Best CIPM Podcasts (2024)

1
Jessica Golson, CIPM & Erin Wood, CFP®, CRPC, FBS®: Empowering Women in Wealth – Unpacking the Trends in Investment 35:07

20d ago35:07

35:07

Want to learn how female entrepreneurs are reshaping the investment landscape? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Golson, CIPM, SVP, Investments and Trading at Carson Group, and Erin Wood, CFP®, CRPC, FBS®, SVP, Financial Planning and Advanced Solutions at Carson Group. They explore the …

1
Eric Ludwig, PhD, CFP® and Chet Bennetts, CFP®, CLU®, ChFC®, RICP®: Using AI in Financial Services 38:17

3h ago38:17

38:17

How prepared are you for the changing landscape of financial advisory with AI tools at your disposal? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Eric Ludwig, PhD, CFP®, Asst. Prof. of Retirement Income, Director: Center for Retirement Income, RICP Program Director, The American College of Financial Serv…

1
EU AI Act – Risk Management Approach with Alessandro Mauro, Caro Robson, Punit Bhatia and Saurabh Gupta 56:04

2h ago56:04

56:04

This podcast is packed with valuable insights and actionable advice to help you understand and navigate the new AI regulations with experts Alessandro Mauro, Caro Robson, Punit Bhatia and Saurabh Gupta. In this episode, we discussed what does the EU AI Act mean for businesses? What are the real-world challenges businesses face when considering AI a…

1
What are the real-world challenges for business who are thinking about using AI? 9:34

7d ago9:34

9:34

Implementing AI in a business comes with several significant challenges. What are the real-world challenges? We’ll be exploring this question in detail with Alessandro Mauro, Caro Robson, Punit Bhatia and Saurabh Gupta. This is an extract from the full episode of The FIT4PRIVACY Podcast. If you like this, you would enjoy the full episode. If this i…

1
Samantha Allen: How AI is Transforming Digital Marketing 25:52

5d ago25:52

25:52

How can financial advisors best leverage AI to revolutionize their digital marketing efforts? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, welcomes Samantha Allen, Senior Vice President of Digital Marketing at Carson Group, to explore the intersection of digital marketing and the financial services industry. Samantha…

1
EU AI Act – Why, What & How in the FIT4Privacy Podcast E116 S5 51:26

9d ago51:26

51:26

EU AI Act – Why, What & How with Dr. Ann Cavoukian, Nicola Fabiano, Punit Bhatia and Raghu Bala The EU AI Act. Let us demystify the EU AI Act in this podcast that features a panel of experts. Together, they delve into the reasoning behind the Act, its core tenets, why was it needed? What does it entail? How does this legislation benefit society? Th…

1
Why did we need the EU AI Act? 8:47

19d ago8:47

8:47

Why did we need the EU AI Act? We'll be diving deep into this question for you with Dr. Ann Cavoukian, Nicola Fabiano, and Raghu Bala. This is an extract from the full episode of The FIT4PRIVACY Podcast. If you like this, you would enjoy the full episode. If this is your first time, the FIT4PRIVACY Podcast is a privacy podcast for those who care ab…

1
Plagiarism, Copyright & AI with Jon Gillham and Punit Bhatia in the FIT4PRIVACY Podcast E115 S05 22:20

30d ago22:20

22:20

In this episode of the FIT4PRIVACY Podcast, join Punit Bhatia and Jon Gillham as they dive deep into the fascinating world of artificial intelligence (AI) and its impact on content creation, plagiarism, and copyright. Their conversation explores the challenges that arise in the realm of content, particularly concerning plagiarism and AI-generated c…

1
Challenges with AI-Generated Content – Plagiarism and Copyright 9:18

1M ago9:18

9:18

Plagiarism and copyright are some of the key challenges with AI Generated content. And in this audio you learn what Jon and Punit think about this. This episode of the FIT4PRIVACY Podcast dives deep into the world of plagiarism, copyright, and Artificial Intelligence (AI) with Jon Gillham and host Punit Bhatia. This is an extract from the full epis…

1
Jake Bleicher, CFA: Carson's Women's CEO Fund 25:16

1M ago25:16

25:16

Women-led companies aren’t just a moral choice, they can be a smart financial investment. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jake Bleicher, CFA, Portfolio Manager, about investing trends with a special focus on the Carson Women's CEO Fund. Jake shares his unique journey from pre-med to the finan…

