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    financial trends

    Explore " financial trends" with insightful episodes like "Navigating the Financial Future: Bitcoin, ETFs, and the SEC's Game w/ Joe Consorti", "Agent Outlook for the Week of July 24, 2022", "Trends in Financial Planning Revenue with Jeff Hoenle", "Expand Your Economic Imagination" and "Neil Stevens with Oconee State Bank and Larry Campbell with Corners Outreach" from podcasts like ""The Mark Moss Show", "Livian Podcast", "Optimized Advisor Podcast", "Design Mind frogcast" and "CEO Exclusive Radio"" and more!

    Episodes (5)

    Navigating the Financial Future: Bitcoin, ETFs, and the SEC's Game w/ Joe Consorti

    Navigating the Financial Future: Bitcoin, ETFs, and the SEC's Game w/ Joe Consorti

    n this enlightening episode of the Mark Moss Show, we dive deep into the decentralized revolution and how the financial world is evolving. Mark sits down with a fan-favorite guest, Joe Consorti, as they decode the recent landmark decision on Grayscale's GBTC transitioning to an ETF. The duo discusses the SEC's resistance, the potential influence of shadow entities, and the looming macroeconomic impacts on Bitcoin's trajectory. If you're keen to understand the future landscape of finance and the intricacies of the recent SEC rulings, this episode is a must-listen!

    See omnystudio.com/listener for privacy information.

    Trends in Financial Planning Revenue with Jeff Hoenle

    Trends in Financial Planning Revenue with Jeff Hoenle

    Scott welcomed back Jeff Hoenle in studio for a discussion on financial industry trends, revenue models, broker dealers and more. Jeff epitomizes what it means to be a Wealth Manager. He is Co-Founder and CEO of Platinum Wealth Management Group and lead educator of APEG (Advanced Planning Education Group). His industry expertise and advice are highlighted throughout this episode, get ready to take notes!

    Listen to Jeff’s previous episodes here:
    Ep. 034: Learn From An Optimized Advisor: Jeff Hoenle, CFP®, CRPC®, AEP®
    Ep. 040: What is Advanced Planning Educational Group (APEG) and their Why?
    Ep. 041: The Five Pillars of Financial Planning with APEG
    Ep. 042: Proper Estate Planning For The Family Vacation Home with APEG 

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    For more on APEG click here

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    This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@mailpcwest.com

    **

    This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at optimizedadvisor@pcninsurance.com

     

    Expand Your Economic Imagination

    Expand Your Economic Imagination

    How active is your economic imagination? Can you envision a world that rejects the notion of individual ownership? One that uses different currencies altogether? How about bespoke financial institutions designed to strategically support certain communities? frog Senior Strategist Megan Nesbeth stops by to talk about how expanding your economic imagination can lead to better products, stronger communities and, most importantly, a more meaningful way of thinking about what human beings are able to give to one another in the world.

    Brought to you by frog, a design and strategy consultancy. frog is part of Capgemini Invent. (https://www.frog.co)

    Find episode transcripts and relevant info (https://bit.ly/3kedVDq)

    Download Convergent Transformation by Design Director Ian Lee (https://fro.gd/37jAr5G)

    Audio Production: Richard Canham (https://www.richardcanham.com/)

    Neil Stevens with Oconee State Bank and Larry Campbell with Corners Outreach

    Neil Stevens with Oconee State Bank and Larry Campbell with Corners Outreach
    On this CEO Exclusive, we talk with Neil Stevens with Oconee State Bank and his long time client Larry Campbell with Corners Outreach on what’s happening in banking right now and trends in the financial market. Neil Stevens is the new President and CEO of Oconee State Bank. He has 28 years of broad based […] The post Neil Stevens with Oconee State Bank and Larry Campbell with Corners Outreach appeared first on Business RadioX ®.
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