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 …
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, …
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 …
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, …
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 …
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 …
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 …
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 …
How can we create a culture of work-life balance and support for women in the public relations and wealthtech landscape? In this episode, Elena and Jimmy Moock speak with Liz Fritz, Co-founder and Chief Commercial Officer of wealthtech management consulting firm F2 Strategy, about her journey into wealthtech from corporate public relations. Liz discusses her …
In this episode of PRess Play: The StreetCred Podcast, the hosts interview Justin Mack, wealthtech reporter at Financial Planning, a well-established industry publication that serves an engaged audience of financial advisors and wealth managers. He discusses his journey into journalism, his approach to collaborating with public relations professionals, and his current work. Justin also shares …