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Jammin & Plannin Podcast

Jammin & Plannin Podcast

By: John Morgan
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 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 2025 John Morgan Economics Leadership Management & Leadership Music
Episodes
  • Entrepreneur Barbie takes on Wall Street (and wins, of course) with Guest Star Mary “Mozart” Kopczynski

    Entrepreneur Barbie takes on Wall Street (and wins, of course) with Guest Star Mary “Mozart” Kopczynski
    Aug 19 2025

    In the 5th episode of the Jammin & Plannin Podcast, hosts Johnny 'Guitar' Morgan and Scotty 'Kick Drum' Stathis welcome Mary Mozart Kopczynski, Founder & CEO of RegAlytics, the leading provider of Governance and Regulatory Data. Mary shares her unique journey from a musical upbringing to leading a groundbreaking regulatory tech company. She discusses her transition from nonprofit fundraising to crisis management on Wall Street and how RegAlytics leverages AI to streamline compliance for financial services. The episode wraps up with Mary's piano performance. A must-watch for fans of tech innovation and great stories!

    00:00 Introduction and Welcome

    01:04 Meet Our Guest: Mary Mozart Kopczynski

    02:25 Mary's Musical Journey

    10:14 Funny and Embarrassing Stories

    14:33 The Role of Music in Life

    16:49 Mary's Professional Journey

    19:59 The Surprising Power of Excel in RegTech

    20:44 Pivoting During the Pandemic

    21:10 Embracing AI for Regulatory Solutions

    21:32 Expanding Beyond Financial Services

    26:17 The Three C's of Regulatory Data

    27:12 Customizing Data Delivery

    30:52 Challenges and Opportunities in Compliance

    31:27 The Future of Compliance and AI

    35:54 Personal Insights and Hobbies

    39:44 Mary's Piano Performance
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    45 mins
  • From Music Loving Burrow Boy to Mountain Adventures and Model Portfolios - A Life Well Lived

    From Music Loving Burrow Boy to Mountain Adventures and Model Portfolios - A Life Well Lived
    Mar 16 2025

    Join our Hosts, Johnny “Guitar” Morgan, Founder and Managing Member at Connected Consultants, LLC and Scotty “Kick Drum” Stathis, Founder and Managing Partner at Stathis Partners, LLC for their 4th episode of the Jammin & Plannin Podcast as they introduce their 3rd Guest Star to the show.

    Introducing Scott “Flat-Fee OG” MacKillop, Founder and former CEO at First Ascent Asset Management. The first ever Flat-Fee TAMP platform which recently merged with GeoWealth.

    Scott is a financial services veteran who grew up in the San Francisco Bay Area where he discovered his love for rock & roll music and very tall mountains.

    Key Topics in this Episode:

    • How the British Music Invasion played a major role in Scott’s love of playing rock & roll music.
    • Jerry Garcia’s first job?
    • A Burrow Boy was born!
    • Christmas Party turned Bad Santa!
    • You want to start a Flat-Fee TAMP? Why on earth would you want to do that? It’s never been done before! That’s Crazy. Or is it?
    • The 2 Most Valuable Lessons Scott learned from starting and growing the first ever flat-fee TAMP.
    • The Power of being just 10% different.
    • One thing your work colleagues wouldn’t know about you?
    • Scott's solo guitar performance of Born to Love by the great Ray LaMontagne!

    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 Scott MacKillop on LinkedIn: https://www.linkedin.com/in/scott-mackillop?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app

    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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    43 mins
  • Jammin & Plannin Podcast - Episode 3 - Introducing Casey "The Mangler" Nelson

    Jammin & Plannin Podcast - Episode 3 - Introducing Casey "The Mangler" Nelson
    Jan 27 2025

    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 3rd episode of the Jammin & Plannin Podcast as they introduce their 2nd Guest Star to the show.

    Introducing Casey "The Mangler" Nelson, VP Institution, Regional Bank Business Development Officer at LPL Financial!

    If you have had the pleasure to meet Casey in person, based on the size of his neck alone you probably assumed he played football and/or wrestled for many years of his life. And you would be right. But what you probably don't know is Casey is a multi-instrument musician and a very talented singer to boot!

    Key Topics in this Episode:

    • Casey grew up in a sports family spending countless hours in busses and cars driving to meets and games with his Mom while listening to the music that helped establish his diverse taste in music.

    • How music has played an important role in his personal life helping him decompress, relieve stress or just clear his head from whatever is going on in the world.

    • The first time Casey stepped on the stage in his professional life to a standing ovation!

    • Hilarious High School stories of his band teacher and his big debut in a quartet!

    • How a car accident turned into his first real introduction to the financial services industry.

    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 Casey Nelson on LinkedIn: https://www.linkedin.com/in/casey-nelson-w5353/

    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/
    Show More Show Less
    36 mins
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