Podcasts about advisor

Scared to Spend? Don't Cancel Plans and #1 Investment Benchmark Worried about the market and your upcoming vacation? Fiduciary financial advisor Wes Moss explains why you shouldn't cancel your beach trip due to market volatility. Learn a rational approach to navigating bear markets and protecting your life plans. Also, Wes reveals the surprising investment benchmark everyone is really watching (and why it might be misleading you!). Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the April 22, 2025, 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, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments! Learn more about Wes:  Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

0:00 Carlson Exposes Deep State Plot To Thwart America First, Blame Leaks on Hegseth Advisor: Robby Soave 9:34 White House trying to replace Pete Hegseth, NPR reports; Trump admin denies story: ‘Fake news' 17:53 Covid Policy Failures Were ‘Worst' In A Century: David Zweig 29:42 Stephen Miller suggests reparations for Americans due to mass migration 38:09 Trump Economic Approval Rating Drops To Record Lows: Poll 44:53 David Hogg: 'Try It', DNC Vice Chair 'Twerp' Blasts James Carville For Threatening to Sue Him 51:14 Harvard Sues Trump Administration After White House Threatened To Cut Billions In Funding 59:59 DHS Sec. Kristi Noem's Purse With $3,000 Cash Stolen In D.C. While Out To Easter Dinner With Family Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode of the Coin Stories News Block powered by Gemini, we cover these major headlines related to Bitcoin, macroeconomics, and global finance: Foreign Investors Are Selling U.S. Assets Is Global Monetary Reset Underway? Gold Surges, Bitcoin Shows Resilience Trump Pressures Powell to Rate Cuts Powell: Fed to Loosen Crypto Rules for Banks ---- Invest as you spend with the Gemini Credit Card. Sign up today to earn a $200 intro Bitcoin bonus with the Gemini Credit Card: www.gemini.com/natalie  ---- Join our  mailing list and subscribe to our free Bitcoin newsletter: thenewsblock.substack.com ---- References mentioned in the episode: Treasury Secretary Bessent: “It's Main Street's turn.” Miran's Comments on U.S. Dollar Reserve Status Apollo: Total Foreign Holdings of U.S. Assets  Foreign Investors Sellers of U.S. Equities  Foreign Investors Sellers of U.S. Corporate Bonds FMS Investors to Cut More U.S. Stock Exposure Gold Funds On Pace for Record Flows in 2025 Bitwise: “Bitcoin's Remarkable Resilience”  June Fed Rate Cut Probability from FedWatch President Trump Calls for Fed Rate Cuts Fed Signal Loosening of Bank Rules Around Bitcoin Charles Schwab to Launch Bitcoin Trading Within 12 Months  Binance Acting as an Advisor to Governments on Crypto Policy ---- This podcast is for educational purposes and should not be construed as official investment advice. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories   #money #Bitcoin #investing

“A good man leaves an inheritance to his children's children…” - Proverbs 13:22That verse teaches that a life of faithful stewardship will enable you to leave something of great value to your heirs. How you do it can impact future generations. Jeanne McMains joins us today to talk about “intentional inheritance.” Jeanne McMains has been a practicing attorney in estate planning, business succession, and non-profits since 1995. She currently serves as the Vice President of Gift Planning with The National Christian Foundation (NCF), where she assists families nationwide with achieving their charitable gift-planning goals.What Is an Intentional Inheritance?An intentional inheritance is more than the distribution of wealth. It's a prayerful, purposeful plan for shaping the lives of those who will receive what we leave behind. Inheritance is one of the most significant stewardship decisions we make. It's not just about how much but how—and why—we give.This perspective calls for a deep shift. Before passing on wealth, we must first pass on wisdom. Otherwise, unmanaged or misunderstood wealth can do more harm than good.Start with Prayerful IntrospectionAsk yourself: What role does wealth play in my life? Reframe your mindset around money—not as a measure of success or security but as a tool for Kingdom work. Wealth is an entrustment from God, not an end in itself. That means laying it down at the cross daily, asking the Lord to help us steward it with humility and grace.Three Types of InheritanceTo simplify this big task, here are three kinds of inheritance every Christian family should consider:1. Inheritance to SpendThis is the traditional kind of inheritance—resources intended to provide opportunities, experiences, and essentials. Think of it as financial fuel to help your heirs live productive, content lives. But maturity matters. Consider using this inheritance to fund training, travel, or education before a large transfer, especially if the heir is still developing financial literacy or spiritual maturity.2. Inheritance to ShapeThis is where legacy comes to life. Instead of simply giving money, consider shaping character through shared experiences—like mission trips, retreats, or projects that reflect your family's values.3. Inheritance to ShareWe're blessed to be a blessing. Set aside a portion of your estate to fuel generosity in the next generation. This might include donor-advised funds, charitable trusts, or other giving vehicles your heirs can use to support ministries or causes close to their hearts. This is how we teach our children to reflect God's love through giving.Practical Steps to Craft an Intentional InheritanceHere are four foundational steps to take:1. Engage in Open DialogueTalk with your heirs about the purpose behind the inheritance. Focus less on how much and more on why. Share your values, your heart for the Kingdom, and how you hope the inheritance will be used to bless others. This conversation builds trust, understanding, and spiritual alignment.It's not about dollars and zeros; it's about attitude, opportunity, and calling.2. Work with Faith-Aligned AdvisorsChoose financial and legal professionals who share your biblical worldview. Whether you're working with an estate attorney or a financial planner, the right team will help ensure your legacy is stewarded with wisdom and integrity. That's why we recommend connecting with a Certified Kingdom Advisor (CKA). To find one near you, visit FaithFi.com and click “Find a Professional.”3. Prepare Your HeirsDon't wait until the inheritance is distributed. Teach your heirs financial literacy and spiritual stewardship now. Let them stumble, learn, and grow while you're still here to mentor and encourage them.4. Use Strategic ToolsLeverage estate planning vehicles like wills, trusts, donor-advised funds, and charitable gift plans. These tools help ensure your assets are distributed in a way that promotes ongoing generosity and reflects your commitment to faithful living.Even well-meaning inheritances can lead to confusion, entitlement, or spiritual drift without intentional planning. But with prayer, purpose, and preparation, your legacy can be a launching pad for generations of Kingdom impact.Want to learn more?Explore practical tools and gospel-centered resources at NCFgiving.com to help you build a legacy of generosity and faith. To read Jeanne's full article, “Intentional Inheritance: Crafting a Faithful Legacy for Future Generations,” become a FaithFi Partner with a monthly gift of $35 or an annual gift of $400 at FaithFi.com/give.On Today's Program, Rob Answers Listener Questions:I'm nervous about retiring in the next year and a half. I have a 457 retirement account with the state of Ohio, and I'm worried about the current economy. Should I move all my investments into stable value to protect what I've got while the economy is in flux?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineNational Christian Foundation (NCF)Experiencing God: Knowing and Doing the Will of God by Henry Blackaby, Richard Blackaby, and Claude V. KingWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

