Best Tammy and Nate Podcasts (2024)

1
From Wirehouse to RIA: Craig Robson's Transformative Journey 59:05

2h ago59:05

59:05

In this episode of the ModelFA podcast, host David its down with Craig Robson, the Founding Principal and Managing Director of Regent Peak Wealth Advisors. Craig shares his fascinating journey from a 25-year career at Merrill Lynch to launching his own independent RIA firm, Regent Peak Wealth Advisors. The conversation delves into the challenges an…

1
Overcoming Obstructionism: With Greg Larkin 41:24

4m 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
The Future is Photonics: On Tech and Sustainability 33:43

7d 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
Role Reversal! David DeCelle and Dan Allison & Graham Gardner Answering Your Best Questions! 1:37:11

14d ago1:37:11

1:37:11

On this special episode, Graham Gardner hosts the podcast and interviews David DeCelle and Dan Allison to talk strategies for advisors to grow their practices in 2024. They emphasize the importance of identifying one's strengths and niches, leveraging technology for automation, and outsourcing non-core tasks. They advise on creating personalized co…

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

14d 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
From the Archives: From Code to Canvas 36:29

21d 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
Talking Yota's with Jake from the Toyota Garage 1:41:59

24d ago1:41:59

1:41:59

Chat 5-10 minutes of warm-up chat [Tammy] Over Labor Day Weekend I went camping in Medicine Bow National forest. We camped on a reservoir. It was nice to just chill. [Nate] Dana 60 progress The axle is narrowed by 4” Inner C is re-attached Tubes are welded Still need to figure out the truss Now, on to the rear! Video on progress so far: https://you…

1
Mastering the Art of Data Ownership and Predictive Analytics with John O’Connell 51:52

28d ago51:52

51:52

In this episode I am joined by John O'Connell, CEO of the Oasis Group to discuss ownership, data security, and predictive analytics for wealth managers. He emphasized the importance of relatable technology communication and shared real-life case studies, such as integrating technology stacks and enhancing efficiency. John highlighted the significan…

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

28d 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…

1
Creating Long Lasting Relationships with Michael Hanna 38:29

1M ago38:29

38:29

Today we welcome the return of Michael Hannah, a successful financial advisor and co-founder of Azura Wealth Advisors, to discuss his journey from trading derivatives to wealth management. He emphasized the importance of treating clients' money as if it were his own and building long-term relationships through empathy and expertise. Michael shared …

1
Telecom Through the Years: With The First Lady of Wireless 37:39

1M ago37:39

37:39

Arlene Harris on the transformation of the telecommunications industry Telecommunications has come a long way since the 60s. This week Clinton is joined by telecom pioneer, Arlene Harris, and NTT DATA’s Devin Yaung to discuss how platforms and the telecom industry have changed over the past 60 years. They delve into Arlene’s incredible journey from…

1
Don't be "That Guy" on the trail. 1:05:51

1M ago1:05:51

1:05:51

Chat Tammy - My Jeep is leaking. There is water in the foot well in the back seats. Not sure where the water is coming from. I did a leak test when it was pouring rain and hailing. I believe it’s from the soft top window not being fully velcro’d but not 100% - The site Nate was talking about: https://jeepleakfix.com/ Nate - More Dana 60 work. www.o…

1
Signs and Symptoms: Spotting and Tackling Design Debt 37:35

1M ago37:35

37:35

Two design experts on the costs of accruing design debt We hear a lot about technical debt but what about its equally bothersome cousin design debt? This week on Catalyst Clinton sits down with NTT DATA design experts Mohit SantRam and Kevin McGrath to talk about design debt. They share the tell-tale signs of how to spot design debt and the first s…

1
Blueprints and Whiteboards: On What Makes a Good IT Architect 35:44

2M ago35:44

35:44

Jason Aitchison on good IT architecture practices The saying goes “all together all from the start,” and that goes for architects too. This week Clinton is joined by Jason Aitchison, Senior Director at NTT DATA, to discuss what makes a good IT architect. Jason shares the traits he looks for in an architect, from creativity to proven problem solving…

1
Balancing Business and Personal Well-Being for Financial Advisors with Stevyn Guinnip 57:41

2M ago57:41

57:41

In this episode of the ModelFA Podcast, David sits down with Stevyn Guinnip, a health expert for financial advisors. They discuss the importance of prioritizing health and wellness in achieving overall success, and how advisors can balance their professional and personal lives. Stevyn shares her personal journey and the lessons she's learned about …

1
Edge AI: With Shahid Ahmed 33:31

2M ago33:31

33:31

Shahid Ahmed on how Edge AI is transforming factory floors Factory floors can sometimes be tough and rough. Luckily, new Edge AI solutions can help to make factories more efficient. This week, Clinton is joined by Shahid Ahmed, Group EVP at NTT DATA, to discuss how Edge AI is being used in factories to improve working conditions and environmental t…

