Podcasts about advising

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Best podcasts about advising

Latest podcast episodes about advising

Adventures in Advising
Advising the Global Citizen: Study Abroad Adventures - Adventures in Advising

Adventures in Advising

Play Episode Listen Later Aug 25, 2025 61:19 Transcription Available


Ever wondered what happens when advising professionals trade their campus offices for classrooms to lead students across the globe ? In this special panel episode, guest host Gavin Farber brings together Dr. Sarah Imam, The Citadel; Brittany Hoover, University of Florida; Chris Kirchhof, University of Pittsburgh; and Jill Paulson, University of South Dakota. These incredible advising professionals share their journeys leading students across the globe.These advising professionals show how “other duties as assigned” can turn into life-changing opportunities for students and staff. Packed with travel tales, cultural lessons, and tips for starting your own program, this conversation will inspire you (and maybe make you want to renew your passport).If you've ever dreamed of taking your advising work international or just love a good story about students becoming global citizens, take a listen to this episode!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.

Kitces and Carl - Real Talk for Real Financial Advisors
When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171

Kitces and Carl - Real Talk for Real Financial Advisors

Play Episode Listen Later Aug 21, 2025 30:18


In the 171st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss advisor burnout—and the hidden culprit that could be fueling it. For full show notes, see kitces.com and thesocietyofadvice.com.

The POZCAST: Career & Life Journeys with Adam Posner
BEST OF: Kat Cole: Don't Let Whatever Was Yesterday Define You- CEO @ AG1

The POZCAST: Career & Life Journeys with Adam Posner

Play Episode Listen Later Aug 20, 2025 51:00


Chapters: 1:40 - Legacy of Fudgy3:24 - The Dark Side of Humility6:50 - Right decision at the right time7:14 - Need of a Male figure in Life9:23 - Be a Go-getter12:20 - First lessons learned the hard way15:06 - Cultural simulation in a new country18:59 - Brand research and insights21:58 - Entry of Cinnabon28:25 - Cinnabon smell in the malls31:50 - Corporate vs Customer level'34:09 - How to handle the throttle35:54 - Secret go-to interview Questions39:59 - Advising for a Big Company45:05 - Biggest challenging moment46:52 - Single Greatest piece of  advice48:54 - Kat's North Star

The Military Money Manual Podcast
Mini-Retirements and Sabbaticals for Military Veterans or Retirees with Justin Peters #189

The Military Money Manual Podcast

Play Episode Listen Later Aug 18, 2025 52:47


Are Mini Retirements, Optionality, and Side Hustles Possible in the Military? From seven-month sabbaticals to turning a hobby into a thriving side business, Justin Peters from the FI Minded Podcast shares how dialing back work can supercharge your career, creativity, and financial freedom. Key Points & Topics Part-time work and mini sabbaticals Recognizing burnout and funding a seven-month break Differentiating sabbatical versus mini retirement Logistics: nest egg size, remote options, healthcare planning Optionality and financial independence mindset Dual-track strategy: accumulate wealth and improve life in tandem CoastFi and SlowFi as flavors of the 25x rule Pulling back on work without derailing long-term goals Turning a podcast hobby into a side hustle Initial struggles with audio editing and finding a partner Leveraging serendipity, referrals, and niche communities Advising small business owners: start with five imperfect episodes Intentional time off Avoiding passive downtime—set routines for hobby and health First two-week recovery period, then structured creative blocks Sharing your plan: scripts for family and friends Networking and community building FinCon conference connections Toastmasters for public-speaking confidence and lasting bonds Online FI communities and Facebook groups for accountability Military-friendly breaks Career Intermission Program: up to 36 months and healthcare continuity depending on your branch of service Guard and Reserve options to maintain benefits and part-time earnings Links Mentioned Justin's FI Minded podcast (search on any podcast player) Episode 171: gifting and donations with Spencer Reese Episode 170: living a FI life without a FI bank account Episode 142: Jillian Johnsrud on mini retirements Toastmasters International: https://www.toastmasters.org Spencer and Jamie offer one-on-one Military Money Mentor sessions. Get your personal military money and personal finance questions answered in a confidential coaching call. militarymoneymanual.com/mentor Over 19,000 military servicemembers and military spouses have graduated from the 100% free course available at militarymoneymanual.com/umc3 In the Ultimate Military Credit Cards Course, you can learn how to apply for the most premium credit cards and get special military protections, such as waived annual fees, on elite cards like The Platinum Card® from American Express and the Chase Sapphire Reserve® Card. https://militarymoneymanual.com/amex-platinum-military/ https://militarymoneymanual.com/chase-sapphire-reserve-military/ Learn how active duty military, military spouses, and Guard and Reserves on 30+ day active orders can get your annual fees waived on premium credit cards in the Ultimate Military Credit Cards Course at militarymoneymanual.com/umc3 If you want to maximize your military paycheck, check out Spencer's 5 star rated book The Military Money Manual: A Practical Guide to Financial Freedom on Amazon or at shop.militarymoneymanual.com. Want to be confident with your TSP investing? Check out the Confident TSP Investing course at militarymoneymanual.com/tsp to learn all about the Thrift Savings Plan and strategies for growing your wealth while in the military. Use promo code "podcast24" for $50 off. Plus, for every course sold, we'll donate one course to an E-4 or below- for FREE! If you have a question you would like us to answer on the podcast, please reach out on instagram.com/militarymoneymanual.

Adventures in Advising
Academic Advising at SLU-Madrid: Building Global Student Success - Adventures in Advising

Adventures in Advising

Play Episode Listen Later Aug 18, 2025 46:08 Transcription Available


In this edition of Adventures in Advising, Matt and Ryan are joined by Jaime Ortiz, Director of Academic Advising at Saint Louis University's Madrid campus. From his early days as a scholarship student to becoming a leader shaping the evolution of advising at SLU-Madrid, Jaime shares a powerful story of growth, resilience, and cross-cultural connection.Tune in to hear how Jaime helped transform a one-person advising office into a thriving team supporting both permanent and study abroad students, all while balancing the unique challenges of being an American institution in a European setting. Plus, don't miss his take on building community, embracing sci-fi, and what it really means to be at the crossroads of global education.

Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
Attracting, Advising, and Advancing Women: A Guide for Forward-Thinking Firms

Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change

Play Episode Listen Later Aug 14, 2025 51:18


Cary Carbonaro learned from her own experience that there was both a gap and an opportunity in attracting and retaining women clients and advisors. In this episode, Cary shares specific advice on what firms are doing wrong and how they can get it right.

Unbelievable Real Estate Stories
Lessons from Alibaba, Meta, and PE Ops

Unbelievable Real Estate Stories

Play Episode Listen Later Aug 13, 2025 28:10


Can You Really Spot a Great Company Before Everyone Else Does? In this episode of REady2Scale, Jeannette Friedrich sits down with Lee McCabe, Partner at Claymore Partners and former executive at Meta, Alibaba, and Expedia. With deep experience in both technology and private equity, Lee shares how to uncover high-potential companies, particularly those hiding in “boring” sectors, by focusing on digital transformation, data-driven operations, and overlooked growth levers. Whether you're an investor, operator, or advisor, you'll gain practical insights into how leading firms are building value not just through financial engineering but through smarter marketing, better tech stacks, and operational efficiency. Key Takeaways: - Why old-school industries hold untapped value:Digitally underserved sectors like B2B and consumer services are ripe for disruption and value creation. - The power of a functional tech stack: Many businesses lack proper data infrastructure. Building a connected, insight-driven stack is step one to scaling sustainably. - What digital value creation really looks like:Private equity must shift from passive ownership to active operational involvement, especially in marketing and data analytics. - Lead generation is the real business: CEOs in services should view themselves as running lead generation engines. Conversion begins with optimised websites and media spend tracked to ROI. - AI hype versus reality: AI is not yet the silver bullet for most companies. Without basic data systems in place, AI becomes a distraction rather than a solution. - How to avoid data overload: Focus on the 10 to 15 KPIs that truly drive performance instead of drowning in dashboards and vanity metrics. - The real role of marketing agencies: Good agencies tie marketing spend directly to revenue and profitability instead of reporting on clicks and impressions. - Advising today's private equity investors:Future-leading firms will use defined operational playbooks focused on digital execution from day one rather than relying on traditional financial levers. - The compound effect of small steps:Lee shares his philosophy for building an extraordinary life: take consistent action every day, even when the direction is unclear. Recommended Resources: Book: The Predator's Ball by Connie Bruck Podcast: Pivot and All-In Connect with Lee McCabe: Find him on LinkedIn Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *

Lawyer Talk Off The Record
ICE Agents and Real-World Legal Ethics | They Don't Teach You That In Law School

Lawyer Talk Off The Record

Play Episode Listen Later Aug 13, 2025 14:06 Transcription Available


Steve Palmer here - I'm joined by our resident law student, Troy Hendrickson, who's here to bring a fresh perspective and some real-life questions from the trenches.Today, Troy brings up a hot topic that's been making waves among his fellow clerks and across legal social media: Can courts stop ICE agents from making arrests inside the courtroom? We look into real cases—including one where a judge faced criminal charges for attempting to help a defendant evade ICE—and discuss candidly the legal and ethical limits for lawyers and judges when it comes to federal agents and immigration enforcement.We'll cover important concepts like the supremacy of federal law, what attorneys can and can't do when it comes to clients facing arrest, and where the line is between standing up for your beliefs and risking your career. Whether you're a law student, a practicing attorney, or just curious about the realities behind courtroom doors, you'll find plenty to chew on in this episode.Key Moments00:00 Judge Aids Defendant's Escape05:19 "Unpleasant Ethical Duties in Law"08:27 Legal Ethics: No Crime Assistance12:20 Arguing Both Sides Skillfully13:06 Mastering Argument: Embrace All SidesHere are my top 3 takeaways:Ethics over Emotion: As attorneys, our personal views can't trump ethical and legal obligations. Even if you disagree with the government's actions, taking active measures to help clients evade arrest (like sneaking them out the back) can cross into obstruction of justice—and carry real consequences.Know Where the Line Is: There's a critical difference between informing a client of a warrant and helping them hide or avoid law enforcement. Advising is part of the job; aiding in evasion is not.Federal vs. State Authority: The courtroom is a public forum, and ICE—as federal agents—cannot easily be banned from the space by local judges. The Supremacy Clause puts federal law above state, meaning local attempts to keep ICE out could backfire.Submit your questions to www.lawyertalkpodcast.com.Recorded at Channel 511.Stephen E. Palmer, Esq. has been practicing criminal defense almost exclusively since 1995. He has represented people in federal, state, and local courts in Ohio and elsewhere.Though he focuses on all areas of criminal defense, he particularly enjoys complex cases in state and federal courts.He has unique experience handling and assembling top defense teams of attorneys and experts in cases involving allegations of child abuse (false sexual allegations, false physical abuse allegations), complex scientific cases involving allegations of DUI and vehicular homicide cases with blood alcohol tests, and any other criminal cases that demand jury trial experience.Steve has unique experience handling numerous high publicity cases that have garnered national attention.For more information about Steve and his law firm, visit Palmer Legal Defense. Copyright 2025 Stephen E. Palmer - Attorney At Law Mentioned in this episode:Circle 270 Media Podcast ConsultantsCircle 270 Media® is a podcast consulting firm based in Columbus, Ohio, specializing in helping businesses develop, launch, and optimize podcasts as part of their marketing strategy. The firm emphasizes the importance of storytelling through podcasting to differentiate businesses and engage with their audiences...

The Efficient Advisor: Tactical Business Advice for Financial Planners
298: Charge What You're Worth: Sten Morgan's Blueprint for Confident, Value-Driven Advising

The Efficient Advisor: Tactical Business Advice for Financial Planners

Play Episode Listen Later Aug 12, 2025 48:22


In this episode, financial advisor Sten Morgan joins Libby to talk about redefining what it means to bring value to your clients. From charging for advice to becoming a confident communicator, Sten shares practical steps to help advisors grow personally and professionally. He breaks down how to stand out in a crowded industry, build trust quickly, and create a business model centered around meaningful impact. Whether you're a new advisor or seasoned pro, you'll leave this episode with tools to level up your practice. What You Will Learn in This Episode:Why your advice (not products) is your most valuable assetHow to use whiteboarding to simplify complex strategies and wow clientsWhat it takes to shift from scarcity to abundance in your mindsetA practical approach to pricing your services with confidenceHow to scale your advisory business through systems and communicationSten's message is clear: financial advisors have the power to create massive impact—if they recognize their own value and learn how to communicate it. His approach blends strategy, heart, and practical tools to help you lead with confidence and clarity. If you're ready to make a bigger difference and grow your practice on your terms, this is an episode you won't want to miss.Sten's website HERE!Learn more about the Group Coaching & Mastermind HERE! Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don't get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Q&A with S&A
Advising with Empathy: Guiding Clients Through Turbulent Times with Lisa Britcliffe

Q&A with S&A

Play Episode Listen Later Aug 10, 2025 37:25


Shane and Andrea chat with buyer and vendor advocate Lisa Britcliffe, who specialises in guiding people through property sales and purchases during major life transitions like divorce. They discuss why empathy and understanding are crucial for professional advisors in these turbulent times, and recognising that assets aren't just figures on a balance sheet — they often carry deep emotional and nostalgic significance for our clients.Find out more about Lisa: https://www.linkedin.com/in/lisabritcliffe/Find out more about Orium & Co: https://www.oriumandco.com/Find out more about Aintree Group: https://aintreegroup.com.au/ | @aintreegroup

The Deal
Drinks With The Deal: Holland & Knight's August on Advising Growth Companies

The Deal

Play Episode Listen Later Aug 7, 2025 23:10


Adam August, a corporate partner at Holland & Knight in Tysons, Va., discusses his work for companies that have the federal government as a significant customer and why he enjoys advising clients from formation to sale.

Kalamazoo Mornings With Ken Lanphear
Students "Get It Done" at Kalamazoo Valley Community College

Kalamazoo Mornings With Ken Lanphear

Play Episode Listen Later Aug 7, 2025 2:48


James, Valliere, Director of Advising and Counseling at KVCC on the "Get it Done" registration program for students.See omnystudio.com/listener for privacy information.

No Brainer - An AI Podcast for Marketers
NB 62 - Navigating AI in Business: Integration, Leadership Challenges, and Future Perspectives

No Brainer - An AI Podcast for Marketers

Play Episode Listen Later Jul 30, 2025 53:37


In this episode of No Brainer, hosts Geoff Livingston and Greg Verdino discussed the evolving role of artificial intelligence (AI) in business with Mike Whitaker (Whit for short), Senior Vice President of Strategy Execution and Organizational Innovation at ICF Consulting. Whit shares his insights on fostering a culture of AI adoption and offers practical advice on navigating the challenges of integrating AI into business operations. The three discuss various aspects of AI adoption in the enterprise, including the need for both leaders and employees to engage with AI technologies to stay relevant. Whit details some of the challenges leaders face including new technology bias and the incumbent need for leaders to demonstrate AI use in their own work. Then Whit emphasized the importance of a hands-on, continuous learning approach to AI, rather than relying solely on obsolete corporate training programs. They also explore the potential risks and real-world constraints of AI implementation, such as data integrity and resistance to change.   Chapters 00:00 Intro 03:16 Whit's Substack on AI for Working Parents 08:23 Leadership and AI Adaptation 13:57 Middle Management's Role in AI Integration 18:57 Corporate Training and AI 22:07 Practical AI Applications for Executives 28:24 Overcoming Cognitive Resistance 32:15 Healthy Skepticism and AI 37:59 Balancing AI Adoption and Investment 44:55 Leadership's Role in AI Integration   About Mike “Whit” Whitaker  Whit helps organizations and individuals realize their full potential by designing strategies, teams, and operating models that drive value and positive change. As AI rapidly evolves, Whit focuses on enabling effective Human-AI collaboration to enhance business outcomes. As SVP of Strategy Execution and Organizational Innovation at ICF, Whit leads initiatives that foster high-value collaboration, spark creativity, and drive growth. With 15+ years of experience across energy, health, communications, and government, he specializes in: • Advising the C-Suite on enterprise priorities and innovation strategy • Leading ICF's centralized innovation services to accelerate growth • Designing and facilitating Spark Sessions to co-create solutions for complex challenges Navigating AI Transitions Substack: https://mikewhitaker1.substack.com/ Whit's LinkedIn: https://www.linkedin.com/in/michaelwhitakericf/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Adventures in Advising
Adventures Evolved: Emerging Voices & The Pickup Meeting - Adventures in Advising

Adventures in Advising

Play Episode Listen Later Jul 28, 2025 27:16 Transcription Available


After five and a half years of building community and sharing best practices, Adventures in Advising is leveling up! In this special episode, we unveil two brand-new spinoff podcasts designed to broaden the conversation and amplify even more voices in higher education.

