Voice from the Hills

Playing the PR Game: A Conversation with Jason Lahita

Mon, 05 Jun 2023 15:51:05 GMT

"You should take it personally if you don't get quoted in an article when you spent time engaging on a certain topic. You should want to improve and figure out why it is that you didn't get in the piece. And any good PR team is gonna help you get to the bottom of that and get better the next time out." - Jason Lahita

Through his own experiences and real-life anecdotes, Jason Lahita uncovers the intricacies of the PR landscape, from mastering the art of storytelling to cultivating transparent and fruitful relationships with the media. Discover the ever-changing media landscape and gain invaluable insights and strategies for navigating the PR game with finesse.

Tune in and unlock the secrets to leveraging media opportunities for ultimate success.

Jason’s varied skillset includes — but is not limited to — the ability to sell fine wine, fixing US Navy warplanes as an avionics technician, sports and nautical themed metaphors, and a refined understanding of high-quality PR practices acquired over years of experience playing the game.

After working in PR at United Capital Financial Advisors and receiving his MBA from UC Irvine, he started his first PR shop, FiComm Partners, in 2012. For six years, Jason built the company alongside an awesome business partner who had joined in 2014. At the close of those years, the two found that they wanted different things for their small orange business, so Jason departed for his next chapter – starting an actual orange business. Just kidding, although if it had been an orange business, things might have gone differently. Oranges are oranges, after all.

Leaving FiComm in good hands, Jason returned to his roots of working within RIAs in 2018 when he joined Integrated Partners, a fantastic financial firm that reminded him a lot of United Capital. For two years, he ran PR inside this great organization, until one day, it was time for Jason to set forth and start anew in 2020.

And so, StreetCred PR was born, with Integrated Partners as the company’s first client. Soon new clients joined, and then more clients, and a growing team of fantastic people driving the work.

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Special Episode: Origin Story

Wed, 12 Apr 2023 14:00:48 GMT

Join James Werner as he explores the ORIGIN STORY of Voice From the Hills Podcast.

After almost 40 episodes, it seems only fitting that the story of Voice From the Hills be told through the guests that were on the show.

Voice From the Hills strives to introduce the best and brightest talents in the industry. With each guest, we gain access to his or her unique capabilities and perspectives. The insights gained from the guests helps our audience build and manage their wealth, and help cement their lifelong impact.

We'd like to give a massive thank you to each and every one of our guests. Be sure to check out all of the guests featured on this episode here:

Adam Singer- AdQuick

Adam Holt- Asset-Map

Aaron Klein- Riskalyze

Brian Portnoy- Shaping Wealth

Dani Fava- Envestnet

Daniel Crosby- Orion Advisor Tech

Denise Shull- The ReThink Group

Dr. David Rhoiney- Surgifi

Dr. James Rusell- Texas Tech University

Emily Binder- WealthVoice

Jake Northrup- Experience Your Wealth

Kelly Waltrich- Intention.ly

Kristin Schmidt- Ria Oasis

Nicole Casperson- WTFINTECH?

Penny Phillips- Journey Strategic Wealth

Perth Tolle- Life + Liberty Indexes

Samantha Russell- FMG

Stephanie Bogan- Limitless

Voice from the Hills is a podcast that aims to educate its audience on building wealth and achieving financial goals. With the help of industry experts and talented guests, the podcast provides valuable insights and a roadmap for listeners to follow.

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Fractional Evangelism: A Conversation with Diana Cabrices

Wed, 29 Mar 2023 14:00:45 GMT

"When you're in your own ecosystem, you can't look at your product or your story from an outside perspective and pick out those really unique and interesting things and spit them back out in a very compelling way... That's why we all need that fractional evangelist, because it's very difficult to evangelize for yourself."

Diana Cabrices shares the power of marketing evangelists for fintech startups.

She discusses her "aha moment" realizing a need for her services and becoming an evangelist for fintech companies.
She explains what she looks for in a company to become a believer and how she transforms a company's message.
She emphasizes the importance of having an evangelist in a tech company, especially for startups, and how they can reach out to them for help.

