A Readers’ Advisory Podcast about becoming better library staff by reading every genre, whether we like them or not! Every month we read books from a new, randomly picked genre; then on the podcast we discuss our reading choices, experiences, opinions, appeal factors, and other related topics as friends and library workers.
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Finding a trustworthy financial advisor often feels daunting. Everywhere you look, from banks to online platforms, there seems to be someone offering financial advice. I'm Sean Kernan, and with over 20 years of experience in the industry, I've dedicated my career to navigating this complex landscape. My podcast, "How To Find A Financial Advisor," aims to demystify the process and guide you toward making informed choices. The financial industry is crowded with professionals from various backg ...
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We are a team of highly experienced M&A advisors who specialize in offering bulge bracket like deal advisory services to lower middle-market companies across the United States and globally. Our team of experts have a deep understanding of the M&A process and a proven track record of successfully navigating complex transactions. Our focus is on delivering personalized, tailored solutions to meet the unique needs of each of our clients. Whether you are looking to buy or sell a business, or see ...
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Plugged In brings you raw, honest takes on all things in the banking industry. That means you aren’t going to get some buzzword-filled, cliche podcast – you’re getting an unfiltered look into topics in the financial world no one else is talking about. Your hosts, Al Dominick and Steve Williams, will talk to top players in the industry about what matters now, and what will shape the future. To groove along with Al and Steve's song references each episode, check out the official Plugged In Spo ...
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At a time of transformative change in the wealth management industry, RFG Advisory “RFG”, an award-winning and fast-growing RIA firm, is launching a new podcast series. ‘Become A Warrior Advisor’ provides financial advisors with actionable guidance, tips and practical tools to survive and thrive during periods of uncertainty and disruption. The podcast series, presented by RFG Advisory, aims to inspire and empower a new breed of advisor with a curated curriculum designed to engage critical t ...
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The Elite Advisor Blueprint® is a podcast dedicated to sharing the "blueprint for success" in the independent financial advising world. Based on Brad's decade of experience consulting the top advisors in the US, that could mean doubling your revenue, doubling your vacation, or BOTH! Continuing the successful formula of idea sharing that led Advisors Excel to be the #1 player in its industry, Brad distills the best advice from top thought leaders and applies it to the world of independent fin ...
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Why you would want a CFP financial advisor — and 3 reasons it may not matter as much as you think
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Sean talks about why you may or may not want to work with a Certified Financial Planner as your financial advisor. A CFP license holder might be the best advisor for you. But does it really make a difference?Bởi Sean Kernan
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Episode 197 - Law & Legal Non-Fiction (for the layperson)
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This episode we’re discussing the genre of Law & Legal Non-Fiction (for the layperson)! We talk about how so much of our lives are affected by laws, the challenges of reading (and understanding) legal non-fiction, and whether a whale is a fish. You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favour…
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Episode 196 - Battle of the Books 2024: One Book One Podcast
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This episode we’re giving our book pitches for our Battle of the Books 2023! Each of us has picked one title that we think we should all read and discuss and you get to vote for which one it is! Will we read Trust Kids!: Stories on Youth Autonomy and Confronting Adult Supremacy edited by carla joy bergman, The Seep by Chana Porter, A Wizard's Guide…
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If your financial advisor only recommends annuities, they aren't a financial planner or advisor
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Sean explains why someone who specializes in pushing annuities could be dangerous for your financial well-being — and the three red flags you need to be aware of.Bởi Sean Kernan
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When you should definitely NOT invest in an annuity!
