Podcasts about advising

Cristina Gomez reviews the latest UFO / UAP news and covers Tom DeLonge's admission that he is an active UFO consultant to the US government, a claim that President Trump privately believes the visitors are hiding in our oceans, and Ross Coulthart's warning that the window for real UFO disclosure may slam shut at the November midterms. To see the VIDEO of this episode, click or copy link - https://youtu.be/YNDlNPvVodIVisit my website with International UFO News, Articles, Videos, and Podcast direct links -www.ufonews.co00:00 - This UFO News Is Big00:40 - The Man Behind UFOs01:43 - His UFO Confession02:47 - Is The UFO Claim Real?03:14 - The Missing UFO General04:09 - The UFO Email Leak05:02 - UFOs In Our Oceans07:01 - The UFO Clock Runs Out Become a supporter of this podcast: https://www.spreaker.com/podcast/strange-and-unexplained--5235662/support.

50+ Years Advising Powerful Leaders: Start With the Truth | James LukaszewskiJames E. Lukaszewski has spent more than five decades advising executives and major organizations through crisis, leadership problems, reputation threats, and difficult decisions. In this episode of Diversified Game, James explains why leaders keep repeating the same mistakes, why wisdom comes from recognizing patterns, and why the best advisors sometimes have to tell powerful clients what they do not want to hear.We also discuss his “Seeking Forgiveness” framework, when to walk away from money, why truth has to come first in a crisis, how he tripled his rates and kept his clients, his return to college as an older student, and his concerns about AI safety and regulation.James says many leadership failures follow familiar patterns. His job as an advisor is not to rescue people from consequences, but to help them face reality, tell the truth, take responsibility, and repair damage. He breaks down his nine-part “Seeking Forgiveness” process and explains why he refuses clients who will not do the work.He also shares a major business lesson: after realizing he and his wife were undercharging, they tripled their rates. Their clients stayed, and one told him he was still charging below the value of his expertise.The episode closes with lessons on education, giving back, longevity, and AI. James' core message is simple: start with the truth and stay with the truth.03:30 James introduces himself and Influencing Leaders07:08 Official Diversified Game introduction08:07 What leaders still get wrong12:06 Advisors as option finders12:53 His test before accepting crisis clients22:22 When to walk away from money32:34 Powerful leaders and the “mom” question35:17 Pattern recognition and wisdom48:14 Why crisis response starts with truth51:31 The “Seeking Forgiveness” framework55:58 How consultants should price themselves56:44 James tripled his rates1:02:07 Graduating college at 321:07:22 Final lesson: start with the truth1:08:24 James on AI safety and regulation1:12:16 Why he still takes callsLearn the mindset and moves that lead to real results. Please visit my website to get more information: http://diversifiedgame.com/

Farmers should avoid letting major market reports dictate their marketing strategy. Instead, risk manager Heather Ramsey with The ARC Group, advises farmers to focus on a consistent plan and the factors they can control. NAFB News ServiceSee omnystudio.com/listener for privacy information.

In this episode of Transcend with M, I sat down with David Carothers, founder of Florida Risk Partners and one of the most respected voices in commercial insurance sales training.We talked about the part of the job most producers get wrong → the belief that winning business is about getting the right quote.David has spent nearly two decades in insurance and risk management. Through Killing Commercial and The Power Producers Podcast, he has trained thousands of producers on how to stop competing on price and start getting hired as an advisor before the insurance transaction ever happens.Here's what we got into:→ Why you have to know how to get hired before the insurance transaction ever exists→ How to use AI to prep for a meeting by predicting the exact questions a CFO will ask you, and the ones you should be asking them→ The mirror technique that buys you time when an objection catches you off guard→ Why "I've been with my agent for 15 years" is a green flag, not a wall→ How David turned a $7,500 account into $387,000 in premium by refusing to sell on price→ Why almost every problem account traces back to bad prospecting→ The shift from transactional producer to trusted advisor, and why AI is forcing this conversation now→ What it really takes to build the next generation of producers, including his own sonIf you're a producer, an agency owner, or someone building a book of business in this industry, this is the conversation that will change how you walk into every meeting.This is Season 3 of Transcend with M, where I sit down with the people who are actually building, leading, and changing this industry from the inside.David Carothers, CIC, CRM, is the principal of Florida Risk Partners, a middle-market commercial insurance and risk management firm. He is the founder of Killing Commercial, host of The Power Producers Podcast, and the author of The Extra 2 Minutes and The Dirty 130.Connect with David:LinkedIn → https://www.linkedin.com/in/davidrcarothers/Website → http://killingcommercial.comPodcast → The Power Producers PodcastConnect with me:Instagram → https://www.linkedin.com/in/monicaadwani/LinkedIn → Monica AdwaniNuRise Consulting → nuriseconsulting.comFollow Transcend with M on LinkedIn and follow me on Instagram @monicaadwani when you listen.Subscribe so you don't miss what's coming next this season.#TranscendWithM #Season3 #InsurancePodcast #CommercialInsurance #InsuranceSales #InsuranceProducers #AgencyOwners #WomenInInsurance #WomenInBusiness #InsuranceIndustry #IndependentInsuranceAgents #KillingCommercial #MonicaAdwani #DavidCarothers #FloridaRiskPartners

