Podcasts about advising

In this episode of Adventures in Advising, Ryan heads north for a lively conversation with Canadian advising leaders Aysha Haq, Elizabeth Venton-Parnell, Jing Yao, and Shoshana Kalfon. Together, they explore what makes academic advising in Canada distinct, from provincial policies and immigration changes to holistic student support, institutional pressures, and the magic of those “light bulb” student moments.The panel also digs into the evolving role of the Canada Advising Community, the NACADA restructure, place-based advising, and why connection across institutions matters more than ever. Whether you advise in Vancouver, Calgary, Montreal, California, or somewhere in the academic wilderness beyond, this episode is a thoughtful, funny, and practical reminder that advising may look different across borders, but the heart of the work travels well.

Guest host Dr. Margaret Mbindyo welcomes Ben Walker from Oxford Brookes University in the UK, and Chiara Bertolini and Dr. Alessandra Landini from the University of Modena and Reggio Emilia in Italy, for a rich discussion on academic advising, student success, belonging, mental health, disability support, and the changing needs of today's college students.From the UK's “personal tutoring” model to Italy's orientation practices and student support, this episode explores how advising looks across borders, and what higher education professionals can learn from one another. Along the way, they discuss the importance of building community, recognizing student struggles early, setting healthy boundaries as advisors, and seeing international students as whole people, not just paperwork.Follow the podcast on your favorite podcast platform!The Instagram, and Facebook handle for the podcast is @AdvisingPodcastAlso, subscribe to our Adventures in Advising YouTube Channel!Connect with Matt and Ryan on LinkedIn.

