最佳First Trust Portfolios播客 (2024)

1
How to Use Emotions as Information - Dr. Jennifer Dragonette 29:39

3d ago29:39

29:39

Every day, we are surrounded by our emotions. But how can we use our emotions as information rather than be bullied by them? Our resident therapist expert, Dr. Jennifer Dragonette, joins us once again to discuss the concept of emotions as information and explore how our feelings significantly impact our financial decisions, careers, and overall lif…

1
Enhancing Convenience: On Improving The Customer Journey From Day One 37:54

17h ago37:54

37:54

Megan Wang and Lisa Woodley on transforming the customer experience with data science and AI This week Clinton is joined by Megan Wang and Lisa Woodley from NTT DATA to discuss how to improve the customer experience in the digital age. From the impact of digitalization on service delivery, to the role of AI in enhancing customer interactions, to th…

1
Saira Rahman of Fundrise - The World of Alternatives and Why They’re Even More Important Now 28:04

5d ago28:04

28:04

Today, Rusty and Robyn are joined by Saira Rahman, Vice President of New Investor Initiatives at Fundrise. Saira is a board advisor and speaker with 17 years of experience in strategy, payments, modeling and forecasting, financial reporting and interest rates. She believes in effective leadership through cross-functional collaboration, clear commun…

1
Why Politics Should Stay Out of Your Portfolio 12:06

10d ago12:06

12:06

If you haven't heard, a presidential election is happening this year. This often leads to a topic of conversation or a series of questions about what will happen to the stock market, depending on who wins. In this episode, I dive into why politics should stay out of your portfolio. Why time invested in the market is better than trying to time the m…

1
Accelerating the Speed of Trust through Authorship with Paul McManus 28:54

12d ago28:54

28:54

On this episode of The Active Advisor podcast, host Bryan Moore chats with Paul McManus, co-founder and CEO of More Clients More Fun. Join them as they discuss: Writing a book in 6 weeks or less Busting common myths about becoming an author Why authorship is the new college degree How to market your practice through your book Paul G. McManus is a b…

1
Michael Patchen of Colleva - Artificial Intelligence and An Exciting Way that AI is Helping Develop Better Advisors, Leaders and Employees 45:27

13d ago45:27

45:27

Today, Rusty and Robyn are joined by Michael Patchen, Co-Founder and CEO at Colleva. Key Takeaways Mike’s professional background and how he got where he is today. What inspired the founding of Colleva? What are the challenges that Mike is seeing in the RIA space and how is Colleva helping address these? Also, how does he envision it transforming t…

1
Orchestrating Citizen Experience: With Colorado’s William Chumley 38:23

1d ago38:23

38:23

William Chumley on prioritizing customer experience at the state level There’s no wrong door to get to government. Every citizen should have an avenue to access government services in some form or another, be it digital or in person. This week Clinton sits down with William Chumley, the Chief Customer Officer for the Governor's Office of Informatio…

1
Ep 31 | Bill Housey | Why Have Longer-Term Interest Rates Increased Since the Fed Began Cutting Rates? | ROI Podcast 27:19

13d ago27:19

27:19

Bill Housey discusses recent dynamics in the bond market, including why longer-term interest rates have increased since the Fed began cutting rates, where we are in the economic cycle, and implications for fixed income investors. ----------------------------------------------------------------------------------------------------------------- Websit…

1
The Hidden Dangers of Seed Oils for Brain Health - Dr. Teryn Clarke 32:01

17d ago32:01

32:01

Dr. Teryn Clarke is back with us to delve into a topic affecting our health in surprising ways: seed oils. Have you ever wondered about the hidden impacts of common cooking oils on your brain and overall well-being? Dr. Clarke explains what seed oils are, where they come from, and how they contribute to inflammation—a key factor in diseases like Al…

1
The Irresistible Guide to Winning Clients by David A Fields 1:13

19d ago1:13

1:13

This masterpiece by David Fields is a tremendous resource for solopreneurs and entrepreneurs who initiate consulting and fractional CXO firms. David outlines how to position and grow consulting practices efficiently and create lasting relationships with clients. He begins with his term: “right side up thinking” meaning always bit the customer and t…

1
Mastering Modern Marketing: Aligning Strategies, Overcoming Challenges, and Embracing AI 43:06

19d ago43:06

43:06

In this milestone 100th episode, host Dean Waye engages with seasoned marketing leaders Alan Gonsenhauser, CEO of Demand Revenue and Evan James, CEO of Dream Writer.AI. The conversation delves into the core challenges of modern marketing, from aligning sales and marketing teams to the intricacies of prospecting, content marketing, and product-led g…

