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A tartalmat a Garland Scott & ED Dudley, Garland Scott, and ED Dudley biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Garland Scott & ED Dudley, Garland Scott, and ED Dudley vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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The Agile Brand with Greg Kihlström®
“Software is eating the world.” That was written over 14 years ago, back in 2011 by Marc Andreesen, and it seems like that is growing more true every day. Today we’re going to talk about the increasingly digital nature of businesses - all businesses - as well as how the concept of composability, which has been applied effectively in the world of software, might just have applications well beyond technology infrastructure. To help me discuss this topic, I’d like to welcome Chris Bach, Co-Founder of Netlify. RESOURCES Wix Studio is the ultimate web platform for creative, fast-paced teams at agencies and enterprises—with smart design tools, flexible dev capabilities, full-stack business solutions, multi-site management, advanced AI and fully managed infrastructure. https://www.wix.com/studio Don't miss Medallia Experience 2025, March 24-26 in Las Vegas: Registration is now available: https://cvent.me/AmO1k0 Use code MEDEXP25 for $200 off registration Register now for HumanX 2025. This AI-focused event which brings some of the most forward-thinking minds in technology together. Register now with the code "HX25p_tab" for $250 off the regular price. Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstrom Don't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.show Check out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company…
Journey: The Financial Advisor Experience
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A tartalmat a Garland Scott & ED Dudley, Garland Scott, and ED Dudley biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Garland Scott & ED Dudley, Garland Scott, and ED Dudley vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
People of color and women have been historically underrepresented in the financial advisory profession. However, there is a growing number of women and people of color who are financial advisors. These women and people of color are often the first in their families to become financial professionals, and they have had to navigate a profession that was not designed with them in mind. This podcast will share the stories of women and people of color who are financial advisors or in the financial industry. We will hear about their journeys into the profession, their challenges, and their advice for other women and people of color who are interested in becoming financial advisors. Hosted by two former investment wholesalers who have spent years engaging and hearing stories from thousands of financial advisors, they have decided to collaborate and bring advisors’ experiences and journeys to the forefront. Join us as we share the Journey: The Financial Advisor Experience directly from advisors worldwide.
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17 epizódok
Mind megjelölése nem lejátszottként
Manage series 3378924
A tartalmat a Garland Scott & ED Dudley, Garland Scott, and ED Dudley biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Garland Scott & ED Dudley, Garland Scott, and ED Dudley vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
People of color and women have been historically underrepresented in the financial advisory profession. However, there is a growing number of women and people of color who are financial advisors. These women and people of color are often the first in their families to become financial professionals, and they have had to navigate a profession that was not designed with them in mind. This podcast will share the stories of women and people of color who are financial advisors or in the financial industry. We will hear about their journeys into the profession, their challenges, and their advice for other women and people of color who are interested in becoming financial advisors. Hosted by two former investment wholesalers who have spent years engaging and hearing stories from thousands of financial advisors, they have decided to collaborate and bring advisors’ experiences and journeys to the forefront. Join us as we share the Journey: The Financial Advisor Experience directly from advisors worldwide.
