Best Richard Rieman Podcasts (2024)

1
[Perspective Series] The Art of Wonder: Solving Problems Through Magic With Dan Trommater 36:25

3h ago36:25

36:25

Dan Trommater is a captivating magician and keynote speaker renowned for his ability to challenge assumptions and inspire fresh perspectives. With over two decades of experience, he has graced over 1000 events, including a TEDx talk. Drawing on his 25 years as a magician, Dan seamlessly blends illusion with motivational messaging to empower clients…

1
[AI Series] The AI Edge: Supercharging Financial Advisors With Denis Konoplev 30:43

4d ago30:43

30:43

Denis Konoplev is the CEO of Munin AI, a company at the forefront of using artificial intelligence to empower financial advisors. With over a decade of experience in entrepreneurial ventures, he has a track record of successful startups in various sectors. A non-technologist with a keen eye for applying innovative solutions to real-world business p…

1
Transforming Financial Services With a Customer-First Approach With David Crow 28:58

11d ago28:58

28:58

David Crow is the President of Axos Clearing, a full-service clearing firm focused on the success of broker-dealers and registered investment advisors. At Axos Clearing, he prioritizes understanding unique client challenges to tailor effective solutions, enabling business leaders to anticipate future challenges and opportunities. With a 25-year car…

1
Leveraging AI and Process for Client Wins With Justin Bolmgren 30:43

18d ago30:43

30:43

Justin Bolmgren is the Chief Process Maestro at William Joseph Capital Management, an SEC-registered investment advisor. In his role, Justin specializes in streamlining operations for independent financial advisors. He is a seasoned financial planning professional with over two decades of experience in the financial services industry. His expertise…

1
CRM Mastery: Empowering Financial Advisors for Success With Stephanie Dannebaum 34:44

26d ago34:44

34:44

Stephanie Dannebaum is the Founder and CRM Consultant of Stephanie Dannebaum Consulting, a firm specializing in elevating CRM systems for financial advisors and planners. With a decade of experience in operations, investment management, and financial planning, she has worked extensively with CRM platforms like Redtail and Wealthbox CRM. Stephanie's…

1
Maximizing Efficiency in Client Documentation With Corey Westphal 34:01

1M ago34:01

34:01

Corey Westphal is the Founder and CEO of Mobile Assistant, a FinTech company specializing in professional dictation services. Mobile Assistance emphasizes the accuracy and security of dictated notes facilitated by a US-based team. With over 26 years in the transcription industry, Corey began his entrepreneurial journey with a medical transcription …

1
Maximizing Customer Success Through Intelligent Cash Management With Michael Halloran 34:57

1M ago34:57

34:57

Michael Halloran is the Head of Business Development at MaxMyInterest, a company revolutionizing how clients optimize their cash assets. With a history of launching banking solutions at Morgan Stanley and being part of the first online bank in the UK, he brings a wealth of experience to FinTech. Michael focuses on building relationships with wealth…

1
Revolutionizing Advisor-Client Interactions Through AI With Tom Rieman 36:28

2M ago36:28

36:28

Tom Rieman is the CEO and Founding Partner of Practice Intel, a cutting-edge platform designed to enhance advisor-client relationships through AI-driven simulations, research deployment, and strategic data analysis. With over 25 years of expertise in wealth management, he offers a deep understanding of the asset management distribution and broker-d…

1
[Perspective Series] Secrets to Winning at Golf and Life With Bobby Steiner 40:21

2M ago40:21

40:21

Bobby Steiner is the Director of Golf Instruction at Horseshoe Bay Resort. He is a multifaceted golf professional, fitness instructor, motivational speaker, and author of four books. Renowned for his Bobby Steiner Golf YouTube channel, Bobby also manages channels dedicated to fitness, karate, and success paradigms. A proponent of the mental aspect …

1
Networking Like a Pro: Matt McCoy’s Secrets to LinkedIn Success 33:26

2M ago33:26

33:26

Matt McCoy is the Co-founder and CEO of Jobby, a company that specializes in helping individuals build thought leadership content on LinkedIn. A serial entrepreneur, he started his entrepreneurial journey at 18 with a barbecue cleaning business, securing a half-million dollar investment deal on national TV while still in college. After selling that…