1
Customer-led Growth Discussion with Hamer Marketing and Demand Revenue, LLC 43:23

19d ago43:23

43:23

Description: • Inflection points of emerging companies from problem-market fit, to product-market fit, to platform-market fit. • Retaining and growing existing customers to drive customer lifetime value. • Valuing the financial impact of your customer base with Earned Growth = Net Revenue Retention + New Logo business from customer advocates. • Cre…

1
Customer Experience, NPS 3.0, The Next CMO & Planful - Demand Revenue Podcast 34:50

19d ago34:50

34:50

In this podcast, Peter Mahoney, CEO of Plannuh interviews Alan Gonsenhauser of DemandRevenue.com to discuss the importance of creating and maintaining remarkable customer experiences, key metrics to track progress, and how to leverage NPS 3.0 to drive continuous improvement and long-term financial success. https://www.demandrevenue.com/podcasts/…

1
Ryan Issakainen of First Trust - Buffered ETFs, Artificial Intelligence and Much More 49:30

20d ago49:30

49:30

Today, Rusty and Robyn are joined by Ryan Issakainen, Senior Vice President, Exchange-Traded Fund Strategist at First Trust Advisors. Since joining First Trust in January of 2000, Mr. Issakainen has worked in various capacities with Unit Investment Trusts, Closed-Ended Funds, Structured Products, and Exchange-Traded Funds. As an ETF Strategist at F…

1
From the Archives: How Leaders Can Create a Healthy Team Environment 41:21

20d ago41:21

41:21

Brant Beard on how to lead teams towards success Encourage your team to be fearless and you can create a culture of collaboration. In this episode from the archives Brant Beard, Assistant Vice President of Application Services at Parallon, joins Launch by NTT DATA’s Clinton Bonner and Robbie Elliott to discuss fostering healthy team dynamics. They …

1
Jill Benedict – How to Master and Save Money on Family Vacations 51:44

24d ago51:44

51:44

I am often asked how families master planning for vacation from a financial and experience standpoint. Jill Benedict, a seasoned travel agent who runs a unique travel agency, emphasizes that vacations aren't just about booking trips—they are about creating memorable experiences that align with personal and financial goals. Jill shares her insights …

1
The Integrated Financial Advantage with Jason Archambault & Matthew Neyland 36:23

26d ago36:23

36:23

On this episode of The Active Advisor podcast, host Bryan Moore chats with Jason Archambault, CFP, CPA/PFS, and Matthew Neyland, CFA, CAIA, of SKWealth. Join them as they discuss: Leading with financial planning and goals Adding value for clients with direct CIO access Constructing all-weather portfolios using alternatives Calming client’s nerves b…

1
Overcoming Obstructionism: With Greg Larkin 41:24

27d ago41:24

41:24

Greg Larkin on how to have the hard conversations that catalyze new growth In every industry there are insiders and outsiders. Greg Larkin prides himself on being an outsider. Greg was the first person to publicly predict the 2008 subprime mortgage crisis and has since gone on to launch dozens of transformative products for Fortune 500 companies. T…

1
Yuri Khodjamirian of Tema ETFs - Strategic Active ETFs and Strategies to Watch 34:07

27d ago34:07

34:07

Today, Rusty and Robyn are joined by Yuri Khodjamirian, Chief Investment Officer of Tema ETFs. Yuri spent over a decade at Majedie Asset Management managing UK and Global portfolios. As co-manager of the Majedie UK Income Fund, he helped build the fund from start-up stage, raising several billion in assets. He later set up his own long-only fund an…

1
Grow CFO" the Relationship between the CFO and CMO 34:37

27d ago34:37

34:37

Exploring the Synergy between CFOs and CMOs | Grow CFO Show Join host Kevin Appleby and special guest Alan Gonsenhauser, Founder and CEO of DemandRevenue.com on the Grow CFO Show as they delve into the crucial relationship between Chief Financial Officers (CFOs) and Chief Marketing Officers (CMOs). https://www.demandrevenue.com/podcasts/…

1
Ep 30 | Dave McGarel |Broadening Markets and Factor Investing: Opportunities Amid Fed Rate Cuts | ROI Podcast 33:00

27d ago33:00

33:00

Dave McGarel provides insights on what sort of stocks are poised for long-term outperformance in light of Fed rate cuts, valuation gaps, and factor analysis. ----------------------------------------------------------------------------------------------------------------- Website: First Trust Portfolios Connect with us on LinkedIn: First Trust Linke…

