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Martin Lewis answers your financial questions, offering valuable money-saving tips.
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Christian Moldenhauer
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Margin Maximizers brings big business smarts to Medium Enterprises. In each episode, Soonah and Karen reveal the secrets to increasing your business's profits through an operational approach. Hosted on Acast. See acast.com/privacy for more information.
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Broker Consulting - Finance. Reality. Spolu.
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Artificial Intelligence Podcast: ChatGPT, Claude, Midjourney and all other AI Tools
Jonathan Green : Artificial Intelligence Expert and Author of ChatGPT Profits
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Navigating the narrow waters of AI can be challenging for new users. Interviews with AI company founder, artificial intelligence authors, and machine learning experts. Focusing on the practical use of artificial intelligence in your personal and business life. We dive deep into which AI tools can make your life easier and which AI software isn't worth the free trial. The premier Artificial Intelligence podcast hosted by the bestselling author of ChatGPT Profits, Jonathan Green.
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The McKinsey Podcast, our new flagship podcast series, takes you inside our global firm, and features conversations with experts on issues that matter most in business and management. McKinsey & Company is a management-consulting firm that helps businesses, governments, and not-for-profit organizations realize their most important goals. Topics covered in this series include strategy, technology, leadership, marketing, operations, organization, and the role of business in society.
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The Australian Finance Podcast is your guide to sorting out your finances, one episode at a time. Owen Rask, Chief Investment Officer, & Gemma Mitchell, Senior Financial Adviser, bring you actionable strategies and knowledge that you can put into practice today. Save money, invest better and live life on your terms. ~~ New to the show? We recommend that you head back to our Starter Pack series of the podcast in Jan/Feb 2024, to get your head around some really important concepts! More advanc ...
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In this EXCEL Award-winning series, hear thoughts and suggestions from top MDRT members on issues that financial and insurance professionals encounter in their careers. Contact us at [email protected]. MDRT diversity statement: https://www.mdrt.org/diversity-statement The Million Dollar Round Table® (MDRT) does not guarantee the accuracy of tax and legal information and is not liable for errors or omissions. You are urged to check with tax and legal professionals in your state, province or co ...
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"This podcast will leave you feeling inspired to take a more proactive approach to your savings, earnings, & expenses." - BuzzFeed | Yo Quiero Dinero is an award-winning personal finance podcast that empowers listeners on topics like entrepreneurship, investing, financial independence & money mindset. Hosted by Jannese Torres, Latina money expert, author and entrepreneur. Known as “the swaggiest personal finance podcast", each week we drop episodes brimming with POC-friendly personal finance ...
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The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.
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Helping you understand , budgeting, investing, insurance and all things personal finance from a uniquely Canadian perspective. Featuring Christine Conway, a Certified Financial Planner, author and owner of Braun Financial. Along with her husband Cameron Conway, an author in his own right whose trying to better understand this wide world of personal finance. *This is for entertainment purposes only, please consult a local certified financial planner to assist you in developing your financial ...
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Welcome to Full Throttle Finance™️ - the podcast where motorsports meet money. Hosted by Felicia, CEO of Clean Bee Consulting, & Allison, the firm’s Senior Bookkeeper, we’re here to help race teams + motorsport professionals gain the financial edge they need. With a focus on 20 minute or less episodes, we dive into practical tips & strategies by breaking down complex financial concepts into digestible segments every Friday.
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The Diamond Podcast for Financial Advisors
Mindy Diamond Financial Advisor Recruiter and Consultant
20300
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.
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PSG's advice focused business is founded on personal service, lifelong relationships with clients, integrity, trust and transparency. These values are encapsulated in the group's core business principles. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as general information. It does not constitute financial, tax, legal or investment advice and the PSG Konsult Group of Companies does not g ...
