Libsyn Directory

Money Matters 325- Shut the F up and Listen ! W/ Matt Halloran

Release Date: 02/13/2025

Money Matters Episode 339-AI Workers, Not Chatbots: How Advisors Scale with Digital Co-Workers W/Jonathan Michael

MONEY MATTERS with Christopher Hensley

What if financial advisors didn’t just use AI tools—but had AI workers supporting their business? In this episode of Money Matters, host Chris Hensley is joined by Jonathan Michael, Director of Growth at TIFIN AXIS, to unpack what AI agents really are, how they differ from chatbots, and why they’re quickly becoming a practical way for advisory firms to scale. Jonathan brings a founder’s perspective from both EdTech and WealthTech and focuses on one core idea: AI should take on the operational, repetitive work that slows firms down—so advisors can spend more time where they add the...

Money Matters Episode 338- Fiduciary in All Things w/ George Kinder

MONEY MATTERS with Christopher Hensley

In this powerful conversation, host Christopher Hensley, RICP®, CES® sits down once again with George Kinder—internationally recognized as the father of life planning and the visionary behind the global Fiduciary in All Things (FIAT) movement. Together, they explore what it would mean for our institutions, our democracy, and our financial systems to finally act in the best interest of the people they serve. Kinder explains how a fiduciary society—rooted in truth, people, democracy, and the planet—could dissolve many of the challenges we face today while preserving the entrepreneurial...

Money Matters Episode 337 – They Didn’t Start with AI | Valarie Vest & Sean Van Moorleghem on Culture, Capacity & Digital Associates

MONEY MATTERS with Christopher Hensley

They Didn’t Start with AI. They Started with People. That might sound simple—but in today’s rush to automate, scale, and “transform,” it’s anything but. took a different path. No pink slips. No blown-up workflows. No hollow promises about innovation. Just a clear goal: reduce the time it takes to open an account from 20 minutes to seconds—without losing the quality, trust, or people that made the process work in the first place. In this episode of Money Matters, I sit down with: 🟡 , Chief Experience Officer 🟡 , Chief Technology Officer What I love about this story...

Money Matters Episode 336- Why DEI Still Matters in 2025 | Cornelia Gamlem & Barbara Mitchell on Inclusion, Culture & Engagement

MONEY MATTERS with Christopher Hensley

Is DEI really dead — or just misunderstood? In this episode of Money Matters, workplace culture experts Cornelia Gamlem and Barbara Mitchell, co-authors of Essentials of Employee Engagement, challenge the headlines and reframe the DEI conversation with clarity and strategy. 💥 Cold Open Preview: “People started calling DEI bad, evil, even discriminatory… and it’s none of those things if you truly understand it.” – Cornelia Gamlem 🎧 In this episode, you'll learn: Why DEI got distorted — and what it really means in today’s workplace How inclusion, not perks, drives...

Money Matters Episode 335- Human Connection at Scale: Robert Sofia on AI, Trust, and Advisor Growth

MONEY MATTERS with Christopher Hensley

🚨 Can AI actually make financial advisors feel more human—not less? That’s the bold idea , CEO of , shares in this week’s episode of Money Matters. We break down what “human connection at scale” really looks like in today’s digital-first world—and why it might be the future of financial advising. Here’s what we cover: ✅ Real AI implementation vs. ChatGPT tinkering ✅ Using data to personalize at scale (without losing your voice) ✅ How one firm doubled AUM from $20B → $40B with smarter marketing ✅ Why compliance + data strategy must come first ✅ How segmentation...

Money Matters 334- The Man Behind the 4% Rule W/ Bill Bengen

MONEY MATTERS with Christopher Hensley

🎙️ Episode #334 – The Man Behind the 4% Rule: Bill Bengen on Inflation, Flexibility, and a Richer Retirement What if the greatest risk to your retirement portfolio isn't a market crash—but inflation? In this episode of Money Matters, Christopher Hensley, RICP®, sits down with Bill Bengen, the creator of the legendary 4% Rule for safe withdrawal rates. Now, 30 years later, Bengen reflects on what still holds up, what’s changed, and how retirees and advisors can adapt withdrawal strategies in a world of sticky inflation, volatile markets, and longer life expectancies. Whether you're...

Money Matters Episode 333- The AI Visibility Crisis W/ Brian Thorp

MONEY MATTERS with Christopher Hensley

🔍 Why Your Next Best Client May Never Call You First — And What To Do About It In this episode of Money Matters, I sit down with Brian Thorp, founder and CEO of Wealthtender, to unpack a radical shift in how clients find financial advisors. AI tools like ChatGPT and Google’s AI Overviews are now mediating the first impression—before clients ever visit your website or pick up the phone. We discuss: The “Visibility Crisis” facing independent advisors How AI tools prioritize structured data and schema Why testimonials and reviews are your new secret weapon The power of...

Money Matters Episode 332- The Prospecting Crisis No One Talks About W/ Eden Ovadia & Victoria Toli

MONEY MATTERS with Christopher Hensley

What if the real problem isn't that advisors hate prospecting—it's that the system we gave them to do it is broken? Most tools treat advisors like marketers. Spray-and-pray. Mass messaging. Cold lists. But the best advisors? They don’t want to scale spam. They want to scale presence. That’s what Eden Ovadia and Victoria Toli built with FINNY: ✅ An AI engine that understands who you actually connect with ✅ A matchmaking algorithm (yes, really) that gets better the more you use it ✅ Outreach that’s compliant, personalized—and human This conversation blew me away. And if you're...

Money Matters Episode 331- The Invisible Partner: How AI Gives Advisors Their Time Back W/ Arnulf Hsu

MONEY MATTERS with Christopher Hensley

500 hours. That’s how much time some advisors are getting back—every single year. Not from working harder. From removing the invisible work that's slowly draining them. In this week’s Money Matters Podcast, I sat down with Arnulf Hsu, founder of GReminders, to talk about what happens when AI becomes your invisible partner—not your replacement. We covered: How voice-aware AI reduces "cognitive clutter" Why compliance is the real barrier (and how GReminders solves for it) And what it really means to scale presence, not spam This isn’t about hype. It’s about freedom. Freedom...

Money Matters Episode 330- AI, Fraud & the Future W/ Whitney Joy Smith

MONEY MATTERS with Christopher Hensley

The audio sounded perfect. Too perfect. That’s what Whitney Joy Smith—one of Canada’s top private investigators—told me when we sat down to talk about AI, trust, and the future of voice. In this special edition of the Money Matters podcast, we go deep into one of the most uncomfortable truths in today’s tech landscape: You can no longer assume a voice recording is real. Whitney shares real-world cases where AI-generated voices nearly destroyed lives, and how investigators are adjusting—not just their tools, but their intuition. And here’s where it connects to financial advising:...

More Episodes

Want to make your podcast interviews unforgettable? 🚀 In this episode of Money Matters 325, host Chris sits down with Matt Halloran, expert podcast coach and author of Shut the F Up and Listen, to reveal the secrets of powerful conversations, audience engagement, and podcast growth.

🔹 What You’ll Learn in This Episode:
✅ Why listening, not talking is the key to an engaging podcast 🎙️
✅ The biggest interviewing mistake podcasters make—and how to fix it
✅ How to use storytelling to captivate your audience 📖
✅ The Google SEO hack for growing your podcast audience 🚀
✅ How to turn podcasting into a business growth tool

🔥 Whether you're a podcaster, entrepreneur, or financial advisor, this episode is packed with practical strategies to help you stand out in a crowded space!

🎧 Listen now and level up your podcasting game!

Resources & Links:
📕 Get Matt’s book
🌐 Follow Matt Halloran
🔗 Visit ProudMouth: [proudmouth.com]

🔔 Subscribe for more expert insights on podcasting, business growth, and storytelling!

Tags: #Podcasting #InterviewTips #Storytelling #Marketing #MoneyMatters325 #AuthorityBuilding #PodcastGrowth #BusinessDevelopment

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