Follow Diana on Twitter.

Diana is the founder of Diana Cabrices Consulting, and the industry's first Fractional Chief Evangelist. She has spent her entire career generating millions of dollars of company revenue and value via brand evangelism. In her most recent engagement, where she was second — primarily first — to the CEO in presenting all over the country, she helped 10x recurring revenue in 3 short years.

From the new-tech-in-town to advisor-tech-staple, her strategies helped skyrocket her company’s growth. Evangelizing her brand meant grabbing the company by the horns and making it her number one mission to show up everywhere.

More formally, she's led the charge on varying company functions over the course of her wealthtech career: SMB, mid-market, and enterprise sales, key relationship management, strategic and channel partnerships, and customer success and engagement. Her experience spans the advisor tech gamut, representing technology companies designed to help financial advisors with recruiting, succession planning, M&A, small business benefits, community, marketing, branding, and more.

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Stacked: A Conversation with Corey Hoffstein

Wed, 15 Mar 2023 15:00:23 GMT

"If you look at every major financial catastrophe, leverage is there, but it's not leverage on its own. It's concentrated leverage. It's using leverage to do two and three times exposure to stocks rather than using leverage to unlock the benefits of diversification."

On this episode of Voice From the Hills, we discuss various topics related to investing and portfolio management.

Corey Hoffstein explains how investors often misapply probabilities and trends and introduces the concept of return stacking.
The conversation touches on asset location and its relationship with tax efficiency, with the importance of considering the vehicles used in the implementation process for maximum tax efficiency.
The episode also includes personal anecdotes from Hoffstein about his family traditions and values that have served him well in athletic and business endeavors.

Mentioned in the episode:

Return Stacked Bonds & Managed Futures ETF

Follow Corey on Twitter

Corey Hoffstein is co-founder and Chief Investment Officer of Newfound Research. Investing at the intersection of quantitative and behavioral finance, Newfound Research is dedicated to helping clients achieve their long-term goals with research-driven, quantitatively-managed portfolios, while simultaneously acknowledging that the quality of the journey is just as important as the destination. At Newfound, Corey is responsible for portfolio management, investment research, strategy development, and communication of the firm’s views to clients. Corey is a frequent speaker on industry panels and contributes to ETF.com, ETF Trends, and Forbes.com’s Great Speculations blog. He was named a 2014 ETF All Star by ETF.com. Corey holds a Master of Science in Computational Finance from Carnegie Mellon University and a Bachelor of Science in Computer Science, cum laude, from Cornell University.

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Market Insights: A Conversation with Dean Rogers

Wed, 01 Mar 2023 15:00:52 GMT

"Every day that the market is down, your future expected return is going to increase regardless of what asset you're investing into."

On this episode, Dean Rogers and James Werner discuss:

The origin of the terms "Bull" and "Bear" in the stock market.
The the concept of yield curve and investing in short-term bonds.
Including risk-managing alternatives in portfolios for long-term investment.

Check out Dean's article mentioned in the episode: The Ballad of Bulls & Bears

Originally from a rural town in southwest Missouri, Dean graduated from Baylor in 2016 with dual-majors in accounting and finance. While at Baylor, Dean was fortunate enough to work as an investment analyst for one of the university’s endowment funds – where he quickly developed a passion for public markets and alternative investment strategies. He then relocated to San Antonio to begin his post-graduate career at USAA, rotating between a number of corporate roles before ultimately moving to Austin and joining Silicon Hills in September 2020.

As Portfolio Management Analyst, Dean is responsible for execution of the firm’s investment program – including securities trading, portfolio design and construction, and subsequent oversight of portfolio performance. Additionally, he is responsible for research and due diligence of public and private investment strategies, as well as ongoing analysis of economic trends for presentation to the firm’s investment committee.

