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'Leverage Asia: Global Strategy' explores the key insights, strategies, and success stories that empower businesses to think, grow, and thrive on a global scale. Hosted by David Yi, this podcast dives into the essential knowledge and actionable advice that entrepreneurs, executives, and business owners need to expand beyond borders. From cross-cultural understanding and navigating new markets to mastering international sales and managing global teams, 'Leverage Asia: Global Strategy' is your ...
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The Jade Dragon Podcast

Dr. David Lloyd, D.Ac, R.Ac, R.TCMP

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Welcome to The Jade Dragon Podcast, your guide to holistic well-being and self-discovery. Join us on a journey through the realms of mindfulness, fitness, ancient wisdom, and the pursuit of a balanced, vibrant life. Hosted by Dr. David Lloyd, in each episode, we explore a diverse range of topics that empower you to embrace a healthier, more harmonious existence. From the gentle art of meditation to the dynamic world of fitness, from ancestral diets rooted in tradition to the potent healing p ...
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The COO Roundtable

Coldstream Wealth Managment

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Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
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Matt was joined by Jeremy Massullo of Concurrent and Dr. Jordan Hutchison of RFG Advisory for Episode 70. Jeremy was Concurrent’s very first employee seven years ago, and currently serves as VP of Operations. The firm is headquartered in Tampa, FL, started as an OSJ on Raymond James’ platform, and currently has approximately $9.5 billion of client …
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Welcome to the Jade Dragon Podcast, where ancient wisdom meets modern science. Join host David Lloyd as we explore the profound concept of Yi, or intention, in Chinese medicine. Discover how focused intention can influence your health and shape your life in alignment with your deepest values. In this episode, we delve into the role of Yi as a guidi…
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Welcome to the Jade Dragon Podcast, where we delve into the profound traditions of Chinese medicine, philosophy, and Qigong. In this episode, we uncover the enigmatic life of Li Qingyun (李清雲), a figure in Chinese folklore believed to have lived for over 250 years. Join us as we explore the mystery, discipline, and wisdom that defined his life, draw…
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Welcome back to the Jade Dragon Podcast. In this episode, we dive into the fascinating world of Ganoderma, a medicinal mushroom revered for its health benefits and historical significance. Known as the mushroom of immortality, Ganoderma has been a staple in traditional Chinese medicine for over 2,000 years, reserved for emperors and the elite as a …
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Welcome to the Jade Dragon Podcast. I'm David Lloyd, and today we're diving into a topic that has touched many of our lives: anxiety. With the demands of modern life, finding stillness can feel like a struggle. But what if meditation offers a way through this turmoil? In this episode, we explore how meditation can help you manage anxiety, supported…
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Welcome to the Jade Dragon Podcast, where host David Lloyd delves into the fascinating intersection of ancient Chinese medicine and modern science. In this episode, we explore the transformative potential of medical Qigong for cancer patients. Medical Qigong, a branch of Qigong, offers gentle movements, breath work, and meditative focus designed to…
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Welcome to the Jade Dragon Podcast, where we blend the ancient wisdom of Chinese medicine and Qigong with modern science to enhance health and well-being. In this episode, we delve into the vital topic of heart health, exploring how the practice of Qigong can offer significant benefits for the cardiovascular system. Cardiovascular disease is a lead…
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Welcome to the Jade Dragon Podcast, where host David Lloyd delves into the ancient wisdom of Chinese medicine, Qigong, and Taoism. In this episode, we explore the mind-body connection of Qigong and its profound effects on managing stress and anxiety. Modern life often brings unavoidable stress and anxiety, but Qigong offers a path to inner peace th…
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Welcome to the Jade Dragon Podcast, where ancient wisdom meets modern science. Join host David Lloyd as he explores the fascinating intersection of acupuncture and neuroscience. This episode delves into how acupuncture, a cornerstone of traditional Chinese medicine, can influence neurotransmitters like serotonin, dopamine, and endorphins, impacting…
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Welcome to the Jade Dragon Podcast with your host, David Lloyd. In this episode, we delve into the ancient wisdom of Chinese medicine, focusing on the pivotal role of kidney essence, or Jing, in promoting longevity and overall well-being. Discover how Jing, stored in the kidneys, acts as the root of life, influencing everything from bone strength t…
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Welcome back to the Jade Dragon Podcast, where host David Lloyd guides you through the ancient wisdom of Chinese medicine, meditation, and the art of living well in today's fast-paced world. In this episode, we explore the crucial topic of sleep and discover how meditation can be the key to achieving deeper, more restful nights. Delve into the impo…
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Welcome back to the Jade Dragon Podcast, where we delve into the intriguing realms of Qigong, Chinese medicine, Taoism, and the interconnectedness of mind, body, and energy. In this episode, host David Lloyd takes us on a deep dive into the mysteries of the Hun and Po, known as the Ethereal and Corporeal Souls in traditional Chinese medicine. Disco…