Welcome to EO Radio Show – Your Nonprofit Legal Resource. I'm Cynthia Rowland, and this is Episode 161 of the EO Radio Show. This episode is the second refresh of episode 19, titled "Five Tax Traps for Business Lawyers Advising Nonprofit Organizations." The original episode was released in October 2022 and was first refreshed in June 2025. Since then, the legal landscape has shifted enough to warrant another update.  The traps themselves have not changed. Rather, recent developments provide new illustrations of why these issues remain important. The original episode continues to serve as an excellent reminder of the issue-spotting skills that are essential to the competent representation of charitable organizations.  Show Notes: EO Radio Show #84: Nonprofit Book Review: ABA Guidebook for Directors of Nonprofit Corporations EO Radio Show #107: Nonprofit Basics: Unrelated Business Income Tax: Basic Rules for Charities – Part 1 EO Radio Show #108: Nonprofit Basics: Unrelated Business Income Tax: Modifications and Exceptions – Part 2 EO Radio Show #109: Nonprofit Basics: Unrelated Business Income Tax: Debt Financed Income – Part 3 EO Radio Show YouTube Playlist: Nonprofit Basics IRS Form 990 and Schedules A through R: https://www.irs.gov/forms-pubs/about-form-990 IRS Form 990 EZ: https://www.irs.gov/forms-pubs/about-form-990-ez IRS Form 990-N https://www.irs.gov/charities-non-profits/annual-electronic-filing-requirement-for-small-exempt-organizations-form-990-n-e-postcard Description of Statutory Employees https://www.irs.gov/charities-non-profits/exempt-organizations-who-is-a-statutory-employee EO Radio Show #6: Nonprofit Basics: Election Year Issues for Private Foundations and Public Charities Part 1: Candidate Campaign Intervention EO Radio Show #7: Nonprofit Basics: Election Year Issues for Private Foundations and Public Charities Part 2: Legislative Lobbying Activities by Public Charities EO Radio Show #8: Nonprofit Basics: Election Year Issues for Private Foundations and Public Charities Part 3: Private Foundation Approaches to Policy Advocacy Allowed by the Internal Revenue Code If you have suggestions for topics you would like us to discuss, please email us at eoradioshow@fbm.com. Additional episodes can be found at EORadioShowByFarella.com. DISCLAIMER: This podcast is for general informational purposes only. It is not intended to be, nor should it be interpreted as, legal advice or opinion.

Meet Greg, the adviser who built a career on saying what 1,000+ founders didn't want to hear. Protect your family with life insurance from Ethos. Get up to $3 million in coverage in as little as 10 minutes at https://ethos.com/founded. Application times may vary. Rates may vary. The opener to this episode tells you two things about Greg McCallum: he's funnier than most business advisers, and he's more honest about the cost of the founder life than almost anyone we've had on the show. 3 KEY TAKEAWAYS 1. Ask strangers, not friends. The most common founder mistake is failing to ask prospective customers whether the idea is good. Do it early and you're not just validating, you're building a pipeline, learning the language that sells, and writing your first sales playbook for free. 2. Sales is listening, not pitching. Professional sales hires get a three- to six-month ramp before anyone expects a deal, so give yourself the same grace. Never ask for the sale. Understand the need, demonstrate the solution, and let them ask you. 3. Honesty is the strategy. With customers, with investors, and hardest of all with yourself. Audit the skills you actually lack before you buy the domain or design the logo. Self-awareness is cheaper than failure. Greg got kicked out of school at 15. By 16, he was running a restaurant floor. By 18, he'd quietly consulted for almost every bar and restaurant in Oxford. By his mid-twenties, banks were asking him into the boardroom. Then he deliberately took a soul-destroying telemarketing job for a year, because nobody would take his sales advice seriously until he'd done the hard yards himself. That decision led to sales leadership at Booksy (now unicorn status), C-suite roles across startups, and a mentoring practice that has helped over 1,000 founders worldwide, under a name he's turned into a brand: The No Bullshit Adviser. In this episode, Greg gets honest about the mistake almost every founder makes, why working in sales won't teach you founder sales, the AI industry's dirty data secret his new startup Peer is built to solve, and the part nobody talks about: the anxiety, the dark years, and the alliances entrepreneurship never lets you make. Because when it all goes wrong, the question that matters is who you actually call. Please note: this episode contains strong language throughout. Greg is called the No Bullshit Adviser for a reason. WHAT WE COVER - Kicked out of school, child of immigrant entrepreneurs, and managing hospitality floors at 16 - Accidentally becoming Oxford's teenage restaurant consultant - A year of telemarketing to earn the right to give sales advice - Booksy, C-suite roles, and 1,000+ founders mentored - The one bad Trustpilot review that's secretly a five-star review - Why psychometric tests are (mostly) bullshit, and skills audits beat personality labels - Founders Unplugged: the podcast born from client calls that ran three hours over - Peer and the dirty secret of AI: the data ceiling nobody talks about - "Stop preaching work-life balance": Greg's unfiltered take - Anxiety, depression, CBT, and becoming your own therapist - The real sacrifice: friendship, founder loneliness, and why your support network is a survival mechanism - The SaaS bubble, the bootstrapping comeback, and his one piece of advice: two words