All About Art
Mindfulness & Spirituality in Art Curation & Advising with Sneha Shah, Founder of Curaty

All About Art

Play Episode Listen Later Jul 25, 2025 50:16


Episode 76 of ‘All About Art': Mindfulness & Spirituality in Art Curation & Advising with Sneha Shah, Founder of CuratyWelcome to another episode of All About Art! In this episode, I sat down with Sneha Shah, Mumbai and London based entrepreneur and Founder of Curaty - an art advisory firm that offers bespoke curatorial services, art experiences, and rental and advisory for art across the U.K. and India.I ask Sneha about how she started her business, and what it means to run a company that builds on the philosophy of mindfulness and spirituality in art curation and collecting. We cover many bases, speaking about how her company has grown in the last 6 years - and what it was like in the beginning as an entrepreneur versus now. We discuss her work in South Asia and how it differs from her work in London, and so much more more. Thank you Sneha for coming on the podcast! You can follow Sneha on Instagram here: www.instagram.com/snehashah.artAnd check out Curaty here: https://curaty.co/Plus, if you want to hear more from Sneha, tune in to her podcast Power Of Art here: https://open.spotify.com/show/3vKYCqt274lqUF48z05din?si=b112fb17dcac4249You can read the interview in Metal Magazine here: https://metalmagazine.eu/en/post/curaty-by-sneha-shah-luxury-meets-spirituality-art-and-wellbeingYOU CAN SUPPORT ALL ABOUT ART ON PATREON HERE: ⁠https://www.patreon.com/allaboutart⁠FOLLOW ALL ABOUT ART ON INSTAGRAM HERE: ⁠https://www.instagram.com/allaboutartpodcast/⁠ ABOUT THE HOST:I am an Austrian-American art historian, curator, and writer. I obtained my BA in History of Art at University College London and my MA in Arts Administration and Cultural Policy at Goldsmiths, University of London. My specializations are in contemporary art and the contemporary art market along with accessibility, engagement, and the demystification of the professional art sector.Here are links to my social media, feel free to reach out:Instagram⁠ @alexandrasteinacker   ⁠Twitter ⁠@alex_steinacker⁠and LinkedIn at ⁠Alexandra Steinacker-Clark⁠This episode is produced at Synergy https://synergy.tech/the-clubhouse/the-podcast-studio/ COVER ART: Lisa Schrofner a.k.a Liser⁠ ⁠⁠www.liser-art.com⁠ and Luca Laurence www.lucalaurence.com Episode Production: Paul Zschornack

The Millionaire Dentist
Beyond the Balance Sheet: Unmasking the Hidden Hurdles to Dental Millionairedom

The Millionaire Dentist

Play Episode Listen Later Jul 24, 2025 12:41


Join Casey Hiers and Jarrod Bridgeman as they discuss the often-overlooked challenges that can derail a dental practice owner's journey to financial freedom. While common pain points like staff management, cash flow, and insurance adjustments are discussed, this episode unearths the hidden hurdles that can be far more detrimental, from personal and family dynamics to a critical lack of alignment with spouses and staff.Interested in more info on how to: Earn More, Save More, and Retire EarlyUpcoming Tour Dates: Go to our EVENTS page for infoFacebook: Four Quadrants AdvisoryInstagram: @fourquadrantsadvisoryLinkedIn: Four Quadrants Advisory

CCA On the Air
Advising As Values Work at Purdue University

CCA On the Air

Play Episode Listen Later Jul 22, 2025 39:27


Join CCA Alliance Engagement Director Nichole Mann as she explores the concept of values-driven advising with Dr. Jeff Elliott, executive director of undergraduate academic advising at Purdue University. This episode examines how academic advisors can integrate their personal values with institutional mission to create meaningful student experiences. The conversation covers the holistic nature of modern advising, professional boundaries and burnout prevention, and the potential for AI to enhance rather than replace the human dimensions of advising work.

Humans of Travel
Carrying the Outrigger Legacy Forward: Anne Marie Brown's Leap Into Luxury Travel Advising

Humans of Travel

Play Episode Listen Later Jul 21, 2025 34:08


Anne Marie Brown was born into one of Hawaii’s most iconic hospitality families — the Kelleys of Outrigger Hotels — and got her start in the industry with hands-on internships in nearly every department, from housekeeping and front desk to maintenance and the bell desk. Today, her path has taken her far beyond the Hawaiian Islands and the hotel world. Brown is now the co-founder of Alpenglow Travel, a luxury travel agency specializing in FIT, small group travel, events and corporate B2B planning. In this episode of Humans of Travel, Brown reflects on her family’s legacy and the lasting impact Outrigger Hotels & Resorts has had on Hawaii’s tourism landscape. She also shares valuable lessons from her background in hospitality, the story behind launching Alpenglow Travel and how her passion for poetry — including her viral piece, "Pretty," written for her daughter — continues to shape the way she sees the world. This episode is sponsored by Lindblad Expeditions - National Geographic. RESOURCES MENTIONED IN THIS EPISODE Outrigger Hotels & Resorts Alpenglow Travel Contact:  info@alpenglowtravel.com The viral poem "Pretty" ABOUT YOUR HOST Emma Weissmann is the Executive Editor of TravelAge West, a print magazine and website for travel advisors based in the Western U.S. She is also the co-host of Trade Secrets, a podcast created with sister publication Travel Weekly, and the Editor-in-Chief of print publication AGENTatHOME.TravelAge West also produces events including Future Leaders in Travel, Global Travel Marketplace West, the WAVE Awards gala ad the Napa Valley Leadership Forum. ABOUT THE SHOW TravelAge West’s award-winning podcast, “Humans of Travel,” features conversations with exceptional people who have compelling stories to tell. Listeners will hear from the travel industry’s notable authorities, high-profile executives, travel advisors and rising stars as they share the highs and lows that make them human.See omnystudio.com/listener for privacy information.

Adventures in Advising
Trust, Tech, and Teaching: Integrity at Stake? - Adventures in Advising

Adventures in Advising

Play Episode Listen Later Jul 21, 2025 53:18 Transcription Available


Dr. Jamie Cawthra, lecturer at University College London, focuses on trust and its role in higher education, as well as staff training around generative AI. The discussion explores the challenges and opportunities presented by gen AI in education, including its rapid development, the difficulties in detecting AI-generated content, and the need for clear communication and shared understanding between students and staff regarding appropriate AI usage to foster trust and academic integrity. 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.

