The Fintape

In this episode of The Fintape, Brodrick sits down with Kelly Gallimore, ChFC®, CES®, a former bank teller turned advisory firm co-founder and now Culture Officer at Merit Financial Advisors.

Kelly’s journey is anything but linear—and that’s what makes it so valuable. From stepping away to raise a family, to re-entering the workforce, to launching a firm built on deep relationships and client trust, her story shows what’s possible when you lead with values.

In this conversation:

- Why your real differentiator isn’t your AUM—it’s your authenticity

In this episode of The Fintape, we get real about what it takes to grow—and why most advisory firms get stuck. Brodrick and Jamie are joined by Zach Conway and Kelsey McKenna of Seeds Investor to unpack the hard truth: clients don’t stay for performance, they stay for service.

If you’re pitching portfolios like a product shelf, while claiming to deliver “personalized planning,” you’re missing the mark. Zach and Kelsey break down:

- Why investment management isn’t, but should be, client-centric

- The startup mindset that keeps you focused when e...

The world of alternative investments is opening up like never before, but with new opportunities come big questions. Should your clients invest in farmland? Crypto? Opportunity Zones?

Dr. Craig Lemoine & Ailie Elmore break it down:

- What a liquidity premium really means

- How AI & automation are reshaping wealth management

- The tax advantages of investing in Opportunity Zones

- Why farmland could be a hedge against inflation 

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In this episode recorded live from Miami, Brodrick and special co-host Jamie Hopkins are joined by John Connell, Co-founder and CEO of Focal, who shares how AI agents are doing more than ever: filling forms, updating CRMs, and giving advisors back up to 15 hours a week.

John says this isn’t about replacing humans. It’s about freeing advisors up to focus on what matters most—their clients.

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In this episode, Brodrick and special co-host Jamie Hopkins explore what’s really holding financial advisors back—with insight from Brandon McFadden, CWS®, AIF®, MBA , Wealth Director and Vice President at Bryn Mawr Capital Management.

While industry events often focus on better prospecting or marketing tactics, Brandon points to something more foundational: most advisors simply don’t ask for what they need. From clear communication with clients to directly requesting referrals, success often comes down to asking confidently and specifically.

We talk about why communication is the make-or-break skill in financial advising, how to build trust fa...

In this episode, we take a look at how artificial intelligence is changing the day-to-day work of financial advisors with Arnulf Hsu, CEO of GReminders. From scheduling meetings to preparing for client conversations, tools like GReminders aim to simplify time-consuming tasks and help advisors stay focused on client service and business growth. But is there a downside to AI assistants?

We discuss how these tools work, what they offer, and what they might mean for the future of client service in wealth management. 

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Vickie Lewin has seen it all—paper files, dial-up, and now AI. With 35 years in finance, she shares how advisors can upgrade tech without getting overwhelmed. Start small, stay consistent, and focus on tools that make life easier for you and your clients. Plus, why AI is like the internet all over again—and why women absolutely belong in this business.

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Regulations are shaking up financial advice, and Dale Brown isn’t holding back. As CEO of Financial Services Institute, he’s fighting to keep advice accessible for everyday Americans.

In this conversation, Dale breaks down how new rules could disrupt independent advisors, why trust in finance needs rebuilding, and what the future holds for the industry. If you care about financial freedom, this one’s for you!

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AI is everywhere, but are you actually ready for it? Devon Drew, Founder & CEO of AssetLink, explains what it takes for advisors and firms to leverage AI effectively. 

Devon breaks down why the future of AI starts with data unification, not algorithms. He shares how most firms are nowhere near ready for true AI adoption and what that means for staying competitive.

You will hear:

Join us as we chat with Johnny Sandquist as they get real about what’s working—and what’s not—in content marketing today. 

From why most “thought leadership” misses the mark to the debate over AI’s role in content creation, we break down why good marketing is like an index fund (hint: consistency wins). 

We also tackle building community vs. chasing followers, the rise of AI avatars, and how content consumption is already shifting thanks to TikTok and AI search. If you’re serious about creating content that actually connects, this one’s packed with insights...

Storytelling shapes the way we connect with our audiences through marketing. With insights from Matt Ackermann, we explore how authentic storytelling builds community and engages viewers.

