Podcasts

A wealth of new business opportunities are ripe for consideration, says a financial expert.

Josh Jones is Chief Revenue Officer at Kapitus, one of the most reliable and respected names in small business financing. With over 15 years of experience, Josh has a specialization in building brands and has a proven track record of successfully establishing, reorganizing, and scaling businesses within FinTech. Kapitus provides growth capital to small businesses and has provided over $6 billion to over 50,000 small businesses since 2006.

Gilles Gade is the founder and CEO of Cross River Bank, or CRB, and has served as its chairman, president and CEO since its inception in 2008. Gilles possesses over 20 years of experience in investment banking and venture capital including co-founder and managing director of Chela Technology Partners and Chela Internet Ventures, a boutique investment bank and venture fund focusing on emerging technologies and telecommunications; technology investment banker at Barclays Capital; and FIG investment banker at Bear Stearns. Gilles started his career in 1990 at Citicorp Venture Capital. Gade graduated from the MBA Institute IMIP (Groupe IPESUP) in Paris with an M.S. in international management.

Daniel Brockley is the head of content at Vanilla, where he and his team support advisors and clients with the resources they need to have more powerful estate planning conversations.

Prior to joining Vanilla, he led an industry-leading content program for TaxJar, a sales tax compliance platform, which was acquired by Stripe. Previously, he led brand, advertising, visual design and content as the director of brand creative at Axon. Before that, he worked as a writer and creative leader on the agency side for clients such as Microsoft, Amazon, Hulu, Starbucks, Homestreet Bank and more.

From friendly competition to recognition to making salsa from scratch, workers thrive when they participate in intentional relationship-building experiences.

Laird Nossuli is CEO of iEmergent, a provider of mortgage lending forecasts and analytics to the lending, housing and real estate industries.

Want to know the secret to being productive during the summer? It's a lot simpler than you might think.

Having a comprehensive ACA compliance solution in place for your clients will further ensure you maintain your broker-of-record status.

Maxfield Marquardt is senior counsel and director of regulatory affairs at Trusaic.