Best Andrea Longton Podcasts (2024)

1
Beyond Politics: Integrating Social Justice Investing into Your Practice - Andrea Longton, CFA [Author] 23:45

9d ago23:45

23:45

In this episode, host Belle Osvath, CFP®, speaks with Andrea Longton, a CFA and award-winning author who specializes in social justice investing. Andrea has raised over $1 billion for social justice investments in the U.S. and advised on an additional $1.5 billion globally. She authored a book titled The Social Justice Investor: Advance Your Values…

1
#12 Eli Kaufman - Madison Square Garden to RevOps 40:49

3h ago40:49

40:49

In the latest episode of All Things Being SQL, we dive into a deep conversation with Eli Kaufman, a seasoned RevOps leader who's seen firsthand how AI and automation are reshaping the sales process. From leveraging tools like Salesforce and Gong to harnessing AI for more accurate forecasting, Eli sheds light on what it takes to drive RevOps success…

1
How to Build Trust More Quickly - Michael Clarke [Co-founder & Author] 24:38

4h ago24:38

24:38

In this episode, host Belle Osvath, CFP® interviews Michael Clarke, co-founder of Protection Point Advisors and the National Referral Network, and author of A Firm Worth Building. The discussion revolves around the concept of "trust compression," which refers to building trust with clients not through long interactions over time, but by creating a …

1
#11 Jeremey Donovan - unlocking the power of AI in RevOps 48:28

1d ago48:28

48:28

In this episode, we chat with Jeremey Donovan, EVP of RevOps at Insight Partners, about the game-changing role of AI in RevOps. Jeremey shares insights on how AI, automation, and data-driven strategies are transforming the way teams build, scale, and grow revenue operations. From the evolution of AI to overcoming adoption challenges, this episode i…

1
#10 Running the Tube and Transforming RevOps with Ben Austen 42:15

15d ago42:15

42:15

Episode Description: In this exciting episode, we sit down with Ben Austen, Director of Revenue Operations, who has a unique story and some awesome insights into the world of RevOps. Episode Highlights: Running Across London: Ben shares his epic journey of running across all 272 London Underground stations, the challenges he faced, and what motivat…

1
#9 Haris Odobasic, Co-Founder of Revenue Wizards 44:32

16d ago44:32

44:32

In this episode of All Things Being SQL, Liam and Rich chat with Haris Odobasic, Co-founder of Revenue Wizards, a European based RevOps Consultancy helping their customers with anything RevOps and Go-to-Market related. As always, we're brought to you by Infer, a game changing analytics platform allowing data analytics teams to do AI powered analyti…

1
#8 Guy Longton, Head of RevOps & Chapter Head for RevOps Co-Op 31:58

24d ago31:58

31:58

In this episode of All Things Being SQL, Liam and Rich chat with Guy Longton, Head of RevOps at Prolific, a rapidly growing VC backed AI company in London. Here are some key takeaways from the interview: RevOps is a holistic approach to go-to-market strategy, going beyond traditional sales ops. The ideal RevOps candidate is intellectually curious, …

1
From “Got Milk?” to “It's Gotta Be a CFP®”: The Strategy Behind CFP Board’s Public Awareness Campaign – Kevin Keller [CEO, CFP Board] 21:39

23d ago21:39

21:39

In this episode, host Belle Osvath, CFP®, interviews Kevin Keller, CAE, the CEO of CFP Board, about their latest public awareness campaign. Keller shares insights into the campaign's goal of increasing consumer recognition of the CFP® certification with the tagline, "It's Gotta Be a CFP®." Keller discusses the campaign's development and budget and …

1
#7 Jeremy Steinbring, Founder of RevOnyx 46:48

1M ago46:48

46:48

In this episode of All Things Being SQL, Liam and Rich chat with Jeremy Steinbring, RevOps extraordinaire and founder of RevOnyx, a RevOps consultancy helping their clients understand their GTM & implement RevOps best practice. Jeremy shares his unique perspective on RevOps, challenging traditional thinking and emphasizing its human-centric approac…

1
#6 James May, Head of RevOps at Risk Ledger - visibility & understanding of RevOps 42:25

1M ago42:25

42:25

n this episode of All Things Being SQL, Liam and Rich chat with James May, RevOps leader at Risk Ledger. James shares his journey into SaaS, starting with a role at Attest where he optimized processes for SDR teams. He emphasizes the importance of a unified RevOps function to balance departmental incentives and maintain neutrality. James discusses …

