Best Shana Sissel Podcasts (2024)

1
The Power of Authenticity: How to Differentiate Your Advisory Firm with Alternative Investments With Shana Sissel (Ep. 483) 13:49

1h ago13:49

13:49

How do you truly stand out in a crowded and competitive industry? In this episode of the Top Advisor Marketing podcast, host Matt Halloran interviews Shana Sissel, the “Queen of Alternatives” and CEO of Banríon Capital Management. She opens up about the challenges she has faced as a successful woman in a male-dominated industry, sharing how she has…

1
From Jockey to Financial Advisor: A Blueprint for Niche Success With Billy Peterson (Ep. 482) 28:50

3h ago28:50

28:50

You’ve heard the advice a hundred times before, but knowing what to do is not the same as knowing how to do it. So, how can you effectively leverage niche marketing and personal branding to grow your financial services firm and establish credibility with clients? In this episode, Matt Halloran is joined by Billy Peterson — president of Peterson Wea…

1
Stop ‘Podcast Guessing’: How Advisors Can Succeed at Podcast Guesting With Tom Schwab (Ep. 481) 32:42

2h ago32:42

32:42

Do you want to turn your podcast appearances into more business wins? You shouldn’t have to guess your way to success. Get insider tips on how to strategically attract your dream clients and grow your influence with guesting. In this episode, Matt Halloran talks to Tom Schwab — co-founder of Interview Valet — about how to leverage podcast guesting …

1
Transitioning to Independence: How RFG Advisory Makes it Easier With Abby Salameh (Ep. 480) 28:46

17d ago28:46

28:46

Thinking about transitioning to a new broker-dealer or becoming fully independent? You’re not alone. Financial services is an industry constantly on the move. But what exactly do you need to consider and do? In this episode, Matt Halloran welcomes Abby Salameh — Chief Growth Officer at RFG Advisory — to explore the support RFG provides to advisors …

1
Momentum Marketing: How to Grow Your Business Like Your Clients Grow Their Portfolios (Ep. 479) 34:58

7d ago34:58

34:58

To beat the market, you’ve got to buy and hold. To win at marketing… you need to do the same thing. Marketing, like investing, should be approached with a long-term perspective, focusing on building “marketing equity” through consistent efforts that compound over time. It is NOT a quick fix. In this special replay episode, Matt Halloran and Kirk Lo…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 19 | Understanding and Overcoming Financial Abuse Featuring Jacqueline Schadeck 42:05

18d ago42:05

42:05

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
How to Confidently and Compliantly Leverage Client Testimonials With Whit Lanier (Ep. 478) 31:28

15d ago31:28

31:28

Pop quiz: Can advisors use client testimonials and online reviews as marketing tools while remaining compliant with SEC regulations? In this episode, Matt Halloran is joined by Whit Lanier — co-founder of Amplify Reviews — to talk about the regulations surrounding testimonials and how advisors can leverage them compliantly. Discover why client test…

1
How One Advisor Turned His Travel Into a Business Asset With DeAndre Coke (Ep. 477) 28:04

1M ago28:04

28:04

Quick question: Can having a seemingly unrelated “hobby” podcast actually benefit your financial services practice? Quick answer: You bet it can! In this episode, Matt Halloran talks to DeAndre Coke, a financial advisor who shares how his travel podcast, Revolutionizing Your Journey — though not directly related to finance — attracts clients who re…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 18 | Supporting Small Business Through Micro Private Equity featuring Kyle Kuderewski 36:37

21d ago36:37

36:37

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Time is Money: Should You Outsource Your Podcast? (Ep. 476) 39:11

2M ago39:11

39:11

Podcasting: to outsource, or not to outsource. That is the question. And Matt Halloran and Kirk Lowe have the answer! From content creation and editing to marketing strategies and a complete cost-benefit analysis, they uncover every aspect you need to consider. Whether you’re debating between creating your own content or using ready-made solutions,…