…
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17 epizódok
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×1 S2 E2 The Journey of Mario Payne 1:00:06
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1:00:06Mario exudes enthusiasm and drive. He’s a self starter, savvy, and highly intelligent. He’s a veteran, serving in the U.S. Army as a financial sergeant to help his follow soldiers reach their financial goals. He holds a degree in financial planning from the College of Financial Planning, a Bachelor of Arts in Business Administration from Tennessee State University and has his Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS) credentials. Less than 2% of all licensed African American financial advisors are a CFP®. His firm TOAMS Financial, is one of a select few SEC registered INVESTMENT ADVISORY FIRMS that is African American owned in the United States. Mario made history in February 2022. The company he co-owns, launched the first African American owned AI ETF on the New York Stock Exchange. The symbol is LETB. The goal of this fund is to limit investment losses while maximizing gains. Mario has several board mandates, including serving as an Executive Board Member at Knots4Kids, a non-profit organization, and was also selected as the Financial Chairman of the Board of Trustees for Jacksonville Public Library, and a Tennessee State College of Business Alumni Board Member, among others. We had a wonderful time listening to his stories of triumph as he powered through stigmas and racial stereotypes. This man is a winner. Please join us as we follow the journey of Mario J. Payne on the next episode of Journey: The Financial Advisor Experience. Tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott, CIMA®, Grier Rubeling, and ED Dudley. You can find our podcast wherever you listen to podcasts and on YouTube here https://youtu.be/Z_pwUugxP2s If you know someone in and around finance with an exciting story, don't hesitate to contact ED Dudley. #thejourney #thefinancialadvisorexperience #garlandscott #grierrubeling #eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion…
1 S2 E1 The Journey of Natalie Bergsma 1:07:00
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1:07:00Welcome to season 2 of Journey The Financial Advisor experience. To kick off our new season, we had a chance to chat with Natalie Bergsma. Natalie is the founder of BeyondFA. As a consulting firm, BeyondFA, provides leadership and business coaching, plus hands-on implementation consulting to progressive firms and financial services leaders committed to creating an impact, breaking the mold, and doing more. Natalie’s journey has taken her down some interesting paths and locations. Her story is very intriguing, you not only hear about her starting BeyondFA, but also her work to empower mothers. Please tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott, Grier Rubeling & ED Dudley to hear the journey of Natalie Bergsma. You can find our podcast wherever you listen to podcasts and on YouTube here: https://youtu.be/C7lPNUUfjxI If you know someone in and around finance with an exciting story, don't hesitate to contact ED Dudley. #thejourney #thefinancialadvisorexperience #garlandscott #grierrubeling #eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion…
Alex David is one of the few African American CEO’s in the financial advisory and investment arena. His meteoric rise is movie worthy. His humble start was as a bicycle messenger delivering paper and packages to Wall Street. His ferocious appetite for reading and learning led to a successful college career and literally landed him his first job in financial services. Earlier in his career, Alex was an institutional wholesaler with Lord Abbett, Federated Investors, and Oppenheimer Funds. He has worked on a number of financial services industry initiatives in Washington, D.C., including representing Wells Fargo on Capitol Hill in discussions with the House Ways and Means Committee regarding the tax status of 1099 independent contractors. He holds a doctorate in business with major concentrations in economics and marketing and a master’s degree in economics from the Lubin School of Business at Pace University. Alex joined Stifel after spending nearly 13 years at Wells Fargo Advisors, where he was Head of Branch Development and Marketing for the firm’s independent brokerage arm, Wells Fargo Advisors Financial Network (FiNet). In this role, he guided FiNet’s business development and market strategy and led a team responsible for recruiting, consulting, coaching, and managing independent financial advisors. Prior to that, as a Managing Director from 2008-2014, he helped bring in more than $55 billion in assets through recruiting and M&A activity. Now he is President and CEO of Stifel Independent Advisor and the Incoming Chair Emeritus for the Association of African American Financial Advisors (Quad A). In April, he was awarded the Diversity, Equity and Inclusion 2023 Lifetime Achievement Award from Investment News. He’s had a lifetime of achievement award, but he’s just getting started. Please tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott, CIMA® , Grier Rubeling & ED Dudley to hear the journey of Alex David. You can find our podcast wherever you listen to podcasts and on YouTube here: https://youtu.be/X8EyMamdbUk If you know someone in and around finance with an exciting story, don't hesitate to contact ED Dudley . #thejourney #thefinancialadvisorexperience #garlandscott #grierrubeling #eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion…