1
The Evolving Advisor: How Value-Centric Planning Is Changing the Game - Andy Baxley [Certified Financial Transitionist] 25:58

1M ago25:58

25:58

In this episode, host Belle Osvath, CFP®, speaks with Andy Baxley, MS, CFP®, CIMA®, a Certified Financial Transitionist, about the evolving role of financial advisors. Andy, an independent financial planner at the Planning Center, discusses how changes in people's lives, work, and retirement necessitate a shift in financial planning approaches. He …

1
The AI Edge: Augmenting Your Practice – Rachel Witkowski (Reporter) 24:03

2M ago24:03

24:03

In this episode, host Belle Osvath, CFP®, interviews Rachel Witkowski, an award-winning financial tech and AI reporter, about the integration of AI in financial planning. They discuss current AI applications, upcoming innovations, and the security concerns surrounding these technologies. They also touch upon the Advise AI conference, which is dedic…

1
#5 Sam Sutton, Director of RevOps at Pearson 46:00

2M ago46:00

46:00

Summary In this episode, Liam, Rich and Sam chat about all things RevOps, data and of course AI. Sam's experience setting up a RevOps function in a massive PLC is fairly unique, so we unpicked that, alongside his philosophy on hiring RevOps professionals. We covered Sam's definition of RevOps, where RevOps should sit in an org, the future of RevOps…

1
#4 Andreas Drakos, RevOps, Go-To-Market & AI 41:46

2M ago41:46

41:46

This episode, Rich & Liam from Infer chat to Andreas Drakos, Senior Director of RevOps at Superside, the Creative-as-a-Service powerhouse. Covering Andreas' journey into RevOps, his opinions on the function, the potential for AI and much, much more. We hope you enjoy! As always, we're brought to you by Infer, a game changing Revenue Intelligence pl…

1
#3 Freddie Hammond - RevOps, Data & AI 42:39

3M ago42:39

42:39

Summary In this episode, Liam, Rich and Freddie chat about all things RevOps, data and of course AI. Freddie's experience in rapidly scaling organisations, specifically focused on Go-To-Market teams was fascinating to listen to. We covered Freddie's definition of RevOps, where RevOps should sit in an org, the future of RevOps and his most controver…

1
Beyond Advising: The Essential Role of Daily Money Managers - Christine Dolan [Founder & Daily Money Manager] 22:43

3M ago22:43

22:43

In this episode, host Belle Osvath, CFP® interviews Christine Dolan, the founder of C. Dolan and Associates Financial Organizing. Christine explains the role of a daily money manager and how they provide essential day-to-day financial management services that complement the work of financial advisors. Christine details how her firm helps clients ma…

1
The Only Marketing Left for Financial Advisors - Matt Halloran [Founder] 14:20

3M ago14:20

14:20

In this episode host Belle Osvath interviews Matt Halloran, Co-founder, and Chief Relationship Officer at ProudMouth, on the power of influence in financial planning marketing. Matt discusses how the marketing landscape has fundamentally changed, emphasizing that traditional selling methods are being replaced by content-driven influence that allows…

1
#2 Andrew Madson - The Data Doctor 45:15

4M ago45:15

45:15

Summary In this episode, Liam, Erik and Andrew discuss various topics related to data analytics, including Andrew's background in finance and his transition to data analytics, the role of data in higher education, building a personal brand on LinkedIn, the purpose of an analytics function in a business, trends in data analytics teams, challenges as…

1
Ep 34. Investing in Education: The Future of Wealth Management - Mike Alves [Founder] 21:34

4M ago21:34

21:34

In this episode, host Belle Osvath, CFP® speaks with Mike Alves, MSAFP, CFP®, CEPA, CRPC®, founder of Vida Private Wealth. Mike shares his unique approach to integrating financial education into wealth management by developing a curriculum tailored to young people from childhood through adulthood. He discusses the genesis of this initiative, which …

1
Ep. 33 Searching for Alpha: Strategies Amidst Market Overvaluation - David Marra [Founder & CIO] 17:48

4M ago17:48

17:48

In this episode, host Belle Osvath, CFP® welcomes David Marra, Chief Investment Officer at Markin Asset Management, back to discuss the current state of U.S. equity markets and investment strategies in the context of perceived market overvaluation. David shares insights into the cyclically adjusted PE ratio (CAPE) and its implications for future ma…

