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  • MARKET MELTDOWN: Inflation Shock, AI Fear & Energy Volatility — Expert Breakdown

    MARKET MELTDOWN: Inflation Shock, AI Fear & Energy Volatility — Expert Breakdown
    2026/03/01
    U.S. stocks plunged sharply on Friday, February 27, 2026, with the Dow Jones Industrial Average tumbling as much as ~700‑800 points, the S&P 500 and Nasdaq sliding deeply into the red, and tech and financial sectors leading the sell‑off as markets closed out a turbulent February. This broad market retreat was driven by hotter‑than‑expected inflation data (Producer Price Index), renewed AI valuation fears, rising geopolitical risk, and defensive positioning among institutional investors — setting the stage for an urgent and wide‑ranging discussion. On today’s ⁠Wayve Wire⁠, host Todd M. Schoenberger sits down with Rhys Williams (CIO) and Joe Besecker (CEO) of Wayve Capital for a live, real‑time debrief of the sell‑off and what it means for markets ahead. In this episode, they unpack: ✔️ Why stocks are selling off today — sticky inflation, AI risk repricing, and risk‑off sentiment ✔️ Investor sentiment around AI adoption vs. valuation disconnect — including technology leadership and broader rotation dynamics ✔️ Financial sector performance vs. perception — opportunities in banks & financial services despite negative headline narratives ✔️ Energy markets & geopolitical risk — supply disruption potential and portfolio weighting ideas ✔️ Commodities, metals, and AI data center resource demands — where energy, metals, and infrastructure costs intersect with market flows ✔️ Macro drivers to watch — upcoming inflation data, jobs reports, and policy expectations ✔️ Long‑term opportunity vs. short‑term volatility — how strategic positioning can navigate choppy waters Whether you’re a portfolio manager, advisor, or active investor, this episode delivers expert context you won’t get from the headlines alone. 👉 Watch and Listen now and arm yourself with insights ahead of next week’s data storms. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #WayveWire #MarketCrash #StockMarketSelloff #Inflation #AIStocks #DowJones #SAndP500 #Nasdaq #FinancialMarkets #MarketVolatility #WayveCapital #RhysWilliams #JoeBesecker #ToddSchoenberger Learn more about your ad choices. Visit megaphone.fm/adchoices
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    26 分
  • Founder Power: Why Founder-Led Companies Are Beating the Market

    Founder Power: Why Founder-Led Companies Are Beating the Market
    2026/02/27
    Are founder-led companies the secret weapon investors have been overlooking? On this episode of The Money Path, host Todd M. Schoenberger sits down with Michael Monaghan, Partner and Portfolio Manager at Founder ETFs, to explore the investment thesis behind the Founders 100 ETF — a fund built exclusively around companies still led by their founders. Inspired by a visit to the historic Fort McHenry flag in Washington, D.C., Michael shares how the idea evolved into a data-driven strategy focused on one powerful insight: founder-led companies have historically outperformed the broader market. In this episode, you’ll learn: 📈 Why founder-led companies tend to outperform traditional corporate structures 🏛️ The inspiration behind the Founders 100 ETF and its patriotic roots 🔎 How the ETF selects its 100 holdings and applies a modified market-cap weighting with a 7% cap 💡 The competitive advantages founders bring — vision, execution, ownership mentality, and moral authority 📊 How the ETF outperformed the S&P 500 by 3% and the Nasdaq (QQQs) by 2.2% during a volatile week ⚖️ Why this strategy avoids leverage while much of the ETF industry embraces it 🚀 How the fund positions itself as a broad-market innovation play (excluding utilities) 📦 Where investors can access the ETF and how executives inside portfolio companies are reacting Michael also shares insights from Founder ETFs’ proprietary database of 11,000 stocks and hints at future innovation in the ETF space. If you care about long-term compounding, innovation-driven growth, and disciplined equity ownership — this is an episode you don’t want to miss. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath #FounderETFs #FounderLedCompanies #ETFInvesting #InnovationInvesting #LongTermInvesting #StockMarket #PortfolioManagement #ToddSchoenberger #MichaelMonaghan #InvestingPodcast #WealthBuilding #EquityOwnership Learn more about your ad choices. Visit megaphone.fm/adchoices
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    14 分
  • MARKET MELTDOWN: Inflation Shock, AI Fear & Energy Volatility — Live Expert Breakdown