1
Building Resilience for Customer Success with Chrissy Myers 35:15

2M ago35:15

35:15

Chrissy Myers is the CEO of Associated Underwriters Insurance (AUI) and Clarity HR, specializing in insurance benefits and HR services for small and medium-sized businesses. With over five years leading Clarity HR and helming AUI, she is an innovative leader in a third-generation family business. As an advocate for community service, Chrissy champi…

1
Jason Mandel’s Guide To Tax-Free Growth and Asset Protection 33:34

3M ago33:34

33:34

Jason Mandel is the Founder and CEO of The Mandel Family Office with a rich history on Wall Street, having started at distinguished firms like Cantor Fitzgerald and D.E. Shaw. He possesses extensive experience in wealth management and insurance strategies, striving to add value and ensure transparency in client relationships. A passionate advocate …

1
Emotional Sales Methodology of Empathy and Connection With Sam Wakefield 35:34

3M ago35:34

35:34

Sam Wakefield is the Founder and CEO of Close It Now, a sales system designed to help individuals and businesses increase their closing rates. He is a celebrated luminary in HVAC, known for his innovative and unique approach to sales, training, and personal development. He has not only sold millions of dollars in equipment, but he has won multiple …

1
Building Fintech Businesses in Data Privacy With Sid Yenamandra 36:59

3M ago36:59

36:59

Sid Yenamandra is the Founder and CEO of Surge Ventures, a privacy tech venture studio. Surge Ventures helps create data governance, privacy, and compliance management startups in regulated industries. Sid is an accomplished entrepreneur and software executive with a proven track record of success in cybersecurity and information governance. He has…

1
Unleashing Your Potential as a Breakaway Advisor With Jason Barber 38:35

3M ago38:35

38:35

Jason Barber is the Founder and CEO of Uptick Partners, a firm that helps advisors break away to become fully independent. He is a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS) with over 12 years of experience in the financial services industry. Jason is also the Founder and CEO of Holistic Planning, a fee-only…

1
Streamlining Document Processes With Digital Vaults With Clifton Schaller 37:26

4M ago37:26

37:26

Clifton Schaller is the Chief Growth Officer at FutureVault, a market-leading provider of secure document exchange and digital vault solutions for the financial services and wealth management industry. With a background in corporate development, product management, and strategic partnerships, he is responsible for driving the intersection of top-li…

1
Improving Customer Experience and Growth Through Operations With Jen Goldman 31:41

4M ago31:41

31:41

Jen Goldman is the Founder of My Virtual COO, a firm helping businesses transform their operations with less stress, struggles, and missteps. She has over 30 years of experience as a business operations transformer, having helped over 1000 businesses thrive. She has taught her methods at national conferences, and her work has been published by Inc …

1
Gamifying Courses: The Future of Education With Murray Gray 32:39

4M ago32:39

32:39

Murray Gray is the Co-founder of Xperiencify, a platform helping course creators get more people to complete their online courses. He is the developer of the “Experiencification” methodology: a powerful combination of techniques from the fields of games, adult learning psychology, and the gambling industries. A self-taught marketer and entrepreneur…

1
Becoming an Olympic-Level Leader Through Coaching With Sherry Winn 37:59

4M ago37:59

37:59

Sherry Winn is the Founder and CEO of The Winning Leadership Company, a firm specializing in developing leaders who inspire their teams to work at championship levels. She is a two-time Olympian, National Championship Basketball Coach of the Year, and a three-time Amazon best-selling author. Sherry is also an internationally renowned speaker who fr…

1
[AI Series] AI Note-Taking for Financial Advisors With Daniel Yoo 33:41

5M ago33:41

33:41

Daniel Yoo is the Founder of FinMate AI, an AI note-taking assistant designed by financial advisors, for financial advisors. He spent the first seven years of his career as a financial advisor for renowned firms such as Equitable, TD Ameritrade, and Schwab before transitioning to lead operations and fintech. Drawing on his experience in the advisor…