1
AI + Humans: The Forrester CX Event 37:50

2M ago37:50

37:50

Lisa Woodley on the topic that took the Forrester CX Summit by storm In June, the Forrester CX Summit kicked off in Nashville. NTT DATA’s Head of Design, Lisa Woodley, attended the event and noticed that there was one topic that permeated every track of the summit - AI. This week Lisa chats with Clinton about the main topics that were discussed at …

1
Lifts, Lockers, and Light bars, Stay legal in YOUR state 1:03:52

2M ago1:03:52

1:03:52

Chat Tammy - Rodeo Nate - Still working on the Superduty 60, and now a backup camera for the wife’s JKU. www.offroadinsiders.com Instagram offroadinsiders Email: offroadinsiders AT gmail.com Community Corner Overland Expo coming to Colorado at the end of the month. https://www.overlandexpo.com/mtn-west/ Main Topic Lift Laws, Doors off Laws, Mirror …

1
From the Archives: Frenzy vs. Flow 39:14

2M ago39:14

39:14

Danny Presten on how to improve flow through value stream management Organizations are often engaged in a flurry of day to day activities that may appear productive, but fail to yield meaningful results. This is why it’s so important to explore the intricacies of value stream management, Agile methodologies, and the transformative power of problem-…

1
Scaling Your Business Without Losing Your Mind with Tammy Lee 36:42

3M ago36:42

36:42

In this episode of the Model FA Podcast, Tammy Lee joins David to discuss how she helps financial advisors scale their businesses as a fractional COO. Through her work, Tammy acts as the operations expert so advisors don't have to be. She rolls up her sleeves to get into the weeds with their staff. Tammy focuses on developing people and building ca…

1
CareAR: With Kamran Khan 39:25

3M ago39:25

39:25

Kamran Khan on transforming field support and customer services with augmented reality For years talk about augmented reality (AR) was everywhere but not everyone had access to it. At CareAR, they’ve found a way to democratize AR. This week Clinton sits down with Kamran Khan, VP of Partnerships at CareAR, to discuss how they’re providing enterprise…

1
Greater Than The Sum of Its Parts: On Finding Product Alignment 42:43

3M ago42:43

42:43

Three experts on defining value early on and what’s at risk if you don’t It’s rare, but when engineering, design and product strategy fall into lock step to deliver a product it can feel like magic. This week on Catalyst, Clinton sits down with product experts Ash Howell, Scott Campagna, and Jamie Bernard to discuss why enterprises often can’t alig…

1
Navigating Modern Math: Expert Advice from Dr. Tammi Perez Rice 58:03

3M ago58:03

58:03

This week, we're diving deep into the world of modern math education with Dr. Tammi Perez-Rice. Tammi is a dedicated math expert and a mom of five. In this episode, Tammi unpacks what parents need to know about the evolving landscape of math education. We discuss everything from understanding the "new math" to practical tips for supporting your chi…

1
Finding the Right Investment Partner with Eric Stein 40:23

3M ago40:23

40:23

In this episode of the Model FA Podcast, David DeCelle is joined by Eric Stein to discuss the role of fractional CIOs in supporting financial advisors, and how it is different from traditional TAMP solutions. Eric highlights the importance of having a dedicated investment professional to help advisors navigate the ever-changing landscape of our ind…

1
From the Archives: Understanding the Culture of Utilities 51:19

3M ago51:19

51:19

Bryan Kearney on the IT of utilities You may not picture utility companies being at the cutting edge of technological change, but according to Bryan Kearney utility companies are constantly innovating and building forward looking partnerships. In this archived episode, Clinton is joined by Bryan, an energy industry leader-turned tech advisor and co…

1
How NOT to break in your newly rebuilt engine. 1:12:17

3M ago1:12:17

1:12:17

Chat Tammy’s got a moving jeep again! Nate’s still grinding on that Dana 60. Community Corner https://www.foxnews.com/lifestyle/founder-duck-duck-jeep-dies-vehicle-community-mourns-allison-parliament-unintentionally-started-trend.amp Main Topic Tammy goes to Rockfest 24 in the Black Hills National Forest. This was a working event for me. However, I…

1
Dell Tech World Recap with Roberto Cortez 34:23

3M ago34:23

34:23

Roberto Cortez on the hot topics at this year's Dell tech conference What’s it like to attend Dell Tech World? According to Dell’s Global Client Executive, Roberto Cortez, it’s fatiguing but incredibly fruitful and beneficial. This week Chris chats with Roberto as they debrief about the conference. They talk about the main topics covered at the con…

1
Nurturing Young Minds: The Vital Link Between Health, Nutrition, and Academic Success 31:56

3M ago31:56

31:56

Today, I'm joined by Dr. Moemeka, Chief Medical Officer for Texas Medicaid at Blue Cross and Blue Shield of Texas. With over two decades of experience in pediatric medicine and real world experience as a mom of a now college student, Dr. Moemeka brings a wealth of knowledge and practical insights to today's conversation. Get ready to learn more abo…

1
Cloud breakthrough with NTT DATA's Charlie Li 35:21

4M ago35:21

35:21

Charlie Li on enterprise approaches to cloud infrastructure What’s the real promise of moving to the cloud? And how did moving to the cloud become the solution to everyone’s problems? This week on Catalyst, Clinton is joined by Charlie Li, NTT DATA’s Senior Executive Vice President and Global Head of Cloud and Security Services, to discuss some of …

1
Nate's Trip to Bantam 1:17:06

4M ago1:17:06

1:17:06

Chat Tammy’s Engine Update Find us at: www.offroadinsiders.com Instagram offroadinsiders Email: offroadinsiders AT gmail.com Main Topic Bantam trip report What is Bantam? http://www.bantamjeepfestival.com/ Trip out, and day 1 (Friday) Got started a little later, but its roughly a 4:30 drive, so we weren’t in too much of a rush. I am always super pa…

1
The People Side of Product: On Building Collaborative Relationships 34:07

4M ago34:07

34:07

Chris and Gina on how to build trust with clients Great product can only happen with trust. This week Chris and Gina sit down to chat about something that is arguably more important than fulfilling a contract - your relationship with your stakeholders. Chris and Gina share the dos and don'ts of stakeholder engagement so you can create an open dialo…

1
Efficiency Hacks That Will Save You 20 Hours Per Week with Libby Greiwe 47:47

4M ago47:47

47:47

Strap in Model FA’s, this is a powerful episode! Efficiency savant Libby Greiwe joins David to discuss productivity strategies for busy financial advisors. Libby shares tips for creating standard operating procedures, managing time through model weeks, and balancing business ownership with family responsibilities. She shares practical techniques fo…

1
One Gripe: With Jim Brusnahan 39:26

4M ago39:26

39:26

Clarios’ Jim Brusnahan on his leadership ideology where you get to complain…but just once When Jim Brusnahan sees that his team is hurting or encountering blockers he invites them to a gripe session. They go around the table and share their complaints. As Global Functions IT Business Partnership Lead Jim is well versed in dealing with people, relat…

1
TNT Customs - Mastering Your Terrain 1:01:51

4M ago1:01:51

1:01:51

Chat Nate Some work on the D60, knuckles are off, shafts are out Off to bantam this weekend! Tammy Jeep’s going under the knife for a heart transplant! Find us at https://www.offroadinsiders.com Contact us at offroadinsiders at gmail.com Community Corner OnX Offroad build challenge is in full swing, they've started with the contestant interviews. M…

1
Beyond Supermom: Why You Shouldn't Try To Do It All Alone with Nate Hilger 51:54

4M ago51:54

51:54

In this special episode, I'm joined by Nate Hilger, an economist and the author of "The Parent Trap." We discuss the challenges parents face in providing the support kids need to thrive academically and in life. Can one or two people be the tutor, counselor, nutritionist, coach, advocate and college advisor our children need? Probably not. Nate bre…

1
From the Archives: Design Led Exploration 37:36

4M ago37:36

37:36

Clinton chats with Ash Howell and Dave Schell on how to involve design early on When should design be brought into the process? In this archived episode, we learn from NTT DATA’s own Dave Schell and Vectorform’s Ash Howell that it should be brought in as early as possible. They share tips on how to get the design conversation started early and why …

1
Summer Slingshot: Prepare Now for a Strong Start Next School Year 23:16

4M ago23:16

23:16

Ever heard of the summer slide? It's when students, after spending months gaining skills during the school year, start to lose some of that progress over the summer due to a lack of practice. While they don't forget everything, by the time fall comes around, they need a bit of a catch-up, which can amount to as much as two months of lost learning p…

1
Building Your Financial Brand Online with Nick Meyer and Nate Hoskin 1:10:55

4M ago1:10:55

1:10:55

In episode 152 of the Model FA Podcast, David is joined by Nick Meyer and Nate Hoskin to discuss content marketing and brand sponsorships in the financial services industry. They share their experience creating educational content on TikTok and Instagram, emphasizing the importance of long-form content and chopping it up for social media use. This …

1
From The Archives: On The Public Sector 30:04

4M ago30:04

30:04

Gina, Natalie Kurz and Cathy LoDucato discuss the importance of digital development in the public sector All too often users come away from using a public sector website or app feeling frustrated and confused. In this archived episode, Gina is joined by Natalie Kurz and Cathy LoDuca to discuss the unique product challenges that are faced when worki…