In this market update episode, Rory speaks with Chris Tidmore, CFA and CPA, Senior Manager at Vanguard's Investment Advisor Research Center, to unpack the April 2 tariff shock and what it means for markets, inflation, and client communication. Chris explains how sharp movements in both equities and Treasury yields reflect a market constantly recalibrating expectations—and why it's nearly impossible to predict how events will be priced in, even with full information. He shares insights from Vanguard's Advisor's Alpha research, noting that behavioral coaching can add up to 200 basis points in value annually—and that by helping clients stay invested, think long term, and avoid panic, advisors can improve not just financial outcomes, but overall well-being. Rory and Chris discuss why emotional trust is built in bear markets, how to use visual tools like zoom-out charts and hindsight models, and what it means to serve as a steady hand when clients are tempted to drift off course. Want to learn how to help clients stay anchored in uncertainty? Curious how to turn volatility into an opportunity to deepen trust and long-term value? Find out the answers to these questions and more in this timely market update with Chris Tidmore.

(HAUNTINGLIVE) (S6 E10) PSYCHIC ADVISOR ARTHUR EASE YOUR MIND RECEIVE UNIVERSAL GRATITIUDE FOR WHAT YOU NEED NOT BY... Psychic advisor and popular YouTube Arthur Ease Your Mind joins HauntingLive this show to talk about his journey and share paranormal experiences and also talking about receiving gratitude by being thankful of what you have not by... VISIT ARTHUR'S WEBSITE:: https://www.psychicarthur.com/ Host: Trevor Bishop Co-Host: Yolanta Meri Psychic Medium Website & Shop: hauntinglivepodcast.com YouTube: @hauntinglive

In this episode, Garry Thurman and Bobby Futch discuss the current market challenges faced by pre-retirees, emphasizing the importance of having a solid financial plan. They explore the implications of recent market fluctuations, the necessity of understanding tax impacts on retirement savings, and the critical role of Social Security in retirement planning. The hosts advocate for a proactive approach to financial planning, including the use of a bucket system for investments and the importance of maximizing Social Security benefits. If you have any questions about your retirement planning call Guardian Investment Advisors 800-517-1575 or click here to visit our website. Planning, Retiring, Saving, 401K, IRA, TSP, 403B, TaxesSee omnystudio.com/listener for privacy information.

60/40, 70/30, ect. These are standard allocations for market risk. Sometimes they work, sometimes they don’t. Shouldn’t your portfolio allocation be more customized? Like this episode? Hit that Follow button and never miss an episode!

Brent Anderson had the opportunity to help lead the largest dental group on their M&A team buying offices all over the United States, now having been a part of over 300 practice transitions throughout his career. Brent enjoys the relationship aspect of truly understanding what's important to his clients and building a lifetime friendship with the people he helps navigate through exploring all the different transition options that are in the market. As Brent feels it's important to have representation to make sure you make the right choice in your decision with your future partners as you typically will only have one chance at doing this with your dental practice. With Brent's experience on the buy-side and his passion for truly wanting to do what's best for his clients, this will be a winning receipt for his future success for his clients. & A graduate of the University of Pittsburgh, School of Dental Medicine, Dr. McMahon enjoys one of the largest cosmetic dental practices in Western Pennsylvania. She is accredited by the American Academy of Cosmetic Dentistry, and an invited Fellow of the prestigious American Society for Dental Aesthetics and a Fellow of the Academy of General Dentistry. An author and internationally recognized lecturer, Dr. McMahon has devoted her professional career to the pursuit of advanced technologies in cosmetic and minimally invasive dentistry. She is a past clinical instructor in Prosthodontics and Operative Dentistry at the University of Pittsburgh. She has been the Director of New Product Evaluation and a Speaker for Catapult Education. She frequently lectures across the United States on minimally invasive dentistry and conservative cosmetic dentistry for teenagers and young adults. She had been honored as a Top Dentist over 20 times. She has also been voted by her peers as a Top Pittsburgh Dentist every year for over two decades.  Along with dentistry, Dr. McMahon developed and is an active partner in Bakn restaurants in Pittsburgh. Bakn, chef driven, funky brunch-all-day restaurants have been featured on The Food Network and Travel Channel. Very Active in charity work and fundraising, she is a founding board member of Music for MS. Music for MS, Roots Music Festival, is a daylong, family friendly, live music festival held annually at Hartwood Acres. Dr. McMahon lives and raised her three children in Pittsburgh.

NEXT SHOW: APRIL 21st AT 8:30AM - YOUTUBER PSYCHIC ADVISOR AUTHUR EASE YOUR MIND

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In this live edition of Advisor Talk, recorded on the floor at IGNITE, Elite Consulting Partners CEO Frank LaRosa sits down with Senior Vice President-Head of Advisor Recruiting Consulting at Raymond James, Joseph Pellegrini, for a conversation centered on what truly sets the firm apart - choice, culture, and advisor autonomy. Whether W-2 or 1099, Raymond James offers advisors a platform that meets them where they are, with the flexibility to grow their business on their own terms. The discussion explores how the firm's commitment to culture, customization, and long-term partnership continues to attract top advisor talent. If you're curious about what real independence with real support looks like, this conversation is one you won't want to miss.

