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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Welcome to AutoFix AdvisorCast, the podcast where automotive service advisors finally have a place to call home. Hosted by industry veteran Michael Doherty, with over 28 years of experience in the trenches, this show dives deep into the challenges, frustrations, and demands of being a service advisor in the independent auto repair world. AutoFix: AdvisorCast isn’t just about problems; it’s about solutions. Michael Doherty shares best practices, actionable tips, war stories, and fresh ideas f ...
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The Purpose Focused Advisor

Rob Brown and Phil Calandra

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The Purpose Focused Advisor," a podcast for financial planners, advisors and RIAs aimed at merging professional growth with personal fulfillment. Hosts Rob Brown and Phil Calandra, founders of Truest Fan Coaching, bring insights from industry leaders on finding purpose, driving success, and overcoming challenges. This podcast isn't just about strategies; it's a community focused on helping you be your best and bring out the best in others. Whether it's the motivation behind your business or ...
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Poets & Thinkers

Benedikt Lehnert

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Poets & Thinkers explores the humanistic future of business leadership through deep, unscripted conversations with visionary minds – from best-selling authors and inspiring artists to leading academic experts and seasoned executives. Hosted by tech executive, advisor, and Princeton entrepreneurship & design fellow Ben Lehnert, this podcast challenges conventional MBA wisdom, blending creative leadership, liberal arts, and innovation to reimagine what it means to lead in the AI era. If you be ...
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Whitley Penn Talks

Whitley Penn

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Whitley Penn is a full service public accounting firm. We started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. We aim to be thought leaders on a variety of topics involving accounting and business services as a whole. This podcast will be helpful and informative. We hope you enjoy listening to Whitley Penn Talks! --- DISCLAIMER: This podcast and related materials are designed only to provide general information regarding the subject m ...
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The Cash Rich Exit Podcast

Colleen O’Connell-Campbell, Wealth Advisor at RBC Dominion Securities,

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Colleen O'Connell-Campbell hosts The Cash Rich Exit Podcast dedicated to business owners planning for a crucial financial step - exiting your business. Featuring a diverse array of guests from various industries and ideologies, each episode dives into strategies for building not just an exit, but a cash-rich one. Topped off with 'fun, frank advice,' this podcast is your roadmap to a successful business exit.
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The Community Cats Podcast

The Community Cats Podcast

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Our mission is to provide education, information and dialogue that will create a supportive environment empowering people to help cats in their community. *For transcripts of most shows, visit https://www.communitycatspodcast.com/podcast/.
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WomenShare

Leah Alter and Joanna Ehresman

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Welcome to WomenShare: A Celebration of Women in Financial Services. The podcast where successful women share their stories and best practices with a mission to help other women grow their businesses and careers. On this podcast, top financial advisors and corporate leaders–who happen to be women–give their best advice and actionable takeaways on marketing, growth, and making an impact in the financial services industry. The balance in the financial services industry is shifting and women ar ...
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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A podcast aimed at disabled, chronically ill and/or neurodivergent students and early career researchers. I'll be chatting with academics and students from different career stages about how they thrive in academia and disability. We'll discuss institutional and personal challenges, and hopefully provide some insights on how to cope with these.
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We live in a world that never stops moving, where society depends on the constant flow of goods and people. This is all made possible by the marvels of our modern infrastructure, but who are the pioneers that bring order, processes and systems to keep us moving, and what can we learn from their insights? In Infrastructure Momentum Makers, host and strategy advisor Ratna Amin speaks with the movers and shakers at the intersection of the public, private, and civic sectors about the latest brea ...
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Leading Professional People