The 92 Report
141. Kendalle Cobb, Medicine Woman

The 92 Report

Play Episode Listen Later Jul 21, 2025 30:37


Show Notes: Kendalle Cobb, a family physician, has been practicing in Cleveland since 2004. She graduated from George Washington University School of Medicine in Washington, DC and completed her family medicine residency at Kaiser Foundation Hospital in Fontana, California. After a year in Boston, she returned to serve on the faculty at her former residency program. She met her husband, who taught at a boarding school in Claremont, California, and after they got married, they moved to Cleveland to be closer to his family. Family Physician and Physician Advisor Kendalle shares that family medicine, as a primary care specialty, takes a more holistic approach with the inclusion of counseling and a “cradle to grave” mentality that follows the patient through different stages of life. She sees patients 50% of the time in a family health center in the community. The rest of her time is spent as one of the associate chiefs of staff and as a physician advisor at Cleveland Clinic Lerner College of Medicine, a five-year program that trains students to be physician investigators, focusing on research, scholarship, personal and professional development, and reflective practice. The physician advisor attests to the students' competency report is representative of the feedback that the students receive. Supporting Medical Students Kendalle talks about working as a physician advisor. She shares what she has learned in this role. One aspect she has realized is that people are often used to being self-sufficient, making it challenging to ask for help or to work in collaborative environments. She explains what some students struggled with in terms of peer-to-peer interaction, challenges of the assessment system, and accepting that there will always be areas of improvement. Kendalle helps normalize expectations for students. She also talks about the connections between her work as a physician advisor and as a family physician. The Partnership Aspect of Medicine When Kendalle first thought about becoming a doctor, she initially had an idea of being able to fix things, but now she appreciates the partnership aspect of medicine where she accompanies people along their path. She mentions that there is often a difference between the textbook ideal treatment and what's best for the patient in front of her. She explains that medicine is a team sport, and group work requires trust and collaboration, and while she didn't like group work in school, she realizes that, in medicine, no individual can do everything, and doctors rely on others to answer phones, send messages, and process refill requests. By understanding and addressing these challenges, doctors can help their students navigate the challenges they face and become better doctors. Counseling and Family Medicine Kendalle talks about how family medicine and her approach to counseling has evolved over time. During her residency, one afternoon a week was dedicated to mental health, in addition to didactic sessions, she had two hour-long patients, supervised by a family physician and psychiatrist. Over the course of her residency, she had an increasing number of clinic sessions to see an increasing number of patients with various physical and mental health concerns. She learned that some people just want to share their feelings without wanting to change anything. She shares a story of a patient who was upset about a situation, and although their conversation was not health related, it helped Kendalle support the patient in figuring out next steps. In addition to counseling, she also learned to use tactical phrases and questions to help patients make decisions that align with their goals. This approach allows for more effective communication and understanding of patients' needs and concerns. Creating a Safe Space for All Patients Kendalle discusses the importance of understanding and addressing various health issues in healthcare settings. She shares her experiences with the stub toe theory, which is really "broken arm theory,"  which is when a doctor attributes any concern with which a patient presents, to some other risk factor (smoking, obesity, gender identity). She also discusses the importance of considering factors that can affect health in interacting with patients. She shares a case of a woman with previously well-controlled blood pressure whose blood pressure was high. Kendalle uncovered a social stressor.  Kendalle emphasizes the need to consider different priorities and the reasons behind people's decisions regarding their health. She avoids asking the question "why" and instead asks "what factors contributed" to the patient's decision or thoughts about their health issues. This approach helps patients feel less defensive and allows Kendalle to better partner with patients to manage their health. Confidentiality in the Doctor's Office Kendalle explains that she is often the doctor for more than one generation in a family,  and she shares a story that stresses the importance of confidentiality in the doctor's office. She also talks about how difficult it can be when extended family members want to become her patients, but the fact that the family entrusts the doctor with their loved ones is special. She also talks about the trust, gratitude, and grace shown by the patients, and how these are the moments that stay with her. Influential Harvard Professors and Courses Kendalle mentions history professor Michael McCormick, who helped her develop confidence in analyzing primary sources from medieval and early modern Europe. She also mentions fundraising for CityStep by organizing a formal event in Memorial Hall. Timestamps: 01:26: Kendall Cobb's Career Journey  02:28: Understanding Family Medicine  04:12: Teaching and Advising at Cleveland Clinic 05:40: Learning and Adapting in Medical Education 12:02: Counseling and Patient Interactions  13:57: Handling Patient Health Issues 25:21: Patient Relationships and Trust 29:10: Personal Life and Interests  31:33: Harvard Memories and Influences  Links:  LinkedIn: https://www.linkedin.com/in/kcobbmd/ Featured Non-profit: The featured non-profit of this week's episode is the Houston Learning Network recommended by Huang Quan Vu who reports:  “Hi. I'm Huang Quan Vu, class of 1992. The featured non-profit of this episode of The 92 Report is the Houston Learning Network. HLN helps Houston area educators grow their practice and transform their classrooms by providing funding and support so they could attend in person professional development at Harvard, participate in virtual Harvard educational programming from Houston and learn from Harvard educators who passed through Houston. I was a founding member of HLN, and I'm currently the Vice Chair of the Board of Directors. You can learn more about their work at Houston learning network.org, and now here's Will Bachman with this week's episode.” To learn more about their work, visit: HoustonLearningNetwork.org.   

Top Advisor Podcast
#93 – Advising Business Owners Through Their Exit with Scott Bushkie, CBI, M&AMI, CM&AP

Top Advisor Podcast

Play Episode Listen Later Jul 16, 2025 39:12


Selling a business is a monumental decision, filled with considerations that can significantly impact the owner's future. How can advisors provide real value beyond investment advice during this crucial transition? In this episode, Referral Coach Bill Cates interviews Scott Bushkie, CBI, M&AMI, CM&AP, founder of Cornerstone Business Services, about the key steps and considerations involved … Continue reading #93 – Advising Business Owners Through Their Exit with Scott Bushkie, CBI, M&AMI, CM&AP →

Screw it, Just Do it
The AI Growth Playbook: Lessons from Piers Linney

Screw it, Just Do it

Play Episode Listen Later Jul 15, 2025 57:31


AI isn't a buzzword anymore. It's an operating system shift that's already reshaping how we work, sell, and compete. I spoke with Piers Linney, entrepreneur, ex-Dragon, and co-founder of Implement AI, about what business leaders need to know right now to stay relevant.Piers has sat on boards, built companies from scratch, and now helps SMEs navigate the complex and fast-changing AI landscape. He pulls no punches. If you're still dragging your feet on AI, this episode is a wake-up call.We spoke about where AI is really headed, how SMEs can integrate it practically, and why business owners need to focus on the augmented human, not just automation. He also gets candid about how he's advising his daughters on careers in a world where cognitive labour is under threat.This episode will leave you thinking harder and moving faster about how you adapt. Because if you don't, your competitors will.Key TakeawaysAI is still in dial-up phase. Most SMEs aren't ready for what's coming in the next five years.The real advantage is human + machine. Businesses that augment human capabilities with AI will win.Jobs are shifting. Knowledge work isn't safe. Creativity, adaptability, and experience are what matter now.There's no playbook. You need to experiment, test and build your AI roadmap before your competitors do.Advising the next generation. The education system isn't ready. Parents and leaders need to step in.

Adventures in Advising
Navigating Distance Learning: The Future of Online Advising - Adventures in Advising

Adventures in Advising

Play Episode Listen Later Jul 14, 2025 48:59


Panelists Carrie Egnosak, Penn State World Campus; Beth Hobbs, American Public University System; and Katie Bunnell, SPU doctoral student, dive into the evolving landscape of online academic advising. Together, they explore the power of virtual relationships, the challenges of fostering community online, and why representation and research in remote advising matter more than ever. Whether you're new to online education or a seasoned pro, this conversation will inspire you to think differently about connection, support, and the future of advising.Subscribe to the podcast on your favorite podcast platform!The X, Instagram, and Facebook handle for the podcast is @AdvisingPodcastAlso, subscribe to our Adventures in Advising YouTube Channel!Connect with Matt and Ryan on LinkedIn.

Tennessee Home & Farm Radio
West Tennessee Native Advising Secretary of Agriculture

Tennessee Home & Farm Radio

Play Episode Listen Later Jul 11, 2025 2:03


Kelsey Barnes is joining fellow Obion County native, Steven Vaden, in our nation's capital at USDA. Vaden was officially sworn is as U.S. Deputy Secretary of Agriculture earlier this week and Barnes is serving as senior advisor to Secretary of Agriculture Brooke Rollins. Barnes describes what it means to her to serve in this roll and how her agriculture roots in Tennessee are helping her.

Prophetic News Radio
Prophetic News Radio-Joni Lamb uncovered? Paula White advising on foreign policy

Prophetic News Radio

Play Episode Listen Later Jul 5, 2025 36:59


Prophetic News Radio-Joni Lamb uncovered? Paula White advising on foreign policy

Legal Tech StartUp Focus Podcast
Legal Tech's Boundary-Breaking Veteran - An Interview with Monica Zent

Legal Tech StartUp Focus Podcast

Play Episode Listen Later Jul 3, 2025 28:00 Transcription Available


Monica Zent joins us to share her journey as a seven-time founder and legal tech pioneer who has been at the forefront of innovation for nearly three decades. She discusses her evolution from creating some of the earliest ALSPs to investing in and advising the next generation of legal tech startups.• Starting as an entrepreneur in the 1990s with domain name and music industry technology companies• Founding Zentlaw 23 years ago as one of the first subscription legal services for enterprise clients• Creating early legal tech tools, including AI chatbots and collaboration platforms before they became mainstream• Investing in legal tech for the past 12 years and now partnering with venture firms to evaluate opportunities• Taking a contrarian view that legal tech is broader than commonly perceived, encompassing regulatory compliance, IP, and adjacent sectors• Advising legal tech founders to  identify real problems worth solving now• Helping law firms and legal departments navigate digital transformation with appropriate governance structures• Identifying integration opportunities between legal tech and adjacent technologies like fintech and cybersecurity• Working through Law Innovation Agency to consult with corporates, big law, and government agencies on innovationConnect with Monica Zent:• https://www.linkedin.com/in/monicazent/• https://www.monicazent.com/Subscribe to Monica's Venture Legal Newsletter:• https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7302735858552446976Discover Zentlaw and Law Innovation Agency:• https://www.lawinnovationagency.com/• https://zentlawgroup.com/

Adventures in Advising
Viva Advising! NACADA Las Vegas Conference Preview - Adventures in Advising

Adventures in Advising

Play Episode Listen Later Jul 1, 2025 44:10


Janelle Yasukochi, Maria Aladjova, and Kevin McVay of University of Nevada, Las Vegas and the dynamic trio co-chairing this year's NACADA Annual Conference in Las Vegas share what makes this year's event a must-attend. With the theme "Viva Advising: Excellence in Student Support," this conference is a celebration of community, growth, and the future of advising. Whether you're a seasoned advisor or just starting out, this episode offers a dynamic preview of what promises to be an energizing and impactful gathering for the advising profession. Register for the conference on or before September 11, 2025!Subscribe to the podcast on your favorite podcast platform!The X, Instagram, and Facebook handle for the podcast is @AdvisingPodcastAlso, subscribe to our Adventures in Advising YouTube Channel!Connect with Matt and Ryan on LinkedIn.