Additionally, Dean was a Founding Partner of Silicon Hills Technologies and hold the following certifications: Series 65 designation, Chartered Financial Analyst (CFA), Certified Internal Auditor (CIA), and Certified Enterprise Analytics Professional (CEAP)

Listen to our new mini pod, The Stream. The Stream highlights timely updates and information and introduces important ideas and concepts in short but impactful three minute micro pods. You can subscribe separately to The Stream on all podcast platforms or through any Alexa enabled device by simply saying "Alexa, play the latest update from Silicon Hills Wealth". If you'd like to learn more about Silicon Hills wealth and the services we offer, please visit our website here.

Learn more about Silicon Hills Wealth Management here. Silicon Hills Wealth Management is a financial planning and wealth management firm based in Austin, Texas. We provide exceptionally personalized financial planning services, specially designed to impact people’s lives for the better at every level, for a world truly invested.

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On Sabbaticals: A Conversation with Jake Northrup

Wed, 15 Feb 2023 16:00:58 GMT

Jake Northrup dives into the financial implications of taking a sabbatical and society's shift towards valuing experiences over material possessions.

"Look at this 10 or 15 years down the road. What are you going to remember most? What's most important to you as a family? And a couple?"

On this episode, Jake Northrup and James Werner discuss:

Jake's decision to go on a once-in-a-lifetime trip to Antarctica instead of using the money to purchase a home.
The benefits of taking a sabbatical, which include getting out of your routine, maximizing your experiences, and the opportunity for personal growth.
Tax and financial planning opportunities associated with taking a sabbatical, particularly with regards to income and tax rates.

Check out Jake's article mentioned in the episode: Sabbatical Financial Planning: Taking Extended Time Off Without Derailing The Career Or Retirement

If you liked this episode, consider listening to one of our recent episodes Limitless: A Conversation with Stephanie Bogan. Stephanie stresses that success is inextricably tied to our mindset.

Jake Northrup is the founder of Experience Your Wealth, LLC. They provide virtual, fee-only financial planning services to travel-loving young families who don't buy into the traditional "9-5, work-until-you're-65" concept. They help find the responsible balance between paying down debt, investing for the future, but also experiencing life now.

They're shaking up the financial planning industry by bringing modern, life-centered financial planning advice and personal CFO-level service to their clients. They are completely remote, paperless and meet clients over Zoom with frequent guest appearances from kids, dogs, cats and whatever fun animals that may be around your home.

When he's not wearing his financial planner hat, you can find him traveling around the world with his wife. Some of their favorite trips include include Antarctica, Singapore, Thailand, Vietnam, Egypt, Iceland, Croatia and Greece.

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Buckle Up: A Conversation with Kelly Waltrich

Wed, 25 Jan 2023 16:00:40 GMT

Kelly discusses proving your value, nurturing your audience, and transforming your business.

Check out our new mini pod, The Stream. The stream is highlights timely updates and information and introduces important ideas and concepts in short but impactful three minute micro pods. You can subscribe separately to The Stream on all podcast platforms or through any Alexa enabled device by simply saying "Alexa, play the latest update from Silicon Hills Wealth". If

you'd like to learn more about Silicon Hills wealth and the services we offer, please visit our website here.

For over 15 years, Intention.ly Co-founder Kelly Waltrich has been championing the role of marketing in the financial services industry. As former Chief Marketing Officer at eMoney Advisor and Orion Advisor Solutions, she proved time and again that there is no better driver of an organization’s growth and overall success than a well-run marketing and communications team. At eMoney and Orion, Waltrich built powerhouse marketing teams from the ground up, developing the engines that would fuel the highest periods of growth for both companies.

She designed the strategy behind several successful rebrands, acquisitions, and product launches—including spearheading the development of two advisor marketing products—while creating unmatched overall brand visibility and helping to turn company executives into industry thought leaders. Through forward-thinking demand generation, PR, and product marketing, Waltrich created a consistent inbound pipeline for both firms, driving CAC down and SOV up.

Intention.ly is the culmination of every lesson Waltrich has learned thus far in her tenure as a marketing disruptor, born from her passion and persistent belief that when it’s done right, marketing is the accelerant financial services firms need to transform their growth trajectory.