1
Ep 32. The Missing Billionaires - Victor Haghani [Founder & Author] 24:41

4M ago24:41

24:41

In this episode host, Belle Osvath, CFP®, chats with Victor Haghani, co-author of "The Missing Billionaires: A Guide to Better Financial Decisions" and founder of Elm Wealth. Victor discusses the intriguing phenomenon of America's wealthiest families losing their fortunes over generations despite favorable investment conditions. He explores these f…

1
Ep 31: Beyond the Greenwash: Using ESG as Core Investment Data - Liz Simmie [Founder]) 28:57

5M ago28:57

28:57

In this episode, host Belle Osvath, CFP® interviews Liz Simmie co-founder of Honey Tree Investment Management. They discuss the importance of ESG (Environmental, Social, and Governance) data in investment analysis. Contrary to being a niche element, Liz argues that ESG data should be considered fundamental to assessing a company's viability for lon…

1
#1 Lucy Alexander, Director of Insights & Analytics @ The Financial Times 44:02

6M ago44:02

44:02

Summary Lucy discusses her background and career path in analytics, including her experiences at The FT, ASOS and Burberry. She highlights the differences in data analytics between established brands and scale-ups. Lucy also shares her insights on the value of analytics and the challenges of leading an analytics team. She discusses the hype around …

1
Ep. 30 The Future Is Now: How Planners Are Using AI - Gabe Rissman [Founder] 17:02

6M ago17:02

17:02

Host Belle Osvath, CFP® interviews Gabe Rissman, Co-Founder and President of YourStake a company that is utilizing AI to transform the planning industry. LinkedIn: https://www.linkedin.com/in/gabe-rissman-127ba369/ www.yourstake.org --- FPA NCA News & Events: fpanca.org --- The Smarter Planner Podcast is a product of the Financial Planning Associat…

1
Ep 29. The Art of Letting Go: Expert Advice for Handling Clients That You Have Outgrown – Jennifer Gray [Advisor Therapist & Coach] 24:48

7M ago24:48

24:48

In this episode host Belle Osvath, CFP® speaks with Jennifer Gray a mental health therapist and business coach that specializes in helping financial advisors navigate growth and evolve along with their practice. Links: Website: https://www.jennifergraycounseling.com/ Linked In: https://www.linkedin.com/in/jennifergraylpc/ Script: https://www.jennif…

1
Trailer 0:20

7M ago0:20

0:20

Welcome to All things being SQL. The podcast dedicated to data, analytics, insights and of course SQL. Brought to you by the team behind Infer, the analytics tool allowing any organisation to become AI enabled. Interviews, technical deep dives and a healthy dose of our opinion, strap in, it's going to be fun! Hosted by Erik Mathiesen-Dreyfus, exper…

1
From H.A.L to Chat GPT: Preparing for the Future of AI & Investing, feat. Deepti Doshi, New_Public and Katy Knight, Siegel Family Endowment 1:01:35

7M ago1:01:35

1:01:35

S3 Ep8 | What does Artificial Intelligence (AI) have to do with financial activism? And what should investors know as the field continues to evolve? This episode Renegade is joined by Katy Knight, President & Executive Director, Siegel Family Endowment and Deepti Doshi, Co-Director, New_Public to learn more about AI and innovation in this field. Ou…

1
Progressive Pockets Guest Episode: The surprising truth about what ESG actually means 27:18

8M ago27:18

27:18

This week Renegade Capital features a special guest episode from the Progressive Pockets Podcast! Hosted by Genet G.G. Gimja, Progressive Pockets is a podcast at the intersection of social impact and money that covers questions of how we might spend, donate, and invest more in line with our values. In this episode, they talk about ways to line up o…

1
How to Invest for Social Justice, feat. Rachel Robasciotti, Adasina Social Capital 1:06:22

8M ago1:06:22

1:06:22

S3 Ep7 | What does it really mean to invest in social justice, and how do we know it’s making a difference? And is it something everyone can do? In this episode, Rachel Robasciotti, Founder & CEO of Adasina Social Capital, joins us to share how they have answered these questions. We’ll talk about how Rachel and Adasina combine data and financial ac…

1
Introducing: The Smarter Planner Symposium 2024 13:27

8M ago13:27

13:27

Register now! fpanca.org --- The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPANCA do not endorse or recommend any of the people, products, or services featured or discussed in this pod…

1
Ep 28. Real Estate: The Forgotten Asset Class - Rich Arzaga [CFP & Real Estate Whisperer] 24:50

9M ago24:50

24:50

In this episode host, Belle Osvath, CFP®, interviews Rich Arzaga, CFP® CCIM, the Founder of The Real Estate Whisperer Financial Planning. Rich specializes in creating detailed financial plans that analyze and evaluate client real estate holdings. His approach provides valuable insight far beyond what most planners provide and has allowed him to bui…

1
Ep. 27 Hidden Gem Unveiled: A Little-Known Health Insurance Option for Entrepreneurs – Gary Cox [Insurance Specialist] 18:03

9M ago18:03

18:03

In this episode host Belle Osvath, CFP® interviews Gary Cox about a unique health insurance option that allows some self-employed individuals to purchase health insurance as a "Group of One" instead of an individual policy which may result in reduced cost and broader coverage. Gary talks about this type of coverage, who may want to consider it and …

1
Making Data a Dynamic Investment Tool for Decarceration, feat. Tanay Tatum-Edwards, FreeCap Financial, Inc 56:54

10M ago56:54

56:54

S3 Ep6 | The United States has the highest incarceration rate in the world, with almost 2.2 million people in prison, and 1 in 7 Americans have an immediate family member incarcerated for more than a year. And yet the prison-industrial complex remains a robust, well-funded system. The right data gives us not only a picture of the dire state of inca…

1
Ep. 26 The Future of the CFP Designation: How the CFP Board’s Non-Profit Shift Impacts Financial Advisors [Dan Moisand, CFP Board Chair] 25:08

10M ago25:08

25:08

In this episode host Belle Osvath, CFP®, interviews Dan Moisand, CFP®, the current Chair of the CFP Board. They talk about the Board’s latest initiatives and their recent expansion to include a 501c6 organization. Dan identifies the reasoning behind the shift in nonprofit status and how it allows them to introduce more people to the CFP designation…

1
Macguyvering Money for Indigenous Communities feat. Lakota Vogel, Four Bands Community Fund 51:05

10M ago51:05

51:05

S3 Ep5 | To “MacGuyver” something is to use something in an inventive way, using what you have in a creative way to repair or make something new. In the context of finance, traditional capital systems don’t always work with the resources we have on hand, so many of us find ways to “MacGuyver” money to fit our needs as best we can. In this episode, …

1
Ep. 25 Critical Feedback Needed: Inside the Evolution of CFP Sanctions - Leo Rydzewski [General Counsel CFP Board] 23:33

10M ago23:33

23:33

In this episode Belle Osvath, CFP®, interviews Leo Rydzewski, General Counsel for the Certified Finacial Planning (CFP) Board, about the Board's proposed changes to two important documents. The Fitness Standards which govern who is eligible to hold the CFP mark and the Sanction Guidelines which provides direction on the consequences to a CFP holder…

1
Ep. 24 The Golden Approach: Tackling Tough Talks About Ageing - Kelly Augspurger [Long Term Care Specialist] 26:44

10M ago26:44

26:44

In this episode host Belle Osvath CFP®, speaks with LTC Specialist Kelly Augspurger CLTC ®, CSA, about her structured approach to having the long-term care conversation with clients. She advocates steering the conversation away from the possible loss of independence and instead shift the focus to the ability of the client to potentially protect the…

1
Investing in Climate Resilience the Appalachian Way, feat. Andrew Crosson & Baylen Campbell, Invest Appalachia 49:56

10M ago49:56

49:56

S3 Ep4 | Climate change is impacting not only our oceans and ozone, but our own cities and homes. That means there are environmental, economic, and social repercussions that we have to start thinking about today. Investing in climate resilience means finding ways to prepare people and communities for our climate-changed world. In this episode, Andr…

1
Increasing Diversity in Real-Estate Development Can Drive Systemic Change In Communities of Color with U.S. Bancorp Impact Finance 51:39

11M ago51:39

51:39

S3 Ep 3 | According to a new study, Black and Hispanic real estate developers together make up less than 1 percent of their industry. This gap in the real estate industry isn’t just a representation crisis, it’s also a huge missed opportunity – the study estimates a more diverse industry could create more than $100 billion in new revenue. Investing…

1
Ep. 23 Game Changer for Business Owners: ESOPs, 1042 Exchanges, and the ETF Advantage - Doug Pugliese [1042 Strategist] 30:57

11M ago30:57

30:57

In this episode host Belle Osvath, CFP® talks with Doug Pugliese who is the Head of 1042 QRP Strategies at Alpha Architect. They discuss 1042 exchanges which allow the owner of a closely held C-Corp to sell their equity to an employee stock purchase plan and defer long-term capital gains as long as they rollover the proceeds into a qualified invest…

