Tackling Anxiety Together with Julie Johnson and Jason Lahita (Ep. 14)

Tackling Anxiety Together with Julie Johnson and Jason Lahita (Ep. 14)

In honor of Mental Health Awareness Month, PRess Play deviates from its typical structure in this special episode to tackle an issue that touches many but is often shrouded in silence: anxiety.  According to the Anxiety & Depression Association of America, anxiety disorders are the most common mental health concern in the US, affecting over …

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From Journalist to Finance Innovator: The Remarkable Journey of Mark Bruno (Ep. 13)

From Journalist to Finance Innovator: The Remarkable Journey of Mark Bruno (Ep. 13)

In this episode of PRess Play, Elena Krasnow and Jimmy Moock sit down with industry luminary, Mark Bruno of Emigrant Partners. Mark shares the story of his journey from an aspiring journalist to a pivotal figure at Emigrant Partners, highlighting the milestones and hurdles of fostering growth and innovation in financial services along the way.  …

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Humanizing WealthTech: The Role of Brand Evangelism & PR with Diana Cabrices (Ep. 12)

Humanizing WealthTech: The Role of Brand Evangelism & PR with Diana Cabrices (Ep. 12)

In this episode of PRess Play, we’re joined by Diana Cabrices, the visionary founder of Diana Cabrices Consulting. She shares her insights into the intersection of brand evangelism and public relations in the wealthtech industry, and so much more. Diana’s journey began with a mission to infuse personality into the tech world, recognizing the need …

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Shaping the Narrative: Shannon Rosic’s Journey in Wealth Management Technology (Ep. 11)

Shaping the Narrative: Shannon Rosic’s Journey in Wealth Management Technology (Ep. 11)

What are the forces shaping the wealth management technology narrative? Allow us to introduce Shannon Rosic, an exceptionally talented marketing specialist with expertise in video production, podcasting, social media, and event planning. She does it all! Hosts Elena Krasnow and Jimmy Moock engage in an insightful interview exploring the dynamic world of wealthtech with Shannon, …

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The Art of Listening: A Masterclass with Jack Sharry (Ep. 10)

The Art of Listening: A Masterclass with Jack Sharry (Ep. 10)

Listening, and we mean really listening, can transform anyone’s career. Today, Jack Sharry spills the secrets on the many ways this skill can elevate your professional journey. In this episode, Elena Krasnow and Jimmy Moock dive deep into Jack’s financial expertise, passion for listening, and his multifaceted role as EVP and Chief Growth Officer at …

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Helping Financial Advisors Bridge the Gap Between Consumer Demand and Advisory Firm Growth with Angie Herbers (Ep. 9)

Helping Financial Advisors Bridge the Gap Between Consumer Demand and Advisory Firm Growth with Angie Herbers (Ep. 9)

Get ready to embark on an enlightening and educational journey in our latest podcast episode as we sit down with Angie Herbers, the visionary founder and managing partner of Herbers and Company.  With over two decades of experience in human capital consulting, growth consulting, and client experience modeling, Angie shares invaluable insights on achieving sustainable, …

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Pioneering Fintech and Strategic Partnerships with Tim White (Ep. 8)

Pioneering Fintech and Strategic Partnerships with Tim White (Ep. 8)

Ever wondered how a seasoned yacht expert makes the transition to become a trailblazing tech innovator in the world of estate planning? It’s a riveting story that unfolds in our latest episode, where we dive into the intriguing career of Tim White, chief partnership officer and co-founder of wealth.com. Tim walks us through his dramatic …

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Breaking Through Traditional Boundaries and Amplifying Women in Fintech with Nicole Casperson (Ep. 7)

Breaking Through Traditional Boundaries and Amplifying Women in Fintech with Nicole Casperson (Ep. 7)

Why did Nicole Casperson start Fintech is Femme? Because there was no media brand solely focused on delivering exceptional fintech analysis while amplifying the voices and causes of women and other diverse industry participants. So, she created one.  In this episode, Elena Krasnow and Jimmy Moock welcome Nicole Casperson, a well-known fintech journalist and founder …

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An Entrepreneurial Journey Through the Tech and Financial World with Ritik Malhotra (Ep. 6)

An Entrepreneurial Journey Through the Tech and Financial World with Ritik Malhotra (Ep. 6)

Join us as we delve into the remarkable entrepreneurial journey of Ritik Malhotra, Co-Founder & CEO of Savvy Wealth.  From a childhood passion for technology to the successful sale of two tech companies, Ritik’s story is one of innovation, resilience, and unwavering determination.  In this episode, he shares his experiences, including starting his first company …

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From Financial Journalist To Lead Dad with Paul Sullivan (Ep. 5)

From Financial Journalist To Lead Dad with Paul Sullivan (Ep. 5)

Are you ready to dive into the evolution of journalism over the past 25 years?  Gain insights into the changing landscape of journalism, the impact of social media, and the importance of nurturing connections. In this episode, Elena Krasnow and Jimmy Moock are joined by Paul Sullivan, a financial journalist, author, and founder of the …

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