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Welcome to the "On The Tape" podcast, hosted by Danny Moses. For decades, Danny has seen it all on Wall Street and has built his reputation on integrity, curiosity and skepticism that he will bring with him each week. Having traded through the Great Financial Crisis and being featured in "The Big Short" is only part of the experiences Danny wants to share with the listener. This weekly podcast cuts through market noise, offering entertaining and informative discussions with expert guests giv ...
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IBSi podcasts for insights and discussions from the world of FinTech and Banking. Listen in to what’s trending in the ever-evolving financial industry.
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Childfree Wealth® means having the time, money, and freedom to achieve your goals and dreams. Being Childfree or permanently childless does not automatically make you 'rich' but it does give you more flexibility in where you invest your time and resources. Join Bri Conn, CFP®, & Dr. Jay Zigmont, CFP®, for discussions on life and personal finance that reflect the unique needs of those who are Childfree or permanently childless. DISCLOSURE: This podcast is for educational and entertainment pur ...
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Joseph Lukacs has coached and consulted financial advisors for nearly 25 years. In The Magellan Network Podcast, he will deliver concepts, strategies, mind-set shifts, and no nonsense advice that all financial advisers can benefit. He will also be interviewing some of the most successful professionals in the industry. Subscribe now and leverage his over 50,000 coaching and consulting sessions with financial advisors world-wide.
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Join host David Maher as he interviews professionals, entrepreneurs, & other fascinating people to explore the intersection of money, leadership & faith. In 2012 David founded Right Brain Insights - www.rightbraininsights.com - a consulting company providing fractional CFO services to independently owned industrial, manufacturing & trade service businesses. This podcast is for general information only and does not constitute professional and/ or financial advice. Always seek advice specific ...
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On The Mark Training & Consulting Podcast is an insurance and personal budget podcast that talks about the different risks people encounter on a daily basis. With Patrick & JPs combined experience of 20 years in the insurance industry, they share their experience and expertise for what they’ve seen as the biggest pitfalls with covering yourself and your money.
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The #1 podcast for consulting business owners who want to build a profitable, scalable and strategic consulting business. Over one thousands consulting business owners have applied the growth system that Consulting Success teaches here https://www.consultingsuccess.com/coaching-for-consultants Trusted by tens of thousands of consultants, the weekly conversations shine the spotlight on valuable business tips. Episodes support you in understanding how to navigate the market. This podcast is yo ...
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The Common Sense Financial Podcast is all about finances, mindset and personal growth. The goal is to help you make smart choices with your money in your home and in your business. Some of the podcasts here are historical in nature. They aired before July 1, 2022 and were previously approved by Kalos Capital. The views and statistics discussed in these shows are relevant to that time period and may not be relevant to current events. This is intended for informational and entertainment purpos ...
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Seven Figure Consultant with Jessica Fearnley
Jessica Fearnley | LinkedInTopVoices 2019 Entrepreneurship & Small Business
0220
Welcome to the Seven Figure Consultant Podcast, your ultimate resource for transforming your consulting business from "booked up and burned out" to thriving as the CEO of a seven-figure enterprise. Jessica Fearnley, a renowned Business Coach and LinkedIn Top Voice, guides you on a journey to discover how you can significantly boost your income while working smarter, not harder. Are you tired of content that doesn't quite fit your unique consulting niche? Look no further. The Seven Figure Con ...
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"I want what SHE has" w/ Theresa Lyn Widmann (and formerly Shana Falana) is a weekly live radio show at Radio Kingston in Kingston NY and PODCAST, amplifying women's voices and their stories. We share interviews of women (female identifying humans), seeking to flip the narrative on envy and celebrating the strengths and accomplishments of women we look up to. Women are so often the unsung heroines of a community’s overall health and wellbeing. These women have gifts to share and stories to t ...
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Objectivity matters. Today, more than ever. With no agenda, other than getting it right, Milliman’s Critical Point podcast takes a deep dive into subject matter that affects the health and well-being of people across the globe, from healthcare to retirement security, flood insurance to autonomous vehicles. Through a team of professionals ranging from actuaries to clinicians, technology specialists to economists, Critical Point examines the inherent challenges – and innovative solutions – tha ...