Laura Empson and Tony Hall

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Professor Laura Empson and Tony Hall, Lord Hall of Birkenhead, explore the crucial leadership questions currently facing professional organisations and their leaders. They uncover the complicated, messy and surprisingly emotional challenges of leading professionals. Laura and Tony interview senior leaders from some of the most successful global professional organisations, including EY, Slaughter & May, MI6, Spencer Stuart and the BBC. And they build on their own insights from their lifetimes ...
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In this episode, Rob Brown sits down with Tim Russell, financial advisor, firm leader, podcast host, and now co-author of the brand-new book The Good Steward, written with his father, Roy Russell. Tim shares the story behind the book and how his passion for biblical stewardship shapes the way he leads his advisory firm and serves clients. Rob and T…
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Jason discusses real estate investing, highlighting current market conditions where a slight home sales increase is overshadowed by affordability issues due to higher mortgage rates. He argues that the "in irons" market, characterized by modest price appreciation, benefits rental property owners through steady cash flow and increasing rents due to …
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What if the key to navigating our AI-driven future isn’t about becoming more technological, but rather more authentically human? In this inspiring episode of Poets & Thinkers, we explore the intersection of technology, leadership, and human dignity with Frances West, a pioneering executive whose wisdom spans decades of technological transformation.…
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Gideon Drucker is the CEO of Drucker Wealth, a hybrid advisory firm based out of New York City that oversees approximately $1 billion in assets under management for 800 client households. What’s unique about Gideon is how he launched a “Wealth Builder” service model to support high-income next-gen clients—within a firm traditionally focused on reti…
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“If you can’t fix ’em, don’t feed ’em. You may think you’re being kind, but make sure you do the responsible thing and spay and neuter.” This episode is sponsored-in-part by Maddie’s Fund. What started as a COVID-era effort to help feed pets in need has transformed into a full-fledged nonprofit tackling the staggering population of community cats i…
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This Flashback Friday was published last June 17, 2020 on YouTube. Pastor Paula White shares what it is like to advise Donald Trump on faith and explains the President's surprising deep faith that she discovered while working with him for 19 years. Paula gives viewers some advice on how to think about what’s occurring in our world, and to reckon wi…
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Thanks to our sponsor WorldPac and the WorldPac Training Institute (WTI)! TOUCH HERE for the latest in auto parts distribution and HERE to explore training programs that can take your career to the next level. In today's episode, Michael Doherty dives into the art of reading customers’ nonverbal cues and matching their communication styles at the f…
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In this episode of The Purpose-Focused Advisor, Rob Brown welcomes Hillary Gale, founder of Moneta Copy and host of The Finance Marketing Podcast. Hillary is a standout voice in advisor marketing, helping financial professionals craft purpose-driven content that actually connects. From her roots as a writing teacher to her passion for personal fina…
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Jason shared the sad news of the passing of his beloved dog, Coco, and discussed the current state of the housing market, highlighting the impact of rising mortgage rates and the challenges faced by the construction industry. He discusses the "perfect storm" impacting real estate: spiking mortgage rates, rising construction costs, labor shortages, …
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“At the end of the day, you're asking somebody to trust you with your money. But in reality, there is so much commonality. Putting your authentic self out there and getting people to know who you are to build that relationship is going to have a bigger impact for you in the long run.” — Michelle Borkowski Welcome to WomenShare, a celebration of wom…
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In this episode, I sit down with seasoned M&A expert Eric Cardinal - a true connector in Canada’s investment and business exit ecosystem. With decades of experience in investment banking, private equity, and corporate finance, Eric shares how relationships, preparation, and AI-driven intelligence are reshaping the exit journey for business owners. …
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Vanessa N. Martinez is the CEO of Expressive Wealth, an RIA based out of Chicago that oversees $135 million in assets under management for approximately 70 client households, including 10 ‘core’ ultra-high-net-worth families. What’s unique about Vanessa is how her firm goes beyond traditional estate planning to help high-net-worth clients engage in…
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"We all want to help, but without the right tools and resources, TNR can feel impossible. That’s why we need technology to bridge the gaps." This episode is sponsored-in-part by Maddie’s Fund. Trapping and caring for community cats comes with numerous logistical challenges—finding vet appointments, securing transportation, and funding medical care.…
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This Flashback Friday is from episode 312 published last April 10, 2013. Professor Richard Epstein, pioneering Libertarian legal scholar, joins Jason Hartman to explain how income inequality is good for society, but is very dependent on the methods used to produce the best outcome. The current methods our government are attempting to use are causin…
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Thanks to our sponsor WorldPac and the WorldPac Training Institute (WTI)! TOUCH HERE for the latest in auto parts distribution and HERE to explore training programs that can take your career to the next level. In this episode, Michael Doherty talks about two types of repair shop service advisors. Visionaries and integrators. Do you know which one y…
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What happens when an industry veteran who’s helped train 10,000+ financial advisors sits down to talk about what’s really missing in today’s advisor development? You get this kind of episode. In this conversation, Gary Sinderbrand, legendary producer and founder of Better Path Training, shares behind-the-scenes truths about what it really takes to …
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What if our fixation on avoiding failure is the very thing blocking us from building organizations that maximize human ingenuity? And why is this business critical in the AI age? In this episode of Poets & Thinkers, we explore the intersection of leadership, innovation, and human potential with John Danner, renowned business advisor, professor, and…
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Cameron Passmore is the CEO of PWL Capital, a wealth management firm based out of Ottawa, Canada, that oversees just over $5 billion Canadian dollars (or approximately $3.5 billion U.S. dollars) in assets under management for 2,400 client households. What’s unique about Cameron is that after growing his firm’s revenue from $2 million to over $20 mi…
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"If you’re struggling to catch the last cat in your colony, you just haven’t figured out the right approach yet. Every cat is catchable with the right technique." This episode is sponsored-in-part by Maddie’s Fund. From building Kuwait’s first progressive animal shelter to developing global disaster response programs, John Peaveler has seen it all.…
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Jason announced changes to the podcast schedule and discussed economic trends, particularly in the housing market. He emphasized the importance of adapting to market realities and taking calculated risks in real estate investment. He also covered various aspects of the current economic landscape, including inflation's impact on housing, mortgage ma…
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This Flashback Friday is from episode 301, published last February 21, 2013. Jason Hartman interviews Bud Conrad, Chief Economist of Casey Research, regarding the geopolitical focal points in our world, funneling these down to how it all affects the United States. Bud mentions the importance of looking at the big picture of what is happening in the…
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Thanks to our sponsor WorldPac and the WorldPac Training Institute (WTI)! TOUCH HERE for the latest in auto parts distribution and HERE to explore training programs that can take your career to the next level. In this episode, Michael Doherty talks about how to shift from a sales-oriented mindset to one focused on education and trust as a service a…
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In this episode of The Purpose-Focused Advisor, Rob Brown welcomes Lauren Hong, Founder and CEO of Out & About Communications, a branding and marketing agency transforming how financial firms show up in the world. Lauren has spent over a decade helping RIAs ditch stale, cookie-cutter branding and embrace a more authentic, strategic approach. With a…
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Jason and Rahul Sen Sharma, an expert on indexes from Index (INDXX), discuss global economic shifts, trade wars, and the stock market. His company tracks over $20 billion in index-based assets, aiding companies in creating indexes, ETFs, and funds. He emphasizes focusing on long-term macro trends over daily market noise, highlighting "re-globalizat…
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"I really love the idea of taking down the barrier that keeps people from getting to what we all need, and that's financial health and well-being." – Dr. Lisa Toppin Welcome back to WomenShare, a celebration of women in financial services. In this episode, we had the privilege of talking with Dr. Lisa Toppin, a prominent figure in the HR and divers…
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Ever wonder how businesses scale successfully - or why some promising companies unexpectedly falter? In this enlightening episode of ‘The Cash Rich Exit Podcast’, host Colleen sits down with Shady Abboud, CEO of Unloop Accounting and Founder of Storyline Financial. Shady specializes in helping businesses turn complex financial data into actionable …
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Seth Scott is the founder of Heartwood Financial Planning, an advisory firm in Fresno, California that manages $100 million in assets for 850 client households. What makes Seth’s approach unique is his development of an “input deliverable” that simplifies tax planning for his ideal target client, allowing him to demonstrate value without creating t…
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"You have to feel good about what you can do, even if you can’t help them all. Every small effort makes a difference.” This episode is sponsored-in-part by Maddie’s Fund. In this episode, host Stacy LeBaron welcomes Karen Menczer, founder of Animal Kind International, an organization that supports animal welfare groups in under-resourced communitie…
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Fresh from Empowered Investor Live in Irvine, CA, Jason welcomes Mike Maloney, author and monetary policy expert from goldsilver.com, as they discuss the current "scary craziness" in the stock market, drawing parallels to the 1987 crash while noting increased public exposure to stocks. He critiques the fiat currency system, explaining how bank lend…
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This Flashback Friday is from episode 289, published last December 18, 2012. Coming to us from London, Max Keiser joins Jason Hartman for a fast-paced interview about what is going on in our world with GDP, the debt ceiling and debt loads, gold and silver markets, and currency collapse. Max is the host of “The Oracle with Max Keiser” for BBC World …
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Thanks to our sponsor WorldPac and the WorldPac Training Institute (WTI)! TOUCH HERE for the latest in auto parts distribution and HERE to explore training programs that can take your career to the next level. In this episode, Michael Doherty helps you prepare for the busy spring season! Michael says to ensure all shop equipment, such as lifts and …
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Message us! Join host Catherine Speer for a quick 10-minute episode as she chats with Morgan Hebert, Director of Operations at the Permian Strategic Partnership (PSP). PSP is a coalition of 28 leading energy companies and higher education institutions in the Permian Basin, working with regional leaders to tackle challenges in New Mexico and Texas c…
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What happens when a marketing entrepreneur dives into financial planning? You get Brandon Snyder, CEO of Alpha Capital Strategies—a visionary redefining how to serve high-net-worth clients. In this episode, Brandon shares his journey from event marketing to building a full-service RIA with in-house experts. It’s a conversation about deep client rel…
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