"Blessed is the one who finds wisdom, and the one who gains understanding, for her profit is better than silver, and her gain surpasses gold." - Proverbs 3:13-14Making wise financial decisions early in life can set the stage for long-term stability and generosity. But where should students and young professionals begin? Today, Bob Doll joins us to share practical financial advice to help young adults start their careers on the right foot.Bob Doll is the CEO and CIO of Crossmark Global Investments. He regularly contributes to Faith and Finance and other media outlets, such as Bloomberg TV, Fox Business, and CNBC. Building a Life of Faithful Stewardship from the StartFinances can feel overwhelming for students and young adults stepping into the world of work—budgets, debt, investing, generosity…where do you even begin? Yet these early years are some of the most formative when it comes to your long-term financial health and spiritual growth. That's why it's critical to lay a foundation not just of financial literacy but of biblical stewardship. Here are some timeless pieces of practical wisdom for young adults who want to honor God with their money from the beginning.1. Begin With a Plan—And a BudgetWithout a clear plan for spending, saving, and giving, it's easy to drift into debt or financial anxiety. A solid budget helps you take control of your finances before they start controlling you.And you don't have to do it alone. Tools like the FaithFi app make creating an intentional, faith-filled budget easy. It's not just about numbers—it's about aligning your finances with your values.2. Save for Emergencies—And Stay Out of DebtAfter budgeting, build an emergency fund with three to six months of expenses. Life is unpredictable, and this cushion can keep you from turning to debt when the unexpected hits.Also, make sure to pay off your cards in full each month and chip away at any student loans as quickly as you can.3. Learn from Others—and Find a MentorThere's no substitute for wise counsel. Watch those who are succeeding with money—and those who aren't. Learn from both.Having a mentor or a financial advisor who shares your values is essential. Surrounding yourself with godly counsel can help you avoid pitfalls like overspending or failing to save.4. Give Generously—Even When It's HardStart giving now. Like Randy Alcorn says, “God prospers us not to raise our standard of living, but our standard of giving.” Even when budgets are tight, generosity opens your heart and reminds you that God is the true provider.5. Start Investing Early—and ConsistentlyCompound interest is a powerful force—either for or against you. The earlier you start investing, the more time your money has to grow. Even small, consistent contributions—what financial experts call “dollar-cost averaging”—can make a huge impact over time.Start with low-cost index funds or retirement accounts like a Roth IRA. And don't overlook your workplace benefits. If your employer offers a match, take it. That's free money.6. Align Your Investments with Your FaithToday's investors have more opportunities than ever to make faith-based investment choices. As the movement toward values-based investing grows, believers can increasingly steward their portfolios in ways that reflect biblical principles.7. Embrace Rhythms and Celebrate MilestonesThe journey to financial stability can feel long, especially when progress is slow. That's why we suggest setting milestones and celebrating small wins. God wants us to enjoy things. We're not meant to live like monks but are called to be wise.These rhythms of budgeting, saving, investing, and giving aren't just habits—they're acts of worship.8. Talk About Money—Especially in MarriageMoney fights are one of the top reasons for marital conflict. Get on your knees in prayer and ask the Lord to guide you both. Set goals as a couple and revisit them often.Being on the same page financially brings unity and builds trust. It's also a way of inviting God into your relationship in a very practical, day-to-day way.9. Grow in Wisdom—And Keep LearningStaying in God's Word and learning from wise voices is crucial. Some books that we recommend to help you discern what the Bible really says about wealth and generosity are:Money, Possessions, and Eternity: A Comprehensive Guide to What the Bible Says about Financial Stewardship, Generosity, Materialism, Retirement, Financial Planning, Gambling, Debt, and More by Randy Alcorn The Treasure Principle: Unlocking the Secret of Joyful Giving by Randy AlcornStart StrongTo the student, recent graduate, or young couple just starting out: the best time to build wise financial habits is now. Begin with a plan. Learn from mentors. Avoid debt. Save for emergencies. Give generously. Invest consistently. Talk honestly. And let Scripture shape how you think about money.After all, financial wisdom isn't just about building wealth—it's about building a life that reflects the heart of God.On Today's Program, Rob Answers Listener Questions:I'm 70 years old and have $112,000 in my checking account. I'm about to retire and unsure what to do with this money. Should I pay off my $110,000 mortgage or use the funds for home repairs and a new car?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly MagazineCrossmark Global InvestmentsMoney, Possessions, and Eternity: A Comprehensive Guide to What the Bible Says about Financial Stewardship, Generosity, Materialism, Retirement, Financial Planning, Gambling, Debt, and More by Randy AlcornThe Treasure Principle: Unlocking the Secret of Joyful Giving by Randy AlcornWisdom Over Wealth: 12 Lessons from Ecclesiastes on Money (Pre-Order)Look At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach.

Glenn Israel reached a point where he recognized that, as an employee, he was limited in his ability to serve clients and grow his business. So he left Edward Jones to launch GFI Wealth Partners and shares what he learned in the transition process, what he can do differently in independence, and more.

The Trump administration has decided to terminate the IRS's Direct File program, according to a source familiar with the situation, putting an end to the free electronic filing system that congressional Republicans and the tax preparation industry have had in their crosshairs since its creation. Work on Direct File began during Joe Biden's presidency, bringing together some of the administration's top technical and product minds and tapping into funds from the Inflation Reduction Act. Providing all U.S. taxpayers with a free filing tool would have put the country in line with most developed nations. But despite what the IRS considered to be a successful launch last year, Direct File's future was murky after President Donald Trump's election and the administration's welcoming of Elon Musk's DOGE into the government tech world. The pending elimination of the free filing tool was celebrated Wednesday by the makers of TurboTax. Derrick Plummer, an Intuit spokesman, called Direct File “a solution in search of a problem, a drain on critical IRS resources and a waste of taxpayer dollars.” Consumer advocate groups panned the Trump administration's decision. Susan Harley, managing director of Public Citizen's Congress Watch division, said in a statement that scrapping Direct File “is almost literally taking money out of our pockets.” Dean Ball, a policy scholar with a focus on the intersection of history, political theory, policy and technology, is joining the Trump administration as a senior policy advisor on artificial intelligence and emerging technology, he announced Tuesday on the social media platform X. Ball said in his post of joining the Office of Science and Technology Policy: “It is a thrill and honor to serve my country in this role and work alongside the tremendous team [OSTP Director Michael Kratsios] has built.” He comes to OSTP from the Mercatus Center at George Mason University, where he has served as a research fellow for the past year. Ball is also the author of an AI-focused blog called Hyperdimensional, in which he has defended the AI Safety Institute and commented on the Trump administration's terminations of probationary employees, saying the move had unintended consequences. Ball also wrote recently that he is interested in AI being built at the same time that the Trump administration and Republicans “seek to advance theories of a ‘unitary executive' — the notion that the president exercises the powers granted to him by the Constitution and Congress absolutely.” The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

Many advisor websites feel like digital brochures—bland, generic, and forgettable.Colton Etherton wants to change that.A former financial advisor turned web designer, Colton now helps advisors build sites that actually convert. Through his firm, Slices Design, he's helping advisors stand out from the sea of sameness in financial services.In this episode, Colton shares:The #1 website mistake most advisors make (hint: it's your homepage)Why clear messaging beats credentialsHow to use your niche to attract the right peopleWhen it's time for a full website overhaulEven if most of your clients come from referrals, Colton reminds us: “They're still going to check your website before reaching out.”Whether you need a full revamp or just a few tweaks, you'll walk away with practical steps to make your site more compelling.Listen now and start turning visitors into clients.Colton's Social: https://www.linkedin.com/in/coltonetherton/x: @slices_designMusic in this episode was obtained from Bensound

In this powerful episode, Justin confronts the challenges that come with pursuing a God-ordained vision. He explores the enemy's tactics that aim to derail our purpose and shares personal insights on how to maintain focus amidst distractions and doubt. Drawing from scripture and his journey, Justin emphasizes the importance of clarity in vision, the power of faith, and the necessity of surrounding ourselves with supportive individuals. Learn more about The Value Growth Academy: https://thevaluegrowthacademy.com/learn-more

The episode kicks off with breaking economic news: while Canada's overall inflation slowed to 2.3% in March, food inflation surged to a staggering 3.2%—a monthly jump not seen since 1983. Sylvain attributes the spike to Ottawa's counter-tariffs, rising ingredient costs, and shifting sourcing strategies as Canadian grocers de-Americanize their supply chains. This backdrop leads into a discussion on recent Caddle research indicating that 61% of Canadians are willing to pay more for local products—an unprecedented level of national loyalty that presents both opportunity and urgency for domestic producers.Listeners also get a sneak peek at the upcoming release of the Canadian Food Sentiment Index, sponsored by MNP, which shows growing trust in Canada's food industry. Michael and Sylvain then pivot to the controversial topic of GLP-1 drugs like Ozempic, raising critical questions about childhood obesity, pharmaceutical influence, and the implications for food industry giants like Nestlé and Mondelez.The second half of the episode features Elysabeth Alfano, CEO of VegTech Invest and host of two sustainability-focused podcasts. Elysabeth unpacks how her ETF invests in publicly traded companies that are accelerating food systems transformation—emphasizing impact, liquidity, and innovation over startup hype. She shares candid takes on the realities of lab-grown meat, the risks of insect protein, and why countries like Singapore and Israel are leading the charge in food security and innovation.Elysabeth also weighs in on the role of policy, pointing to rising geopolitical instability and trade tensions—especially in the U.S.—as a catalyst for investment in food innovation. From precision fermentation to biosecurity risks, she outlines why now is the time for bold moves in food tech and ESG investing.With both news and expert insights, this episode offers a comprehensive look at the forces reshaping what we grow, invest in, and consume.About Elysabeth Elysabeth Alfano is the CEO of  VegTech™ Invest , the Advisor to a publicly traded Food Innovation ETF.  Run by sector experts, VegTech™ Invest drives capital to those companies innovating for a resilient, sustainable and less damaging food supply system through its educational tools and financial product. It, thus, positively impacts Climate Change and biodiversity loss.Elysabeth is an expert in investing in food systems transformation and speaks internationally on the intersection of investing, sustainability, and our global food supply system. She has spoken at the U.N. Global Leaders Compact Summit, the United Nations Climate Change Summit, SXSW, COP27 and COP28, Yale University and Northwestern University, several Bloomberg Intelligence events and has done a myriad of TV interviews including Bloomberg TV and Ameritrade TV. Elysabeth began her career with Kellogg Company working on Special K and Frosted Mini-Wheats before acting as Chief Investment Officer for a small family office. A graduate of Northwestern University and the Thunderbird School of Global Management, Elysabeth consults and advises C-Suite Executives on the sustainable food industry landscape, direction and whitespaces.  Lastly, Elysabeth hosts the  Plantbased Business Hour , a podcast which features the CEOs and business leaders in the industry.  The Plantbased Business Hour is considered “The Gold Standard” for those who want to understand, participate in, and capitalize on the growing Plant-based Innovation sector. She is the voice of sustainability in the invment community hosting the Upside & Impact: Investing for Change on Advisorpedia.Elysabeth contributes to ESG Clarity, WGN Radio, Vegconomist Magazine, CAIA, ETFCentral.com Advisorpedia and FinTechTV on a regular basis. The Food Professor #podcast is presented by Caddle. About UsDr. Sylvain Charlebois is a Professor in food distribution and policy in the Faculties of Management and Agriculture at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University. Before joining Dalhousie, he was affiliated with the University of Guelph's Arrell Food Institute, which he co-founded. Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. Google Scholar ranks him as one of the world's most cited scholars in food supply chain management, food value chains and traceability.He has authored five books on global food systems, his most recent one published in 2017 by Wiley-Blackwell entitled “Food Safety, Risk Intelligence and Benchmarking”. He has also published over 500 peer-reviewed journal articles in several academic publications. Furthermore, his research has been featured in several newspapers and media groups, including The Lancet, The Economist, the New York Times, the Boston Globe, the Wall Street Journal, Washington Post, BBC, NBC, ABC, Fox News, Foreign Affairs, the Globe & Mail, the National Post and the Toronto Star.Dr. Charlebois sits on a few company boards, and supports many organizations as a special advisor, including some publicly traded companies. Charlebois is also a member of the Scientific Council of the Business Scientific Institute, based in Luxemburg. Dr. Charlebois is a member of the Global Food Traceability Centre's Advisory Board based in Washington DC, and a member of the National Scientific Committee of the Canadian Food Inspection Agency (CFIA) in Ottawa. Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

Ever wonder what other people talk about with their financial advisors? A new survey of nearly 400 experienced advisors reveals the biggest concerns, challenges, and financial goals their clients are facing today. From retirement planning to healthcare costs to working longer than expected, we're breaking down the key takeaways and how they compare to what we see in our own client conversations. Here's what we discuss in this episode:

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

What if your best year in business was also your breaking point?That's exactly where Nico Pesci found himself in 2021. His practice was booming, but between 50+ client meetings a week, late-night emails, and missed time with family, the cost was high. He was burning out. Fast.In today's conversation, Nico opens up about the wake-up call that made him rethink everything—and how he rebuilt a business he could scale without sacrificing himself in the process.You'll hear how he went from running Pesci Financial as a solo advisor to launching Momentum Wealth, a firm grounded in purpose, systems, and team. We talk about how he shifted from selling products to helping clients design a retirement they actually want, the mindset shifts that helped him let go of control, and how the death of a close friend reminded him what really matters.This was a great conversation that will challenge you to pause, reflect, and ask: Am I building a business that's actually worth it?5 of the biggest insights from Nico Pesci …1.) What 50+ Meetings a Week Really Cost HimNico opens up about the burnout that came after his biggest production year ever—and how hitting $75M in new assets became the wake-up call that forced him to redefine success.2.) Turning a Personal Brand into a Purpose-Driven FirmDiscover how Nico's shift from Pesci Financial to Momentum Wealth marked more than a rebrand, it was a mindset transformation from ego-driven achievement to team-led legacy.3.) Why Hiring Felt Risky—But Paid Off BigScaling from 5 to 15 team members wasn't easy. Nico shares how he overcame the common advisor fear of “I can't afford to hire” and ended up with more time, more happiness, and more profit.4.) The Power of Slowing Down to Build Systems That ScaleLearn how slowing down to build internal processes became the key to accelerating growth—and why Nico believes systemizing is what separates sustainable success from lucky sprints.5.) Real-World Examples of How Advisors Can Use AIFrom onboarding to client communication, Nico reveals how his team is experimenting with AI to improve systems, reduce workload, and elevate the client journey in ways that scale.SHOW NOTEShttps://bradleyjohnson.com/112FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW 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. 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. TP04254364012See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

If you're looking to own Arizona real estate or moving within our beautiful state, this podcast is for you. Welcome to ICONIC Estates, a podcast presented by Russ Lyon/Sotheby's International Realty for people who love Arizona and the opportunity to live in luxury in the pristine desert. I'm your host Renee Dee, publisher of ICONIC LIFE magazine, and I'll be with you each month for the show. On the pod today, I've got CP Drewett, who will talk with us about the relationship between strong architecture and the world of real estate. Mike Balzotti, director of education for Russ Lyon/Sotheby's International Realty, explains the current market conditions in Arizona, and then we talk with Josh Shaver, a global real estate advisor who has turned his hometown into a successful real estate career. We so appreciate you taking the time to hear from us. If you enjoyed today's podcast, please make sure to subscribe and hit the bell so that you are alerted to never miss an episode. And, if you'd like to join our VIP list to receive our ICONIC Estates newsletter, please go to russlyon.com or the link is found in the show notes. I'd be so grateful if you'd take a moment to tell us what you think by rating and reviewing this pod.