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If you want to invest in an annuity, you need to have a solid reason to use this long-term financial vehicle. And you should definitely have a financial advisor helping you determine if the annuity is your best option, or if another type of investment might better suit your needs.Bởi Sean Kernan
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Sean and Ben often ask themselves if they're actually helping their clients, or if they may have made a mistake. Ben had a client who was certain he could handle his estate planning needs on his own, without Ben. Spoiler alert: He didn't.Bởi Sean Kernan
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How to check a financial advisor's public disciplinary history
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Sean wants you to know how to check up on your potential financial advisor — because you need to know as much as possible about the individual — using a tool called BrokerCheck.Bởi Sean Kernan
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The FASTEST and EASIEST way to confirm that your financial advisor is NOT running a scam
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Sean recounts a thread in one of his Facebook groups where a member was dealing with a case of fraud, and didn't know where some of his money was. Sean recommends asking two questions: Who holds my money? and Who prints my statements?Bởi Sean Kernan
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When you would NOT want a fee-only financial advisor
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Sean discusses the situations when you want a financial advisor who's paid on commission, and why fee-only shouldn't be a hard, fast limit for you.Bởi Sean Kernan
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Pros & Cons of working with a newer financial advisor
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Sean gives you the ups and downs of hiring a less-experienced financial advisor.Bởi Sean Kernan
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Sean defines "fiduciary" with a little help from the Eternal Source of Truth - Wikipedia. Then he talks about financial advisors who are or aren't fiduciaries, and what that means for you.Bởi Sean Kernan
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Sean and Ben chat about a simple question with a complicated answer: How much does it cost to do a Roth conversion? There are many ways to answer "How much will this cost?" and they can become overwhelming .Bởi Sean Kernan
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How to upgrade your financial advisor — at half the cost and twice the value
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Sean discusses why you may be unhappy with your financial advisor and what to do in that situation. He's happy to help you navigate finding a new advisor who's a better fit for you.Bởi Sean Kernan
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Dirty little secrets of financial advisor compensation models
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Sean shares five secrets some financial advisors don't want you to know about in regards to their fees.Bởi Sean Kernan
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Financial Advisor Fees - a surprisingly simple question to see if you're a good fit for an advisor
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Sean discusses the simple question to ask potential financial advisors, to see if they might be a good fit for you.Bởi Sean Kernan
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The WRONG questions to ask a potential financial advisor
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Sean talks about questions that you absolutely do not want potential financial advisors to answer without asking a dozen questions back at you.Bởi Sean Kernan
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Beware of must-have lists for your financial advisor
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Sean addresses common must-have ideas around hiring a financial advisor, and why they can make you miss out on your ideal advisor.Bởi Sean Kernan
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Sean and Ben discuss the 80/20 rule, or the Pareto Principle. Italian economist Vilfredo Pareto observed in 1906 that 80% of the land in Italy was owned by 20% of the population. He looked at other nations and saw that the ratio was the same.Bởi Sean Kernan
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How to get 18 potential fit financial advisors in 24 hours
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Sean brings up a case study of a relatively young couple looking for financial advisors. He can help you find financial advisors who could be a good fit for you. Don't hesitate to reach out!Bởi Sean Kernan
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The secret of interviewing a potential financial advisor
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Sean discusses the super secret question you should ask any potential financial advisor. In fact, it's so secret, he mentions it 20 seconds into the episode!Bởi Sean Kernan
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Sean and Ben talk about the dangers of asking "Compared to what?" In Dallas in summer, it's hot. "Compared to what?" Compared to Alaska? Jupiter? your normal temperature? A refrigerator? The heart of a volcano?Bởi Sean Kernan
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Episode 195 - Pop(ular) Culture Non-Fiction
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This episode we’re discussing the topic of non-fiction Pop Culture books! We talk about cult classics, the Disney channel, the futch scale, and being Eldritch Millennials. You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. In this episode Anna Ferri | Meghan Whyte | …
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Ep 29: Are You Ready For Some… Bank CEO Perspective // Mike Daniels
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Mike Daniels, the chairman and CEO of Nicolet Bank and Green Bay Packers’ board member, talks to Al and Steve about what it takes for a community bank to flourish right now and the NFL offseason. They also chat about how to preserve company culture when the business is scaling and offer tips on what not to do in pursuing deposits. Also, Mike provid…
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This episode we’re discussing the topic(?) of Indie Publishers! We talk about how to define an indie publisher, weirdo metro stories, song lyrics, and more! You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. In this episode Anna Ferri | Meghan Whyte | Matthew Murray …
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Ep 28: The Lessons of '24 (So Far): This Is Going To Be Rough!
