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Insurance Broker and Consultant Supporting Business Owners

Clarence Nappier, Insurance Broker & Consultant

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Starting April 1, 2024, the only insurance brokerage in America company in the world has combined insurance services, sales system training and business development services to help businesses of any size increase sales productivity and performance using superior business development and sales training tools. Episodes focus on the four main sales functions: contacting, prospecting, appointment setting, closing and zero-cost referrals. Businesses can upload 3-minute videos to featured in regi ...
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Welcome to LeadingLane, the go-to podcast for aspiring and seasoned real estate professionals! Hosted by Steven L. Burch and Ashley Fredrick, two seasoned brokers with a flair for the industry, this show delves into the core of what makes real estate tick. Each episode is a journey through essential topics like mastering time management, unraveling the complexities of real estate finances, and sharing authentic experiences from the field. Get valuable tips and tricks, whether you're a newbie ...
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Leadership, Politics & Business - Bill Conrad

Bill Conrad, Ricky Harold and George Fleck

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Timelines of Success (timelinesofsuccess.com) & (PodcastersHome.com) is a, 30 minute premier podcast and on demand radio program where the host, entrepreneur Bill Conrad, interviews today’s foremost experts, professionals and entrepreneurs. The show investigates life's transitions between professions and careers. It is part of the BLUFTV.COM Network. Other BLUFTV.NET shows are, Politics of Success (politicsofsuccess.com), Brokers of Success (brokersofsuccess.com), Nick-i (nick-i.com) and WP ...
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Advisor Talk with Frank LaRosa

Elite Consulting Partners

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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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There are a lot of real estate podcasts out there, most of which focusing on the residential fix and flips or wholesaling, but Kevin Bupp believes there's a smarter way to build long term cash flow and generational wealth. On the Real Estate Investing For Cash Flow podcast, you'll learn firsthand how the most successful commercial real estate investors in the world have learned to leverage their multifamily and commercial properties to create a steady stream of passive income. We'll spend ti ...
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The PLΔNNING Podcast

IMC Financial Consulting

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Your financial future depends on your ability to manage your money and put it to work. You only have two real sources of income: the work that you do to bring home a paycheck and the work your money does for you. Long-term financial security doesn’t happen by chance. Many things in life can have an impact – positive or negative – on your financial well-being. We are here to help you take control of your future. Together, through intentional guests and dialogue we’ll identify your most import ...
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FranPro

Lance Hood

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Whether you are a franchise company, franchise broker or other professional in the franchise space you will find solutions to the biggest challenges we all face around developing your brand, processes, profitability, marketing, leads and sales processes.
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Welcome to "Be the Hummingbird" podcast with your host, Laura Johnson, the owner of Hummingbird Wealth Management. Get ready to be inspired, motivated, and entertained by Laura's stories and the stories of her guests, friends, family, and clients. Laura shares her amazing anecdotes that will encourage you to pursue your dreams, motivate you to make the necessary changes to achieve your goals, and equip you with the knowledge you need to reach for the stars. Life is too short to be stuck in a ...
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This is the Compounding Change Podcast, sharing stories of small but meaningful changes thatcompound into amazing impact. Brought to you by Shannon Davis and Davis Compounding Change.com Change Happens Fast… Take Advantage. In the Compounding Change Podcast, we uncover inspiring stories of individuals who have made meaningful changes in their lives, their careers and the lives of others through small, consistent actions. From transformative personal journeys and life changing stories, to exp ...
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The Next Level Lifestyles

Alexa Kebalo Hughes

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Follow the movement of people from all over the world that are deciding that now is the time to start Living the Life they Love while Creating the Life of their Dreams. Join us as we explore how agents and clients use real estate to live their next level lifestyle and connect you with our trusted agents from our global network that help you “try on” different lifestyles for your next move, absolutely FREE. www.thenextlevellifestyles.com Subscribe to youtube: https://youtube.com/channel/UCErS ...
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Hosted by financial advisor Jim Yockey of Wisdom Financial Management, ”In The Final Analysis” takes 30+ years of experience and wisdom to dive into the current market trends to provide you with money management insights that can help you grow your savings and protect your principal. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offere ...
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Empire Builders

Tommy Yionoulis

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Discover the strategies and stories behind the rise of multi-location empires, from humble beginnings to industry domination. From the founder of a global franchise to the local entrepreneur with a string of successful ventures, uncover the entrepreneurial spirit that drives their success.
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Why Should I Invest?