1
Scaling Business Through Community as an RIA With Joe Moss 37:32

5M ago37:32

37:32

Joe Moss is the Co-founder of Pro Advisor Suite, a group of independent RIAs brought together to save money, simplify tech selection, and provide discounts on innovative tech solutions. He is the curator of Conneqtor, a community for financial advisors. As an RIA operator and industry expert, Joe is committed to positioning financial advisors and a…

1
[AI Series] Driving Business Success Through Digital Transformation With Eric Bourget 33:11

5M ago33:11

33:11

Eric Bourget is the Founder and CEO of HalfSerious, a renowned product innovation studio known for its exceptional creativity and unrivaled technological expertise. The company specializes in designing and creating bespoke software solutions that enable businesses to achieve their growth. With a strong background in the video game industry, Eric br…

1
The Value of Creating Personalized Financial Services Experiences With Valarie Vest 31:32

5M ago31:32

31:32

Valarie Vest is the Executive Vice President and Chief Experience Officer of Cambridge Investment Research, an internally-controlled financial solutions firm dedicated to serving independent financial advisors and their clients. The company offers a range of flexible solutions, including advising, growth, technology, independence, and more. Valarie…

1
[AI Series] AI for Wealth Management Marketing With Jonathan Michael 29:37

5M ago29:37

29:37

Jonathan Michael is the Founder and CEO of Wealth I/O, a firm helping independent RIAs capture new clients with AI-powered marketing technology. With over 10 years as a MarTech executive, he has a proven track record of building and growing successful AI and digital marketing companies. Jonathan is a keynote speaker and a contributing writer for En…

1
Harnessing the Power of Online Ratings and Reviews With Whit Lanier 32:42

6M ago32:42

32:42

Whit Lanier is the Founder and CEO of Amplify Reviews, the market leader for collecting and publishing verified first-party and third-party reviews online. His previous startup was a healthcare review technology vendor that processed over 60 million patient reviews by 2021. Additionally, he has achieved a black belt in jujitsu and recorded music al…

1
Embracing Technology for Next-Level Wealth Management With Reed Colley 34:34

6M ago34:34

34:34

Reed Colley is the Co-founder and CEO of Summit Wealth Systems, a firm specializing in assisting advisors and their clients by utilizing innovative technology to cultivate mindsets and keep them on track. With over 20 years in the tech industry, he began his career with Black Diamond Performance Reporting in 2003 — the first cloud-based portfolio m…

1
Embrace Technology: Gain a Competitive Edge in Wealth Management With Jeff Schwantz 34:27

6M ago34:27

34:27

Jeff Schwantz is the Chief Revenue Officer of Advisor360°, a holistic wealth management platform that helps enterprises and advisors accelerate their digital transformation. He is responsible for the company’s revenue generation strategy, execution, and go-to-market approach. With over 24 years of experience in the financial services industry, Jeff…

1
I Will Always Be Proud of You 10:54

6M ago10:54

10:54

The Audiobook Wizard presents; I Will Always Be Proud of You The timeless story empowers children to be the best they can be. It explores the many wonderful possibilities in life, and reassures children that they will be loved unconditionally whatever they choose to be. The Audiobook Wizard partners with ⁠Imagination Storybooks⁠, and its audiobook …

1
[AI Series] Streamlining Operations With Cutting-Edge AI Technology With Babu Sivadasan 35:19

6M ago35:19

35:19

Babu Sivadasan is the Co-founder & CEO of JIFFY.ai, a full-stack platform that enables banks, financial services companies, and Fortune 500 organizations to solve their pressing operational and efficiency challenges. He has more than 20 years of experience working in engineering, including six years as Group President at Envestnet. Previously, Babu…

1
Winnie the Pooh: Chapter 7 23:14

7M ago23:14

23:14

The Audiobook Wizard presents; Winnie the Pooh: Chapter 7 We are honored to continue the accessible story of Winnie the Pooh, the original 1926 book by A.A. Milne. And here is Chapter Seven! The Audiobook Wizard partners with ⁠Imagination Storybooks⁠, and its audiobook division, Illustrated Audiobooks, to create and publish accessible audiobooks an…