Boardroom Governance with Evan Epstein
Walker Newell & Lenin Lopez (Woodruff & Sawyer): Navigating D&O Risk, Delaware Exit, and Boardroom Litigation

Boardroom Governance with Evan Epstein

Play Episode Listen Later Jun 30, 2025 72:34


(0:00) Intro to this episode(1:43) About the podcast sponsor: The American College of Governance Counsel.(2:30) Start of interview(3:09) Walker Newell's origin story(6:38) Lenin Lopez' origin story(9:21) Intro to Woodruff Sawyer, and their focus on corporate law and securities litigation.(14:00) The Importance of Corporate Governance(14:38) On the Gallagher merger (WS was acquired for $1.2B)(15:10) Advising boards on D&O insurance (corporate and litigation). *Reference to E42 with Priya Cherian Huskins (2021)(17:59) The Delaware Exit ("DExit"). Impact of Derivative Suits. *Reference to VCBA(26:23) Delaware vs. Texas and Nevada(29:00) Understanding Delaware's SB21. Books and records demands. D&O questionnaires.(33:18) The current state of IPOs and SPACs (and impact of D&O insurance pricing)(37:33) The trend of SPAC companies incorporated in the Cayman Islands. SEC revisiting Foreign Private Issuer eligibility.(41:15) Trends in Securities Class Actions (~60% filed against tech or biotech companies).(47:24) Litigation in Private Markets. *Reference to Startup Litigation Digest(53:27) The hardships of life-science companies(56:15) How the federal and status regulatory apparatus is evolving, particularly on AI.(58:52) The evolving role (and burdens) of board members. Example: DOJ whistleblower rules(1:01:21) What are the 1-3 books that have greatly influenced your life: Lenin: The Life and Death of Ivan Ilych by Leo Tolstoi (1902)Walker:The Savage Detectives by Roberto Bolaño (1998)Maus: A Survivor's Tale by Art Spiegelman (1991)(1:04:03) Who were their mentors, and what they learned from them.(1:06:27) Quotes they think of often or live their life by.Lenin: "Al mal tiempo, buena cara"Walker: "Enjoy every sandwich"(1:08:22) An unusual habit or an absurd thing that they love.(1:09:50) The living person they most admireLenin: Tony HawkWalker: Rory McIlroy You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Topic Lords
297. Grimace Exploded, Covering 70,000 People

Topic Lords

Play Episode Listen Later Jun 30, 2025 60:03


Lords: * Erica * Judy * https://www.tiktok.com/@diluftmensch * https://www.tumblr.com/diluftmensch * https://bsky.app/profile/diluftmensch.bsky.social Topics: * The Pantone college experience * Why is everyone with superpowers a crime fighter or a criminal * Sell me on metal utensils * Grand Avenue, by Ron Koertge * https://writersalmanac.publicradio.org/index.php%3Fdate=2014%252F10%252F19.html * Abridged version: https://allpoetry.com/poem/14373111-Grand-Avenue-by-Ronald-Koertge * Toothpaste is traditionally spicy Microtopics: * Just Judy. * Telling your friends you love them. * Taking a break from the Internet and staring at the ceiling. * Realizing you need to take a break and then trying to figure out what you need to take a break from. * Doing absolutely nothing for ten minutes. * People who enjoy meditation explaining that you just need to meditate harder. * Taking a depressing game and remaking it, reframing it as relaxing. * Tetromino Chill. * Asking "do I have the flu?" in French. * Clicking on a wav file of Sleepwalk by Santo and Johnny and thinking "computer music is cool" * Your college's particular shade of purple. * The proliferation of this exact shade of purple now that Pantone has made it possible to exactly reproduce a color. * The reason why can't we tell who's buff and sexy any more. * Going to college to get sick of a particular color. * Whether any place is as intensely branded as a college campus. * What the founding fathers would think of this college campus' branding. * James Madison inventing the signature duplicator. * James Madison insisting that his entire family sleep sitting up. * Colors that you can't use until you really mean it. * Colors that are not allowed in the bathroom. * Pantone inventing a way to pee any known color. * Boom Box Guy. * The professor with the glasses with two different color lenses who is constantly complaining about JMU Purple. * Having jaws strong enough to eat bones and eating way more bones than you used to. * Topics that have been in the bucket since the inception of the bucket. * Unlimited energy. (Not limited energy.) * Why isn't Superman using his x-ray vision to watch TV better than anyone? * Lois Lane wearing superman's shirt. * Using your x-ray vision to make sure ant colonies aren't siphoning money out of bank vaults. * Advising strangers on the street that they have an untreated medical condition and they're like "go away creep" * The spoon doing a catapult move because the handle is too heavy, and flinging chili everywhere. * Plastic utensils for adults. * Hitting the age when doctors start saying things like "let's see if we can get a couple more good years out of you" * Whether the fork ever touches your tongue. * Ceramic spoons. * Melamine, the plastic material manufactured on Alf's home planet. * Handsome Korean wooden spoons. * Just slurping down a whole bowl of guacamole. * Everyday Carry Forks. * Metal utensils: so good, you carry them around. * Trying to eat a leaf of lettuce with an extremely heavy fork. * Eating a meal with a pickaxe and a pronged shovel. * Turning the corner by Señor Fish. * Different ways to kil for somebody. * A punch-line that was not set up in the descriptive part of the poem. * A poem that is a subset of another poem. * Where is the wacky misunderstanding that I was promised? * A bumper sticker reading "you just got passed by a bad driver (AI)" * Slapping the "artificial intelligence" label on everything you write so people blame AI. * Cinnamon toothpaste and ginger toothpaste. * Conventionally spicy toothpaste. * Toothpaste that doesn't taste like anything. (You know, for cats!) * Spicy tuna toothpaste and black pepper toothpaste. * Rinsing your mouth with lemon cleanser so your mouth can feel lemon fresh. * Pure Piperin. * Tubes: they're for squeezing. * Phosphoric acid toothpaste.

Adventures in Advising
Shaping Advising in the UK: Balancing Precision and Compassion - Adventures in Advising

Adventures in Advising

Play Episode Listen Later Jun 23, 2025 39:41


Dr. Sarah Bosch, chief operating officer at the United Kingdom Advising and Tutoring (UKAT) association, discusses her unique path from competitive athletics to a doctorate in biomechanics and a distinguished career in academic advising. She reflects on her leadership in enhancing advising practices at Sheffield Hallam University and her contributions to UKAT in areas such as institutional accreditation and professional development. Sarah underscores the critical role of personal tutoring and shares insights from her research on postgraduate advising, highlighting the effectiveness of the embedded advising model. Sarah emphasizes the importance of community, collaboration, and inclusive support structures and the role that UKAT is playing to shape the conversations around student success. Subscribe to the podcast on your favorite podcast platform!The X, Instagram, and Facebook handle for the podcast is @AdvisingPodcastAlso, subscribe to our Adventures in Advising YouTube Channel!Connect with Matt and Ryan on LinkedIn.

Neurocareers: How to be successful in STEM?
From Lab to Legislation and Startups: An Unconventional Neurocareer with Amanda Wiggins, PhD

Neurocareers: How to be successful in STEM?

Play Episode Listen Later Jun 21, 2025 66:53


What does it look like to take a neuroscience degree far beyond the lab? In this episode, we explore a career path that crosses scientific research, government regulation, and biotech entrepreneurship with Dr. Amanda Wiggins, CEO of The cGP Lab. Amanda began her career investigating neurodegeneration and cortical spreading depression. Over time, her passion for real-world impact led her into public policy—where she helped shape New Zealand's Human Tissue Act and advised on regulations for stem cell research and genetic technologies. Today, she leads a company advancing neuroprotective health supplements based on cyclic Glycine-Proline (cGP), a molecule with growing potential in aging and cognitive health. We talk about: How to navigate transitions between academia, government, and business The challenges of working across disciplines—and how to build confidence in new spaces Lessons learned from leading regulatory change and scaling innovation Amanda's work at The cGP Lab and the science behind cGP's potential in brain health Advice for scientists who want to move into leadership, entrepreneurship, or public engagement This conversation is for anyone considering a non-linear career in neuroscience or wondering how to apply scientific training in new and meaningful ways. Chapters: 00:00:02 - Bridging Neuroscience and Biotech Innovation 00:04:06 - FDA Approval of Trofinetide for Rett Syndrome 00:07:27 - My Journey in Science and Identity 00:09:22 - Pursuing a PhD in Melbourne 00:11:55 - Choosing a PhD Topic 00:17:26 - Challenges and Motivation in PhD Journey 00:20:54 - Transition from Academia to Regulatory Work 00:22:52 - Transitioning from Academia to Policy 00:25:51 - Advising on the Human Tissue Act 00:29:18 - Advocating Biotechnology in New Zealand 00:33:51 - Regulations and Challenges in Biotechnology 00:37:49 - Newborn Blood Screening and Research Ethics 00:41:22 - Transitioning from Science to Biotech 00:46:04 - Challenges of Startup Success 00:48:34 - Journey to Neuroactive Innovation 00:55:23 - Mentorship and Startup Advice 00:58:49 - Dementia Prevention and Early Detection 01:02:03 - Exploring Alzheimer's Research Frontiers 01:06:45 - Advancing Your Neurocareer About the Podcast Guest:

FreightCasts
WHAT THE TRUCK?!? EP852 Jett McCandless: Launching Movement; advising The White House; and clapping back

FreightCasts

Play Episode Listen Later Jun 20, 2025 45:17


On episode 852 of WHAT THE TRUCK?!? Dooner talks with project44 founder and CEO Jett McCandless about their new decision intelligence platform, Movement. Movement represents a fundamental shift in supply chain management philosophy, moving “beyond mere ‘features' or ‘visibility' to focus on execution, outcomes, and transformation,” said project44 CEO Jett McCandless.  We'll explore how it works, why it's a game-changer, and why it has project44's competitors on edge. McCandless and the project44 team recently returned from the White House, where they advised on tariffs. We'll find out why they were there. Plus, a Will Rogers Turnpike wreck, Texas Trucker in recovery mode, and more. Chapters 1:15 Texas Trucker update 4:01 Will Rogers Turnpike crash 5:40 Launching Movement | Jett McCandless 28:10 Clapping back | Jett McCandless 33:12 Advising The White House on tariffs | Jett McCandless 36:57 A look ahead | Jett McCandless Catch new shows live at noon EDT Mondays, Wednesdays and Fridays on FreightWaves LinkedIn, Facebook, X or YouTube, or on demand by looking up WHAT THE TRUCK?!? on your favorite podcast player and at 6 p.m. Eastern on SiriusXM's Road Dog Trucking Channel 146. Watch on YouTube Check out the WTT merch store Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

What The Truck?!?
Jett McCandless: Launching Movement; advising The White House; and clapping back

What The Truck?!?

Play Episode Listen Later Jun 20, 2025 45:17


On episode 852 of WHAT THE TRUCK?!? Dooner talks with project44 founder and CEO Jett McCandless about their new decision intelligence platform, Movement. Movement represents a fundamental shift in supply chain management philosophy, moving “beyond mere ‘features' or ‘visibility' to focus on execution, outcomes, and transformation,” said project44 CEO Jett McCandless.  We'll explore how it works, why it's a game-changer, and why it has project44's competitors on edge. McCandless and the project44 team recently returned from the White House, where they advised on tariffs. We'll find out why they were there. Plus, a Will Rogers Turnpike wreck, Texas Trucker in recovery mode, and more. Chapters 1:15 Texas Trucker update 4:01 Will Rogers Turnpike crash 5:40 Launching Movement | Jett McCandless 28:10 Clapping back | Jett McCandless 33:12 Advising The White House on tariffs | Jett McCandless 36:57 A look ahead | Jett McCandless Catch new shows live at noon EDT Mondays, Wednesdays and Fridays on FreightWaves LinkedIn, Facebook, X or YouTube, or on demand by looking up WHAT THE TRUCK?!? on your favorite podcast player and at 6 p.m. Eastern on SiriusXM's Road Dog Trucking Channel 146. Watch on YouTube Check out the WTT merch store Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

Bridging The Gap
Why Relationship Driven Advising Wins

Bridging The Gap

Play Episode Listen Later Jun 19, 2025 31:19


Building a firm doesn't always follow a straight line—and sometimes that's the advantage. In this episode of The FutureProof Advisor, I sit down with Garrett Cottle, co-founder of Momentum Wealth Management, to talk about how adaptability, personal authenticity, and strategic thinking can shape a successful practice. From a start in music to a pivot into banking and eventually into financial advising, Garrett's journey reflects what many advisors experience: figuring it out as you go, but doing so with intention. We explore how smaller firms can punch above their weight by staying nimble, leaning into their strengths, and making smart, client-focused decisions.Garrett shares how his team prioritizes relationship-building at every step—delivering personalized, memorable experiences that go far beyond performance reports or annual reviews. Whether it's a welcome gift or proactive milestone check-ins, these human touches create the kind of loyalty and word-of-mouth growth that marketing dollars can't buy. We also dig into how firms like his are using tech not just to “keep up,” but to lead—leveraging AI and customized CRMs to stay responsive, efficient, and scalable without adding complexity or headcount.What stood out most in our conversation is Garrett's mindset: stay curious, be intentional, and never stop evolving. He's not chasing scale for scale's sake—he's building a firm that reflects his values and serves clients in meaningful ways. As the industry changes, it's that kind of clarity and adaptability that will set advisors apart. It's not always about size or credentials—it's about purpose, discipline, and the willingness to think a little differently.

Humans of Travel
Virtuoso's Matthew Upchurch on the Evolution of Luxury Travel and the Future of Travel Advising (Part 2)

Humans of Travel

Play Episode Listen Later Jun 16, 2025 27:10


In Part 2 of our conversation with Matthew Upchurch, the chairman and CEO of Virtuoso discusses the transformative challenges that have shaped today’s travel advisor profession. Listeners will gain insight into how the industry navigated the rise of online travel agencies, the strategic decision behind Virtuoso’s rebranding and the far-reaching influence of mobile technology and social media. Upchurch also speaks about his mission to elevate the role of travel advisors, his evolving definition of luxury and why cross-generational collaboration is vital to the future of the industry. Listen to Part 1 here. This episode is sponsored by The Globus Family of Brands. RESOURCES MENTIONED IN THIS EPISODE Virtuoso ABOUT YOUR HOST Emma Weissmann is the Executive Editor of TravelAge West, a print magazine and website for travel advisors based in the Western U.S. She is also the co-host of Trade Secrets, a podcast created with sister publication Travel Weekly, and the Editor-in-Chief of print publication AGENTatHOME.TravelAge West also produces events including Future Leaders in Travel, Global Travel Marketplace West, the WAVE Awards gala ad the Napa Valley Leadership Forum. ABOUT THE SHOW TravelAge West’s award-winning podcast, “Humans of Travel,” features conversations with exceptional people who have compelling stories to tell. Listeners will hear from the travel industry’s notable authorities, high-profile executives, travel advisors and rising stars as they share the highs and lows that make them human.See omnystudio.com/listener for privacy information.