Thank you, Brandon Dixon-James, for enlightening our show with your philanthropic, caring, and giving attitude. He is the embodiment of paying it forward and giving back. He’s an active volunteer in the Fresno underserved communities, and he volunteers as a regular presenter for financial literacy courses to the youth; he’s a member of Kappa Alpha Psi Fraternity Inc., he’s a volunteer for the CFP Board Center for Financial Planning and a champion for diversity and inclusion. Brandon is the President and Founder of Resilient Wealth Management, INC, a wealth management firm based out of Fresno, CA. Brandon and his wife established RWM Inc as a fundamental theme that has not only allowed them to survive but to thrive in life: Resilience. Resilience is such an appropriate name for Brandon’s perseverance and success. Please join us as we follow the journey of Brandon Dixon-James on the next episode of Journey: The Financial Advisor Experience. Please tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott, CIMA® , Grier Rubeling & ED Dudley to hear the journey of Brandon Dixon-James You can find our podcast wherever you listen to podcasts and on YouTube here: https://youtu.be/-0IK0_kbS24 If you know someone in and around finance with an exciting story, don't hesitate to contact ED Dudley . #thejourney #thefinancialadvisorexperience #garlandscott #grierrubeling #eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion…
Nola Kulig is elegant, knowledgeable and experienced both as an advisor but also for the advocacy of women in financial services. This independent advisor in Longmeadow, Massachusetts is a Certified Financial Advisor and a Chartered Financial Analyst. In that regard, amongst the first to be so well versed. Our conversation was collegial and thorough. We were learning life lessons like sitting in an advanced business or philosophy class. Prior to beginning her advisory practice in 2012, Nola managed Kulig Consulting, LLC, a consulting firm for high net worth individuals and family wealth offices. Her previous experience includes being a senior consultant at Blue Heron Consulting, a boutique management consulting firm to investment management organizations, consulting on roughly $1 trillion in assets. Before joining Blue Heron in 2000, she was part of the senior management of Russell Investment Group, then the country's leading pension consulting firm and manager of over $100 billion in investments. Nola served most recently at Russell as portfolio manager with direct responsibility for $3 billion of assets. Nola was also a senior investment strategist, a member of Russell's Index Policy Committee and a consultant to Fortune 500 pension funds. Please tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott, CIMA® , Grier Rubeling & ED Dudley to hear the journey of Nola Kulig. You can find our podcast wherever you listen to podcasts and on YouTube here: https://youtu.be/uBAUq_5JIqo If you know someone in and around finance with an exciting story, don't hesitate to contact ED Dudley . #thejourney #thefinancialadvisorexperience #garlandscott #grierrubeling #eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion…
It is not often that we Marine Corp diesel mechanic and CDL Long Haul truck driver as part of the journey in financial services. If fact, we have never heard of that. With the CB handle “Lamb Chop”, Jessica Lamb went from the trucking company owner to President of her own independent financial planning practice. While helping anyone that needs sound financial advice, Jessica emphasizes that women have a financial voice and need to be heard. She views herself as more of a coach than an advisor. In her own words, she strives to educate, encourage, inspire, and ignite… She’s honest, no-nonsense, straightforward forward, and beloved by her peers and clients. Her care is genuine. Jessica is more than a marine, diesel mechanic, business owner, truck driver, and financial planner. She’s an advocate for humanity, and her mission is tremendous service. Please tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott, CIMA®, Grier Rubeling & ED Dudley to hear the journey of Jessica Lamb. You can find our podcast wherever you listen to podcasts and on YouTube here: https://youtu.be/HPt9gkO-j3o If you know someone in and around finance with an exciting story, don't hesitate to contact ED Dudley. #thejourney #thefinancialadvisorexperience #garlandscott #grierrubeling #eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion…
When we started this podcast, we wanted to share different journeys that lead to achievement in financial services. We wanted to find successful people that uniquely created their success. The Lee Baker story embodies the person and story we were looking for. This son of a preacher man has never forgotten that he is a servant to people. He didn’t pursue the top 1% of income earners. He instead has built a very successful firm working with everyday people, people who need his advice and help. He’s a community leader and an active church member, once serving as the career development director. Lee graduated with industrial engineering from Georgia Tech. He worked at an insurance company and learned planning through that lens. While working in insurance, he soon realized that he was much more interested in problem-solving client needs unrelated to insurance. Financial planning would soon become his passion. He did not take the familiar path of working for a large financial firm. His journey took him from an insurance company, a job head had while in college, to founding his own investment firm. He became a Certified Financial Planner in 1998 and an active member of the Financial Planning Association of Georgia. Please tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott, , Grier Rubeling & ED Dudley to hear from Lee Baker You can find our podcast wherever you listen to podcasts and on Youtube here: https://youtu.be/0SJR8R1sfvU Please follow us on YouTube and all major streaming platforms. #thejourney #thefinancialadvisorexperience #garlandscott #grierrubeling #eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion…