With Nick Hubert and Taylor Gentry—Founding Partners, Panoramic Capital Partners Jason Diamond speaks with Nick Hubert and Taylor Gentry of Panoramic Capital Partners about helping business owners align personal significance, wealth, and business value through a long-term advisory framework. In Summary Many advisors who work with business owners focus on managing wealth after it is created. Nick Hubert and Taylor Gentry argue that the greater opportunity is helping clients create, preserve, and align value long before a liquidity event occurs. In their conversation with Jason Diamond, the founders of Panoramic Capital Partners discuss how concepts borrowed from private equity – including accountability, reporting, capital allocation, and long-term planning – can help advisors become more valuable partners to entrepreneurs. The result is a different framework for advising business owners: one that places personal significance, personal wealth, and business value on equal footing and measures success over decades rather than by transactions. The Storyline Most business owners spend years aligning their companies around a mission, strategy, and long-term objective. Far fewer spend the same amount of time aligning their business, wealth, and personal lives around a common destination. Nick Hubert and Taylor Gentry believe that true alignment begins when business owners stop viewing those decisions separately. As founding partners of Panoramic Capital Partners, they have built a firm designed to engage earlier in the entrepreneurial journey. Their framework centers on helping business owners define a “north star” that balances three interconnected dimensions: personal significance, personal wealth, and business value. The conversation explores how that framework evolved from Taylor's experience in private equity and Nick's background in consulting and wealth management. Rather than viewing private equity solely as a source of capital or a transaction event, they examine what advisors can learn from the systems, reporting structures, and accountability mechanisms that private equity firms use to create value over time. Jason and his guests discuss why many business owners struggle to connect financial, operational, and personal objectives; how advisors can serve as a true personal CFO; and why alignment often matters more than maximizing the next transaction. The discussion also turns inward, examining how the same principles influence Panoramic's own growth decisions, their views on acquisitions and private equity investment within RIAs, and what the industry must do to attract the next generation of advisory talent.   > Download a transcript of this episode… Listen and Learn Highlights for Advisors Why do many business-owner relationships begin too late? (13:10)Nick explains why focusing primarily on liquidity events can create misaligned incentives and why advisors may add greater value by engaging earlier in the wealth-creation process. What does Panoramic mean by a “north star” framework? (16:40)Taylor outlines the firm's approach to aligning personal significance, personal wealth, and business value into a unified planning and decision-making framework. How can advisors apply private equity thinking without becoming private equity investors? (18:11)Taylor describes how institutional reporting, accountability, and value-creation systems can help business owners improve outcomes regardless of whether a transaction ever occurs. Why did one client walk away from a successful deal? (19:45)Nick shares the story of a business owner who discovered that selling the company would solve the wrong problem and why redefining success led to a better outcome. Is private equity misunderstood by many business owners? (26:26)The conversation explores how private equity often functions as a “black box” and why advisors can help clients evaluate opportunities more objectively. How does Panoramic structure its pricing to reduce conflicts of interest? (30:52)Nick discusses the firm's effort to align compensation with client outcomes rather than asset gathering alone. Should RIAs pursue acquisitions and private equity capital? (32:20)Taylor and Nick explain how they evaluate growth opportunities through the same long-term framework they use with clients. What role will AI play in the future of advisory firms? (40:14)The discussion focuses on balancing efficiency gains and enhanced client experiences with the responsibility to protect client trust and security. Topics Covered Business-owner advisory models Personal significance, wealth, and value Entrepreneurial wealth creation Private equity frameworks Business value growth strategies Capital allocation decisions RIA business building Advisor compensation alignment Artificial intelligence in wealth management Next generation advisor talent Key Takeaways Many advisors focus on the liquidity event, while business owners often need guidance throughout the entire value-creation journey. The most effective business planning frameworks connect personal goals, financial objectives, and enterprise value rather than treating them separately. Private equity's greatest contribution may not be capital itself, but the systems and accountability structures used to create long-term value. Business owners frequently pursue an exit when the underlying issue is a misaligned relationship with their business, rather than a desire to stop owning it. Advisor compensation models influence behavior, making alignment between pricing and client outcomes increasingly important. Growth through acquisitions can be valuable, but only when it supports a firm's broader vision and long-term objectives. AI has the potential to improve advisor efficiency and client outcomes, but trust and security remain the non-negotiable constraints. https://youtu.be/_Fhic8CxtCs Quotable Moments “Growing businesses create value. The transaction is not the value creation event. The business itself is.” “The reality is that many entrepreneurs don't want an exit. They want a different relationship with their business.” “Private equity is often treated like a black box. Most people don't actually know what it is or how it works.” “The best thing I can do for my clients is still be in the seat 30 years from now.” FAQs How can advisors create more value for business-owner clients? Nick Hubert and Taylor Gentry argue that advisors can create greater value by engaging earlier in the entrepreneurial journey. Rather than focusing primarily on investments or eventual liquidity events, they discuss helping clients align business strategy, capital allocation, personal goals, and long-term wealth creation. How does Panoramic Capital Partners work with business owners differently from a traditional wealth management firm? Rather than focusing primarily on investments or eventual liquidity events, Panoramic seeks to partner with entrepreneurs throughout the business ownership journey. Their approach incorporates business strategy, value creation, capital allocation, and long-term planning alongside traditional wealth management services. What is the “North Star” framework discussed in the episode? The North Star framework serves as the foundation for Panoramic's advisory process. It helps business owners define long-term objectives across their personal lives, financial goals, and businesses, creating a shared reference point for major decisions over time. How can advisors apply private equity principles without working in private equity? The discussion highlights how advisors can borrow many of the operational disciplines commonly used by private equity firms – including reporting systems, accountability structures, performance measurement, and strategic planning – to help clients create value regardless of whether a transaction ever takes place. Why do some business owners choose not to sell their companies? According to Nick and Taylor, many entrepreneurs discover that they do not actually want an exit. Instead, they want a different relationship with their business. In some cases, improving management systems, leadership structures, and operational accountability can achieve that goal without a sale. What are the advisors' views on AI in wealth management? They see AI as a potentially powerful tool for improving efficiency and enhancing client deliverables, while emphasizing that client trust, data security, and responsible implementation remain more important than being first to adopt new technologies. Nick Hubert and Taylor Gentry argue that advisors can create greater value by engaging earlier in the entrepreneurial journey. Rather than focusing primarily on investments or eventual liquidity events, they discuss helping clients align business strategy, capital allocation, personal goals, and long-term wealth creation. Rather than focusing primarily on investments or eventual liquidity events, Panoramic seeks to partner with entrepreneurs throughout the business ownership journey. Their approach incorporates business strategy, value creation, capital allocation, and long-term planning alongside traditional wealth management services. The North Star framework serves as the foundation for Panoramic's advisory process. It helps business owners define long-term objectives across their personal lives, financial goals, and businesses, creating a shared reference point for major decisions over time. The discussion highlights how advisors can borrow many of the operational disciplines commonly used by private equity firms – including reporting systems, accountability structures, performance measurement, and strategic planning – to help clients create value regardless of whether a transaction ever takes place. According to Nick and Taylor, many entrepreneurs discover that they do not actually want an exit. Instead, they want a different relationship with their business. In some cases, improving management systems, leadership structures, and operational accountability can achieve that goal without a sale. They see AI as a potentially powerful tool for improving efficiency and enhancing client deliverables, while emphasizing that client trust, data security, and responsible implementation remain more important than being first to adopt new technologies. Related Resources Finding the Shortest Path to Excellence Can Be a Game Changer for AdvisorsDoing everything you can to deliver better service, drive growth, and achieve your goals faster can result in extraordinary benefits. Why So Many Successful Advisors Feel StuckThey've built thriving businesses. Strong production. Loyal clients. Growing teams. So why do so many successful advisors quietly wonder, “Why doesn't this feel as good as I expected?” This episode tackles the psychology of success and what comes after it. Top Tips for Setting Your Business Up for Success Years Before a MoveEven if a move is years away—or just a possibility—it's never too soon to start preparing. These insights will help you position your business and team for success, whenever the time is right. Guest Bios Nick Hubert is a Founding Partner at Panoramic Capital Partners, where he works with business owners, founders, and families on the integration of personal wealth and business decisions. His focus is on the moments where the two sides converge, growth, capital, liquidity, and long-term planning, and helping clients see the full picture in one coherent strategy. Nick began his career in investment banking in New York and management consulting in Seattle before moving into wealth management in 2016. He has also helped lead several commercial real estate development projects, giving him a hands-on understanding of how to build and maximize value in private investments. A native of Portland, Oregon, Nick lives there with his wife, Kaitlin. Outside of work, he’s usually backcountry skiing in the Cascades, cycling, or trail running across the Pacific Northwest. Taylor Gentry is a Founding Partner at Panoramic Capital Partners, where he works with business owners, executives, and families whose wealth is tied to illiquid assets, operating companies, real estate, and private investments. His role is to translate business performance into clear financial decisions and pressure-test those decisions before they become expensive or irreversible. Before Panoramic, Taylor spent his career in investment banking and private equity, and served as CFO at several operating companies. That blend of advisory and operating experience shapes how he approaches the work: focused on fundamentals, tradeoffs, and execution. At Panoramic, Taylor acts as a Personal CFO for clients, connecting business performance, personal balance sheet, and long-term planning into one coherent strategy. An Oregon native and University of Oregon graduate, Taylor lives in Missoula, Montana with his wife, son, and daughter.s NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. View the transcript of this episode… True Alignment: Advising Business Owners on Wealth, Significance, and Value A conversation with Jason Diamond, Nick Hubert and Taylor Gentry – Founding Partners at Panoramic Capital Partners. Jason Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is True Alignment: Advising Business Owners on Wealth, Significance, and Value. It’s a conversation with Nick Hubert and Taylor Gentry, Founding Partners, Panoramic Capital Partners. I’m Jason Diamond and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wirehouse, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned. And each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education-driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at 908-879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual advisor transition report. It’s the award-winning, data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Jason Diamond: Advisory firms that work with business owner clients typically operate through a fairly traditional wealth management lens. The business may be the source of the wealth, but the advice itself often centers around investments, planning, and asset allocation, yet Panoramic Capital Partners approaches that equation differently. Nick Hubert and Taylor Gentry are the founding partners of the roughly $450 million RIA, serving about 150 families with a seven-person team. And while they come from very different professional backgrounds, Nick with more of a relationship and storytelling orientation, Taylor from the analytical and private equity side, they’ve built the firm around a shared philosophy tied to what they call personal significance, personal wealth, and personal value. A big part of that philosophy, or the north star as they put it, is applying some of the same accountability and long-term thinking frameworks commonly seen in private equity to the advisory relationship itself, not in a transactional sense, but in helping clients think more intentionally about decision-making, alignment, and outcomes over long periods of time. As a result, our conversation delves deeply into the private equity world, reframing how clients and advisors should consider this important tool as both a growth mechanism and a strategic part of their client’s plans. We talk about how that perspective also shapes not only how they think about serving business owners specifically, but also the role private equity should play in wealth management. Then we take a view of their long runway and how they and other younger advisors might see things differently about building firms today and why clarity of vision may matter more than sheer scale in the years ahead, and much, much more. It’s a narrative that is refreshing and informative, so let’s get to it. Taylor, Nick, thank you so much for joining. Walk us through your background. What brought you to the world of wealth management? Nick, let’s start with you. Nick Hubert: Sure. I think I got my first taste of the industry actually in a sophomore year of college internship, or I interned at Morgan Stanley here in Oregon. I studied finance and accounting at University of Oregon, and so I had this affinity for finance and markets and had that privilege of having that internship. So I had it early on in my career. Ultimately ended up setting my sights on doing investment banking and going that route and did that for a short period of time. Ended up not going very long due to a medical reason, so you don’t have to be that sorry for me. And ultimately started my career in business consulting before pretty quickly realizing that I want to get back to finance, back to investing these things that just felt like core competencies and that thing that you keep coming back to when you’re alone in the middle of the night thinking about stuff, it was always that. Just had this desire to work with smaller units than large corporations, which is great for wealth where you get to work with families and small businesses. And so it was just a natural alignment that took me back full-time to the space in 2016. Jason Diamond: I like the framing it through the size of the unit you’re working with and having more of an impact on the family. Taylor, what about you? Taylor Gentry: I’m a little more circuitous, if you will. Spent a couple of years in investment banking, so you can be sorry for me. Nick and I met in undergrad at the University of Oregon, had the opportunity to work in this investment group together where we were investing a portion of the university’s endowment. And like Nick, interned in wealth management and kind of walked away from it going, “Boy, that’s boring. I don’t really like that.” And so moved to New York, cut my teeth in banking for a couple years and we were working… So an investment bank for context, helping companies raise debt, raise equity, and with mergers and acquisitions, we’re working with huge companies. So the Mattels of the world, the largest toy company in the world. Like Nick, realized, “Hey, I’m going to work with smaller companies that we can get our arms around a little bit better and be more helpful with and have a bigger impact on.” So spent about 10 years with a private equity firm in the western half of the US and we invested in companies in what’s referred to as the lower middle market. So companies doing 50 to 300 million of revenue. And we would invest in those companies, grow those businesses and then look to sell them. Awesome experience, learned a ton, got a bunch of experience around how to invest in companies, how to grow businesses. Then had the opportunity to step into the CFO seat of a couple of different operating companies during that time. It was just a great learning ground, but also to see a whole bunch of different situations. Nick and I have always invested in things together. We’ve worked on things together and we’ve always wanted to work together full time. And a few years ago, the stars really just aligned to say, “Hey, what would it look like to create a differentiated offering in the wealth space where we can blend my background on companies, transactions, how to draw on scale and all those pieces and really marry that with the wealth management piece?” And Nick will get into that further, but it’s just a really unique way to partner with families and companies that are smaller which can have a really high impact experience with those families and really move them through their life journey, if you will. Jason Diamond: Yeah, there’s a lot to unpack there and we’ll get to some of the elements of how you run the business today. First of all, you can’t fool me by using a toy company as your example to make investment banking more interesting. I’m just kidding. Actually, my real takeaway there is you have a skillset that is incredibly relevant in the current wealth management ecosystem, especially in the model you’re currently in. So let’s talk about that a little. Tell us about your current chapter, which is Panoramic Capital Partners. Who do you serve? What types of clients? Give me some perspective on size as well. Nick Hubert: I'm going to take this first. Taylor can do the PE background side and give you a bunch of numbers. I’ll give you the story and see if we can piece it together that way. Jason Diamond: I get the impression you guys use that line a lot. Nick Hubert: Oh, no, that’s the first time. How’d it land? Jason, I spent eight years at our prior firm with our third founding partner, Andrew, and he was at that firm for 30 years. And so we’ve got this core DNA that we’ve always carried of serving high net worth families in a very holistic and deep planning-based capacity, which I think a lot of modern firms say that. And so that’s not necessarily that different, but it is a DNA that carries through. When we got struck with this vision of launching Panoramic and what inspired us to build the firm, it was as, Taylor outlined, around this idea of how do we partner with entrepreneurs and business owners more holistically across their entire entrepreneurial journey, not just around the exit as is so often where the gravity of the conversation sits. And so our firm vision and inspiration was all around that. And since launching in May of 2024, it has been about how do we bring that vision to life with a different business model. And to your point, there’s a bunch to unpack there, but that is ultimately the founding vision of what we are trying to build here overall and what inspires us every day to say, how do we, as Taylor mentioned, bring the combination of skillsets to bear in a way that allows us to be a better partner along the entirety of the journey as opposed to just towards the end when assets traditionally show up, so to speak? So that’s a story from a vision perspective. Taylor, I don’t know what you want to add to that. Taylor Gentry: As Nick outlined, it’s the ability to work with folks throughout the lifecycle. So in private equity, you invest in a company, you work with that management team for three to seven years and then you sell the business and move on to the next project or deal. And really, it’s the deal mechanic that is the value creation. Whereas, with what we are building here, we have the opportunity to really step along the journey with folks when they are in the early phases building what we talk about as the middle phase of allocating, and we’ll talk about this further, and then really the third phase of stewarding capital along the way. And it’s a life cycle or entrepreneurial journey that we’re able to be hand in hand with folks over decades opposed to measured in three to five year spans. Jason Diamond: So it sounds, and you’ve both kind of touched on this now, your different backgrounds, you view as very much a positive because it gives you, Taylor, the more in the weeds analytical perspective. Nick, you’re probably more the storyteller. Do you find that to be a benefit when you’re running your firm every day? And are there instances when it’s a negative? Is there ever a time when you say, Taylor, just maybe more for you, not coming from this world, you don’t speak the same language? Nick Hubert: Do you want me to drop off the call so Taylor can be honest and he can give you the scoop and then he can jump off and I’ll give you the scoop? Taylor Gentry: Jason, we talk about that a lot, honestly. I think it is atypical for someone with my background to step into the wealth space maybe more so. And we leverage that because we have the ability to work with folks on how do you drive value in the company, how do you set the business up for a potential sale exit or transition internally? But this business, historically, we’ve talked about it as almost like two tracks. You have Taylor on the quote unquote business consulting or the business work track and you have Nick on a wealth management track. It’s really not the case. And really, the power is the ability for these two pieces to come together and there isn’t a conversation we have with clients where those two perspectives and backgrounds or contexts aren’t married into one to create really truly holistic advice. And so Nick will probably tell you otherwise, but I haven’t seen an area yet where our two backgrounds has been a negative. It’s actually been immensely positive. And then on top of it, in terms of kind of building out the firm, Nick is more of a traction visionary and I’m more of the traction implementer. What’s amazing about it from our perspective is the partnership we have allows us to, A, recognize that, B, name it, and then C, leverage it in terms of being able to dole out duties and maximize our success together. Jason Diamond: Nick, anything you’d add? Nick Hubert: I think that’s all right. I mean, Jason, your question was from an operational perspective. I think a lot of Taylor’s view is from a client perspective, which is spot on that the overlap of that is really helpful for clients and I think what allows it to be a different experience for them. Internally, operationally, I think that where you could see friction there amongst partners with differences, and I think you do see that, and at the same time, Google was the one who did team research 15 years ago where they put out what you really want, is similarity and vision and differences in skillset when building a team. And so I think we’ve been intentional about that and it’s been really helpful for… Taylor and I functionally met in a quasi-professional setting back in 2011 and developed a friendship quickly, so we’ve got that deep level of friendship that underpins all of it. And same with Andrew and our time working together. So part of it is there’s just such a strength of relationship amongst us that we give space for each other’s differences and look for those as assets as opposed to negatives, but in some sense, beauty in the eye of the beholder as is the case with anything. Jason Diamond: Yep. I appreciate you adding that context. I’ll be honest that when I first encountered your firm, my reaction was your core value prop of serving business owners is not all that differentiated. And then I learned more about the way in which you serve business owners. Can you talk about that? Because a lot of advisors in general, but then I think more specifically, a lot of RIAs would say, “We service primarily business owners.” Tell me how do you do it in a way that’s different and meaningful? Nick Hubert: I’ll take a first stab at that and then Taylor can maybe add on with specific stories. The wealth space is an awesome business and it’s a place where it’s very difficult to differentiate. And so we think a lot about that through the lens of how do we grow this business well for the long period of time to create opportunities for clients and employees. And so we spent a lot of time thinking about that, not only for the sake of differentiation, but also how do we actually just continue to add value to clients? Because if we add value in a different way, growth will take care of itself. I’d say one way of cutting that is we revisit the mission is through this idea of, okay, if I want to be a partner along the journey, it’s about more than a single transaction, more than a single exit, whatever that might be, or a series of transactions as wealth is often created over a series of transactions. It’s this idea of how do we focus on wealth creation and driving business value as the engine of wealth creation for entrepreneurs and what we call personal significance, which is the life of the entrepreneur. And so there’s a next click down framing of our framework that we work through that lens. I think the most important piece for us has been how do we build a business model that actually brings that to life and that’s the trick because we can say that, and if we basically still just operate out of an AUM-based or an asset advisory fee-based business, the reality is my incentive is still towards getting assets out of the entrepreneurial environment, so to speak, into a place that I can manage them, which may or may not be the best thing for the entrepreneur based on where they are at. And so our current work continues to be around how do we build that business model. So layering in different ways of engaging, whether it’s a retainer fee or some other way of engaging so we can start earlier when assets aren’t there and actually encourage the entrepreneur, “No, keep reinvesting in your business. It’s your highest rate of return right now and it’s where the investment needs to go.” I don’t want to have a conflict in giving that advice. And so I think step two here has been building that business model from an actual engagement perspective to enable us to enact the vision. And then I think the third piece is how do we then build tools that are different than just evaluating pre-exit planning, and as is so often, the toolkit, but actually saying, okay, what are the value drivers of a business? And this is probably where Taylor has a lot more to add because it’s 101 of the PE model, but how do we take the mission and vision of an entrepreneur, what we call north stars, translate those into value drivers, ensure those tie to strategic initiatives in the business, ensure it ties to reporting, and ultimately, how capital is allocated between the business and other investments? So then that’s our toolkit that we continue to build out to deploy the mission through our business model with tools that back it up. So that’s how we frame it right now. Taylor, we can share stories about how that’s come to fruition to create different outcomes. Jason Diamond: Taylor, I’d love to hear that. Let me just add maybe my understanding, because this is what helped me, I think, to really understand how you defer, and Nick and Taylor, correct me if I’m wrong, it sounds like the typical advisor thinks about an entrepreneur, a business owner relationship as the next liquidity event in most cases. And you take the viewpoint that it’s a journey, in some instances, 30 years in the making. It’s not even about liquidity event might come that’s beside the point. Is that a fair summary? Taylor Gentry: Yeah. We talk about it as a growing business is a healthy business, a business that is creating incremental value and adding to the multiple in terms of how the business is valued in the marketplace is a healthy business. And so whether you are going to sell that business or retain that business into perpetuity, let’s make a really valuable business and grow a very healthy business. And that’s what we do with clients. Nick laid out the north star framework. And so how do we actually go about engaging with folks on a practical level? It does start with the north star framework. It’s got five steps to it as Nick outlined in terms of defining the north star, where we’re going, what we’re trying to do and that’s across those