1
Skid Plate Central: The Off-Roader’s Defense 1:10:47

5M ago1:10:47

1:10:47

Chat Nate Picked up some door hinge liners for the JKU… Not to be out-done by Tammy. ;) Tammy: Speaking of Door Hinge Liners ! need to vent!!! Galvanic corrosion: https://en.wikipedia.org/wiki/Galvanic_corrosion Ordered a case-spreader for the D60’s Tammy Go Topless Day - Use sunscreen https://www.reddit.com/r/Wrangler/comments/1cu9u6z/fcuk_the_duc…

1
Product Portfolio: On the Stocks and Bonds Analogy 31:08

5M ago31:08

31:08

Chris and Gina on looking at your business like a portfolio When it comes to personal finances bonds are generally low-risk and stable and stocks are high-risk, high-reward. Ideally you have a mix of both. Why not look at your business product portfolio in a similar way? This week Chris and Gina take a look at this analogy and talk about the import…

1
Talking with Dirt Lifestyle Nate 2:00:07

5M ago2:00:07

2:00:07

Chat Tammy fixed her stuck doors with Delrin hinge inserts Nate got a little work done on the D60, and spent a week away in denver. Find us at: www.offroadinsiders.com Instagram offroadinsiders Main Topic Interview with DL Nate Who is this guy? How did you get into the off-road world? How did you turn that into such a successful channel? What's it …

1
Capitalizing on High Demand: Growing Through Tax Planning Services with Trevor Scotto 42:39

5M ago42:39

42:39

In the latest episode of the Model FA Podcast, Trevor Scotto shares how he grew his financial planning firm from $30M to $500M AUM through strategic mergers and acquisitions. He details leveraging personal connections to partner with a tax practice, and how adopting technology helped convert those clients. Trevor also reflects on finding purpose an…

1
Deep Work: On Quality Over Quantity 30:12

5M ago30:12

30:12

Chris and Clinton on how to focus more on less Some work days can feel like you’re stuck on a hamster wheel, you’re busy all day but then you realize that you haven’t moved an inch on any meaningful work. This week, Chris and Clinton help us get off the hamster wheel. Drawing on ideas from Cal Newport’s book Slow Productivity, they break down how y…

1
From the Archive: Frictionless Enterprise 40:19

5M ago40:19

40:19

Nate Berent-Spillson on reducing friction and improving momentum In tech, change is a constant. In this archived episode, Nate Berent-Spillson, the author of Frictionless Enterprise, chats with Clinton about how to embrace change in your enterprise. What if instead of fighting change, you could use change as a driving force to empower innovation? I…

1
CancerBuddy: With Christina Merrill 30:10

5M ago30:10

30:10

Christina Merrill on why and how she developed CancerBuddy Being diagnosed with cancer or supporting a friend or family member through a cancer diagnosis can be a lonely thing. Luckily there is a new app that’s trying to change that. This week, Chris and Gina sit down with Christina Merrill, the President and CEO of the Bone Marrow and Cancer Found…

1
The Trail Team Challenge 1:03:48

5M ago1:03:48

1:03:48

Chat Nate Got to go wheelin! Tammy Finally decided what to do on her engine… Find us at: www.offroadinsiders.com Instagram offroadinsiders Email: offroadinsiders AT gmail.com Main Topic - Florida Trail Team Challenge https://www.floridatrailteamchallenge.com/ What is the challenge? What sort of challenges are included? What kind of rigs are allowed…

1
The Power of Thoughtful Client Connections with Kristin Harad 46:16

6M ago46:16

46:16

In episode 150 of the Model FA Podcast, Kristin Harad joins David to discuss the challenges of scaling second-generation advisory firms, emphasizing the importance of regularly assessing and updating business strategies. They also highlighted the need to connect advisors with service providers, embrace an abundance mindset, and document and coach t…

1
Paid vs Free: On the New Subscription Model 35:19

6M ago35:19

35:19

Chris and Gina on what payment model works best for users Back in the day people paid for cable packages and big bundled deals. Then many products moved to a free, ad-supported model. Now it seems the industry is leaning somewhere in the middle. This week Chris and Gina talk about the history of product payment models and discuss current trends in …

1
Is Design Dead? 43:50

6M ago43:50

43:50

NTT Data’s Dave and Chappell join Chris to debrief on an important question: is design dead? Bringing the slack discussion into the real world - NTT Data’s David and Chappell Ellison discuss the state of design with host Chris LoSacco. Sparked from the article “The big design freak-out” by Robert Fabricant, the three grapple with the state of desig…

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Tammy And Nate Podcasts

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