Key Takeaways:

- The importance of storytelling in marketing

- The role of authenticity in brand connection

- The evolution of content creation in the podcasting era

- Techniques for effective storytelling

- Balancing technology and personal touch

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On this episode, we discuss the power of community at The MarketCounsel Summit, where finance professionals connect organically and share insights. This conversation touches on the evolution of financial advice and how technology can augment human-centered approaches.

Key Takeaways: 

• Why The MarketCounsel Summit is unique in the finance industry

• Networking as a valuable tool for growth and development

• The significant shift towards personalized financial advice

• How technology and AI are reshaping the advisory landscape

• Strategies for advisors to enhance their marketing and client engagement

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On this episode we’re joined by Kay Lynn Mayhue, President of Merit Financial Advisors, who shares how continuous improvement (kaizen) drives success. In just four years, Merit completed 29 M&A deals while simultaneously achieving organic growth and talent retention.

Beyond finance, Merit builds a people-first culture, inspired by Southwest Airlines and Chick-fil-A, to enrich both clients and employees. Kay Lynn also dives into project management, digital marketing, and leadership strategies shaping the future of financial advising.

Don’t miss this inside look at Merit's culture!

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What goes into making a worldwide Top 100 podcast? This episode we’re joined by Michael Batnick, Managing Partner at Ritholtz Wealth Management, to break down the key elements of a successful podcast in the financial space. 

Key Takeaways: 

• Michael’s origin story and the evolution of his podcast

• The importance of authenticity and relatability in connecting with listeners

• Audience feedback and pivoting

• The role of hard work, consistency, and passion in achieving success

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As the wealth transfer grows, the need for financial advisors to connect meaningfully with younger generations is more important than ever. Our guest Laura Garfield discusses how storytelling and effective video marketing can build engagement, trust, and a lasting impact in financial services.

Key Takeaways:

• The concept of ‘What’s in it for me’ in client storytelling

• Importance of authentic storytelling over self-promotional content

• Performance coaching for advisors to improve on-camera presence

• Engaging millennials and Gen Z through tailored approaches

• Adapting content to the rapidly changing digital landscape

...

Manifest brings cutting-edge change to the 401(k) transfer process, empowering individuals to manage their retirement savings easily. Anuraag Tripathi shares insights on technological innovations, user experience, and the importance of support in achieving financial wellness.

Key takeaways: 

• Manifest's unique plan-to-plan transfer tool for 401(k) accounts

• Enhancing user experience in the transfer process

• Relevance of 401(k) vs. IRA transfers and their benefits

• How Manifest leverages technology and AI to improve services

• Building confidence through strong user support and communication

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In this episode, we explore the critical intersection of healthcare costs and financial security in the workplace. Pat Moore and Jeff Cullen join Brodrick at the Wealth@Wor(k) conference to explain how employer decisions around health benefits can significantly impact employees' financial health, pushing for more informed choices and transparent systems.

We get into: 

• The urgent need for better, optimized health plans for employee retention

• Exploring how healthcare decisions can undermine financial independence

• Employer challenges in navigating healthcare and retirement decisions

• Fiduciary responsibilities introduced by recent legislation

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In this episode, we’re talking with Sid Pailla, CEO of Sunny Day Fund. In addition to a lot of sports references and analogies, Sid and Brodrick discuss:

• The importance of emergency savings for financial stability

• Setting realistic and achievable emergency savings goals

• The average costs of financial emergencies

• The psychological aspects of financial preparedness

• The intersection of insurance and savings

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Can AI replace your financial advisor? Dr. Colin Slabach, clinical assistant professor at NYU, explains how this is a possibility while sharing his journey from Illinois to NYU. 

One thing’s for sure, AI couldn’t have generated this conversation. Brodrick and Colin run the gamut of topics, including the unique investment mentality of pro athletes, and Colin’s passion for behavioral finance and retirement planning. We also tackle the pandemic's impact on risky investment habits and financial “literacy” in the digital age. 

Colin highlights how public speaking, emotional intelligence, and adaptability are key skills for advisors...

In this episode, Brian Hamburger joins us from the MarketCounsel Summit to talk about:

Don’t miss this conversation about fostering trust and innovation in wealth management.

