest-id=744799) ## [Disrupting Terror Finance, with the Middlebury Institute's Jason Blazakis](https://soundcloud.com/financialcrimematters/jason-blazakis) _2026-04-27 · Financial Crime Matters_ In this episode of “Financial Crime Matters,” Kieran talks with Jason Blazakis about his book, "Terror Disrupted: Countering the Financing of Terrorism." A professor at the Middlebury Institute and a former counterterrorism finance office director at the US State Department, Jason concludes that the current global situation and the "combination of losing \[anti-terrorism\] resources with the… [Listen](https://feeds.soundcloud.com/stream/2310318158-financialcrimematters-jason-blazakis.mp3) ## [Reach prospects with real signals (Sponsored)](https://crawlproof.com/a/DQzup8pzijfi) _2026-04-27 · **Sponsored**_ Find prospects talking about your problem and get context-backed moments to engage ## [The Challenges of Early Retirement](https://finitygroup.podbean.com/e/the-challenges-of-early-retirement/) _2026-04-27 · Financial Clarity for Doctors_ For a lot of people, the answer to when they would like to retire is “as soon as possible!” For those folks, a lot of resources often need to go toward that goal, because it is challenging! In this episode of Financial Clarity for Doctors, hosts Corey Janoff and Rachelle Vanderzanden discuss some challenges of early retirement and how to best work toward that goal. Early Retirement Basics: What is… [Listen](https://mcdn.podbean.com/mf/web/ipfake5fs2nz2qwr/Early_Retirement_Final_Audio6g1g6.mp3) ## [Teaching Kids to Save](https://finitygroup.podbean.com/e/teaching-kids-to-save/) _2026-04-13 · Financial Clarity for Doctors_ April is Financial Literacy month, and in this episode of Financial Clarity for Doctors, hosts Corey Janoff and Rachelle Vanderzanden talk about some basics of teaching kids to save and manage money responsibly. Getting kids to the point where they are financially independent is a huge milestone, and sometimes it feels like that is harder to achieve than it has ever been. Strategies and ideas for… [Listen](https://mcdn.podbean.com/mf/web/prf76rs6pe3xt22n/Kids_Final_Audio7w6wv.mp3) ## [How to Create Client Events That Actually Generate Referrals](https://16waysfromsunday.libsyn.com/how-to-create-client-events-that-actually-generate-referrals) _2026-04-07 · Financial Advisor Marketing Playbook_ Most financial advisor client events fall flat—not because the information is wrong, but because the experience is forgettable. In this episode of Financial Advisor Marketing Playbook , Mark Mersman breaks down why traditional seminar-style events often fail and how advisors can design client experiences that drive pride, connection, and organic referrals. Drawing from the principles of the… [Listen](https://traffic.libsyn.com/secure/16waysfromsunday/ClientEvents_AUDIO.mp3?dest-id=744799) ## [Figuring Out Why Money Laundering Wins, with Oliver Bullough](https://soundcloud.com/financialcrimematters/oliver-bullough-why-money-laundering-wins) _2026-03-20 · Financial Crime Matters_ In this episode of “Financial Crime Matters,” Kieran talks with Oliver Bullough about his latest book, “Everybody Loves Our Dollars: How Money Laundering Won.” In their discussion, Oliver details how a well-intentioned anti-money laundering effort launched in the United States in 1970 snowballed to become today’s global compliance industry, which spends $200 billion annually even as money… [Listen](https://feeds.soundcloud.com/stream/2287440842-financialcrimematters-oliver-bullough-why-money-laundering-wins.mp3) ## [Lead Magnets That Convert in 2026: How AI Is Changing Lead Generation for Advisors](https://16waysfromsunday.libsyn.com/lead-magnets-that-convert-in-2026-how-ai-is-changing-lead-generation-for-advisors) _2026-03-03 · Financial Advisor Marketing Playbook_ In this episode of the Financial Advisor Marketing Playbook , Mark Mersman breaks down the dramatic shift happening in lead magnets for financial advisors in 2026. Generic retirement guides and broad educational PDFs no longer convert in an AI‑driven world where consumers want speed, clarity, and personalization. Mark explains why specificity beats size, how identity‑based marketing increases… [Listen](https://traffic.libsyn.com/secure/16waysfromsunday/LeadMagnet_AUDIO.mp3?dest-id=744799) ## [Holding Court to Bring Kleptocrats to Account, with Richard Goldstone](https://soundcloud.com/financialcrimematters/richard-goldstone) _2026-02-17 · Financial Crime Matters_ In this episode of “Financial Crime Matters,” Kieran talks with former South African jurist Richard Goldstone about his current efforts as a board member at Integrity Initiatives International, to help create the International Anti-Corruption Court (IACC). Richard, who served on South Africa’s Constitutional Court and then led several international justice initiatives, discusses the… [Listen](https://feeds.soundcloud.com/stream/2268483074-financialcrimematters-richard-goldstone.mp3) ## [Countering Canada’s Deadly Drug Trade, with Nick Souccar](https://soundcloud.com/financialcrimematters/nick-souccar) _2025-12-15 · Financial Crime Matters_ In this episode of “Financial Crime Matters,” Kieran talks live from the ACAMS Assembly Canada with Inspector Nick Souccar, who is Officer in Charge of Federal Policing Criminal Operations, Serious and Organized Crime, and the Canadian Integrated Response to Organized Crime for the Royal Canadian Mounted Police. Nick and Kieran discuss law enforcement’s efforts to secure Canada’s borders against… [Listen](https://feeds.soundcloud.com/stream/2230145312-financialcrimematters-nick-souccar.mp3) ## [How the Big Banks Look at Stablecoin, Digital Assets and Modernization, with Ned Conway](https://soundcloud.com/financialcrimematters/ned-conway) _2025-11-17 · Financial Crime Matters_ In this episode of "Financial Crime Matters," Kieran talks live from The ACAMS Assembly Las Vegas with Ned Conway, Executive Secretary at the Wolfsberg Group, an association of 12 of the world's largest banks that focuses on managing financial crime and money laundering risks. Ned discusses Wolfsberg's recommendations for banking stablecoin producers, pointing to the group's recent guidance… [Listen](https://feeds.soundcloud.com/stream/2214316355-financialcrimematters-ned-conway.mp3) ## [How Sanctions Became a Way to Wage War and When They Actually Work, with Eddie Fishman.](https://soundcloud.com/financialcrimematters/eddie-fishman) _2025-11-03 · Financial Crime Matters_ In this episode of "Financial Crime Matters," Kieran talks with Eddie Fishman, author of “Chokepoints: How the Global Economy Became a Weapon of War," about the rapid growth in the use of financial sanctions in the 21st Century, with each US president from George W. Bush on imposing sanctions at twice the rate of his predecessor. Drawing on history and his own experience from stints at the US… [Listen](https://feeds.soundcloud.com/stream/2205386091-financialcrimematters-eddie-fishman.mp3) ## [Accept your Doppler invite (Sponsored)](https://crawlproof.com/a/6EUgaE1BYfTM) _2025-11-03 · **Sponsored**_ Create your Doppler account using the invite code you received. ## [Embarking on a New Anti-Financial Crime Era, with AUSTRAC's Brendan Thomas](https://soundcloud.com/financialcrimematters/brendan-thomas) _2025-09-29 · Financial Crime Matters_ In this episode of "Financial Crime Matters," Kieran talks with AUSTRAC CEO Brendan Thomas about his agency's efforts to implement a vast extension of Australia's anti-money laundering regime to about 80,000 new entities under legislation commonly referred to as T2. In service to those efforts, Brendan details AUSTRAC's outreach to law firms, accountants, real estate agencies and other designated… [Listen](https://feeds.soundcloud.com/stream/2178543690-financialcrimematters-brendan-thomas.mp3)