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Think Giving: A Conversation with Brandon O'Neill

Thu, 08 Dec 2022 16:00:35 GMT

Brandon O’Neill shares some great insight on personally impacting your community, involving the next Generation, and making the most of your generosity.

Brandon's passion is to make charitable giving a part of the financial planning process for more individuals. He is the Charitable Planning Consultant at Fidelity Charitable and serves as a resource to advisors in Texas, Arkansas, Louisiana, New Mexico, Kansas and Oklahoma who seek to deepen client engagement and grow their practice by building charitable giving strategies into their clients’ overall financial and wealth management plans. This includes working with advisors and their clients to strengthen their understanding of the different charitable vehicles, such as donor-advised funds, which can help donors be more strategic in charitable giving and make more of an impact. Fidelity Charitable is an independent public charity and the largest sponsor of donor-advised funds in America. Our mission is to grow the American tradition of philanthropy by providing programs that make giving accessible, simple, and effective. Since 1991, Fidelity Charitable has worked with over 200,000 donors and their advisors to grant $61 Billion to more than 357,000 non-profit organizations across the United States.

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ICYMI- A Voice From the Hills Podcast Recap Ep. 23-28

Wed, 23 Nov 2022 16:00:59 GMT

(0:25) Adam Holt- CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor.

(1:21) Kevin Lozer- Co-Founder of Holistiplan, and Principal/Founder Oakton Financial

(2:50) Aaron Klein- Co-Founder and CEO at Riskalyze

(5:04) Russell James- Professor of Charitable Financial Planning at Texas Tech University

(7:25) Kristen Schmidt- Founder |Tech Strategist & Consultant at RIA Oasis and Fidelity Operations Summit Conference Speaker

(9:50) Susan Mckenna- CEO of eMoney Advisor

(12:11) Closing Remarks with James Werner, Co-Founder of Silicon Hills Wealth Management

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Relentless: A Conversation with Penny Phillips

Wed, 09 Nov 2022 16:00:43 GMT

Penny shares the importance of active listening, reducing your importance, and overcoming life’s obstacles to gain new strengths.

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Limitless: A Conversation with Stephanie Bogan

Wed, 26 Oct 2022 15:00:35 GMT

Stephanie reminds us that busy is an excuse, we are in control, and that our success is inextricably tied to our mindset.

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Bridging the Gap: A Conversation with Susan McKenna

Mon, 10 Oct 2022 15:00:11 GMT

eMoney CEO Susan McKenna talks to us about bringing financial peace of mind to the masses, leveraging technology through diversity and inclusion and ultimately helping advisors and clients talk about money.

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A Conversation with Kristen Schmidt EP. 27

Wed, 28 Sep 2022 21:00:00 GMT

Kristen is a tech stack/process savant who knows what works, understands the pain points and wish lists of executives, team members, and end clients.

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The Power of Story: A Conversation with Dr. Russell James

Mon, 12 Sep 2022 15:00:02 GMT

Dr. Russell James discusses the power of story, the client as the hero of their story, and how advisors can ascend to the role of trusted sage.

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Holistiplan: A Conversation with Kevin Lozer

Mon, 29 Aug 2022 15:00:35 GMT

Holistiplan co-founder Kevin Lozer talks about his life and career resets, building a stand alone fintech solution for life insurance that morphed into a popular tax planning application, and going from beta to 12,000 subscribers.

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Fearless: A Conversation with Aaron Klein

Mon, 15 Aug 2022 15:00:00 GMT

Riskalyze CEO Aaron Klein talks about the significance of family, the challenges of entrepreneurship, and how quantifying risk can turn the fearful investor into a fearless investor

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Painting Your Financial Picture: A Conversation with Adam Holt

Mon, 01 Aug 2022 15:00:00 GMT

Adam Holt joins us to discuss his transition from advisor to fintech founder and the importance of having all your wealth and all your advisors on the same page.

