))
Christian Moldenhauer
…
continue reading
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.
…
continue reading
Broker Consulting - Finance. Reality. Spolu.
…
continue reading
1
Artificial Intelligence Podcast: ChatGPT, Claude, Midjourney and all other AI Tools
Jonathan Green : Artificial Intelligence Expert and Author of ChatGPT Profits
78
357
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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
"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 ...
…
continue reading
1
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.
…
continue reading
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 ...
…
continue reading
Run your own consulting business? This is the podcast for consultants, freelancers and contractors to ensure that you are getting the most out of your business, and to help you avoid expensive mistakes. Hosted by Accountant; Alan Broome, Business Lawyer; Mark Maclean and Financial Adviser; Chris Thompson we talk about everything under the sun related to running your business smoothly.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
"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 ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
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.
…
continue reading
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.
…
continue reading
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
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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.
…
continue reading
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
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
1
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 ...
…
continue reading
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.
…
continue reading
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.
…
continue reading
The Minor Consult explores leadership with innovators, changemakers, and risk-takers. Hosted by Stanford School of Medicine Dean Lloyd Minor, MD, the podcast convenes top minds from across fields to share their perspectives, impart lessons from their careers, and discuss the complex challenges leaders face today. Through their conversations, Dr. Minor unearths the qualities and skills that leaders need to succeed in turbulent times. Dr. Minor has served as Dean since 2012 and is also a profe ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
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 ...
…
continue reading
1
Your tax, shares & financial advice questions answered
38:36
38:36
Play later
Play later
Lists
Like
Liked
38:36
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…
…
continue reading
1
#4: Psychofinance - Mozek = největší (ne)přítel investora (Petr Šimčák, Tomáš Vašák)
39:18
39:18
Play later
Play later
Lists
Like
Liked
39:18
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…
…
continue reading
1
S01 E12 Consultants' Evolving Role in Finance | Caris Marsh | Beyond Consulting
27:40
27:40
Play later
Play later
Lists
Like
Liked
27:40
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…
…
continue reading
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…
…
continue reading
1
#111 How to Build a Real Leadership Team (Not Just Middle Managers)
14:51
14:51
Play later
Play later
Lists
Like
Liked
14:51
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 …
…
continue reading
1
Advisor Tech Advice: AI, Strategy, and the Future of Wealth Management
51:25
51:25
Play later
Play later
Lists
Like
Liked
51:25
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…
…
continue reading
1
Key Lessons Parents & Grandparents Should Teach New Graduates
10:20
10:20
Play later
Play later
Lists
Like
Liked
10:20
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…
…
continue reading
1
EP883: The pain points in insurance and how AI is addressing them.
12:02
12:02
Play later
Play later
Lists
Like
Liked
12:02
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…
…
continue reading
1
EP882: How AI agents are changing financial research and analysis
11:55
11:55
Play later
Play later
Lists
Like
Liked
11:55
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…
…
continue reading
1
Inside the Transition: What Really Happens When Advisors Moves
54:25
54:25
Play later
Play later
Lists
Like
Liked
54:25
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…
…
continue reading
1
Broken Businesses Reborn — Here's How | Steven Dixon | Right Brain Insights Podcast
1:24:33
1:24:33
Play later
Play later
Lists
Like
Liked
1:24:33
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…
…
continue reading
1
Longevity in financial advice: The secret sauce
18:43
18:43
Play later
Play later
Lists
Like
Liked
18:43
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
…
continue reading
1
Childfree, Retired (Almost), and Figuring It Out: Travel, Money, and Boundaries with Robert and Pamela, Ep. 143
57:11
57:11
Play later
Play later
Lists
Like
Liked
57:11
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 …
…
continue reading
1
EP881: The promise of blockchain: end-to-end visibility and improved financial tracking
10:25
10:25
Play later
Play later
Lists
Like
Liked
10:25
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…
…
continue reading
1
EP880: Deriving actionable business insights through analytics and AI
12:43
12:43
Play later
Play later
Lists
Like
Liked
12:43
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 …
…
continue reading
1
Here’s Why You Should Create A “Family Investment Club” (Ep. 137)
34:36
34:36
Play later
Play later
Lists
Like
Liked
34:36
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…
…
continue reading
1
#80 Use AI to Create Smarter, Faster Content
26:31
26:31
Play later
Play later
Lists
Like
Liked
26:31
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…
…
continue reading
1
Lawrence McDonald: Risks, Myths and Investment Opportunities
46:14
46:14
Play later
Play later
Lists
Like
Liked
46:14
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…
…
continue reading
1
Social Security: Understanding the Numbers and What Happens When One of You Passes?
