February isn’t just about Valentine’s Day, it’s a reminder that the relationships in our lives are deeply connected to how we think about, use, and talk about money. The best financial plans aren’t just about numbers, they’re about alignment, trust, and shared vision. And February is the perfect time to strengthen those connections.
Tim shares his path from junior advisor working under his father and mentor to founder of his own firm, the slow burn of frustrations that led him to leave a major wirehouse, the risk he and his wife Kate took on together, and the “build the plane as you’re flying it” mentality that got TradeWinds off the ground.
February isn’t just about Valentine’s Day, it’s a reminder that the relationships in our lives are deeply connected to how we think about, use, and talk about money. The best financial plans aren’t just about numbers, they’re about alignment, trust, and shared vision. And February is the perfect time to strengthen those connections.
What does it take to walk away from a CEO title and leap into something entirely different? In this episode of Beyond the Balance, host Mike Manganillo sits down with Abha Bowers: 20-year marketing veteran, former CEO of Walk West, certified nutrition coach and personal trainer, and now Head of Strategic Partnerships at CED (Council for Entrepreneurial Development) in the Triangle.
To close out the Understanding AI event, Mike Manganillo, VP of Sales and Marketing at TradeWinds, gives a live demonstration of what’s possible when you put AI to work during the event itself.
May is the season of next chapters — graduations, weddings, the school year winding down, and summer just around the corner. In this episode of Pocket-Sized Advice, Mike Manganillo shares why his family prioritizes experiences over material goods — and how a little planning makes the family trip possible every year. Mike covers three key areas to focus on as you plan your own summer chapter:
Host Mike Manganillo welcomes Bill Coppel, Chief Client Growth Officer at Trade PMR, for a candid conversation about what really drives meaningful growth in wealth management.
February isn’t just about Valentine’s Day, it’s a reminder that the relationships in our lives are deeply connected to how we think about, use, and talk about money. The best financial plans aren’t just about numbers, they’re about alignment, trust, and shared vision. And February is the perfect time to strengthen those connections.
February isn’t just about Valentine’s Day, it’s a reminder that the relationships in our lives are deeply connected to how we think about, use, and talk about money. The best financial plans aren’t just about numbers, they’re about alignment, trust, and shared vision. And February is the perfect time to strengthen those connections.
In this episode of Beyond the Balance, Mike Manganillo sits down with Larry Long Jr., a global keynote speaker, author of Jolt, and former University of Maryland baseball player to explore what real growth looks like beyond titles and numbers. Larry shares his path from athletics to sales, the mindset shift that came after getting let go in 2021, and how coaching, mentorship, and intentional relationships helped him bet on himself. They discuss integration over balance, relationship-driven sales, and why caring more, listening better, and doing the little things consistently can create lasting impact.
January isn’t about perfection, it’s about direction. As we kick off 2026, this is a great time to pause, reflect, and intentionally set the tone for the year ahead. A few ideas to get started: Revisit the “why” before the “what.” What are you really working toward this year – flexibility, security, experiences, peace of mind? Pick 1–3 financial priorities, not a long to-do list. Progress beats pressure every time. Focus on habits, not just outcomes. Small, consistent actions often matter more than big, one-time decisions. Check alignment. Do your goals reflect your current life, or last year’s assumptions?
In this episode of Beyond the Balance, host Mike Manganillo talks with Shannon Thomas, co-founder of Fratelli’s Delicatessen in Apex, North Carolina, about what it really takes to start a business while maintaining a full-time corporate career. Shannon shares her journey from international finance and Wall Street to IT tech sales at Red Hat and Pure Storage—all while launching a family-owned deli rooted in community, tradition, and great food. We explore the realities of small business financing, overcoming COVID-era setbacks, adapting quickly after opening day, and why listening to your customers is one of the most important skills an entrepreneur can develop.
Use the TradeWinds Client Portal to view your account balances, performance information, financial planning results, along with your Document Vault. You can also use our Mobile App.
Use TradePMR for activities such as money movement, performance information, account statements, and tax forms.