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Welcome to the Jade Dragon Podcast with your host, David Lloyd. In this episode, we delve into the captivating world of Chinese medicine, focusing on the five shen. These vital forces play a crucial role in our mental, emotional, and physical well-being. Discover how each shen resides within the five visceral organs: the heart, liver, lungs, spleen…
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Welcome back to the Jade Dragon podcast! Join host David Lloyd as we delve into the profound connection between Chinese philosophy, Qigong, and modern science. In this episode, we explore the timeless wisdom of living in harmony according to Taoist principles. Discover the essence of the Tao, the natural flow of life, and how the ancient sages unde…
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Welcome back to the Jade Dragon Podcast with your host, David Lloyd. In this episode, we delve into the fascinating intersection of ancient Chinese medicine and modern science, focusing on the role of mitochondria in energy production and its parallels with the concept of qi. Discover how these tiny powerhouses within our cells relate to the vital …
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In this episode of the Jade Dragon Podcast, host David Lloyd delves into the transformative effects of Qigong on the nervous system. Explore how this ancient Chinese practice can harmonize the body and mind, drawing insights from both traditional Chinese medicine and modern scientific research. Qigong, a form of moving meditation, promotes health, …
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Welcome to the Jade Dragon Podcast, where host David Lloyd delves into the ancient wisdom of Chinese philosophy, Qigong, herbal medicine, and Taoism. In this episode, we explore the profound Taoist concept of simplicity, or Pu, and its relevance in our modern world. Join us as we unravel the traditional Taoist perspective on simplicity, examining t…
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Welcome to the Jade Dragon podcast, where today's episode delves into the concept of Qi, a cornerstone of Chinese philosophy and medicine. Whether you're a newcomer to Qigong, intrigued by Taoist teachings, or familiar with Qi through Chinese medicine, this discussion is for you. Explore the essence of Qi, its manifestations in the body and the nat…
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We are joined by Jina Yi of Wealth Architects and Victoria Latham of Parallel Financial and the Fiduciary Alliance for Episode 69. Jina has been with Wealth Architects, headquartered in Mountain View, CA, since 2007 and was appointed the Chief Operating Officer and Chief Compliance Officer in 2021. The firm employes 25 team members, managing close …
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Featuring Jesse Lin, serial entrepreneur and founder of Avano, an innovative company transforming accounting services through technology. Leverage Asia brings you exclusive interviews with trailblazers leveraging opportunities between Asia and America to cultivate global friendships, business expansion, and financial growth! 3 Lessons from Google A…
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Featuring Tham Nguyen and Mai Quang Tuan, cofounders of MindPal the Hottest AI Startup in Vietnam! Leverage Asia brings you exclusive interviews with trailblazers leveraging opportunities between Asia and America to cultivate global friendships, business expansion, and financial growth!Af David Yi
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Featuring Risa Kazui, Japan's very own Batgirl—consultant by day and startup champion by night! Leverage Asia brings you exclusive interviews with trailblazers leveraging opportunities between Asia and America to cultivate global friendships, business expansion, and financial growth!Af David Yi
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Episode 68 could very well be the most impactful episode we have recorded. For five and a half years, The COO Roundtable has highlighted the incredible work COOs perform daily across the RIA industry. As such, we’ve tended to focus on the tactical elements of the job: How do you effect change at your organization? How do you approach technology or …
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Featuring Thanh Le, the founder and visionary of Southeast Asia's crypto powerhouse Coin98. Leverage Asia brings you exclusive interviews with trailblazers leveraging opportunities between Asia and America to cultivate global friendships, business expansion, and financial growth!Af David Yi
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Featuring Chang Kim ("CK"), the serial entrepreneur and angel investor who founded Tapas Media and exited it to Kakao for $510M. Leverage Asia brings you exclusive interviews with trailblazers leveraging opportunities between Asia and America to cultivate global friendships, business expansion, and financial growth!…
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In today's episode, we embark on a deep and reflective journey, inspired by a poignant article penned by Tim. His profound insights on suicide, depression, and coping strategies offer a beacon of hope and understanding in these often overwhelming times. Join me as we unravel his wisdom, delving into the nuances of mental health and discovering prac…
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With Episode 67, we are joined by Meghan Martin of Apella Wealth and Chrissy Lee of Merit Financial Advisors. Meghan is the newly appointed Chief Operating Officer at Apella Wealth, headquartered in Hartford, CT. The firm advises on approximately $4.35 billion and has 93 employees across 16 office locations. Chrissy is the Chief Operating Officer a…
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Featuring Ryan Galloway — Southeast Asia fintech enthusiast and the Country Director for Funding Societies Vietnam. Leverage Asia brings you exclusive interviews with trailblazers leveraging opportunities between Asia and America to cultivate global friendships, business expansion, and financial growth!…