1
What's the Alternative? | Episode 14 | The Smoothing Effect featuring Cliff Asness 50:58

29d ago50:58

50:58

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
Attract Ideal Clients by Being Your Non-Negotiable You With Angie Wisdom (Ep. 475) 25:46

2M ago25:46

25:46

Be your own loud. The non-negotiable you. In this episode of the Top Advisor Marketing Podcast, Matt Halloran talks with Angie Wisdom — Master Certified Coach, People Developer & Business Builder — about how advisors can embrace their authentic selves to achieve greater business success. From rewiring negative thought patterns to pinpointing your v…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 17 | The Psychology of Investing featuring Eben Burr 46:11

2M ago46:11

46:11

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Scale Your Practice and Reclaim Your Life With Stephanie Bogan (Ep. 474) 28:11

2M ago28:11

28:11

Is it possible to experience exponential growth and still prioritize joy, freedom, and impact? In this episode, Matt Halloran welcomes Stephanie Bogan – founder of one of the top coaching programs for financial services professionals in North America – to uncover strategies for achieving significant growth in your practice. Stephanie shares her exp…

1
What's the Alternative? | Episode 13 | Micro Private Equity: Investing in Small Business featuring Mike Vranjkovic 42:33

2M ago42:33

42:33

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
Stop Guessing: Craft a Winning Content Strategy By Surveying Your Clients With Hillary Gale Meehan(Ep. 473) 27:01

2M ago27:01

27:01

You know you need a content strategy. But where do you begin?By Matt Halloran, CRO at ProudMouth

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 16 | New Opportunities in Commercial Real Estate Featuring Cory Johnson 48:35

2M ago48:35

48:35

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
How to Deepen Client Relationships and Help Families Thrive with Tim Volk (Ep 472) 29:02

3M ago29:02

29:02

Are the ultra-wealthy just like the rest of us? Depends on whom you ask. How can financial advisors better serve their clients by addressing the human element of wealth, particularly within ultra-high-net-worth families? They listen to Tim Volk.By Matt Halloran, CRO at ProudMouth

1
What's the Alternative? | Episode 12 | Be The Bank: Real Estate Debt Investing with Ben Lyons 40:12

2M ago40:12

40:12

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
How To Find and Maintain Strong Business Partnerships With Dana L. Wilson (Ep. 471) 29:32

3M ago29:32

29:32

Financial services is a competitive industry. We all know that. But here’s the thing: there are many seats at the table. Amazing things can happen for your business when you collaborate with other professionals (think CPAs and estate planning attorneys).If you want tips on choosing the right partners and keeping all parties accountable, keep readin…

1
3 Ways To Prevent Podfade (Ep. 470) 35:19

3M ago35:19

35:19

Many advisors start strong with their marketing but then struggle to keep the momentum going.With podcasting, it starts with missing one episode. Then, a couple more. Finally, the podcast comes to a complete standstill — aka podfade.By Matt Halloran, CRO at ProudMouth

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 15 | Alternatives Simplified Featuring Bobbi Ivanova 36:51

3M ago36:51

36:51

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
How to (Finally) Get Your Content Marketing Off the Ground With Jorrell Bland (Ep. 469)

3M ago

—

You may see some advisors creating amazing content and think, “Ugh, I’ll never get there.” Or maybe you believe you can get there one day, but procrastination always gets in the way.Either way, the problem seems to be getting started.By Matt Halloran, CRO at ProudMouth

1
What's the Alternative? | Episode 11 | Crypto 101 featuring Matt Hougan 51:18

3M ago51:18

51:18

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
Start a Podcast To Become the Go-To Advisor in Your Niche With Mark Hansen (Ep. 468) 37:25

4M ago37:25

37:25

Let’s say your clients are ecstatic to be working with you. They’re so fired up about the problems you’re helping them solve, that they’re telling their neighbors, colleagues, and friends about you. But that’s where it stops. Very few, if any, of these people reach out. How can you move them from neutral to drive?…

1
Ben Hunt: Epsilon Theory Part Four 53:59

4M ago53:59

53:59

Phil is joined by friend of the show Ben Hunt for his fourth appearance on the podcast. Ben Hunt holds a PhD in Political Science from Harvard University, is the co-founder and CIO of Epsilon Theory, and co-founder of Second Foundation Partners. Ben and Phil discuss narratives driving flows in markets, the incentivization of risk-taking by financia…

1
Designing Your Brand’s Emotional Impact With Josh Passler (Ep. 467) 28:56

4M ago28:56

28:56

Financial advisors offer many of the same products and services. So what sets one apart from another?By Matt Halloran, CRO at ProudMouth

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 14 | Financial Education for the TikTok Generation featuring The Wall Street Skinny 1:00:10

3M ago1:00:10

1:00:10

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
How Advisors Can Leverage Podcasting to Connect, Educate, and Grow With Jane Mepham (Ep. 466) 28:09

4M ago28:09

28:09

Can anyone launch and leverage a podcast for business growth and authority?By Matt Halloran, CRO at ProudMouth

1
What's the Alternative? | Episode 10 | Alternative Building Blocks featuring Michael Green 56:46

4M ago56:46

56:46

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
What's the Alternative? | Episode 9 | Interval Funds: The Good, The Bad & The Ugly featuring Kimberly Flynn 58:34

4M ago58:34

58:34

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

1
How to Help Your Client’s Adult Kids Figure Out Their Financial Future With Brian Ursu (Ep. 465) 28:43

4M ago28:43

28:43

Millennials and Gen Zs are often left wondering “Now what?” after receiving their first big paycheck or a windfall of money. How can we empower younger generations to make confident and smart financial decisions?By Matt Halloran, CRO at ProudMouth

1
Richard Adler: Reflecting on REITs 55:00

4M ago55:00

55:00

Richard Adler was a co-founder and former Managing Director of EII Capital Management, an investment advisory firm for over 38 years managing REIT portfolios beginning in 1986. He has sat on the advisory board of Armada since its founding, and is a storied entrepreneur and business leader. Richard joins Phil to discuss REITs, investment, and reflec…

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 13 | Growing Up Banking Featuring Jamie Shulman 45:25

4M ago45:25

45:25

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Transform Lackluster Events into Memorable Moments With Angela York and Elyse Stoner (Ep. 464) 29:37

4M ago29:37

29:37

Some advisor events are forgettable and yield no results, while others leave clients raving and referring. What’s the difference?Successful events have a rock-solid planBy Matt Halloran, CRO at ProudMouth

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 12 | No BS Wealth Featuring Stoy Hall 47:18

4M ago47:18

47:18

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Cliff Asness: The Cliff Factor 53:03

5M ago53:03

53:03

Cliff Asness is the founder, Managing Principal and Chief Investment Officer at AQR Capital Management. Phil joins Cliff at his AQR office to chat about market concentration, value investing, and the market environment as a whole. Through the conversation, Cliff shares a wealth of knowledge and perspectives from his 30+ years of experience in the a…

1
Why the Best Experts Aren’t Afraid To Say “I Don’t Know” With Maggie Jackson (Ep. 463) 26:46

5M ago26:46

26:46

Have you ever been in a client meeting where you hesitated to say "I don't know," so you gave a half-baked answer that you wished you hadn't?In reality, being unsure can be a strength — when channeled effectively.By Matt Halloran, CRO at ProudMouth

1
Michael Antonelli: Good Vibes & Bull Vibes 39:16

5M ago39:16

39:16

Michael Antonelli is a market strategist at Baird Private Wealth Management and author of the "Bull and Baird" blog. In a world where there is no shortage of anxiety inducing doomsday narratives, Michael stands out by being a bullish optimist. Michael makes the case for communicating about the market using common language, using a data driven appro…