Send us Fan Mail Muslims with doubts! Doubt no more! YOU are welcome to come onto the stream and tell us your doubts about Islam. Doubt Busters is here to help empower you. So keep a note of your doubts and questions on Islam and call into the show or post your questions in the live chat.  Please note : waiting lists are very high and places are limited to a maximum of 10 placements at any given time so keep your questions concise, to the point and please be patient. Link to join the stream : GAZA: Shelter Projecthttps://fundraise.matwproject.org/gaza-shelter-project-dowie--x61yxbPlease support Br Ijaz with his monthly medical fees: https://buymeacoffee.com/ijazthetrini© 2026 EFDawah All Rights ReservedWebsite : https://efdawah.com/https://www.patreon.com/EFDawahhttps://gofund.me/7cb27d17https://www.paypal.me/EFDawahTimestamps:00:00 - Intro01:05 - EF Dawah Panel join: Format of the Stream03:36 - Muslim joins03:58 - Insights into consent for marriage in Islam09:07 - Exploring consent for relations in the West12:33 - Value of relationships: Islam vs the West14:12 - Muslim rejoins 15:30 - Taking Wife's permission for polygamy?20:37 - Understanding practice of polygamy in Islam29:53 - Nuances of taking a second wife in Islam32:01 - Discussion on decision on taking a 2nd wife41:32 - Message to Muslims about Polygamy45:12 - Claim of the Quran copying the bible refuted53:04 - Refuting the claims about Qur'an's plagiarism 56:32 - Advice for dealing with doubts as muslims 1:03:46 - Message to Muslims about doubts1:06:48 - Explanation of Inheritance in Islam1:14:00 - Kosa joins1:15:06 - Dealing with conflict b/w culture & Islam1:17:19 - Islamic position on magic healers 1:21:37 - Advising family about superstitions1:26:20 - Protecting oneself from Evil Eye & Harm1:33:16 - Sword joins & shares his beliefs1:35:05 - Examining the beliefs of Sword1:40:48 - Scrutinizing Sword's beliefs about God 1:49:50 - Claim about contradiction in Allah's nature1:50:41 - Debunking the argument against Allah1:57:39 - Discourse on understanding Allah's anger 2:04:28 - Exploring the Nature of Allah 2:06:47 - Issues with the claims of Sword2:09:21 - Advice to Sword about the Islamic beliefs2:20:35 - Dawah to Sword2:25:02 - Review of the discussion with Sword2:32:21 - Clearing self made doubts about Islam2:38:48 - Omar joins: Meaning of Qur'an 18:862:59:06 - Link b/w the physical & the meta-physical3:02:14 - Servant joins3:05:32 - Comprehending meaning of Qur'an 37:6-103:26:30 - Understanding context of Qur'an 37:6-103:35:56 - Linguistic analysis of Qur'an 37:6-103:41:19 - Discussing the interpretation of the Qur'an3:59:19 - Advice about various meanings of Qur'an4:14:19 - Closing Remarks & Wrapping Up Support the show

Could learning one practical digital skill become your ticket out of the 9-to-5?And could learning these digital skills actually give you the income and freedom you're looking for?It did for Steph but it wasn't always like that.Steph was a teacher who had become frustrated with where she was at.But instead of staying put, she decided to learn digital skills.Specifically, she learned how to build websites and how to get them to show up in Google when people search.That was only the beginning. Today (just two years later) Steph has won three national awards.And she's was advising multimillion-dollar tradie businesses on SEO, AI and digital growth.Today, you'll hear how she made the leap to former school teacher to web designer to now digital advisor.So if you're looking for an accelerator path out of your 9-to-5 and into something online, listen to Steph's full story.Learn the Online Income Skills That Can Make $10k/mo from your laptop?You don't need tech skills or prior experience, just the right strategy and a proven plan. Learn how 6-figure earners are buying profitable online businesses (the smart and safe way in 2026): https://www.ebusinessinstitute.com.au/dip

What happens when the F-1 "duration of status" rule disappears overnight — and how many employers are actually paying the new $100,000 H-1B fee? On this episode, host John Q. Khosravi talks with Anne Rowley, Esq. of Grossman Young & Hammond about her path into business immigration law, the newly finalized F-1 duration of status rule, the real-world impact of the $100,000 H-1B fee, and a behind-the-scenes look at planning the AILA California Chapters Conference (San Francisco, first week of November). Timestamps: 00:00 Intro 00:33 Intro 01:24 Sponsor: E-Immigration Hero Spotlight 02:17 ILT mentorship & courses 02:57 Disclaimer 03:04 Anne Rowley's Path Into Immigration Law – Wisconsin to LA to San Diego 05:10 Grossman Young & Hammond's national presence 05:48 Current immigration "insanity" & hot topics 06:09 F-1 duration of status rule explained 06:43 Advising students before the rule change 07:14 F-1/OPT/CPT nuances & DSO challenges 08:15 Community & sponsor reminders 09:37 More on the new F-1 rule (English limits, PhD students) 10:30 Firm growth – DC, Miami, San Diego expansion 11:07 Keeping corporate H-1B clients informed 11:54 The $100K H-1B fee: client experiences 12:58 AILA California Chapters Conference preview 14:11 Getting involved with AILA committees 15:40 Firm operations, KPIs & forecasting 16:55 Closing thoughts & CCC reminder 17:14 Outro Spotify | iTunes | YouTube Music | YouTube Follow eimmigration by Cerenade: Facebook | Instagram | LinkedIn Start your Business Immigration Practice! (US LAWYERS ONLY - SCREENING REQUIRED): E-2 Course EB-1A Course Get the Toolbox Magazine!  Join our community (Lawyers Only) Get Started in Immigration Law! The Marriage/Family-Based Green Card course is for you Our Website: ImmigrationLawyersToolbox.com Not legal advice. Consult with an Attorney. Attorney Advertisement. #podcaster #Lawyer #ImmigrationLawyer #Interview #Immigration #ImmigrationAttorney #USImmigration #ImmigrationLaw #ImmigrationLawyersToolbox  

