Markets are always moving. The stories we tell about them change too. But the real work is in understanding why. Who’s driving demand. How people are living. Where the pressure points really are. That’s what Kimberly Byrum (formerly Fiala) focuses on -- finding the patterns behind the data, the signals that don’t always make the headlines. In this episode of Inside Edge with Tim Sullivan, she shares how curiosity and context reveal what’s really happening in the market & why seeing clearly matters more than ever. Learn more about Zonda Advisory Group: https://bit.ly/4pRuqoh
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📊 New Episode: Digital Transformation Survivors with Alan Perestrello Before personalization comes something less glamorous - clean data. As Alan Perestrello puts it, once your data is accurate, rich, and well maintained, that’s when the real magic happens. That’s when personalisation stops being a buzzword and starts creating real connection. 🎧 Watch the full episode here: https://lnkd.in/ePPuxKVK
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👫 Let's talk about people data. And when two data-driven CEOs sit down for a chat, you know it's going to be good. Jordan Esbin joined Ben Eisenberg, CEO of People Data Labs, to unpack some powerful truths every credit professional should know: The strongest signal of a company's health isn't always in the balance sheet. It's in its people. People Data Labs has been a trusted partner since our early days, helping to make Credit Pulse insights smarter and more predictive than the rest. 🎙️ The full episode drops soon. Trust us, you won't want to miss it.
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Is the bull market just getting started? Brett and Marcos dive into the data to analyze whether investors should stay bullish or prepare for what’s next 📊 🎧 Listen to the full episode of Talk Your Chart: https://hubs.li/Q03Qy_1N0
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The data is in. Our 2025 Advisor Research Report reveals what’s actually driving financial advisor growth this year and what’s falling flat. In this episode of The Stephen and Kevin Show, we break down six must-know marketing trends shaping the future of the industry: referrals, social media, Google, video, and more. If you’re serious about growing your brand and attracting high-net-worth clients, this is the episode to watch. Watch the full episode here: https://lnkd.in/eKhi9gvj
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Is the bull market just getting started? Brett D. Horowitz, CFP® and Marcos A. Segrera, CFP® dive into the data to analyze whether investors should stay bullish or prepare for what’s next 📊 🎧 Listen to the full episode of Talk Your Chart: https://hubs.li/Q03QyYFf0
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Mind the Craic Episode 17 is live! In this episode Des chats with Jackie (Jac) Dunne, MBA where she explains how everyone should have a better financial outcome using Dimply.
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🎧 The investment pouring into artificial intelligence evokes comparisons with previous speculative bubbles. On this episode of The Big View, Edward Chancellor, the author and financial historian, joined Peter Thal Larsen to discuss which warning signs investors should look out for. Listen to the full episode here 👉 https://lnkd.in/ePQwqeFx
The Big View: What financial history tells us about the AI boom
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There’s still a lingering misconception in venture that backing diverse founders means taking on more risk. In Paige Soya's conversation with Melissa B., General Partner at BAE Ventures, we unpack why that narrative doesn’t hold up and how portfolio diversity actually fuels stronger, more sustainable returns. It’s not just about representation. It’s about understanding different markets, different customers, and uncovering opportunities others overlook. Watch the latest episode of High Stakes to hear Melissa’s take on the data, the nuance, and the mindset shift our industry needs.
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🎥 “The power of The Insight Loop is the ability to explore what’s really driving change, and to give planners the insight they need to act faster and smarter.” – Ross Daniels, CMO at Board In this edition of The Insight Loop, our economists tackle four critical questions about spending, saving, and the signals that matter for your 2026 planning. 👉 Watch the full episode https://lnkd.in/ed7Zi3S6 #InsightLoop #FinanceLeadership #ContinuousPlanning #Board #FutureReady
The Insight Loop – October 2025
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Listen to Board's economists discuss the key forces shaping global business in the October edition of 𝗧𝗵𝗲 𝗜𝗻𝘀𝗶𝗴𝗵𝘁 𝗟𝗼𝗼𝗽 – great input for global business leaders navigating today's environment. #InsightLoop #FinanceLeadership
🎥 “The power of The Insight Loop is the ability to explore what’s really driving change, and to give planners the insight they need to act faster and smarter.” – Ross Daniels, CMO at Board In this edition of The Insight Loop, our economists tackle four critical questions about spending, saving, and the signals that matter for your 2026 planning. 👉 Watch the full episode https://lnkd.in/ed7Zi3S6 #InsightLoop #FinanceLeadership #ContinuousPlanning #Board #FutureReady
The Insight Loop – October 2025
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