Podcasts about advisor

In this quick Efficient Friday episode, Libby breaks down a stat that should stop every advisor in their tracks: 85% of clients have thought about switching advisors in the last year

1686 Wesley Read - PracticeCFO and Practice Orbit : Dentistry Uncensored with Howard Farran   Wesley Read, CPA, CFP®, is the Founder and CEO of PracticeCFO and Practice Orbit, and a nationally recognized financial strategist for dental practice owners. A former Big 4 accountant at Ernst & Young, Wes left corporate accounting to focus exclusively on helping doctors run more profitable practices and build long-term financial independence through CFO-level guidance. Through PracticeCFO, Wes provides dentists with integrated accounting, tax, payroll, and financial planning services, pairing each client with a dedicated CFO Advisor who understands both their business and personal finances. He is also the creator of Associates On Fire, a free financial education platform for dental associates, and the host of The Dental Board Room Podcast and The Dental Practice Sale Podcast. Wes holds both bachelor's and master's degrees in accountancy from Brigham Young University and is Series 65 licensed.  

Dollar vs. Gold: Why You Don't Need To Panic & #1 Retirement Fear (and Ways To Let It Go) While recent headlines might suggest the dollar is "plunging" as gold and silver prices soar, Wes Moss provides a grounded perspective on why the decline, while significant, is still well within historical ranges, and why he believes our economy is still strong. Also, Wes dives into the top fear facing Americans: the fear of running out of money in retirement. As humans, we are wired to prioritize protection and survival, but letting this fear dictate your financial strategy can be counterproductive. Wes breaks down the research behind this common anxiety and introduces five actionable steps designed to eliminate financial dread and help you regain confidence in your long-term plan. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the February 3, 2026, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes.  Let us know what you think in the comments! Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to episode 03 of our special Be a Coach Series. In this series, I answer questions about our Certified Fibromyalgia Advisor® class and what it takes to be a Certified Fibromyalgia Coach®. In episode one of the series, I explained what a Certified Fibromyalgia Advisor® is and what a Certified Fibromyalgia Coach® is. Episode two of the series was all about who makes a good coach and who is better suited to be an advisor. I also covered what you need and don't need to become a Certified Fibromyalgia Coach®. In this episode, we're taking a deeper look at why someone would want to become a Certified Fibromyalgia Coach®, why the world needs fibro coaches, and why you should consider becoming one.           Note: This episode is not meant to be medical advice. Every person and every situation is unique. The information you learn in this episode should be shared and discussed with your own healthcare providers. Did you catch our Virtual Open House? Tami answered the top six questions about our classes, plus the differences between our Advisor and Coach training paths, and which one might be right for you. Discover our tuition and payment options, and how our classes are tailored for fibro brains and bodies. Catch the replay of the event here. Don't like waiting? Get the full Be A Coach series NOW! Register to access the complete 'Be A Coach' series, along with several bonus episodes, delivered straight to your favorite podcast app. Use this link to sign up for FREE. Interested in hearing from our alumni about their journey in our courses? Register to receive our complimentary 'Fibromyalgia Stories of Hope' collection, automatically delivered to your favorite podcast app. Use this link to subscribe. Use this link to subscribe. For daily doses of hope, inspiration, and practical advice, join Tami on Facebook or Instagram. Need a good book to read? Download Tami's books for free. Ready to take back control of your life and health? Schedule a consultation with a Certified Fibromyalgia Coach®.

How can a Certified Crop Advisor help a grower?  Special guest Bobby Busick joins hosts Jeff Jarrett and Sal Sama for today's episode of The High Ground powered by Premier Companies.  Bobby is an award-winning Certified Crop Advisor and account manager for Premier Ag and has a wealth of agriculture knowledge to share!Bobby will share how he went from a kid on a farm to a decades-long career at the co-op working in a variety of roles including liquid application, working in the feed mill, and eventually to his current role as a Certified Crop Advisor and account manager.  From advancements in technology to the increase in no-till farming, Jeff, Sal, and Bobby will discuss changes in farming practices and operations.  You'll also hear Bobby's unique perspective as a family farmer and Orange County Soil and Water Conservation board member who is also an account manager at Premier. “What you're buying is the same thing I'm buying… I'm putting my bottom line into what I'm trying to sell them.”

Can 1 hour a day make you a millionaire? Bestselling author DAVID BACH reveals how the first-hour rule, retirement investing, passive income ideas, and 401k matching build financial freedom…FAST! David Bach is a 10x New York Times bestselling author and one of America's most trusted financial experts. He has helped millions become financially secure for life, and also serves  as Director of Advisor and Investor Education at AE Wealth Management. He is the consecutive New York Times bestseller with over 7 million books, including books such as: ‘The Automatic Millionaire, 20th Anniversary Edition'.  He explains:  ◼️Why saving $27 a day can outperform earning more money ◼️The phone automation trick that doubles your savings without willpower ◼️The hidden system that keeps most people in debt ◼️The real reason 70% of people stay broke despite earning more ◼️The wealth code for your 20s, 30s, 40s, and 50s (00:00) Intro (02:29) How I Helped Millions Become Millionaires (04:33) How My Grandma Became a Millionaire With an Average Job (09:25) Why Smart Women Finish Rich—And What They Do Differently (12:20) Why Boring Investments Are the Key to Long-Term Wealth (16:02) Why 50% Stay Broke—And How Just 1 Hour a Day Can Change That (19:28) The 70/30 Wealth Rule Millionaires Rely On (22:20) Are Homeowners Really Richer? What the Numbers Say (27:22) Stocks vs. Real Estate: What Builds Wealth Faster? (31:08) Is Buying a House Worth It After All the Hidden Costs? (34:39) Should You Put Your Down Payment Into the S&P 500 Instead? (36:25) Will Buying a House Limit Your Career and Mobility? (40:50) A Proven Framework to Get Out of Debt (42:39) How the Average Person Wastes $10,000 a Year (43:43) How Much You Need to Save Daily to Become a Millionaire (51:47) How to Save Tens of Thousands Without Noticing (54:00) Ad Break (55:03) The Real Dangers of Debt—And How to Escape Them (59:35) The Easiest Way to Boost Your Income Starting Today (1:02:54) Is Wealth Just a Mindset Game? Here's What to Know (1:05:19) How to Grow Your Savings Without Even Realizing It (1:10:16) This Simple Phone Hack Could Save You Hundreds a Month (1:13:24) Should You Invest in Tech Funds Right Now? (1:20:21) Ad Break (1:22:18) 6 Money Mistakes Most Couples Don't Realize They're Making (1:30:24) Why You Must Understand Your Partner's Finances (1:33:40) Why the Next Decade Is the Greatest Money-Making Opportunity Yet (1:36:10) Should You Pay Off Your Mortgage Early or Invest Instead? Enjoyed the episode? Share this link and earn points for every referral - redeem them for exclusive prizes: https://doac-perks.com  Follow David:  Website - https://bit.ly/3ZBpmbB  Instagram - https://bit.ly/3LTngkk  X - https://bit.ly/4t29SLg  YouTube - https://bit.ly/4t5y936  You can purchase ‘The Automatic Millionaire, 20th Anniversary Edition', here: https://amzn.to/4pZYBbH  The Diary Of A CEO: ◼️Join DOAC circle here - https://doaccircle.com/  ◼️Buy The Diary Of A CEO book here - https://smarturl.it/DOACbook  ◼️The 1% Diary is back - limited time only: https://bit.ly/3YFbJbt  ◼️The Diary Of A CEO Conversation Cards (Second Edition): https://g2ul0.app.link/f31dsUttKKb  ◼️Get email updates - https://bit.ly/diary-of-a-ceo-yt  ◼️Follow Steven - https://g2ul0.app.link/gnGqL4IsKKb  Sponsors: Function Health: https://Functionhealth.com/DOAC to sign up for $365 a year. One dollar a day for your health Vodafone - Check out the business.connected series here: https://www.youtube.com/playlist?list=PLn7S5nhm3VOzlPRcOV3ZU30hiiSJ26ozS    Factor: https://factormeals.com/diary50off with code DIARY50OFF