Dr. Thomas Duening

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A podcast for angels, by angels. Hosted by Dr. Tom Duening, founder of the International Collegiate Angels Network (ICAN). This show dives into real early-stage deals, unpacks the logic behind great investments, and features founders of high-potential Campus-Born Ventures. Each episode explores market opportunity, investor strategy, and the key question behind every check: Why should I invest? *Disclaimer The content presented in the “Why Should I Invest?” podcast is for informational and ed ...
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Tales Of Sales

Broden Johnson

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I started the Tales of Sales podcast with one clear mission; to teach everyone I can reach that they are all in sales, whether they know it or not. Join me, Broden Johnson, as I interview guests from different backgrounds each week to hear their Tales of Sales. For additional resources and content, follow me on social media @brodenjohnson1 PS. Come and join our Facebook Group: Selling is Human - https://www.facebook.com/groups/sellingishuman
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Talk Freight

Craig Bliss

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Talk Freight with Craig Bliss, CTB --- Craig Bliss is the creator of Facebook’s largest networking group for freight broker/logistics professionals “FREIGHT BROKERS & TRUCK DRIVERS” Craig helps people become successful by providing a better understanding of what each side looks for to maximize potential & MAKE MORE MONEY!
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Economist Podcasts

The Economist

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Every weekday our global network of correspondents makes sense of the stories beneath the headlines. We bring you surprising trends and tales from around the world, current affairs, business and finance — as well as science and technology. Hosted on Acast. See acast.com/privacy for more information.
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Real Money, Real Life™ with Linda Grizely Money isn’t just math -it’s mindset, memories, and sometimes, a little mayhem. Hosted by financial educator, motivational speaker, and MeMoney™ guide to financial clarity, Linda Grizely (also your no-fluff, dry-humor money bestie), this podcast cuts through the noise to talk about money and the messy, human stuff that comes with it. Each week, we’ll tackle real-life financial topics - from budgeting and debt to values-based planning and emotional spe ...
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Denim & Blazers with Chaun Vanterpool

Denim & Blazers with Chaun Vanterpool

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Why the name Denim & Blazers? Most real estate transactions take place with individuals wearing one or the other, if not both. Real estate is sophisticated and elegant at times. Before that sharply dressed real estate agent brought you to see that lavish home, that has the grand staircase as you enter through those huge mahogany front doors and the exact marble kitchen counter tops that you would have picked if you built the home custom...there were several individuals working there that wer ...
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Join restaurant industry veteran Steve Zimmerman, Principal Broker and Founder of Restaurant Realty in a 1-on-1 fireside chat with restaurant owners, managers, investors and high profile industry clientele sharing their restaurant deal making experiences, success stories, challenges, and more. Launched in January 2022, the Restaurant Dealmaker Show has yielded 700,000+ viewers of its 40 episodes between live in-person Zoom webinars, broadcasting live to Facebook and YouTube, and replays. For ...
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Real Estate Common Sense is a series of conversations with Lisa Spencer who grew up in a real estate family, was a top producing agent and a managing broker with 400 agents for over a decade. What she discovered is: Common sense is not that common, especially when it comes to launching, building or expanding a real estate business. Join Lisa for her helpful insights, and creative ideas for sustaining your business and tune in for her interviews with top agents, lenders, home inspectors, atto ...
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Get a daily burst of illumination from The Economist’s worldwide network of correspondents. Our reporters dig past the headlines to get to the stories beneath—and to stories that aren’t making headlines, but should be. A unique perspective on the issues and events shaping your world. Sign up for Economist Podcasts+ at http://www.economist.com/podcastsplus-intelligence. If you’re already a subscriber to The Economist, you’ll have full access to all our shows as part of your subscription. For ...
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For The Wealth of It