Adventures in Advising
Teaching in the Age of AI: Unpacking Faculty Concerns - Adventures in Advising

Adventures in Advising

Play Episode Listen Later Jun 16, 2025 58:08


Matt and Ryan sit down with Dr. Daniel MacDonald and Dr. Jeremy Murray from California State University, San Bernardino to explore the faculty perspective of how generative AI is reshaping higher education. From concerns about AI replacing critical thinking to the promise of increased accessibility and productivity, the conversation dives deep into the ethical and practical implications of AI in the classroom. MacDonald and Murray call for clear departmental policies, thoughtful integration, and a renewed focus on teaching students how to think—not just what to produce. Dr. Daniel MacDonald is Chair of the Economics Department at California State University San Bernardino and Founder of Inland Empire Dynamic Insights LLC, an economics-based consulting firm specializing in data analysis for law, higher ed, and local government. He is an educator with over 10 years of experience in academic and applied research. Find him online at, and check out his company at https://iedynamicinsights.com/Higher Listenings: Joy for EducatorsA new podcast from Top Hat delivering ideas, relief, and joy to the future of teaching.Listen on: Apple Podcasts SpotifySubscribe to the podcast on your favorite podcast platform!The X, Instagram, and Facebook handle for the podcast is @AdvisingPodcastAlso, subscribe to our Adventures in Advising YouTube Channel!Connect with Matt and Ryan on LinkedIn.

The Journey with Morgan DeBaun
How I Built 8 Income Streams for Wealth + Freedom

The Journey with Morgan DeBaun

Play Episode Listen Later Jun 10, 2025 18:03


This episode originally aired in December 2023 and is a must-listen if you're serious about achieving financial freedom and stability. Morgan DeBaun is breaking down the power of multiple income streams—why relying on just one paycheck is risky, how it limits your freedom, and what you can do to change that today. She opens up about her 8 personal income streams—from stock dividends to salaries to events—and how she built each one with intention. Morgan shares how diversifying your income not only protects you in uncertain times, but also gives you more freedom, creativity, and long-term wealth. In this episode: 00:42 Introduction and Why This Topic Matters 02:03 The Benefits of Having Multiple Streams of Income 05:39 Stream of Income #1- Salary 06:40 Stream of Income #2- Coaching and Advising 08:06 Stream of Income #3- Public Speaking and Hosting 09:04 Stream of Income #4- Brand Deals 09:52 Stream of Income #5- Product Business 11:03 Stream of Income #6- Events 13:07 Stream of Income #7- Book 15:06 Stream of Income #8- Stock Portfolio Dividends 16:48 Closing Thoughts + Call to Action Whether you're an entrepreneur or career professional, this episode will shift how you think about money and inspire you to unlock your own financial potential. You are your biggest money maker—let's make that work for you.

AHLA's Speaking of Health Law
Operation Brace Yourself, Part One: Advising DME Clients

AHLA's Speaking of Health Law

Play Episode Listen Later Jun 10, 2025 43:37 Transcription Available


Operation Brace Yourself, a massive 2019 Department of Justice operation involving the durable medical equipment (DME) industry, was one of the largest health fraud enforcement actions in history and had major legal and compliance repercussions for DME companies. In this two-part series, Stephen Lee, Solo Practitioner, Law Office of Stephen Chahn Lee, recounts the true story of two DME owners who unwittingly found themselves in the crosshairs of this massive government enforcement action. In part one, Stephen speaks with Michael Silverman, Lawyer, Silverman Bain LLP, and Noel Neil, Chief Compliance Officer, ACU-Serve Corp, who both advised the owners and recommended stopping operations. Michael and Noel discuss how they advised the owners amid increased government scrutiny of the DME industry and also provide practical tips and guidance on how to communicate complex legal issues to clients. Watch this episode: https://www.youtube.com/watch?v=TPgVnbVQhpcAHLA's Health Law Daily Podcast Is Here! AHLA's popular Health Law Daily email newsletter is now a daily podcast, exclusively for AHLA Premium members. Get all your health law news from the major media outlets on this new podcast! To subscribe and add this private podcast feed to your podcast app, go to americanhealthlaw.org/dailypodcast.

Humans of Travel
Virtuoso's Matthew Upchurch on the Evolution of Luxury Travel and the Future of Travel Advising (Part 1)

Humans of Travel

Play Episode Listen Later Jun 9, 2025 27:10


As a second-generation travel industry leader, Matthew Upchurch — chairman and CEO of luxury travel network Virtuoso — offers a unique perspective on how the world of luxury travel has evolved over the past four decades. In this episode of Humans of Travel, the first of a two-part conversation, Upchurch shares personal stories from his upbringing, the pioneering legacy of his father and the surprising origins of Virtuoso. You'll hear how the concept of a travel advisor collective emerged out of necessity in the post-World War II era, and how early collaborations set the foundation for what Virtuoso is today. Upchurch also reflects on how his perception of travel advisors has evolved throughout his career. This episode is sponsored by The Globus Family of Brands. RESOURCES MENTIONED IN THIS EPISODE Virtuoso ABOUT YOUR HOST Emma Weissmann is the Executive Editor of TravelAge West, a print magazine and website for travel advisors based in the Western U.S. She is also the co-host of Trade Secrets, a podcast created with sister publication Travel Weekly, and the Editor-in-Chief of print publication AGENTatHOME.TravelAge West also produces events including Future Leaders in Travel, Global Travel Marketplace West, the WAVE Awards gala ad the Napa Valley Leadership Forum. ABOUT THE SHOW TravelAge West’s award-winning podcast, “Humans of Travel,” features conversations with exceptional people who have compelling stories to tell. Listeners will hear from the travel industry’s notable authorities, high-profile executives, travel advisors and rising stars as they share the highs and lows that make them human.See omnystudio.com/listener for privacy information.

The View: Behind the Table
Alyssa Farah Griffin's 'Free Advice' to Staffers Advising Republican Lawmakers

The View: Behind the Table

Play Episode Listen Later Jun 2, 2025 24:04


Farah Griffin joins executive producer Brian Teta to discuss Republican Iowa Sen. Joni Ernst's doubling down on her dismissive remark about Medicaid at a town hall and what she makes of Broadway star Patti LuPone apologizing for her "demeaning" comments about fellow stars Audra McDonald and Kecia Lewis. Plus, she reacts to a podcaster who said there's too much conversation around women's infertility right now. Have a question or want advice from Brian or a co-host? Call or text us at (917) 960-3037 or leave us a message here: https://woobox.com/kaoojs. Messages may be used on a future podcast. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Adventures in Advising
AI in Education: CSU's Bold Higher Ed Strategy - Adventures in Advising

Adventures in Advising

Play Episode Listen Later Jun 2, 2025 43:41


In this episode, Matt and Ryan dive into the California State University system's landmark rollout of ChatGPT to over half a million students, faculty, and staff. The CSU's bold AI initiative is meant to reshape higher education by tackling equitable access, responsible use, and workforce readiness. We also explore tough questions about AI's impact on jobs and sustainability, as well as how CSU leaders are responding. Panelists include: California State University Office of the Chancellor:Dr. Leslie Kennedy - Assistant Vice ChancellorDr. Ed Clark - Chief Information OfficerDr. Felix Zuniga - Campus Engagement PartnerCalifornia State University, San Bernardino:Dr. Bradford Owen - Associate Vice President of Faculty Development and Chief Academic Technology OfficerGerard Au - Chief Information OfficerHigher Listenings: Joy for EducatorsA new podcast from Top Hat delivering ideas, relief, and joy to the future of teaching.Listen on: Apple Podcasts SpotifySubscribe to the podcast on your favorite podcast platform!The X, Instagram, and Facebook handle for the podcast is @AdvisingPodcastAlso, subscribe to our Adventures in Advising YouTube Channel!Connect with Matt and Ryan on LinkedIn.

The Real Retirement Podcast
How to Get a Deal on a Car

The Real Retirement Podcast

Play Episode Listen Later Jun 1, 2025 15:26


Most folks need to make car purchases over the course of their retirement. If stepping onto a dealer lot makes your palms sweat or you find yourself agreeing to paying big dealer mark-ups, then buckle up because I think I can help you save some money off your next car purchase by knowing a few strategies.   To learn more, visit: https://birchwoodcapital.com/

WSJ What’s News
Elon Musk Leaves DOGE, but Will Keep Advising Trump

WSJ What’s News

Play Episode Listen Later May 30, 2025 13:44


P.M. Edition for May 30. President Trump says farewell to Elon Musk as the billionaire returns to the private sector. And American consumers are feeling gloomy about the economy. WSJ reporter Chao Deng says economists chalk that up to the tariff news cycle. Plus, the Supreme Court allows the Trump administration to cancel temporary protections for about 500,000 migrants. Pierre Bienaimé hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

BrandBuilders
406: Matt Sharp – Sharp Advising

BrandBuilders

Play Episode Listen Later May 29, 2025 47:08


Welcome back to the BrandBuilders Podcast! On this episode, we've got Matt Sharp with us, a seasoned nonprofit leader and the founder of Sharp Advising. With over 18 years of experience in the nonprofit and higher education sectors, Matt has dedicated his career to empowering organizations to maximize their community impact. Through Sharp Advising, he partners with small to mid-sized nonprofits, helping them optimize operations, streamline processes, and develop strategies for sustainable growth. Matt—welcome to the show!