In this episode of The Derivative, Jeff Malec dusts off the dress shoes and steps out from behind the webcam for his first in-person interview since before COVID. He heads to Potomac's studio to sit down with Dan Russo, Portfolio Manager and CIO, for a conversation on why investing theory often breaks down when real life shows up. This chat covers why market timing isn't about catching every move, it's about avoiding the ones that cause lasting damage. Dan also explains how Potomac applies systematic, rules-based models built on trend, breadth, and intermarket signals, why cash is a position, and why many popular investing slogans oversimplify risk. SEND IT!Chapters:00:00-00:19= Intro00:20-08:05 = Tactical vs. Passive Investing, Education in Investing, & Understanding Market Timing and Drawdowns08:06-21:47= The Role of Education in Investing & Analyzing Market Trends and Health21:48-35:32= Combining Technical Analysis with Market insight35:33-45:22= Advisor relationships, Portfolio management & Market Psychology45:23-54:56= Cash as a Diversifier, Tactical Strategies & Risk management54:57-01:01:53= Future directions, Market Adaptation & The Evolution of Trading01:01:54-01:06:35=  Parkerization and Pinot: Hot Takes on the Modern Wine IndustryDon't forget to subscribe to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Derivative⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, follow us on Twitter at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@rcmAlts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and our host Jeff at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@AttainCap2⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, or⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ , and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠sign-up for our blog digest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Disclaimer: This podcast is provided for informational purposes only and should not be relied upon as legal, business, or tax advice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinions of RCM Alternatives, their affiliates, or companies featured. Due to industry regulations, participants on this podcast are instructed not to make specific trade recommendations, nor reference past or potential profits. And listeners are reminded that managed futures, commodity trading, and other alternative investments are complex and carry a risk of substantial losses. As such, they are not suitable for all investors. For more information, visit⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.rcmalternatives.com/disclaimer⁠⁠⁠⁠

InteleTravel is a HOME Agency not a Host Agency.  An 'Agent' is a booking vehicle that books a vacation FOR you... whereas an Advisor builds your dream vacation WITH you. InteleTravel does not simply 'Host' Advisors; we are not an Air B&B that provides a roof and all the essentials you may need.   We don't just give you a place to work; we give you a place to belong. Welcome HOME!

Watch on YT: https://www.youtube.com/watch?v=X_mqIiVtcskThe United States may be approaching a genuine breaking point.Across the country, two increasingly irreconcilable visions of America are colliding: one side demanding order, enforcement, and the restoration of state while the other viewing enforcement itself as illegitimate, immoral, or existentially dangerous.To explore this divide, Break The Rules brings together two voices who both want a high-trust society, but disagree sharply on how such a society can be rebuilt.Auron MacIntyre: a political writer and commentator focused on state capacity, legitimacy, and institutional breakdown in the modern West. He has contributed to The Blaze and other outlets, and has appeared on Tucker Carlson Tonight and related programs discussing law, enforcement, and the limits of liberal governance.He is the author of The Total State: How Liberal Democracies Become Tyrannies (2024), a critical examination of how modern liberal democracies can drift toward authoritarian outcomes through emergency powers, bureaucratic expansion, and weakened constitutional constraints. Drawing on his experience as a journalist during the Trump presidency and the COVID-19 pandemic, MacIntyre analyzes censorship, surveillance, selective enforcement, and the growth of unaccountable administrative power, questioning whether democratic systems reliably restrain authority—or instead enable its expansion under crisis conditions.https://x.com/AuronMacintyrehttps://www.amazon.com/dp/1684515580?ref_=cm_sw_r_cp_ud_dp_5Q231Q8CQ65W8Z0PTQ3HRio Veradonir: a political organizer, producer, and advisor working across multiple civic and advocacy organizations. He is the Founder and Editor of Queer Majority, a political publication focused on inclusion and liberal democratic values, and serves with the A.D. Bi Foundation. Rio is also a Producer at Bi.org, the world's largest bisexual advocacy organization, and the Lead Organizer of amBi, a national bisexual social and political network. In addition, he serves as an Advisor to Project Liberal and Illinois Values, where his work centers on civic engagement, coalition-building, civil liberties, and the preservation of democratic norms in polarized societies.https://x.com/RioVeradonirhttps://substack.com/@veradonirLev Polyakov (Host & Editor / Animator)https://twitter.com/Levpohttps://levpo.substack.com/http://youtube.com/levpolyakov--Consider Supporting BTR by:Becoming a Parton: https://www.patreon.com/breaktherules

We like to believe we remember more than we actually do. In this episode of The FutureProof Advisor, I explore the uncomfortable reality of the forgetting curve—and why it quietly undermines even the best client relationships. Within hours, much of what we hear fades. Within days, most of it is gone. For advisors, that gap isn't just a productivity issue—it's a trust issue, especially when clients assume the details they shared still live clearly in our minds.The real challenge isn't collecting information; it's making sense of it. CRMs are great at storing data, but they weren't designed to help us connect ideas, patterns, and insights across time. I talk about the difference between managing data and managing knowledge, and how tools like AI note‑taking and structured systems can reduce cognitive load without distancing us from the relationship. When information is organized around action—not just compliance—it becomes easier to spot what matters and respond with intention.Future‑proofing a firm doesn't mean remembering everything. It means building systems that surface the right insights at the right moment. By accepting our human limits and pairing them with thoughtful processes and technology, we can stay present in conversations without constantly relearning our clients from scratch. The goal isn't more information—it's better continuity, deeper trust, and advice that feels personal because it actually is.

A radiologist charts an unconventional path across startups, consulting, and venture capital. Amine Korchi, MD, speaks with host Siddhant Dogra, MD, about radiology training in Switzerland, development of a career advising startups, and leading the wave of innovation as a radiologist.