22:37
22:37
Play later
Play later
Lists
Like
Liked
22:37
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 …
…
continue reading
1
How i lost $1M by choosing shares over property
19:32
19:32
Play later
Play later
Lists
Like
Liked
19:32
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 …
…
continue reading
1
Season 3 Episode #12: From Stuck to Successful - Interview with Hal Reynolds – Founder & CEO, Disinvested Youth Gaming Initiative (DYGI)
1:27:59
1:27:59
Play later
Play later
Lists
Like
Liked
1:27:59
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…
…
continue reading
1
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
Play later
Play later
Lists
Like
Liked
1:22:53
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…
…
continue reading
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
…
continue reading
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
…
continue reading
1
Momentum by Design: Diagnose Your Stuckness and Build a Business That Moves with You
43:23
43:23
Play later
Play later
Lists
Like
Liked
43:23
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…
…
continue reading
1
Episode 233 - The Fuel of Sales: Confidence
11:13
11:13
Play later
Play later
Lists
Like
Liked
11:13
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…
…
continue reading
1
EP879: Harnessing AI for the benefit of the global financial community
14:25
14:25
Play later
Play later
Lists
Like
Liked
14:25
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,…
…
continue reading
1
EP878: Using artificial intelligence in business and tackling the AI talent gap
12:58
12:58
Play later
Play later
Lists
Like
Liked
12:58
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…
…
continue reading
1
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…
…
continue reading
1
379 Stephanie Wilson Medlock "An Improbable Companion"
1:40:09
1:40:09
Play later
Play later
Lists
Like
Liked
1:40:09
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…
…
continue reading
1
Episode 5: The Truth About Insurance — What Every Policyholder Should Know w/ Matthew Brown, Farmers
44:10
44:10
Play later
Play later
Lists
Like
Liked
44:10
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…
…
continue reading
1
Is AI Changing the World of Consulting with Richard Hawkes
34:11
34:11
Play later
Play later
Lists
Like
Liked
34:11
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 …
…
continue reading
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 …
…
continue reading
1
How to Start a Consulting Firm From Scratch in 2025
18:30
18:30
Play later
Play later
Lists
Like
Liked
18:30
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…
…
continue reading
1
Tax time tips straight from the ATO: maximise your refund
46:04
46:04
Play later
Play later
Lists
Like
Liked
46:04
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…
…
continue reading
1
How To Be A Jefa | Ashley K. Stoyanov Ojeda
1:02:16
1:02:16
Play later
Play later
Lists
Like
Liked
1:02:16
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…
…
continue reading
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…
…
continue reading
1
From Chaos to Clarity: Streamlining Operations with Data
24:58
24:58
Play later
Play later
Lists
Like
Liked
24:58
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…
…
continue reading
1
How Structured Notes Can Transform Your Investment Portfolio with Vince Tassone (Ep. 136)
32:47
32:47
Play later
Play later
Lists
Like
Liked
32:47
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…
…
continue reading
1
Blow Up Your Advisory Biz in 2025? Here’s Why You Must!
25:32
25:32
Play later
Play later
Lists
Like
Liked
25:32
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…
…
continue reading
💻 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…
…
continue reading
1
Your Q&A: Asian ETFs, career change & acai bowls
56:00
56:00
Play later
Play later
Lists
Like
Liked
56:00
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…
…
continue reading
1
Ep44 Talking about Financial Freedom with Paul Craan, Coach and Author
53:49
53:49
Play later
Play later
Lists
Like
Liked
53:49
Do you want to feel "Financially Free?" Check out my latest episode where I sit down with Coach and Author Paul Craan. He is an author of two books: "How to Be Financially F.R.E.E!" and "Go From Boring to Brilliant!" Paul has been helping professionals for the past 15 years improve their presentation skills and also helping clients live a financial…
…
continue reading
1
#110 Your Body Is Your Resume: Discipline, Strength & Strategy Behind a High-Value Man
30:59
30:59
Play later
Play later
Lists
Like
Liked
30:59
What if your body could open doors before you even speak? That’s exactly how Kyle (@excaliburrcoaching) sees it—and lives it. In this powerful episode, we dive deep into the mindset, discipline, and systems behind Excaliburr: a coaching method designed to build high-value men by optimizing strength, mobility, clarity and long-term health. Kyle brea…
…
continue reading
1
The Valuation Playbook: Ted Jenkin on the Metrics and Mistakes That Matter
54:30
54:30
Play later
Play later
Lists
Like
Liked
54:30
With Ted Jenkin – Co-Founder, JPTD Partners Overview What drives valuations—and what mistakes kill deals? M&A advisor Ted Jenkin joins Louis Diamond to share practical insights on maximizing value, understanding multiples, avoiding seller pitfalls, and the critical prep work every advisor should be doing now. Listen in… > Download a transcript of t…
…
continue reading
1
Hiring Your Spouse & Kids: Big Opportunities and Big Mistakes to Avoid
10:33
10:33
Play later
Play later
Lists
Like
Liked
10:33
Today we’re answering a smart question from a viewer about hiring a spouse or children in a family business. When structured properly, this strategy can create significant tax advantages and strengthen retirement savings. However, it also carries risks if not handled correctly. In this episode, Dennis breaks down how to use family hiring to reduce …
…
continue reading
1
Finding Your Freedom and Doubling Your Revenue
31:31
31:31
Play later
Play later
Lists
Like
Liked
31:31
Highlights include: -Why the advisor walked away from a traditional bank model -How he overcame fear and successfully transitioned legacy clients -The surprising benefits of affiliating with an RIA-only firm -Reinvesting in growth: marketing, branding, and staffing -Building deeper client relationships through business ownership -What “freedom” rea…
…
continue reading
Despite ongoing market volatility, private credit returns remained “compelling”, as Peter Szekely, managing partner at Tanarra Credit Partners, shares his thoughts on the current landscape for the asset class.By Financial Standard
…
continue reading
