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Hosted by Brodrick Lothringer · 🇺🇸 US · EN-US · 59 episodes
Established thought leaders with verified media credentials.
Welcome to The Fintape, a show where we highlight some of the biggest hits in Finance. Each episode, our host Brodrick Lothringer brings in thought leaders to share their insights on best practices for leveraging technology, boosting financial literacy, adopting new marketing strategies, and implementing disruptive practices within financial services. So, grab your headphones, it's time to rock out to The Fintape.
Brodrick Lothringer hosts The Fintape, a business show with 59 episodes published.
What if the real risk in adopting AI isn't the technology itself, but forgetting whose voice is supposed to be behind it? Brodrick Lothringer sat down with Eric Franklin, managing principal of a wealth management firm bu
Have you ever been to a wealth management conference that felt more like a marathon than a meeting? Brodrick Lothringer and Dr. Craig Lemoine sat down to talk about what really makes a great industry event, from the sess
Shannon Spotswood has a story that doesn’t fit in a straight line—and that’s exactly what makes it good. From hedge funds and IPOs to launching a kids’ clothing brand out of her garage, and now leading RFG Advisory, she’
Suzanne Siracuse has seen this industry in every shade; back when “advice” was a stock tip over lunch, through the print-to-digital chaos, and into today’s AI-everywhere landscape. She didn’t just watch it happen. She he
What separates a “lifestyle practice” from a true growth enterprise? According to Jim Dickson, founder of Elevation Point, it’s fire in the belly, not just lip service to growth. In this episode, Brodrick digs into what
What if marketing isn’t just about getting leads, but about truly educating and connecting with people? In this episode, Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors, explains why thought leadership
In this episode, Brodrick talks with Mark Newfield, CFP(R) RICP(R), of Journey Strategic Wealth about why authenticity is the ultimate business development strategy. Mark’s story defies the odds: from auto mechanic, to A
Brodrick and Eric sat down with Jim Gold, co-founder of Steward Partners, to talk about the one thing every advisor knows they should deal with… but most kick down the road anyway: succession. Advisors used to be hunters
In this episode of The Fintape, Brodrick and Eric talk with Michael Kitces about a surprising challenge—the moment when growth becomes the problem. Kitces explains why what most firms call a “talent gap” is really a “tra
In this episode of The Fintape, Brodrick sits down with JC Abusaid, CEO and President of Halbert Hargrove, to unpack how a $3.5 billion wealth management firm has built a century-long legacy on trust, transparency, and c
In this episode of The Fintape, Brodrick and Eric sit down with Jud Mackrill, co-founder and CEO of Milemarker, to explore how wealth management firms can harness their data to scale smarter, serve better, and outpace th
In this episode of The Fintape, Brodrick talks with Dr. Jordan Hutchison, Vice President of Technology and Operations at RFG Advisory, about how advisors can grow faster by focusing on a niche, building stronger client r
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
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: c
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 bre
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 CRM
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 Capi
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, too
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 li
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 do
Shannon Spotswood
CEO · RFG Advisory Corporate
1 appearance on this show
Jim Dickson
Senior Consultant and Executive Coach · Sanctuary Wealth
1 appearance on this show
Michael Kitces
1 appearance on this show
Rev. John Connell
Co-founder and CEO · Focal
1 appearance on this show
Arnulf Hsu
CEO · GReminders
1 appearance on this show
Dale Brown
former Coach · Detroit Urban Survival Training (D.U.S.T.)
1 appearance on this show
Matt Seitz
Prosperity Capital Advisors
1 appearance on this show
Mark Newfield
Journey Strategic Wealth
1 appearance on this show
Jim Gold
Steward Partners
1 appearance on this show
JC Abusaid
Halbert Hargrove
1 appearance on this show
Jud Mackrill
Milemarker
1 appearance on this show
Dr. Jordan Hutchison
RFG Advisory
1 appearance on this show
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The Fintape is hosted by Brodrick Lothringer. The show is categorised under business and has published 59 episodes.
The Fintape has published 59 episodes.
The Fintape regularly covers business. It sits in the business category.
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Episodes of The Fintape average 28 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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