Is the Middle Class Shrinking? & the Quiet Power of Dividend Growth The middle class is shrinking — but perhaps not for the reason you've been told. While headlines often paint a bleak picture of economic decline, the underlying data reveals a much more complex and surprising transformation. Wes Moss dives into the "missing" middle class, using recent data to uncover where those families have actually gone since 1979. Also, Wes pulls back the curtain on a hidden force in the stock market: the math of dividend durability. While many investors are distracted by flashy price targets, they are overlooking a component that has historically accounted for over a third of the market's total return. Wes breaks down why a company's dividend policy is one of the most reliable signals of financial strength and how the "quiet persistence" of dividend growth has consistently outpaced inflation for over sixty years. Mentioned on the show: Fee Only Network - Find A Financial Advisor What Is a Fiduciary Financial Advisor and Do I Need One? How To Find and Choose a Financial Advisor Retirement Calculator Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the January 27, 2026, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes.  Let us know what you think in the comments! Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Patrick Witt, Executive Director of President's Council of Advisors for Digital Assets, joins CoinDesk's Sam Ewen to discuss the presence of crypto at Davos 2026 and President Trump's renewed pledge to make America the global center of innovation. Witt breaks down the tension between traditional banks and the crypto industry, and its impact on the market structure battle. - Timecodes 01:05 Crypto's "Turning Point" at Davos 02:10 The Future of Stablecoins and Crypto Regulation 03:26 U.S. Leadership in Crypto Innovation 06:45 The Path Forward for Crypto Legislation 09:56 The White House's Stand on Stablecoin Yield 12:14 Does Venezuela Have a Secret Crypto Stash? - This episode was hosted by Sam Ewen.

In this episode, Amanda Panda shares her journey from 7 years in Australian politics to building a personal branding empire, why your "flaws" are actually your brand, her controversial 60 Minutes appearance about not sending her daughter to school, and the three stories every founder needs to tell to build authority.Episode Timestamps0:00 Trailer0:55 Introduction1:07 Amanda's Career Start in Politics2:31 Helping Small Businesses on the Side3:06 The "Oh Shit Fund" and Going Solo3:26 Why She Left Politics ("Using My Craft for Evil")5:23 Politicians Losing Authenticity in the System6:04 PR, Propaganda, and Human Influence7:09 Misinformation and Fear Campaigns in Politics9:01 Trump vs Kamala: Attention vs Likability11:58 Overcoming Imposter Syndrome12:30 Your Uniqueness IS Your Brand14:05 Why You Need to Polarize (Pick a Side)15:34 How to Find Your Message17:18 Value-Driven Content vs Self-Absorbed Content19:06 Content Pillars: 3-6 Topics Max20:53 Being Authentic vs Being Strategic22:23 James Smith: Online Persona vs Real Person23:08 Psychology Behind Personal Branding23:48 Clifton StrengthsFinder and 16 Personalities25:13 40-Page Strategy Documents26:05 $500K from One Podcast Appearance26:37 Why PR Works (Emotional Connection)28:29 Propaganda Book by Edward Bernays30:12 Controlling the Narrative30:33 The 60 Minutes Story That Went Wrong34:17 Not Sending Her Daughter to School35:22 Her Daughter at 3: 8 Countries, 150+ Hours Flying36:31 AI Tutoring and Alternative Education37:44 How She Took Back the Narrative (Mamamia Op-Ed)38:37 Create Your Own Media (Podcast, YouTube, TikTok)39:26 The Three Stories Every Founder Needs40:28 Repeat Your Message 10 Times Before It Lands41:07 Daily Journaling for Content Ideas42:28 Sharing Struggles Without Being Cringe43:00 Mercury Retrograde and "Gatorade" Seasons45:17 Women's Hormonal Cycles and Productivity48:27 Building Empires by Elena Cardone49:11 Journaling Through Identity Shifts49:54 How to Rebrand Yourself51:00 "When a Woman Changes Her Hair, She's About to Change Her Life"52:31 Balancing Business, Marriage, and Motherhood54:46 Outsourcing Below Your Hourly Rate55:02 $11/Hour Nannies in Bali and Fiji55:46 70 Hour Weeks Across Mom and Business56:10 Quality Time in Bursts (Not Weekly Routines)57:19 Extraordinary Life Requires Extraordinary Sacrifice58:06 Checking Yourself: You're in the 0.0001%58:54 Where to Find Amanda59:12 Advice to 18-Year-Old Self: Peace Over People-PleasingAbout Amanda PandaPersonal branding strategist and PR expert who spent 7 years in Australian politics before building her own agency. Pioneer in personal branding space with 40-page strategy documents and $500K generated from a single podcast appearance. Now hosts a podcast for ambitious women navigating entrepreneurship and motherhood while raising her daughter Ariella with husband Jack.Connect with Amanda Pandahttps://www.instagram.com/amandapandadelosa/Connect with Mehttps://www.youtube.com/@morgantnelsonhttps://www.instagram.com/morgantnelson

What if staying with a host agency as an experienced travel advisor isn't about settling, but about scaling smarter? In this episode, Whitney is joined by Margaret Haas Wolf of Brownell to explore what true mutual investment can look like between a host agency and an established travel business. They discuss why support should evolve as advisors grow, not disappear, and how strategic partnership can impact margins, confidence, and quality of life. Margaret shares how engaged host agencies can help experienced travel advisors make more intentional decisions, from refining fees to simplifying operations. This conversation offers a thoughtful reframe on what success can look like beyond commission splits and why the right support at the right stage can change everything.

In this episode of Building the Billion Dollar Business, Ray Sclafani breaks down why advisor movement data should be treated as an early warning system and not industry gossip. While the number of advisors changing firms has remained steady, a more concerning trend is emerging: more advisors are leaving the profession entirely than entering it.Ray explains that this shift isn't driven by compensation alone. Instead, advisors are making intentional decisions based on leadership clarity, career path visibility, enterprise value, and control over their future. He outlines four critical decision points for firm leaders in 2026: rethinking retention beyond pay, recruiting for long-term fit, aligning custodian and broker-dealer relationships with strategic purpose, and putting leadership development front and center.The episode challenges RIA and wealth management leaders to confront strategic ambiguity, leadership bottlenecks, and platform misalignment before retention issues show up in the P&L. The message is clear: firms that provide a credible future will keep top talent and those that don't won't.Key TakeawaysAdvisor movement data is an early warning system that reveals where confidence in leadership and long-term value is eroding.More financial advisors are leaving the profession entirely than entering it, signaling a deeper industry challenge beyond firm-to-firm movement.The cost of replacing experienced advisors far exceeds the cost of retaining and developing existing talent.Firms overly dependent on a single founder or leader create bottlenecks that limit growth and retention.Clear leadership pathways and role clarity are essential to sustaining advisor confidence and long-term firm value.Questions Financial Advisors Often AskQ: What does advisor movement data reveal about the wealth management industry? A: Advisor movement data shows where advisors believe long-term value exists and serves as an early warning system for leadership, retention, and strategic alignment issues.Q: Why are financial advisors leaving firms if compensation remains competitive? A: Advisors leave when they lack leadership clarity, role clarity, and a credible long-term career path, not simply because of pay.Q: Are more advisors leaving the profession entirely? A: Yes. In 2025, more advisors exited the profession than entered it, indicating a growing talent decline in the industry.Q: What is the real cost of losing experienced financial advisors? A: Replacing senior advisors typically costs one-and-a-half to two times their total compensation when factoring in lost productivity, recruiting time, and client disruption.Q: What role does leadership play in advisor retention? A: Advisors closely evaluate leadership development, decision-making structure, and whether firms rely too heavily on a single founder or leader.Q: Why do advisors say they are “voting with their feet”? A: Advisors move firms to gain more control over their future, their clients, and their long-term career trajectory, not because they want more change.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