1
Investing in Women’s Economic Power, feat. Calvert Impact 52:52

11M ago52:52

52:52

S3 Ep1| After a year where The Barbie Movie, Taylor Swift, and Beyonce have all broken records in the entertainment industry, the world has gotten a glimpse of the economic power of women. According to the US Department of State, the financial contributions of women are vital for achieving a more stable and secure financial system. In this episode …

1
Ep. 22 How to Use Video to Market Yourself - Colin Day [Advisor] 28:23

12M ago28:23

28:23

In this episode host Belle Osvath, CFP® interviews newly minted financial influencer, Colin Day, CFP®. They talk about his thirty-day journey from one follower to over one million video views on Instagram. They discuss his experience and what he thinks was the key to his success. They also talk about how he is navigating his unexpected following an…

1
Investing In Women’s Financial Independence, feat. Self-Help Credit Union and FreeFrom 1:05:56

12M ago1:05:56

1:05:56

Content Warning: This episode contains discussions of domestic violence. Please listen at your own discretion. S3 Ep1 What does financial freedom mean to you? For many survivors of domestic violence, financial freedom means having the ability to leave an abusive relationship. Financial, gender-based violence is expensive, and 84% of survivors ident…

1
Ep. 21 Understanding Situational Social Security - Jim Blair & Marc Kiner [SS Consultants & Educators] 26:11

12M ago26:11

26:11

In this episode host, Belle Osvath, CFP® interviews Jim Blair and Marc Kiner, co-owners of Premier Social Security Consulting. They also created the National Social Security Advisor Certificate program which was the first national program to offer certificate training to financial planners for Social Security. They talk about the current state of t…

1
Ep 20. Navigating the Flat Fee Revolution - Andy Panko [Founder] 24:52

1y ago24:52

24:52

In this episode host, Belle Osvath, CFP®, interviews Andy Panko, CFP®, RICP®, EA, the founder and owner of Tenon Financial, an RIA that provides clients financial planning and investment management services for a flat fee. They discuss why he chose the flat fee model and how his choice has shaped his business. Andy also talks about how his decision…

1
Ep. 19 How the FPA is Redefining ‘Financial Planner’ - James Lee [FPA President] 20:32

1y ago20:32

20:32

In this episode host, Belle Osvath, CFP®, interviews James Lee, CFP®, CRPC®, AIF® the current President of the Financial Planning Association (FPA) which is the leading membership organization for Certified Financial Planner™ professionals. James talks about the FPA’s pursuit of title protection for financial planners, essentially regulating by law…

1
Ep. 18 How to Start Your Own Radio Show - Chris Boyd [Financial Talk Radio Host] 25:06

1y ago25:06

25:06

In this episode host, Belle Osvath, CFP® interviews Chris Boyd, CFP® the founder and CEO of Asset Management Resources, an independent boutique-style RIA firm. For the last sixteen years Chris has been the host of a financial talk radio show called “Something More with Chris Boyd.” They discuss his experience hosting a financial talk radio show, ho…

1
Ep. 17 Creating Your Own ETF - Dr. Wesley Gray [CEO] 30:43

1y ago30:43

30:43

In this episode host Belle Osvath, CFP® talks with Dr. Wesley Gray the founder of ETF Architect and Alpha Architect, about how advisors can create their own ETFs which can be used to help manage client funds and taxes. They discuss the creation process, the cost, and what type of advisory practice would benefit the most from their own ETF. Dr. Wesl…

1
Ep. 16 Selling the Family Home - Angela Baker [Lawyer, CFP & Realtor] 22:34

1y ago22:34

22:34

In this episode host Belle Osvath, CFP® talks with Angela Baker a Realtor with LPT Realty. Angela is an attorney and CFP® holder and has spent over 30 years helping clients as a financial advisor but made a recent shift to focus on helping people navigate major life transitions when real estate has to be sold. Whether it’s a client’s home or an inh…

1
Ep. 15 The Art & Science of Picking Portfolio Managers - David Marra [Founder & Head of Research] 24:15

1y ago24:15

24:15

In this episode host Belle Osvath, CFP® talks to David Marra, the co-founder of Markin Asset management, about the process of picking a portfolio manager. David provides some interesting insight on what to look for when evaluating mutual funds and details the three-step process he uses to identify skilled portfolio managers. They also discuss his b…

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