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The days of simple retirement planning are gone and those who can manage their own portfolio are choosing not to. Prout Financial Design began over 25 years ago as an education based financial planning practice. Dennis Prout, Certified Financial Planner, believes that each client should not only understand their finances, they should be actively involved in the decisions made. Join the conversation! Dennis' radio show can be heard LIVE every Thursday at 10 am on News Talk 580 am or you can l ...
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Hello, my name is Daina Anderson Sharples. I am the owner of DAS Financial Aid Consulting Services, LLC, and the creator of the college financial aid literacy program - Financial Aid Compliance Solutions. I created this program to assist college-bound students, and financial aid professionals in understanding how the United States Department of Education’s Higher Ed system works. There is a lack of understanding with the $1.76 trillion in student loan aid debt. I aim to provide the knowledge ...
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A show that deconstructs world-class deal makers, digging deep to uncover the philosophies, tools, and tactics entrepreneurs can use to put together the biggest deals of their careers.
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IFRS is the language of the global capital markets. PwC professionals will help you to keep up to date and share their perspectives on an increasingly complex financial reporting environment.
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ClearBridge Investments is a global investment manager specializing in growth and value equities and listed infrastructure with $176.6 billion in AUM as of December 31, 2023.
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Can you build a business based on… “calm?” Host Susan Boles looks beyond the usual metrics of success to help you build a business where calm is the new KPI. With over 15 years of experience as an entrepreneur, CFO, and COO, Susan shares the business strategies that lead to a business with comfortable margins—financial, emotional, energetic, and scheduling margins. Join her and her guests as they counter the prevailing “wisdom” about business growth, productivity, and success to provide a fr ...
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Hosted by Lea Smith, the Financial Legacy podcast explores non-profits, entrepreneurship, youth development and financial literacy through engaging with today’s top leaders. When it comes to sharing knowledge, “Nothing’s off Limits with Lea.” Learn more at https://missionmatters.com/author/lea-smith
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Each Tax Credit Tuesday, the Novogradac audio broadcast offers an in-depth weekly look at tax credit topics. A new episode is posted here and on the RSS Feed by 1 p.m. Pacific Time every Tuesday.
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“Financial Perspectives” is a monthly podcast featuring interviews with leaders in the finance and investment industry on current trends, career advancement, and their future outlook. Each episode highlights the guest’s area of expertise and features their unique perspectives through a finance lens. Discussion topics include asset management, fixed income, private wealth, fintech, AI, treasury, investing practice, insurance, fund management, entrepreneurship, alternative investing, and more! ...
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Your Financial Maven®, hosted by Samantha Mittman Besnoff, CPA, is a podcast where you will be challenged to change the way you think about and understand money to be more financially empowered and less stressed. As Your Financial Maven® I will be bringing you my insights and expertise as well as through my guest interviews. It’s important to think about the psychological aspect of how our upbringing and experiences change how we make spending and financial decisions. I’ve spent almost 30 ye ...
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By www.TouchstoneFinancialEducation.com Please visit our website for links to our social media (YouTube, FaceBook, Instagram, and LinkedIn. Please Like, Follow, Subscribe and Share! No selling. Just education.
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Welcome to the Serve First, Sell Later Marketing with Sylvia Garibaldi. The ultimate podcast for legal, financial and other service-based professionals seeking to grow their practices and attract more high-paying clients through leading edge marketing solutions that feel authentic and non-salesy. This podcast is your compass to navigate the competitive world of marketing your legal or financial services. Sylvia shares simple insights, strategies, and proven techniques tailored to service-bas ...
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Welcome to Dollars with Dennis, the podcast that helps you navigate the complex world of financial planning with confidence. Hosted by Dennis Horr, AIF®, PPC™, founder and president of Faith 401K & Money Management, LLC, this show is designed to help individuals, families, and businesses chart their financial futures with clarity. With more than 30 years of experience, Dennis explores important topics like retirement strategies, 401(k) plan consulting, estate planning, investing, and more. E ...
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Each week million dollar fee based advisor Dan Cuprill, CFP shares his ideas to help other financial advisors build a profit based practice. Topics include automation, selling, marketing, client retention, succession planning, and the use of systems. For more information, visit Dan's blog, ProfitableAdvisor.com
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Pros and Conversations explores what it takes to be successful, whether you’re from the world of business, science or the arts. But more than a series of inspiring conversations, guests share real-world tips and insights, providing listeners with the tools they need to achieve their entrepreneurial goals. Host Peter Reynolds and co-host Damon Adachi, pull back the curtain to discover the story behind the success, the person behind the professional. The answers are often surprising and always ...
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What if you could serve fewer but wealthier clients, do it faster than you ever thought possible, and build an amazing life of significance for yourself and the people you care about most? Our powerful combination of up-to-date research and field-tested, proven action steps is possible because of what each of us brings to the table. CEG Insights has been conducting research into high-net-worth investors and financial advisors for more than 30 years. CEG Worldwide, meanwhile, is the leading c ...
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Being a successful CFO starts with asking yourself questions that will give your family a better life now and for generations to come. In this podcast, financial professionals John and Michael, from Copper Beech Financial Group, guide you through eye-opening questions to help you discover the truth about your wealth.
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Welcome to From Stuck to Successful, where we show you how to unlock your business's growth to get to your next big thing. As a business owner, you know you should be growing your business, but how? This is the podcast that shows you how to eliminate barriers that are holding you back. We believe that roadblocks limit your success, stifle your growth, and prevent you from the financial and emotional success that you deserve.
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Business success is dependent on a solid financial foundation & success looks different to everyone & there is a lack of equity of access to resources and information for small business owners and independent contractors & there is a societal narrative making us believe “balance” is our ultimate goal & … There are so many “&”s that impact being your own boss. Let’s have some frank discussions on the basics of business with a holistic focus on everything that helps business owners define and ...
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At Olympus Wealth Strategies, we’re always looking for new ways to empower, educate, and elevate your financial journey. That’s why we’re launching a brand-new podcast—designed to give you real-world insights, smart strategies, and conversations that help take your finances to great heights. We can’t wait to have you along for the climb. Legal Disclosures: Olympus Wealth Strategies, LLC (“Olympus”) provides investment advisory services through Uptick Partners, LLC, a Registered Investment Ad ...
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2025 Financial Advisor Coaching: Integrate Business & Life
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In this episode, I explain why integrating your business and personal life, rather than trying to balance them, is the key to building a sustainable and fulfilling advisory practice. After over 30 years of coaching financial advisors, I've seen that the traditional idea of balance often leads to burnout rather than breakthroughs. That's why I teach…
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Episode 25: Build The Workflow, Win The Race
25:39
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🏁 It’s not just the machine that wins races, it’s the systems behind the team. In this episode of Full Throttle Finance™, we’re diving deep into task management systems and why they’re essential for both race teams and small businesses. From missed deadlines to burnout to inconsistent processes, we’ve seen firsthand how a lack of systems can stall …
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EP884: Digitisation of payments isn’t solving the problems facing the UK construction industry
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Louise Stewart, CEO, ProjectPay Payments are a crucial issue in construction where some 98% of firms in the industry are SMEs. The UK construction sector is struggling with outdated financial models and banking structures but to address these challenges needs more than just the introduction of digital payments. A recent report by platform ProjectPa…
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EP885: Building behavioural analytics based on mobile devices and web metadata