Jay Boekeloo, Jared Tanimoto, Brett Maikowski

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Embark on a wealth-building journey with ‘For the Wealth of It’. A trio of millennial Certified Financial Planners bring you relatable, jargon-free financial wisdom. We celebrate diversity, empower you with knowledge, and keep it laid-back. It’s not just about money, it’s about life! Hosts: Brett Maikowski, CFP® THM Wealth Management 102 S. Goliad St., Suite 103 Rockwall, TX 75087 Jared Tanimoto, CFP® Sedai Wealth 530 Technology Dr, Suite 100 ‍Irvine, CA 92618 Jay Boekeloo, CFP® High Note Fi ...
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Benefits Influencer

Dennis Carlson

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Benefits Influencer highlights the strategists, thought leaders, and operatives who are impacting, innovating, and elevating go-to-market strategies in the Employee Benefits and HR industry. Hosted by employee benefits GTM expert Dennis Carlson, each episode delivers actionable insights and tactics on go-to-market strategies for anyone selling employee benefits, total rewards, HR, work-tech, and digital health products and services through the benefits broker channel.
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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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Teach Me Money

Alissa Herman

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Money can often feel like a mysterious, taboo subject that we're reluctant to discuss with our friends and family. It's often seen as rude or unsavoury to talk about finances openly, but I'm here to change that narrative. Money doesn't have to be complicated, though it's not necessarily easy either. It all comes down to making those small, consistent steps that can shape your financial future. With over 20 years in finance, five years as a mortgage broker, and running my own finance and mort ...
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In the Award-Winning Dishin' Dirt with Gary Pickren, South Carolina Real Estate Commissioner/Attorney/Broker/Instructor- Gary Pickren discusses important, timely and relevant topics for South Carolina real estate agents. He covers topics such as the NAR Settlement, Clear Cooperation, agent compensation, "wholesaling", seller disclosure, video marketing, repair addendum, RESPA and much more. All topics are either related to real estate or agency law, marketing or real estate agent best practi ...
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Ready To Retire!

Danette Lowe CFP®

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Planning for retirement is a big deal, and it does take some time, strategy, and intentional action, especially if you’re in or nearing your fifties! Unfortunately, most people spend more time planning their yearly 1-2 week vacations than they do their 30+ year retirement. Then, the “How much money do you need to retire?” question starts to feel overwhelming and confusing. It doesn’t have to be that way. With Danette Lowe and the Ready to Retire podcast, you can take small, simple steps now ...
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Welcome to Top M&A Entrepreneurs – your go-to resource for inspiration, insight, and actionable advice on business buying. Each episode features engaging conversations with business buyers who share their “why” and industry service providers who break down the “how.” Learn from the pros and take your next step toward a successful acquisition with confidence.
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Against All Odds Radio Show

Sean V. Bradley CSP, L.A. Williams

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Sean V. Bradley, AKA “The Millionaire Car Salesman”, personifies the American dream and what a person is truly capable of achieving in this country. Sean was born into violence, poverty and abuse, in Queens, NY, which led to boys homes, gangs and eventually federal prison. However, Sean wanted more than to be a statistic and against all odds rose from the depths of hell, to become a multi-millionaire of multiple companies, a best-selling author and a “CSP” in the National Speakers Associatio ...
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Podcast Description: The Investor Relations Podcast Joshua Wilson is a registered investment banking representative and a licensed real estate broker. The content of this podcast is for informational purposes only and should not be considered legal, financial, or compliance advice. This podcast is not a substitute for professional advice. All views and opinions expressed by the host and guests are their own and do not necessarily reflect the policies or positions of any regulatory agency, or ...
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Welcome to Negotiation Made Simple where we help you master the art of negotiation and win your next deal. Over the last 15 years, John Lowry has helped thousands of people in Fortune 500 companies master the art of negotiation. Now, he wants to help you. Through this podcast, he will teach you the skills you need to become a master negotiator. Every episode, explore practical tips that will help make negotiation easier, give you more confidence, and ensure you win the deal not just in your ...
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Taming the Financial Chaos

Matt McCoy CFP®, CRPC®, AWMA®

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When it comes to making decisions about our finances, it's not just about the numbers. In Taming the Financial Chaos we're looking at why we make the decisions we do and how those decisions affect the outcome. Matt McCoy is a registered representative of Lincoln Financial Securities Corp. Investments and advisory services offered through Lincoln Financial Securities Corporation, Member SIPC*. Insurance offered through LIncoln affiliates and other fine companies. Securities offered to residen ...
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Understanding real estate needn't be dull or difficult. In this podcast, Matt Lindquist shares insights on diverse real estate subjects, from home buying, property management, commercial investments, and beyond. Every episode is easy to digest and shorter than 15 minutes to accommodate your hectic schedule. Matt Lindquist is a licensed REALTOR® with Century 21 Affiliated in Madison, WI. He has experience in property management, marketing, and investing in real estate. Broker Office Informati ...
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REI Brothers showcases the adventure of two brothers German & Oscar in Multifamily Investing. This is our platform to educate, motivate, and inspire others to take massive action in financial freedom through multifamily investing. If you are a current and/or future real estate investor, then this is the show for you. More specifically for those interested in large multifamily apartments and hotels. We bring you access to expert real estate investors, syndicators, lenders, property managers a ...
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Learn more about the market and stock analysis through CAEE™. CAEE™ is in a unique analytical framework designed to help market participants, researchers, and learners better understand Index performance and long term valuation trends. Our publications and podcast episodes feature insights derived from CAEE™ , which are for use in our educational and analytical services. Email [email protected] to request a CAEE™ based performance report on the magnificent 7 index or to request a ...
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The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
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Zakladatel finanční skupiny Broker Consulting Petr Hrubý napsal knihu nejen o své cestě kariérou, ale také o tom, jaké jsou jeho vyzkoušené tipy na úspěch v jednotlivých oblastech (práce, zdraví, peníze, vztahy). Tyto oblasti jsou vzájemně propletené a společným ukazatelem jejich vyváženosti je mít stále za čím jít. Ať už jste knihu četli, nebo se …
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In this bonus episode of the Australian Finance Podcast, host Gemma Mitchell is joined by financial adviser Tahli Cavagnino to unpack the key money moves you should be focusing on in your 30s – from building wealth and growing investments to protecting what you’ve already achieved. They also dive into the common traps that can trip you up in this d…
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Today's episode is from Mobile Home Park #99 that originally aired on Oct. 30 2018. Kevin shares the mic with Andrew Lanoie; Founder and Principal of Park Place Communities and Four Peaks Partners based in Scottsdale, Arizona. Andrew’s background is markedly different from most investors, originally holding a career in artist management in the ente…
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In this episode, we challenge the conventional wisdom that winter is the worst time to list your home. We explore how reduced competition during winter months can actually create better opportunities for sellers, and discuss strategic pricing approaches that work year-round. We also dive deep into our different CMA methodologies and share proven te…
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Tony chats with Chris Bean, CEO & Co-Founder at Skytree Scientific, they are revolutionizing how insurers assess lightning risk. Their platform analyses property data and delivers a risk score in minutes allowing for faster underwriting, better pricing, and fewer losses. It also generates mitigation strategies for the policyholder. This technology …
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America’s health secretary, RFK Jr, is known for his opposition to vaccines, particularly mRNA jabs, that have the potential to treat a large swathe of diseases. Slashing funding will have long term implications beyond America. Our correspondent visits Britain’s biggest and newest supercomputer. And why Mexicans love Japanese and Korean culture. Li…
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America’s health secretary, RFK Jr, is known for his opposition to vaccines, particularly mRNA jabs, that have the potential to treat a large swathe of diseases. Slashing funding will have long term implications beyond America. Our correspondent visits Britain’s biggest and newest supercomputer. And why Mexicans love Japanese and Korean culture. Li…
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In this episode of Real Money, Real Life™, I talk with Marcus Howard, founder of Tradechology.co, about how his early financial decisions shaped his life — and why he’s now focused on helping others avoid the same mistakes. We talk about: What Marcus wishes he’d known earlier about money How he approaches financial education with his kids Learning …
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For the past week in Indonesia, protesters have taken to the streets and cities have burned. President Prabowo is still popular – now he faces a big test. Climate change threatens the collapse of an Atlantic current that helps make Europe habitable. And facekinis become a fashion item in China. Listen to what matters most, from global politics and …
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For the past week in Indonesia, protesters have taken to the streets and cities have burned. President Prabowo is still popular – now he faces a big test. Climate change threatens the collapse of an Atlantic current that helps make Europe habitable. And facekinis become a fashion item in China. Listen to what matters most, from global politics and …
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In this episode of the Australian Finance Podcast, your host Gemma Mitchell is joined by financial wellness coach Betsy Westcott to unpack the complexities of inheritance. With an estimated $3.5 trillion expected to change hands in Australia over the coming decades, more people will be navigating the financial and emotional realities of receiving a…
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Spencer Gray is the founder and President of Gray Capital, an investment firm based in Indianapolis that specializes in value-add multifamily properties in select Mid-western markets. Spencer leads all strategic initiatives at the firm, including investment strategy, capital raising, and property operations. Since founding Gray Capital with his wif…
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In this episode of The Investor Relations Podcast, Michael Loftus, Biotech Growth Architect and Family Office Strategist, shares his perspective on what makes investor relations effective in the fast-moving world of life sciences. Drawing from his experience at the intersection of biotech investing, clinical trials, and family office strategy, Mich…
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Prime minister Bibi Netanyahu is focused on his own political survival. Our correspondent explains how strategic differences within Israel have shaped the war in Gaza. As the new college sports season kicks off in America, players will be paid for the first time, upending the industry’s economics. And remembering Sen Genshitsu, 15th master of the U…
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Prime minister Bibi Netanyahu is focused on his own political survival. Our correspondent explains how strategic differences within Israel have shaped the war in Gaza. As the new college sports season kicks off in America, players will be paid for the first time, upending the industry’s economics. And remembering Sen Genshitsu, 15th master of the U…
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Today's Flash Back Friday episode is from #558 that originally aired on Feb. 27, 2023. Chris Larsen is the founder and Principal of Next-Level Income. Since “retiring” after 18 years in the medical device industry he dedicates his time to helping others become financially independent through education and investment opportunities. Chris has been in…
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From Elon-level ETF worries to whether you should stick with one provider, we tackle the big investor ‘what ifs’. Plus: should high schools be teaching investing, how to prepare financially for separation, and what really happens to your FHSSS if you change super funds. We cover it all this week! In this episode of the Australian Finance Podcast, O…
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I chat with Les Schlesinger, Owner at Auto Insurance Consulting, he has 35 years of experience in all aspects of the Auto Insurance space and is now offering that expertise to carriers, MGAs, etc who need help in Product, Marketing, Claims, Litigation, etc. Les Schlesinger: https://www.linkedin.com/in/les-schlesinger-039a3510/…
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Yesterday Donald Trump imposed a 50% tariff on Indian imports to America, among the highest in the world. How will Narendra Modi respond? Why Palantir could be the most overvalued firm of all time. And film, vinyl and print media make a comeback. Listen to what matters most, from global politics and business to science and technology—Subscribe to E…
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Yesterday Donald Trump imposed a 50% tariff on Indian imports to America, among the highest in the world. How will Narendra Modi respond? Why Palantir could be the most overvalued firm of all time. And film, vinyl and print media make a comeback. Listen to what matters most, from global politics and business to science and technology—Subscribe to E…
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Send us a text The Central Carolina REALTORs Association has amended its' sales contract. The contract that will go live near the end of September 2025 and includes new provisions on agent compensation, seller transaction costs, authority to sign and home warranties. Finally, compensation is in the contract where it should have been the past year. …
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Other key takeaways include: -Why branding and marketing are different, and why you need both. -How high net worth clients are influenced by your website, social media, and content strategy. -The role of lifestyle alignment - sports, philanthropy, and passions - in building stronger connections. -Why consistent, professional content and video are c…
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Ep#42 of🎙The Restaurant Dealmaker Show🎙Emily Winston Founder & CEO Boichik Bagels Emily is the Founder and CEO of Boichik Bagels, begun as a pop up in 2017 and is now 10 shops in California plus wholesale. The bagels have been acclaimed by no less than the New York Times as arguably better than those found in New York. She has degrees in mechanical…
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Tony chats with Lucas Roberts, Wholesale Broker at Anzen Insurance, they aim to offer the best technology combined with the best wholesale broker offering Cyber, Specialty Commercial, E&O, D&O and EPLI. Their software analyzes submission data and allows sending to various markets in one click while still having a broker that can really walk you thr…
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What does Donald Trump’s attempt to sack Lisa Cook, a Federal Reserve governor, mean for the institution’s independence? Uruguay may soon legalise assisted dying. And why shooting clubs – and other community associations – are thriving in Germany. Listen to what matters most, from global politics and business to science and technology—Subscribe to …
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What does Donald Trump’s attempt to sack Lisa Cook, a Federal Reserve governor, mean for the institution’s independence? Uruguay may soon legalise assisted dying. And why shooting clubs – and other community associations – are thriving in Germany. Listen to what matters most, from global politics and business to science and technology—Subscribe to …
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In this bonus episode of the Australian Finance Podcast, host Gemma Mitchell is joined by financial adviser Tahli Cavagnino to share practical tips on making the most of your money in your 20s. This bite-sized episode packs in simple, actionable moves to help you set up your financial future without the overwhelm. If you like this Australian Financ…
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Today's episode is form Mobile Home Park #17 that originally aired on Aug. 2 2017. Charles and I will be discussing how to successfully manage your mobile home park. Over the last few weeks, we’ve personally been flooded with emails from people who asked questions relating to this topic. Instead of responding to each individually, we decided that i…
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We dive deep into how the real estate market is shifting away from the "no contingencies" frenzy and why pre-inspections are becoming essential again. We share real examples of how pre-inspections can save time, money, and prevent deals from falling apart, plus discuss strategies for positioning sellers competitively in today's changing market. We …
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What if the real economic power players have been sitting at the kitchen table all along? In this episode of Real Money, Real Life™, I’m joined by Natalie Benamou, founder and CEO of Her C-Suite®, to explore the rising Power of the Purse — the often invisible, yet deeply influential role women play in financial decision-making, wealth transfer, and…
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Car and phone theft were once the preserve of petty crooks in London. Now they underpin a vast and spreading international criminal network. Why you should consider consulting a new oracle for making big life decisions: an economist. And the cult of the private chef. Listen to what matters most, from global politics and business to science and tech…
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Car and phone theft were once the preserve of petty crooks in London. Now they underpin a vast and spreading international criminal network. Why you should consider consulting a new oracle for making big life decisions: an economist. And the cult of the private chef. Listen to what matters most, from global politics and business to science and tech…
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Need help with a negotiation? Text us and we'll feature your question on the show. In this episode of Negotiation Made Simple, John Lowry sits down with Richard Gabriel, one of the nation’s leading trial consultants, whose career spans more than 2,500 cases including some of the most high-profile trials in history. Together, they explore the fascin…
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Sometimes the spark that first ignited our passion dims over time. The pressures of daily life, travel, and even the demands of doing what we love can leave us feeling drained. Yet, true growth often comes when we revisit our “why,” when we find mentors who challenge us, and when we lean into hard conversations that shape not just our careers, but …
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Tony Chats with Dan Hill, National Director of Sales at CarFax, you probably think of CarFax as the people who get you a report on a used car before you buy it but for the insurance world they do a lot more! Dan Price: https://www.linkedin.com/in/danghill/ CarFax: https://www.carfaxforinsurers.com/ Video Version: https://youtu.be/3CepVh9BO7o…
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As temperatures climb, mosquitoes will migrate to places where natural resistance to malaria is lower. More and more severe natural disasters will make for more breeding grounds. How to stop a deadly disease getting deadlier? In China’s cut-throat food-delivery war, absolutely no one wins. And Florida gamifies its efforts to cull pythons. Get a wor…
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As temperatures climb, mosquitoes will migrate to places where natural resistance to malaria is lower. More and more severe natural disasters will make for more breeding grounds. How to stop a deadly disease getting deadlier? In China’s cut-throat food-delivery war, absolutely no one wins. And Florida gamifies its efforts to cull pythons. Get a wor…
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Show Highlights: -The shift from static databases to intelligent, proactive CRMs. -How AI and automation streamline advisor workflows and client communications. -Real stories on personalization, from birthday emails to portfolio updates. -Why understanding acquisition costs is critical for advisors. -Best practices for securing client data and mini…
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