सर्वश्रेष्ठ Jeff Baskin पॉडकास्टस (2024)

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The Jewish Lens presents: The CEO of the Institute for Black Solidarity with Israel,Dumisani Washington! 59:46

3d ago59:46

59:46

This week, the Jewish Lens presents the CEO of the Institute for Black Solidarity with Israel,Dumisani Washington! Dumisani talks about his organization, his book Zionism and the Black Church: Why Standing with Israel Will Be a Defining Issue for Christians of Color in the 21st Century, the roots of radicalization in the colleges, combating propaga…

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Manage Your Firm & Clients Incrementally [175] 33:49

3d ago33:49

33:49

Host of Elementality, Jordan Haines, CFP®, is joined by Adam Frederico, a personal finance outsider and EOS Implementer. Adam runs and operates a landscaping business and has become an expert in all things EOS (Entrepreneur Operating System). During this discussion Jordan and Adam talk about how financial advisors can get their business out of thei…

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Baskin-Robbins 1:06:53

6d ago1:06:53

1:06:53

Reilly and Alf are reading Reviews on Baskin Robbins while trying to depose of the young king and put clothes on dogs. >>>>><<<<< Follow at: IG: @reillyanspaugh @alfredinnit Twitter: @reilecoyote Join the discord here! Produced by Daniel Ramos @Schubirds Advertise on Review Revue via Gumball.fm See Privacy Policy at https://art19.com/privacy and Ca…

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Plan For Now, Not The Future [174] 9:49

11d ago9:49

9:49

Host of Elementality, Jordan Haines, CFP®, outlines how financial advisors often miss the opportunity to articulate real value to people by just focusing on the future benefits of financial planning. Benefits liek increased net worth, higher probability of success, and future peace of mind are often hard for people to internalize. Instead, financia…

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Drive In Theaters 1:14:33

13d ago1:14:33

1:14:33

Alf and Reilly are back like that part in Charlie and the Chocolate Factory. No not that part, before that, no after that, yeah that one. >>>>><<<<< Follow at: IG: @reillyanspaugh @alfredinnit Twitter: @reilecoyote Join the discord here! Produced by Daniel Ramos @Schubirds Advertise on Review Revue via Gumball.fm See Privacy Policy at https://art19…

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The Jewish Lens presents: author Nora Raleigh Baskin! 1:13:29

14d ago1:13:29

1:13:29

This week on the Jewish Lens podcast, Jonathan Rosen chats with author Nora Raleigh Baskin! Nora discusses her path to publication, discovering her Judaism at a later age, writing for kids vs adults, how the events of her early childhood impacted her writing, & much more!द्वारा Jonathan Rosen

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Beyond The Financial Plan w/ Ashley Quamme [173] 34:51

18d ago34:51

34:51

Host of Elementality, Jordan Haines, CFP®, invites Ashley Quamme, founder and Fractional Financial Behavior Officer at Beyond The Plan, to talk about the most important emotional jobs that advisors need to be aware of when serving clients. In a world where personal finances and emotions are so intertwined, Jordan and Ashley explore some important c…

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Arcades 2 1:23:22

20d ago1:23:22

1:23:22

Alf and Reilly are back and they're totally Ms. Pacman's type. >>>>><<<<< Follow at: IG: @reillyanspaugh @alfredinnit Twitter: @reilecoyote Join the discord here! Produced by Daniel Ramos @Schubirds Advertise on Review Revue via Gumball.fm See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-…

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The Jewish Lens presents: author, Howard Lovy! 43:06

21d ago43:06

43:06

This week, the Jewish Lens presents: author, Howard Lovy! Howard discusses the methods used to foster antisemitism in the schools, his upcoming book: From Outrage to Action: A Practical Guide to Fighting Antisemitism., the current environment for Jews within publishing, the publishing company that he's helping to found, & much more!…

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The Jewish Lens presents the manager of the Israel National Baseball Team, Nate Fish! 45:18

25d ago45:18

45:18

This week on the Jewish Lens, I chat with the manager of the Israel National Baseball Team, Nate Fish! Nate discusses playing for Team Israel in the Olympics, and the World Baseball Classic, the feeling of responsibility of playing for Jews around the world, the Israel Baseball America program, being the first manager of the beloved Savannah Banana…

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Don't Miss Your Client's Emotional Threads [172] 9:15

25d ago9:15

9:15

Host of Elementality, Jordan Haines, CFP®, discusses the importance of being curious with clients even in the most functional of interactions. It’s often while discussing financial data, presenting the financial plan, or even just chatting with a client that an emotional response will be triggered. But if you’re not looking for it, you may miss an …

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Face Painting Kits 1:19:04

27d ago1:19:04

1:19:04

Reilly and Alf find money behind eachothers ears and perform a piano concerto on this weeks episode of Review Revue. >>>>><<<<< Follow at: IG: @reillyanspaugh @alfredinnit Twitter: @reilecoyote Join the discord here! Produced by Daniel Ramos @Schubirds Advertise on Review Revue via Gumball.fm See Privacy Policy at https://art19.com/privacy and Cali…

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The Jewish Lens presents: The Former Director of PJ Our Way: Catriella Freedman! 1:15:29

1M ago1:15:29

1:15:29

This week, host Jonathan Rosen chats with the former director of PJ Our Way, Catriella Freedman! Catriella discusses her time at PJ Library and the criteria used to select books, antisemitism on college campuses, the state of publishing with regard to Jews, being an associate producer on a documentary featuring John Kenneth Galbraith and William F.…

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Focus Only On Foundational Behaviors w/ Joshua Humada [171] 23:51

1M ago23:51

23:51

Host of Elementality, Jordan Haines, CFP®, and Josh Humada, founder of Boundless Wealth, discuss the value of focusing on core financial behaviors with clients rather than over-optimizing each person we work with. They explore the question “what if we could build a successful financial advice business by only delivering on these core habits and beh…

1
Slime 1:11:47

1M ago1:11:47

1:11:47

Alf and Reilly are reviewing Slime while working in the lab, and having an afterwork chat. >>>>><<<<< Follow at: IG: @reillyanspaugh @alfredinnit Twitter: @reilecoyote Join the discord here! Produced by Daniel Ramos @Schubirds Advertise on Review Revue via Gumball.fm See Privacy Policy at https://art19.com/privacy and California Privacy Notice at h…

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The Jewish Lens presents former Neo Nazi leader, and current speaker for the Wiesenthal Center: Jeff Schoep! 57:11

1M ago57:11

57:11

This week on the Jewish Lens, Jonathan Rosen chats with former Neo Nazi leader, and current speaker for the Simon Wisenthal Center: Jeff Schoep. Jeff discusses how he got involved and indoctrinated into the Neo Nazis, how he underwent a transformation through the assistance of musician and activist Daryl Davis, his work for the Simon Wiesenthal Cen…

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Do These 2 Things Before You Do A Financial Plan [170] 12:04

1M ago12:04

12:04

Host of Elementality, Jordan Haines, CFP®, discusses two things every financial advisor should do with a client before they engage in financial planning with them: Step 1: Ensure the client is sufficiently oriented to their financial situation Step 2: Ensure the client has the foundational financial behaviors in place Jordan explores why every advi…

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Fanny Packs 1:18:11

1M ago1:18:11

1:18:11

Alf and Reilly need someone to take their side as they fail to make it on broadway. >>>>><<<<< Follow at: IG: @reillyanspaugh @alfredinnit Twitter: @reilecoyote Join the discord here! Produced by Daniel Ramos @Schubirds Advertise on Review Revue via Gumball.fm See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://…

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The Jewish Lens presents author Debbie Reed Fischer 39:29

2M ago39:29

39:29

Author Debbie Reed Fischer joins host Jonathan Rosen, as they discuss Debbie's journey to publication, her books, the state of publishing with regard to Jewish content, and much more!द्वारा Jonathan Rosen

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What Is Financial Orientation? w/ Brandon Galici [169] 38:41

2M ago38:41

38:41

In this episode of Elementality Jordan Haines talks with Brandon Galici, founder of Galici Financial, about the standalone value of orienting people to their financial situation. In particular, they explore real-life examples of when orienting someone to their financial situation may be the very thing that they want from a financial advisor, and no…

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Surf Lessons (w/ Amanda Lifford and Ann Maddox!) 1:23:16

2M ago1:23:16

1:23:16

Reilly and Alf are joined by comedians Amanda Lifford and Ann Maddox as they attract the wrong crowd in this special guest episode of Review Revue! >>>>><<<<< Follow at: IG: @reillyanspaugh @alfredinnit Twitter: @reilecoyote Join the discord here! Produced by Daniel Ramos @Schubirds Advertise on Review Revue via Gumball.fm See Privacy Policy at htt…

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How To Build A Marketing Strategy w/ Jeff & Abby [168] 39:36

2M ago39:36

39:36

To register for the workshop go here: https://getelements.com/resources/webinar/how-to-choose-the-right-marketing-strategy/ In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing get ready for our upcoming Marketing Strategy Workshop and explore how advisors can lay the fou…

1
Sparklers 1:30:04

2M ago1:30:04

1:30:04

It seems today that all you hear is Alfred singing intros while Reilly asks for themes. But where are those good old fan submissions on which we used to rely? >>>>><<<<< Follow at: IG: @reillyanspaugh @alfredinnit Twitter: @reilecoyote Join the discord here! Produced by Daniel Ramos @Schubirds Advertise on Review Revue via Gumball.fm See Privacy Po…

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Financial Coach Vs. Financial Planner w/ Taylor Westergard [167] 33:23

2M ago33:23

33:23

In this episode of Elementality, Jordan Haines, CFP® chats with Taylor Westergard, CFP®, AFC®, founder and financial coach at Evolving Money - a financial coaching firm focused on helping people understand their cashflow and be more intentional with their spending. They discuss the difference between a financial coach and a financial advisor, speci…

1
Super Soakers 1:05:59

2M ago1:05:59

1:05:59

Alf and Reilly are back and they forgot to bring an extra super soaker while simultaneously taking a blast to the gut. >>>>><<<<< Follow at: IG: @reillyanspaugh @alfredinnit Twitter: @reilecoyote Join the discord here! Produced by Daniel Ramos @Schubirds Advertise on Review Revue via Gumball.fm See Privacy Policy at https://art19.com/privacy and Ca…

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Understanding Client Spending w/ Erik Baskin [166] 34:09

2M ago34:09

34:09

In this episode of Elementality Jordan Haines talks with Erik Baskin, founder of Baskin Financial, about client spending. After discussing Erik’s journey into financial services and why experimenting has brought him explosive growth, they discuss how to incorporate budgeting and spending tracking into his process.…

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Beer Gardens 1:05:58

2M ago1:05:58

1:05:58

Alf and Reilly do a dumb dumb and visit a sex club in Berlin. <><><> Lyrics if you want to sing along I guess. <><><> Oh well her name is Frahny Rosen And shes got a special trait Yeah I know she must be chosen And if not it must be fate What I’m bout to be exposing You can see it on her face It’s this itty bitty feature filled with dignity and gra…

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6 Tips To Enhance Advisor Marketing w/ Abby & Jeff [165] 32:33

2M ago32:33

32:33

In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing talk about the six things advisors can implement to enhance their marketing efforts. These tips include: Help prospects know, like and trust you Identify your prospects’ pain points Know your prospects’ language Stay to…

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Petco 1:22:17

3M ago1:22:17

1:22:17

This week Alf and Reilly go to where the pets go and get into office humour, the origin of orangutangs, and mustard seeds. >>>>><<<<< Follow at: IG: @reillyanspaugh @alfredinnit Twitter: @reilecoyote Join the discord here! Produced by Daniel Ramos @Schubirds Advertise on Review Revue via Gumball.fm See Privacy Policy at https://art19.com/privacy an…

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Unlock Growth By Serving The Underserved w/ Michael Kitces [164] 1:01:41

3M ago1:01:41

1:01:41

In this episode of Elementality Reese Harper is joined by Michael Kitces, Chief Financial Planning Nerd, and co-founder of XY Planning Network as they discuss trends in advisory firm growth. Michael shares his personal journey and strategies for writing impactful content, growing a financial advisory practice, and exploring new service models like …

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Carousels 1:10:32

3M ago1:10:32

1:10:32

Alf and Reilly kill it at miming at the park and design the greatest carousel in this weeks episode of Review Revue! >>>>><<<<< Follow at: IG: @reillyanspaugh @alfredinnit Twitter: @reilecoyote Join the discord here! Produced by Daniel Ramos @Schubirds Advertise on Review Revue via Gumball.fm See Privacy Policy at https://art19.com/privacy and Cali…

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Delivering Value To Clients Sooner w/ Abby Morton 31:01

3M ago31:01

31:01

In this episode of Elementality Jordan Haines, CFP® is joined by Abby Morton, CFP®, Director of Advisor Success at Elements. They discuss an important aspect of a new client’s and a prospect’s initial journey with a financial advisor: time to value. Listening to this conversation you’ll learn that while taking a long time (i.e. 45 days) to deliver …

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Great Wolf Lodge 1:36:33

3M ago1:36:33

1:36:33

Alf and Reilly are back and are staying at the stinkiest indoor waterpark in town! >>>>><<<<< Follow at: IG: @reillyanspaugh @alfredinnit Twitter: @reilecoyote Join the discord here! Produced by Daniel Ramos @Schubirds Advertise on Review Revue via Gumball.fm This episode is sponsored by/brought to you by BetterHelp. Give online therapy a try at be…

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Marketing The Right Way w/ Robert Sofia 36:24

3M ago36:24

36:24

Today Reese Harper talks with Robert Sofia, CEO and founder of Snappy Kraken, a marketing automation tool for financial advisors. Reese and Robert explore Robert's unique journey to starting Snappy Kraken. They also discuss the type of content that Robert has seen work with financial advisors, and they unique tips and tricks advisors can implement …

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Turtlenecks (w/ Ryan Hopkins!) 1:47:40

3M ago1:47:40

1:47:40

Reilly and Alfred are joined by producer and filmmaker Ryan Hopkins as they return a house and cosplay Steve Jobs. >>>>><<<<< Follow at: IG: @reillyanspaugh @alfredinnit Twitter: @reilecoyote Join the discord here! Produced by Daniel Ramos @Schubirds Advertise on Review Revue via Gumball.fm See Privacy Policy at https://art19.com/privacy and Califo…

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Finding The AI Sweetspot w/ Denis Konoplev 24:36

3M ago24:36

24:36

Today we talk with Denis Konoplev, co-founder of paraplanner.ai, an AI tool for advisors to use in place of a traditional paraplanner. In this show we talk about Denis’s journey from a financial planning client to creating AI technology for financial advisors. We discuss where AI makes the most sense in an advisor’s workflow, and where a human advi…

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Jeff Baskin पॉडकास्टस

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