AMDG. Today, Kolbe advisors Pam Castor, Abby Ehlers, and Krysten Pizzurrro join the Kolbecast to discuss extra-curricular activities in homeschooling. Homeschooling is certainly about educating the minds of our children, but we're always striving to bring about the well-being of the whole person. Activities outside of schooling can play an important role in this, with activities such as sports, serving in the parish, and groups such as scouting.   These advisors give us some examples of how this can be done and provide us with advice on how to find balance.  Links mentioned & relevant:  Articles from the Academics & Advising section of the Help Center:  Scheduling Recommendations  Cultivating Friendships and Enriching Social Activities for Homeschool Students   Scheduling the Elementary and Middle School Day  Extracurricular Activity Tracker  High Academics, Non-Academics, and Activities  Related Kolbecast episodes:  258 Seeking, Finding, and Building Community - Groups and Extracurriculars  313 Preparing for a Stellar School Year  320 College Considerations  125 Call the Advisor  284 Flexibility and Structure for the Early Years with Pam Castor and Emmanuelle Wilhelm  Have questions or suggestions for future episodes or a story of your own experience that you'd like to share? We'd love to hear from you! Send your thoughts to podcast@kolbe.org and be a part of the Kolbecast odyssey.   We'd be grateful for your feedback! Please share your thoughts with us via this Kolbecast survey!  The Kolbecast is available on Apple Podcasts, Spotify, and most podcast apps. By leaving a rating and review in your podcast app of choice, you can help the Kolbecast reach more listeners. The Kolbecast is also on Kolbe's YouTube channel (audio only with subtitles).  Using the filters on our website, you can sort through the episodes to find just what you're looking for. However you listen, spread the word about the Kolbecast! 

Freight audit is one of supply chain's most stubborn cost centers, and the traditional model of catching errors months after the fact is no longer good enough. In this episode of Supply Chain Now, Scott W. Luton and Marty Parker are joined by Jason Murray, CEO at Shipium, and Tim Meester, Vice President, Network Performance & Intelligence at Shipium, to discuss the shift from reactive freight audit to always-on, AI-native monitoring. The panel explores why the freight audit industry keeps growing at a 14.2% CAGR even as billing errors persist at 2 to 6% of all parcel invoices, and why every dollar lost to those errors can take 19 to 20 new revenue dollars to recover. They address how delayed, after-the-fact reconciliation lets small pricing mistakes snowball into major margin loss, outlining a vision for continuous, agentic auditing that catches issues before invoices even arrive. By leveraging live data, simulation, and autonomous AI agents, shippers can detect root causes in real time and act on them immediately rather than weeks later. Jason Murray concludes by challenging operators to start building a data-first culture now, before the competitive gap becomes impossible to close.   Jump into the conversation: (00:00) Intro  (02:40) Meet Jason Murray and Tim Meester of Shipium (08:36) Jason's journey from Amazon to founding Shipium (12:30) Why freight audit keeps growing yet errors persist (12:47) Auditing as reconciliation hell and the GLP-1 analogy (17:55) Always On Audit reframes reconciliation as monitoring (22:08) Reframing leakage and loss spend as a margin tax (26:47) Where the money actually leaks in parcel billing (33:16) Always on audit versus traditional after the fact review (46:18) Why the data layer has to come first for AI (50:37) Real world use cases where AI catches hidden savings (56:21) Holistic differentiation and the next 24 months for audit Additional Links & Resources: Connect with Jason Murray: https://www.linkedin.com/in/jason-shipium/ Connect with Tim Meester: https://www.linkedin.com/in/meester/ Connect with Marty Parker: https://www.linkedin.com/in/martyparker/ Learn more about Shipium: https://www.shipium.com/ Learn more about Adæpt Advising: https://www.adaeptadvising.com/ Learn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now's NEW Media Kit: https://supplychainnow.com/media-kit/ WEBINAR- The Future of Supply Chains: Where Talent Meets Technology: https://bit.ly/4uUuxkc WEBINAR- Peak Reality Check: What Shippers, Analysts, and AI Models Are Predicting for 2026: https://bit.ly/4aTlsRv WEBINAR- From Volume to Resilience: How Automotive Supply Chains Are Adapting to a New Market Reality: https://bit.ly/4f6SUGA WEBINAR- The Automotive Industry's Next Digital Breakthrough: https://bit.ly/4vhUwT4 WEBINAR- From Disruption to Stability: Building Resilient Logistics Solutions in a Rapidly Changing Global Market: https://bit.ly/3TguZMt This episode was hosted by Scott Luton and Marty Parker, and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/inside-shipium-plan-turn-freight-audit-into-real-time-monitoring-1611 The content in this episode, including all audio, videos, visuals, and graphics, is the property of Supply Chain Now and is protected by copyright law. Unauthorized use, reproduction, distribution, modification, or re-uploading of this content in any form is strictly prohibited without explicit written permission from Supply Chain Now.For licensing inquiries or permissions, please contact us at production@supplychainnow.com© 2026 Supply Chain Now. All rights reserved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Can Andy Burnham's 'Makerfield test' survive contact with a world of Trump, China, and a raging Iran crisis? Why did every one of Netanyahu's promises to Trump about the war with Iran - from destroying the ballistic missile programme to fomenting revolution - turn out to be wrong? What advice does Alastair have for Count Binface in his fight against Nigel Farage in Clacton? Join Rory and Alastair as they answer all these questions and more in this week's edition of Question Time. __________ Enjoy Rory and Alastair's interview with Gabriel Zucman by searching ‘Leading' on Spotify, Apple, or YouTube. Go deeper into the world of The Rest Is Politics by signing up for our free newsletter HERE, featuring exclusive interviews, analysis and weekend reads from Alastair and Rory. Join The Rest Is Politics Plus. Start your free trial at therestispolitics.com to unlock exclusive bonus content – including Rory and Alastair's miniseries – plus ad-free listening, early access to episodes and live show tickets, exclusive newsletters, discounted book prices, and a private chatroom on Discord. The Rest Is Politics is powered by Fuse Energy. Stop overpaying for energy. Switch at fuseenergy.com/politics and get a free TRIP+ subscription.