1
What is the Role of Cybersecurity in AI Governance with Prabh Nair and Punit Bhatia in the FIT4PRIVACY Podcast E114 S5 43:25

1M ago43:25

43:25

What critical role does cybersecurity play in the governance of AI? Explore this crucial question in Episode 114, Season 5 of the FIT4PRIVACY Podcast, as Punit Bhatia is joined by cybersecurity expert Prabh Nair. This episode delves deep into the evolution of cybersecurity over the last 15 years, the enduring principles of cybersecurity, and the fu…

1
How to Implement AI Governance? 8:22

2M ago8:22

8:22

How crucial is cybersecurity in AI governance today? Join Punit Bhatia and cybersecurity guru Prabh Nair as they explore the evolving landscape of AI and cybersecurity in this must-listen episode of the FIT4PRIVACY Podcast. Delve into discussions on how cybersecurity has transformed over the last 15 years, its constant principles, and what the futu…

1
Demystifying AI Myths with Nektarios Charalampous and Punit Bhatia in the Fit4 Privacy Podcasts E113 S5 34:12

2M ago34:12

34:12

Artificial intelligence (AI) is everywhere these days, but it's also shrouded in myths and misconceptions. From job-stealing robots to biased algorithms, there's a lot of information out there that just isn't true. Join us on this exciting podcast with Nektarios Charalampous and Punit Bhatia where we'll demystify the biggest AI myths with the help …

1
Greg Opitz: EQ in Financial Planning 25:20

2M ago25:20

25:20

How do some financial advisors seem to effortlessly connect and succeed with their clients? This week we’re discussing the framework of Emotional Intelligence (EQ) and how it can significantly impact your success as a financial advisor and enrich your personal life. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks…

1
Can AI Outsmart Humans? 9:21

2M ago9:21

9:21

Is artificial intelligence smarter than us, or are these just myths? Join us to find out. Delve into an enlightening discussion with Nektarios Charalampous, a distinguished Business Operations Director at Amdocs and an AI enthusiast, along with host Punit Bhatia. They tackle the most prevalent myths surrounding AI, from its intelligence capabilitie…

1
AI & Privacy in Crypto World with Gokhan Polat and Punit Bhatia in the FIT4PRIVACY Podcast E112 S05 36:17

2M ago36:17

36:17

Welcome to this episode of The FIT4Privacy Podcast, where the future of technology meets the forefront of privacy. In this exciting episode, we're diving deep into the intersection of Artificial Intelligence and Privacy within the rapidly evolving Crypto World. Whether you're deeply embedded in the world of cryptocurrency, fascinated by the potenti…

1
Dr. Ana María López Caldwell: Empower Your Career with Authenticity 33:08

3M ago33:08

33:08

Embracing authenticity can transform your professional journey. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Dr. Ana María López Caldwell, Inclusive Leadership Consultant and Coach, about the pivotal role of authenticity, inclusion, and executive business coaching. They explore firsthand accounts of navig…

1
Does Crypto Use AI? 9:35

3M ago9:35

9:35

"Does the integration of AI with cryptocurrency signal a new era in digital finance?" Join Punit Bhatia and Gökhan Polat as they delve into the powerful convergence of AI and cryptocurrency. This episode uncovers the roles of AI in enhancing blockchain technologies, from securing transactions to forecasting market movements, providing a deep dive i…

1
Privacy Vulnerabilities with Dan Frechtling and Punit Bhatia in the FIT4PRIVACY Podcast E111 S5 29:31

3M ago29:31

29:31

In this digital age, privacy vulnerabilities are a growing concern. But what exactly do these vulnerabilities entail, especially when intertwined with AI? Join Dan Frechtling, CEO of Boltive, and Punit Bhatia in this episode of the FIT4PRIVACY Podcast as they navigate the complex world of privacy in the AI era. They explore critical issues, from th…

1
What Privacy Topics Does Business Care About? 11:23

3M ago11:23

11:23

In this captivating trailer for the FIT4PRIVACY Podcast, Punit Bhatia is joined by Dan Frechtling, CEO of Boltive, to delve into the pressing issue of privacy vulnerabilities in business. They discuss how these vulnerabilities impact companies and what can be done to address them. This conversation highlights the importance of understanding and man…