three pillars, personal significance, personal wealth and business value. And that personal significance has to be held at that same level. Otherwise, we find folks that are mid 50s, their business is crazy valuable, they’ve got a lot of dollars, but their family life isn’t where they want it to be because they didn’t take care of that along the way. So we lay out a place map that says, “Hey, these are the north stars that we are aligning on and coming back to every month when we work with these owners.” We then push that into, okay, what are we trying to do on the business side of the equation? Let’s lay out what is going to drive the value of the business from a multiple and enterprise value perspective. We push that into a set of strategic initiatives that is tactical, who owns what, when’s it getting done, and are we red, yellow or green on it? We then build out the performance reporting package with folks. And so that is a monthly reporting package that says what happened last month and what operational data are we looking at to be able to improve the business month over month and get a good feedback loop going into the company. And then the last piece is around capital allocation that Nick mentioned where if the business generates a million dollars, where’s that capital going? I think there’s a lot in there and it’s really deep, but if you zoom all the way back out, it’s take a private equity style playbook where private equity firms come and invest in a company. And what do they do after close? They put in place good financial reporting, good operational reporting, and then hold the team accountable to that reporting and those results on a monthly, quarterly, and annual basis. And so this is not rocket science or something that’s never been seen before. It’s just most business owners that have never experienced this private equity world don’t have access to it and don’t know how to go about doing it. It’s a relatively long process to get that installed with companies and with teams to really dig in and understand it, but it’s building out those packages to be able to say, “Okay, what happened last month? What changes do we need to make and what are we doing from a initiative perspective to drive the business forward?” So to Nick’s point, it was previously, this was all about liquidity planning or from a wealth management perspective, it’s about the exit. This is about how do we make a more valuable business along the way, and that’s going to be good for the entrepreneur as they move through the journey. Nick Hubert: When we were around the dinner table, the proverbial dinner table creating the vision of this firm, it was around this idea of the silver tsunami and everything that everybody reads in the headlines of this massive wave of transition, this generational transition of business ownership that we could help facilitate. So we launched with that thesis in some sense. In addition to this broader journey perspective, we have gotten to this place by following the market and listening to what entrepreneurs actually want through the big unlock was honestly in a deal process with one of our clients where we realized, “This is a great deal. This person’s going to put a ton of money in their pockets, secure their future,” and it’s completely the wrong outcome for the entrepreneur because it’s thinking all about the deal, not thinking about what this person didn’t want was an exit. They wanted a different relationship with their business, and that required, what do you actually want out of life, that personal significance piece? And it required, “Hey, if we can actually create a layer of team members and reporting that allows you to manage this like a board chair would do as opposed to a highly engaged CEO. That’s actually what you want. You don’t want out of this business. You want to still have this be a huge rock in your life.” And so we’ve ran through that door, said no to the deal with them and have been building the infrastructure around this, and that was the unlock and aha moment for us. There’s something bigger here and that’s what then inspired, in some sense, the broader build out of the toolkit, but I think puts more meat on the bone of actually saying no to a deal, which is not the classic wealth manager outcome to get to a way better outcome for the client and is ultimately still an awesome client for us as a firm and somebody that we can go build with for the next 20 years. I think just telling it through the lens of a story that’s different than what’s normal, so to speak, is a way to frame that up. Jason Diamond: It’s such a hyper focus on a fairly long-term and honestly nebulous potential outcome. You don’t have certainty. That, I think, is why most advisors would prefer the near-term liquidity. I mean, it’s not a secret, right? You can bill on assets, firms are incentivizing it and it’s a pretty direct recipe to net new asset growth, but it’s certainly a refreshing point of view. It resonates with me. I’m wondering if it’s resonated with clients and prospects. I guess what I’m asking is, do they feel that this is something different than the typical wealth management experience for this type of client? Nick Hubert: Yeah, Taylor, tell that story of the guy who said, “I’ve had this, but I felt alone.” I think that story of partnership, you tell pretty well. Taylor Gentry: Yeah. Jason, it was actually that same client, he had a investment banker, a wealth manager, attorney, and a CPA. CPA said, “The deal’s terrible, you shouldn’t do the deal.” Investment bankers obviously incentivized to do the deal. And so he’s saying, “You should do the deal.” That’s how he gets paid. He had a wealth manager who was silent and he had an attorney who just pushing paperwork. Jason Diamond: It’s like the start of a bad joke. Taylor Gentry: Yeah. No, seriously, it’s pretty remarkable. It’s like this guy did what he was supposed to do. He put the team of resources around himself. He got professionals in the seat. It’s that no one could connect the dots of all four of those people because they have the seat of those four people. And so it’s really resonated because there’s an ability to see a bigger picture and connect these dots and say, “Okay, this investment banker is saying X because of A, B and C.” And the CPA is saying it’s a bad deal and that it’s not a market deal. It’s 100% a market deal. This deal is right down the fairway in terms of what the market should value your company at and they just don’t understand how the transaction mechanics should work. And so it’s worked really well from that perspective of being able to be the quarterback or centralized point or personal CFO for folks in understanding where interests lie and also being able to think about what they are pursuing in a bit of a different lens. I think the second piece on that is where does it resonate for folks? I think that there is a gap in the marketplace that we are still working to close, and that gap is that business owners do not know what this monthly reporting package looks like. They do not know what really good reporting on their business looks like in terms of they have always run their… You’ve got a business owner. They’ve run their business for 10 or 20 years. They have a pulse on the business from their gut feel. That does not mean that the business has been optimized, is ready to go to the next level or is ready for a transaction and go through a transaction because they have not done the work on the backend to understand the moving pieces of the business at a granular level. This recording package, we oftentimes get this confusion around, well, I’ve got a temporary CFO or a controller or X, Y, Z. That is very different than what we’re talking about. Well, that is all accounting, close the books, have clean numbers. What we’re talking about is how do I marry operational data in the business, number of units ships, number of jobs completed, time on job, operational data to the financials in the business so I can then go make adjustments operationally on how to improve the business and continue taking steps forward. Jason Diamond: It’s very clear. Nick, anything you’d want to add to that? Nick Hubert: I’d say it’s easy to still cut that from a deal lens and say, look, when an investment partner comes to evaluate a business to sit in their seat for a moment, they’re going to look at the replicability of what that leader has done without that leader still in the seat. And if so many businesses are still reliant on that person and this gets talked about as processes, reporting systems, that ultimately results in a discount to the value of the business because although it can be viewed… For the leader, it’s like, it’s that control thing that entrepreneurs deal with. It’s what made them good. It’s what got you there. And so that transition is really hard. And that’s important from a deal lens because that does a direct impact to value. And to widen out the scope beyond the deal and to think about the entrepreneur’s life, this goes back to the dynamic that a lot of times entrepreneurs look for the exits because they’ve built something that it’s now owning them and what they’ve built is not resulting in the life that they want. And so how can we use this system to actually change that relationship, as I mentioned earlier, with the business so that they can run it more like an executive might and get out of the knife fight, so to speak, that often is how this can feel for a lot of folks, even for pretty large businesses. It can just feel like you’re a firefighter, you’re in a knife fight, whatever you want to use for that terminology. I think it’s as much about creating a different life outcome and different relationship and owning and leading a business as it is in driving deal value. Jason Diamond: Taylor, maybe I’ll ask this of you. Forgive the question, but private equity, I think in our space, has a little bit of a negative stigma at the moment. I don’t think that’s true across the board. I think people appreciate generally the need for capital and there are certainly benefits of private equity. But I’ll say as a whole, advisors are, let’s say, suspicious of private equity. You ever get that pushback? Does anybody ever view your experience or the way you position the story as a negative? Taylor Gentry: I think most people that we talk to don’t know what private equity is. They may have seen it in the headlines. They may have some sort of connotation around it. They won’t come out and say that they don’t like it. They don’t know why they don’t like it. The average American business owner, they don’t know what it is or what it means. So yes, you do have to fight that because of the headline piece around private equity, bad actor ABC, and that’s what gets the headlines. I think what private equity is really good at is taking a business that is not optimized or not running on systems and processes that it can run on. Again, it's not rocket science is not crazy hard. It’s just the private equity world has created ways to install systems and process that improve the value of the business by way of providing visibility to financials and operations in a way that the owner previously didn’t have. And so for us, we view it not by any means as the end all be all or the answer. There are clients we’ve worked with that have taken private equity capital and grown successfully, executed on some acquisitions and then exited again. There are clients that have evaluated those transactions and said, “Hey, not for me.” We are actually fairly agnostic to it. What we really spend a lot of our time on is what are we solving for? What’s the end game? How do we use this private equity transaction to get to where we’re trying to go and is it what we want at the end of the day? Because the reality is, if you’re going to stay on and run that business with private equity investment in, there’s a higher expectation on what you need to do Monday morning than when you owned it yourself and it was a little bit of your personal piggy bank too. Jason Diamond: I love it because you bring it back to the north star concept. Taylor Gentry: Yes, that’s exactly right. It’s what are we solving for and what game are we playing to be able to get to where we ultimately want to go? And for, as Nick mentioned that client that turned down the deal, it was a private equity investment. We got very clear with that, “Hey, here are going to be the expectations. You will have a monthly financial reporting call. You’re going to have quarterly board meetings.” These are things that need to happen in this business to be able to upgrade the management and cadence in this company. You don’t have to do it all tomorrow, but that is how you make a more valuable company, is installing some of these systems, process and cadence. And so we’re working with him now on doing that, just in a private context instead of in the private equity backed environment. Nick Hubert: I think there are three things embedded in this. I’d say number one, to Taylor’s point, this is a massive black box, in some ways by design. Wall Street’s had not a great reputation for a very long time of putting things behind the paywall, so to speak. And so we think a lot about our job as empowerment and education. Jason Diamond: Education, yep. Nick Hubert: Yeah. And so part of it is just, number one, how do we just demystify this thing and name things and take away the go to or bad? Because it can be that, but it should not be that from a core basis. That’s number one. Number two, a lot of entrepreneurs feel like they cannot get access to this ability to professionalize or level up or whatever these things are without bringing on that investment partner. And so part of our motivation is how do we actually bring this skillset in without needing to bring on an investment partner because oftentimes, that investment partner comes when you’re done, and so you don’t actually get to experience it. That’s number two. Number three is, Jason, part of your point earlier was like there’s still a trap here of potentially being able to get motivated primarily by the exit. And so again, that gets back to our business model, making sure our price Racing is right, all that good stuff. And it’s also the reality that a lot of businesses, if you just look at a very broad scope of American businesses, a lot of them don’t have value in the marketplace in a massively material way and/or won’t exit in a traditional way. And so the wealth creation journey then becomes much more of a conversation of, how do we manage the balance between investing in the company and distributing out of the company to invest elsewhere because we should actually be creating investment assets along the way because when you get to the exit, there’s no better power position at the moment of exit than already having financial security to some degree and giving you choice in the right deal, not the highest and best deal because you need to fill the piggy bank for retirement. Jason Diamond: I just want to be sure to ask because you did mention a couple times your pricing structure. How have you set it up so that you can be more agnostic about this as opposed to the typical… You want to talk about it for a minute? Nick Hubert: As it’s structured now, it starts with a retainer earlier on where we are working… As Taylor mentioned, we are going deep in the operational build of the business. We will do that on a monthly retainer. We’re engaging consistently. As assets get built up and if assets get built up, we start to chew that retainer down as assets go up. I think what we are ideally trying to figure out, and still honestly have not figured out yet, is how do we get to parity so that we don’t create an… I want to be able to work agnostically with a client to say- Jason Diamond: Yeah, I love it. Nick Hubert: … regardless of how I’m engaging with you, that’s the goal. So I’d say we haven’t cracked the code on exactly what that is yet, but mechanically, we’ve got the levers to pull to say how we price and move that retainer down is basically allowing to keep it at par, so to speak, for the client and allowing us to say, “I’m here to engage in making the best wealth creation outcome for you along the way, whether that’s investing in the business or investing outside the business.” Jason Diamond: I think that’s the right recipe. I agree. The levers can be fine-tuned, but to me, that’s the model you want to create where you can credibly look your prospects and clients in the eyes and tell them, “Our job is to serve you in the best way… We’re sitting on the same side of the table as you.” I want to turn this inward for a second. The home cooking concept. M&A, within the RIA independent space, is obviously a hot topic. Have you thought about it? Do you think it’s a critical part of a potential growth trajectory of a healthy, independent firm? I’m curious your perspective. I feel you, Taylor in particular, probably have a unique lens on this coming from the world you came from. Taylor Gentry: Yeah, Jason, I think if Nick and I wanted to put as much money as we possibly could in our pockets as fast as humanly possible. It’s a pretty easy recipe. It’s go get some private equity capital backer, roll up a few RIAs, get to a few billion of AUM and then sell it to the next private equity firm or roll it to the next private equity firm, do that a few times. We’d all make plenty of money and go on our way. We’ve been really intentional on this front, and again, I talk about this is what we want to do for the next 30 plus years. And really being intentional around building a business that has that enduring nature to it, decided to take private equity capital on, you are on a shot clock to some degree. Yes, you’re trying to build a best business, all of those pieces. You get cadence. You get capital. There’s a ton of value there, but you are on a shot clock that is not a shot clock we’re trying to get on at this stage. I’d say we opportunistically are looking at acquisitions. So we think about it, and Nick and I talk about it all the time, how much of our time should we be spending on acquisitions? And we think of it as 80/20 or even 90/10, 80% or 90% organic growth-focused, 10 to 20% acquisitions-focused. And so we’re actively evaluating those consistently and see deals on a monthly basis that we look at and evaluate, but it’s less of the focus today than it could be down the road. Jason Diamond: And Nick, do you think of that when you guys talk? Do you guys call that your true north? Do you think the same way you coach your clients and prospects to say, “For right now, it wouldn’t be the right move for us to take private equity capital and to do this acquisition rollup strategy because A, B and C are more important for us”? Nick Hubert: Yes. I think if we take our life north star for Taylor. I’m speaking for Taylor, but we’re close and so we share this of… To Taylor’s point, the life outcome of scaling that quickly with that type of capital backing is likely to create a life that I don’t actually want that’s not good for me, not good for my family, and honestly, not good for our clients at this point. And so that overrides in this case, even though the wealth, north star might say, “Hey, absolutely do that.” At some point something has to win. And so that is true. At the business side, as the north star is motivated by this mission of the entire entrepreneur journey, the worst thing I could do is shortcut my ability to be on that journey for a long period of time. One of our friends in this space says, “The best thing I can do for my clients is still be in the seat 30 years from now because I’ve lived a good life that enables that.” And I think that’s spot on for us, is everything, it’s so easy in today’s world to be consumed by short-termism and we are intentional in ensuring that we don’t succumb to that. While still recognizing to your point, I mean, you’re in this all day, Jason, right? There’s a massive opportunity in front of us to be thoughtful about how acquisitions fit into this. And I think we want to be open to that in a way that ensures we just don’t lose the core of the goodness of what we’re trying to build. Jason Diamond: I think that’s the right answer. The only wrong answer in my mind is we’re not open to this or we’re closed to it. To not at least be opportunistically aware of the dynamics in the market, I think is naive. But also, I’ll be honest, Nick, when I think about the concept of the north star, I have a hard time imagining, because we use a similar concept when we counsel advisors. What is your true north or your north star and your best business life, whatever you want to call it? To me, it does include absolutely the personal piece. I think it’s hard to define it only on the economic verticals because, I mean, I think about this for a transitioning advisor. Almost never is the conversation about crunch the spreadsheet and get us the biggest check possible. It’s, yeah, sure, transition capital is important, but it’s let’s also, we want a better work life and we want freedom to market and blah, blah, blah. To me, I think it’s a completely fair way. You two are looking at it at least for now and I assume you reserve the right to revise that opinion down the line. Nick Hubert: I think acquiring for size and scale is as often the headline is, yeah, we’re not into that at this point because I think… And yet, hey, if the right acquisition with the right people came along in that, we’d be extremely excited and would move very quickly to execute on that. So it’s a little bit of a both hand. Taylor Gentry: Yeah. Jason, I think it goes without saying, but my background on having done a bunch of transactions of businesses like this, it’s a natural fit for us to have this as a lever. And so we are looking at deals. We just haven’t prioritized it as the top priority. Jason Diamond: I think also where you are, 2024 was the launch of the business. It’s pretty common to see, all right, let’s nail this, let’s get our feet under us, client service model and then we’ll start to think about that down the line. A couple other things I want to ask you about running an independent firm. This is a pretty glowingly positive review, I think, of your ability to service clients, your ability to grow and to build and run the business that you want. Has there been anything negative that you haven’t enjoyed about running and operating this business, other than working with each other, of course? Nick Hubert: No, I was going to say, I’m like, can we get Taylor off the call again? Taylor Gentry: Jason, maybe I’ll take a first cut at it. I think for both Nick and I, it’s just the administrative components of running an independent business that we don’t enjoy candidly. I don’t think many people would. That said, you come full circle and it is a pretty glowingly positive review of running an independent business because we get to run it in the way that we see fit. And oh, by the way, we use the same things that we use with our clients. So the value drivers we’ve talked about, we have a value drivers worksheet. We refresh it every six months. Nick, Andrew, and I get together every six months and we’re 18 months into this thing and we’ve already got this cadence and system to it, if you will. So I personally really enjoy the running the business piece of it from a macro perspective. Yeah, I’m responsible for running our fee billing and running the math on all that and getting that done, for example. Jason Diamond: I think that’s actually a very thoughtful answer. And I appreciate you saying I enjoy running… I feel the same way, by the way. There’s some elements of running a business that I think are immensely fun. I think it gets painted with this brush of, “Ugh, running the business is the hassle and I want to work in the business.” Agreed, nobody likes invoicing and accounts receivable for the most part, but Nick, what are your thoughts on this? Nick Hubert: Yeah, I think mine is different a little bit coming from a different background where it’s easier for me to sit with the rose-colored glasses of the joy of the freedom that we have in this model. At the same time, when I’m counseling folks who are talking with folks or mentoring folks, younger people who are thinking about, “Okay, I want to go start my own thing,” I’m like, “Hey, it’s like I’m the same way. I want to look in the mirror and think I’m the boss or I’m one of the bosses and we get to go build this.” Then the reality is, at the end of the day, if there was something that you didn’t want to do that had to get done and you didn’t do it, you got to look in the mirror and be like, “Well, you’re the boss, you didn’t do it.” It’s the both sides of the coin that I think a positive, negative cut is one way to look at that because it can feel that way sometimes. And the reality is every job has 20 to 30% of it that you just don’t enjoy doing, and that’s totally true. Jason Diamond: It’s why they call it work. That’s why they pay you. Nick Hubert: They’d be pretty quick to point out that I’m the one of the partnership group that they’re going to have to chase for a smaller administrative item because, yeah, I honestly, just similarly speaking, don’t enjoy that. I want to go talk to clients. I want to go focus on building what we’re building. In finance speaks, it is a higher beta to just the all encompassing realities of running a business that is really hard to underscore without being in the seat. And yeah, there’s definitely 20 to 30% of that I would love to wave a magic wand and say, I don’t have to do anymore. Jason Diamond: Yeah, I appreciate that. Nick Hubert: You can’t have one without the other. It’s both sides. Jason Diamond: I think it’s getting easier and I think it’s getting more offloadable and some of it probably gets more… In some ways, more offloadable as you scale, but then you get a new set of problems, probably two, because you’re dealing with bigger… It’s a never ending. I think most business owners would agree with that. And you said it well, you take the good with the bad and overwhelmingly, most people we speak with in the independent space feel as you do, which is, are there things I would prefer to offload or that I would prefer not to do? Of course, but that’s almost just the price you pay for the freedom and for doing all the things you want to do. Two more questions that I want to be sure to ask about where this has been a great episode. One is AI. Need to know your thoughts. Is this coming for our jobs? Do you think your firm is positioned to capture either asset flows or also just to leverage this technology and use it to serve clients better? Just give me your thoughts. Nick Hubert: I think, in some sense, it would be irresponsible as people this early in our entrepreneurial journey and thinking about how do we optimize what we do for clients to not be engaging with AI in some way, shape or form, at least in an evaluative posture. So we are actively, in a bunch of different ways, whether it’s buy it off the shelf or build it, continuing to find ways to think about, not only how do we drive efficiency, because there’s an obvious surface level dynamic of if I can save time and spend more time with clients, that is a go to thing objectively. And there’s this deeper dynamic of if it can amplify what… Actually, back to your prior question, if it can amplify what I’m best at and enjoy and reduce what I don’t enjoy, that’s a massive win. And I think we’re on the surface of seeing that. That’s the opportunity we are motivated by that and pursuing that. And at the same time, I would say an operational principle that really is important to us, and you can almost call it a north star within the business is client security can never be put at risk for the sake of our own growth, our own efficiency, or anything else. There’s, I think, still a question mark as to how we think about trusting this. And so we are very cautious as we think about we will never try to move so quickly on any technology, whether it’s AI or otherwise that we risk our clients in some way, shape or form, because the reality is we are also in a context where AI is, when pulled, one of the least popular things happening in the world today for the average American. And so there’s no kudos here for being a leader. Jason Diamond: I totally agree. The first mover advantage here is slim to none. Nick Hubert: Yeah, you don’t want to be the one sticking your neck out on this in our industry. And yet there still objectively has a potential to be better for the clients. Navigating that I think is messy. Taylor Gentry: I think the only thing I’d add, which is pretty short, is the use of these tools has the ability to create a better deliverable for clients on a more consistent basis. And marrying that with exactly what Nick just outlined around the risk is really the magic piece here. And so I think, to the extent we can get it implemented effectively with the security, but also with, this is going to result in a lot better outcome for clients across the board, that’s a pretty attractive objective to go after and it’s pretty exciting to be in the industry with that now on the forefront in terms of ability to improve that experience over time. Jason Diamond: Yeah. No, that’s a good color to add. I want to end here with a potential HR violation, but you’ll forgive me. I’m not going to ask about age, but you are clearly both relatively young advisors. And this is a hot button issue in our industry, the idea that there are not a lot of talented, young next gen advisors at a time when a lot of gen one or older advisors are retiring out of the business. So what would you say… I think one of you made the comment earlier, it’s not necessarily the coolest industry to go into at 23 years old right out of school. I think more commonly people go into sales and trading, investment banking or some of the other finance verticals. What would you say to younger folks interested in wealth? And maybe I’d ask also, do you have any thoughts on how we solve this next gen talent crisis? And if you’re both secretly 90 years old, you can just do it. Taylor Gentry: You talking my internal age or my actual age? Jason Diamond: Why don’t you go first? Nick Hubert: Yeah, go ahead, Taylor. Taylor Gentry: I think there’s two threads here. The first is it’s not a sexy industry to go into and not as sexy as an investment banking, private equity shtick, if you will. I think from my perspective, it’s really important what you’re working on. The ability to be in a firm like what we are building with the diversity of work that is available is a little bit like the world’s your oyster and we’re designing