Laurel Loomis Rimon has spent her career on the enforcement side of fintech. As a federal prosecutor she brought the first case against a digital currency company in the US, years before Bitcoin existed. She later served as an assistant deputy enforcement director at the CFPB, and today she co-chairs the fintech and crypto assets practice at Jenner & Block and founded the firm's payments practice.In this episode, Reggie Young talks with Laurel about how enforcement and prosecution of fintech actually work in practice. They cover what puts a company on an investigator's radar, what genuinely exposes fintechs and banks to enforcement, how regulators and prosecutors assess good faith, and how she is advising clients to navigate debanking, KYC, and a fast-moving regulatory environment.Fintech Layer Cake is powered by Lithic, financial infrastructure that helps teams build better card and payments products for consumers and businesses.Chapters: 00:00 – Cold open: the risk everyone underrates 00:22 – Meet Laurel Loomis Rimon: DOJ, CFPB, and Jenner & Block 02:15 – Prosecuting E-gold, the first digital currency case 04:24 – The legal hooks before crypto law existed 05:48 – Money transmitting becomes a baseline concern 06:10 – What actually makes a company a target 07:13 – Why the company is rarely the target at the start 08:02 – Don't become the platform of choice for illicit actors 08:25 – Regulators are consumers too 09:39 – When the complainant is the regulator's own family 09:57 – What fintechs worry about too much 10:16 – The most boring risk: documentation 12:06 – Product thinking as a compliance skill 12:26 – How regulators assess good faith 12:58 – Why staffing is always key, even in the age of AI 14:18 – When growth outpaces compliance investment 15:40 – Where debanking comes from: Operation Choke Point 17:45 – Reputation risk and the regulatory whiplash 21:02 – How KYC changes amid the debanking pushback 22:25 – The executive order tension banks are caught in 23:34 – Advising fintechs to build for the next administration 25:41 – Where to reach LaurelNothing in this podcast should be construed as legal or financial advice.Subscribe for new episodes every other Wednesday. If you enjoy the show, leave a review on Apple Podcasts or Spotify to help more people in fintech find it.

What does it take to turn great advising ideas into published scholarship? In this episode of The Adventures in Advising, Ryan is joined by Melissa Cumbia, Sarah Bechtel, and Alanna Bitzel —members of NACADA's Publications Advisory Board—for an honest conversation about their journeys as writers, collaborators, and contributors to the academic advising profession. Together, they explore how publishing can be more approachable than many advisors realize and why every practitioner has valuable experiences worth sharing. From finding the right topic and building a supportive writing team to navigating imposter syndrome, feedback, and the publication process, this episode is filled with practical advice and encouragement for advisors at every stage of their careers. 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.

This hour: Sox have rattled off 7 in a row; Gonzo takes on Greg Bedard; TB12; Sox/Mets preview

Responding to comments from our Discord! -Deion advises Greg on his top 6! -Which teams have the most at stake?! The Sleepers Podcast is now available daily with new episodes every Monday-Friday! The College Basketball stock market is LIVE on Stakeholder! Buy low or sell high on teams as they lose and add players in the portal! Join using our link for an instant $15 bonus: https://stak3holder.com/join/sleepersmedia Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of CCA on the Air: Success to and Through College, we're joined by Christa Acampora, Buckner W. Clay Professor of Philosophy and Dean of the College and Graduate School of Arts & Sciences at the University of Virginia. Under her leadership, UVA has launched an innovative advising fellows model that embeds pre-major advising into the first-year academic experience through the Engagements curriculum. In this conversation, we explore why UVA redesigned advising, what it took to implement the model at scale, and what early results suggest about the power of relationship-centered advising to improve the student experience. 

What can one conversation change? In this inspiring episode of Adventures in Advising, guest host Dr. Melinda Anderson sits down with newly minted Dr. Erika Nixon-Lambert to explore how a chance encounter, the guidance of caring academic advisors, and the power of community transformed her path from the cosmetics industry to earning her Doctor of Pharmacy.Together, they discuss resilience, mentorship, nontraditional student success, and why advisors have the opportunity to shape lives one conversation at a time. It's a heartfelt reminder that while dreams may be delayed, they are never denied—and that the right support can help students discover just how far they're capable of going.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, Micah and Jarvis discuss the critical relationship between perceived value and fees in financial advising. They explore the concept of 'head trash'—the negative thoughts that can undermine an advisor's confidence in their value proposition. The conversation emphasizes the importance of conviction in one's value, strategies to enhance client relationships, and the necessity of maintaining a positive mindset. They also highlight the significance of a morning success ritual and the impact of surrounding oneself with the right influences. The episode concludes with a call to action for advisors to focus on delivering value rather than getting caught up in fee discussions. Head Trash: Overcoming Mental Barriers in Advising  [Episode 355] Resources in today's episode: - Micah Shilanski: Website | LinkedIn - Matt Jarvis: Website | LinkedIn - Learn More about our Coaching Programs