Discover how top financial advisors break free from the time-for-money trap, scale their businesses, and attract high-net-worth clients with Erin Botsford's Elite Advisor Success System ™!   In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Erin Botsford, founder of the Elite Advisor Success System ™ and author of The Seven Figure Firm. She reveals how financial advisors can transition from service providers to true business owners by implementing scalable systems and strategies. She shares insights on attracting high-net-worth clients, closing million-dollar deals in a single meeting, and building a business that thrives independently of the advisor—key lessons she has also discussed in her Top Producer Masterclass.   Key Takeaways: → Why financial advisors must think like business owners. → How financial advisors should act as the client's financial director.  → Why offering concierge-level service is the key to being more referable.  → Why advisors need multiple client acquisition channels.  → How wealthy clients need protection from financial vulnerabilities.    Erin Botsford is a 31-year veteran of the profession. She was a Barron's Top 100 advisor in all categories – Advisor, Independent, and Women. Erin successfully sold her practice in 2017 and now provides advisors the ability to model her success through her Elite Advisor Success System™ training program. She is also the author of the advisor training book Seven Figure Firm: How to Build a Financial Service Business that Grows Itself. She believes in the power of opportunities and donates a large portion of the profits from her training company to support orphans helped by several organizations in Africa, including the Ebenezer Foundation, Zoe Empowers, and Overland Missions   Connect With Erin: Website Facebook LinkedIn Learn more about your ad choices. Visit megaphone.fm/adchoices

Thanks for listening to The Morning Five! Thanks for listening, rating/subscribing The Morning Five on your favorite podcast platform. Learn more about the work of CCPL at www.ccpubliclife.org. Michael's new book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Spirit of Our Politics: Spiritual Formation and the Renovation of Public Life⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, is now available! You can order on Amazon, Bookshop.org, Barnes & Noble, or at your favorite local bookstore. Join the conversation and follow us at: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@michaelwear⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, @ccpubliclife Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@MichaelRWear⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, @ccpubliclifeAnd check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@tsfnetwork⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Music by: King Sis #politics #faith #prayer #tariffs #China #SEC #Trump #publicopinion #antisemitism #JoshShapiro #economy Learn more about your ad choices. Visit megaphone.fm/adchoices

In this special episode, MTCA College Advisor and two-time MTCA parent Amy Breslow joins MTCA Director Charlie Murphy and discusses: 

Click here to watch video version In this episode of "From Busy to Rich," we revisit the conversation Wes and Andy had about some common challenges and misconceptions around how to best find new clients and grow your business. The duo acknowledges advisors' skepticism but emphasizes the need for a process that resonates with clients' aspirations, leading to organic referrals and sustainable business expansion. In today's episode we will cover: Misconception among advisors about acquiring more customers Ineffectiveness of traditional referral methods in today's business environment Attracting versus seeking ideal clients Skepticism about clients coming to advisors Process in place that attracts clients and leads to consistent referrals Challenges of shifting focus from traditional methods to creating an attractive process We hope you enjoy this episode, and we would love to hear your feedback by having you leave a review. Have a question for us to answer on the podcast? Let us know here! If you're an advisor and want to further explore these or other topics, you can learn more at www.wesyounglive.com. Maybe you're interested in taking your own planning journey in a new direction, in that case we would love to have you join us in one of our coming Transform Learning Series.

Scott Oldford has helped over 200 businesses scale past seven-figures. Today, he spends the majority of his time as a mentor, advisor and investor. In addition, he is the CEO of The Wisdom Group and helps entrepreneurs scale their businesses while remaining in harmony and balance.When Scott was 8 years old, he made his first $20,000 selling eggs from the chickens on his parents' acreage. By the age of 16, he had a seven-figure web and marketing agency. However, at the age of 21, he lost it all and went $1 million in debt. Since then, he has bounced back and, in total, has built nine of his own seven-plus-figure businesses while becoming one of the top business advisors and strategy coaches to entrepreneurs and online businesses looking to surpass $10M/year.Scott has been featured in nearly every publication and podcast, and his methods and frameworks have been viewed by millions of people, with hundreds of thousands regularly watching his business strategy videos and reading his emails, each of who are impacted directly (and indirectly) by the 100+ entrepreneurs he has helped scale past seven figures.At heart, Scott is a scientist. He's known in his community for converging groundbreaking ideas and future-oriented thoughts, and make them easy for others to understand and implement, and can typically be found researching, watching documentaries, or in a deep rabbit hole about something that most people haven't even heard of.Learn more: http://scottoldford.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-oldford-mentor-advisor-to-entrepreneurs

Many business owners overlook a powerful strategy hiding in plain sight—using their marketing budget to fuel acquisitions and build a portfolio of successful businesses. In this episode of the Buying Online Businesses podcast, host Jaryd Krause speaks with Marty Fahncke, a seasoned marketer with over 30 years of experience in business growth and scaling. With more than two decades in mergers and acquisitions, Marty has helped businesses reach over a billion dollars in revenue and has executed more than $450 million in M&A transactions. This conversation delves into the key aspects of acquiring and selling online businesses, including: ✔️ The types and sizes of businesses that are ideal for acquisition✔️ Common mistakes sellers make and how to avoid them✔️ Strategies for bolting on businesses to an existing brand✔️ The process of identifying, acquiring, and financing the right business✔️ The "leaky bucket" problem and how businesses can save thousands of dollars per month For anyone looking to scale through acquisitions and make smarter investment decisions in the online business space, this episode is for you. Tune in to discover how to leverage acquisitions for long-term growth. Episode Highlights 02:40 Marty’s journey as an M&A Advisor 11:30 A good relationship is sometimes the key! 18:00 How to build a growth strategy? 25:00 What’s the timeframe in selling a business? 33:20 Not all businesses are sellable 38:00 Reputation is everything! Key Takeaways ➥ Buying a business with proven revenue is often a safer bet than scaling through paid advertising, which requires time, testing, and investment with no guaranteed success. ➥ U.S. buyers can leverage SBA loans to acquire businesses with minimal upfront capital, while international buyers often rely on self-funding or revenue-based financing from third-party lenders. ➥Strengthen your core business before acquiring—acquisition is not a fix for internal issues. About The Guest Meet Marty M. Fahncke (pronounced Fawn-Key), a seasoned world-class Marketer with over 30 years of experience in growing & scaling businesses, and over 20 years of experience in Mergers and Acquisitions. In that time, Marty has helped businesses scale to over $1 Billion in revenue and executed over $450 million in Mergers and Acquisitions transactions. Connect with Marty M. Fahncke ➥ https://www.WestboundRoad.com Resource Links ➥ Buying Online Businesses Website - https://buyingonlinebusinesses.com ➥ Sell your business to us here - https://buyingonlinebusinesses.com/sell-your-business/ ➥ Download the Due Diligence Framework - https://buyingonlinebusinesses.com/freeresources/➥ Connect with Jaryd here - https://www.linkedin.com/in/jarydkrause

What happens when professional achievement outpaces personal well-being? Dr. Preston Cherry, founder of Concurrent Financial Planning, seemed to have it all—a thriving career and a secure six-figure salary in his late 20s. But beneath the surface, he was stuck in a seven-year fog, struggling to align his personal life with his financial success. In this … Read More Read More

Scott Oldford has helped over 200 businesses scale past seven-figures. Today, he spends the majority of his time as a mentor, advisor and investor. In addition, he is the CEO of The Wisdom Group and helps entrepreneurs scale their businesses while remaining in harmony and balance.When Scott was 8 years old, he made his first $20,000 selling eggs from the chickens on his parents' acreage. By the age of 16, he had a seven-figure web and marketing agency. However, at the age of 21, he lost it all and went $1 million in debt. Since then, he has bounced back and, in total, has built nine of his own seven-plus-figure businesses while becoming one of the top business advisors and strategy coaches to entrepreneurs and online businesses looking to surpass $10M/year.Scott has been featured in nearly every publication and podcast, and his methods and frameworks have been viewed by millions of people, with hundreds of thousands regularly watching his business strategy videos and reading his emails, each of who are impacted directly (and indirectly) by the 100+ entrepreneurs he has helped scale past seven figures.At heart, Scott is a scientist. He's known in his community for converging groundbreaking ideas and future-oriented thoughts, and make them easy for others to understand and implement, and can typically be found researching, watching documentaries, or in a deep rabbit hole about something that most people haven't even heard of.Learn more: http://scottoldford.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-oldford-mentor-advisor-to-entrepreneurs

We're joined by Mark from My Own Advisor, who has been investing since his twenties and is now preparing for semi-retirement through a lifestyle he calls FIWOOT: Financial Independence, Work On Own Terms. We discuss saving, investing, building a flexible life, and how a hybrid investing strategy can provide both income and growth. Make sure to check out the complete show notes. 20 Income-Focused Products Free Guide X: @TheDividendGuy FB: http://bit.ly/2Z7Q5gF YouTube: http://bit.ly/2Zs6r1r DividendStocksRock.com

Tariff Meltdown Investing Lessons and Top 5 Activities for Happiness The stock market was in a meltdown last week after the tariff announcement, and it has been a roller coaster over the last several days. How do we handle such uncertainty as investors? Fiduciary financial advisor Wes Moss shares lessons from the market meltdown -- and melt up – along with encouraging statistics to help us feel confident with our finances. Also, Wes shares fascinating data about the top five activities that help make us the happiest – and the worst. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the April 15, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions:  clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments! Learn more about Wes:  Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Breaking up with a financial advisor can be tough! But sometimes it's necessary for your financial success. Join me and Alec as we go through identifying red flags, navigating the breakup process, and keeping you on the path to true financial independence.  And if you're looking for more resources, check out our guide “6 Keys To True Financial Independence” https://getreadyforthefuture.com/keys

Are you showing up on Instagram but STILL not getting any real leads? Getting fire emojis from other agents but crickets from buyers and sellers? Yeah… we need to talk.In this episode of Real Estate Coffee Talk, we're putting a double shot of strategy into your social media game. I'm breaking down exactly why your content might be stuck in the “agent bubble,” what to do about it, and how to create content that actually attracts clients—not just colleagues.Grab your cawfee and your notes app, because we're diving into:☕️ Why your Instagram feed isn't converting (and how to fix it)☕️ How to build a personal brand that makes people trust you before they ever DM you☕️ The 3 types of content every agent should be posting (Growth, Advisor, Conversion)☕️ What the algorithm actually cares about in 2025☕️ The agent bubble problem—and how to escape it fast☕️ Quick wins you can implement this week to see more tractionAnd guess what? This is only Part 1. Next week, we'll go even deeper into turning your followers into actual, paying clients with a simple (non-sleazy) email funnel.===============Need some ideas? I created a list of video ideas/hooks that will help you break out of your brokerage's “follow train” and into the feeds of actual buyers and sellers (plus a ChatGPT prompt to create even more). You can grab it here.===============

Are market fluctuations stressing you out? You're not alone. In this episode of Gimme Some Truth, financial advisors, Nate Condon and Andrew Klein, discuss how to manage fear during uncertain markets, drawing on lessons from the past and offering clear strategies for the present.

Episode #74 features a great discussion with Steve Winterfeld, Advisor, and Fractional CISO with Cyber Vigilance Advice (CVA) LLC. Steve is passionate about cybersecurity. He served as CISO for Nordstrom Bank, Director of Cybersecurity for Nordstrom, and Director of Incident Response and Threat Intelligence at Charles Schwab. Steve also published a book on Cyber Warfare and holds CISSP, ITIL, and PMP certifications. We discussed a variety of topics, and during our conversation, Steve offered these resources: On finding job: Lessons Learned on Finding a Cybersecurity Job After a Layoff - Security Boulevard On starting / managing a career: Creating a Roadmap for Your Dream Cybersecurity Career - Security Boulevard 

After the new Department of Government Efficiency began making cuts to the federal workforce, Travel Weekly began looking at the effect of those cuts on travel advisors, particularly those who are Washington-based and may have clients who are employed by the government. And we decided to go further with a reader survey about the effects of government cutbcks on travel. Retail editor Jamie Biesiada and host Rebecca Tobin talk about the results of that survey today, which included overall concerns our survey respondents had about travel, and whether their clients are feeling anxious about traveling abroad. This episode was recorded Friday April 4 and has been edited for length and clarity. Episode sponsor: This episode is sponsored by The TTC Tour Brands https://agents.ttc.com/login Related links: Travel advisors voice their concerns about federal job cuts and the economy https://www.travelweekly.com/Travel-News/Travel-Agent-Issues/Travel-agents-voice-concerns-federal-job-cuts After tariff turmoil, there’s concern that Trump’s policies will hurt travel https://www.travelweekly.com/Travel-News/Government/Tariff-turmoil-causes-worries-about-travel Federal job cuts affect official and leisure travel https://www.travelweekly.com/Travel-News/Travel-Agent-Issues/Federal-government-layoffs-affect-travel From Travel Weekly’s archives (2001): Camouflage passports https://www.travelweekly.com/Travel-News/Travel-Agent-Issues/Reality-Bytes-A-new-identity-in-a-crisisSee omnystudio.com/listener for privacy information.

Sanyin Siang shares highlights from her journey, and how to accept positive affirmations and constructive criticism as data points in your life, importance of being generous, and how to be vulnerable.Sanyin helps leaders launch and create value by focusing on mindset, behavioral change, and team and culture building. Sanyin is a CEO Coach, Advisor, Author,the Executive Director of Duke University's Fuqua/Coach K Center on Leadership & Ethics (COLE) and a Professor with its Pratt School of Engineering.The COLE center is a leadership laboratory that engages all of Duke's Daytime MBA students and convenes high-level think tank gatherings to explore today's complex leadership opportunities and challenges.Sanyin coaches C-suite executives and is in the original cohort of Marshall Goldsmith's 100 Coaches. She is an advisor for GV (former Google Ventures), Duke Corporate Education, and the Sports Innovation Lab. Her thought leadership has appeared in Forbes, Fortune, The Wall Street Journal, and CNN. She has more than 1 million LinkedIn followers. She is a LinkedIn 2017 & 2018 Top 10 Influencer and a 2018 Thinkers50 On the Radar.Sanyin's board service has included those of The Emily K Center, The Museum of Life & Science, Duke Children's Hospital & Health Center. She is a Sr. Advisor with Dan Ariely's Center for Advanced Hindsight and a faculty with StoryLab at Duke. She has spoken to audiences from the White House to Global Sports Management and Owners Summits.Prior to Duke, Sanyin worked at the American Association for the Advancement of Science (AAAS), the world's largest federation of scientific and engineering societies, and publisher of Science. Her initiatives explored the ethical, social, and legal implications of technological advances before they became reality.Her book The Launch Book: Motivational Stories for Launching Your Idea, Business, or Next Career, uses behavioral science principles to help readers build the mindset for addressing major change.Sanyin received a BSE in Biomedical Engineering and an MBA from Duke University.Order "The Launch Book": https://www.amazon.com/gp/product/B074JC5L9V/ref=dbs_a_def_rwt_bibl_vppi_i0

Bud Foster, Virginia Tech Hokies FB advisor and former DC by Ed Lane

Caroline Glick, International Affairs Advisor to the Prime Minister of Israel, joins Sid to discuss the direct talks President Trump will be having with Iran tomorrow, before she dives into the rest of the news of the day pertaining to Israel and the Middle East.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Back in 2011, I took my first business class in college. I had heard about this professor who had a really innovative way of teaching inside of the business school at ColumbiaAfter taking that class, I ended up having quite a few classes with him and he ended up becoming my Advisor for a little while. It was in 2012 during my junior where I took my first entrepreneurial class with him, created my first business plan and learned that Monopoly actually could be tied back to business (my family strongly dislikes playing with me now). Some of my favorite classes ever were taught by today's guest and I consider him my first mentor in the business world. The fact that we are sitting together now on my podcast over a decade later, it feels very surreal and I'm grateful. My guest today is Dr. Sean Siebert. Dr. Siebert's Bio:Dr. Sean Siebert's breadth of knowledge and experience, combined with his story-telling ability, make him a much-sought-after speaker, panelist, educator, and consultant. His messages resonate with audiences, leaving them both motivated and committed to embrace a future of endless possibilities. Currently, Siebert has authored the award-winning books, Fighting The Good Fight and Conversations on Grief.Additionally, Siebert serves as a contracted subject-matter-expert (SME) for the Institute for Intergovernmental Research (IIR). His work in the industries of education; workforce development; entrepreneurship; and economic development continues to be recognized across the United States and around the world. Dr. Siebert has been honored by the Missouri Association of School Administrators (MASA) with the prestigious Friend of Education Award for his work with school districts across the State of Missouri. Dr. Siebert was the national recipient of the National Association of Development Organizations Innovation Award, for his work that helps communities, and individuals, to combat the mental health and opioid epidemics. Siebert has also been honored as the Entrepreneur of the Year, Citizen of the Year, Faculty Member of the Year, and he was the recipient of the Exclamation Award for Excellence. Siebert has been recognized on numerous occasions by the Missouri Department of Economic Development as he was a featured keynote speaker at the Governor's Conference on Economic Development in 2015, 2016, 2018, and 2023. In May 2024, Siebert's work was identified by the United States Department of Justice (DOJ), the Office of Juvenile Justice and Delinquency Prevention (OJJDP), as a best practice for addiction and recovery that leads to hope and resilience. Connect with Dr. Sean Siebert:Facebook: https://www.facebook.com/sean.siebert.7 LinkedIn: https://www.linkedin.com/in/dr-sean-siebert-23109746/ Twitter: @DrSeanSiebertWebsite: www.50ByFriday.com Builders of Authority:FREE Facebook Group: https://www.facebook.com/groups/7685392924809322 BOA Mastermind: https://buildauthority.co/order-form-mastermind GoHighLevel Extended 30-day Free Trial w/TONS of Personal Branding Bonuses: http://gohighlevel.com/adammcchesney

Are you tired of being stuck in the same toxic relationship patterns, wondering why love always seems to slip through your fingers? Renowned Relationship Coach, Jillian Turecki, is here to empower you to realize getting what you want out of your relationships STARTS WITH YOU. We get real about self-worth, and breaking those toxic cycles we all get stuck in. Jillian dropped some serious truth bombs about why we keep repeating the same relationship patterns and how it all starts with understanding ourselves. She'll challenge you to stop playing the victim, take radical accountability, and learn to be the chooser in your own love story. If you've ever felt stuck in relationships or wondered why you can't seem to get it right, this episode is going to be a game-changer.  In This Episode You Will Learn About:  How to reflect on your patterns and REWRITE the stories holding you back from LOVE and CONNECTION. Ways to own your role in relationships and focus on what YOU can change to CREATE the connection you want. Learn to communicate with confidence to express your needs to build AUTHENTIC and lasting bonds. Discover ways to BUILD your self-worth daily. Resources + Links Sign up for a one-dollar-per-month trial period at shopify.com/monahan Download the CFO's Guide to AI and Machine Learning at NetSuite.com/MONAHAN. Want to do more and spend less like Uber, 8x8, and Databricks Mosaic? Take a free test drive of OCI at oracle.com/MONAHAN. Get 10% off your first Mitopure order at timeline.com/CONFIDENCE. Get 15% off your first order when you use code CONFIDENCE15 at checkout at jennikayne.com. Call my digital clone at 201-897-2553!  Visit heathermonahan.com Sign up for my mailing list: heathermonahan.com/mailing-list/  Overcome Your Villains is Available NOW! Order here: https://overcomeyourvillains.com  If you haven't yet, get my first book Confidence Creator Follow Heather on Instagram & LinkedIn Jillian @jillianturecki

Tuesday – Do you have a plan for your body after you die? Did you grow up with A/C in the house? We review a 1985 April Fool's article about Sidd Finch for WYDTN. It's Only Money with Scott Brown with Edgewater Family Wealth the 3 phases of the average investor and how to best use your time and money. Plus, JCS News, JCS Trivia & You Heard it Here First.

Should You Shift Investments to Cash? and How To Beat Inflation As investors, we naturally want to protect everything and make everything safe. It's our human emotion. But fiduciary financial advisor Wes Moss warns us to beware the siren's song of safety luring you to move to cash. He has three tips to help you ignore the urge. Also, inflation has been wild over the last several years. While inflation is always part of the equation, intense periods of inflation can wreak havoc. Wes shares the secrets to help you beat it.   Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the April 8, 2025, Ask an Advisor episode of the Clark Howard podcast. Submit your questions:  clark.com/ask. We hope you enjoy our weekly Ask An Advisor episodes, in which Christa and Wes discuss investing and retirement savings in depth. Let us know what you think in the comments! Learn more about Wes:  Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Wes Kao is an entrepreneur, coach, and advisor. She co-founded the live learning platform Maven, backed by First Round and a16z. Before Maven, Wes co-created the altMBA with best-selling author Seth Godin. Today, Wes teaches a popular course on executive communication and influence. Through her course and one-on-one coaching, she's helped thousands of operators, founders, and product leaders master the art of influence through clear, compelling communication. Known for her surgical writing style and no-BS frameworks, Wes returns to the pod to deliver a tactical master class on becoming a sharper, more persuasive communicator—at work, in meetings, and across your career.What you'll learn:1. The #1 communication mistake leaders make—and Wes's proven fix to instantly gain buy-in2. Wes's MOO (Most Obvious Objection) framework to consistently anticipate and overcome pushback in meetings3. How to master concise communication—including Wes's tactical approach for brevity without losing meaning4. The art of executive presence: actionable strategies for conveying confidence and clarity, even under pressure5. The “sales, then logistics” framework—and why your ideas keep getting ignored without it6. The power of “signposting”—and why executives skim your docs without it7. Exactly how to give feedback that works—Wes's “strategy, not self-expression” principle to drive behavior change without friction8. Practical ways to instantly improve your writing, emails, and Slack messages—simple techniques Wes teaches executives9. Managing up like a pro: Wes's clear, practical advice on earning trust, building credibility, and aligning with senior leaders10. Career accelerators: specific habits and tactics from Wes for growing your influence, advancing your career, and standing out11. Real-world communication examples—Wes breaks down real scenarios she's solved, providing step-by-step solutions you can copy today—Brought to you by:• WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUs• Vanta—Automate compliance. Simplify security• Coda—The all-in-one collaborative workspace—Where to find Wes Kao:• LinkedIn: https://www.linkedin.com/in/weskao/• Website: https://www.weskao.com/• Maven course: https://maven.com/wes-kao/executive-communication-influence—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Wes Kao(05:34) Working with Wes(06:58) The importance of communication(10:44) Sales before logistics(18:20) Being concise(24:31) Books to help you become a better writer(27:30) Signposting and formatting(32:05) How to develop and practice your communication skills(40:41) Slack communication(42:23) Confidence in communication(50:17) The MOO framework(54:00) Staying calm in high-stakes conversations(57:36) Which tactic to start with(58:53) Effective tactics for managing up(01:04:53) Giving constructive feedback: strategy, not self-expression(01:09:39) Delegating effectively while maintaining high standards(01:16:36) The swipe file: collecting inspiration for better communication(01:19:59) Leveraging AI for better communication(01:22:01) Lightning round—Referenced:• Persuasive communication and managing up | Wes Kao (Maven, Seth Godin, Section4): https://www.lennysnewsletter.com/p/persuasive-communication-wes-kao• Making Meta | Andrew ‘Boz' Bosworth (CTO): https://www.lennysnewsletter.com/p/making-meta-andrew-boz-bosworth-cto• Communication is the job: https://boz.com/articles/communication-is-the-job• Maven: https://maven.com/• Sales, not logistics: https://newsletter.weskao.com/p/sales-not-logistics• How to be more concise: https://newsletter.weskao.com/p/how-to-be-concise• Signposting: How to reduce cognitive load for your reader: https://newsletter.weskao.com/p/sign-posting-how-to-reduce-cognitive• Airbnb's Vlad Loktev on embracing chaos, inquiry over advocacy, poking the bear, and “impact, impact, impact” (Partner at Index Ventures, Airbnb GM/VP Product): https://www.lennysnewsletter.com/p/impact-impact-impact-vlad-loktev• Tone and words: Use accurate language: https://newsletter.weskao.com/p/tone-and-words-use-accurate-language• Quote by Joan Didion: https://www.goodreads.com/quotes/264509-i-don-t-know-what-i-think-until-i-write-it• Strategy, not self-expression: How to decide what to say when giving feedback: https://newsletter.weskao.com/p/strategy-not-self-expression• Tobi Lütke's leadership playbook: Playing infinite games, operating from first principles, and maximizing human potential (founder and CEO of Shopify): https://www.lennysnewsletter.com/p/tobi-lutkes-leadership-playbook• The CEDAF framework: Delegating gets easier when you get better at explaining your ideas: https://newsletter.weskao.com/p/delegating-and-explaining• Swipe file: https://en.wikipedia.org/wiki/Swipe_file• Apple Notes: https://apps.apple.com/us/app/notes/id1110145109• Claude: https://claude.ai/new• ChatGPT: https://chatgpt.com/• Arianna Huffington's phone bed charging station (Oak): https://www.amazon.com/Arianna-Huffingtons-Phone-Charging-Station/dp/B079C5DBF4?th=1• The Harlan Coben Collection on Netflix: https://www.netflix.com/browse/genre/81180221• Oral-B Pro 1000 rechargeable electric toothbrush: https://www.amazon.com/dp/B003UKM9CO/• The Best Electric Toothbrush: https://www.nytimes.com/wirecutter/reviews/best-electric-toothbrush/• Glengarry Glen Ross on Prime Video: https://www.amazon.com/Glengarry-Glen-Ross-James-Foley/dp/B002NN5F7A• 1,000,000: https://www.lennysnewsletter.com/p/1000000—Recommended books:• On Writing Well: The Classic Guide to Writing Nonfiction: https://www.amazon.com/Writing-Well-Classic-Guide-Nonfiction/dp/0060891548/• Stein on Writing: A Master Editor of Some of the Most Successful Writers of Our Century Shares His Craft Techniques and Strategies: https://www.amazon.com/Stein-Writing-Successful-Techniques-Strategies/dp/0312254210/• On Writing: A Memoir of the Craft: https://www.amazon.com/Writing-Memoir-Craft-Stephen-King/dp/1982159375• Several Short Sentences About Writing: https://www.amazon.com/Several-Short-Sentences-About-Writing/dp/0307279413/• High Output Management: https://www.amazon.com/High-Output-Management-Andrew-Grove/dp/0679762884• Your Brain at Work: Strategies for Overcoming Distraction, Regaining Focus, and Working Smarter All Day Long: https://www.amazon.com/Your-Brain-Work-Revised-Updated/dp/0063003155/—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. Get full access to Lenny's Newsletter at www.lennysnewsletter.com/subscribe