The Fintape

Welcome to The Fintape, a show where we highlight some of the biggest hits in Finance. Each episode, our host Brodrick Lothringer brings in thought leaders to share their insights on best practices for leveraging technology, boosting financial literacy, adopting new marketing strategies, and implementing disruptive practices within financial services. So, grab your headphones, it's time to rock out to The Fintape.

The Fintape is a business podcast hosted by Brodrick Lothringer, with 59 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Brodrick Lothringer hosts The Fintape, a business show with 59 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  The Fintape

  Eric Franklin's Amazon Playbook for Building a Wealth Management Firm

  Aug 13, 202625 min

  What if the real risk in adopting AI isn't the technology itself, but forgetting whose voice is supposed to be behind it? Brodrick Lothringer sat down with Eric Franklin, managing principal of a wealth management firm built entirely by former tech workers, at Wealth Management Edge in Boca Raton to talk about what 23 years at Amazon taught him about writing, risk, and building a firm from scratch. From silent narrative-doc meetings with Jeff Bezos to the "tenets" framework that drives every big decision, from a still-in-review AI policy to a single web page that turned into a client pipeline during the Anthropic tender offer, this conversation covers a lot of ground fast. It's thoughtful, a little self-deprecating, and makes the case that scaling an advisory business should never mean scaling out the advisor. Eric Franklin on LinkedIn Brodrick Lothringer on LinkedIn To learn more about PodPony and how we help thought leaders tell their stories through content, visit our website by clicking below. >> PodPony.com

  ListenShow Notes
• 

  The Fintape

  The Do’s, Don’ts, and Disasters of Financial Conferences with Dr. Craig Lemoine

  Oct 8, 202529 minS0

  <p>Have you ever been to a wealth management conference that felt more like a marathon than a meeting?</p><p>Brodrick Lothringer and Dr. Craig Lemoine sat down to talk about what really makes a great industry event, from the sessions that actually teach you something new to the networking that doesn’t end in regret.</p><p>They swap stories from the road (including a blizzard in Iowa and one unforgettable Florida grocery store-turned-nightclub) and share a few unfiltered lessons every advisor should take to heart before booking their next conference ticket.</p><p>It’s smart, funny, and...

  ListenShow Notes
• 

  The Fintape

  Taking Care of Business with Shannon Spotswood

  Sep 30, 202534 minS0

  <p>Shannon Spotswood has a story that doesn’t fit in a straight line—and that’s exactly what makes it good. From hedge funds and IPOs to launching a kids’ clothing brand out of her garage, and now leading RFG Advisory, she’s been building things her whole career.</p><p>In this conversation, Shannon talks about the pivots that changed her path, the culture she’s protecting at RFG, and why independence matters more than ever for advisors. She also shares how balance, growth, and even a little Motown have shaped the way she takes care of business.</p>Shannon Sp...

  ListenShow Notes
• 

  The Fintape

  Integrity, AI & The Future of Advice with Suzanne Siracuse

  Sep 16, 202535 minS0

  <p>Suzanne Siracuse has seen this industry in every shade; back when “advice” was a stock tip over lunch, through the print-to-digital chaos, and into today’s AI-everywhere landscape. She didn’t just watch it happen. She helped shape it.</p><p>In this episode, Suzanne talks about the hustle of starting something from scratch, the mess and magic of media, and why the best advisors roll with change instead of fighting it. </p>Suzanne SiracuseNet Positive WealthBrodrick Lothringer on LinkedInEric Leeper on LinkedInPodPonyFP Transitions<p>To learn more about PodPony and how we help thought leaders tell their stories through c...

  ListenShow Notes
• 

  The Fintape

  The Blah Blah Blah Problem of Wealth Management with Jim Dickson

  Sep 10, 202515 minS0

  <p>What separates a “lifestyle practice” from a true growth enterprise? According to Jim Dickson, founder of Elevation Point, it’s fire in the belly, not just lip service to growth. In this episode, Brodrick digs into what it really takes to scale an advisory firm: organic growth, digital marketing that actually works, and the dream-team support that fuels it all.</p><p>They cover why too many advisors still blend into the sea of blue suits, how niching down beats being a generalist, and why the next decade will belong to firms that embrace tech, marketing, and AI. Plus, Jim sh...

  ListenShow Notes

Recent guests on The Fintape. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.