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In this episode, Al and Steve discuss the mounting scrutiny on banking-as-a-service providers, the perplexities tied to a higher interest rate environment and the mounting concerns of succession planning. But it’s not all doom and gloom. Your hosts also chat about when M&A activity will pick up, how to preserve and nurture creativity while also mit…
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Questions to ask yourself before finding a financial advisor
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Settling your wants and needs from a financial advisor is crucial — because for all intents and purposes, they'll be your partners in ensuring your financial future. Want to retire at 40? Tour the world? Make sure your kids can go to Harvard? Financial advisors can help you reach any or all of those big dreams.…
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How to find a financial advisor - evaluating the common questions you're told to ask
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If you ask anyone who has a financial advisor for the best tips on finding one who fits your style, they'll give you the questions you "just have to ask" before you choose one. Sean provides a deeper look into what typical advice you might hear and how to carefully question this guidance.Bởi Sean Kernan
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The surprisingly simple BEST question to ask a financial advisor
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This approach allows you to observe the advisor’s process and how they interact with clients. Pay attention to the direction of the discussion and how comfortably it flows. Feeling at ease during this conversation is a positive indicator of their client handling skills.Bởi Sean Kernan
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How to Make Perfect Short-Term Predictions
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Sean and his colleague, Ben, discuss making short-term predictions - which people have no logical way to make. Even certified financial professionals can't predict whether the stock market is going to be up, down, or flat six months from now.Bởi Sean Kernan
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How do I ask my financial advisor what my fees are?
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Sean gives you advice about questions you should ask your financial advisor about their fee structure. It Includes not only how much the advisor earns, but also how much is paid to your investment vehicles, transaction fees, and more.Bởi Sean Kernan
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Why would you pay a 1% per year AUM financial advisor fee?
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Sean explains specific fee structures and what they mean for your investment. For example, if you have $1.8 million in assets under management (AUM), you're paying $18,000/year in fees.Bởi Sean Kernan
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Join Sean Kernan as he answers all the burning questions about finding and working with a financial advisor. In this episode, he answers the burning question on many peoples' minds — whether they even need a financial advisor in the first place.Bởi Sean Kernan
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Episode 193 - Spring Media Update
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It’s time for our Spring Media Update episode! We talk about art installations, manga, board games, comics, and birds. So many birds. You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. In this episode Anna Ferri | Meghan Whyte | Matthew Murray | Jam Edwards Join our …
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Episode 192 - Non-Fiction Graphic Novels & Comics
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This episode we’re discussing the format of Non-Fiction Graphic Novels & Comics! We talk about what we even mean when we say “non-fiction,” comics vs. graphic novels, art vs. writing, memoirs vs. other stuff, and more. Plus: It’s been over 365 days since our last gorilla attack! You can download the podcast directly, find it on Libsyn, or get it th…
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Ep 27: The bold bankers with Al Dominick and Mary Wisniewski
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It’s hard to stand out in banking but not impossible. In this cross-over edition of Plugged In, Al Dominick sits down with Mary Wisniewski to explore talent retention, theatrical innovation acts and the importance of the return on tech. They also get into mistakes banks make (ahem, on their social media video efforts) and introduce Mary's new show,…
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EP #7: Navigating the Seas of Private Equity M&A: Charting the Course for Financial Finesse and Strategic Exits
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Join Russell Cohen and myself, Jeremy Wolf, on a journey to the heart of financial finesse in the fast-paced world of private equity-backed M&A transactions. We pledge to uncover the layers behind pristine financial records that are essential when courting private equity buyers—think of it as financial matchmaking where only the cleanest, GAAP-comp…
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This episode we’re discussing the fiction genre of Dark Fantasy! We talk about horror, grimdark, violence, amoral protagonists, epic fantasy vs small scale fantasy, the importance of tone, and more! You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. In this episode A…
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Ep #6: Exploring the Nuances of M&A Deal Valuation
