PR value comes from access to financial professionals and fintech/AI innovators through in-depth, credibility-building interviews. Guests are often industry leaders or founders, offering authoritative perspectives for finance-focused audiences. Booking opportunities are solid but require timely angles and well-aligned topics; expect moderate competition for high-caliber guests.
366 episodes, Irregular, 4.7 rating
<1k, Neutral, USA
YouTube: 3.6k subscribers
30s Ad: 10 - 13, 60s Ad: 12 - 14, CPM Category: Business
christopher.hensley@cambridgesecure.com
Education, Business, Entrepreneurship, Careers, Self-Improvement, Technology
Typical Credentials:
Professional credentials in finance/tech/policy; founders, CEOs, authors, recognized experts
Required Achievements:
Founded notable companies (Snappy Kraken, FINNY, GReminders), Authored influential retirement research (4% Rule), Media appearances and speaking engagements, Books or major industry contributions
Robert J. Sofia - AI Implementation For Advisor Marketing, Data-driven Personalization, Trust At Scale, Compliance And Data Strategy, Bill Bengen - Inflation, Withdrawal Strategies, Retirement Planning Under Rising Costs, Brian Thorp - Advisor Discovery, Ai-driven Marketing, Client Acquisition, Victoria Toli - Ai-powered Prospecting, Compliant Outreach, Human-centered Growth, Eden Ovadia - Ai-powered Prospecting, Compliant Outreach, Human-centered Growth
AI for advisors, advisor marketing, wealth management, retirement planning, 4% Rule, digital transformation, trust and authenticity, financial education, fintech, privacy and compliance