1
Avoid Costly Mistakes & Build Your Marketing Foundation First With John Wernz (Ep. 462) 28:32

5M ago28:32

28:32

You know what marketing is, right? But what about the difference between foundational and growth marketing?By Matt Halloran, CRO at ProudMouth

1
How Storytelling Builds Unbreakable Client Relationships With John Bucher (Ep. 461) 30:35

5M ago30:35

30:35

We all love a good story. In fact, we’re hardwired for it.But how can advisors use storytelling to create stronger connections, build trust, and more effectively guide their clients?By Matt Halloran, CRO at ProudMouth

1
#48-What You Need To Know About Business & Leadership with the Former CEO of P.F Changs, Damola Adamolekun 1:01:31

5M ago1:01:31

1:01:31

Welcome back to another season of the more we know. Because the more we know, the more we grow! Your mentor today is the FORMER CEO of P.F. Changs, which you may have dined at! We dived into all things business, leadership, including getting up at 4 am to workout!! Damola Adamolekun is an Operating Partner at Garnett Station Partners and the former…

1
Jared Dillian: Hungry Like A Wolf 39:40

5M ago39:40

39:40

Jared Dillian, author and investment strategist, joins the Phil Bak podcast. He is the author of books such as No Worries: How to live a stress-free financial life, and Street Freak: A Memoir of Money and Madness. Jared and Phil discuss financial freedom, hard work, rules for success, and taking control over your financial outcomes.…

1
Discover the Language of Referrals With Bill Cates (Ep. 460) 28:11

5M ago28:11

28:11

Are you struggling to get valuable referrals from your clients? Have you tried the power of introductions?By Matt Halloran, CRO at ProudMouth

1
Write a Book and Stop Chasing Prospects (It’s Surprisingly Easy!) With Paul McManus (Ep. 459) 28:06

6M ago28:06

28:06

Have you ever considered using a book to elevate your credibility and influence?By Matt Halloran, CRO at ProudMouth

1
Michael Green: Broken Markets 45:49

6M ago45:49

45:49

Mike Green, CFA, is the Portfolio Manager and Chief Strategist at Simplify Asset Management. Mike and Phil discuss the over-emphasis of indexing, passive investment, and low fee competition causing potential hazards in investing. This includes large cap companies receiving the bulk of capital, reduced reward for conducting fundamental analysis, and…

1
How To Get More Clients and Turn Them Into Raving Fans With Jack Martin (Ep. 458) 27:59

6M ago27:59

27:59

How can financial advisors significantly grow their business in a competitive market while providing exceptional client experiences?By starting with this podcast.By Matt Halloran, CRO at ProudMouth

1
The Alternatives Mason: Building Alts Knowledge Brick by Brick | Episode 11 | Matters of Diversity Featuring Jeff Thomas 43:20

6M ago43:20

43:20

Welcome to The Alternatives Mason: Building Alts Knowledge Brick by Brick. Banrion Capital Management uses technology to help independent advisors scale and educate themselves on alternative investments. Since education is such a big piece of the Banrion mission and business, we are excited to kick off this series to dive into the nits and grits of…

1
Building a More Inclusive Financial Services Industry With Sheryl Hickerson (Ep. 457) 28:11

6M ago28:11

28:11

We know that inclusion, equity, and diversity are important. But why? Why do diversity, equity, and inclusion (DEI) matter in financial services? And how can we make this industry a more welcoming space for women and people of color?By Matt Halloran, CRO at ProudMouth

1
What's the Alternative? | Episode 8 | To Be or Not to Be Liquid (in Real Estate) Featuring Phil Bak 45:23

6M ago45:23

45:23

Welcome to Banrion Capital Management’s What’s the Alternative Podcast! Join host Shana Orczyk Sissel, the “Queen of Alternatives” Founder & CEO of Banrion Capital Management, as she interviews leaders in the alternative investment space. Learn more about their firms, their passions and about the many different ways investors can use alternative in…

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Shana Sissel Podcasts

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