    MARKET MELTDOWN: Inflation Shock, AI Fear & Energy Volatility — Live Expert Breakdown
    2026/02/27
    U.S. stocks plunged sharply on Friday, February 27, 2026, with the Dow Jones Industrial Average tumbling as much as ~700‑800 points, the S&P 500 and Nasdaq sliding deeply into the red, and tech and financial sectors leading the sell‑off as markets closed out a turbulent February. This broad market retreat was driven by hotter‑than‑expected inflation data (Producer Price Index), renewed AI valuation fears, rising geopolitical risk, and defensive positioning among institutional investors — setting the stage for an urgent and wide‑ranging discussion. On today’s Wayve Wire, host Todd M. Schoenberger sits down with Rhys Williams (CIO) and Joe Besecker (CEO) of Wayve Capital for a live, real‑time debrief of the sell‑off and what it means for markets ahead. In this episode, they unpack: ✔️ Why stocks are selling off today — sticky inflation, AI risk repricing, and risk‑off sentiment ✔️ Investor sentiment around AI adoption vs. valuation disconnect — including technology leadership and broader rotation dynamics ✔️ Financial sector performance vs. perception — opportunities in banks & financial services despite negative headline narratives ✔️ Energy markets & geopolitical risk — supply disruption potential and portfolio weighting ideas ✔️ Commodities, metals, and AI data center resource demands — where energy, metals, and infrastructure costs intersect with market flows ✔️ Macro drivers to watch — upcoming inflation data, jobs reports, and policy expectations ✔️ Long‑term opportunity vs. short‑term volatility — how strategic positioning can navigate choppy waters Whether you’re a portfolio manager, advisor, or active investor, this episode delivers expert context you won’t get from the headlines alone. 👉 Watch and Listen now and arm yourself with insights ahead of next week’s data storms. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #WayveWire #MarketCrash #StockMarketSelloff #Inflation #AIStocks #DowJones #SAndP500 #Nasdaq #FinancialMarkets #MarketVolatility #WayveCapital #RhysWilliams #JoeBesecker #ToddSchoenberger Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 分
  • AI Shockwaves, Falling Yields & Tariff Turbulence: José Torres Maps the Economic Crossroads

    AI Shockwaves, Falling Yields & Tariff Turbulence: José Torres Maps the Economic Crossroads
    2026/02/27
    Nvidia delivers 73% revenue growth — yet the stock drops 5%. What is the bond market telling us that equities aren’t? On this episode of The Torres Report, host Todd M. Schoenberger sits down with José Torres, Senior Economist at Interactive Brokers, to break down the economic forces driving today’s markets. They discuss: ✔️ Why investors rotated from tech into Treasuries ✔️ AI’s real impact on jobs, wages, and productivity ✔️ Labor shortages vs. unemployment fears ✔️ Mortgage rates falling below 6% — and what it means for housing ✔️ The Supreme Court tariff battle and market implications ✔️ CPI vs. PCE vs. PPI — and what the Fed is really watching ✔️ Why narrowing deficits and falling yields could fuel a Dow & Russell breakout Is the economy stronger than markets think? And could rate cuts unlock the next leg higher? If you follow macro, policy, rates, or equities — this is a must-watch conversation. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #TheTorresReport #JoseTorres #InteractiveBrokers #Nvidia #AIeconomy #TreasuryYields #MortgageRates #Tariffs #FederalReserve #CPI #PCE #JobsReport #DowJones #Russell2000 #MacroEconomics #StockMarket Learn more about your ad choices. Visit megaphone.fm/adchoices
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    22 分
  • AI Jitters, Tariff Tensions & a Risk-Off Warning? Mish Schneider Maps the Market Crossroads

    AI Jitters, Tariff Tensions & a Risk-Off Warning? Mish Schneider Maps the Market Crossroads
    2026/02/27
    Nvidia posts 73% revenue growth — yet the stock drops. Is this AI fatigue… or something deeper? On this episode of Financial Compass with Mish Schneider, host Todd M. Schoenberger welcomes Mish Schneider, Chief Strategist at MarketGauge.com and Founder of the Economic Modern Family YouTube channel, for a high-level breakdown of today’s volatile market landscape. Mish explains: ✔️ Why Nvidia’s pullback may signal broader AI and liquidity concerns ✔️ How tariffs and policy uncertainty are fueling market hesitation ✔️ What TLT, SPY, and junk bond ratios reveal about risk-on vs. risk-off conditions ✔️ Whether we’re entering a prolonged sideways market cycle ✔️ The outlook for gold, silver, oil, housing, and mortgage rates Are we at a major inflection point — or simply resetting expectations? If you’re navigating equities, commodities, or macro trends, this episode delivers critical signals you need to watch now. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #FinancialCompass #MishSchneider #MarketGauge #Nvidia #AIInvesting #StockMarket #Tariffs #BondMarket #RiskOnRiskOff #Gold #Oil #MacroStrategy #Investing #EconomicModernFamily Learn more about your ad choices. Visit megaphone.fm/adchoices
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    32 分
  • AI Boom or Bubble? Nvidia’s 73% Growth, Software Fears & Private Credit Shockwaves

    AI Boom or Bubble? Nvidia’s 73% Growth, Software Fears & Private Credit Shockwaves
    2026/02/27
    Nvidia just delivered 73% revenue growth and record data center sales — yet the stock fell 5%. What gives? On this episode of The Money Path, host Todd M. Schoenberger sits down with Jed Ellerbroek, CFA, Portfolio Manager at Argent Capital Management, to break down what Nvidia’s earnings really signal for AI demand, tech leadership, and broader market risk. They discuss: ✔️ Whether AI demand is peaking — or just getting started ✔️ Why Big Tech plans to boost AI CapEx by 70% in 2026 ✔️ The growing divide between AI winners and vulnerable software stocks ✔️ Private credit fears, Blue Owl redemptions, and late-cycle risks ✔️ Lessons from SVB, First Republic, and Blackstone’s BREIT Is this a healthy market recalibration — or the start of something bigger? If you invest in tech, AI, software, or alternative assets, this is a must-watch conversation. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #Nvidia #AIInvesting #ArtificialIntelligence #StockMarket #TechStocks #PrivateCredit #BlueOwl #Blackstone #SoftwareStocks #Semiconductors #MarketRisk #AlternativeInvestments #WealthManagement #InvestingInsights Learn more about your ad choices. Visit megaphone.fm/adchoices
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    24 分
  • High-Risk Bull Market Alert: Rate Cuts Fading, Energy Surging & Midterm Volatility Ahead

    High-Risk Bull Market Alert: Rate Cuts Fading, Energy Surging & Midterm Volatility Ahead
    2026/02/26
    Is this rally built to last — or is volatility about to surge? On this episode of ⁠The Money Path⁠, Todd M. Schoenberger sits down with Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments, to break down what she calls a “high-risk bull market.” Despite strong earnings and solid GDP growth, markets face mounting crosscurrents: • Mixed economic data and sticky inflation • Slowing labor momentum and fragile consumer confidence • Fading expectations for aggressive Fed rate cuts • AI-driven CapEx reshaping productivity and sector leadership • Energy strength in crude oil and natural gas • Conflicting oil demand forecasts (EIA vs. OPEC) • A 10% tariff reinstatement and its potential market impact • The historical reality of 18–19% midterm election drawdowns Victoria explains why capital is rotating into underperforming sectors like Staples, machinery, materials, transportation, healthcare, and energy — and why investors may need to prepare for summer volatility. Is this simply a pause in a powerful uptrend… or the setup for sharper market swings? If you care about portfolio positioning, sector rotation, Fed policy, AI-driven productivity, energy markets, and election-year volatility — this is a must-watch and listen conversation. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath #VictoriaFernandez #CrossmarkGlobal #StockMarketOutlook #HighRiskBullMarket #FederalReserve #InterestRates #MidtermElections #MarketVolatility #AIInvesting #CapEx #SectorRotation #EnergyStocks #OilMarket #Tariffs #GDP #Inflation #PortfolioStrategy Learn more about your ad choices. Visit megaphone.fm/adchoices
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    23 分
  • Advisors: Are You Losing Clients Without Knowing It? Here’s How to Stop It.

    Advisors: Are You Losing Clients Without Knowing It? Here’s How to Stop It.
    2026/02/26
    Client attrition rarely happens because of performance — it happens because of broken communication. On this episode of ⁠The Money Path⁠, host Todd M. Schoenberger sits down with Michael Lieberman, Partner at Advisors Capital Management and author of Transferring Out, to unpack why financial advisors lose clients — and how to prevent it. Michael shares practical strategies to: ✔️ Become the first call when clients face financial decisions ✔️ Fix onboarding breakdowns that quietly damage trust ✔️ Build a clear client experience roadmap ✔️ Communicate succession plans before clients ask ✔️ Strengthen human connection in an AI-driven world From succession planning to seamless onboarding, this conversation is a masterclass in building lasting client relationships and preventing preventable losses. If you’re a financial advisor, RIA, or wealth manager serious about growth and retention, this is a must-watch episode. 👉 Don’t forget to Like 📢 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Like⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 👍 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Comment⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 💬 | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 🔔 for more in-depth market analysis! 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📢Disclaimer: The views and opinions expressed in this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or any of their affiliated entities, platforms, or distribution partners. CrossCheck Media produces content across video, audio, and digital print formats, and the perspectives shared in any format are for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, or tax advice, nor as a recommendation to buy or sell any security, asset, or strategy. All investments involve risk, including possible loss of principal. Viewers and readers should conduct their own due diligence and consult with a licensed financial advisor or other qualified professional before making financial decisions. A buyer-beware approach is always prudent. #TheMoneyPath #MichaelLieberman #TransferringOut #FinancialAdvisors #ClientRetention #WealthManagement #RIA #SuccessionPlanning #AdvisorGrowth #BehavioralFinance #PracticeManagement #ToddSchoenberger Learn more about your ad choices. Visit megaphone.fm/adchoices
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    21 分