Most people walk into sales conversations and negotiations trying to convince. The most powerful people walk in already positioned. In this episode, I'm breaking down 5 positioning shifts (from uncovering the other party's real "why" to finding the gap and staying emotionally detached from the outcome) that change how you're perceived before you've said a word. If you've ever felt like you're chasing instead of commanding the room, this episode will change how you show up in every conversation that matters. June 15th, was the last day to request an application for The Elevate Experience Mastermind; however if you missed it we are taking 3 more spots, message me ELEVATE or reply to the newsletter for an application, we start soon!  July 1st's monthly virtual networking, connected circles event, did you RSVP yet? Link in my Instagram bio. Last month'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 Experience Mastermind 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 

What happens when a passion for mathematics evolves into a passion for student success? In this episode, Giancarlo Labruna from Penn State shares his unique journey from mathematics faculty member to academic advisor, reflecting on the mentors, experiences, and opportunities that inspired him to pursue a career dedicated to helping students thrive.We also dive into the growing role of scholarship in academic advising, exploring graduate education, research, professional development, and the future of the profession. Whether you're new to advising or a seasoned professional, this conversation offers valuable insights on mentorship, leadership, and the lifelong pursuit of learning.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, I speak with Terri Moloney, Chartered Director, about leading & advising in complex environments. Terri is a seasoned business leader with over 3 decades of international experience across private and public sectors, currently serving as an Independent Non-Executive Director at RTÉ and Enterprise Ireland. Hear how important values are to an organisation, what good HR really looks like, what leaders need to be focusing on in a period of transformation, how to step into a board position, and what leaders can improve on today. Connect with Shirley at ShirleyKavanagh.com and on LinkedIn. To learn more about Terri's work, connect with her on LinkedIn

Elizabeth Rea uses psychic abilities to advise CEOs and founders on high-stakes decisions, and previously worked with US federal agents solving cold murder cases. She's the founder of Insightful, where she provides expanded intelligence to help leaders make clearer decisions in complex business environments. Her work spans solving unsolved murders and guiding executives toward better outcomes. Rea had a near-death experience at 16 in a McDonald's bathroom. During the incident, she watched from outside her body as a nurse checked her pulse on a white Timex watch. She could hear people's thoughts and feel their emotions. That experience revealed to her that consciousness exists independently of the physical body. Her ability to access this expanded intelligence later helped solve a cold murder case in a Napa Valley tavern that had been unsolved for 20 years. She saw a man with dirty blonde hair and a white T-shirt, and visualized an old Cadillac with a tail fin. Thirty days after sharing these details, DNA evidence identified the murderer serving time in a Colorado prison. He had stolen the exact white Cadillac she described. Now Rea works confidentially with ethical founders, CEOs, and investors worldwide. Her clients seek her out for clarity, sharper decision-making, and understanding the forces at play in complex situations. She discusses how the CIA has infiltrated psychic programs and why government agencies continue using psychic abilities despite public denial. Guest: Elizabeth Rea, Founder of Insightful Website: insightful.com Buy my Books HERE ⁠⁠⁠⁠Newsletter ⁠⁠⁠ Join a Science and Spirituality Salon  More at: https://www.wtfjusthappened.net/ Full Show Notes https://shorturl.at/2uQAe Psi Games InternationalDates: July 31st - August 2nd, 2026Location: Charlotte, NC https://psigamesinternational.com/ Of all the events on Psi this is the most fun! The Psi Games are a tournament to explore, learn about and celebrate psychic abilities. You can join a team to compete or be a spectator. Team member focuses on one of five core categories - Remote Viewing, Mind Sight, Precognition, Psychokinesis, and Dowsing. This will be a transformative, fun, and playful weekend. There will also be some fascinating completely WTAF?! talks and presentations. Check out my conversation with The founder of Psi Games International, Hakim Isler. SomeWTF?! Podcast Guestswho will be giving talks Paul Smith, John Kruth, Dr. Jeff Tarrant, Dale Graff, Laura Lynne Jackson (hasn't been a guest but I never shut up about her in my books,  Forever Family FoundationLove Knows No Death Summer Grief Transformation Retreat 2026July 24 @ 4:00 pm - July 26 @ 5:30 pm Chester, Connecticut Join us!

In a multimedia podcast, the CEO of GISI Consulting Group discusses how the collective utilizes a roster of A-list firms under one platform, with 10,000+ employees advising on megaprojects across the globe.

Cristina Gomez reviews the latest UFO / UAP news and covers Avi Loeb's new White House-backed UAP Science Advisory Council featuring skeptic Michael Shermer, recent Pentagon UFO file releases with plasma orbs, Ryan Graves analysis, David Grusch updates, and Christopher Mellon's comments on still-classified evidence.To see the VIDEO of this episode, click or copy link - https://youtu.be/ik_80y8ztR8Visit my website with International UFO News, Articles, Videos, and Podcast direct links -www.ufonews.co00:00 - Skeptic on UFO Council01:15 - Avi Loeb Leads Panel02:30 - Shermer UFO Skepticism04:58 - New Pentagon UFO Files05:45 - Red Plasma Orbs Sighted06:50 - Colorado Potato UFO08:35 - Grusch Plasma BeingsBecome a supporter of this podcast: https://www.spreaker.com/podcast/strange-and-unexplained--5235662/support.

