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Hosted by Thomas Manetta · EN-US · 22 episodes
Established thought leaders with verified media credentials.
Choosing a financial advisor can be a daunting task, especially if you are not sure of the right questions to ask. The purpose of this podcast is to help you understand which questions are important to ask, why they are important and how the answers to these questions can help you find the right advisor who is interested in only one thing: protecting and defending you without any conflicts of interest.
Thomas Manetta hosts Behind the Curtain Finance, a business show with 22 episodes published.
AI gets talked about everywhere these days, but what does it actually look like when it becomes a practical tool for financial planning? In this episode, Thomas Manetta welcomes Fernando San Martin, Senior Product Manage
Holistic advice is becoming more common, but many clients still experience a gap between planning and actual implementation. What happens when advisors can support not only investments, but also cash, lending, annuities,
Staying efficient while maintaining strong client relationships is becoming more challenging for advisors. How can technology reduce workload without losing the human connection that clients value most? documenting clien
What happens when AI begins reshaping the financial advice industry faster than most advisors expect? In this episode, Thomas Manetta sits down with Alex Chalekian, Founder and CEO of Lake Avenue Financial, to unpack a t
What happens when a long-standing client relationship ends, and instead of devastation, you feel relief? In this episode, Thomas Manetta opens up about losing one of his largest and longest-standing clients after more th
Marketing tools promise efficiency, but do they deliver authenticity? Can technology replace the human connection that builds trust in financial advisory relationships? In this episode, Thomas Manetta sits down with Joe
Most advisors do not lose prospects because of advice quality; they lose them because the process feels slow, confusing, or outdated before trust ever has a chance to form. In this episode, Thomas Manetta sits down with
This episode takes you inside the real shift that changed Thomas’s entire career. After years inside legacy firms that prioritized sales over service, Thomas talks openly about what happened when he moved to Altruist and
What if your next great client came from authentic connection, not acquisition? In this episode, Thomas Manetta sits down with Eden Ovadia, CEO and Co-Founder of FINNY, a groundbreaking organic growth engine helping inde
Advisors frequently face the challenge of striking a balance between growth, independence, and client care. How do you use technology to scale without losing your personal touch? How do you create a path for future gener
What happens when the infrastructure of financial services finally catches up to the modern world of cloud, APIs, and AI? In this episode of Behind the Curtain Finance , host Thomas Manetta sits down with Jason Wenk, fou
What if the very institutions holding your money were competing against you? In this episode of Behind the Curtain Finance , Thomas Manetta pulls back the curtain on the hidden conflicts of traditional Wall Street custod
When you think of estate planning, do visions of stuffy legal offices and endless paperwork come to mind? It’s time to change that. In this episode, Thomas Manetta is here to change that perception. Drawing from years of
What if taxes didn’t have to be so stressful? This week, Thomas Manetta shares how real-time tax planning and new tech tools are transforming the advisor-client relationship. He also opens up about his own education jour
Trust and alignment form the bedrock of effective financial planning, but how do you build these foundations with clients? In this episode, Thomas Manetta shares his journey from traditional financial advisory roles to f
AI may reshape financial services—but it will never replace empathy. This week, Thomas J. Manetta shares how owning his firm redefined his identity, strengthened client bonds, and sparked a deeper purpose. With automatio
What does it mean to truly put clients first in the world of finance? Thomas J. Manetta at Manetta Wealth Management shares a compelling story of steadfast commitment and authenticity in serving clients. This episode div
What happens when life unexpectedly hands you the responsibility of managing finances for the first time? Delve into an emotional story of trust, transformation, and resilience as Thomas Manetta shares a heartfelt accoun
What truly makes a financial advisor irreplaceable during life’s toughest times? In this heart-touching episode of “Behind the Curtain Finance,” host Thomas Manetta shares the emotional journey of helpi
How do you know that you’re truly working for your clients and not just for a paycheck? Join Thomas Manetta of Manetta Wealth Management as he takes you behind the scenes of financial advising without the smoke and
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Behind the Curtain Finance is hosted by Thomas Manetta. The show is categorised under business and has published 22 episodes.
Behind the Curtain Finance has published 22 episodes.
Behind the Curtain Finance regularly covers business. It sits in the business category.
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Behind the Curtain Finance hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Behind the Curtain Finance average 26 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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