1
Simplifying Business Processes for Financial Advisors With Louis Retief 34:24

7M ago34:24

34:24

Louis Retief is the Co-founder and CEO of Hubly, a process management system that provides efficiency and visibility to financial advisory firms. With five years of experience in the robo-advisory space, he developed a passion for helping advisors enhance the delivery of their services. As a leader, he guides his team through challenges and creates…

1
Milly & Coco 19:49

7M ago19:49

19:49

The Audiobook Wizard presents; Milly & Coco 'Milly & Coco', tells the story of a little mouse named Milly. In the house where she lives, there 's a new pet cat: Coco. When Milly looks out of her little mousehole, she always sees Coco eating. And Milly knows that Cats eat little mice! That's what how they were in the stories that her mummy used to r…

1
Delivering an Experience: A Custom Tailor’s Tips With Rocky Chugani 34:37

7M ago34:37

34:37

Rocky Chugani is the Owner and Designer of Rocky's Custom Clothes. He is an expert tailor specializing in custom-made, bespoke garments for the individual. Rocky's clients include renowned Hollywood celebrities such as Steve Harvey, Jay Leno, Jeff Probst, Maurice Chestnut, and many more. For the past 35 years, he has strived to maintain the highest…

1
Katy Has Two Grampas 20:31

7M ago20:31

20:31

The Audiobook Wizard presents; Katy Has Two Grampas Katy's world is so much brighter because of her gay grampas! She is SO excited to bring them to school for Grandparent's Day. However, Katy discovers that she has to introduce them to the class. Katy has a lisp and is terrified everyone will make fun of her, usually choosing to remain silent. Disc…

1
[AI Series] Building an AI Tool for Financial Compliance With Mamal Amini 33:57

7M ago33:57

33:57

Mamal Amini is the Co-founder and CEO of GovernGPT, an AI that understands financial sector regulations for the SEC and FINRA. It reviews marketing materials for sales communications and provides real-time feedback at the point of creation. Mamal is an AI scientist holding an MS in computer science from McGill University. In this episode… Complianc…

1
Have You Seen My Friends? 14:17

7M ago14:17

14:17

The Audiobook Wizard presents; Have You Seen My Friends? Oh, how did I lose them? What a good question, my dear. Allow me to share who my three friends are and how you never want to let go of them on your journey through life. They seem to hang out around friends like you-kind, welcoming, and real. Have you seen my friends? The Audiobook Wizard par…

1
Tips for Wealth Management: An RIA Perspective With Chuck Failla 31:48

7M ago31:48

31:48

Chuck Failla is the Founder and CEO of Sovereign Financial Group, an independent and family-owned RIA firm that delivers integrated and unbiased advice for their clients. He is a financial planner with over 25 years of experience. Chuck is also the Director of Sovereign Advisors Solutions and serves on the Board of Directors for the Financial Plann…

1
Mickey on the Move: Farming 9:09

7M ago9:09

9:09

The Audiobook Wizard presents; Mickey on the Move: Farming He and his mom take pride in farming and gardening together, doing everything from raising chickens to growing delicious fruits and vegetables in their backyard orchard. Mickey, who was born with deafness in both ears, has overcome obstacles to fully enjoy the great outdoors. His Aqua Cochl…

1
[AI Series] Thriving as a Financial Advisor Using AI-Powered Tools With Gabe Rissman 35:36

8M ago35:36

35:36

Gabe Rissman is the Co-founder and President of YourStake, a firm that provides technology solutions that power personalization for advisors. He holds a BS in computational astrophysics from Yale, where he also led Yale's fossil fuel divestment movement and managed the Socially Responsible Investing Fund. Under his leadership. Gabe is a board membe…

1
I Want to See the Galaxy 8:02

8M ago8:02

8:02

The Audiobook Wizard presents; I Want to See the Galaxy Stellar loves to gaze up at the sky and imagine what is beyond the clouds. Explore the galaxy through the vivid imagination of Stellar, as she and her friend put on their astronaut spacesuits and blast into the universe illuminated with stars, planets, and infinite possibilities. The Audiobook…

1
[AI Series] How To Utilize Work Automation and AI With Alane Boyd 31:49

8M ago31:49

31:49

Alane Boyd is the Co-founder and President of BGBO Co., an operations and growth strategy agency utilizing AI and automation to improve efficiency for their clients. She is also the CEO of Arvo, an AI-powered sales tool. As a serial entrepreneur, Alane has been featured in Entrepreneur, HuffPost, South by Southwest, PBS, Today in Nashville, and man…

1
How Far is Heaven 10:25

8M ago10:25

10:25

The Audiobook Wizard presents; How Far is Heaven In this comforting children's book, a boy is feeling sad after losing his grandfather. Through a loving, compassionate and patient conversation, his mother answers all of his questions. She explains that even though we may not see our loved one any more, they still live on. They continue to surround …

1
Navigating Transitions: Expert Tips for Advisors With Ryan Shanks 28:08

8M ago28:08

28:08

Ryan Shanks is the Co-founder and CEO of FA Match, the industry’s only data-driven solution for advisor recruiting. Previously, he was the Founder and CEO of Finetooth Consulting, which provided transition consulting, outsourced recruiting, and succession planning to financial advisors within the United States. With over 22 years of experience in f…

1
Flora Meets a Bee 21:37

8M ago21:37

21:37

The Audiobook Wizard presents; Flora Meets a Bee The story of eight-year-old Flora, who has lived in six foster homes since the age of five. One day Flora meets Bee and their budding friendship changes everything. Bee understands Flora no matter what language she speaks or how much she avoids sharing her true feelings. Flora sees the kindness just …

1
Achieving Sustainable Growth as an Agency Owner With Frank Cowell 40:25

8M ago40:25

40:25

Frank Cowell is the Chief Revenue Officer of Revenue Ranch, a coaching and training organization for professional service firms. With 20 years of entrepreneurial experience, he works closely with founders to help them achieve predictable revenue, more profit, and personal freedom. Before Revenue Ranch, Frank was the CEO of Digitopia Agency. He is a…

1
Winnie the Pooh: Chapter 6 23:48

8M ago23:48

23:48

The Audiobook Wizard presents; Winnie the Pooh: Chapter 6 We are honored to continue the accessible story of Winnie the Pooh, the original 1926 book by A.A. Milne. And here is Chapter Six! The Audiobook Wizard partners with Imagination Videobooks, and its audiobook division, Illustrated Audiobooks, to create and publish accessible audiobooks and vi…

1
Achieve Work-Life Balance With a Household Assistant With Kara McKeage 30:19

8M ago30:19

30:19

Kara McKeage is the CEO of Pepper’s Personal Assistants, a brand that serves busy executive households by outsourcing their errands, chores, and projects. As founder, she firmly believes that receiving support is not a luxury but a necessity for successful people. She is the Accelerator Communications Lead Board Member at Entrepreneur’s Organizatio…

1
The Brave Little Crab 7:50

9M ago7:50

7:50

The Audiobook Wizard presents; Clea's Rescue Squad Follow the adventures of a little crab with a missing claw. Even though life with just 1 claw wasn't easy, he learned to take advantage of being different and was able to help his fellow crab when no one else could! Because sometimes the thing that makes you different can be the very thing that mak…

1
Navigating the Angel Investment Landscape as Investors With Ben Pidgeon 31:53

9M ago31:53

31:53

Ben Pidgeon is the Executive Director of VisionTech Partners, an angel investing group where inventors, entrepreneurs, investors, and universities converge to develop innovative technologies. He focuses on recruiting qualified investors, screening investment opportunities, hosting pitch events, and overseeing the group’s stringent due diligence pro…

1
Miss Crabapple and Her Magical Violin 23:29

9M ago23:29

23:29

The Audiobook Wizard presents; Miss Crabapple and Her Magical Violin The bell rang for the next class to begin, and the fifth graders walked into music class. Miss Crabapple stood with her back to the students as she wrote her name on the chalkboard. That was the first day of fifth grade with a grumpy teacher whom everyone feared. As the school yea…

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Richard Rieman Podcasts

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