1
Jessica Flynn: Attracting & Retaining Next-Gen Talent 35:33

3M ago35:33

35:33

What powers the future of financial advisory? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Flynn, Director of Account Strategy at Intention.ly, about how to better engage the next generation of stakeholders and clients. They navigate through the evolving landscape of financial services, expanding …

1
AI & Emerging World with Onur Korucu and Punit Bhatia in the FIT4PRIVACY Podcast E110 S5 36:22

3M ago36:22

36:22

How is the landscape of AI and emerging technologies shaping the future of privacy and organizational compliance? In this enlightening episode of the FIT4PRIVACY Podcast, join Onur Korucu and Punit Bhatia as they explore the forefront of AI's impact on society and the challenges it presents to businesses. Delve into the nuances of navigating comple…

1
Will ChatGPT become a widely used tool in the future? 14:53

4M ago14:53

14:53

Is the future of AI here to stay, and how will ChatGPT redefine our digital boundaries? Explore with us. Join Onur Korucu, a beacon in the AI and emerging technologies landscape, alongside Punit Bhatia in a deep dive into AI’s transformative power on privacy, compliance, and society. This episode unveils the intricate dance between cutting-edge tec…

1
Jalen Blackmon, Jabin Moore & Isaiah Johnson: Diversifying Workplace Culture With Gen Z 38:11

4M ago38:11

38:11

Are you ready to dive into what it takes to attract and retain the next generation of professionals in the finance industry? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Carson’s next-gen professionals, Jalen Blackmon, Associate, Partnership Developmentat Carson Group, Jabin Moore, Associate Private Clien…

1
AI Impact on Privacy, Security, and Jobs with Jan Anisimowicz and Punit Bhatia in the FIT4PRIVACY Podcast E109 S05 23:19

4M ago23:19

23:19

AI is creating an impact on privacy, security, and jobs. And this is what we discussed with our guest Jan Anisimowicz and host Punit Bhatia in this episode. We explore how technologies like ChatGPT have revolutionized data privacy practices, telling both opportunities and challenges. Analyzing the major risks AI poses to information security and th…

1
Debra Taylor, CPA/PFS™️, JD, CDFA®️: Navigating Women's Financial Challenges 30:46

4M ago30:46

30:46

With studies showing that women often leave advisors if not feeling connected, wealth managers must understand the importance of building relationships with female clients. Tune in to the Framework Podcast episode featuring Debra Taylor, where we explore how intentional connections with women can lead to better client retention and satisfaction. In…

1
How Can ChatGPT Transform Privacy In A Positive Way 11:36

4M ago11:36

11:36

ChatGPT and technologies like this can be used in many way. On a positive use, can ChatGPT help transform privacy? Punit Bhatia is joined by Jan Anisimowicz to discuss exactly this. This is an extract from the full episode of The FIT4PRIVACY Podcast. If you like this, you would enjoy the full episode. If this is your first time, the FIT4PRIVACY Pod…

1
Kamila Elliott, CFP® : Supporting Underrepresented Talent 52:33

4M ago52:33

52:33

Are organizations truly promoting inclusivity or making mistakes that harm underrepresented talent's mental health? Let's dive into the importance of sponsorship, safe spaces, and valuing diverse perspectives in creating a workplace where everyone feels valued. Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and JaQ …

1
AI, Cybersecurity, Privacy and OpenSource with Philippe Humeau and Punit Bhatia in the FIT4PRIVACY Podcast E108 S5 24:52

4M ago24:52

24:52

In an era where digital threats loom large, how do AI,cybersecurity, and open-source innovations intersect to redefine our approach to privacy? Join us in this riveting episode of the FIT4PRIVACY Podcast,where Philippe Humeau and Punit Bhatia delve into the dynamics of cutting-edge cybersecurity strategies. Discover the role of multiplayer firewall…

1
Sheryl Hickerson: Breaking Barriers in Finance 52:45

4M ago52:45

52:45

Today on Framework, we explore pathways for women in finance, mentorship, and the strength of having allies. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, and guest co-host, JaQ Campbell, Founder and CEO of Alexander Legacy Private Wealth Management, speak with Sheryl Hickerson, Founder and Chief Engagement Officer at…