Inspiring People & Places: Architecture, Engineering, And Construction
Can Infrastructure Bring Us Together? Lessons in leading with heart, advising with humility, and building trust — not just projects.

Inspiring People & Places: Architecture, Engineering, And Construction

Play Episode Listen Later May 28, 2025 28:38


What happens when engineering leaders prioritize people over profit and community over convenience?  In this episode of Leadership Blueprints, we're joined by Phil Wursta, a seasoned strategist with over 40 years of experience in municipal agency and private sector engineering. He's also the founding partner of WK2 Consulting, a woman-owned civil engineering and public management firm serving Pennsylvania and New Jersey.  From his early days as an archaeology-obsessed teen to his leadership role building resilient infrastructure and compassionate teams, Phil shares how clear communication, community engagement, and employee-first values have guided his career and company culture. You'll learn how to balance technical expertise with emotional intelligence, simplify infrastructure funding for stakeholders, and lead with authenticity by caring for your people. Don't miss this inspiring conversation packed with practical insights for building a business and a team that truly makes a difference! Key Points from This Episode:•   What goes into launching a people-first engineering firm and scaling fast.•   Strategies for overcoming early-stage startup challenges.•   People-first leadership through community-focused problem solving.•   How engineers can build trust in politically sensitive environments.•   How to align diverse political stakeholders around shared goals.•   Building a team culture rooted in care, values, and purpose. Quotes:“[WK2 is] employee-oriented. We want to take care of our people. We're not in it to make a ton of money. We're just in it to do the right thing, serve clients, and feel good about ourselves with the projects that we do.” — Phil Wursta  “We try to say, ‘How can we get it done?' Rather than why we can't get it done.” — Phil Wursta “Involving your people and [caring for them] sets the stage for success because, at the end of the day, you're doing this for the people, whether they're the people of the country [or the] people of your company.” — Phil Wursta Links Mentioned in Today's Episode:Phil Wursta on LinkedInWK2 Consulting‘Inside the C-Suite: The CFO's Role in Capital Program Investment and Decision-Making with Gail Kosyla'The RifleLeadership Blueprints PodcastMCFAMCFA CareersBJ Kraemer on LinkedIn

Adventures in Advising
Lifting Students Up: Supporting Students on Academic Recovery - Adventures in Advising

Adventures in Advising

Play Episode Listen Later May 26, 2025 46:35


Dan Wienecke, academic advisor and instructor at Arapahoe Community College, shares his journey from Colorado State University to various international roles, including Peace Corps service in Kazakhstan. At ACC, Dan focuses on retention, particularly for students on academic recovery. Wienecke discusses ACC's performance support workshops, which help students understand and improve their academic standing. He also discusses the appeal support event, a collaborative effort to guide students through financial aid appeals. He highlights the mutual benefits of his advisor and instructor roles, stressing the importance of empathy and support in student success. Higher Listenings: Joy for EducatorsA new podcast from Top Hat delivering ideas, relief, and joy to the future of teaching.Listen on: Apple Podcasts SpotifySubscribe to the podcast on your favorite podcast platform!The X, Instagram, and Facebook handle for the podcast is @AdvisingPodcastAlso, subscribe to our Adventures in Advising YouTube Channel!Connect with Matt and Ryan on LinkedIn.

TIQUE Talks
128. The Parallels Between Project Management & Travel Advising with Cara Donleavy

TIQUE Talks

Play Episode Listen Later May 20, 2025 52:43


What do construction sites and luxury vacations have in common? A lot more than you'd think! This episode explores the parallels between project management and travel advising with Curated by Cara founder and Travel + Leisure Rising Star, Cara Donleavy. Cara shares how her background managing multi-million dollar construction sites laid the foundation for her booming luxury travel business. From timelines and budgeting to risk management and client communication, she brings a project-based mindset to every itinerary she creates, ensuring each trip runs as seamlessly behind the scenes as it feels to her clients. Hear how she transitioned from part-time to full-time advisor, the systems and tools that keep her business running smoothly, and how she approaches budgeting, boundaries, and scaling with intention. Press play to learn why every trip deserves a project plan, and how that mindset can take your business to the next level! About Cara Donleavy: Cara is the founder and proud owner of Curated By Cara, a luxury travel company specializing in bespoke itinerary design. Since launching her business in 2022, she has been dedicated to crafting unforgettable experiences tailored to each traveler's unique style and preferences. Based in Boston, MA, Cara works with families, couples, and groups to curate dream vacations that are seamless, inspiring, and stress-free. At Curated By Cara, the mission is simple: take the stress out of travel planning and replace it with pure excitement. The team handles all the details—research, booking, and beyond—specializing in luxury accommodations and thoughtfully curated experiences you won't find just anywhere. curatedbycaratravel.com @curatedbycaratravel Today we will cover: (04:30) How project management laid the groundwork for a travel business (07:20) Applying timelines, budgets, and structure to luxury itineraries (19:40) Risk management in travel; planning for the unexpected (21:15) Cara's client communication process (28:25) Handling client pushback and setting expectations (33:50) Attracting and working with high-profile clients (36:10) Implementing boundaries (40:25) Recommended tools: CRMs, branding, and automation that support growth (42:45) Growing your team and building a scalable business (46:40) Balancing creativity and processes JOIN THE NICHE COMMUNITY An interactive membership for travel advisors wanting the community, education, & support to grow their business. VISIT THE TEMPLATE SHOP Create an enjoyable booking experience for every one of your travel clients. EXPLORE THE PROGRAMS Self-paced style courses for the modern travel advisor. FOLLOW ALONG ON INSTAGRAM @TiqueHQ

The No-Till Market Garden Podcast
Disappearing Compost + The Annoying Complexity of Farm Advising

The No-Till Market Garden Podcast

Play Episode Listen Later May 15, 2025 19:12


Welcome to episode 152 of Growers Daily! We cover: the annoying complexity of farm advice, starting seed company considerations, and the curious case of the disappearing compost. We are a Non-Profit! 

The Side Hustle Show
670: $1000/mo Helping People Plan Trips: Inside the Travel Advising Side Hustle

The Side Hustle Show

Play Episode Listen Later May 1, 2025 61:49


What if you could turn your love of travel into an extra income stream and build a travel advising side hustle that fits your life? Bailey Richert is back on the show to pull back the curtain on how you can do it too. You might remember Bailey from one of our early episodes, where we talked about building an online course business. Today, we're switching gears to talk about her newest side hustle: helping people plan epic trips as a travel advisor. Bailey runs UnlistedTravel.com and MakeTravelYourJob.com, and she's managed to create a flexible, low-overhead business doing something she's genuinely passionate about. Listen to Episode 670 of the Side Hustle Show to learn: how travel advisors actually get paid what it takes to set yourself up for success in this field creative ways to find clients Full Show Notes: $1000/mo Helping People Plan Trips: Inside the Travel Advising Side Hustle New to the Show? Get your personalized money-making playlist here! Sponsors: Mint Mobile — Cut your wireless bill to $15 a month! Indeed – Start hiring NOW with a $75 sponsored job credit to upgrade your job post! OpenPhone — Get 20% off of your first 6 months! Gusto — Get 3 months free of the leading payroll, benefits, and HR provider for modern small businesses!

The Indicator from Planet Money
Who's advising Trump on trade?

The Indicator from Planet Money

Play Episode Listen Later Apr 24, 2025 9:29


President Trump has not been afraid to tack on tariffs over and over again. Allies and foes alike are anxiously wondering if the tariffs will stick or whether a trade deal will be made. On today's episode, we take a look behind the curtains of the White House administration and examine the advisors whispering into Trump's ear.Related episodes:Dealmaker Don v. Tariff Man Trump (Apple / Spotify)China's trade war perspective (Apple / Spotify)What keeps a Fed president up at night (Apple / Spotify)For sponsor-free episodes of The Indicator from Planet Money, subscribe to Planet Money+ via Apple Podcasts or at plus.npr.org.Fact-checking by Tyler Jones. Music by Drop Electric. Find us: TikTok, Instagram, Facebook, Newsletter. Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy