Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
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Total monthly reach
Estimated from 1 chart position in 1 market.
By chart position
- 🇲🇽MX · Management#2001K to 10K
- Per-Episode Audience
Est. listeners per new episode within ~30 days
500 to 5K🎙 ~2x weekly·57 episodes·Last published yesterday - Monthly Reach
Unique listeners across all episodes (30 days)
1K to 10K🇲🇽100% - Active Followers
Loyal subscribers who consistently listen
400 to 4K
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Reach across major podcast platforms, updated hourly
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 10 epsHosts
Recent guests
Recent episodes
Advisor Sunsetting Best Practices
Jun 24, 2026
Unknown duration
OneWealth – Fact or Fiction?
Jun 11, 2026
51m 15s
Mining Gold in Your Database: Using Data to Deepen Relationships and Drive Growth
Apr 24, 2026
54m 32s
Marketing for Organic Growth
Apr 7, 2026
57m 32s
Winning in a Competitive Recruiting Environment
Mar 23, 2026
50m 14s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/24/26 | Advisor Sunsetting Best Practices | For episode #60 we discuss the finer points of advisor sunsetting including structure, timelines, book beneficiary selection, earn-out models, preserving relationships, protecting clients, creating opportunities for the next generation talent, preserving trust, and leveraging a good sunsetting plan for recruiting purposes.Our panel is made up of David Biliter from First Citizens, Keith LeBlanc from Hancock Whitney, and Dan Mayes from Cetera. And LeAnn Rummel from Cetera is our special guest moderator!60 | — | ||||||
| 6/11/26 | OneWealth – Fact or Fiction?✨ | leadership alignmentoperational integration+4 | — | OneWealthStathis Partners, LLC. | — | OneWealthleadership+5 | — | 51m 15s | |
| 4/24/26 | Mining Gold in Your Database: Using Data to Deepen Relationships and Drive Growth✨ | data utilizationclient engagement+3 | Tim SeaseKimberly Sterling | South State BankAmeriprise | — | dataclient engagement+5 | — | 54m 32s | |
| 4/7/26 | Marketing for Organic Growth✨ | digital marketingautomated campaigns+3 | John HarshmanRich Koll+1 | First National BankAlma Bank+1 | — | targeted marketingdigital campaigns+3 | — | 57m 32s | |
| 3/23/26 | Winning in a Competitive Recruiting Environment✨ | recruiting strategiestalent management+3 | Christopher PeacockMarcos Ubinas | Third Coast BankRegions Bank | — | recruitingtalent+5 | — | 50m 14s | |
| 2/15/26 | BISA 2026 & Beyond✨ | BISA evolutionvalue proposition+3 | John OlerioJane-ellen Porter | BISA | — | BISAJohn Olerio+4 | — | 46m 56s | |
| 12/19/25 | Leveraging Sales Assistants✨ | sales assistantsteamwork+3 | Jonathon AllenNajib Khan | Wescom FinancialLangley Financial Services | — | sales assistantsteamwork+3 | — | 1h 01m 02s | |
| 12/16/25 | Maximize your CRM and Elevate Customer Engagement✨ | CRM strategycustomer engagement+4 | Solomon SchmidtBrian Venn | KeyCorpCalifornia Credit Union+1 | — | CRMcustomer engagement+5 | — | 54m 54s | |
| 11/24/25 | The Evolution of Virtual Meetings✨ | virtual meetingspandemic impact+4 | Pete DunlapMichael Miroballi+1 | Citizens BankHuntington Bank+1 | — | virtual meetingsvideo conferencing+4 | — | 49m 50s | |
| 11/21/25 | Building a Career Path✨ | career developmentmentorship+3 | Donna McNeelyVance Richard | Kinecta Federal Credit Unionb1 Bank | — | career pathmentorship+3 | — | 52m 58s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 11/10/25 | Being Creative with Compensation✨ | compensation structuresnon-monetary incentives+3 | Alex SarafianosTory Sherman | RegionsComerica | — | compensationincentives+3 | — | 56m 04s | |
| 11/7/25 | The Magic of the Discovery Process | In this episode with Don Clark of Wintrust and Matt Griffin of Steward Concepts we focus on the best discovery questions and how a good Discovery Process can be the key to your program’s success, and the success of advisors in general.A good Discovery Process is critical to working with the majority of client assets. As we always say, “Your process is your product”. It is the only thing that differentiates you. It defines your client experience. It is your value proposition. And Discovery is the most important part of your process! | — | ||||||
| 9/11/25 | Financial Planning – To Charge or Not to Charge | In this episode we discuss the dynamics around charging for financial planning, and we cover the following related topics: Should you charge, and if so, how much?What defines a plan? Is bundling serves a better strategy than charging for planning alone? What is the evolution of fee-based services?How will the next generations impact these strategies? Our guests are John Olerio from Lighthouse CU and Wes Lacey from Ameriprise. | — | ||||||
| 5/13/25 | Structuring a Good Succession Plan | This episode dives into the finer points of succession planning including the following:the structure of a good succession planthe advisor partnership transitioncareer tracking implicationscompensation, client transitionsleveraging a good succession plan to differentiate the recruiting processOur guests are Merrill Stewart from Allegacy Federal Credit Union and Kyle Stroud from Centennial Bank. | — | ||||||
| 4/14/25 | Navigating Market Volatility | This new podcast episode is derived from the "Breaking News" BISA webinar conducted last week in response to current market conditions.Join John Olerio, BISA President and Head of Wealth Management at Lighthouse CU, Kevin McCarthy, SVP at Synovus Securities, and Anthony Saglimbene, Chief Market Strategist at Ameriprise for a timely 30-minute discussion on how you should be working with your clients during extreme market volatility.Topics include:Coaching advisors to handle client anxiety as well as their own anxiety.Managing proactive communication.Building trustHelping clients stay the course.The importance of financial planningLeveraging the learning moment for advisors who don’t do enough financial planning. | — | ||||||
| 1/30/25 | How to get the rest of your advisors to transition from transactional to advice-based | In this episode we discuss the journey from transactional to advice-based and the related cultural change including topics like the client engagement process, engineering the transition, related hiring practices, nurturing rookies, and related mistakes to avoid.Our guests are:Pete Schmidt of BMO Financial ServicesBrian Venn of California Credit Union | — | ||||||
| 12/23/24 | Creating Differentiation | In this discussion with Robert Corsarie, CEO of Fifth Third Securities, and Terry Powell, Investment Program Manager of Randolph Brooks FCU, we discuss differentiation – a critical component of a successful practice. We cover the following:How to create differentiation.How top advisors execute their differentiation strategies.Leveraging niches.Becoming subject matter experts within those niches. | — | ||||||
| 12/20/24 | Community Building to Win Clients | In this episode we discuss the following:What effective community building means for a financial institution.How community building helps achieve business objectives.The types of organizations should be targeted for community building.Becoming subject matter experts in the community.Community building success stories. Our guests for the episode are:John Olerio from Lighthouse FCU (and incoming BISA President)Tom Hufton from The State Bank | — | ||||||
| 12/16/24 | Second Story Advisor Success | 42In this episode titled “Second Story Advisor Success” we discuss the qualities that make a good book-based advisor, increasing wallet share, AUM, and client retention. In addition we discuss how these second story advisors can be effective mentors.Our guests are Jane Ellen Porter from Wilmington Advisors at M&T, and Kevin McCarthy from Synovus Financial Services. And our special guest co-host is Chris Melton from Ameriprise. | — | ||||||
| 12/9/24 | Leveraging Data for Growth | In this episode titled “Leveraging Data for Growth”, with Brian Venn from California Credit Union and Chris Melton from Ameriprise, we discuss the following: Taking an active approach to data miningLeveraging data across channelsUsing data to identify advisory and planning prospectsUsing data to right-size advisor books | — | ||||||
| 11/21/24 | Leveraging Centers of Influence | Compelling new podcast episode featuring Kimberly Cole and Mike Wyatt of Ameriprise where we discuss the following:Developing relationships with COIs inside and outside the institution. The best COIs to work with. How to build trust with COIs. Fostering two-way referrals. Community building with COIs | — | ||||||
| 9/11/24 | Fostering Cross-Departmental Cooperation | In this episode we discuss working effectively as a team cross-departmentally to better and more seamlessly service a broader array of client needs, and consequently manage more assets. We cover subjects that include embracing the value propositions of other departments, collaborative discovery meetings, and supercharging referral flow.Our guest is Merrill Stewart of Allegacy Federal Credit Union who has done a very impressive job of integrating wealth management into the institution and unifying the organization. | — | ||||||
| 6/13/24 | Leveraging Advisor Mentorships | In this episode we will discuss the following:Successful advisor mentorship structuresRookie advisor career pathingSuccession planning mentorshipsMentorship mistakes to avoidOur guests for this discussion are…Solomon Schmidt – National Executive of Wealth – Key Investment ServicesMatthew Griffin - Managing Director – Steward Concepts (Family Trust CU)Jason Driver – Financial Advisor – Steward Concepts (Family Trust CU)Join us for valuable insights on implementing a successful mentorship program! | — | ||||||
| 5/28/24 | The State of Advisor Training | For this episode titled “The State of Advisor Training” we discuss current tactics and challenges related to advisor training as our channel evolves from a transactional-based model to more of a relationship-based wealth management model. Part of that equation is also the growing prominence of technology as an enabler in that regard, and how those dynamics affect training strategies. Join us as our panelists, David Chan from Citibank, and Joshua Hinsch from Ameriprise provide insights. | — | ||||||
| 3/15/24 | Leveraging Technology to Gather Assets | In this episode we discuss leveraging technology to enhance the client experience, engender trust, optimize client discovery, identify next best actions, and strike a balance between high-tech and high-touch. Our guests include Jonathon Allen, President of Wescom Financial Services, and Scott B. Wilkins, VP of Ameriprise’s Advisor Business Development Group | — | ||||||
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Chart Positions
1 placement across 1 market.
Chart Positions
1 placement across 1 market.