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How can financial advisors stay human in a tech-driven world? At the Wealth Management Edge conference, Tom Rieman helps us explore how decision science helps advisors build trust, stand out, and grow. Brodrick shares what clients really want—honesty, connection, and guidance. 

We also dig into how data is transforming financial services, from improving accountability to avoiding over-reliance. With real-world analogies and practical tips, this episode is packed with ideas to help advisors focus on what matters most—their clients.

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What do hockey and wealth management have in common? More than you think. Dive into this episode to discover how lessons from sports shaped a financial career, the surprising impact of "service creep," and practical strategies for building strong client relationships and sustainable growth.

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In this episode, Sibyl Slade, founder of IntegriVest Wealth Advisors LLC, shares her journey from the Federal Reserve to leading in wealth management. From the Wealth Management EDGE conference, she talks about using networking to promote diversity in finance and ensure financial services reach every community. Sibyl also opens up about entrepreneurship, overcoming imposter syndrome, and staying grounded through faith, resilience, and personal growth.

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In this episode, Kristy Puckett, National Director of Business Development at RFG Advisory, shares how focusing on genuine relationships in finance can create new opportunities. She talks about the power of community, sincere compliments, and why connections matter more than technical skills. Kristy also opens up about the challenges of podcasting and how to let guests shine in conversations. Tune in for insights on staying authentic and embracing individuality in both life and work.

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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-Davidson, can build real human connections. Plus, we dive into the role of music, trust, and teamwork in building a successful career. Don’t miss this conversation!

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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.

Tune in for valuable tips on becoming a better listener and keeping conversations genuine, whether you’re hosting a podcast or appearing as a guest. Plus, enjoy fun anecdotes like a peanut butter and jelly mishap that shows how staying relaxed can lead to engagi...

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 face in finance and the need to bridge generational gaps. She believes being authentic, using podcasts and videos, helps create real connections. Vulnerability can lead to success. 

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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 leave the industry better for future generations. Plus, she shares insights from her podcasting journey, blending personal finance with fun through "Margaritas with Marguerita" and the business-focused "Money Minute." Tune in for a fun mix of professional insights and personal stories!

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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 balancing solo episodes and interviews with athletes, mental health experts, and entrepreneurs, while managing time to keep content fresh. He shares insights on how podcasting can enhance your financial planning business and deliver unexpected rewards.

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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 supporting meaningful causes to creating a positive work environment, Bob’s insights show how generosity can lead to both personal and professional success.

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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 advice and motivating stories for success in business.

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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 love for the Kansas City Chiefs and a funny encounter with the Miami Dolphins coach. This episode highlights the importance of being authentic in finance and creative ways to connect with clients, like cooking together or even singing karaoke.

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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.

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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 delicate balance between embracing technological advancements and preserving authentic human connections in financial planning. Jaci shares her insights on the passion driving financial advising, focusing on providing stability and education to clients.

The episode wraps up on a light-hearted note with a nostalgic discussion about the Rock...

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 stress, especially among women, and how the industry can shift from pushing products to creating personalized solutions. She discusses data ownership and trust-building, emphasizing the need for high-quality data from clients.

Discover the concept of self-sovereign identity and its impact on financial health. Marla explains how...

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 and understand their individual needs and goals.

This episode uncovers Cameo’s personal journey in the financial services industry, overcoming significant challenges as a Black woman in a predominantly white male space. After pivoting to operations and entrepreneurship to launch her own successful business, Cameo discus...

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 and tailored payment plans.

This episode uncovers the challenges faced by borrowers, the impact of student loan debt on families, and the importance of finding sustainable solutions. Laine and Wendy share heartfelt borrower stories and discuss how Yrefy’s mission aligns with the needs of bot...

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 securing top-notch employees, the importance of client relationships, and why knowing what you're willing to lose money over is crucial for success. Kendra also talks about the power of niching down, creating sustainable marketing plans, and why authenticity is key in every aspect of bus...

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 often surround financial discussions. Ed explains his unique approach as a therapy-informed financial planner and shares stories of helping clients navigate the complex relationship between mental health and money.

Tune in to hear Ed’s valuable insights and st...

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 passions, leveraging her background in yoga to emphasize the importance of internal reflection. She offers invaluable insights into how understanding our mindset and beliefs about money can lead to better financial decisions and a more balanced life.

This episode also uncovers the inspiring...