Jammin & Plannin Podcast

By: John Morgan
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  • Summary

  • The Jammin & Plannin Podcast is a new, unique, fun and hopefully entertaining Podcast brought to you by financial services industry veterans, John Morgan, and Scott Stathis. Life is short. And We believe any time you can combine your personal passions with your professional passions, is a time very well spent. Scott and John really love music and enjoy playing and creating music with others. From beginners to pros still playing paying gigs, the passion to play and create beautiful music is the same. 100% Joy! We also love working in the financial services space, helping advisors, banks and firms engage, plan, protect and grow utilizing valuable tools, actionable ideas and proven best practices. Bringing together great musicians, playing in perfect harmony can create amazing results, so can integrated technology, strategies and expertise! So why wouldn’t we combine those passions into a fun show? We would! We have! And we hope you will join us on this musical journey! John is a lifelong entrepreneur who spent a decade managing multi-million dollar restaurants in Washington, DC and Fort Lauderdale, FL, as well as opening his own restaurant, Tequila Sunrise Mexican Café back in December of 1995, which still stands today. He sold his half in 2000 and transitioned to the Financial Services Industry as an advisor and eventually started his own independent firm, JM Morgan Financial Partners. He currently engages in fractional business development for Fintech’s and Start-Ups as the Managing Member of Connected Consultants. Scott has worked in the financial services industry since 1992. Scott joined forces with Dr. Kenneth Kehrer in 2008 and subsequently partnered with BISA in 2012 to form Bank Insurance & Securities Research Associates, BISRA (formerly Kehrer-LIMRA) was a performance research and consulting organization focused on financial institutions, and was a collaboration between BISA and LIMRA International. Scott served as the Managing Director and COO of BISRA until 2015 when he was provided the opportunity to extract it as his own business. His more recent experience includes 12 years running his own financial services technology consulting and sales performance company, as well as being president of a financial planning software firm.
    Copyright 2024 John Morgan
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Economics Leadership Music
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Episodes
  • Jammin & Plannin - Episode 2 - Introducing Adam "Map Man" Holt

    Jammin & Plannin - Episode 2 - Introducing Adam "Map Man" Holt
    Sep 14 2024

    Join our Hosts, Johnny “Guitar” Morgan, Founder and Managing Member at ConnectedConsultants, LLC and Scotty “Kick Drum” Stathis, Founder and Managing Partner at Stathis Partners, LLC for their 2nd episode of the Jammin & Plannin Podcast as they introduce their very first Guest Star..

    Introducing Adam "Map Man" Holt, Founder and CEO at Asset-Map!

    While Adam is very well known in the Financial Services Industry as the Award Winning CEO, Thought Leader, Podcast Co-Host, International Keynote Speaker, Recovering Financial Advisor, Rebel Dad, Friend and more, only the lucky few know all about his hilarious journey with music, and finally unleashing his inner Rock Star!

    Key Topics in this Episode:

    • Adam's excellent adventure from hoarding piano lesson checks, to "borrowing" a friends bass to learn and practice, to the Jammin & Plannin Podcast.
    • There is a rumor Adam has been known to toss a few overexuberant, inebriated groupies from the stage when necessary.
    • How Music has played a positive role in his life and business.
    • What Adam actually does in-between his non stop meetings, all day, everyday.
    • What is new at Asset-Map and how their newest tech enhancements are helping Advisors and Firms Re-Imagine Financial Planning.

    And much more..

    Come Join The Fun!!

    Connect with John Morgan on LinkedIn: https://www.linkedin.com/in/johnmorganconnectedconsultants/

    Connect with Scott Stathis on LinkedIn: https://www.linkedin.com/in/scottstathis/

    Connect with Adam Holt on LinkedIn: https://www.linkedin.com/in/hadamholt/

    Join our Jammin & Plannin Podcast Group on LinkedIn where we are building a fun community of like-minded professionals who enjoy good vibes, great music, delicious food, and more! https://www.linkedin.com/groups/13049013/
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    49 mins
  • Jammin & Plannin - Origin Story

    Jammin & Plannin - Origin Story
    Jul 14 2024

    Join our hosts, Johnny “Guitar” Morgan, Founder and Managing Member at ConnectedConsultants, LLC and Scotty “Kick Drum” Stathis, Founder and Managing Partner at Stathis Partners, LLC for our first episode as they discuss the origin story of the Jammin & Plannin Podcast and their own musical passions, as well as what to expect as the series continues with guests from the financial services industry!

    Key Topics in this Episode:

    • How and Why John & Scott came together to start the Jammin & Plannin Podcast
    • How each of them got started in music, what instruments they play, and how they explore this passion
    • Interesting stories around their musical journeys and how music has played a positive role in their lives
    • What they do in their day jobs and how each hopes to make a positive impact in the financial services industry.
    • Invite other financial services professionals to do the same by sharing their love of music and so much more

    Come Join The Fun!!

    Connect with John Morgan on LinkedIn: https://www.linkedin.com/in/johnmorganconnectedconsultants/

    Connect with Scott Stathis on LinkedIn: https://www.linkedin.com/in/scottstathis/

    Join our Jammin & Plannin Podcast Group on LinkedIn where we are building a great community of like-minded professionals who enjoy good vibes, great music, delicious food, and more! https://www.linkedin.com/groups/13049013/
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    36 mins

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