The Honorable Fravia Marquez, Advisor to Venezuela's National Assembly and Spokeswoman to Cumbe International (African Descendants in the Americas) Fravia Marquez and Obi Egbuna, External Relations Officer of the Zimbabwe Cuba Friendship Association and Co-founder of the Shirley Graham Du Bois-William Worthy Media and Friendship Collective, with the latest on Venezuela.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Service Managers and Service Advisors — If you're dealing with angry customers, escalations, or CSI issues, the problem usually isn't the customer. It's the system behind the interaction. In this episode of Service Drive Revolution #343, the conversation breaks down why most "difficult customers" in Fixed Ops are created by poor communication, unclear expectations, and weak leadership systems — and how service managers can fix it. This episode covers: ✅ Why arguing with customers makes situations worse ✅ How poor communication creates unnecessary conflict ✅ The leadership skill of absorbing tension and defusing emotion ✅ How to trace customer complaints back to process failures ✅ Why intention matters more than being "right" ✅ How to turn upset customers into long-term loyal customers If you're a service manager, service advisor, or Fixed Ops leader struggling with: - CSI problems - Customer escalations - Negative reviews - Advisor burnout - Constant complaints

Intelligence Notes: WEF Advisor and Historian: Yuval Harari Warns [Ai]Will Soon take over Religion,Laws and Jobs.For those who would like to financially support and contribute to the enhancement of this podcast show its Research and Educational Programmes send all funds and gifts to:[$aigner2019 (cashapp)] or [https://www.paypal.me/Aigner2019] or [Zelle (1-617-821-3168).]Shalom Aleikhem!

Ken Ford of Ford Wealth Management, who we first interviewed in 2015, shares why he is done with the K-12 403(b) market.  Ford Wealth Management 2015 Pod with Ken  The 7Twelve Portfolio Learned by Being Burned (short pod series about K-12 403(b) issues) 403bwise.org Meridian Wealth Management Nothing presented or discussed is to be construed as investment or tax advice. This can be secured from a vetted Certified Financial Planner (CFP®).

Frank Kosarek is the co-founder of BizPort, a mergers-and-acquisitions marketplace launched in November 2025. Before that, he was head of acquisitions for a large ecommerce aggregator.He says buyers of ecommerce businesses today focus on discretionary earnings, not revenue, and seek recurring sales, such as subscriptions.He addresses those items, the state of ecommerce M&A, and more in this episode.For an edited and condensed transcript with embedded audio, see: https://www.practicalecommerce.com/ma-advisor-on-ecommerce-valuationsFor all condensed transcripts with audio, see: https://www.practicalecommerce.com/tag/podcasts******The mission of Practical Ecommerce is to help online merchants improve their businesses. We do this with expert articles, podcasts, and webinars. We are an independent publishing company founded in 2005 and unaffiliated with any ecommerce platform or provider. https://www.practicalecommerce.com 

Maha Abouelenein is a strategic communication expert, best-selling author, and entrepreneur with more than three decades of experience. As the CEO and Founder of Digital and Savvy, a global communications consulting firm with offices in the United States and United Arab Emirates, Maha has been instrumental in orchestrating transformations in communication strategies for clients that include global corporate giants, high-growth startups, sports organizations, top governments, CEOs, and high-net-worth individuals. In 2024, Maha released her debut book, 7 Rules of Self-Reliance: How to Stay Low, Keep Moving, Invest in Yourself, and Own Your Future which became a USA TODAY bestseller and provides a transformative guide on mastering self-reliance. Raised and educated in the United States to Egyptian parents, Maha is at home in both Western and Arab worlds, offering a global perspective that translates into her work. She serves as a bridge between cultures, providing invaluable support to companies and high-profile executives seeking to navigate business opportunities in the Middle East market, including the UAE, Saudi Arabia, and Egypt. She is active in the tech, sports, entertainment, and gaming industries. Maha is an Advisor to the BRIDGE Alliance, Lockchain.ai, JumpShot (the Top Golf of Basketball), the Global Gaming League, sits on the Global Board of Directors of the Associated Press, and is on the Board of the Animal Humane Society. Maha handled communications for some of the world's largest tech companies in the Middle East—from Google and Netflix to Udacity and Careem (Uber Middle East)—and more. She helped PR giant Weber Shandwick cement their presence in the Middle East, opening 18 offices in the region and leading the Cairo operation. She supported the largest IPO and the largest acquisition in Egypt's history at Orascom Telecom.

In this episode, Ryan Spalding, Managing Advisor at Gibson, shares lessons from building and selling an insurance agency and explains where companies most often miscalculate property and casualty risk. 

In the 182nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the happiest time in an advisor's career—and how that may be fueling the industry's succession planning gap. For full show notes, see kitces.com and thesocietyofadvice.com.

Can artificial intelligence help you get MORE personal with your clients? Eric Ludwig, PhD, CFP®, and Liam Hanlon of Jump AI discuss artificial intelligence use cases in financial services, the opportunities it provides for those in the industry, and the benefits it offers to advisors and clients who are able to save time on the tedium of meeting prep, notes, and more — all in the service of recommitting that time to the development of deeper client relationships.  Find all episodes at TheAmericanCollege.edu/Shares.

In this episode, Ryan Spalding, Managing Advisor at Gibson, shares lessons from building and selling an insurance agency and explains where companies most often miscalculate property and casualty risk. 

Read the full transcript here. The Clearer Thinking Podcast listener survey is here! If you've ever listened to the Clearer Thinking podcast before, we'd love it if you'd take our listener survey so we can learn about your experience and improve the podcast based on your feedback. Give feedback to help us improve the Clearer Thinking podcast! What would a global ban on industrial animal agriculture by 2050 actually achieve across welfare public health and climate? Can a phased transition built on price taste and convenience overcome identity, culture, and religion in shaping diets? Which mix of informational, financial, and regulatory policies shifts behavior without backlash? Where is the line between small humane farms that persist and large systems that must end? How do we align consumer values with daily choices when cognitive dissonance makes the topic uncomfortable? When does a little guilt motivate change and when does it harden resistance? What evidence would show that plant-based and cultivated options have reached parity that tips the market? How do we protect farmers and workers while shrinking harmful production at scale? What are the realistic tipping points for social norms around meat in different communities? If the expected suffering avoided each year dwarfs human history how should that reshape priorities? Jeff Sebo is the Director of the Center for Environmental and Animal Protection, Director of the Center for Mind, Ethics, and Policy, and Co-Director of the Wild Animal Welfare Program at New York University. He is also a Faculty Fellow at the Guarini Center on Environmental, Energy & Land Use Law at the NYU School of Law and an Advisor at the Animals in Context series at NYU Press. His research focuses on moral philosophy, legal philosophy, and philosophy of mind; animal minds, ethics, and policy; AI minds, ethics, and policy; and global health and climate ethics and policy. His books The Moral Circle and Saving Animals, Saving Ourselves are out now. Links: WILD Lab Eleos AI Jeff's Website Staff Spencer Greenberg — Host + Director Ryan Kessler — Producer + Technical Lead WeAmplify — Transcriptionists Igor Scaldini — Marketing Consultant Music Broke for Free Josh Woodward Lee Rosevere Quiet Music for Tiny Robots wowamusic zapsplat.com Affiliates Clearer Thinking GuidedTrack Mind Ease Positly UpLift [Read more]