Chad Holmes, founder of Formula Wealth, joins Behind the Advisor to discuss the growing need for multi-generational wealth planning. He shares how advisors can help families navigate aging parents, inheritance, estate planning, and succession conversations with more clarity and confidence. Chad also explains why wealth transfer is about more than assets—it's about communication, education, and preparing the next generation to carry the legacy forward.  

You've built something real you're an established entrepreneur, owner & fractional leader, the experience, the clients, the reputation. Yet, you are still not where you desire to be, by now. The problem isn't effort. It's sequence. In this episode, we're getting into the refinement work that actually shifts things: positioning yourself as the obvious choice in your market, pricing that attracts dream clients who are a hell yes, and messaging that calls the right people in instead of convincing them. When your income streams, your brand, and your systems are finally working together, everything changes. This is about doing the right things, in the right order, for the right people. June's doors are open for the monthly virtual networking, connected circles event, message NETWORKING for more details & to RSVP for June 3rd's meeting. May's meeting was powerful. If you haven't subscribed to the newsletter for exclusive events, offerings and announcements make sure you are on the newsletter here: www.KellyLynnAdams.com If you are looking for support in this season here are a few ways that are available in 2026... Private 1:1 Consulting, Advising, Coaching & Mentorship (limited availability) Longer Containers & The Elevate Mastermind is now enrolling, we start soon in June and last until December or when you hit your goal. The elevated community is coming....you are going to love it. For upcoming virtual & in-person curated events make sure you are subscribed on the newsletter at www.KellyLynnAdams.com 

In this episode of Adventures in Advising, Matt and Ryan chat with returning guest, Dr. Janet Schulenberg, about NACADA's newly unveiled definition of academic advising and framework. Janet reflects on how the task force's work moved from development to a formal resource for the profession. This conversation explores the definition's central message, its implications for advisor identity and institutional responsibility, and how it can help clarify boundaries, advocate for support, and shape the future of advising practice.Follow the podcast on your favorite podcast platform!The Instagram, and Facebook handle for the podcast is @AdvisingPodcastAlso, subscribe to our Adventures in Advising YouTube Channel!Connect with Matt and Ryan on LinkedIn.

In this episode, hosts Major DJ Taylor and Major Evelyn Payne sit down with Major General (Ret.) James "Spider" Marks — decorated Army intelligence officer, Georgetown University professor, and CNN military analyst — for a wide-ranging conversation on operational planning, intelligence, and leadership.General Marks draws on over 30 years of service, including his roles as Senior Intelligence Officer during the 1992 LA Riots and Operation Iraqi Freedom, to share hard-won lessons on anticipating threats, bridging the gap between tactical and strategic objectives, and navigating the complexity of modern military operations. He also tackles the growing role of AI on the battlefield, the challenge of controlling the narrative in an information-saturated environment, and what it truly means to keep it simple as a planner and leader.Whether you're a SAMS student, a field grade officer, or a student of strategy, this episode delivers candid, experience-driven insight into the art of operational thinking.Timestamps0:00 — Producer intro / Episode overview1:01 — Show intro & Guest bio (MG Spider Marks)2:27 — Advising operational leaders in a volatile world5:10 — AI, screens, and staying in the loop8:01 — Managing complex organizations and decision-making10:18 — Linking political objectives to tactical goals15:16 — What he'd do differently as a planner17:43 — Understanding the operational environment with limited time (AI, outside experts)22:09 — Formalizing informal relationships25:50 — DSCA & the LA Riots36:28 — How to see around corners today39:20 — Controlling the narrative in the age of instant media42:50 — Who influenced him most46:18 — Parting advice to SAMS students

In this episode, Matt and Ryan welcome Dr. Hilleary Himes from Penn State for a lively conversation about advising scholarship, professional development, and why the history of academic advising matters more than we might think. Hilleary shares her unexpected journey from anthropology and archaeological digs to academic advising, reflects on how advising structures shape student experiences, and offers practical encouragement for advisors who want to turn everyday questions, conference presentations, or “hmm, I wonder…” moments into scholarship.Hilleary digs into the publication process, including revise-and-resubmit realities, co-authoring, writing routines, and how rejection can be reframed as part of making the work stronger. Plus, Hilleary explains how long-distance running and long-form writing have more in common than expected: stamina, patience, and trusting the process one step at a time. Follow the podcast on your favorite podcast platform!The Instagram, and Facebook handle for the podcast is @AdvisingPodcastAlso, subscribe to our Adventures in Advising YouTube Channel!Connect with Matt and Ryan on LinkedIn.

In this final episode of the CSUSB Advising Podcast, host Matt Markin shares a farewell message about the podcast. Since its launch in 2020, the podcast has been created for CSUSB students, offering advising tips, campus resource highlights, student success strategies, and conversations with faculty, staff, advisors, and campus partners.Matt reflects on the purpose of the podcast, thanks the students who inspired every episode, and expresses gratitude to the many guests and colleagues who helped make the show possible. Thank you for listening, and for the final time: Go Yotes!Follow to the CSUSB Advising Podcast on Apple, Spotify, and more!Follow us on social media:Instagram - @csusbadvisingTik Tok - @csusbadvisingYouTube - @csusbadvisinghttps://csusbadvising.buzzsprout.com/

Sometimes you need the reminder that you're allowed to be perfectly imperfect.....tune in if you need to take a beat, a breath to boost where ever you may be in business and in life, you can thank me later, especially if you listen to the entire episode. June's doors are open for the monthly virtual networking, connected circles event, message NETWORKING for more details & to RSVP for June 3rd's meeting. May's meeting was powerful. If you haven't subscribed to the newsletter for exclusive events, offerings and announcements make sure you are on the newsletter here: www.KellyLynnAdams.com If you are looking for support in this season here are a few ways that are available in 2026... Private 1:1 Consulting, Advising, Coaching & Mentorship (limited availability) Longer Containers & The Elevate Mastermind is now enrolling, we start in a few weeks in June and last until December or when you hit your goal. The elevated community is coming....you are going to love it. For upcoming virtual & in-person curated events make sure you are subscribed on the newsletter at www.KellyLynnAdams.com 

In this episode of Adventures in Advising, Matt talks with Arjun Arora, founder of Advisor AI, about where artificial intelligence fits into the future of academic advising, and where it absolutely does not. From chatbots and career pathways to implementation headaches, ethical guardrails, and the myth that AI can replace advisors, this conversation dives into the real people, processes, and possibilities behind emerging technology in higher education.Arjun shares how Advisor AI is working to support students from enrollment through graduation while keeping advisors, career professionals, faculty, and student success teams at the heart of the journey. Along the way, Matt and Arjun unpack what institutions should ask vendors, how campuses can measure success beyond “we launched it,” and why the human side of advising remains the secret ingredient no algorithm can bottle.Grab your metaphorical compass, because this episode explores AI, advising, and the winding road toward more intentional student support.

Going Long Podcast Episode 631: Advising EMEA Startups to Scale Up - Marie Campagne  ( To see the Video Version of today's conversation just CLICK HERE. ) In today's episode of The Going Long Podcast, you'll learn the following:   [00:24 - 02:20] Billy welcomes and introduces today's special guest, Marie Campagne [02:20 - 06:48] Billy asks Marie what the end of her corporate relationship was like, why she ended it, and where she is focused today. [06:48 - 11:11] Marie shares insights from her views on taking risks, how she takes calculated risks, and what kinds of risks there are beyond financial. [11:11 - 13:11] Billy asks Marie to describe pressures she experiences, where they come from and how she deals with them. [13:11 - 17:34] Marie explains what led her to end up living and working in so many countries and what impacts and fruits this led to. [17:34 - 21:32] Billy asks Marie what drove her to focus on a space that nobody else currently was. [21:32 - 24:30] Marie explains how she identifies and predicts problems that start ups will find and how she works out solutions for them. [24:30 - 27:47] Marie explains what it takes to back yourself and the ways that she has shown up for herself to get where she is today. [27:47 - 33:34] Billy asks Billy to share details about her current projects and entrepreneurial vocations. [33:34 - 36:21] Marie shares the message that she would like to hear from herself three years from now. [36:21 - 39:15] Billy sums up all we've learned from Marie today and asks her to share the best ways we can get in contact and find her online. [39:15 - 40:04] Billy wraps up the show.   How best to get in touch with and find out more about Marie Campagne: LinkedIn: https://www.linkedin.com/in/mariecampagne    Websites: www.hanae.es   www.hervestclub.com      If you're a corporate executive who wants to make your role optional, then grab your FREE ebook with Billy's proven 3 step process at:  www.makeitoptional.com What you can expect to get out of this ebook: Learn how to achieve corporate optionality Gain true control over your career Turn corporate skills into personal assets With 26 years of experience in corporate sales leadership, achieved optionality through multiple income streams, Billy has helped dozens of executives build their paths to take control of their time. This free ebook gives you everything you need to identify, plan, and take control of your career while building financial optionality, leveraging your skills, and start living your IDEAL day - today! Go to: www.makeitoptional.com   Click the above link or just copy and paste the following directly into your browser to sign up and get your free ebook: https://www.makeitoptional.com/?utm_source=youtube&utm_medium=social&utm_campaign=p2olm  To see the Video Version of today's conversation just CLICK HERE.   How to leave a review for The Going Long Podcast: https://youtu.be/qfRqLVcf8UI     Be sure to connect with Billy!  He's made it easy for you to do…Just go to any of these sites:   Website: www.billykeels.com Youtube: billykeels Facebook: Billy Keels Fan Page Instagram: @billykeels Twitter: @billykeels LinkedIn: Billy Keels

Celena Simpson, Assistant Vice Provost for Advising, discusses how she and the Undergraduate Education and Student Success (UESS) staff help students with academic advising and finding success both in and outside of the classroom.  advising.uoregon.edu (hyperlink to https://advising.uoregon.edu)

Everyone's wondering whether AI is coming for their job (or wallet), so it's fair to ask how close AI tools are to replacing a real human student loan advisor or even your future career. We get into why some professions may weather the AI storm better than others, what the superstar effect means for your career (and your loans), and how upcoming policy changes like the One Big Beautiful Bill Act will shake up borrowing limits, the decision between federal versus private loans, and long-term strategy.We also share where human advice will always matter, and what all this means for you if you're managing loans, borrowing for school, or about to choose a degree.Key moments:(03:43) Comparing new AI models for real-life financial analysis(05:20) The “superstar effect” and how AI will widen the gap between top and average earners(09:54) Why real human expertise still matters most for high-stakes student loan decisions(12:45) Upcoming federal loan limits, Parent PLUS problems, and the likely chaos from the One Big Beautiful Bill ActLike the show? There are several ways you can help!Follow on Apple Podcasts, Spotify or Amazon MusicLeave an honest review on Apple PodcastsSubscribe to the newsletterJoin SLP Insiders for student loan loopholes, SLP app and member communityFeeling helpless when it comes to your student loans?Try our free student loan calculatorCheck out our refinancing bonuses we negotiatedBook your custom student loan planGet profession-specific financial planningDo you have a question about student loans? Leave us a voicemail here or email us at help@studentloanplanner.com and we might feature it in an upcoming show!Mentioned in this episode:Free Student Loan newsletterIf you are not already getting our weekly newsletter every Thursday, you are missing out. We break down studio loan news, updates, money tips, all in one helpful newsletter. Sign up for free at https://studentloanplanner.com/newsletterThe SLP YouTube ChannelIf you're more of a visual learner or you like seeing charts, breakdowns, and exploring other topics, check out https://youtube.com/studentloanplanner

Yes Q2 is not even over yet, however the second half of the year will be here before you know it and it can be even better than the 1st half. In this episode, we're breaking down the 3 pillars that established women are using to step into more authority, attract better clients, and build revenue that actually reflects their worth, identity and authority, offer positioning and pricing for profit, and visibility that converts. No recycled frameworks. No playing small. Just the inner work and outer strategy that compounds, and changes everything. I'm sharing 3 tools that you can experiment with that you are going to love. June's doors are open for the monthly virtual networking, connected circles event, message NETWORKING for more details & to RSVP for June 3rd's meeting. May's meeting was powerful. If you haven't subscribed to the newsletter for exclusive events, offerings and announcements make sure you are on the newsletter here: www.KellyLynnAdams.com If you are looking for support in this season here are a few ways that are available in 2026... Private 1:1 Consulting, Advising, Coaching & Mentorship (limited availability) Longer Containers & The Elevate Mastermind is now enrolling, we start in a few weeks and last until December or when you hit your goal. The elevated community is coming....you are going to love it. For upcoming virtual & in-person curated events make sure you are subscribed on the newsletter at www.KellyLynnAdams.com 

In this episode of Adventures in Advising, Matt and Ryan sit down with Weston Rose, Senior Program Manager in the UT System Office of Academic Affairs, for a lively conversation about advising, innovation, and what it really takes to support student success at scale. From his journey as a first-generation college student from a tiny Texas town to leading systemwide advising initiatives, Weston shares how creativity, technology, and a strong practitioner lens can transform advisor training and professional development. Along the way, the conversation explores mentoring, career pathways, system-level leadership, and bold ideas for the future of academic advising, with a few side trips into pickleball, skyscraper office views, and Montreal travel stories. It's a thoughtful, energizing episode for anyone who cares about advising, leadership, and building better support for students.Follow the podcast on your favorite podcast platform!The Instagram, and Facebook handle for the podcast is @AdvisingPodcastAlso, subscribe to our Adventures in Advising YouTube Channel!Connect with Matt and Ryan on LinkedIn.

In this episode of Healthcare Happy Hour, host David Saltzman sits down with Daniel Metcalf, president of CyberFin and co-leader of NABIP's Cybersecurity & AI Task Force, to discuss how cyber threats and artificial intelligence are rapidly reshaping the health insurance and benefits industry. Daniel explains why the task force was created, the growing risks facing agencies and clients, and how increasingly sophisticated cyberattacks are targeting both businesses and vulnerable consumers. The conversation explores practical steps advisors can take to strengthen cybersecurity, comply with evolving regulations, and prepare incident response plans. Daniel also shares insights into how AI is transforming agency operations, improving scalability and client engagement, while highlighting the importance of responsible adoption, data protection, and maintaining the human relationships that remain central to the advisor role.

What if you had a guide walking beside you through one of the hardest seasons of your life? In this episode, Dali sits down with Nicole Bright, a strategic decision advisor who helps women navigate divorce with composure, clarity, and control.Nicole shares her personal story of leaving a 17-year marriage, how she became the person she needed during that time, and why she transitioned from divorce coaching to strategic advising. Together, Nicole and Dali get real about identity loss, love blinders, knowing your triggers, forgiving without excusing, and why dealing with the emotional weight of divorce early can change everything.If you are in the middle of a divorce, thinking about one, or still healing from one, this conversation is for you.Timestamps: 00:00 The 3 C's: Composure, Clarity, and Control 01:00 Meet Nicole Bright: Her Story and Her Calling 04:00 Certifications, Coaching, and Finding Your Niche 07:00 What Strategic Decision Advising Actually Looks Like11:00 Identity Loss and Knowing Who You Are After Divorce17:00 Love Blinders, Gut Feelings, and Staying Too Long 24:00 Low Self-Esteem, Identity, and Why We Wrap Ourselves in Others 31:00 Forgiveness, Capacity, and What People Owe Each Other 38:00 Loving to Give vs. Loving to Get 39:00 What Clients Must Commit to in the 12-Week Program 48:00 Dating After Divorce and Trusting Yourself Again 55:00 Where to Find Nicole BrightLinks and Resources: Nicole Bright's Website: https://nicolebright.com Nicole's Email: nicolebright.advisor@gmail.comSubscribe to The DaliTalks Podcast: Spotify: https://open.spotify.com/show/4T1R5GFmU4gXWyC9eqKEGS?si=3b59804a244f4c62 Apple Podcasts: https://podcasts.apple.com/us/podcast/the-dalitalks-podcast/id1613524529 YouTube: https://youtube.com/@DaliTalksPodcastFor more information about Dali or DaliTalksvisit us at https://www.dalitalks.com/LinkTreeFollow me on Instagram @DaliTalkshttps://www.instagram.com/dalitalksFollow me on Facebook @DaliTalkshttps://www.facebook.com/dalitalkPlease like, share, subscribe to this channel, and comment below. THANK YOU FOR YOUR SUPPORT!#divorcecoach #DivorceRecovery #HealingAfterDivorce

Before boardrooms, there was her kitchen table, and the lessons were just as sharp. In this special tribute episode, I'm honoring my late grandmother (who many of you know was a huge part of my life) by unpacking 5 timeless principles (I could share 25) she lived by that have quietly shaped many of my business & life decisions & leadership moves. She didn't have a corner office, but she had the wisdom most entrepreneurs & executives spend a lifetime chasing, to only realize you had the power and freedom all along. June's doors are open for the monthly virtual networking, connected circles event, message NETWORKING for more details & to RSVP for June 3rd's meeting. May's meeting was powerful. If you haven't subscribed to the newsletter for exclusive events, offerings and announcements make sure you are on the newsletter here: www.KellyLynnAdams.com If you are looking for support in this season here are a few ways that are available in 2026... Private 1:1 Consulting, Advising, Coaching & Mentorship (limited availability) Longer Containers & The Elevate Mastermind & The Luxury Leadership Lab (waitlists are now open) The elevated community is coming....you are going to love it. For upcoming virtual & in-person curated events make sure you are subscribed on the newsletter at www.KellyLynnAdams.com 

In this episode of Adventures in Advising, guest host Dr. Brendan Caputo welcomes his longtime mentor, Dr. Ellen C. Miller, Senior Associate Dean for Pre-Health Advising at Hofstra University, for a wisdom-packed conversation about advising as both a profession and a calling. From her own nontraditional path as a first-generation student to nearly four decades of supporting future health professionals, Ellen reflects on the power of mentorship, lifelong learning, adult learners, pre-health advising, professional growth, and why advisors should never become “dream crushers.”Listeners will hear about Hofstra's evolving identity in health professions education, the challenges of the enrollment cliff, the irreplaceable human side of advising in an AI age, and the magic that happens when students and professionals are given room to grow.

In this energetic conversation, Bart sits down with Richard Dolan — investment banker, family office veteran, and trusted advisor to three former U.S. presidents, Oprah, Ellen, and a long list of athletes and artists including Juwan Howard, Drake, The Weeknd, and Ice Cube.Richard explains how a chance moment sharing a stage with President Bill Clinton turned into a career advising icons not just on their money, but on what he calls "celebrity equity" — the often-overlooked value of name, image, and likeness. He unpacks why the people closest to the top need advisors who think beyond the balance sheet, and why his real superpower is being a futurist: helping legends and leaders "cause and create what comes next" when the game, the tour, or the spotlight ends.The conversation then turns to a looming crisis Richard is determined to solve: a baby boomer turns 75 every seven seconds, with trillions of dollars in motion — yet there are only about 100,000 financial advisors for the more than two million people retiring each year. His mission now is building the next generation of financial thought leaders to fill those empty chairs.When Bart asks the signature closing question, Richard's answer lands hard:Most people don't forgive themselves, forgive others, or forgive life itself — and just roll with the punches.The episode wraps with a genuine, heartfelt exchange of gratitude, including a Tiger Eye stone, a surprise on-camera endorsement from Richard, and a reminder that proximity to creators — not takers — shapes who you become.Major Takeaways / LearningsAdvising goes beyond money. True advisory includes brand, image, reputation, and long-term legacy.Celebrity is equity. Name, image, and likeness are assets that must be managed like investments.Success creates a new problem: “What's next?” High performers often need guidance after their primary career peak.Proximity shapes outcomes. The people around you influence your direction more than you realize.Great advisors create the future. They don't just react—they help design what comes next.Listening is a strategic skill. Understanding both the person and their desired future is key to effective advising. Memorable Quotes“Experience is everything.”“What feels effortless is never accidental.”“Details create the difference.”“Execution is what separates good from great.”“Consistency builds trust"

In this episode of CCA on the Air: Transforming Advising at Greenville Technical, we're joined by Brett Barclay (Brett.Barclay@gvltec.edu), the Dean of Academic Advising at Greenville Technical College in South Carolina. GTC has participated in CCA's Accelerator, a part of the Gates Foundation Intermediaries for Scale Investment, for nearly three years. Through this project, GTC has focused intently on advising transformation—listen to this episode to find out what they've done! 

Most established women have mastered the art of being impressive & impressive doesn't make the room turn. In this episode, we're going deeper than strategy and into the energy, lens, and presence that makes you truly magnetic. You'll learn why being 1% more imperfect is your greatest power move, how to lead with the worldview only you hold, and the one practice that shifts you from performing confidence to embodying it, in any room, on any stage, on any call. Will we see you on Wednesday for our monthly virtual networking, connected circles event, message NETWORKING for more details & to RSVP for May 6th's meeting. If you haven't subscribed to the newsletter for exclusive events, offerings and announcements make sure you are on the newsletter here: www.KellyLynnAdams.com If you are looking for support in this season here are a few ways that are available in 2026... Private 1:1 Consulting, Advising, Coaching & Mentorship (limited availability) Longer Containers & The Elevate 6 Month Mastermind & The Luxury Leadership Lab (waitlists are now open) The elevated community is coming....you are going to love it. For upcoming virtual & in-person curated events make sure you are subscribed on the newsletter at www.KellyLynnAdams.com 

Retirement is not the end of the story. It is the plot twist. In this episode, Matt and Ryan sit down with the unforgettable Dr. Deborah Parsons to talk about career pivots, retirement realities, reinvention, and what it means to keep creating in every chapter of life. From police work to higher education leadership to children's book author and illustrator, Deb shares a jam packed journey packed and a few wild stories along the way, including turning down Prince. Yes, that Prince.

Is real estate really about selling homes or is it about guiding people through their biggest life decisions? In this episode of the Real Estate Excellence Podcast, Tracy Hayes sits down with Windy Keene. Wendy Keen is a seasoned real estate agent with over 20 years of experience navigating every type of market cycle from booming highs to challenging downturns. In this episode she shares how success in real estate is not about quick wins but about consistency relationships and integrity. Her journey from an accounting graduate to a trusted advisor highlights the importance of adapting to change and embracing the realities of a demanding industry. Throughout the conversation Wendy emphasizes that real estate is deeply human work. It involves emotions financial pressure and life transitions. She explains how building long term relationships focusing on client needs and maintaining honesty are the real drivers of a sustainable business. From pricing strategies to handling negotiations and guiding clients through uncertainty her approach is rooted in calm rational decision making and genuine care. If you want to build a lasting real estate career or make smarter buying and selling decisions listen closely and apply these timeless principles.   Highlights 00:00 - 10:12 Introduction and Early Career Journey Wendy Keene experience overview Discovery through social media College and accounting degree Transition into real estate 10:12 - 24:38 Entering the Market and Surviving the Crash Starting in a booming market Misconception of easy success Market downturn lessons Short sales and foreclosure era Developing resilience and work ethic 24:38 - 39:55 Building a Relationship Driven Business Importance of relationships Repeat clients and referrals Marketing vs connection Serving clients beyond closing Integrity as core strategy 39:55 - 55:21 Negotiation Strategy and Emotional Discipline Managing emotions in deals Rational decision making Advising clients under pressure Collaboration with other agents Avoiding ego driven conflicts 55:21 - 01:10:07 Brokerage Shift and Professional Growth Transition to Round Table Realty Collaborative culture advantages Leadership and mentorship Training through industry changes Support systems and accountability 01:10:07 - 01:20:44 Market Insights and Client Guidance Pricing strategy in current market Buyer and seller expectations New construction versus established homes Insurance and affordability discussions Helping clients make confident decisions Top of Form Bottom of Form   Quotes: "Everybody thinks this is easy until the market shifts and then they realize how hard it really is." – Windy Keene "This job is about people making their most important financial decision." – Windy Keene "You have to respond with integrity not emotion." – Windy Keene "I want to help people realize their next stage in life." – Windy Keene   To contact Windy Keene, learn more about her business, and make her a part of your network, make sure to follow her Website, Instagram, and Facebook.   Connect with Windy Keene! Website: https://athomeinjacksonville.com/ Instagram: https://www.instagram.com/keene_realtor Facebook: https://facebook.com/windykeenerealtor   Connect with me! Website: toprealtorjacksonville.com   Website: toprealtorstaugustine.com    SUBSCRIBE & LEAVE A 5-STAR REVIEW as we discuss real estate excellence with the best of the best.   #RealEstateExcellence #WindyKeene #realestate #realestateagent #housingmarket #homebuying #homeselling #realestatetips #propertymarket #realestateinvesting #marketcycles #negotiation #leadership #clientrelationships #realestatelife #housingadvice #realtorlife #businessgrowth #salesstrategy #entrepreneurship #realestatesuccess

If you're a leader in game dev who feels stuck, able to spot problems but struggling to make a real difference, there is a path forward that levels up your leadership and accelerates your team, game, and career. Sign up here to learn more: https://forms.gle/nqRTUvgFrtdYuCbr6 If you're making progress but losing the goal, you aren't leading. You're optimizing for stagnation. In this episode, Ben deconstructs the often-confused synonyms of authority in the games industry. Drawing from a GDC talk he was a part of, he explores why game development is currently "over-managed" and under-led. He provides a clear framework for deconflicting the roles of Leader, Manager, and Boss, while introducing five specific "stances" that allow you to develop your team's capacity and navigate the ever-shifting landscape of player preferences and market trends. What You'll Learn In This Episode: Leader vs Manager vs Boss: change driver, system optimizer, org advocate Why game dev's "management bias" leads to stagnation The 5 development stances: Directing, Teaching, Advising, Mentoring, Coaching How to choose the right stance based on urgency vs growth Why professional coaching is an underused (and powerful) tool If you're a leader in game dev who feels like you're constantly "chopping down trees" only to realize you might be in the wrong forest, this episode is for you. Connect with us:

One of these concepts may just change your life or the move you are about to make, tune in to hear more. Did you miss Wednesday, April 1st's meeting, monthly virtual networking, connected circles event, message NETWORKING for more details & to RSVP for May 6th's meeting. If you haven't subscribed to the newsletter for exclusive events, offerings and announcements make sure you are on the newsletter here: www.KellyLynnAdams.com If you are looking for support in this season here are a few ways that are available in 2026... Private 1:1 Consulting, Advising, Coaching & Mentorship (limited availability) Longer Containers & 30 Day VIP Accelerator CEO Reset Experience (2 spots available for the April Bonus, expires April 30th) The Elevate 6 Month Mastermind & The Luxury Leadership Lab (waitlists are now open) The elevated community is coming....you are going to love it. For upcoming virtual & in-person curated events make sure you are subscribed on the newsletter at www.KellyLynnAdams.com 

In this milestone episode of Adventures in Advising, Matt and Ryan welcome Maureen “Mo” Schafer, Assistant Provost for Academic Advising and Director of the Academic Advising Center at the University of Iowa, for a conversation packed with insight, honesty, and a few beautifully relatable metaphors. From her journey as a first-generation student and former campus tour guide to her leadership in a campus-wide advising self-study, Mo reflects on what it really takes to build student-centered systems that work.Along the way, she shares what institutions should know before launching major advising change efforts, why implementation always gets a little messier before it gets better, how leadership shows up at every level, and why the heart of advising still lives in one simple act: sitting down with a student and listening. Thoughtful, practical, and full of wisdom for advisors and administrators alike, this episode is a reminder that meaningful change starts with people. Follow the podcast on your favorite podcast platform!The Instagram, and Facebook handle for the podcast is @AdvisingPodcastAlso, subscribe to our Adventures in Advising YouTube Channel!Connect with Matt and Ryan on LinkedIn.

Today's Washington In Focus Daily covers major legal, political, and taxpayer accountability stories across Washington State. Following the release of nearly 1,000 pages of internal records, Washington Attorney General Nick Brown is responding to questions about: Communication between his office and lawmakers Role in shaping the income tax legislation Claims about whether the process followed standard legal guidance ⚖️ The AG says: Advising lawmakers is common and appropriate Denies claims that the office worked to bypass voters

What separates hesitation from decisive, high-level action? In this episode, we explore the unseen drivers behind every power move, your thoughts, your instincts, and how they work together to shape outcomes. You'll learn how to refine your internal dialogue, trust your intuition with precision, and make aligned decisions without second-guessing. This is about leading from inner authority and moving with clarity, conviction, and control. Did you miss Wednesday, April 1st's meeting, monthly virtual networking, connected circles event, message NETWORKING for more details & to RSVP for May 6th's meeting. If you haven't subscribed to the newsletter for exclusive events, offerings and announcements make sure you are on the newsletter here: www.KellyLynnAdams.com If you are looking for support in this season here are a few ways that are available in 2026... Private 1:1 Consulting, Advising, Coaching & Mentorship (limited availability) Longer Containers & 30 Day VIP Accelerator CEO Reset Experience (3 spots available) The Elevate 6 Month Mastermind & The Luxury Leadership Lab (waitlists are now open) The elevated community is coming....you are going to love it. For upcoming virtual & in-person curated events make sure you are subscribed on the newsletter at www.KellyLynnAdams.com 

It's YOUR time to #EdUp with Calvin Williams, Associate VP of Advising & Career Services / Chief Career Officer, & Elizabeth Gaskin, VP for Student Success, Indian River State College In this episode, recorded LIVE from the Ellucian Live 2026 conference in Denver, Colorado,YOUR cohost is Carrie Rachal, Senior Principal Strategic Specialist, EllucianYOUR host is Dr. Jodi BlincoListen in to #EdUpThank YOU so much for tuning in. Join us on the next episode for YOUR time to EdUp!Connect with YOUR EdUp Team - ⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠Elvin Freytes⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Dr. Joe Sallustio⁠⁠⁠⁠⁠● Join YOUR EdUp community at ⁠The EdUp Experience⁠We make education YOUR business!P.S. Want access to the only intelligence platform built exclusively from presidential conversations in higher education? Join EdUp Leadership!

On this special global edition of Adventures in Advising, Dr. Margaret Mbindyo brings together Yoshinobu Onishi, Megumi Yamasaki, Jushan Cheng, and Chiahuan Chen for a rich, eye-opening conversation about how academic advising is taking shape in Japan and Taiwan. From helping students navigate major choice, family expectations, and mental health, to exploring the role of technology, study abroad, and holistic student support, this episode shines a light on the shared  advising around the world. Tune in for thoughtful insights, cross-cultural wisdom, and a powerful reminder that great advising can help students find clarity, confidence, and their path forward. Follow the podcast on your favorite podcast platform!The Instagram, and Facebook handle for the podcast is @AdvisingPodcastAlso, subscribe to our Adventures in Advising YouTube Channel!Connect with Matt and Ryan on LinkedIn.

Richard Dolan is a serial entrepreneur, wealth advisor, professor, and CEO of The House of Legacy – a global advisory firm focused on reimagining legacies for icons, leaders, and high-performance individuals. With over 30 years of experience and more than $2.5B in assets under management, Richard has advised an elite roster of clients including CEOs, world-class athletes, entertainers, and members of the Royal Family. Described by Forbes as a trusted advisor to titans of industry, Richard's work sits at the intersection of wealth, performance, mindset, and long-term legacy. In this conversation, we go deep into: • The difference between building wealth and building legacy • How elite performers think about success, risk, and alignment • Why most entrepreneurs are chasing goals the wrong way • The hidden mistakes that quietly destroy businesses over time • Personal branding at the highest level and what actually matters • The mindset required to operate at an elite level consistently This is not just a conversation about money - it's a masterclass in alignment, intention, and building a life that actually means something. SPONSORS Signature 12 Fewer garments. Better materials. Longer life. Premium essentials made from the world's finest Peruvian Pima cotton. Get 10% off your first order and access exclusive drops: https://signature12.com MyFunnelPilot Build your own lead generation machine. Download The Nine Laws Playbook and start building predictable income: https://myfunnelpilot.com FOLLOW RICHARD DOLAN Instagram: https://www.instagram.com/richard.dolan FOLLOW THE DAVID MORRELL SHOW Instagram: https://www.instagram.com/thedavidmorrellshow YouTube: https://www.youtube.com/@TheDavidMorrellShow For inquiries / partnerships: info@thedavidmorrellshow.com SUBSCRIBE If this episode gave you something valuable, share it with someone building something meaningful. Subscribe, follow, and leave a review. It helps us bring you more conversations like this.  

Power isn't something you wait for, it's something you access and apply. In this episode, I'm breaking down 3 simple yet powerful ways to plug into your personal and professional power so you can lead, decide, and move with intention. If you're ready to stop holding back and start showing up fully, this is for you. Did you miss Wednesday, April 1st's meeting, monthly virtual networking, connected circles event, message NETWORKING for more details & to RSVP for May 6th's meeting. If you haven't subscribed to the newsletter for exclusive events, offerings and announcements make sure you are on the newsletter here: www.KellyLynnAdams.com If you are looking for support in this season here are a few ways that are available in 2026... Private 1:1 Consulting, Advising, Coaching & Mentorship (limited availability) Longer Containers & 30 Day VIP Accelerator CEO Reset Experience (3 spots available) The Elevate 6 Month Mastermind & The Luxury Leadership Lab (waitlists are now open) The elevated community is coming....you are going to love it. For upcoming virtual & in-person curated events make sure you are subscribed on the newsletter at www.KellyLynnAdams.com 

In this episode of Adventures in Advising, Matt chats with Chad Cain from Texas Tech University for a conversation filled with insight, warmth, and authentic reflections on the work of supporting students. From Chad's higher ed origin story and the mentors who shaped his path, to the many hats he wears in the Honors College, this episode explores what it means to lead with care, curiosity, and a deep commitment to student success. Along the way, Chad shares insights on honors education, medical pathway programs, meaningful student connections, and why the best work in higher ed is always personal. There is coffee, there is wisdom, there is a tiny baseball rivalry, and there is plenty of inspiration for anyone who believes in the power of showing up for students. Follow the podcast on your favorite podcast platform!The Instagram, and Facebook handle for the podcast is @AdvisingPodcastAlso, subscribe to our Adventures in Advising YouTube Channel!Connect with Matt and Ryan on LinkedIn.

Most families think legacy planning starts with spreadsheets and legal docs. But what if the most important part of preserving wealth... has nothing to do with money?In this powerful episode of the Generational Wealth Masterclass, with Eric L. Dunavant, Matthew Sullivan, and Gavin Morel guiding the discussion, you'll explore what often determines whether a legacy endures: conversations. Not just any conversations — the right questions, deep listening, and the kind of silence that changes everything.Whether you're a high-net-worth couple building your empire or an empty-nester reflecting on your legacy, this video will help you uncover what matters beyond the numbers.

Catch up on all the headlines in Utah Jazz, NBA, College Basketball, BYU, NFL, College Football, MLB, Golf, Utah Mammoth and NHL news with "What is Trending" for April 13, 2026.

Here's what I would tell him he should do.

Why do people really decide to buy, invest, or move forward? In this episode, I break down the 6 psychological positioning perspectives that drive every "yes", so you can position your offers with precision instead of pressure. If you want to influence high-level decisions, increase conversions & position yourself powerfully, this is the episode you will want to tune into. Did you miss Wednesday, April 1st's meeting, monthly virtual networking, connected circles event, message NETWORKING for more details & to RSVP for May 6th's meeting. If you haven't subscribed to the newsletter for exclusive events, offerings and announcements make sure you are on the newsletter here: www.KellyLynnAdams.com If you are looking for support in this season here are a few ways that are available in 2026... Private 1:1 Consulting, Advising, Coaching & Mentorship (limited availability) Longer Containers & 30 Day VIP Accelerator CEO Reset Experience (3 spots available) The Elevate 6 Month Mastermind & The Luxury Leadership Lab (waitlists are now open) The elevated community is coming....you are going to love it. For upcoming virtual & in-person curated events make sure you are subscribed on the newsletter at www.KellyLynnAdams.com 

Victoria Inoyo is the Director of Advising at Juris Education, an edtech platform advising students toward careers in law, and a lawyer working in business affairs and creative marketing at Apple. In this episode, Victoria shares how she navigated law school as a first generation American, why she chose the creative side of the legal industry, and how she now helps aspiring lawyers “take the elevator” instead of the stairs through the admissions process.Lawyer Side HustlesIn addition to her work in business affairs, Victoria serves as the Director of Advising at Juris Education, an edtech platform advising students toward careers in law. The platform supports applicants nationwide and internationally through every stage of the admissions process.“This is what I wish I had,” Victoria Inoyo expresses in Episode 238 of You Are a Lawyer.She sees mentorship as a way to close information gaps and reduce unnecessary stress. By helping students identify their goals early and understand the full spectrum of legal career options, she is building access and confidence for the next generation of lawyers.This episode is produced by Skip the Boring Stuff, a podcast strategy company for business owners and creatives.

On this episode of The Jason Cavness Experience, I sit down with Dr. Badri Narayanan Gopalakrishnan. Economist, global strategy leader, policy advisor, and academic with nearly 25 years of international experience. Dr. Badri has served as Joint Secretary at NITI Aayog (Government of India), where he led Trade and Commerce, Strategic Economic Dialogue, International Cooperation, and Vision India@2047. He currently serves as an Honorary Non-Resident Fellow at NITI Aayog and holds multiple global academic and policy appointments.  With 15 published books, over 250 research papers, and thousands of academic citations  including work published in Nature. Dr. Badri brings deep perspective on global trade, economic diplomacy, sustainability, and long-term development strategy.  We discuss: • The future of global trade and economic realignment • India's Vision 2047 and long-term strategic planning • U.S.–India economic relations • International cooperation in a multipolar world • Economic modeling and policy impact • Sustainability and climate strategy • Bridging academia, government, and industry • Advising the World Bank, IMF, Google, Amazon, USDA, McKinsey, and more • Long-term economic strategy vs short-term cycles Dr. Badri also shares insights from founding Infinite Sum Modelling LLC, a global advisory firm with offices across North America, the Middle East, Africa, and Asia  advising over 100 organizations worldwide.  This episode is especially valuable for founders, policymakers, investors, and leaders thinking beyond quarterly cycles and toward generational strategy. Military Creator Con I'm a featured speaker at Military Creator Con, a conference bringing together veterans, creators, and entrepreneurs focused on building brands, businesses, and long-term leverage. If you're serious about turning experience into opportunity, this is the room to be in.  Sign up here: https://bit.ly/speaker_jason_cavness_social What We Talked About • Leading trade and economic strategy at NITI Aayog • Vision India@2047 • Economic diplomacy and global cooperation  • Sustainability and environmental strategy • Academic research influencing policy  • Founding Infinite Sum Modelling • Advising governments and global corporations • Long-term economic planning Connect with Dr. Badri Narayanan Gopalakrishnan  LinkedIn: https://www.linkedin.com/in/badrinarayanang/ Company Website: http://www.infisum.com/  Personal Academic Site: https://sites.google.com/site/badrinarayanang/ X (Twitter): @badrinarayanang  Connect with Jason Cavness LinkedIn: https://www.linkedin.com/in/jasoncavness Instagram: https://www.instagram.com/thejasoncavnessexperience/ TikTok: https://www.tiktok.com/@jasoncavness Podcast: https://www.thejasoncavnessexperience.com  

The Art of Qauntum Leaping for the already established leaders, high performers, executives, entrepreneurs and founders, it's a fun art & science when you know how simple and fun it really is, throw away your manifestation to-do lists & steps there are only a few key embodied actions that are required to pull your future into your present, it's called Identity Shifting and I bet there is only a 1% - 2% shift that is required on your end, tune in to hear more. See you on Wednesday, April 1st for the monthly virtual networking, connected circles event, message NETWORKING for more details & to RSVP. If you haven't subscribed to the newsletter for exclusive events, offerings and announcements make sure you are on the newsletter here: www.KellyLynnAdams.com If you are looking for support in this season here are a few ways that are available in 2026... Private 1:1 Consulting, Advising, Coaching & Mentorship (limited availability) Longer Containers & 30 Day VIP Accelerator CEO Reset Experience  The Elevate 6 Month Mastermind & The Luxury Leadership Lab (waitlists are now open) The elevated community is coming....you are going to love it. For upcoming virtual & in-person curated events make sure you are subscribed on the newsletter at www.KellyLynnAdams.com 

Matt and Ryan welcome Dr. Lindsey Grites Weeks from Neumann University for a wide-ranging conversation on advising, identity, and the future of the field. Lindsey discusses advising nursing students as a “non-nurse,” building trust through authenticity, and using meaning-making to help students navigate challenges and setbacks. Lindsey reflects on growing up around advising through her father's legacy, and why, in a world of rapid change, relationship and empathy remain irreplaceable. The conversation also dives into the importance of honoring advising history and what NACADA's Advising Community restructure could unlock for new connections across the profession. Follow the podcast on your favorite podcast platform!The Instagram, and Facebook handle for the podcast is @AdvisingPodcastAlso, subscribe to our Adventures in Advising YouTube Channel!Connect with Matt and Ryan on LinkedIn.

Most of us think the hardest part of traveling more is figuring out the logistics. But for a lot of therapists, giving yourself permission to rest and travel is actually the bigger obstacle. We keep working through quiet Saturday mornings, tell ourselves the trip can wait, and before we know it, years have passed.In this episode of The Traveling Therapist Podcast, I sit down with Allison Rimland, EFT therapist, group practice owner, and founder of Points of Connection Travel, to talk about what actually gets in the way. Allison shares how losing her father shortly after his bucket list trip to Normandy shifted everything for her, and how she turned that wake-up call into a whole new way of living and working.In This Episode, We Explore…Why therapists and entrepreneurs stay stuck in "dream mode" and never take the first step.How attachment styles show up in travel planning and in relationships with your travel partner.What home exchanging is, how Allison has used it for nine years to travel affordably all over the world, and how you can start too.How credit card points and miles can make travel more accessible than you think.What intentional travel actually looks like in practice, including how to slow down and let your nervous system rest.Connect with Allison:Group counseling practice specializing in relationship therapy, as well as EFT Supervision and Group Practice Coaching: https://thrivefamilyservices.com/Therapy-Informed Travel Coaching and Advising business: https://pointsofconnectiontravel.com/Instagram: https://www.instagram.com/pointsofconnectiontravel/Referral link for Home Exchange: https://www.homeexchange.com/?sponsorkey=allison-7215aAre you ready to take the plunge and become a Traveling Therapist? Whether you want to be a full-time digital nomad or just want the flexibility to bring your practice with you while you travel a couple of times a year, the Portable Practice Method will give you the framework to be protected! ➡️ JOIN NOW: www.portablepracticemethod.com/Connect with me:www.instagram.com/thetravelingtherapist_kymwww.facebook.com/groups/onlineandtraveling/www.thetravelingtherapist.comThe Traveling Therapist Podcast is Sponsored by:Berries: Say goodbye to the burden of mental health notes with automated note and treatment plan creation! www.heyberries.com/therapistsAlma: Alma is on a mission to simplify access to mental health care by focusing first and foremost on supporting clinicians www.helloalma.com/kymAuralink Pro: Give clients a private AI-guided space to reflect before sessions so they can arrive ready to go deeper. Start your free trial at www.auralink.com/pro?via=kym and use code KYMTOLSON for 20% off.

This is for the already established leaders, high performers, executives, entrepreneurs and founders, you've already have grown and hit the milestones, now you are ready for more elevation and expansion where refinement, alignment and energetic boundaries get to be put in place intentionally and strategically. If you haven't subscribed to the newsletter for exclusive events, offerings and announcements make sure you are on the newsletter here: www.KellyLynnAdams.com If you are looking for support in this season here are a few ways that are available in 2026... Private 1:1 Consulting, Advising, Coaching & Mentorship (limited availability) Longer Containers & 30 Day VIP Accelerator CEO Reset Experience  The Elevate 6 Month Mastermind & The Luxury Leadership Lab (now enrolling) The elevated community is coming....you are going to love it. For upcoming virtual & in-person curated events make sure you are subscribed on the newsletter at www.KellyLynnAdams.com 

What happens when a two minute self portrait becomes the doorway to deeper reflection? When advising slows down just enough for students to breathe? And when feminist pedagogy quietly reshapes the way we listen? Guest host Matt Plescia sits down with Hannah Stubley from Hamilton College for a conversation that blends theory, creativity, and heart.Hannah shares her journey from growing up in a small factory town in upstate New York to studying Women's Gender and Sexuality Studies and returning to her alma mater as a holistic advisor. Along the way, she explores:✏️ Why she begins advising sessions with a silent two minute self portrait

Can new “payment accounts” with the federal reserve solve the crypto industry's banking problem?Aaron Brogan is the founder and managing partner of Brogan Law, where he advises crypto companies on regulatory strategy, transactions, and policy. He also works with industry groups like the Blockchain Association on comment letters and rulemaking related to crypto banking access and financial regulation.Timestamps:➡️ 1:22 — What a Federal Reserve master account is and why crypto firms want one➡️ 6:34 — “Skinny” payment accounts: what they include—and what they leave out➡️ 7:16 — The core flaw: no interest, no overdraft protection, and balance constraints➡️ 10:52 — Why incremental policy wins matter in Washington➡️ 12:16 — How agency posture—not law—has shifted dramatically since 2024➡️ 13:09 — Advising clients amid uncertainty: baseline law vs. regulatory signals➡️ 16:11 — Why now may be the best time to take regulatory risk in crypto➡️ 16:44 — The biggest risk: a political shift triggered by a “black swan” event➡️ 18:36 — Onshoring vs. offshore structures: why many crypto projects still leave the U.S.➡️ 21:53 — Prediction markets, state vs. federal power, and a likely Supreme Court fightSponsor: This episode is brought to you by the Decentralization Research Center (DRC), a nonprofit think tank advocating for decentralization in emerging technologies. Learn more at thedrcenter.org. Resources:

Every brand is using psychological branding to attract different types of clients to purchase & buy into their experiences, services & products. And if you are or want to be closing more high ticket deals then this episode is for you, I'm sharing 5 psychological switches that I learned within the corporate spaces working with and for fashion, retail & luxury brands and while also building and scaling my own company. You will want to share this episode with a friend as well and this pertains to entrepreneurs, founders, investors and executives because your energy is everywhere you are individually, in a room, in a company and in the products and services you are sharing and selling. If you haven't subscribed to the newsletter for exclusive events, offerings and announcements make sure you are on the newsletter here: www.KellyLynnAdams.com If you are looking for support in this season here are a few ways that are available in 2026... Private 1:1 Consulting, Advising, Coaching & Mentorship (limited availability) Longer Containers & 30 Day VIP Accelerator CEO Reset Experience  The Elevate 6 Month Mastermind & The Luxury Leadership Lab (now enrolling) The elevated community is coming....you are going to love it. For upcoming virtual & in-person curated events make sure you are subscribed on the newsletter at www.KellyLynnAdams.com 

While you are building a business, career and life - you will experience an identity shift, loss, grief and transitional times, this is the episode for you during these times and before, I share what has worked for me and my clients during these times, may this serve you. From the identity level to the small action steps you can create and take.... More tips shared in my article in Entrepreneur Magazine here: https://www.entrepreneur.com/growing-a-business/grief-death-and-entrepreneurship-6-useful-ways-to/465859 If you haven't subscribed to the newsletter for exclusive events, offerings and announcements make sure you are on the newsletter here: www.KellyLynnAdams.com If you are looking for support in this season here are a few ways that are available in 2026... Private 1:1 Consulting, Advising, Coaching & Mentorship (limited availability) Longer Containers & 30 Day VIP Accelerator CEO Reset Experience  The Elevate 6 Month Mastermind & The Luxury Leadership Lab  The elevated community is coming....you are going to love it. For upcoming virtual & in-person curated events make sure you are subscribed on the newsletter at www.KellyLynnAdams.com     

Gene Marks warns administrative roles face AI threats while employers prioritize AI literacy, advising businesses to update Google profiles to avoid losing significant annual revenue from outdated listings.OCTOBER 1954