1
Everyday Users Combating 'Divide and Conquer' Tactics with Cyberware 14:11

5M ago14:11

14:11

Join Philippe Humeau and Punit Bhatia on the FIT4PRIVACY Podcast as they tackle the challenge of everyday cyberware threats that aim to 'divide and conquer' businesses. In this insightful trailer for Episode 108, Season 5, discover practical advice and strategies on how individuals and companies can protect their data from these pervasive threats. …

1
Julie Ragatz, Ph.D.: Empowering Women in Wealth Management 45:41

5M ago45:41

45:41

This week on Framework, we address how sponsorship and inclusion can empower women in wealth management. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, and co-host JaQ Campbell, Founder and CEO of Alexander Legacy Private Wealth Management, speak with Julie Ragatz, Ph.D., Vice President, Next Gen and Advisor Developmen…

1
Auditing AI with Stefan Preuss and Punit Bhatia in The FIT4Privacy Podcast E107 S5 28:31

5M ago28:31

28:31

Auditing AI with Stefan Preuss and Punit Bhatiain The FIT4Privacy Podcast E107 S5 Artificial intelligence is transforming our lives. Is it even possible to audit AI? How do we audit it? Discover answers to these questions in a conversation between Stefan Preuss and Punit Bhatia. ABOUT THE GUEST Stefan Preuss heads up the Emerging Technologies Audit…

1
Jeremy Schwartz: Behavioral Finance and Investing 24:59

5M ago24:59

24:59

How can behavioral finance improve your investment strategies? Today on Framework, Jeremy Schwartz, Global Chief Investment Officer at WisdomTree Asset Management, joins Ana Trujillo Limón, Director, Coaching and Advisor Content, for a conversation about behavioral finance in investment strategies. Jeremy reflects on his path to becoming a CIO, inf…

1
Can we use AI to audit itself? 8:34

5M ago8:34

8:34

Artificial intelligence is transforming our lives. How can we audit it? Perhaps, can we use AI to audit itself? This is a trailer from the full episode that will be released next week. So, remember to watch or listen to the fullepisode of the FIT4Privacy Podcast next week. You can listen to The FIT4PRIVACY Podcast conversations at Anchor, iTunes, S…

1
Mary Bell Carlson, Ph.D., CFP®, AFC®: Emotional Intelligence & Client Relationships 32:16

5M ago32:16

32:16

How can advisors create a positive emotional experience with finances and financial planning for their clients? This week on Framework, Mary Bell Carlson, Ph.D., CFP®, AFC®, President of Financial Behavior Keynote Group, joins our host, Ana Trujillo Limón, Director, Coaching and Advisor Content, to explore behavioral finance in client-advisor relat…

1
Ethics in the World of AI & Privacy with Bianca Lopes and Punit Bhatia in The FIT4Privacy Podcast E106 S5 31:20

5M ago31:20

31:20

Ethics in the world of AI. In this thought-provoking episode of The FIT4Privacy Podcast, we're delighted to host a vital conversation between two experts Bianca Lopes and Punit Bhatia. Delving into the complexities and challenges of ethical AI, our discussion navigates through the realms of data privacy, and the broader societal implications of rap…

1
Daniel Crosby, Ph.D.: Money’s Role in The Meaning of Life 31:21

5M ago31:21

31:21

Welcome to the third episode of Framework’s special behavioral finance series. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, is joined by Daniel Crosby, Ph.D., Chief Behavioral Officer at Orion Advisor Solutions, for a glimpse into his experience with the behavioral finance industry and a discussion about the intersec…

1
Is it Scary or Opportunistic? How is the Data World? 7:23

6M ago7:23

7:23

The ethics of artificial intelligence is the branch of the ethics of technology specific to artificially intelligent systems. Ethics in technology-what are the ethical concerns of AI? This is a trailer from full episode that will be released next week. So, remember to watch or listen to the full episode of the FIT4Privacy Podcast next week. You can…