1
Meet Alan Gonsenhauser: Aligning Teams for Explosive Growth 39:22

29d ago39:22

39:22

In this episode of “Go Fast, Grow Fast,” join us as Shawn sits down with Alan Gonsenhauser, the Founder and CEO of Demand Revenue, LLC, for a discussion on driving revenue growth, navigating the challenges of scaling businesses, and mastering the art of marketing leadership. https://www.demandrevenue.com/podcasts/…

1
Marketing Shifts and Strategies for 2025: Insights from Experts on AI, Budgeting, and Clients 25:59

30d ago25:59

25:59

In this episode, marketing experts Alan Gonsenhauser from Demand Revenue and Doug Hunter from Peak Point Solutions discuss the biggest shifts in marketing strategies as we move into 2025. With the rapid advancement of AI and changing economic conditions, companies need to be more deliberate about their marketing approaches. https://www.demandrevenu…

1
Unlocking Your Personal Power: Embrace Your Control 9:21

1M ago9:21

9:21

You have more power and control than you realize, has become a powerful theme emerging from my recent planning sessions with families. In this episode, we'll explore how taking control of your emotional and financial well-being can profoundly impact your life. Drawing insights from my own experiences and the wisdom of expert guests like neurologist…

1
Customer Experience NPS 3 0 The Next CMO & Planful Demand Revenue Podcast 34:50

1M ago34:50

34:50

In this episode, we speak to Alan Gonsenhauser, the Principal and Founder of Demand Revenue about all things customer experience. Alan is an experienced CMO and general manager, and more recently as a CMO Executive Advisor and Analyst at Forrester and SiriusDecisions. He now offers Interim / Fractional Marketing Leadership, CMO Executive Advisory a…

1
The Future is Photonics: On Tech and Sustainability 33:43

1M ago33:43

33:43

Can large companies contribute to society, be sustainable, and be profitable? Vito Mabrucco thinks so. This week on Catalyst, Clinton is joined by Vito Mabrucco, NTT Corporation's Global Chief Marketing Office, to discuss how NTT balances ethics, collaboration, innovation and sustainability. Vito shares some of NTT's current innovations and delves …

1
The Brinker Due Diligence Team - Due Diligence and How to Do it Right 43:56

1M ago43:56

43:56

Today, Rusty and Robyn are joined by John Hoffman, Ryan Alderman, Jimmy Dooling, Greg King and Chris Hart from Brinker’s Due Diligence team. Key Takeaways [04:10] - The professional background of each of our guests today and what led them to Brinker. [09:06] - If they had to do due diligence on a due diligence team, what would they look for in that…

1
0:00 / 0:56 The Trusted Advisor by David Maister 0:53

1M ago0:53

0:53

The Trusted Advisor my David Maister is an excellent read about becoming a trusted advisor with your clients. To me, there's nothing more important than our personal reputations and building real trust with clients who know you always look out for their best interests. This book outlines the process of building and maintaining trust which is really…

1
Fractional CMO -- First 90 Days interviews Alan Gonsenhauser & Baron Belalov 27:52

1M ago27:52

27:52

This season we’re gonna talk through scenarios that companies and these CMOs experience. To share lessons learned, and tips on how to get the most out of a fractional CMO you hired. 1. So you just started a hypothetical 1-year engagement, What’s the first problem most of your clients need to start fixing. And also please tell the audience a little …

1
Ep 29 | Bob Carey | Risks and Opportunities for Stocks When Interest Rates Decline | ROI Podcast 43:26

1M ago43:26

43:26

Ryan talks with Bob Carey about the implications of a falling interest rate environment for equity markets. ----------------------------------------------------------------------------------------------------------------- Website: First Trust Portfolios Connect with us on LinkedIn: First Trust LinkedIn Follow us on X: First Trust on X Subscribe to …

1
Dr. Jennifer Dragonette – Understanding the Role of Money Conversations in Relationships 34:08

1M ago34:08

34:08

How do you have money conversations with your spouse or partner? And just as important, what are you trying to achieve by having them? Today, we're diving deep into the intricate dance of relationships, communication, and money with our resident therapist, Dr. Jennifer Dragonette. We explore the importance of understanding each other's upbringing a…

1
Leading with a Client-First Mentality – End of Story, with Brett Danko, CFP®, and Ted Durkin 48:13

1M ago48:13

48:13

On this episode of The Active Advisor podcast, host Bryan Moore chats with Brett Danko, CFP®, and Ted Durkin, Main Street Financial Solutions. Join them as they discuss: Growing the business with great people and a client-first mentality The little things that make a big difference for advisors Fee-only financial planning and investment advisory se…