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ICYMI- A Voice From the Hills Podcast Recap Ep. 16-22

Wed, 20 Jul 2022 15:00:34 GMT

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A Conversation with Dr. David Rhoiney EP. 22

Mon, 27 Jun 2022 21:00:10 GMT

Charting a Path to Financial Literacy On the Way to Success.

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A Conversation with Shana Sissel EP. 21

Mon, 13 Jun 2022 21:00:32 GMT

Shana Sissel joins us to share her expertise on alternative investments and to share her experience on the 64th Floor of Tower 2 on September 11th

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A Conversation with Caitlin Cook EP. 20

Mon, 30 May 2022 21:00:31 GMT

Is Blockchain and the crypto complex the future of finance or a cautionary tale? Let’s dive in together.

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A Conversation with Denise Shull EP. 19

Mon, 16 May 2022 21:00:00 GMT

In Contrast to traditional Cognitive Behavioral Science, Denise challenges high performers to embrace feeling and emotion and harness intuition. The results are solid gold.

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A Conversation with Emily Binder EP. 18

Wed, 04 May 2022 21:00:00 GMT

Emily Binder joins us to discuss the power of voice and the challenges and opportunities that wait for early adopters and entrepreneurs.

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A Conversation with Janet Torres EP. 17

Mon, 25 Apr 2022 21:00:00 GMT

The Literacy Coalition of Central Texas provides direct literacy educational services and provides training, support, and placement across over 67 partner organizations to expand both the reach and the quality of literacy services for those in need.

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ICYMI- A Voice From the Hills Podcast Recap Ep. 9-15

Tue, 19 Apr 2022 17:22:34 GMT

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A Conversation with Daniel Crosby - EP. 16

Mon, 11 Apr 2022 21:00:19 GMT

Dr. Daniel Crosby joins us to discuss utilizing education, curated environment, and encouragement to bring out our best as investors, financial stewards, and human beings. Dr. Dan reminds are we all simultaneously susceptible to poor decisions but also mere steps away from greatness.

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A Conversation with Adam Singer - EP.15

Mon, 28 Mar 2022 21:04:48 GMT

Adam Singer talks building your own sandbox to pursue personal growth, monitoring skills advancement and not just compensation, and focusing your efforts on what isn’t going to change.

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A Conversation with Nicole Casperson - EP.14

Mon, 14 Mar 2022 21:00:42 GMT

Nicole Casperson is a reporter turned creator, an unabashed advocate for diversity and inclusion, and one of the best resources for Fintech in our Industry. Join us as we talk new media, fintech, and the surprising role that Ukraine plays in the fintech marketplace.

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A Conversation with Brian Portnoy - EP. 13

Wed, 23 Feb 2022 23:30:00 GMT

Brian Portnoy discusses the importance of funded contentment and the idea that while our situations are unique and special, our behavioral challenges are not. Human is human.

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A Conversation with Dani Fava - EP. 12

Wed, 26 Jan 2022 22:00:01 GMT

The future of finance revolves around managing the micro moments, making the next best decision. Join as Dani Fava walks us through the future of on time financial literacy for all levels of wealth.

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A Conversation with Joelle Boneparth - EP. 11

Wed, 12 Jan 2022 21:00:00 GMT

Joelle Boneparth published author, corporate attorney, household CEO, and so much more. Join us for a wide ranging conversation on balancing career, family, passion projects, and going through life without an off button.

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A Conversation with John Nersesian - EP. 10

Mon, 27 Dec 2021 21:00:00 GMT

Let’s talk equity compensation. But let’s do it with the best. John is currently Head of advisor education at PIMCO, but he’s worn every hat at the highest level. Wisdom is what happens when experience intersects with knowledge. Today we bring you real wisdom! Enjoy!

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10 Year End Questions - End-of-Year Recap

Wed, 15 Dec 2021 17:14:33 GMT

10 year-end questions to help you end 2021 on a positive note and start 2022 on a proactive one.

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ICYMI- A Voice From the Hills Podcast Recap Ep. 1-8

Fri, 10 Dec 2021 18:09:19 GMT

Why do a podcast? What do we talk about? Who will we talk to? Who’s going to listen? Here’s a sample of the talented voices we have assembled and their inspiring stories.

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A Conversation with Samantha Russell, Chief Evangelist at FMG Suite - EP. 9

Wed, 08 Dec 2021 18:30:00 GMT

FMG Suite Chief Evangelist Samantha Russell joins us for a discussion of marketing best practices, being social on social media, and the all-important five-second test!

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A Conversation with Matt Ott, Executive Director of Black Fret - EP. 8

Wed, 17 Nov 2021 22:00:52 GMT

Black Fret is a membership-driven organization designed to provide consistent and sustainable support for local artists. The advocacy model is built on sponsors and supporters that share a love of music and a desire to give back.

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A Conversation with Perth Tolle, Founder of Life + Liberty Indexes - EP. 7

Wed, 20 Oct 2021 20:00:00 GMT

Emerging market investments using freedom as the primary investment factor. Perth Tolle explains her story and why freedom has alpha.

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Professor Russell James, PhD - Charitable Giving - EP. 6

Wed, 06 Oct 2021 20:01:59 GMT

Looking to take your charitable giving to the next level? Join us for a conversation with Professor Russell James, PhD!

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Glenda Molina, CFP - An ATX Woman to Watch - EP. 5

Wed, 22 Sep 2021 21:00:07 GMT

On this week’s episode of Voice from the Hills, James Werner has a conversation with Silicon Hills Wealth Management's very own, Glenda Molina, who was just named an ATX Women to Watch!

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Andy Bell and Shaleiah Fox - Charitable Perspectives from Thinkery Austin - EP. 4

Wed, 15 Sep 2021 21:08:43 GMT

On this week’s episode of Voice from the Hills, James Werner has a conversation with Andy Bell and Shaleiah Fox from Thinkery Austin about the deeper meaning of charitable giving and the first step someone can take to give back to their community.

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Jack Vogel, Ph.D - The Alpha in Factor Investing - EP. 3

Fri, 20 Aug 2021 18:00:03 GMT

In this episode of Voice from the Hills, James Werner introduces co-hosts Dean Rogers and Scott Wimmer who interview Jack Vogel, Ph.D. on a wide range of factor investing concepts.

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Carl Anderson - Part B: Reimagined Post Pandemic Vacations - EP. 2B

Wed, 04 Aug 2021 20:59:18 GMT

On episode two, part two of Voice from the Hills travel podcast with Carl Anderson from @anderson_vacations, we continue the conversation with hosted travel and the benefits of traveling with a group or agent.

Check out Anderson Vacations here!

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Carl Anderson - Part A: Reimagined Post Pandemic Vacations - EP. 2A

Thu, 29 Jul 2021 20:59:48 GMT

On this week's episode of Voice from the Hills, James Werner has a conversation with Carl Anderson from Anderson Vacations about post-pandemic travel where unspent travel budgets meet reimagined travel destinations. Can you have it all? YES.

Check out Anderson Vacations here!

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Michael Davila and AnnMarie Hatfield - Parent Tips for College Planning - EP. 1

Thu, 15 Jul 2021 20:59:51 GMT

On this week's episode of Voice from the Hills, James Werner has a conversation with the founder of College Inroads Michael Davila, and partner of the company Annmarie Hatfield about the best practices for parents of high school students, the key aspects of the college planning process, and success stories and personal narrative of past clients.

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Voice from the Hills Trailer

Thu, 08 Jul 2021 18:48:43 GMT

Introducing Voice from the Hills with Co-Founder of Silicon Hills Wealth Management, James Werner! VFTH includes 7 minute or less content pieces on financial tips & best practices. This show will also have a longer-form podcast series called Voice from the Hills Conversations. These conversations with companies and organizations will revolve around wealth management & financial planning and/or information important to the daily lives of the clients and families that we serve. Stay tuned for our first episode coming soon!

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