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Michele Tucci, Co-Founder & Chief Strategy Officer, Credolab Credolab is a data analytics platform based on smartphone and web behavioural metadata available to any company with a mobile app and a website. The use of this alternative data acts to bolster risk assessment and credit decisioning in a privacy-safe, predictive way that improves outcomes…
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Council Tax Money Back Special **UPDATED 20/6, after Government consultation launched**
1:11:40
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***This episode was first published on 5th June. It was updated on 20th June to reflect the launch of a government consultation on the administration of Council Tax.*** Martin goes through step by step everything you need to know about Council Tax. He explains: - How to check you are in the right band.- How to challenge your Council Tax band.- The …
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Your tax, shares & financial advice questions answered
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In this Q&A edition of the Australian Finance Podcast, hosts Owen Rask and Tahli Cavagnino tackle key listener questions that pop up during tax season and portfolio reviews. This episode covers: – How to ensure your ETF tax reporting is accurate – Why rebalancing might not be as crucial for young investors – What to document when doing your own tax…
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#4: Psychofinance - Mozek = největší (ne)přítel investora (Petr Šimčák, Tomáš Vašák)
39:18
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Jak myslíte, že se umí váš mozek poprat s výkyvem investičních trhů, když máte zainvestováno? Ačkoliv většina z nás zná všechna ta zlatá pravidla investování, když padne kosa na kámen, náš mozek automaticky spouští poplašný systém. Jedna věc je teorie, druhá praxe. Jak s tímto pracovat a jak se vyhnout zmatečným prodejům a nákupům? O tom již počtvr…
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Four easy-speedy steps to slash your mobile bill
59:41
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Martin goes through his four easy steps to help you reduce your mobile bill. Plus, with energy bills likely to rise due to conflict in the Middle East, should you fix now? What do the Warm Home discount changes mean? And you tell us your children’s financial tips.By BBC Radio 5 Live
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S01 E12 Consultants' Evolving Role in Finance | Caris Marsh | Beyond Consulting
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In this episode of the Beyond Consulting podcast, Christian Moldenhauer interviews Caris Marsh, head of strategy for the capital markets line at Ocorian. They discuss the intersection of financial services and consulting, exploring the role of consultants in navigating industry trends, the importance of specialization, and the evolving landscape of…
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For our latest Event Impact Assessment, our team of skilled analysts reviewed Aspen. Based on their analysis, they have issued a hold recommendation for this share. Click here to find out more. The opinions expressed in these podcasts are the opinions of the series and not necessarily those of PSG. The information in these podcasts is provided as g…
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#111 How to Build a Real Leadership Team (Not Just Middle Managers)
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In this episode, Aaron breaks down what it actually means to build a real leadership team — not just taskmasters or title-holders. Inspired by the book Traction, he shares the importance of vision, buy-in, and defining core values that truly guide hiring, culture, and execution. From calling out weak leadership habits to sharing the questions that …
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Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management
51:25
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With Doug Fritz – Co-Founder and Executive Chairman, F2 Strateg Overview The co-founder of F2 Strategy, Doug Fritz, offers a mini-masterclass on how the best advisory businesses utilize technology to create efficiencies and deliver a better client experience. Discover how strategic choices in building a tech stack, incorporating AI, and other key e…
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Key Lessons Parents & Grandparents Should Teach New Graduates
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Graduation season is an exciting milestone, not just for the grads, but for parents and grandparents who have supported them along the way. Today, Dennis shares practical ways you can help your graduate make smart financial decisions early, along with actions that could have a lasting impact on their future. Here’s some of what we discuss in this e…
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EP883: The pain points in insurance and how AI is addressing them.
12:02
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Ritesh Varma, VP Business Solutions Consulting, Newgen Software Investigating the opportunities and challenges involved in the implementation of artificial intelligence in the insurance sector – from ensuring fairness and compliance in underwriting via data-driven decision-making to the role AI plays in combatting fraud. Robin Amlôt of IBS Intellig…
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Inside the Transition: What Really Happens When Advisors Moves
54:25
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Key Highlights: -How long it really takes to prepare and execute a successful move. -What you can - and can't - say to clients during a transition. -The emotional cost of waiting too long to leave. -Why your assistant should be part of the due diligence process. -Using the transition conversation to grow your book of business. -Legal tips for navig…
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EP882: How AI agents are changing financial research and analysis
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Chandini Jain, Founder & CEO, Auquan Auquan offers AI agents for institutional finance and provides a glimpse into the future of work in investment banking. Agentic AI is already rewriting the role of humans in financial research and analysis – no long, for example, will junior investment bankers face ‘death by powerpoint’. AI is reshaping workflow…
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Broken Businesses Reborn — Here's How | Steven Dixon | Right Brain Insights Podcast
1:24:33
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Welcome to Episode 1 of Right Brain Insights, where we sit down with leaders who operate in high-stakes environments — and still manage to bring clarity, compassion, and transformation to the table. In this powerful conversation, host David talks with Steven Dixon, co-owner of Hamilton Murphy, one of Australia's leading insolvency and restructuring…
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Longevity in financial advice: The secret sauce
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Sam Perera, the director of Sydney-based financial advice firm Perera Crowther Financial Services, shares what it takes to make a financial advice firm thrive 20 years.By Financial Standard
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Childfree, Retired (Almost), and Figuring It Out: Travel, Money, and Boundaries with Robert and Pamela, Ep. 143
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How do you plan your finances when there’s no one but the two of you to consider? For Childfree couples, that question changes everything. It shapes how much is enough, and what role family plays in your future. In this episode, Bri sits down with Pamela and Robert, a Childfree couple who’ve spent nearly three decades as Team Us. Robert is already …
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EP880: Deriving actionable business insights through analytics and AI
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Jorge Lluch, Co-Founder & COO, Abacum Abacum is a financial planning and analysis platform which recently raised $60 million in a Series B funding round. Businesses are under increasing pressure to forecast accurately, and AI-driven planning tools are themselves seen as a critical component to assist CFOs in forecasting revenue, planning headcount …
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EP881: The promise of blockchain: end-to-end visibility and improved financial tracking
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Liat Shetret, Vice President, Global Policy & Regulation, Elliptic Debanking is not a new issue but despite efforts by jurisdictions like the USA and Australia introducing legislation to remove barriers for crypto firms, debanking remains a significant obstacle globally. The bottom line? Banks are hesitant to engage with crypto due to perceived ris…
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Here’s Why You Should Create A “Family Investment Club” (Ep. 137)
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Copper Beech has coined something they like to call a “family investment club”. It’s a new way to manage generational wealth. How can you implement it in your family? John and Michael Parise are exploring how these can be a unique way to unite family members across generations, enhancing financial education and responsibilities while managing famil…
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#80 Use AI to Create Smarter, Faster Content
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Send us a text Struggling to turn your expertise into scroll-stopping content? In this episode of the Serve First, Sell Later Marketing Podcast, Sylvia Garibaldi breaks down the hidden gap between being brilliant at what you do… and knowing how to communicate it online. She shares a simple, actionable framework to clarify your message, write with i…
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Lawrence McDonald: Risks, Myths and Investment Opportunities
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Danny Moses interviews Larry McDonald, a former distressed credit trader at Lehman Brothers during the Global Financial Crisis (GFC) and author of 'A Colossal Failure of Common Sense' and 'How to Listen When Markets Speak.' Larry discusses his career, which includes transitioning from retail to institutional finance and experiencing firsthand the c…
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Social Security: Understanding the Numbers and What Happens When One of You Passes?
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Brian Skrobonja breaks down two retirement curveballs that most people don’t see coming until it’s too late. He covers how your Social Security decisions can make or break your retirement, and what really happens to your income when your spouse passes away. From the math behind claiming early versus waiting, to the hidden tax traps that arise when …
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How i lost $1M by choosing shares over property
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In this Australian Finance Podcast episode, Owen Rask reveals a million-dollar mistake from early in his wealth-building journey. He explains: – The opportunity he missed in the property market – Why he stuck with shares and ignored other strategies – How combining property and shares could have accelerated his financial growth – A powerful lesson …
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Season 3 Episode #12: From Stuck to Successful - Interview with Hal Reynolds – Founder & CEO, Disinvested Youth Gaming Initiative (DYGI)
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In this episode, I sit down with Hal Reynolds, one of my personal heroes. Hal believes in youth and technology, and he’s passionate about transforming the esports landscape into opportunities for young minds to develop real-world skills in coding, gamification, AI, and technology. Hal Reynolds is the visionary and founder of DYGI, which is built on…
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Season 3 Episode #11 – From Stuck to Successful - Interview with Brady Nash – CEO of Nash Capital, former CEO of BNG Holdings/ConnectBooster
1:22:53
1:22:53
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In this episode, I sit down with Brady Nash—one of the wisest and most strategic business minds I’ve ever met. Brady’s entrepreneurial journey is nothing short of remarkable. He started his company with credit card debt, selling plasma on weekends to keep things afloat. Fast forward to today, he’s led a successful exit with a private equity acquisi…
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In this episode I discuss how to generate income from your portfolio and reduce volatility. I cover Dividend Income, Interest Income from Bonds and Hi Yield Savings Accounts. Thanks for listening, ElliottBy ecoxn
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In the last episode Patrick & JP took a look at bad debt and in this weeks episode they go through what good debt is and how you can utilize it to your favor. Slides: Our Website Our Instagram Our Youtube Channel For our Funny Videos!By onthemarktandc
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Momentum by Design: Diagnose Your Stuckness and Build a Business That Moves with You
43:23
43:23
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What if the reason you're stuck isn't mindset—or even procrastination? What if you're just solving the wrong problem? In this episode, I’m talking with Cat Mulvihill, creator of the Momentum Framework—a diagnostic tool that helps you figure out exactly why you’re stalled out in your business and what to do about it. Whether the block is a skills ga…
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Episode 233 - The Fuel of Sales: Confidence
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Want to know the 1 spark plug that will make your sales team engine perform better without doing anything else? In my experience it's helping them to become more confident. So the next question is of course, how do you do that? In this episode we break that down for you..I share with you 3 things you can do with your team to give them the rocket fu…
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EP878: Using artificial intelligence in business and tackling the AI talent gap
12:58
12:58
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Daniel Sanchez Grant, SVP International Corp Sales & UK Country Director, AlphaSense There is a global AI talent gap. Rising demand for skilled staff in the area of artificial intelligence has seen AI expertise become the most in-demand skill set in technology with firms struggling to fill roles. Robin Amlôt of IBS Intelligence discusses the proble…
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EP879: Harnessing AI for the benefit of the global financial community
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Rachel Levi, Head of AI, Swift The financial services sector has been using the predictive capabilities of traditional AI for years in use cases such as liquidity management and cash forecasting. However, the introduction of generative AI has created a vast range of opportunities for firms to improve customer support, drive smarter decision-making,…
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379 Stephanie Wilson Medlock "An Improbable Companion"
1:40:09
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Stephanie Wilson Medlock is the author of two magical realism novels, An Improbable Companion, released by Dorrance Publishing in 2025, and The Lives of Things, published 2013. She is the co-founder of the San Miguel International Storytelling Festival, and arranges storytelling events annually in San Miguel de Allende, Mexico. A storyteller hersel…
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June 17, 2025: So You Want to Be a LIHTC Developer: Upsides, Hurdles When Nonprofits Partner With For-Profits
Technical expertise, experience and mentorship are among the reasons a nonprofit affordable housing developer might form a joint venture with a for-profit developer. In this week's episode of the Tax Credit Tuesday podcast, Michael Novogradac, CPA, and Novogradac partner Lance Smith, CPA, discuss these advantages, opportunities, risks and challenge…
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Episode 5: The Truth About Insurance — What Every Policyholder Should Know w/ Matthew Brown, Farmers
44:10
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nsurance touches almost every part of your life — your home, your car, your family — yet most people don’t fully understand what they’re paying for. In this episode, I sit down with Matthew Brown, Owner of The Brown Agency | Farmers Insurance, for a candid conversation about what every policyholder should know. Matthew and his team are consistently…
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Is AI Changing the World of Consulting with Richard Hawkes
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Welcome to the Artificial Intelligence Podcast with Jonathan Green! In this episode, we dive into the transformative role AI is playing in the consulting world, with our special guest, Richard Hawkes, a seasoned expert in change leadership and organizational transformation. Richard provides insightful perspectives on how AI is reshaping high-level …
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In this episode, host Molly Beyer addresses one more key step in the buyer’s journey by viewing it through a micro lens. She talked about the bigger picture last episode, but now is focusing on the smaller, daily decisions in a buyer’s process. When people set out to make a purchase, they go through a predictable information-gathering stage before …
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How to Start a Consulting Firm From Scratch in 2025
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Want to learn how we can help you grow your consulting business? Schedule your free Growth Session Call today! www.consultingsuccess.com/grow Mentioned in this episode: Get Expert Insights into Your Consulting Business: Claim Your FREE Growth Session Now! Want to get personalized feedback and actionable insights on your consulting business from sea…
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Tax time tips straight from the ATO: maximise your refund
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In this episode of The Australian Finance Podcast, Owen Rask is joined by Rob Thomson from the Australian Tax Office (ATO) to help you tackle tax time in 2025. Rob shares the ATO's focus areas, common tax myths, and practical steps for getting your return right the first time. Topics include: – The ATO’s "grand final" season: why tax time is so imp…
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How To Be A Jefa | Ashley K. Stoyanov Ojeda
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Episode 328 talks about how to be a jefa, featuring Ashley K. Stoyanov Ojeda. Listen now! Ashley K. Stoyanov Ojeda is a first-generation Latina entrepreneur, bestselling author, and business strategist helping diverse founders and thought leaders build impactful businesses and grow their brands. With over a decade of experience across nonprofits, m…
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This week we track down some odd but helpful money\ saving tips to help out with your day to day spending. Everything from finding things for free, maximizing your grocery shopping and more. If you live in British Columbia, Alberta, Saskatchewan, Manitoba, Ontario or Yukon let us help you take care of the people you love and visit braunfinancial.co…
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From Chaos to Clarity: Streamlining Operations with Data
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Key Highlights: -The true cost of operational disorganization - and how to measure it. -Why “progress, not perfection” is the key to implementation. -How to identify bottlenecks using data and process tracking. -The concept of Kaizen and continuous improvement in firm operations. -Simple steps to begin streamlining your business today. If you’re an…
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How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136)
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Vincent Tassone of Causeway Securities, one of the world’s largest independent structured note distributors, joins John and Michael Parise to demystify structured notes and their expanding role in today’s investment portfolios. Listen as he breaks down what structured notes are; hybrid financial instruments combining a bond with a derivatives packa…
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Blow Up Your Advisory Biz in 2025? Here’s Why You Must!
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In this podcast, I share why “blowing up” your business model on paper is something every financial advisor needs to know about, breaking through growth ceilings and designing a scalable, fulfilling practice. As someone who has coached successful advisors for 31 years, I've seen time and again that when growth stalls, it’s not a matter of working h…
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💻 Thinking about switching from QuickBooks? We were too. This week on Full Throttle Finance™, we break down the exact software stack we use to run our consulting firm—including why we’re leaving QBO, the pros/cons of other platforms like Xero and Zoho, and why a new all-in-one system called COUNT might be the future for firms like ours. We also sha…
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Your Q&A: Asian ETFs, career change & acai bowls
56:00
56:00
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In this Australian Finance Podcast Q&A episode, Owen Rask is joined by Rask Financial Adviser Tahli to tackle real listener questions. In this candid and relatable conversation, they cover: – Investing in Asian and Emerging Market ETFs – How to think about position sizing in a portfolio – What it’s really like to switch careers (from fitness to fin…
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