Hello and welcome to That's So Auburn! I'm Nancy Backus, Mayor of the City of Auburn, and today's episode is about government relations, which, I know, may sound like a very official title. But really, it's about relationships and advocacy, problem-solving, and making sure Auburn's voice is heard in the rooms where decisions are being made. Today I'm joined by Megan Utemei, the City of Auburn's Government Relations Policy Advisor. Megan works closely with me, our City Council, city leadership, regional partners, state legislators, federal offices and community organizations to help advance Auburn's priorities. Megan began at the City just over two months ago and she stepped into a brand new role at our city. And it couldn't have come at a better time, because the work she does matters. Whether we're talking about transportation, public safety, housing, infrastructure, economic development, or funding for major city projects, Megan's role is to help connect Auburn's needs with the people and resources that can help move them forward. Megan brings 10 years of experience working on federal and regional issues. A major part of her career was spent working with U.S. Senator Patty Murray's office in both Washington, D.C. and Seattle, where she helped secure federal funding and support for local elected officials, community-based organizations and stakeholders across King County. She has also worked on immigration issues as a congressional liaison to the Department of State and the Department of Homeland Security. Megan earned her Executive Master of Public Administration from the University of Washington, focusing on policy implementation at the federal, state and local levels through leadership. And outside of work, Megan was born and raised on the islands of Guam and Palau, and enjoys karaoke, reading, and spending quality time with her friends and family.

The questions: So what? And what's in it for me? When you answer these questions for your prospective clients, the next person you are in a conversation with and the next group/team that you lead watch what occurs when you not only answer these 2 questions, you have solutions many haven't even thought of yet as well as giving time & space for people to speak. June 15th, last day to request an application for The Elevate Experience! July's doors are open for the monthly virtual networking, connected circles event, message NETWORKING for more details & to RSVP for July 1st's meeting. June'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 thought-provoking episode of Adventures in Advising, guest host Dr. Gerron Scott sits down with Brandi Byers, academic advisor at the University of South Carolina and chair of NACADA's Advising Students with Disabilities Community. Together, they explore disability identity, accommodations, accessibility, and the critical role advisors play in supporting students through their educational journeys.This conversation highlights the importance of advocacy, mentorship, and meeting students where they are. Whether you're an advisor, educator, or student affairs professional, this episode offers meaningful insights into creating more accessible and equitable pathways to student success.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.

Noah and John sit down with Nadia Bartolucci of Douglas Elliman — leader of the #1 sales team in Brooklyn, a top 10 Elliman team nationwide, and a Wall Street Journal Top 250 team with nearly $1B in sales. This one is all about Brooklyn: luxury, inventory, bidding wars, boutique new development, and why the borough has officially become a destination in its own right. Nadia breaks down why Brooklyn luxury now parallels Manhattan, why renters are getting pushed into serious buyer mode, and why tight inventory is making the right listings move fast — often at or above ask. She also gets into how she prices resale vs. new development, what concessions buyers can still ask for, why agent relationships matter in bidding wars, and how she built a small-but-mighty team that developers trust. Topics in this episode: • Brooklyn luxury as a destination, not an alternative • Rental bidding wars and renter fatigue • Why buyers are desperate to plant roots in Brooklyn • Boutique new development vs. large amenity buildings • Transfer taxes, sponsor fees, and concessions • Brooklyn's tight supply-demand gap • Pricing resale vs. sponsor/new development product • Buyer strategy in competitive Brooklyn bidding wars • Why listing-agent intel can make or break a deal • Building relationships across the brokerage community • Breaking into boutique new development • Advising developers on floor plans, staging, pricing, and design • Running a small, accountable, high-performing team • Nadia's advice: say yes, work hard, and believe Nadia Bartolucci at Douglas Elliman: https://www.elliman.com/agent/nadia-bartolucci/1029593 The Bartolucci Team: https://www.elliman.com/team/the-bartolucci-team/226533 Nadia's Socials: LinkedIn: https://www.linkedin.com/in/nadia-bartolucci-237170a2/ Instagram: https://www.instagram.com/nmbarto Stay Connected: Noah's LinkedIn: https://www.linkedin.com/in/noah-rosenblatt-b9b17815 John's LinkedIn: https://www.linkedin.com/in/john-walkup2/ Website: https://www.urbandigs.com Instagram: https://www.instagram.com/urbandigs_nyc X: https://x.com/UrbanDigs Email: hello@urbandigs.com Key Timestamps: 0:00 – Introduction 0:47 – Brooklyn Luxury Is No Longer an Alternative 1:25 – Rental Bidding Wars in Prime Brooklyn 2:10 – Rental Fatigue & the Push Toward Buying 3:35 – Brooklyn Quality of Life, Green Space & Restaurant Energy 4:45 – Large New Development vs. Boutique Brooklyn Product 6:15 – Concessions in a Tight Inventory Market 8:00 – Brooklyn's New Development Pipeline 9:15 – Pricing Strategy for Resale Sellers 11:00 – Pricing New Development Against Developer Underwriting 12:00 – Brooklyn Buyer Strategy in Bidding Wars 12:45 – Calling the Listing Agent for Seller Intel 14:15 – Why Agent Relationships Matter 15:15 – Breaking Into Boutique New Development 17:15 – Why Honesty Wins With Developers 18:45 – Running a Small but Mighty Team 22:15 – Advice: “Never Say No” and Bet on Yourself 24:15 – Why Brooklyn's Mix Is Hard to Replicate With over $900M in listings priced, top NYC agents rely on UrbanDigs Advisor for independent pricing intelligence. Ask for a free demo: UrbanDigs.co Try UrbanDigs FREE — live market data, charts, and insights designed to get you from pitch to close: urbandigs.com Macro Monday — LIVE every Monday at 11AM on YouTube. Subscribe: @UrbanDigsNYC Past episodes: talkingmanhattan.com #brooklynrealestate #nycrealestate #brooklynluxury #douglaselliman #nadiabartolucci #talkingmanhattan #urbandigs #brooklynmarket #newdevelopment #biddingwars #rentalmarket #nycinventory

This is the question nobody around Aiyuk seems willing to ask out loud — who is in this man's ear? Because whoever is advising Brandon Aiyuk right now is doing him a career-ending disservice and somebody needs to say it. You don't go on social media when you're an untradeable, underperforming, overpaid wide receiver who the rest of the NFL has already evaluated and moved on from. You put your head down. You work. You let the tape do the talking in 2026. That is the only path back.  Subscribe to DB+ for the Bay Area's most unfiltered and honest sports coverage.  Sign up for PrizePicks with code: HMA and get $50 in lineups instantly when you play your first $5+ lineup! https://link.prizepicks.com/LME0/DAMON  Snapp AI: Use code "DamonBruceFree" when you sign up at: https://www.trysnapp.ai/  For advertising opportunities: contact@hogmedia.co Support the show by becoming a member: https://www.youtube.com/channel/UCcs13VXhiObJg6jGDw2xbZg/join  All Damon Bruce Plus content is available on your favorite podcast platform: https://pod.link/1681177856.    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A must listen to episode....especially if you are feeling slightly uncertain, unsure and not as confident as normal.....time to welcome in the wobble, what we resist and constantly "fix" keeps us searching; however you do get to practice tools to remind your brain and body what it always knew all along, before it got taught something differently, we love the unlearning process. July's doors are open for the monthly virtual networking, connected circles event, message NETWORKING for more details & to RSVP for July 1st's meeting. June'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, 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.

What does it take to advise Heads of State, broker back-channel diplomatic deals, and operate inside the world's most complex political environments, all while building a global firm from scratch?In this episode, Julian sits down with Vlada Galan, geopolitical strategist, crisis management expert, and founder of Oracle Advisory Group. Vlada advises Heads of State across five continents, has worked on elections and conflicts in over a dozen countries, and was awarded a medal by the Ukrainian government in 2023 for her work on behalf of her home country.But the bio only tells part of the story. Vlada arrived in America at six years old with her mother, a cardboard sign, and two words of English. Everything she's built—a Harvard master's degree, a multimillion-dollar advisory firm, a career at the highest levels of global power—came entirely from scratch.This is a conversation about what power actually looks like from the inside, what separates the people who own the table from everyone else trying to get a seat at it, and what a Ukrainian immigrant who once knew two words of English learned about success that most people never figure out.— Episode Chapter Big Ideas (timing may not be exact) —0:00 — Intro1:35 — Finland trip: disconnecting in the Arctic Circle7:50 — What do the people who own the table actually have?11:51 — "Everything you need is within yourself”—did she believe it on Day 1?15:06 — Standing outside the private city club: the three A's of overcoming imposter syndrome18:16 — How she found her way into geopolitical consulting22:03 — Why she prefers the harder, less glamorous engagements25:53 — What the first 48 hours of a crisis actually look like28:09 — Track 2 diplomacy: the back-channel work that never makes the news32:20 — Managing personal identity and professional neutrality as a Ukrainian consultant36:30 — The bank governor story: aggression as an asset40:45 — How to be the honest advisor in a room full of yes people43:41 — The most enjoyable part of running her own firm45:05 — How she takes care of herself: weight training, cooking, and real disconnection48:18 — How she determines what's a good fit as a client50:20 — The biggest misconception about her field54:05 — The hardest part of building something from nothing55:23 — Book recommendations57:44 — What would that six-year-old girl on the plane say?— Key Quotes from Vlada Galan — “If you want to hang on for the long term and develop a reputation for actually bringing change and bringing results, be the no person because that is the person in the room that is the most courageous to say what they actually think, no matter what the consequences might be.”"People will test your boundaries. The more you allow them to cross those boundaries and steamroll you, the more they're going to take advantage of that.”"You learn a lot more from losing than you do from winning. That acquiring of knowledge that you actually get from failing is exactly how you become successful."— Connect With Vlada Galan —Website: https://oracleadvisorygroup.com/ Book website: https://success-mentality.com/Instagram: https://www.instagram.com/vladagalan/— Connect with Julian and Executive Health —LinkedIn — https://www.linkedin.com/in/julianhayesii/X — https://x.com/thejulianhayesDon't let your biology become the bottleneck to the enterprise you're building. Book a private call —https://www.executivehealth.io/contactWebsite — https://www.executivehealth.io/***DISCLAIMER: The information shared is not meant to treat or diagnose any condition. This is for educational, informational, and entertainment purposes. The content here is not intended to replace your relationship with your doctor and/or medical practitioner. Consult your provider before making any decisions.

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.

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.

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 

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