Tag: Finance
The AI Revolution and the Future of Wealth Management (Ep. 90)

The AI Revolution and the Future of Wealth Management (Ep. 90)

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The financial industry is transforming at breakneck speed—are you ready for what’s next?

Fresh from the Future Proof Conference in Huntington Beach, where over 4,500 professionals converged to discuss the future of finance and technology, in this episode of Smart. Money. Simplified, Brent Mekosh explores the most important insights shaping the industry. Discover how AI is revolutionizing financial services, creating new efficiencies, and changing the way advisors serve their clients. 

Brent explores the practical steps advisors can take to leverage AI for stronger client relationships, why organic growth still outshines acquisitions, and how to prepare for the Great Wealth Transfer that will redefine wealth management.

Key Highlights:

  • How AI is revolutionizing the financial services industry — and what it means for your business
  • Practical ways to use AI to enhance client relationships and maximize efficiency
  • Why organic growth still matters more than acquisitions in the financial industry
  • Preparing your firm for the Great Wealth Transfer and its ripple effect on financial services
  • The importance of balancing work and family while building a client-centered business
  • Actionable strategies to prepare your firm for the future of finance
  • And more!

Connect with Brent Mekosh:

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From Seminary to Success: David Yep on Faith, Freedom, and Leading with Purpose (Ep. 86)

From Seminary to Success: David Yep on Faith, Freedom, and Leading with Purpose (Ep. 86)

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Are you part of the 70% of business owners who struggle with ensuring the long-term growth and sustainability of their company?

This week, Brent Mekosh and David Yap explore David’s transformative journey from almost becoming a Catholic priest to leading as the Vice President and Chief Revenue Officer at TRIUNE Health Group.  

Tune in as David shares his 13-year stint in the seminary, his thoughts on true freedom and spirituality, and how these experiences shape his approach to business and life.

Talking points include: 

  • The challenges and revelations of embracing celibacy and spirituality
  • The transition from religious life to thriving in the business world
  • Insights into fostering a strong company culture and effective leadership
  • The role of authentic living in achieving success and fulfillment
  • And more!

Resources:

Connect with David Yep:

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About Our Guest:

David Yep earned an associate’s degree in classical humanities in Salamanca, Spain, completing his bachelor’s degree in philosophy and liberal arts from Regina Apostolorum in Rome, Italy. Living in Europe for 10 years, he became fluent in Spanish, Italian, and German. He completed his education with a Master’s in Business Administration from the Acton School of Business in Austin, Texas. 

His determination to gain outside perspective from the family business and healthcare brought him to leadership roles in both the non-profit and manufacturing sectors, always tasked with and successfully executing company growth strategies. David rejoined TRIUNE with the task of continuing and accelerating their growth trajectory, assuming responsibility for all business development initiatives and the company’s financial success. In 2019, with his parents’ blessing, David led TRIUNE as Vice-President and Chief Revenue Officer.

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Decoding Crypto: Navigating Bitcoin with Natalie Brunell (Ep. 63)

Decoding Crypto: Navigating Bitcoin with Natalie Brunell (Ep. 63)

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You’ve heard about Bitcoin and cryptocurrency on the news and through social media. But what about its application in your financial portfolio? What role does it play in investments, both personally and worldwide?

Explore the exciting world of Bitcoin and cryptocurrencies with Brent Mekosh and guest Natalie Brunell, the host of the Coin Stories Podcast. This week, they dive into the disconnect between the economy and financial markets while addressing the challenges of our current financial system. 

Talking points include: 

  • Reasons there’s a disconnect between the economy and financial markets
  • The potential impact of Bitcoin on the global financial system
  • Ways Bitcoin can work as a powerful tool when it comes to cyberwarfare and rebuilding prosperity
  • What you need to know about digital assets 
  • And more!

Resources:

Connect with Natalie Brunell:

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About Our Guest:

Natalie Brunell is a podcast host, educator, and media commentator in the Bitcoin space.Her popular show, Coin Stories, features interviews with Bitcoin thought leaders about their backgrounds, convictions for BTC, and headlines related to finance and economic issues facing society. Coin Stories is the #1 woman-hosted Bitcoin podcast in the world.

Previously, Natalie was an award-winning TV journalist and investigative reporter. For more than ten years, she covered in-depth local and national news topics and holds an Emmy for breaking news coverage.

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Prior to making an investment decision, please consult with your financial advisor about your situation. The prominent underlying risk of using Bitcoin as a medium of exchange is that it is not authorized or regulated by any central bank. Bitcoin issuers are not registered with the SEC, and the Bitcoin marketplace is currently unregulated. Bitcoin and other crypto currencies are a very speculative investment and involves a high degree of risk. Investors must have the financial ability, sophistication/experience, and willingness to bear the risks of an investment, and a potential total loss of their investment.

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A Conversation on Civilizations and Civilizational Cycles with Daniel Hood (Ep. 50)

A Conversation on Civilizations and Civilizational Cycles with Daniel Hood (Ep. 50)

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What do ancient Rome, the 2008 financial crisis, and geopolitics all have in common?

Want to know?

In this episode, Brent Mekosh sits down with Daniel Hood, a multifaceted thought leader on civilizational cycles and geopolitics, to explore the cyclic nature of societies and their implications on today’s global landscape. 

This riveting interview brings together elements of history, psychology, and real-world geopolitics to dissect the state of Western civilization and its far-reaching impact on finance, business, and policy-making.

Brent and Daniel discuss:

  • The rise and fall of civilizations, with a particular focus on the parallels between ancient Rome and today’s Western society
  • A look at the Western powers, notably the U.S. and the UK, in dealing with Russia and how it could lead to broader geopolitical consequences
  • The implications of outsourcing vital industries, especially how it strategically weakens the West’s position against rising powers like China
  • The role of behavior and temperament when it comes to different civilizations and societies
  • And more!

Resources:

Connect with Daniel Hood:

Connect with Brent Mekosh:

About Our Guest:

Daniel Hood is a scholar in history and finance with a unique perspective on the mechanics of civilization. His first introduction to geopolitics began with military service in the renowned Parachute Regiment, formed by Winston Churchill himself. After serving during a pivotal era, Daniel transitioned into the world of finance, where he worked as an investment advisor right around the turbulence of the 2008 global financial crisis. He has also lived and worked in Israel, adding a third dimension to his understanding of civilizational cycles. 

With experiences spanning from 9/11 to the Middle East conflicts, Daniel brings a multi-disciplinary approach to his studies that explores the cyclical nature of civilizations. He is currently writing books that aim to decode the intricate mechanics of societal rise and fall.

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