We had the great pleasure of having financial and prosperity keynote speaker and NY Times Best-selling author Ellen Rogin on the show. A seasoned financial advisor that now spends her time making a global impact and teaching individuals how to create prosperity on purpose. With her innovative and thought-provoking strategies, she now impacts the world on how to create purposeful prosperity. During the show, Ellen shares her journey; she talks about her time in public accounting, how she focused on public speaking to grow her practice, and her 100-year birthday speech. You most definitely want to hear her story, as her journey from the beginning to where she is today is worth listening to. Please tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott, CIMA®, Grier Rubeling & ED Dudley to hear from the amazing Ellen Rogin You can find our podcast wherever you listen to podcasts and on Youtube here: https://youtu.be/SR6Ekb2JhQY Please follow us on YouTube and all major streaming platforms. If you know of someone in and around finance with an exciting story, please get in touch with ED Dudley. #thejourney #thefinancialadvisorexperience #garlandscott #grierrubeling #eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion…
Nikki Gajoo joined us from South Africa. She brought with her a refined professionalism that was very refreshing. Nikki started in a graduate recruitment program at one of the four top banks in Johannesburg. She completed her intense training and was selected to join the private bank. That banking career exposed her to the world of financial planning. She faced some of the same challenges that many minority women encounter here in the States. In addition, she entered the industry when Apartheid had just ended, and a brand-new democracy was being formed. Nikki shared some frustrating stories where qualifications, experience, and intellect were ignored, and judgments were made on outward appearances. To be blunt, some meetings were halted at the sight of her. Born in the province of Kwazulu-Natal in a small town called New Castle, her choices upon graduating (Primary) high school were marriage or working in New Castle. Nikki bucked that trend by attending University and finding her passion in finance. That passion was born from personal experience after a family tragedy changed her family’s financial dynamic. Nikki is courageous, resourceful, and diligent. She navigates her country’s politics and our industry in a manner that is gracious and charismatic. Do not mistake her kindness for weakness! Please tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott, CIMA®, Grier Rubeling & ED Dudley to hear and learn from our wonderful special guest Nikki Gajoo You can find our podcast wherever you listen to podcasts and on Youtube here: https://youtu.be/al-fb5130Io Please subscribe, comment and share with your networks. If you know of someone in and around finance with an interesting story, please contact ED Dudley. #thejourney #thefinancialadvisorexperience #garlandscott #grierrubeling #eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion…
1 S1 E7 The Journey of Jerome Franklin 1:00:53
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1:00:53If you ever need an encouraging word or a positive spin, be sure to contact Jerome Franklin. He started his career in Financial Service with AG Edwards which later became Wells Fargo. He was one of a few African American advisors in Memphis, TN. When he became the branch manager his unique path became more demanding. Earning the trust and respect of your peers is always challenging for a new manager. Being a minority leader amongst the majority is the next level. Jerome handled all those barriers with grace and dignity. Join us as we follow the journey of Jerome Franklin on Journey: The Financial Advisor Experience. Please tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott, CIMA®, Grier Rubeling & ED Dudley to hear and learn from our wonderful special guest, Jerome Franklin. Follow us on all major streaming platforms or on YouTube here: https://youtu.be/x6-Fudy0dW4 #thejourney #thefinancialadvisorexperience #garlandscott #grierrubeling #eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion…
1 S1E6 The Journey of Shardea Ages 1:01:19
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1:01:19When you visit the Collective Wealth Partners website their vision is bold and purposeful, “ a wealth management firm dedicated to supporting the creation of wealth for Black and other resilient communities When you meet Shardea Ages she exudes those same qualities. She graduated from Florida A&M University and started her career in finance during the “Great Recession” of 2008. Financial services have few persons of color and few women. Finding a woman of color, business owner, and CFP is almost unheard of. After years of assimilating at big banks and insurance companies, Shardea discovered that her expertise was needed by someone who looked and sounded just like her. Her determination was necessary from the beginning. Her path was long and winding. Others would have given up but this Detroit native persevered. In the end and along with two partners (also women of color), she founded her firm in 2021. Now residing in Atlanta, Georgia her firm assists African American families with wealth management, insurance needs, retirement planning, and more. We learned that being true to your authentic self is so important in finding success, fulfillment, and joy in your career. Join us as we follow the journey of Shardea Ages, CFP on Journey: The Financial Advisor Experience. Please tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott, CIMA®, Grier Rubeling & ED Dudley to hear and learn from our wonderful special guest, Shardea Ages. #thejourney #thefinancialadvisorexperience #garlandscott #grierrubeling#eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion…