1
Julie Ragatz, Ph.D.: Behavioral Finance Theory & Decision Making 28:02

6M ago28:02

28:02

How can firm owners use behavioral finance theory to make better business decisions? Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Julie Ragatz, Ph.D., Vice President, NextGen and Advisor Development Programs at Carson Group, about the practical applications of behavioral finance theory in business and …

1
Data Governance and Protection Standard of India (DGPSI) with Naavi and Punit Bhatia in The FIT4Privacy Podcast E105 S5 40:00

6M ago40:00

40:00

Data Governance and Protection Standard of India (DGPSI) is now becoming available. And, this will facilitate compliance with privacy laws especially Digital Personal Data Protection Bill of India. In this episode, Punit Bhatia has a conversation with India’s finest data privacy expert Vijayashankar Nagarajarao, commonly known as Naavi. They both t…

1
Samantha Lamas: Understanding and Improving Advisor-Client Relationships 32:47

6M ago32:47

32:47

When told to rework their financial plan by following the PERMA-V framework, 70% of people changed one of their top three goals. This week on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Samantha Lamas, Senior Behavioral Researcher at Morningstar, about the importance of aligning financial advice with clients' …

1
Digital Personal Data Protection Bill of India 7:27

6M ago7:27

7:27

Let us learn about Digital Personal Data Protection Bill of India with Naavi and ask him some questions. Is Privacy a fundamental right in India? How is this right protected in India? What is the country’s privacy landscape? This is a trailer from full episode that will be released next week. So, remember to watch or listen to the full episode of t…

1
Tamsen Butler: Crafting Compelling Stories 27:04

6M ago27:04

27:04

Creating content can seem daunting, even for industry experts like yourself. But whether you’re preparing for a speaking event, writing a blog post, or recording your first podcast episode, what you have to share matters more than how you deliver it. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Tamsen But…

1
How do AI & Privacy Leaders Manage Stress with Julia Milner and Punit Bhatia in The FIT4Privacy Podcast E104 S5 31:23

6M ago31:23

31:23

Leaders face pressure regularly. They juggle additional demands on their time, attention, and focus. Stress takes a toll on a leader’s personal well-being and effectiveness. Effective leaders learn to manage stress when making decisions and motivating others. So how do privacy and AI leaders deal with stress? We talk about this with Prof. Julia Mil…

1
Minna Shada: Consumer Marketing for Advisors 33:53

6M ago33:53

33:53

Are you looking to learn about effective consumer marketing in the financial industry? Today, we look behind the scenes with Ana Trujillo Limón, Director, Coaching and Advisor Content, and Minna Shada, Senior Vice President of Consumer Marketing. Minna talks about her marketing journey since 2013, her pivotal role in partner office marketing, and t…

1
How do AI & privacy experts demonstrate leadership? 9:25

6M ago9:25

9:25

How do AI & privacy experts demonstrate leadership? AI & Privacy experts face pressure on a regular basis. Stress takes a toll on a leader’s personal well-being and effectiveness. Effective leaders learn to manage stress when making decisions and motivating others. So how do privacy and AI take help from leadership expert? This is a trailer from fu…

1
Kalli Fedusenko: Financial Advisor Marketing 28:58

7M ago28:58

28:58

Elevate your financial advisory practice with strategic marketing – it's not just about attracting new clients, but about showcasing your knowledge, amplifying your visibility, and positioning yourself as a trusted advisor, building credibility. Today on Framework, Ana Trujillo Limón, Director, Coaching and Advisor Content, and Odaro Aisueni, Wealt…

1
How can organizations seize the AI opportunity with Balaji Ganesan and Punit Bhatia in The FIT4Privacy Podcast E103 32:55

7M ago32:55

32:55

AI is a huge opportunity for businesses. How can organizations seize this opportunity? Well by understanding how AI works, its opportunities and drawbacks, responsible AI and data security.This is exactly what our guest Balaji Ganesan, Co-Founder and CEO of Privacera and our host Punit Bhatia, CEO of FIT4Privacy are talking about in this episode. T…

1
How to set up AI in a large organization 8:30

7M ago8:30

8:30

How can organizations seize AI opportunities? What are the policies that companies need to include to create a responsible AI framework? We will talk about this with Balaji Ganesan, the CEO and co-founder of Privacera, a software company that enables data democratization without compromising on compliance with data access control, data discovery, a…

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CIPM Podcasts

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