Booking Overview
Metrics
Episodes: 60
Frequency: Monthly
Rating: 5.0/5.0
Estimated listeners: 100 - 1,000
Gender skew: Neutral
Listener location: USA
YouTube: 819 subscribers
Instagram: 101 followers
Contact Information
Publicly listed emails
info@bridgefordtrust.com
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Host
David Warren - Co-Founder and Chairman of Bridgeford Trust Company, with a focus on trust services, estate planning, wealth preservation, and multigenerational planning.
Booking Intelligence
Booking Requirements
Recent Guest Discussions
Lauren Klein - Personalized Estate Planning, Special Needs Trusts, Probate Avoidance, Privacy, Planning For Busy Parents, Wealth Building In The Legal Profession, And Attorney Well-being.
Skyler Wanberg - Premium Financing, Life Insurance In Legacy Planning, Funding Structures, Estate-tax Planning, Independent Trustees, Irrevocable Life Insurance Trusts, Private Placement Life Insurance, And South Dakota Trusts.
Jeff Llewellyn - First-party And Third-party Special Needs Trusts, Government-benefit Eligibility, Trust Administration, Trustee Selection, Trust Jurisdiction, And Disability Planning.
Jason Levey - Independent Investment Advice, Family Wealth Planning, Multigenerational Wealth Transfer, Governance, Philanthropy, Artificial Intelligence, Cryptocurrency, And Geopolitical Uncertainty.
Josh Bennett - Domestic And Offshore Asset Protection, Creditor Protection, Privacy, Directed Trusts, South Dakota Trust Law, Trust Protectors, Investment Advisors, And Wealth Preservation.
Recent Topics
Episodes
Episode 62 – Empowered Planning: Rethinking Estate Planning, Wealth and Well-Being with Lauren Klein
September 30, 2026
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Lauren Klein – Co-Founder and Attorney at Flourish Law Group, PLLC – to discuss a more personalized approach to estate planning centered on education, empowerment, and understanding the unique needs of each family. Lauren shares her journey from Biglaw to co-founding Flourish Law Group and explores the importance of planning beyond the documents. The conversation includes special needs trust ...
Episode 61 – Leveraging Capital: Rethinking Premium Financing and Legacy Planning with Skyler Wanberg
August 26, 2026
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Skyler Wanberg – Executive VP, Legacy Funding at Leverage Capital Partners – for a conversation on innovative premium funding strategies and the role life insurance can play in sophisticated legacy planning. Skyler shares his entrepreneurial journey—from launching a life insurance brokerage at 19 to building and exiting companies across several industries before ultimately returning to insura...
Episode 60 – Special Needs Trusts: Turning Overwhelm into Action with Jeff Llewellyn
July 30, 2026
In this episode, David Warren – Co-Founder and Chairman of Bridgeford Trust Company – sits down with Jeff Llewellyn – Private Client Advisor and Principal at Rockwood Wealth Management – for an important conversation on Special Needs Trusts and the highly specialized planning required to support individuals with disabilities and their families. Drawing on both his professional experience and personal journey, Jeff shares how he built a practice focused on helping families move from overwhelm...
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Frequently asked questions
How do I get in touch with Delivering Direction & Control?
Delivering Direction & Control is hosted by David Warren. Its publicly listed email is info@bridgefordtrust.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
What is the email for Delivering Direction & Control?
The publicly listed email for Delivering Direction & Control: info@bridgefordtrust.com.
How many listeners does Delivering Direction & Control have?
Podseeker estimates Delivering Direction & Control reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
Who is an ideal guest for Delivering Direction & Control?
Delivering Direction & Control typically books working professionals with real expertise. Typical guest background: Established attorneys, wealth advisors, trust and fiduciary professionals, insurance specialists, investment consultants, and other senior practitioners with specialized expertise in estate planning, asset protection, legacy planning, or family wealth management. Common among recent guests: Senior leadership roles at established financial-services or wealth-management firms; Specialized legal, fiduciary, investment, insurance, or wealth-planning expertise; Authorship, entrepreneurship, or development of a recognized professional practice. Recent guests include Lauren Klein, Skyler Wanberg, and Jeff Llewellyn.
How hard is it to get booked on Delivering Direction & Control?
Medium. Guests usually need solid credentials in the topic and an idea that fits the show.
What topics does Delivering Direction & Control cover?
Recent episodes cover Finance, Wealth Management, Estate Planning, Asset Protection, and Trust Administration. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
info@bridgefordtrust.com
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