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Unlock the enigma of company valuation with us, Russell Cohen and my co-host Jeremy Wolf, as we dissect a mammoth $100 million M&A deal. Ever wondered what really drives the price tag of a business? We're peeling back the layers of EBITDA, uncovering how this financial cornerstone influences a company's market value and why the multiples of EBITDA …
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EP #5: Mastering Multi-Million Dollar M&A: Russell Cohen's Guide to Funding and Deal-Making Success
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Unlock the secrets to multi-million dollar deal-making with M&A maestro Russell Cohen in our latest podcast episode. He's peeling back the curtains on the recent $100 million roofing company acquisition, revealing the pivotal role of funding structures in large-scale M&A. This is not just another business talk; it's a rare opportunity to absorb the…
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Ep 26: What does it take to be a successful bank? With Tom Michaud
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Tom Michaud, the President and Chief Executive Officer of Keefe, Bruyette & Woods, is back! This time, he joins Steve and Al to answer the question bankers across the country want to know: How to compete with big institutions and non-banks. On the show, they get into common mistakes banks make, takeaways from KBW’s Winter Financial Services confere…
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Episode 190 - Reading Resolutions and Rants
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This episode we’re discussing our 2024 Reading Resolutions (and Rants)! We talk about how we’ve already failed our 2024 reading resolutions, audio books, short stories, reading long things, not being able to read long things, and more! You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podca…
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EP #4: Mastering Networking Capital in M&A: Insights from a $100 Million Deal with Russell Cohen
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Unlock the mystery behind working capital in M&A deals with Russell Cohen and me, your co-host Jeremy Wolf, as we dissect our colossal $100 million roofing company transaction. Grasp the concept that often spells the difference between a successful sale and a deal gone awry. In our latest podcast episode, Russell, an M&A maestro, breaks down the fu…
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EP #3: Sealing the Century: The $100 Million M&A Triumph with Russell Cohen
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Imagine clinching a deal that not only shatters records but also cements your reputation as a titan in the M&A field—that's exactly the story Russell Cohen unfolds in our latest conversation. As he returns to the South Florida M&A Advisors podcast, we get an exclusive behind-the-scenes look at his monumental $100 million deal, an 11-month saga that…
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Episode 189 - Romantic Comedies & Humorous Romance
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This episode we’re discussing the fiction genre of Romantic Comedies! We talk about the difference between “fun” and “funny,” crossover romance genres, cataloguing romance fiction, and more! You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. In this episode Anna Ferr…
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Ep 25 - Pizza parties, digital banks, university appeal: April Clobes on growth and leadership
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In this episode, Al and Steve sit down with April Clobes, president and CEO of MSU Federal Credit Union, to chat about growth strategies in Michigan, a state that ranks 49th in overall population growth since the 1990s. Spoiler: For the university credit union, it includes more intimate marketing, like sponsoring green-and-white pizzas (the univers…
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Ep 24 - Banking on Resilience: Navigating the Digital Frontier with Kirk Wycoff and Tom Cestare
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Join Al Dominick and Steve Williams as they speak with Kirk Wycoff, managing partner, and Tom Cestare, COO, of Patriot Financial Partners to delve into how banks are building resilience through digital innovation. This episode features discussions on the integration of technology in banking operations, the importance of maintaining a robust digital…
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Episode 188 - Transportation and Transit Non-Fiction
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All aboard! This episode we’re discussing the non-fiction genre of Transportation and Transit! We talk trains, buses, bicycles, spaceships, and more! You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. In this episode Anna Ferri | Meghan Whyte | Matthew Murray | Jam E…
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Episode 187 - Favourite Reads of 2023
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This episode we’re discussing our Favourite Reads of 2023! We talk about our favourite fiction and non-fiction books we read this year! Plus: Our favourite comics, video games, documentaries, podcasts, and more! You can download the podcast directly, find it on Libsyn, or get it through Apple Podcasts or your favourite podcast delivery system. In t…
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Ep. 23 - It’s Not Too Corny to Talk About Love and Banking
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In this year’s final episode of Plugged In, Al and Steve reflect on their favorite moments from 2023 – including in banking, books and music. They also explore the top traits that make for smarter banks. Bonus: Hear the backstory of how the GonzoBanker Awards were developed. Subscribe to Plugged In for the latest from industry leaders in Banking, F…
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