1
Jerry Parker of Chesapeake Capital - The Most Successful Turtle Trader: Lessons From a Career of Systematic Investing 1:06:31

1M ago1:06:31

1:06:31

Today, Rusty and Robyn are joined by Jerry Parker, CEO of Chesapeake Capital. Mr. Parker is the Chairman and Chief Executive Officer of Chesapeake and Chesapeake Holding Company. Mr. Parker received a Bachelor of Science degree in Commerce, with an emphasis in Accounting, from the University of Virginia in 1980. Mr. Parker started his trading caree…

1
Project to Product: With Dr. Mik Kersten 36:56

1M ago36:56

36:56

Mik Kersten on transforming value streams with the flow framework What's the best way to connect strategy to delivery? Dr. Mik Kersten wrote the book on it. This week Clinton is joined by Dr. Mik Kersten, the CTO at Planview and author of Project to Product, and Keith Buehlman, Senior Director of Business Value Acceleration at Launch by NTT DATA, t…

1
Dr. Teryn Clarke – Unlocking Brain Health: The Power of Time-Restricted Eating 40:39

2M ago40:39

40:39

Dr. Teryn Clarke – Unlocking Brain Health: The Power of Time-Restricted Eating I am excited to have Dr. Teryn Clarke join us once again. Dr. Clarke also sheds light on the power of mindful and balanced eating over restrictive diets, sharing her insights from her research and personal experiences. We'll discuss practical tips for implementing time-r…

1
From the Archives: From Code to Canvas 36:29

2M ago36:29

36:29

Per Kristian Stoveland on his generative art series The Harvest Generative artists are trailblazing a brand new, technology-based future. In this archived episode Clinton sits down with Per Kristian to hear all about how he developed his ambitious generative art collection The Harvest. Per Kristian explains what generative art actually is, how it d…

1
Joe Smith of Parti Pris - Direct Indexing and Unified Managed Householding - What Does that Mean? 54:50

2M ago54:50

54:50

Today, Rusty and Robyn are joined by Joe Smith. Joe is Co-founder, Chief Investment Officer and head of Parti Pris’ Investment Strategy Committee. He has executive responsibility for wealthtech platform development, and thought leadership. In his leadership role, he brings deep expertise in applying technology and portfolio optimization tools to po…

1
Tom McCarthy – Navigating the Housing and Interest Rate Markets with Trust and a Slice of Humor 56:52

2M ago56:52

56:52

Can you find trust and comedy within the highly personal and emotional arena of financial planning? Tom McCarthy has built a successful 24-year career in the mortgage industry based on trust, doing what is in the best interests of his clients, and with a little comedy. Tom shares his unique perspective on the current housing market, including the i…

1
Scott Davis and John Finneran of Capital Group - The Most Successful Active ETF Launch in History 43:10

2M ago43:10

43:10

Today, Rusty and Robyn are joined by Scott Davis and John Finneran, the Head of ETFs and ETF Sales Specialist respectively at Capital Group. Scott T Davis is an ETF director at Capital Group, home of American Funds. He has 17 years of industry experience and has been with Capital Group for 16 years. Prior to his current role, Scott led product deve…

1
30+ Years as an Independent and Fiduciary Steward with Philip S. L. Chao, CFP® 47:03

2M ago47:03

47:03

On this episode of The Active Advisor podcast, host Bryan Moore chats with Philip Chao, CFP®, founder of Experiential Wealth. Join them as they discuss: The evolution of the advisory landscape over three decades The importance of upholding the fiduciary standard Remaining fiercely independent in an evolving industry Seven traits to look for when hi…

1
Brian Comiskey—Cybersecurity, Cloud Computing, AI/Robotics, and the New Era Of Digital Coexistence 50:53

2M ago50:53

50:53

Brian Comiskey, Senior Director at the Consumer Technology Association, joins the podcast to discuss how recent trends in technology are reshaping the spending priorities of businesses, consumers, and governments around the world. ----------------------------------------------------------------------------------------------------------------- Websi…

1
From The Archives - The Power of the Platform 40:27

2M ago40:27

40:27

Nate Berent-Spillson on the power of platform thinking In the enterprise world, there are three main reasons for why an organization may be struggling to gain momentum: organizational muscle memory, structural friction, and legacy technical debt. In this archived episode Clinton is joined by Nate Berent-Spillson, NTT DATA’s VP of Engineering, to di…

值得一听的播客

First Trust Portfolios播客

值得一听的播客

快速参考指南