Alexandra Stewart is a younger advisor wise beyond her years. In less than 10 years this Harford County native graduated from Towson University with a finance degree, completed an internship, joined a registered investment advisor (Buttonwood Financial Advisors), become an advisor, passed the CFP exam, and now is the acting president of the Financial Planning Association of Maryland. She’s unafraid of failure and because of that, she’s been a huge success for her. She knows that there are few female advisors in the industry and fewer Certified Financial Planners. That’s not slowing her down. She is smart, thoughtful, insightful, and represents the future of financial services. Thank goodness! Please tune in to Journey: The Financial Advisor Experience with your hosts Garland Scott, CIMA® , Grier Rubeling & ED Dudley to hear and learn from our wonderful special guest, Alexandra Stewart Follow us on all major streaming platforms or on YouTube here: https://youtu.be/q2iWPXN5klg #thejourney #thefinancialadvisorexperience #garlandscott #grierrubeling#eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion…
1 S1E4 The Journey of Brooklyn Brock 1:02:08
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1:02:08An advisor for advisors. Sounds unusual and redundant, but this third-generation financial advisor seems to have this market cornered. Brooklyn Brock has cornered many things. She holds several industry certifications including her CFP, CKA and ChFC, makes guest appearances on many social media platforms, offers her time to speak at symposiums, and authors a sensational blog. She founded Ellevate Advisors, with the understanding that sometimes financial advisors don’t take time to plan for themselves. On top of financial planning, Brooklyn is an exit coach helping advisors transfer ownership (of their practices), acquire new practices, and continuity planning. She’s part of a paradigm shift that’s more thoughtful, caring, and inclusive. Met with resistance, she is trailblazing a new way of servicing her clients. Need help with a retirement speech, call Brooklyn. Have you considered selling your home to travel abroad? She has! Please tune in to Journey: The Financial Advisor Experience with our wonderful special guest, Brooklyn Brock. Follow us on all major streaming platforms or on YouTube here: https://youtu.be/8myHVF6qdF4 #thejourney #thefinancialadvisorexperience #garlandscott #eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion…
1 S1 E3 The Journey of Grier Rubeling 1:00:43
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1:00:43A few months ago, Grier Rubeling posted on LinkedIn a message that voiced her frustration over the persistent negative stigmas that working women continue to endure. It was jarring, raw, and so true. She talked about gaps in gender expectations, responsibilities, dress, and pay, but the overarching issue was attitude. Male attitudes toward women. From passive-aggressive behaviors to downright disrespectful comments, she seemed flabbergasted that in 2022 the financial services industry had not been involved. This industry, so full of men, still hadn’t figured out how to foster and include women. On our podcast Journey: The Financial Advisor Experience you’ll hear her determination to change the stigma of women and the behavior of men. She’s not holding back but let me digress. I met Grier Rubeling during the financial crisis of 2008. She was new to the financial services industry. She worked as a client service associate in Baltimore for first Smith Barney and then UBS. She would eventually find her expertise in helping financial advisors transition assets from one firm to another. That sentence seems simple, but this operation is enormous and very detailed. Mistakes during this transition can lead to compliance and legal headaches for both the advisor and the firm involved. Grier became the Baltimore UBS branch transition consultant but had a larger goal. Following her entrepreneurial spirit, she founded Advisor Transition Services in 2018. Now she is a leader, mentor, business owner, mother of two, wife and so much more. I’ll let Grier speak for herself. Please join Journey: The Financial Advisor Experience/ The Grier Rubeling Story. #thejourney #thefinancialadvisorexperience #garlandscott #eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion…
Jean Archary of Money Messages is a mother, author, teacher, and master motivator. She’s created an enterprise in helping others find peace of mind and comfort around a sometimes-intimidating topic: Money. Using her Education in child psychology along with her personal experiences, Jean is now a Certified Financial Planner and a Certified Workplace Coach in South Africa. A teacher of financial literacy, she is vital in helping her clients manage the emotions associated with personal finance. She even wrote a book about it. Mrs. Spiggles, a flying piggy bank, was authored to share important money messages with children, regardless of their financial upbringing and background. She hopes the book will “equip our children with the habits, skills, and knowledge required to better manage their finances…” Join Garland & ED to hear the Journey of Jean Archary. You can watch via YouTube here: https://youtu.be/LgBf1Wf5aVc #thejourney #thefinancialadvisorexperience #garlandscott #eddudley #financialadvisors #stockmarket #stories #storytelling #IamtheBRIChampion…
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