After facing divorce, financial hardship and even losing her home in a wildfire, Bridget Venus Grimes rebuilt her life and career around helping other women do the same, taking control of their finances, finding community and redefining success on their own terms. In this episode of The Healthy Advisor, host Diana Britton sits down with Grimes, president of WealthChoice and co-founder of Equita Financial Network, to explore her journey from Wall Street trader to pastry chef to financial planner for breadwinner women. From personal struggle to powerful purpose, Grimes reveals how she built a network to uplift female advisors and how coaching, balance, and connection helped her thrive through life's toughest seasons. She discusses: The unconventional path that led Bridget from trading floors to Paris kitchens and back to finance How divorce, debt and disaster shaped her passion for empowering women through financial planning Why pay inequity and lack of flexibility persist for women in financial services What inspired her to create Equita Financial Network How coaching, community, and boundaries can protect advisors from burnout Resources: Listen to The Healthy Advisor on Wealth Management Subscribe and listen to The Healthy Advisor on Apple Podcasts Subscribe and listen to The Healthy Advisor on Spotify The Healthy Advisor: Overcoming Insecurities and Self-Doubt With Stephanie Bogan Focused on the Future: Breadwinner Women, Gen Z, and Succession with Bridget Venus Grimes Connect with Wealth Management: Wealth Management LinkedIn: Diana Britton diana.britton@informa.com LinkedIn: Informa LinkedIn: Wealth Management Connect With Bridget Venus Grimes: LinkedIn: Bridget Venus Grimes bridget.grimes@wealthchoice.com Equita Financial Network LinkedIn: Equita Financial Network WealthChoice LLC LinkedIn: WealthChoice LLC About Our Guest: Bridget Venus Grimes, CFP, is President of WealthChoice, a wealth management firm for women executives, and Co-founder of the SEC-registered investment advisor Equita Financial Network, a community of women-led financial planning firms. Bridget began her career in 1987, trading stocks for private hedge funds in New York City, before pursuing her passion for financial planning for women. Bridget believes in empowering women to take confident steps toward a better life. She authored the best-selling book Corner Office Choices: The Executive Woman's Guide to Financial Freedom and has written countless articles for major US media channels. Her commitment to women's financial education extends not only to women professionals but also to fellow financial planners. She has spoken at major industry conferences and co-hosted the Financial Planning Association's Women's Knowledge Circle. Bridget splits her time between Arizona and California and enjoys boating, golf, entertaining, anything French, and, most of all, cooking. She holds a B.A degree in German language and literature and a minor in Art History from Mount Holyoke College.

On this episode of our "Leaders in ERP Series", Shawn Windle speaks with Melissa Korzun, Vice President of Industry Solutions at Kantata. Windle and Korzun discuss the recent developments in the professional services industry, the role AI is playing in those advancements, and how businesses in the space can unlock the full potential of AI without sacrificing confidence or control.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Large Cap vs. Small Cap: Which Is Best? & Why Your Returns Don't Match the Headlines With the median S&P 500 company now valued at $35 billion and "Mega Caps" like Microsoft reaching the $3+ trillion mark, the scale of the market has reached levels that are difficult to even conceptualize. While large caps have dominated the last three years with returns, Wes highlights why investors shouldn't ignore small and mid-cap categories. With small caps currently catching up in 2026 and offering more attractive valuations, diversifying beyond the top 10 stocks in the S&P 500 is more critical than ever. Also, have you ever wondered why individual investors consistently underperform the broader market. While the S&P 500 has averaged a 13% return over the last decade, the average balanced investor has seen closer to 8%. Wes discusses the framework needed to stop chasing headlines and start building long-term wealth. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the January 20, 2026, Ask an Advisor episode of the Clark Howard podcast.. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes.  Let us know what you think in the comments! Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to episode 02 of our special Be a Coach Series. In this series, I answer questions about our Certified Fibromyalgia Advisor® class and what it takes to be a Certified Fibromyalgia Coach®. I cover all the basics… the who, what, when, where, why, and even the how. Don't understand what a Certified Fibromyalgia Coach® or Adviser is? No problem. Just pop on over to episode one of the series because that is exactly what we covered in that episode. In this episode, I'm covering the who. Who makes a good coach? Who makes a good Certified Fibromyalgia Coach®? Who makes a good Certified Fibromyalgia Advisor®? And, how do you know which one you might be? I also cover what I look for in the applications I accept into the training program and what you need and don't need to join us a become a Certified Fibromyalgia Coach® or Advisor yourself.         Note: This episode is not meant to be medical advice. Every person and every situation is unique. The information you learn in this episode should be shared and discussed with your own healthcare providers. Join us at our next Virtual Open House! Tami will answer the top six questions about our classes. Learn the differences between our Advisor and Coach training paths, and uncover which one is right for you. Discover our tuition and payment options, and how our classes are tailored for fibro brains and bodies. Register for the FREE event here. Don't like waiting? Get the full Be A Coach series NOW! Register to access the complete 'Be A Coach' series, along with several bonus episodes, delivered straight to your favorite podcast app. Use this link to sign up for FREE. Interested in hearing from our alumni about their journey in our courses? Register to receive our complimentary 'Fibromyalgia Stories of Hope' collection, automatically delivered to your favorite podcast app. Use this link to subscribe. Use this link to subscribe. For daily doses of hope, inspiration, and practical advice, join Tami on Facebook or Instagram. Need a good book to read? Download Tami's books for free. Ready to take back control of your life and health? Schedule a consultation with a Certified Fibromyalgia Coach®.

In Episode 202 of the Model FA Podcast, David DeCelle sits down with Arnulf Hsu, CEO & Founder of GReminders, to break down what "end-to-end meeting management" actually looks like for financial advisors—from automated scheduling and reminders, to pre-meeting briefs, AI note-taking, workflows, and post-meeting follow-ups. Arnulf shares his journey as a serial SaaS entrepreneur and explains why wealth management became the ideal vertical for automation—especially as "note takers" became table stakes. You'll also hear what advisors struggle with most (change management + compliance), why deep native integrations matter, and where AI meeting tech is going next (document intelligence, KPI insights, and profitability analytics). What You'll Learn 00:00 – Intro + guest welcome (Street Cred connection) 02:05 – Arnulf's background: enterprise SaaS exits + why wealth tech 06:40 – Why wealth management is "ripe" for innovation 09:10 – Why GReminders picked wealth as a vertical (focus + integrations) 13:10 – What GReminders does: end-to-end meeting management 18:40 – Automated scheduling + team meetings (ops time-saver) 23:10 – Pre-meeting briefs + pulling context across systems 28:10 – AI note-taker + action items + draft follow-up emails 33:40 – Adoption: change management + why back-office AI wins 39:10 – Compliance, security, and archiving/journaling expectations 44:05 – Roadmap: document intelligence + more native integrations 49:10 – KPI/profitability analytics + coaching advisors to improve 55:20 – Final takeaways + where to learn more If review season scheduling is crushing your team, or your meeting prep and follow-up are inconsistent, this episode is a blueprint for how advisors are gaining back months of capacity. Connect with Arnuff: Website: https://www.greminders.com/ LinkedIn: https://www.linkedin.com/in/arnulfhsu/ About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no "gotchas" or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.    

In this episode, Libby sits down with transition expert Shelby to unpack the increasingly complex landscape of advisor independence. With more channels, platforms, and business models than ever before, many advisors feel the pull to explore new options — but don't know where to start. Together, they walk through how to think strategically about change, avoid costly missteps, and design a transition that truly supports your long-term vision

THE DEATH OF LOUIS HOWE AND THE POLITICAL VACUUM Colleague David Pietrusza. In April 1936, Franklin D. Roosevelt faces a critical moment as his longtime advisor, Louis Howe, lies dying. Howe, an unsightly and acerbic man who "worshipped" Roosevelt, had guided FDR from the New York State Senate to the White House. He was instrumental in political strategy and also pushed Eleanor Roosevelt toward greater activism following the revelation of Franklin's affair. With Howe's death, Roosevelt loses his "political mastermind" just as the re-election campaign begins. This loss raises questions about whether the President has the political smarts to navigate the upcoming challenges without his mentor's guidance. NUMBER 11936 SWITZERLAND REVENUE

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Brian and Jeremiah dive one of the biggest questions investors should be asking: how do you know if your financial advisor is truly working in your best interest—or quietly profiting from hidden fees? This show starts by breaking down fiduciary vs commission-based advice, why transparency matters, and what listeners should ask to uncover all-in advisory costs—including mutual fund expense ratios, 12b-1 fees, and confusing share class structures like A, B, and C shares. Plus, practical call-in planning: a homeowner selling property after decades in California learns how the $500,000 home-sale capital gains exclusion works for married couples, how improvements affect cost basis, and why moving states or turning a home into a rental can change tax outcomes. Finally, the hosts cover gig-economy tax basics—how DoorDash/1099 income gets taxed, the role of Schedule C, and why tracking deductions and mileage is essential.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Hosts: Jeremiah Bates & Brian Wiley ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————

As courts rebuke ICE violence in Minneapolis, and Donald Trump doubles down on corrupting the Justice Department by opening investigations into Minnesota Gov. Tim Walz and Minneapolis Mayor Jacob Frey, Americans are watching everything that is taking place and are not liking what they see. Jen Psaki looks at how the tide has turned on Trump after his obnoxious handling of what used to be his strongest issue, immigration. Many Americans don't realize that Donald Trump has sent so many ICE agents to the Twin Cities area that they are literally everywhere, and of course, they are not a benign presence. St. Paul, Minnesota Mayor Kaohly Her talks with Jen Psaki about what life is like in a Donald Trump police state and how neighbors are trying to help and protect each other from the malevolent presence of Trump's federal enforcers. To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

TOPIC: Mobility PANEL: Larry Burns, Advisor, Author; Jamie Butters, Freelance; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv

In this episode of the Grad School Femtoring podcast, I address the crucial factors to consider when choosing a thesis or dissertation advisor for graduate school. Drawing from my experience coaching graduate students, I emphasize the importance of communication styles, respect, kindness, and support beyond just research alignment. I break down the topic into two scenarios: for those applying to grad school and those needing to change advisors mid-program. I provide actionable advice on gathering information and assessing advisor fit to ensure a positive grad school experience.Click here to learn more and sign up for my group coaching program, the Grad Empowerment Coaching Circle, by January 19.If you liked this episode, check out episode 57 on how to secure a faculty mentor, episode 188 on strategies for dealing with a toxic advisor, and episode 48 on establishing a good relationship with your advisor.Get your free copy of my Grad School Femtoring Resource Kit here.Support our free resources with a one-time or monthly donation.I am excited to share a trailer for The American Dream in the Eyes of Immigrants Podcast. This 2x award-winning podcast, hosted by Heidy De La Cruz, features immigrants sharing their stories of migrating to the United States. Listen in as they share about their lives back home, culture shocks they first experienced, and what the American Dream means to them. You can listen wherever you listen to podcasts or watch on YouTube. New episodes are available every Tuesday. https://open.spotify.com/show/1cieU8Wg7IRJG33nn0cAzP?si=66892198be964c8cTo download episode transcripts and access more resources, go to my website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://gradschoolfemtoring.com/podcast/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*The Grad School Femtoring Podcast is for educational purposes only and not intended to be a substitute for therapy or other professional services.* Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Top Putin advisor warns that if the Ukraine war continues like this, Russia will nuke Germany and the UK. Paid partnerships with: Masa Chips: Get 25% off with code TUCKER at https://masachips.com/tucker Charity Mobile: A pro-life company serving pro-life customers and supporting pro-life causes for 30 years. Visit https://charitymobile.com/Tucker and use promo code TUCKER to get a free phone with free activation, free shipping, and a free gift with every new line of service. Battalion Metals: Shop fair-priced gold and silver. Gain clarity and confidence in your financial future at https://battalionmetals.com/tucker Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to Life in the Leadership Lane where I am talking to leaders making a difference in the workplace and in our communities. How did they get to where they are and what are they doing to stay there! Buckle up and get ready to accelerate in the Leadership Lane! This week, I am talking with Brandon McCormick, CFP, AIF, CRPS, CPFA, Partner and Advisor, Prime Capital Financial, and2026 DallasHR President.How did Brandon get started in his career and whatled him to finance and leadership?What does Brandon share about the finance market?hat does Brandon share about “finding his lane”?What does Brandon share about building trust?What does Brandon share about goals and risktolerance? What does Brandon share about volunteer leadership?What does Brandon share about certification value?What advice does Brandon share to help others in theworkplace? …and more as we spend “Time to Accelerate” with afew more questions. Interview resources:Favorite quote from Brandon:“Keep moving forward. When you look back, you'll realize how far you have come.”Connect with Brandon on LinkedInVisit Prime CapitalVisit DallasHRLearn more about the podcast host Bruce WallerCheck out Bruce's books Drive With Purpose: Move Your Career from Success toSignificance (#1 New Released book on Amazon)Life in the Leadership Lane; MovingLeaders to Inspire and Change the Workplace Find Your Lane; Change yourGPS, Change your Career (“Book Authority” Best Books)Milemarkers; A 5 Year Journey …helping you record daily highlights to keep you on track.Connect with Bruce on LinkTreeSubscribe to Bruce's Blog “Move to Inspire” Get relocation support for your next household goods orcommercial office move across the US by reaching out to Bruce at bwaller@goarmstrong.com or visit The Armstrong Company

In this episode of "The Free Lawyer" podcast, host Gary interviews M&A advisor David Shavzin about how lawyers can prepare their firms for sale or transition. David explains the importance of reducing owner dependency, improving productivity, and building sustainable marketing systems to increase a law firm's value. They discuss strategies for gradual exits, the emotional challenges of leaving a practice, and the need for early planning. David also highlights the value of revenue diversification and assembling a trusted advisory team. The episode offers practical advice for lawyers seeking freedom while preserving their professional legacy.David is an M&A Advisor and Exit Strategist who truly understands what business owners go through when they start thinking about their exit strategy and the real value of what they have built.What makes David stand out is his rare combination of deep M&A transaction experience, strategic planning expertise, and business valuation knowledge. He founded The Value Track to help owners understand and grow their company's value — whether they are planning to exit in two years or ten.He does not just focus on the sale - he helps owners look 3–5 years ahead and build value systematically. It is a practical, forward-looking perspective that most business owners will benefit from, whether or not they are actively thinking about an exit.David's Background and Human Element in Exits (00:01:07) Learning the Importance of Personal Conversations (00:02:27) What Makes a Law Firm Sellable? (00:04:50) Myths vs. Reality of Selling a Law Firm (00:08:12) Optimizing Value and Owner Irrelevance (00:09:40)Productivity, Process, and Marketing Systems (00:12:31)Building a Marketing Machine (00:13:35) The Buyer's Perspective and Value Multipliers (00:15:05) Team Quality and Internal Dynamics (00:17:31) TPersonal Goodwill vs. Enterprise Goodwill (00:20:08) Deal Structures for Gradual Transition (00:22:12) When to Start Exit Planning (00:23:53) Cost of Waiting Too Long (00:25:18) Navigating Post-Sale Identity Crisis (00:26:11) Strategic Exit Planning for Freedom (00:28:12) Most Overlooked Value Creation Strategy (00:29:37) First Steps for Lawyers Considering Exit (00:31:58) Take The Free Lawyer Assessment (10 minutes, completely free):https://www.garymiles.net/the-free-lawyer-assessmentWhat you'll get immediately:✓ Your Professional Freedom Score (out of 300 points)✓ Breakdown across Internal Authority, Sustainable Excellence, and Authentic Practice✓ Personalized action plan in your inbox✓ Specific steps you can take this weekWould you like to learn what it looks like to become a truly Free Lawyer? You can schedule a complimentary call here: https://calendly.com/garymiles-successcoach/one-one-discovery-callWould you like to learn more about Breaking Free or order your copy? https://www.garymiles.net/break-free

Key takeawaysStart building your advisor relationships 6–12 months pre-exit—waiting until LOI puts the close at risk (“time kills all deals”).Your M&A advisor is the quarterback: runs the process, manages buyer psychology, protects your time, and helps prevent value leakage and retrades.Advisor red flags: guaranteed above-market multiples, vague deliverables, weak references, and “exclusive” lockups that pay them no matter what.Use an experienced M&A attorney (not a generalist) who understands negotiation tradeoffs—over-lawyering can derail otherwise good deals.Tax + financial hygiene matter: get clean, diligence-ready financials and understand structure implications; a QoE may not be required if you're already well-prepared. Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

What if stronger relationships really did come down to just three things?In this episode, I sit down with Shasta Nelson, one of the most respected voices on the science of connection. She's a speaker, author, and researcher whose work on relationships has been featured in Harvard Business Review and TIME, whose TEDx talks have reached nearly a million viewers, and whose frameworks are used by companies like Google, LinkedIn, and Walmart.Shasta breaks down the simple relationship triangle that explains why some connections grow deeper while others quietly drift away. We explore how this framework applies directly to the relationships advisors care about most, including clients, teams, spouses, and close friends.We also talk about why high-performing advisors can still feel disconnected, how trust is shaped in small moments rather than big gestures, and how you can intentionally start, strengthen, or even repair relationships instead of leaving them to chance.If you want deeper client trust, stronger teams, and relationships that actually support your life outside the office, this episode gives you a clear way to think about all of it.3 of the biggest insights from Shasta Nelson…#1.) The Relationship Triangle Explains Why Connections Grow or DriftShasta introduces a simple triangle built on positivity, consistency, and vulnerability. Every relationship, whether with clients, team members, or family, operates on these three forces. When one weakens, trust doesn't usually break. It slowly fades.#2.) High Performers Can Be Surrounded by People and Still Feel Lonely Many advisors interact with people all day and still feel disconnected. Shasta explains that loneliness isn't about a lack of relationships. It's about a lack of depth. Without relationships at the top of the triangle, connection feels transactional instead of meaningful.#3.) Stronger Client and Team Relationships Can Be DesignedOnce you understand the triangle, relationships stop being accidental. From first impressions to final moments, rituals, and shared experiences, advisors can intentionally start, strengthen, and even repair relationships instead of leaving trust to chance.SHOW NOTEShttps://bradleyjohnson.com/151FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Send us a textWe trace Jacob Martinez's path from outsider to builder and unpack how Digital NEST turns first-gen talent into confident leaders through transparency, training, and courageous asks. Real talk on hiring, culture, and stress gives a grounded playbook for turbulent times.• founding story shaped by class contrast and belonging• embedding leadership training for staff and youth• professional development funds and clear advancement• nonprofit hiring realities and people decisions• COVID pivot to online tools and community support• post-pandemic outreach to bring youth back• radical transparency with finances and access• compensation strategy tied to equity and runway• fundraising courage and mentorship on the ask• stress management, sabbaticals, and boundaries• advice for emerging and seasoned leadersSupport  & Hire the youth! Find us at digitalnest.org and on socials. Email Jacob at jacob@digitalnest.orgBioJacob Martinez, founder & CEO of Digital NEST, is a social entrepreneur, tech educator, keynote speaker, and cutting-edge community collaborator. His mission is to bridge the digital divide and create opportunities for young people in rural communities to access the economic and social benefits of technology.Recognition for Martinez's work includes: 2020 James Irvine Foundation Leadership Award, the Draper Richards Kaplan Foundation Entrepreneur Fellowship, 2024 UC Santa Cruz Alumni Achievement Award, and the 2015 Entrepreneur of the Year for Santa Cruz County, among others. He speaks frequently about his work at events, including TEDxSantaCruz and the 2015 White House Tech Meetup. He sits on the boards of the Silicon Valley Leadership Group Foundation and the Center for Rural Innovation. He is an External Special Adviser to the UCSC Chancellor as well as an Advisor for Reservoir Ventures, a modern investment firm focused on supporting entrepreneurs in Central California and the Monterey Bay Area. When Jacob is not making sure youth in rural communities are ready for big careers, he spends time with his wife and three kids, and enjoys gardening and traveling.Support the show

Welcome back to Girl, Take the Lead! — the podcast where we reimagine leadership, challenge the status quo around aging, and share the conversations that help us break cycles, find our voice, and lead our lives with intention.Money is one of the most powerful — and most misunderstood — tools in our lives.And for many women, it's also one of the most stressful.In today's episode, we slow the conversation down and take the fear out of finances — replacing it with clarity, confidence, and choice.Our guest, Tiffany Irving, is a Senior Vice President and Wealth Advisor at Mesirow Wealth Management with more than 25 years of experience working with high-net-worth individuals, families, and nonprofit organizations. She's also a proud mom of three and a fierce advocate for educating and empowering women and girls around money.Tiffany's journey into finance was shaped early — growing up with a single mom, watching financial stress up close, and quietly deciding that independence and stability would matter deeply in her own life. That lived experience now fuels her passion for helping women understand money not as something to fear — but as a tool to support the lives they want to build.In this grounded and empowering conversation, Yo and Tiffany explore what it really means to build financial confidence — intentionally.✨ In This Episode, We Explore:✨ From Silence to Strategy✨ Money as a Tool, Not a Test✨ Financial Confidence Across Generations✨ Partnership and the Money Conversation✨ The Myth of “I'm Not Wealthy Enough”✨ Why Written Plans Matter✨ Choosing an Advisor (and Asking the Right Questions)✨ What She'd Tell Her 20-Something Self

Is It Time To Sell Berkshire Hathaway? & 5 Predictions for Investors in 2026 In this episode, Clark Howard and Wes Moss dive deep into the legacy of Warren Buffett and what the future holds for Berkshire Hathaway as it enters a new chapter. Wes breaks down the staggering math of Buffett's success, and Clark discusses the "jockey vs. the horse" theory, questioning if the company can maintain its magic without Buffett at the helm. Also, Wes provides his definitive 2026 market outlook by answering five critical questions for investors. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the January 13, 2026, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes.  Let us know what you think in the comments!Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Hana's mom is 92. Mom's husband is 74, and after years of trying to help a family member, nearly a million dollars is gone. How do they stop the bleeding before it's too late, and how much can they spend each year from what's left? That's today on Your Money, Your Wealth® podcast number 564 with Joe Anderson, CFP® and Big Al Clopine, CPA. Plus, "Peter and Gwen" from Virginia have a pension, Roths, and a shrinking IRA. With the new tax law, IRMAA, and Social Security decisions all colliding, should they keep converting to Roth, and when should they actually collect Social Security? Also, does it make sense for "Mr. and Mrs. Scarecrow" to claim Social Security early and invest it? Finally, "Rosie and Astro" from Pennsylvania ask if they can retire in just three years with $1.3 million, and whether it's time to hire an advisor to help them get there. Free Financial Resources in This Episode: https://bit.ly/ymyw-564 (full show notes & episode transcript) Social Security Handbook Retirement Readiness Guide 6 Biggest Financial Pitfalls in America (Avoid These Traps!) - YMYW TV Financial Blueprint (self-guided) Financial Assessment (Meet with an experienced professional) REQUEST your Retirement Spitball Analysis DOWNLOAD more free guides READ financial blogs WATCH educational videos SUBSCRIBE to the YMYW Newsletter   Connect With Us: YouTube: Subscribe and join the conversation in the comments Podcast apps: subscribe or follow YMYW in your favorite Apple Podcasts: leave your honest reviews and ratings   Chapters: 00:00 - Intro: This Week on the YMYW Podcast 02:21 - Family Wrecking Retirement: How Much Can Benevolent Retirees Afford to Spend? (Hana) 10:30 - We Have a Pension. Should We Do Roth Conversions After the OBBBA? When to Claim Social Security? (Peter Parker & Gwen Stacy) 23:29 - Should We Claim Social Security Early and Invest It? (Mr & Mrs Scarecrow) 29:56 - We're 60 and 57 with $1.3M. Can We Retire in 3 Years? Should We Hire an Advisor? (Rosie & Astro, PA) 41:04 - Outro: Next Week on the YMYW Podcast

In this episode, Ray Sclafani dives into the concept of transfers of trust and how advisory firms can design client confidence beyond a single advisor. As firms scale, trust often remains concentrated around the founder or lead advisor, creating fragility and limiting growth. Ray explains how high-performing teams transition to shared advisory models, where multiple advisors and specialists collectively deliver advice, creating enduring client confidence, stability, and enterprise value.You'll learn practical strategies to expand trust externally to clients, introduce advisors effectively, and build a team-centered approach that strengthens relationships and supports long-term growth.Key Takeaways Trust often concentrates around one advisor, which can make growth fragile.External transfers of trust occur when clients expand confidence from one advisor to the broader team.Internal transfers of trust involve founders delegating authority, credibility, and leadership to the next generation.Shared advisory models create client experiences that feel stable and enduring, rather than dependent on one person.Designing trust intentionally improves client retention, referrals, and long-term firm stability.Questions Financial Advisors Often AskQ: What is a transfer of trust? A: Transfers of trust describe the process of moving client confidence from a single advisor to the broader advisory team. It ensures the client experiences multiple advisors as capable, credible, and worthy of trust.Q: Why is it important to transfer trust beyond the lead advisor? A: When trust is concentrated with one person, the firm is vulnerable. Expanding trust to the team creates stability, scale, and endurance, ensuring clients continue to feel supported even if the lead advisor is unavailable.Q: How do high-performing advisory teams expand trust? A: They operate as interdependent ensembles, with distinct roles such as lead advisor, planning specialist, investment partner, and relationship manager. Each advisor contributes advice and expertise, allowing clients to experience the team's credibility collectively.Q: How can advisors identify which clients need more exposure to the team? A: Advisors can categorize clients into advocates, engaged clients, and at-risk clients. Advocates can help reinforce the team's credibility, engaged clients adapt naturally to new advisors, and at-risk clients may need more time and attention for trust to expand.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

Are You Wealthy? Use These Numbers To Find Out & Simple Math Behind Millionaires Are you curious how your net worth compares to the rest of the country? Wes Moss dives into the latest data from the Federal Reserve's Study of Consumer Finances and top financial institutions to paint a clear picture of wealth in America today. Also, Wes helps to draw the roadmap for the next generation of millionaires. Inspired by the wisdom of the Clark Howard community, Wes outlines a simple, repeatable blueprint for financial freedom. By focusing on patience and the power of consistent contributions, reaching a seven-figure nest egg is more achievable than ever. Whether you are starting with $1,000 a month or aiming to max out your 401(k), we show you how a few decades of discipline can transform your financial future and put you on the path to becoming a "financial force of nature." Mentioned on the show: Retirement Calculator Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the January 6, 2026, Ask an Advisor episode of the Clark Howard podcast. Submit your questions at clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes.  Let us know what you think in the comments! Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices