A(z) Financial Professionals csatorna legjobb podcastjai (2025)

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65. How Financial Pros Can Market Their Firm in 2026 Without Burning Out 20:08

12h ago20:08

20:08

Marketing for financial pros can feel like you’re juggling spreadsheets, deadlines, expectations… and then somehow, you’re also expected to be a full-time content creator. Let’s dig into how you can simplify your marketing, protect your energy, and build a rhythm that actually works for your life and business. In this episode, I break down: ✨Why mo…

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Lightning Pod: IUL Lawsuits, BD Exodus, and Today’s Economy - Ep 116 32:49

6d ago32:49

32:49

In this episode, Justin and Jared dive into several key topics shaping today’s financial landscape. They discuss Kyle Busch’s lawsuit against Pacific Life and what it says about life insurance, the growing trend of advisors moving away from broker-dealers, and the latest shifts in used car prices, housing, and interest rates. They conclude with a l…

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64. Making SEO Simple (and Compliant) w/ Beth Chernes 19:28

8d ago19:28

19:28

SEO can feel vague, but for financial firms it’s one of the most reliable ways to grow beyond referrals while staying compliant. In this guest convo, Beth Chernes from Beth Chernes & Co breaks down practical, video-first SEO, keyword research that starts with client language, and simple website fixes that build trust and convert. In this episode, I…

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63. Finding a Marketing Home Base for Your Accounting Firm 14:46

15d ago14:46

14:46

LinkedIn might feel like the “suit and tie” of social media… but your real growth comes from picking a home base; the one place you’ll consistently show up with clear messaging and value. In this episode, I break down: What a “marketing home base” is and why it matters How to pick the platform that fits you (and your ideal client) The case for choo…

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HNW Property Insurance with Landon Davis Ep 115 29:02

20d ago29:02

29:02

In this episode, we dive into the world of property and casualty insurance for high-net-worth families with Landon Davis from NFP. We examine the evolving risks and market shifts that make insuring valuable property particularly challenging. We also talk about Landon’s journey into the insurance field and how great brokers do more than manage polic…

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62. 3 Marketing Myths Keeping Financial Professionals Stuck 16:29

22d ago16:29

16:29

Marketing in the financial industry can feel way more complicated than it needs to be. There are so many voices telling you what you “should” be doing, but most of them don’t actually understand the unique needs of accountants, CPAs, CFOs, and financial firms. I’m sharing three common marketing myths that are making financial pros feel overwhelmed,…

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61. 6 Hard Truths About Marketing (Said with Love) 14:14

29d ago14:14

14:14

Your marketing doesn’t have to blend in to belong. Because when your marketing comes from you, people feel that and that’s what builds trust, credibility, and clients. In this episode, I share a few hard truths about what’s holding financial professionals back from marketing that actually works and how to fix it without burning everything down. In …

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Investing Lessons for Ivy League Endowments - Ep 114 30:06

1M ago30:06

30:06

In this episode, we explore how the Ivy League endowment model can inform smarter investing for oil and gas professionals. We discuss how these massive funds balance long-term growth with liquidity and why even “permanent capital” requires flexibility. Listeners will see the blind spots of the largest pools of institutional capital and learn why no…

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60. How to Build and Grow Your Email List w/ Melissa Seideman 26:55

1M ago26:55

26:55

LinkedIn and Instagram can feel like the “suit and tie” of social… but your inbox? That’s your VIP room. In this guest convo, Melissa Seidman from Not Another Virtual Assistant (NAVA) breaks down how to build and grow an email list, without making it complicated or spammy. In this episode, I sit down with Melissa, to chat about: Why sending newslet…

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59. Why Tax Season is the Wrong Time to Outsource Your Marketing 14:57

1M ago14:57

14:57

Don’t hire a marketing strategist in the middle of tax season. Sounds strange coming from me, right? But if you’re a CPA or financial pro trying to outsource your marketing between December and April, you’re setting yourself up for overwhelm. In this episode, I’m breaking down: Why tax season is the worst time to start outsourcing your marketing Th…

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Meet the Team: Reagan Miller - Ep. 113 15:23

2M ago15:23

15:23

In this episode, we’re excited to welcome Reagan Miller, the newest member of our Fort Worth team. She shares her journey into wealth management, how her background in admin and marketing supports her role, and her passion for organization, bookkeeping, and learning new skills. Reagan also talks about her excitement for being part of the Fort Worth…

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58. How to Humanize Your Marketing with Stories That Convert 10:22

2M ago10:22

10:22

Financial professionals are used to numbers, deadlines, and compliance but not always storytelling. The thing is, stories are the bridge to trust, and trust is one of your biggest marketing assets. In this episode, I break down: Why stories help financial pros connect with potential clients How to avoid confusing your audience with financial jargon…

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57. The Marketing Metrics That Grow Your Accounting Firm 15:17

2M ago15:17

15:17

Creating content shouldn’t feel like a guessing game. If you’re posting carousels, reels, emails, and stories but have no clue what’s actually working then it’s time for a reset. This episode is your friendly reminder that you don’t need to track everything; you just need to track the right metrics. In this episode, I’m sharing: What “clarity metri…

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Lightning Pod: Future of Work, Real Estate Trends & Investing - Ep 112 28:29

2M ago28:29

28:29

In this episode, Justin and Jared explore real estate investing, the future of work trends, and how both are reshaping today’s markets. We dive into Galveston’s oversaturated Airbnb market, the return-to-office push, and what these shifts mean for hybrid work models and investors. Plus, we break down dividend strategies and the economic impact of u…

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56. Is Your Website Helping or Hurting Your Accounting Firm? with Kristen Corey 27:08

2M ago27:08

27:08

You can post consistently, show up on social media, send newsletters…But if your website doesn’t match your message, you're sending people into a dead end. Your website is the anchor of your funnel. Not just a “nice-to-have.” In this episode, I sit down with Kristen Corey, Founder of Media Books Agency, to talk about: Why your website needs to matc…

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55. Reset Your Marketing for Fall 2025 11:13

2M ago11:13

11:13

Fall always feels like a natural reset, especially for financial professionals heading into the busiest time of year. In this episode, I’m diving into exactly how to reset your marketing this fall without the overwhelm. In this episode, I’m sharing: Why fall is the best time to reset your marketing My simple 3-step Reset Framework (Review, Simplify…

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UBS Wealth Report 2025: Key Insights on the Future of Wealth - Ep 111 31:03

3M ago31:03

31:03

Justin and Jared break down the key insights from UBS’s Global Wealth Report. We look at how wealth is growing across different demographics, why median wealth in the U.S. is outpacing other countries, and what the rise in everyday millionaires really means. We also dig into unique factors driving this trend, including equity ownership and mineral …

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54. From Agency to Me: The Soft Rebrand Story 16:00

3M ago16:00

16:00

Taking a break this summer wasn’t just about sunshine and sangria, it led to a deeper shift in my business. I realized something big: it was time to be simplified literally and figuratively. Whether you're running a firm or feeling a little off in your own brand, this episode is your reminder to pivot with purpose. In this episode, I’m sharing: Why…

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The Truth About Wills and Trusts - Ep. 110 33:34

3M ago33:34

33:34

In this episode, Justin and Jared break down the truths and myths about trusts. We discuss how trusts can help with estate planning by avoiding probate, protecting assets, and managing distributions if you become incapacitated. You’ll also hear how trusts compare to wills and where people often misunderstand their role in a financial plan. For more…

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One Big Beautiful Bill Act (OBBBA) - Ep.109 35:08

3M ago35:08

35:08

In this podcast, Jared and Nathan discuss the newest piece of tax legislation that was passed into law earlier this year - One Big Beautiful Bill Act. They highlight the pieces of the bill that are most pertinent to oil and gas professionals, they also discuss which pieces of the bill are the most overrated. For more information and show notes visi…

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53. Mindset: Feeling Behind? Here’s How to Reset Without Guilt 3:53

4M ago3:53

3:53

Feeling like you're behind on marketing? You're not alone especially if you're a financial pro coming off of tax season or juggling a full life. But here's the good news: You're not behind. You're not failing. You're human and your marketing doesn’t have to be perfect to be powerful. In this episode, I’m wrapping up the 5-Minute Marketing series wi…

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Lightning Pod: Lump Sum vs. Dollar Cost Average, Credit Card Points, The Most Interesting Public Market 31:57

4M ago31:57

31:57

In this lightning pod, we discuss: dollar cost averaging vs. lump sum investing, credit card points, and which market segment we'd only own if we could only own one. Be sure to listen to the end, where we discuss our thoughts on the most overrated and underrated cities. For more information and show notes visit: https://www.bwmplanning.com/post/108…

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52. Mindset: Simplify Your Marketing with One Thoughtful Post 3:36

4M ago3:36

3:36

Marketing doesn’t have to take over your calendar or your sanity. In this episode, I’m breaking down how you can keep your marketing simple, sustainable, and actually doable in just 10 minutes a week. No complex funnels. No 27-step plans. Just real, consistent visibility that fits into your life as a financial pro. Here’s what I cover: Why you don’…

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51. Mindset: Marketing Doesn’t Have to Be Loud 3:26

4M ago3:26

3:26

Marketing can feel like it’s built for extroverts: bold colors, bold claims, big personalities. But if you’re a quiet thinker (especially if you’re a financial pro), this episode is for you. You don’t have to shout to stand out. Seriously. In this episode, I break down: Why “quiet marketing” works for financial pros What your ideal clients are actu…

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Why 529 Plans Are Overrated - Ep. 107 28:56

4M ago28:56

28:56

In this episode, Justin and Jared discuss why they think 529 plans are overrated. We discuss the 529 to Roth rollover provision, the state income tax deduction, and the tradeoffs and benefits of locking funds into an account earmarked for education funding. For more information and show notes visit: https://www.bwmplanning.com/post/107 Connect With…

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50. Social Media: Repurpose Like a Pro: Turn 1 Tip into 3 Posts 4:44

4M ago4:44

4:44

Feeling like you need to be on a content creation treadmill just to stay visible? Let’s put that myth to rest. You can get more mileage (and less stress) out of the advice you’re already giving clients every single day. In this episode, I walk you through: Why creating brand-new content constantly is not the answer The power of repetition (and how …

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49. Social Media: Stop Overthinking the Caption 3:56

5M ago3:56

3:56

If writing social media captions makes you freeze up, you’re not alone. You don’t have to be a writer or storyteller to stop the scroll and make an impact. You just need a solid, simple structure and that’s exactly what I’m giving you today. In this episode, I chat about: The 3-line caption formula that simplifies everything Real examples you can s…

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Should You Buy a Business? - Ep. 106 38:59

5M ago38:59

38:59

In this episode, Justin and Jared discuss what to think through if you want to buy a business. Should I buy a business in retirement? What type of business should I buy or start? When will the steady path of a W2 career result in more wealth? For more information and show notes visit: https://www.bwmplanning.com/post/106 Connect With Us: Facebook -…

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48. Social Media: 3 Non-Cringe Social Media Posts That Show Off Your Expertise 4:41

5M ago4:41

4:41

Stop Overthinking Your Social Media Posts (They're Easier Than You Think) Social media doesn’t have to feel like a stage where you’re expected to perform, dance, or drop one-liners. And no, you don’t need to go full “influencer” to grow your firm online. In this episode, I’m sharing 3 types of social media posts that are: ✨ Super helpful to your au…

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47. Email Marketing: The Magic of a 3-Email Welcome Series 3:56

5M ago3:56

3:56

Email marketing can feel like a lot. And the email welcome sequence? That part tends to get skipped altogether (no shame, I’ve been there too). But here’s the thing: those first few emails someone gets after joining your list? They actually matter a lot. In this episode, I am breaking down the simple but powerful welcome sequence that helps financi…

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The Deficit & Future Tax Policy - Ep. 105 36:18

5M ago36:18

36:18

In this episode, Justin and Jared discuss the federal deficit, the funding status of Social Security, and what that may mean for future tax policy and retirement planning for oil and gas professionals. For more information and show notes visit: https://www.bwmplanning.com/post/105 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthM…

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46. Email Marketing: The One Email You Should Send 4:40

5M ago4:40

4:40

Let’s talk about one of the most low-effort, high-impact emails you probably forgot to send. It’s not a pitch. It’s not a full-on newsletter. It’s just a simple check-in. In this episode, I’m breaking down how a short, thoughtful email—yes, even straight from your personal inbox—can help you stand out, rebuild connections, and boost visibility with…

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Ep. 9 - Where to Start With CX? 24:58

5M ago24:58

24:58

Looking to revolutionize Client Experience in Finance and outpace your competition with cutting-edge CX strategies? This power-packed episode of Competitive CX guides listeners through the essential first steps to building a truly client-centric culture in financial services, offering actionable insights for improving client engagement, enhancing c…

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45. Email Marketing: What to Say When You Don’t Know What to Write 4:17

6M ago4:17

4:17

Staring at a blank screen when it’s time to write an email? Yep, I’ve been there too—more times than I can count. But what if I told you your next great email idea is already sitting in your DMs, call notes, or client convos? In this episode, I break down: ✨ Why overthinking your emails is killing your consistency ✨ The one powerful prompt that mak…

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Ep, 8 - Solving the Most Common CX Complaints 28:53

6M ago28:53

28:53

Unlock proven strategies for transforming Client Experience in Finance with actionable CX best practices, client-centric culture insights, and solutions to the most common pain points in the financial services client experience. In this episode of Competitive CX, hosts Melanie Aimer, Adam Grainger and Hamish Taylor dive deep into solving top client…

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Meet The Team: Josh Matthews - Ep. 104 28:55

6M ago28:55

28:55

In this episode, Justin sits down with our newest team member, Josh Matthews, to discuss his first money memory, his career in commercial real estate, and what led him to change careers. For more information and show notes visit: https://www.bwmplanning.com/post/104 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=…

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44. Business, Life & Marketing: What’s Next for Summer 11:13

6M ago11:13

11:13

Summer marketing doesn’t have to mean burnout—or ghosting your audience. In this episode, I’m giving you a behind-the-scenes look at: ☀️ How I’m simplifying my content this summer ☀️ Why I created the “Five Minute Marketing Reset” series ☀️ What’s actually changing in the marketing world (spoiler: it’s not just the platforms) ☀️ The importance of r…

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Ep. 7 - Technology – Enabler or Disabler for CX? 22:35

6M ago22:35

22:35

Unlock the secrets to delivering world-class Client Experience in Finance as this episode of Competitive CX dives into whether technology is truly empowering or holding back CX strategies across financial services. Hosts Melanie Aimer, Adam Grainger and Hamish Taylor, explore how innovative digital tools and AI are shaping—or sometimes impeding—a c…

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43. Reset Summer Marketing Camp for Financial Pros 8:30

6M ago8:30

8:30

Summer hits and suddenly… you're either completely over marketing or scrambling to make up for all the posts and emails you didn’t send during tax season. But what if you gave yourself permission to reset instead of burn out? In this episode, I’m switching things up and sharing a behind-the-scenes look at my Reset Summer Marketing Camp—a cozy littl…

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Ep. 6 - Regulator - Friend or Foe to CX (Client Experience)? 22:52

6M ago22:52

22:52

Unlock the latest insights on how regulation is shaping Client Experience in Finance—discover powerful CX strategies, best practices, and real-world examples for building a truly client-centric culture and improving client engagement in this must-listen episode of Competitive CX! In this compelling episode, hosts Melanie Aimer,Adam Grainger and Ham…

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Public vs. Private School - Ep. 103 43:40

6M ago43:40

43:40

In this episode, Justin and Nathan discuss the trade-offs between public and private schools. Through the lens of Houston and Dallas specifically, they compare living in the city core and sending kids to private schools, moving to the suburbs for public schools, or buying an expensive home with great public schools that's centrally located. For mor…

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42. What’s Actually Working on LinkedIn Right Now (Financial Edition) 13:07

6M ago13:07

13:07

LinkedIn can feel like the “suit and tie” of social platforms—stiff, slow, and not made for financial pros trying to simplify things. But what if I told you, it’s actually one of the best platforms to grow your visibility as an Accoutant, CPA or CFO. In this episode, I break down: ✨ What Metricool’s 2025 study uncovered about LinkedIn ✨ Why financi…

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Ep. 5 - Incentives Inadvertently Deprioritise Client Experience 24:58

6M ago24:58

24:58

Discover how typical incentive schemes in financial services can unintentionally sideline client experience, and learn actionable CX strategies to foster a genuinely client-centric culture that improves client engagement and loyalty. In this episode Melanie Aimer, Hamish Taylor and Adam Grainger unpack the hidden ways internal incentives—ranging fr…

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41. How to Make Time for Marketing 8:02

7M ago8:02

8:02

Marketing can feel like just one more thing—especially when you’re deep in client work, juggling family life, or just plain exhausted. If marketing is always last on your list, this episode will help you breathe a little easier. In this episode, I chat about: ✨ Why marketing feels overwhelming (and why it’s not your fault) ✨ How to simplify without…

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Ep. 2 - What Is CX and Who Should Own It? 30:30

7M ago30:30

30:30

Supercharge your financial services strategy by discovering what client experience (CX) really means—and why having the right CX ownership is the key to sustained competitive advantage. In this episode of Competitive CX, host Melanie Aimer is joined by industry leaders Hamish Taylor (award-winning former CEO and master of customer-led transformatio…

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Ep. 3 - Cultures That Kick CX Down the Road 26:26

7M ago26:26

26:26

Struggling to drive client satisfaction in financial services? Discover why organizational culture can make or break your customer experience strategy—and learn actionable ways to get your team truly invested in CX. In this episode of Competitive CX, host Melanie Aimer, Hamish Taylor and Adam Grainger have a transparent conversation about “cultures…

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Ep. 1 - Why Care About CX (Client Experience)? 24:43

7M ago24:43

24:43

Unlock the secrets to outperforming your competition in financial services by prioritizing client experience (CX)—a strategy that’s proven to drive real results and customer loyalty. In this inaugural episode of Competitive CX, host Melanie Aimer is joined by Hamish Taylor—an award-winning former CEO renowned for championing customer-focused change…

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Ep. 4 - Organisational Structure Gets in the Way of CX 23:42

7M ago23:42

23:42

Unlock powerful CX strategies to revolutionize client experience in finance as we dive into the real obstacles that financial organizations face in building a truly client-centric culture and improving client engagement. In this episode of Competitive CX, hosts Melanie Aimer, Adam Grainger and Hamish Taylor dissect how traditional organizational st…

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Lightning Pod: Youth Sports, Property Taxes, Rolls Royce - Ep. 102 29:20

7M ago29:20

29:20

In this lightning pod, we discuss: the outrageous and ever-rising costs of youth sports, the pros and cons of property taxation, and the brilliance of Rolls-Royce. For more information and show notes visit: https://www.bwmplanning.com/post/102 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin - https:/…

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40. Bringing Personality into Your Marketing 10:52

7M ago10:52

10:52

Marketing can feel overly polished, overly stiff, and—let’s be real—just not like you. If you’ve been hiding behind your logo, stuck in corporate-style content, or unsure how to show more of your personality without oversharing, this episode is for you. In this episode, I chat about: ✨ Why hiding behind professional content might be holding you bac…

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