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Welcome to episode 24 of The We Know Show where we delve into the fascinating and often controversial world of electromagnetic radiation and its impacts on our health and environment. Today, we have a very special guest, Arthur Firstenberg. Arthur is a scientist, journalist, and author renowned for his pioneering work on the health and environmenta…
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For Episode 66, we break the rules of a “roundtable” and have only one guest, Carolyn Armitage, joining Matt for a deep conversation around our industry’s continuing evolution of turning practices into businesses. It was a real thrill for him to interview one of his most respected RIA leaders for this conversation. As he states in the introduction,…
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We are joined by Rebecca Davis of Greenspring Advisors and Joe Klein from The Bahnsen Group for Episode 65. Rebecca is the Director of Operations at Greenspring, headquartered in Townson, MD with additional offices in New Jersey and Pennsylvania. The firm has 41 team members and manages approximately $6.8 billion. Joe has the dual role of Chief Ope…
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In this episode, Matt welcomes COO Adrian Chastain of Gratus Capital and Partner and COO Kailee Ostroski from Connecticut Wealth Management. Gratus Capital manages approximately $3 billion of client assets, has 50 team members, and is located in Atlanta, GA. Connecticut Wealth Management, in Hartford, CT, has 65 team members and oversees about $3.3…
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In his third ever monologue “rant,” Matt takes a break from our normal interview format to speak directly to RIA owners and COO candidates to discuss the “Do’s and Don’ts of COO Onboarding.” Referencing conversations with COOs, past articles he’s written, and former podcast guests, Matt urges RIA owners to have a clear understanding of what they ne…
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We are joined by Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors for Ep 62. Megan has the unique position of Chief Operating Officer and Portfolio Manager. Emerald Advisors is located in Bellevue, WA and manages approximately $700 million of client assets. Spencer has the dual role of Director of Operations and Chief Com…
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We welcome Janelle Anderson and David Lehman for Ep 61! Janelle is the Operations Manager and Chief Compliance Officer at Grand Wealth Management, located in Grand Rapids, MI. The firm manages approximately $600 million and has 13 employees. Matt and Janelle met at a DFA study group in May 2023. David is a financial advisor and the Chief Operating …
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Episode 60 marks our 5-year anniversary, and Matt was feeling nostalgic for this conversation with Amber Salzman of Capstone Financial Advisors and Jean Paul Atallah of RZH Advisors. Amber is Manager of Client Services and a partner of the firm, which is located in Downers Grove, IL, and manages approximately $1.8 billion with 35 employees. She als…
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With “The Sabbatical Episode,” Matt welcomed two highly respected RIA professionals to tackle a topic not often discussed in our industry: mental health. Allison Felix, a two-time guest to the podcast, is Managing Partner and Chief Operating Officer of Cassaday & Co. Erika Yelle is Chief Compliance Officer at Coldstream Wealth Management. Both gues…
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For this episode, we step away from our normal format of speaking with operations professionals in the trenches, to speaking with an author and entrepreneur about the role of the COO. Cameron Herold has written a fabulous book directed at CEO’s who are contemplating hiring a COO, titled, Second in Command – Unleash the Power of Your COO. He is also…
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Matt welcomes two long-time RIA operations professionals for Episode 57. Trevor Hodges is the relatively new Director of Operations at Sax Wealth Advisors, headquartered in Parsippany, New Jersey with a few offices in the New York and New Jersey area. While he has spent his entire career within the RIA space, Trevor joined Sax Wealth a few months a…
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Zane Yi looks at Jesus’ parable of the landowner who pays workers the same thing, although they have worked different lengths of time—from 1 hour to 12 hours—in his vineyard. He draws three main points from this parable—Jesus’s affirmation of 1.) human equality, 2.) God’s goodness, generosity, and justice, and 3.) his gracious invitation for us par…
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Padmini and David ask the question, "What about the insights from the scriptures guide our understanding of the ethical consideration and potential challenges posed by artificial intelligence advancements?” This leads Craig on a discussion about Joshua, David, Goliath, Galileo, and more. Paradox Church was founded in 2016 in Redlands, CA. We are cu…
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Esther’s sermon explores Matthew 18 and the problematic ways in which the church has exercised authority in recent and distant memory. She’ll likewise reflect on the failures of the vapid impulse toward blind approval, “live and let live.” Her presentation suggests a nuanced way, inviting listeners into a harder but ultimately life-giving alternati…
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The COO Roundtable Episode 56 Powered by Coldstream Wealth Management For Episode 56, Matt invited two operations professionals that he met at a DFA Operations Strategy session earlier this year. Rachel Rant is a partner and Director of Operations at Aspen Capital Management, located in Boise, ID. Scott Swanson is a partner, Chief Operating Officer…
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David and Becky Crees asked Pastor Craig the following question, “Growing up in the church, one of the foundations of our belief is when Jesus says, ‘I am the way, the truth, and the life. No one comes to the Father except through me.’ “As Christians, this is encouraging and belief affirming. But what about those tho never heard the name of Jesus C…
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