Podcasts about advisor

  • 8,121PODCASTS
  • 22,594EPISODES
  • 35mAVG DURATION
  • 4DAILY NEW EPISODES
  • Aug 18, 2025LATEST

POPULARITY

20172018201920202021202220232024

Categories




    Best podcasts about advisor

    Show all podcasts related to advisor

    Latest podcast episodes about advisor

    Radio Sweden
    Gang suspect extradited from Chile, former national security advisor in court, minister wants to stop work visa pay hike, crocodile research

    Radio Sweden

    Play Episode Listen Later Aug 18, 2025 2:56


    A round-up of the main headlines in Sweden on August 18th, 2025. You can hear more reports on our homepage www.radiosweden.se, or in the app Sveriges Radio. Presenter/Producer: Kris Boswell.

    Growth Amplifiers
    How Small Changes Make Big Wins! Tim Petrey Shares his Story

    Growth Amplifiers

    Play Episode Listen Later Aug 16, 2025 26:44


    Join Host Kenny Harper as he sits down with Tim Petrey, CEO of HD Growth Partners, to discuss transformation stories that inspire taking amplified actions for amplified results. Tim shares insights from his 15-year journey, particularly highlighting the challenges and innovations during the COVID-19 pandemic. L earn about the importance of having your priorities straight, balancing work and personal life, and how to navigate business transitions. Tim also shares practical tips and industry-specific strategies, making this episode a must-watch for growth-minded individuals and business owners. 00:00 Introduction and Overview 00:35 Guest Introduction: Tim Petrey 01:33 Challenges and Transformations During COVID-19 05:59 Balancing Work and Family 14:32 Building Client Trust and Relationships 19:30 Advisor's Picks and Recommendations 23:54 Final Insights and Closing Remarks

    The Options Insider Radio Network
    The Advisor's Option 146: Battle Royale - Cash-Secured Puts vs. Collars

    The Options Insider Radio Network

    Play Episode Listen Later Aug 15, 2025 59:28


    In this episode, Mark Longo, Matt Amberson (ORATS), and Matthew Tuttle (Tuttle Capital Management) delve into several key areas, including the ongoing growth in the options market, the utility of zero-day options, and various options-based ETFs. The discussion covers market trends like increased single-name equity volume, strategies for employing cash-secured puts, and the benefits of using options for portfolio protection. Matt Amberson introduces their new AI tool, Otto, and Matthew Tuttle discusses the launch of their new zero-day and leveraged ETFs. Listener questions on options strategies, metrics for selling volatility, and the best ways to hedge risks are also addressed.   01:25 Welcome to The Advisor's Option 03:18 Meet the Hosts and Guests 07:06 Market Overview and Volatility Discussion 15:05 Earnings Volatility Report 20:38 Options 101: Strategies and Tips 28:21 The Buzz: Latest Developments in Options 31:48 Explosive Growth in the Options Market 32:20 New Generation of Options Traders 32:34 Innovations in Options Trading 33:42 ETF Strategies and Market Trends 36:54 Zero Day Options and Flex Options 41:22 Leveraged ETFs and High-Octane Trading 42:27 Office Hours: Answering Listener Questions 50:51 The Importance of Hedging for RIAs 55:27 Final Thoughts and Resources  

    Slam the Gavel
    Punished For Speaking Out; With Jay Hughes

    Slam the Gavel

    Play Episode Listen Later Aug 15, 2025 75:34


         Slam The Gavel welcomes Jay Hughes to the podcast. Jay Hughes has currently been volunteering as an Advisor for the NMFAO, the National Military Family Advocacy Organization.     Jay discussed how he and his mother have been treated regarding a defamation lawsuit and family court. He also talked openly about his mother's cancer diagnosis and how she is doing. To Reach Jay Hughes: www.NMFAO.org, jay@nmfao.org, jaynhughes@yahoo.comSupportshow(https://www.buymeacoffee.com/maryannpetri)Maryann Petri: dismantlingfamilycourtcorruption.comhttps://www.tiktok.com/@maryannpetriFacebook:  https://www.youtube.com/@slamthegavelpodcasthostmar5536Instagram: https://www.instagram.com/guitarpeace/Pinterest: Slam The Gavel Podcast/@guitarpeaceLinkedIn: https://www.linkedin.com/in/maryann-petri-62a46b1ab/  YouTube:  https://www.youtube.com/@slamthegavelpodcasthostmar5536  Twitter https://x.com/PetriMaryannEzlegalsuit.com   https://ko-fi.com/maryannpetrihttps://www.zazzle.com/store/slam_the_gavel/about*DISCLAIMER* The use of this information is at the viewer/user's own risk. Not financial, medical nor legal advice as the content on this podcast does not constitute legal, financial, medical or any other professional advice. Viewer/user's should consult with the relevant professionals. Reproduction, distribution, performing, publicly displaying and making a derivative of the work is explicitly prohibited without permission from content creator. Podcast is protected by owner. The content creator maintains the exclusive right and any unauthorized copyright infringement is subject to legal prosecution.Support the showSupportshow(https://www.buymeacoffee.com/maryannpetri)http://www.dismantlingfamilycourtcorruption.com/

    The Advisors Option
    The Advisor's Option 146: Battle Royale - Cash-Secured Puts vs. Collars

    The Advisors Option

    Play Episode Listen Later Aug 15, 2025 59:28


    In this episode, Mark Longo, Matt Amberson (ORATS), and Matthew Tuttle (Tuttle Capital Management) delve into several key areas, including the ongoing growth in the options market, the utility of zero-day options, and various options-based ETFs. The discussion covers market trends like increased single-name equity volume, strategies for employing cash-secured puts, and the benefits of using options for portfolio protection. Matt Amberson introduces their new AI tool, Otto, and Matthew Tuttle discusses the launch of their new zero-day and leveraged ETFs. Listener questions on options strategies, metrics for selling volatility, and the best ways to hedge risks are also addressed.   01:25 Welcome to The Advisor's Option 03:18 Meet the Hosts and Guests 07:06 Market Overview and Volatility Discussion 15:05 Earnings Volatility Report 20:38 Options 101: Strategies and Tips 28:21 The Buzz: Latest Developments in Options 31:48 Explosive Growth in the Options Market 32:20 New Generation of Options Traders 32:34 Innovations in Options Trading 33:42 ETF Strategies and Market Trends 36:54 Zero Day Options and Flex Options 41:22 Leveraged ETFs and High-Octane Trading 42:27 Office Hours: Answering Listener Questions 50:51 The Importance of Hedging for RIAs 55:27 Final Thoughts and Resources  

    Bitcoin Magazine
    The UK's Orwellian Future: Bitcoin as the Escape Hatch w/ Freddie New | Bitcoin Politics Ep. 5

    Bitcoin Magazine

    Play Episode Listen Later Aug 14, 2025 53:07


    The UK's Orwellian Future: Bitcoin as the Escape Hatch w/ Freddie New | Bitcoin Politics Ep. 5UK citizens are facing unprecedented restrictions under the new Online Safety Act — but what does this mean for privacy, Bitcoin, and the future of freedom tech? In this episode of Bitcoin Politics Weekly, host Frank Corva speaks with Freddy New, Chief Policy Officer & Co-Founder at Bitcoin Policy UK, about government overreach, hypocrisy in Parliament, and how individuals can defend their rights. They discuss privacy tools, Nostr, self-custody, and the importance of grassroots political action. Don't miss this deep dive into the intersection of Bitcoin and policy. Connect with Freddie New on X: https://x.com/freddienew Connect with Frank Corva on X: https://x.com/frankcorva Learn more about Bitcoin Policy UK: https://bitcoinpolicy.uk/ SIGN UP WITH DUELBITS TODAY FOR A CHANCE TO WIN UP TO 2 BTC  https://bm.b.tc/YT-Duelbits #adChapters:00:00 - Introduction and Context of the Online Safety Act02:17 - Overview and Critique of the Online Safety Act06:23 - Public Reaction and Hypocrisy Around VPN Usage08:08 - Impact on Bitcoin and Freedom Technologies like Noster09:52 - Challenges of Protocols and Front-End Interfaces10:53 - Privacy Advocacy and Practical Steps to Improve Privacy15:01 - Bitcoin as Digital Cash and Engaging Policymakers on Privacy16:15 - Legal Analysis of the Roman Storm and Samurai Cases20:03 - Further Legal Details and Prosecutorial Conduct21:29 - Frustration with Legal and Political Environment22:56 - Strategies and Philosophical Foundations for Privacy Advocacy25:25 - Individual Privacy Actions and Societal Contributions26:26 - Civics Lessons and the Need for Courage in Privacy Tech Adoption28:38 - Risks of Data Collection and the Rise of Privacy Awareness30:48 - Government Overreach and the Creation of Privacy Advocates32:00 - Challenges in Educating UK Policymakers and Public on Bitcoin34:12 - Bitcoin's Role in PayTech and Alternative Payment Systems34:50 - Political Landscape and Bitcoin Support in the UK37:00 - Mobilizing Bitcoin Supporters for Political Influence39:28 - Tools and Tactics for Grassroots Political Engagement40:56 - Building Alliances Between Bitcoin and Crypto Communities42:19 - Risk Profiles and Distinctions Between Bitcoin and Other Crypto Assets43:52 - Regulatory Perspectives on Meme Coins and Investment Risks46:33 - Humor and Realism in Crypto Investment Culture47:03 - Everyday Privacy Actions and Becoming a Bitcoiner51:04 - Emotional and Educational Aspects of Bitcoin Ownership52:29 - Closing Remarks and Contact Information#Bitcoin #Privacy #UKPolitics #OnlineSafetyAct #FreeSpeech #FinancialFreedom #Nostr #SelfCustody #BitcoinPolicy #UKLaw #FreedomTech #VPN #InternetCensorship #BitcoinAdvocacy #Cypherpunk #BitcoinUK #BitcoinMagazine #BitcoinPolitics #DigitalRights #UKBitcoin #BitcoinFreedom #BitcoinPrivacyX (formerly Twitter)Freddie New (@freddienew) on X| Head of Policy, @bitcoinpolicyuk |#npub1wl39ydk5rpecvtrzhq67afl9ykn2ty2xdxdkfmyan0rss3f3ma5sndznlxX (formerly Twitter)Frank Corva (@frankcorva) on XWhite House and political correspondent at @bitcoinmagazine | Contributor at @forbescrypto | Advisor at @heatbit | Founder at @newrencapbitcoinpolicy.ukBitcoin Policy UKWe champion good policies that will benefit all those in the UK who hold, use and mine Bitcoin

    MoneyWise on Oneplace.com
    Hope for Struggling Seniors with Harlan Accola

    MoneyWise on Oneplace.com

    Play Episode Listen Later Aug 14, 2025 24:57


    Many seniors today face significant financial strain—some even resort to borrowing to cover their basic living expenses.For retirees on a fixed income, a reverse mortgage can be a practical solution to access the equity in their home and bring much-needed stability. Harlan Accola joins us today with a message of hope for those looking for margin in their retirement years.Harlan Accola is the National Reverse Mortgage Director at Movement Mortgage, an underwriter of Faith and Finance. He is also the author of Home Equity and Reverse Mortgages: The Cinderella of the Baby Boomer Retirement.The Real Issue: Seniors Struggling with Credit Card DebtNearly 70% of seniors that Movement speaks with are carrying credit card debt. These aren't impulsive spenders buying luxury items. They're retired, living on fixed incomes, and they're relying on credit just to pay for basics like groceries and prescriptions. They're often asset-rich but cash-poor—sitting on significant home equity but drowning in interest rates of 25% to 35%.Many people suffer silently, too embarrassed to discuss their financial challenges. They don't realize that the equity in their home could be used to ease their burden without losing the home they love.One of the biggest hurdles is the spread of misinformation. People believe they'll lose their house, or that a reverse mortgage is inherently bad.In truth, the Home Equity Conversion Mortgage (HECM)—the most common form of reverse mortgage—is federally insured and designed to protect both the homeowner and their heirs. Properly structured, it can be a safe and responsible tool.Who Should Consider a Reverse Mortgage?Anyone over 62 with at least 50–60% equity in their home should take a closer look. A typical scenario might be someone still making monthly mortgage payments, even with a small remaining balance. Those payments—$800, $1,500 or more—can strain fixed retirement budgets.One common misconception is that you lose control of your home. In fact, you and your spouse can stay in your home for life, even if one of you passes away. You can choose how to receive the funds—from monthly income to a lump sum to the most popular option: a line of credit.Whether it's a car repair or a medical bill, reverse mortgage lines of credit provide flexibility. And it's all about wise stewardship.At the heart of this decision is a stewardship principle. As Proverbs 24:3 reminds us, “By wisdom a house is built, and through understanding it is established.” It doesn't make sense to live in a paid-off home but struggle to pay for groceries while racking up 30% interest on credit cards. That's not good stewardship.Reverse mortgages aren't for everyone—but many avoid them simply due to fear or misunderstanding. For some, it could be a life-giving solution.If you're entering—or well into—retirement and want to explore whether a reverse mortgage might be a fit for your situation, visit Movement.com/Faith. On Today's Program, Rob Answers Listener Questions:I'm 71 and still working, but I'm not sure how much longer I'll be able to keep it up. Would a reverse mortgage help me eliminate my monthly mortgage payment, allowing me to manage better if I need to stop working?I have recently retired and hold a 401(k) account with Fidelity. Someone mentioned a company called Big Money Retirement Solution, which offers a 9% annual return on an annuity. Should I consider moving half of my portfolio there?I heard there's a way to get a free credit report that the government requires. How do I access that?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Movement MortgageAnnualCreditReport.comWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook 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.

    Inteletravel.com - The Original Travel Agency At Home

    Hear from your Melia Account Managers about Meliá International Hotels plus learn about Meliá PRO—the Advisor platform where you can manage your clients' reservations and enjoy special agent benefits and rates.

    XYPN Radio
    Ep #410: Laying the Groundwork: How Financial Coaches Strengthen Advisory Relationships

    XYPN Radio

    Play Episode Listen Later Aug 13, 2025 34:56


    In this episode of Behind the Advisor, we talk with Monica Scudieri, founder of Grab Your Slice, about how financial coaches can support advisors by helping clients build stability and confidence before entering a planning relationship. We cover the difference between coaching and advising, how partnerships can improve client outcomes, and why coaching is a powerful tool for clients in transition.

    The Clark Howard Podcast
    08.12.25 Is the 60/40 Rule DEAD? and Inheriting Money The Right Way

    The Clark Howard Podcast

    Play Episode Listen Later Aug 12, 2025 46:53


    Is the 60/40 Rule DEAD? and Inheriting Money The Right Way Is the 60/40 investing rule dead? Fiduciary financial advisor Wes Moss tackles this question by looking back at research and revealing what a $500,000 portfolio would look like today. He shares why balanced investing is still critical for a comfortable retirement. Also, with the largest wealth transfer in history underway, Wes provides a reality check on inheriting money. He gives you a simple checklist for receivers and givers to make sure you're prepared. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the August 12, 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:   BOOKS BY WES MOSS   /   Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

    Global Dispatches -- World News That Matters
    Africa's Role on the Global Stage | Introducing: The "Future of Africa" Podcast Series

    Global Dispatches -- World News That Matters

    Play Episode Listen Later Aug 12, 2025 61:38


    Africa is the world's youngest continent — and its future is everyone's future. By 2030, 70% of sub-Saharan Africa's population will be under the age of 30. By century's end, one in three people on the planet will be African. What happens in Africa will shape the course of the 21st century. That's why Global Dispatches is proud to launch a bold new podcast series: The Future of Africa. Produced in partnership with the African Union, The Elders, and the United Nations Foundation, this series explores how Africa's rising generation is transforming the world—and how global leaders are engaging with this dynamic shift. Hosted by the powerhouse Kenyan journalist Adelle Onyango, The Future of Africa features intergenerational conversations between former presidents, Nobel Peace Prize winners, diplomats, and trailblazing young leaders. These are solutions-driven discussions tackling the most urgent issues of our time: climate, education, economic growth, governance, and more. Africa's influence on global decision-making is rising as the world's youngest and fastest-growing continent — but will young people be given the power to shape it? Chukwuemeka Eze lays out why legitimacy at home is the foundation for influence abroad, while Chido Mpemba champions young people's leadership in every sphere of governance. Jake Obeng-Bediako warns against “waithood” as the lost years between education and meaningful leadership, and calls for young Africans to be decision-makers. Together, they highlight ways young African countries are navigating geopolitical shifts, increasing their role in multilateral forums, and leveraging demographic and economic momentum. This is a call-to-action for anyone who believes Africa should lead as an innovator on the world stage. Guest Speakers Jake Bediako, Director of Policy and Implementation for Global Citizens Move Afrika Initiative. Dr. Chukwuemeka Eze, Director for Democratic Futures in Africa at the Open Society Foundation Chido Mpemba, formerly the African Union's Special Youth Envoy and currently the Advisor to the African Union Commission Chairperson for Women, Gender and Youth.

    The Diary Of A CEO by Steven Bartlett
    No.1 Herbal Medicine Expert: This Over The Counter Drug Is Quietly Killing You & They're Lying About Medicinal Plants!

    The Diary Of A CEO by Steven Bartlett

    Play Episode Listen Later Aug 11, 2025 135:08


    Is the root of every illness your gut? Could 5 simple herbs replace your medicine cabinet? Natural remedy expert Simon Mills reveals the herbal medicines that doctors overlook, and the herbs, spices, and daily habits to use instead!  Simon Mills is one of the most respected herbal practitioners of our time, with nearly 5 decades of clinical experience treating patients. He created the term ‘complementary medicine' in the 1970s, has served as a special advisor to the UK House of Lords, and currently works as an Advisor and Author at Herbal Reality. He explains:  How antibiotic resistance could kill millions and what natural remedies can do instead  The #1 hidden cause of chronic illness (that no one's talking about) How a common kitchen spice could kill 99% of cold viruses The 8 plants that are threatening Big Pharma's bottom line The ancient medicinal plants we've been lied to about, and how to use them 00:00 Intro 02:15 The Power of Medicinal Plants 05:15 Why Medicinal Plants Help Like Paracetamol Does 06:32 How Western Culture Is Getting It Wrong 11:34 Why People Should Care About Medicinal Plants 13:56 Helping 10K+ People With Plants 13:58 Patients Simon Has Helped 15:38 Case Study: Healing Through Plants 22:51 The Gut Controls Almost Everything 26:45 The Dangers of Becoming Antibiotic Resistant 32:38 Alternatives to Antibiotics 38:52 Alternatives to Cold Drugs 51:47 Vitamin D and Zinc for Infection Protection 55:37 Garlic Benefits 59:07 Remedies for Chronic Pain 1:02:12 Arthritis Relief Medicinal Plant 1:08:25 Should We Take Anti-Inflammatory Pills? 1:12:00 The Superpower of Purple Vegetables 1:16:37 Your Diet Recommendations 1:17:33 Keto Diet and Sugar 1:19:34 Keto Diet and the Menstrual Cycle Link 1:22:08 Can PCOS Symptoms Increase From Sugar? 1:23:31 Medicinal Plants to Increase Fertility 1:26:51 Healing Benefits of Echinacea, Frankincense, and Myrrh for the Upper Body 1:33:48 Water Fasting and Long Fasts 1:35:08 Cancer Prevention 1:37:13 Cardiovascular Health Improvements 1:39:00 Benefits of Turmeric Consumption 1:41:35 Prebiotics, Probiotics, and Postbiotics 1:43:24 The Shocking Benefits of Curcumin 1:50:27 Cocoa Powder Healing Benefits 1:54:44 Shocking Link Between Alzheimer's and Green Tea 1:56:39 Cholesterol and Statins — Is There an Alternative? 2:02:04 Omeprazole 2:08:29 How to Keep Up With a Fast-Changing World You can follow Simon, here: Instagram - https://bit.ly/4mmYAOh  Herbal Reality Instagram - https://bit.ly/4fA1jRF  Herbal Reality Website - https://bit.ly/46KVgaz  You can read a selection of articles by Simon Mills, here: What is herbal medicine? - https://bit.ly/45iYvDF  Are herbs safe? - https://bit.ly/453v35U  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:  Shopify - https://shopify.com/bartlett   ExpressVPN - Go to https://expressvpn.com/DOAC and find out how you can get 4 months of ExpressVPN free Learn more about your ad choices. Visit megaphone.fm/adchoices

    Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News
    2075: Trump's Bitcoin Advisor Will Smash Buy $1 BILLION BTC Tomorrow - $160K Next Month!

    Crypto News Alerts | Daily Bitcoin (BTC) & Cryptocurrency News

    Play Episode Listen Later Aug 11, 2025 32:27


    My Worst Investment Ever Podcast
    Enrich Your Future 41 & 42: DIY Investing or Hire an Advisor? How to Avoid the Costliest Mistakes

    My Worst Investment Ever Podcast

    Play Episode Listen Later Aug 11, 2025 30:42 Transcription Available


    In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry's new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 41: A Tale of Two Strategies and Chapter 42: How to Identify an Advisor You Can Trust.LEARNING: Passive investing is still the winner. If something is worth doing, it's worth paying someone to do it for you. “A good wealth advisor helps you build a plan and choose the best investment vehicles that'll give you the best chance of achieving your life and financial goals.”Larry Swedroe In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry's new book, Enrich Your Future: The Keys to Successful Investing. The book is a collection of stories that Larry has developed over 30 years as the head of financial and economic research at Buckingham Wealth Partners to help investors. You can learn more about Larry's Worst Investment Ever story on Ep645: Beware of Idiosyncratic Risks.Larry deeply understands the world of academic research and investing, especially risk. Today, Andrew and Larry discuss Chapter 41: A Tale of Two Strategies and Chapter 42: How to Identify an Advisor You Can Trust.Chapter 41: A Tale of Two StrategiesIn Chapter 41, Larry explains why investors who have implemented the types of passive strategies recommended in his book have experienced “the best of times.” On the other hand, for those who continue to play the game of active investing, it has generally been the “worst of times.”“It was the best of times, it was the worst of times.” Charles Dickens may have been writing about the French Revolution, but Larry observes that that line rings true for today's investors, too. Depending on how you approach the market, your experience can feel like either a triumph or a disaster.If you're betting on active management, it's the worst of timesAccording to Larry, people who still believe in the promise of active fund managers as the winning strategy are likely to find themselves in the “season of Darkness.” Over the years, the ability of active managers to consistently outperform has dwindled significantly.You may be surprised to learn that in 1998, when Charles Ellis wrote his famous book “Winning the Loser's Game”, about 20% of actively managed funds produced statistically significant returns after adjusting for risk. That figure was already discouraging.A later study in 2014 (Conviction in Equity Investing) found that the percentage of managers producing any net alpha had dropped from 20% in 1993 to just 1.6%.Larry reminds investors who are holding on to the hope that active management will deliver the goods that they are swimming against a strong current. The odds aren't in their favour—and neither are the expenses.It's the best of times for passive investorsIf you've embraced passive investing, it's the best of times. The resounding success of this strategy, backed by a wealth of data and real-world results, should instill a strong sense of confidence in your investment decisions.For investors who believe that markets are efficient...

    Corporate Escapees
    628 - From SI to CX Advisor Building a Profitable Salesforce Practice Without Competing on Price with Cyril Louis

    Corporate Escapees

    Play Episode Listen Later Aug 11, 2025 33:40


    Why you should listenCyril Louis shares how Mavericx transformed from a typical Salesforce implementation partner into a trusted CX advisor, offering a proven blueprint for boutique firms looking to escape the commodity trap.Learn how building and leading local communities for 10+ years became a powerful lead generation and recruitment strategy that costs nothing but delivers exponentially.Discover practical AI implementation strategies across retail and financial services, including the step-by-step maturity model that prevents costly AI pilot failures.If you're tired of competing on price with every other Salesforce partner and watching the big SIs walk away with the strategic work while you get stuck doing configurations, this episode will change how you think about positioning. Boutique after boutique races to the bottom, begging for leads from AEs who now expect you to bring them business instead of partnering with you. That's exactly where Cyril Louis from Mavericx was heading until his clients started asking him a different question: "What's next after Salesforce?" Instead of just implementing CRM, Cyril repositioned his firm as the CX strategy partner who happens to know Salesforce inside out. We break down his 10-year community play that's generated more qualified leads than any marketing campaign, his three-stage AI framework that prevents those expensive pilot disasters, and the hard lesson about saying no to bad-fit clients earlier.About Cyril LouisCyril has 17 years of experience in digital and cultivates a dual skill by focusing on CRM topics & customer knowledge as well as on engagement & digital marketing aspects.He worked on numerous missions aimed at defining new strategies as ‘Customer Centric Company‘ and ‘Data Driven Company‘ via customer journeys for a better engagement. These new customer journeys involve many reflections on organization, methodologies, data urbanization and IT architecture. Cyril regularly shares thoughts and best practices on topics around the omni-channel customer experience, whether in publications or at diverse conferences.His expertise has been recognized by Salesforce with his awards as Salesforce MVP, Salesforce Lightning Champion and Salesforce User Group Leader.Resources and LinksMavericx.chCyril's LinkedIn profileChatGPTClaude.aiCursorOnyxPrevious episode: 627 - SMS Isn't Spam: It's Your 98% Open Rate Gold Mine with Chris BrissonCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringFree Training for AI & Tech Consultants Ready to Stop Trading Time for MoneyJoin our newsletter

    Kevin Kietzman Has Issues
    Mahomes to Start in AZ, Indy QB Goes Down, Chargers Lose LT, R's Wrap Road Show, Gutfeld on Tonight Show, US Wants Maduro, Biden Advisor Fail, Song of Week

    Kevin Kietzman Has Issues

    Play Episode Listen Later Aug 8, 2025 44:56


       Andy Reid says Patrick Mahomes will start in the first pre season game at Arizona Saturday night, even as most other teams are not playing their QB1.  They tried it in Indy and lost their starting quaterback to injury right away.    In LA, the Chargers made their left tackle the highest paid lineman in the game last week.  Then, Rashawn Slater suffers a season ending injury.  This game is brutal.    The Royals wrap up a wicked road trip beginning with a crazy good pitching matchup at Minnesota Friday night.    Greg Gutfeld from Fox News appears on the Tonight Show with Jimmy Fallon.  The United States really wants the dictator in Venezuela out.  A Joe biden advisor says they declined a cognitive test for the former prez.  A fake nurse is caught in Florida.    And our song of the week is 50 years old and "voiced" by Hollywood's biggest legend ever.  It is perfect this week after a member of Congress announced she's a Guatemalan first and American second.  

    MoneyWise on Oneplace.com
    How Can You Find Financial Wisdom You Trust? with Brian Cochran

    MoneyWise on Oneplace.com

    Play Episode Listen Later Aug 8, 2025 24:57


    “The way of a fool is right in his own eyes, but a wise man listens to advice.” — Proverbs 12:15Wise financial decisions don't happen in a vacuum—they often require wise counsel. But how do you know if the person giving you advice shares your convictions and values? Brian Cochran joins us today to explore how biblical wisdom should shape not just our decisions, but the voices we trust.Brian Cochran is a Certified Financial Planner (CFP®), a Certified Kingdom Advisor (CKA®), and also serves as the Chief Stewardship Officer at John Moore Associates. The “Why” Shapes EverythingAt John Moore Associates, a recently celebrated milestone tells a powerful story—over $50 million in charitable giving facilitated through the families they serve. This achievement isn't about accolades or financial performance. It reflects a deeper belief: money is a gift from God, but it was never meant to be the ultimate goal for an individual. It's a tool designed for Kingdom impact.Certified Kingdom Advisors® take a distinct approach to financial planning. While they certainly aim to help clients grow their wealth, they are equally—if not more—committed to helping them give it away with wisdom and purpose. The core question isn't just, “How can you accumulate more?” but, “How can you steward it more faithfully?”Their mission is to walk alongside families and help them become wise and generous stewards of the resources God has entrusted to them. That vision informs every client meeting, every piece of advice, and every long-term strategy. They don't see themselves merely as business professionals—they see themselves as called to influence families toward biblically grounded financial decisions that reflect God's character and priorities.They refer to this role as being “stewards of stewards.” Their job is to help others manage God's money in a way that aligns with His will—not just to build bigger portfolios, but to foster hearts that reflect His generosity.The Art of Financial PlanningAlthough financial planning encompasses technical elements such as taxes, investments, and estate strategies, it is far more than just numbers. Financial planning is as much an art as it is a science.That's because personal values, priorities, and convictions ultimately shape every financial decision. Two families with identical balance sheets may receive vastly different advice depending on the worldview and values of their advisor. Even the most technically sound recommendations can lead a client astray if they don't align with their faith or purpose.Families excited to step into greater generosity have occasionally faced resistance—not from financial limitations, but from professionals who didn't understand why anyone would want to give so much away. Similarly, some clients have discovered their portfolios include investments in industries that conflict with their convictions, such as pornography, abortion, or addictive products. These disconnects are more common than many realize.When an advisor doesn't understand a client's “why,” they may unintentionally work against it.When Values AlignBy contrast, working with an advisor who shares a client's biblical values can be transformational. Rather than resist generosity, they champion it. They help clients move beyond conventional financial goals and pursue eternal ones—cheering them on as they give, invest, and plan with Kingdom purpose.This values alignment also fosters deeper conversations about contentment and purpose. Advisors who understand the biblical call to stewardship help clients shift from an accumulation mindset to one that asks, “How much is enough?” That change can lead to greater peace, joy, and impact.It also affects how clients invest. With the guidance of a biblically aligned advisor, many discover new confidence and clarity by investing in companies or funds that reflect their values. In many cases, clients feel more engaged and excited knowing that their investments are not only earning a return but also honoring God.Questions to Ask a Potential AdvisorFor those seeking this kind of partnership, here are a few essential questions to ask any prospective advisor:What are your core values, both personally and as a firm?How do those values shape the way you serve your clients?How do you define success in a client relationship?How are you compensated? Are there any potential conflicts of interest?Most importantly: How will your advice support and strengthen my faith?These questions open the door to alignment—and can help avoid unnecessary confusion or compromise down the road.Many Christians are already working with an advisor, but over time begin to sense that their values may not fully align. That tension shouldn't be ignored. It may be time to ask the same questions listed above. If the answers fall short, it might be wise to explore a new advisor who shares a biblical worldview.Though changing advisors can feel daunting, staying with one who doesn't understand or support a client's convictions may come at a greater cost.A Higher Calling in Financial AdviceUltimately, stewardship is at the heart of every financial decision. Money is not just a personal asset—it's a divine responsibility. A truly aligned financial advisor serves not just as a guide for wealth management but also as a partner in helping Christians honor God with all that He has entrusted to them.For those looking to take that next step with confidence, a nationwide directory of Certified Kingdom Advisors is available at FaithFi.com. Just click Find a Professional to connect with an advisor who shares biblical values and a Kingdom-focused approach to financial planning.On Today's Program, Rob Answers Listener Questions:I'm 70 and considering an annuity to add more stability to my portfolio. Can you explain the pros and cons? I'm looking for guaranteed income and want to diversify beyond my current investments in silver, stocks, and bonds.Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)John Moore AssociatesWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook 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.

    The Magellan Network Podcast
    2025 Advisor Growth Tips from The Science of Scaling

    The Magellan Network Podcast

    Play Episode Listen Later Aug 8, 2025 14:06


    What if the key to faster growth isn't doing more, but thinking differently? In this episode, I share insights from The Science of Scaling by Ben Hardy—a book I strongly recommend to every advisor looking to break out of the slow-growth cycle. It challenges the traditional, linear approach that so many advisors follow and replaces it with a smarter, more strategic mindset.

    Ahead In The Count
    Ahead In The Count Ep. 104 - Consumer Sentiment in Summer 2025

    Ahead In The Count

    Play Episode Listen Later Aug 7, 2025 14:17


    Welcome to "Ahead in the Count," presented by BIP Wealth. Our Baseball Division combines their collegiate and professional baseball playing experience with financial acumen to provide expertise in life on and off the field. We aim to give ballplayers and their families a better understanding about their unique lifestyle, the opportunities that come from playing this game, and insight into the complex financial world. This is "Ahead in the Count," hosted by Nolan Alexander, from BIP Wealth. Kyle Schmidt and Chase Murray discuss consumer sentiment and its impact on the markets during July and August 2025. They provide key info from the latest market stats and trends, and offer insight into why. The podcast also gives listeners a take on historic facts, and provides guidance on looking ahead. Make sure to listen to this podcast to set the table for the next episode with CIO Eric Cramer!. Please like, subscribe, and rate this podcast episode of Ahead in the Count! To contact the hosts, send an email to jhester@bipwealth.com, kschmidt@bipwealth.com, cmurray@bipwealth.com, or jhermida@bipwealth.com

    The Fran Spielman Show
    Navigating Chicago's Budget: A Conversation with senior mayoral advisor Jason Lee

    The Fran Spielman Show

    Play Episode Listen Later Aug 7, 2025 67:17


    Senior mayoral advisor Jason Lee discusses the various challenges Mayor Brandon Johnson's administration faces in balancing Chicago's budget. Topics include progressive revenue strategies, potential cost-cutting measures, environmental justice initiatives, and affordable housing policies. Lee also addresses the controversy around Aldermanic prerogative, the impact of pension costs, and the contentious proposals to raise the garbage collection fee and introduce video gaming at airports. Additionally, he touches on the mayor's approach to Chicago Public Schools' financial crisis, transit funding, and future development projects such as the proposed stadium for Chicago Fire at the 78. 

    Corrosion Chronicles
    Materials Selection During Project Execution

    Corrosion Chronicles

    Play Episode Listen Later Aug 6, 2025 37:49


    In this episode, Cathleen Shargay, Advisor of Materials and Welding Engineering at Becht, joins co-hosts Heather Allain and Marc Cook to explore the complexities of materials selection during project execution. The conversation covers a wide range of essential topics, from understanding what materials selection diagrams (MSDs) are and how they interface with process engineering, to evaluating life cycle cost inputs and establishing design life. Cathleen also unpacks how MSDs relate to Integrity Operating Windows (IOWs) and Corrosion Control Documents (CCDs), and how these tools work together to support informed decision-making. The episode dives into strategies for managing excursions, assessing corrosion circuits, and understanding the consequences of material failure. Finally, the discussion looks ahead to how artificial intelligence is beginning to shape materials selection and analysis in the future of engineering. This episode is sponsored by Tricor Metals and Webco Industries.   Corrosion Chronicles is produced by Association Briefings.

    Shoot the Moon with Revenue Rocket
    When (and Why) IT Services Firms Should Hire a Buy-Side M&A Advisor

    Shoot the Moon with Revenue Rocket

    Play Episode Listen Later Aug 6, 2025 37:27


    “The fastest-growing firms marry organic excellence with a disciplined, outsourced M&A engine.” — MikeI. Warm-Up: The CEO MindsetQ1. Mike, what are some of the most common reasons CEOs in IT services think about buying another company?Q2. When should a CEO not consider buying? When is it too early or misaligned with the company's strategy?Q3. What are some signs a firm is ready to start looking for acquisitions? II. Why Engage a Buy-Side Firm at All?Q4. So let's get into it: why hire a buy-side advisor like Revenue Rocket instead of just sourcing deals yourself? What's the real value?Q5. What are the risks of going it alone? Can you talk about deal fatigue, overpaying, or getting stuck in a bad fit?Q6. Some CEOs think they know their market well enough to hunt alone. What's your response to the “we've got it covered” argument?Q7. We often say we're not bankers, we're operators. How does Revenue Rocket's buy-side work differ from traditional investment banking? III. Timing and Engagement StrategyQ8. When is the right time to engage a buy-side firm—before or after you've identified a target?Q9. How long does a typical buy-side process take—from kickoff to LOI to close?Q10. What should a buyer come to the table with? What homework should they do before engaging an advisor? IV. Results, Metrics, and MistakesQ11. What makes a buy-side project successful? What metrics or signals tell you it's working?Q12. What are the biggest mistakes buyers make—even with an advisor in place?Q13. Talk about deal volume vs. deal quality. How do we balance sourcing a lot of targets with getting the right ones? V. Case Study and Wrap-UpQ14. Mike, can you share a story—no names needed—where hiring us as a buy-side advisor turned a good idea into a great outcome?Q15. For the CEO listening who's on the fence—what's your final argument for why now might be the time to engage a buy-side partner? Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

    The Clark Howard Podcast
    08.05.25 Ask An Advisor With Wes Moss

    The Clark Howard Podcast

    Play Episode Listen Later Aug 5, 2025 41:29


    Catch-Up Secrets for Savers 55+ and Does the 4% Rule Really Work? Are you 55 or older and feeling behind on retirement savings? Or perhaps you're wondering how to make your money last once you do retire? Fiduciary financial advisor Wes Moss dives deep into crucial strategies for those 55 and up, including powerful "catch-up" contributions for your 401(k), IRA, and HSA that can add thousands to your nest egg. Also, Wes also reveals the often-debated but incredibly powerful 4% rule, explaining why it's a critical guideline for sustainable retirement withdrawals and how it can reduce your anxiety about running out of money. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the August 5, 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:   BOOKS BY WES MOSS   /   Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

    Fibromyalgia Podcast
    Replay: Special #2: Who Makes a Good Certified Fibromyalgia Coach®?

    Fibromyalgia Podcast

    Play Episode Listen Later Aug 5, 2025 34:54


    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. Don't like waiting? Register now to have 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. Join our next Virtual Open House and learn about our specialized training programs. Understand the difference between our Coach and Advisor paths, explore tuition options, and discover our fibro-friendly class structure. Click here to register or watch the replay. To learn more about the Certified Fibromyalgia Advisor® class, visit the show notes. 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®.

    The Startup Tri-Valley Podcast
    Meet Daybreak Labs Operations Advisor: Janelle Muranaka, COO and Co-Founder, EazeBio

    The Startup Tri-Valley Podcast

    Play Episode Listen Later Aug 5, 2025 61:41 Transcription Available


    In this episode of the Startup Tri-Valley Podcast, hosts Yolanda Fintschenko, executive director of Daybreak Labs and i-GATE Innovation Hub, home of the Startup Tri-Valley (STV) Initiative. This episode features an in-depth conversation with Janelle Muranaka, COO and Co-founder of EazeBio and Operations Advisor for Daybreak Labs. It focuses on Muranaka's journey into the startup world, her passion for the Tri-Valley life sciences ecosystem, and the unique role of operations executive.Tune in or watch the link to YouTube to learn about the unique advantages of the Tri-Valley startup ecosystem.

    Arctic Circle Podcast
    The New Emirates Polar Program

    Arctic Circle Podcast

    Play Episode Listen Later Aug 5, 2025 39:10


    In this episode, we take a closer look at the United Arab Emirates' new polar program.As global interest in the Arctic continues to grow, countries beyond the region, including those in the Middle East and South Asia, are stepping up investments in polar science, climate research, and international cooperation.To explore this emerging landscape, the conversation brought together:Ebrahim Al Hajri, President of Khalifa University, United Arab EmiratesJan-Gunnar Winther, Pro-rector for Research and Development, UiT The Arctic University of NorwayThamban Meloth, Director, National Centre for Polar and Ocean Research (NCPOR), IndiaWassim Said, Advisor to the UAE Presidential Court and member of the Emirates Polar Program Steering CommitteeModerating the Session was Katrín Jakobsdóttir, Chair of the Arctic Circle Polar Dialogue and former Prime Minister of Iceland.This conversation was recorded live at the Arctic Circle India Forum, held in New Delhi on May 3–4, 2025, and is part of the Polar Dialogue.Arctic Circle is the largest network of international dialogue and cooperation on the future of the Arctic. It is an open democratic platform with participation from governments, organizations, corporations, universities, think tanks, environmental associations, Indigenous communities, concerned citizens, and others interested in the development of the Arctic and its consequences for the future of the globe. It is a nonprofit and nonpartisan organization. Learn more about Arctic Circle at www.ArcticCircle.org or contact us at secretariat@arcticcircle.orgTWITTER:@_Arctic_CircleFACEBOOK:The Arctic CircleINSTAGRAM:arctic_circle_org

    Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
    When Values No Longer Align: An Ex-Wells Fargo Advisor's Leap to Independence

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

    Play Episode Listen Later Jul 31, 2025 38:12


    Brian Pultman discusses why he chose independence over taking a wirehouse transition deal. However, as he candidly shares, building your own RIA is not always a smooth process, yet it resulted in aligning his values while building $1B+ Correct Capital Wealth Management.

    The Advisor Journey
    Why Most Advisor Brands Disappoint: Emily Binder Shares 3 Ways to Get it Right

    The Advisor Journey

    Play Episode Listen Later Jul 31, 2025 34:16


    Emily Binder, founder of Beetle Moment Marketing and WealthVoice, returns to The Advisor Journey to share her deep expertise in financial services marketing. Emily dives into the critical shifts she's witnessed over her eight years in the industry, emphasizing the democratization of content creation and the evolving landscape shaped by short-form video and social media.In this insightful episode, Emily highlights why authenticity and distinctiveness are more crucial than ever, detailing practical ways advisors can build standout brands that resonate deeply with clients. She explores common pitfalls such as reliance on generic, canned content, and shares actionable strategies for advisors to elevate their online presence effectively.Listeners will gain valuable insights on leveraging powerful tools like Descript for streamlined content creation, and discover why genuine human connection remains a timeless differentiator despite rapid technological advancements. Emily also shares compelling case studies illustrating how advisors have successfully used targeted content strategies to drive significant growth and client engagement.Whether you're refining your existing brand or launching your marketing efforts from scratch, this episode provides a clear, actionable roadmap to authentically connect with your ideal clients and position your advisory firm uniquely within the marketplace.ABOUT ALTRUIST: We're on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...

    Future of Agriculture
    [Tech-Enabled Advisor Series] Improving the Ag Retail Experience With Jason Weirich of MFA, Inc.

    Future of Agriculture

    Play Episode Listen Later Jul 30, 2025 43:00


    This episode was produced in partnership With AgVend: https://www.agvend.com/MFA, Inc: https://mfa-inc.com/ FoA 269: [Tech-Enabled Advisor Series] Cooperatives Embrace Digital Tools with KC Graner of Central Farm ServiceI'm bringing back the Tech-Enabled Advisor Series to better understand agtech through the lens of the BUYER of that technology rather than just the entrepreneurs or investors. By talking to the buyers rather than the sellers of the tech, we got an unfiltered introduction to the technology and more importantly got to see how its used and the VALUE that it provides users. To do this, I partner with a company and together we invite one of their customers onto the show. The catch is that they're not allowed to script these individuals or dictate what to say or edit it after it is recorded - it has to be real and unfiltered. So today's episode featuring Jason Weirich of MFA was produced in partnership with AgVend. Since launching their first platform in 2020, AgVend's technology is used by more than 35% of the North American ag retail market. Today you'll hear how one of those retailers, MFA, launched a digital platform called MFA Connect with AgVend.Jason Weirich is the executive vice president of operations at MFA, which has around 45,000 member owners. They are one of the largest ag retailers in the country, consistently in the top 10 of the CropLife 100. Jason oversees the retail operations located throughout Missouri and surrounding states including Southern IA, Eastern KS, Northeast AR and Northwest Oklahoma. He also oversees the wholesale operations which span the entire midwest from the rocky mountains to Ohio. Prior to joining MFA 15 years ago, Jason was the state extension weed specialist with the University of Missouri. He joined the cooperative as the director of agronomy and says he walked a lot of fields for nine years before eventually moving into his current role. Our conversation today touches on the the relevance of the cooperative model, how he's making difficult decisions in this tough farm economy, why they implemented MFA Connect and the results they are seeing from this digital platform and customer portal, the role of the ag retailer in the changing farmer demographic, and how he goes about implementing change in a big industry and a large organization. About AgVend:AgVend is the leading provider of digital enablement solutions that transform the way agribusinesses operate their organizations and engage with their customers. AgVend's white-labeled system of action streamlines workflows from field to office, enabling frontline teams to offer more efficient and differentiated customer interactions. Since launching their first platform in 2020, AgVend's technology is used by more than 35% of the North American ag retail market.

    Ideas from CBC Radio (Highlights)
    Making the case for what a university could and should be

    Ideas from CBC Radio (Highlights)

    Play Episode Listen Later Jul 30, 2025 54:08


    Universities have always been places of protest and dissent, but University of Toronto English professor Randy Boyagoda argues that it should be something more — a place for productive discourse. He says we must check the assumption that our lived experience, well-formed arguments, or even knee-jerk responses are all there is to any given matter. That means staying open to the possibility of being wrong.In January 2024, he became the university's Advisor on Civil Discourse, the first position of its kind in Canada, prompted in part by campus convulsions since October 7th. Boyagoda explores the question: what are universities for? *This episode originally aired on Oct. 7, 2024.

    Sean White's Solar and Energy Storage Podcast
    Grid Forming Inverters and More: Inverter Consultant Ignacio Carellan of Inverter Advisor

    Sean White's Solar and Energy Storage Podcast

    Play Episode Listen Later Jul 30, 2025 36:56


    In this episode, Sean White talks with Ignacio Carellan, founding director of Inverter Advisor, a company dedicated to helping large-scale solar projects avoid costly inverter failures. They explore the growing importance of grid-forming inverters, the role of reliability testing, and key considerations when designing utility-scale systems. With insights from real-world projects across the US, Europe, and Australia, this episode highlights what it takes to build more resilient solar infrastructure.   Topics covered: Grid Forming Inverter Grid Following Inverter Inverter Advisor www.inverteradvisor.com HeatSpring Classes Utility-Scale Inverters String Inverters Central Inverters NABCEP = North American Board of Certified Energy Practitioners Solyndra MPPT = Maximum Power Point Tracking PCB = Printed Circuit Board Spanish Blackout Stand-alone Inverter Synthetic Inertia ESIG = Energy Systems Integration Group www.youtube.com/@energysystemsintegrationgroup ERCOT = Electric Reliability Council of Texas Smarter E / Intersolar NEC = National Electrical Code PCB = Printed Circuit Board System Availability Reliability Testing Tropical Climates Root Cause Analysis LCOE = Levelized Cost of Energy Tariffs Inverter Warranty Microinverter Three-Phase Systems   Reach out to Ignacio Carellan Here: Linkedin: www.linkedin.com/in/ignacio-carellan Website: www.inverteradvisor.com   Learn more at www.solarSEAN.com and be sure to get NABCEP certified by taking Sean's classes at www.heatspring.com/sean

    The Clark Howard Podcast
    07.29.25 Ask An Advisor With Wes Moss

    The Clark Howard Podcast

    Play Episode Listen Later Jul 29, 2025 35:47


    Are You Richer Than You Think? and This Little-Known Strategy Can Save You a Ton in Taxes Do you feel rich? Fiduciary financial advisor Wes Moss breaks down how to calculate your “rich ratio” and reveals surprising signs you're wealthier than you realize. Plus, discover the little-known NUA rule – a potential tax-saving strategy that could save you thousands on your 401(k)! Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the July 29, 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:   BOOKS BY WES MOSS   /   Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

    Fibromyalgia Podcast
    Fibromyalgia Stories of Hope & Healing #11

    Fibromyalgia Podcast

    Play Episode Listen Later Jul 29, 2025 77:21


    There aren't enough stories out there of people who have fibromyalgia and who have found ways to feel better. Many of our doctors tell us there's nothing we can do, and it's not uncommon to hear about how terrible life with fibromyalgia is. But while it can be debilitating, it's not a life sentence. There's always something else you can try to manage your fibromyalgia symptoms. Life adjustments will have to be made, but feeling better is absolutely possible, and all of our students have experienced this for themselves. After taking the Certified Fibromyalgia Advisor® program, graduates see an average of 50% improvement in their symptoms, and after taking the Certified Fibromyalgia Coach® program, are often nearly symptom-free. Most fibromyalgia medications only offer 15-30% improvement, if they work for the individual at all. Today, in the eleventh installment of our Stories of Hope and Healing, you're going to hear the stories of four recent graduates, as told by them. For this class, the Advisor students showed an average improvement of 66%, while our Coach students achieved scores that align with what some people consider remission. In this episode you'll hear about how Jeannette overcame perfectionism and what she did to pace herself, why Jeannette wanted to become a coach, what she's learned from both client wins and challenges, the tools and strategy that most helped Jeannette improve her Fibromyalgia Impact Questionnaire (FIQR) score, Jeannette's ideal coaching clients, her advice for perfectionists just starting their healing journey, why Shelly chose community and coaching for her fibromyalgia journey, how her coach, Kim, helped her learn to manage her pace and setbacks, how Shelly achieved a 59% FIQR improvement through small, sustainable changes, Shelly's advice for listeners who feel overwhelmed, what it was like for Jacqui to start the class during her worst fibro flare, the major differences in Jacqui's life before and after coaching, the specific steps Jacqui took with her coach around medication, nutrition, and mindset, what inspired Jacqui to become a coach and help other fibromyalgia patients, Lauren's experience being diagnosed during the pandemic and with two young children, Lauren's two-year journey of gradual healing and the long-term strategies that made a difference, success stories from Lauren's clients, how Lauren supports mothers of neurodivergent children, Lauren's encouragement for moms navigating both fibromyalgia and caregiving, how you can get support on your fibromyalgia journey, and more.     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. To learn more about the resources mentioned in this episode, visit the show notes. 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 complimentary consultation with a Certified Fibromyalgia Coach®.  

    On Your Mark, Get Set, Grow!
    Classic Episode: Ken Eissing on 6 Ways the CEO Can Generate BIG Sales

    On Your Mark, Get Set, Grow!

    Play Episode Listen Later Jul 29, 2025 35:51


    Guest: Ken Eissing, a coach at CEO Coaching International. Ken has served as President, COO, General Manager, or Advisor in the Technology, Media, Telecom, and BPO Financial Services industries in public and private entities ranging from Fortune 100 to less than $20 million businesses. Quick Background: Is your sales team consistently clearing the bar, month after month? Great. Then it's time to raise the bar.  Left to their own devices, even the best salespeople will take the path of least resistance to hitting their targets and getting paid. This misalignment between what's good for your people and what's good for the business will eventually lead to a plateau -- and that's the last place you want to be with competition rising, tariffs looming, and AI disrupting.  The CEO needs to keep every piece of the sales process -- from what you're selling to the quality of the team doing the selling -- on an upward trajectory that drives the whole company towards its long-term goals.  On this classic episode, Ken Eissing discusses six ways CEOs can assemble, manage, and motivate a top sales team that will drive fast growth and Make BIG Happen.

    Inteletravel.com - The Original Travel Agency At Home

    Advisor and self-confessed control freak Carly Bacon on nailing those big ticket bookings.

    The Future Of Teamwork
    How Good Managers Become Toxic and What to Do About It with Sabina Nawaz

    The Future Of Teamwork

    Play Episode Listen Later Jul 29, 2025 47:14


    In this episode of The Future of Teamwork, Dane Groeneveld chats with Sabina Nawaz, CEO Coach & Advisor, keynote speaker, and author of You're The Boss, to explore how pressure – not power – is what corrupts leadership. Sabina shares her powerful personal story of how she went from a once-compassionate manager at Microsoft to someone she no longer recognized under the crushing weight of work, parenthood, and expectations, and the lessons she learned from it.Sabina introduces practical strategies leaders can use to become more effective, self-aware managers, universal "pressure pitfalls" and "power gaps" leaders fall into, and why leaders must get out of the way to allow their teams to thrive. Whether you lead a team or aspire to, this conversation offers a thoughtful and accessible roadmap for navigating the very human side of leadership.Key Takeaways:Pressure corrupts, not power.The importance of empathy in leadership.Creating a supportive environment enhances team performance.Feedback should start with the employee's perspective.Multiple meanings can lead to better problem-solving.Leaders should create a container for team growth.Emotional awareness is crucial for effective leadership.Mattering is essential for team members' engagement.Communication fault lines can hinder team dynamics.Micro habits can lead to significant changes.

    The Root of All Success with The Real Jason Duncan
    315: Why This Top Advisor Walked Away From Millions to Help You Build Wealth With Purpose ft. Derrick Kinney

    The Root of All Success with The Real Jason Duncan

    Play Episode Listen Later Jul 28, 2025 38:30


    Would you walk away from millions to help others master their money—and their mindset? That's exactly what Derrick Kinney did. After building a massively successful financial advisory firm, Derrick realized he wanted more than wealth—he wanted to make an impact. In this empowering episode of The Root of All Success, host Jason Duncan talks with the bestselling author of Good Money Revolution about the deeper purpose behind wealth and how to use money as a force for good. Derrick unpacks how anyone—no matter their income level—can shift from scarcity to generosity and build a life that's profitable and purposeful.

    The Exit - Presented By Flippa
    From Weddings to Winning Exits: How Kerri Glover Built & Sold a 7-Figure Service Brand

    The Exit - Presented By Flippa

    Play Episode Listen Later Jul 28, 2025 29:36


    Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business, and you'll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit -- In this episode, Kerri Glover, M&A Advisor at Sagewood and the former founder of one of Colorado's largest wedding planning firms. Kerri reveals how she went from bootstrapping a solo wedding planning side hustle to building a 20-person team, operating globally, and eventually selling her service-based business for a 7-figure exit. She shares the behind-the-scenes of preparing for a successful sale, covering everything from SOPs and financial clean-up to branding decisions and letting go of founder dependence. Kerri also offers her perspective on the biggest mistakes sellers make, how real estate impacts deal timelines, and what buyers really want in today's market. Whether you're building a service business or planning your next move, this conversation is packed with timeless advice on how to turn your business into a valuable, transferable asset. -- With over two decades of experience in the wedding industry, Kerri Glover's journey is a testament to passion, innovation, and entrepreneurial spirit. Her expertise, honed through planning over 1,500 weddings globally and contributing to the creation or redevelopment of 25 venues, is matched only by her insatiable thirst for knowledge. With an MBA from Regis University and a Juris Doctorate from Albany Law School, Kerri brings a unique blend of creative vision and business acumen to every project she undertakes. In 2016, Kerri sold her firm, the largest wedding planning company in Colorado, with Sagewood Advisors, where she is now an M&A Advisor helping others do the same. Kerri Glover on LinkedIn: https://www.linkedin.com/in/kerrilglover/ Websites: https://gosagewood.com/ - https://www.weddingvenuebroker.com/ -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

    Relationships & Revenue with John Hulen
    Episode 274 Rediscovering Purpose and Vitality After 50 with Mike Pedersen (Part 2)

    Relationships & Revenue with John Hulen

    Play Episode Listen Later Jul 25, 2025 32:09


    John and Mike continue their conversation. In Part 1, Mike shared his journey from being an entrepreneur to becoming a strategic advisor, author, and creator of the DecideFast app. In this episode, Mike explains how the DecideFast app works, what inspired him to build it, and why he believes it can be life-changing. They also discuss authenticity, masculinity, leadership, and much more. Listen to this episode to learn more: [00:00] - DecideFast app [02:09] - Who the app is for & its functionality [04:48] - The thinking behind the app [06:10] - What's next for Mike [07:24] - Building a community around the app [08:43] - How Mike improves his significant relationships [10:30] - Healthy masculinity and why society often mislabels it as toxic [12:14] - The broken bridge analogy [14:53] - Complaining vs. action in relationships [17:57] - John's belief in the institution of marriage [22:33] - Mike's definition of success [23:47] - Traits of a great leader [24:56] - How Mike invests in his growth [25:27] - Best way to connect with Mike [27:23] - Books recommendation [27:34] - Podcasts Mike listens to most [28:20] - John's book, The F6 Secrets of Relationships [30:59] - Closing thoughts NOTABLE QUOTES: “Fix yourself first. You do whatever you can to try to save that marriage. And if, at that point, the marriage doesn't work, then it's time to move on.” “You gotta become the best version of yourself to be able to lead anybody. Because if you can't lead yourself, you can't lead anybody else.” “Be yourself. Just be authentic. Don't try to be anything you're not. When you're authentic, you attract the right person anyway.” “A lot of times, people focus on the exterior, the outside world. You've got to fix the inside world first. If you fix that, the inside world, you're going to be pretty good in life.” BOOKS MENTIONED: The Way of the Superior Man: A Spiritual Guide to Mastering the Challenges of Women, Work, and Sexual Desire by David Deida (https://a.co/d/dy5bNSu) Think and Grow Rich by Napoleon Hill (https://a.co/d/aahwGeE) The 7 Love Agreements by Dr. Douglas Weiss (https://a.co/d/5ssuwF3) PODCAST MENTIONED: The Game with Alex Hormozi (https://tinyurl.com/TheGamePodcastAH) CONTENT CREATORS MENTIONED: Brian Tracy (https://www.instagram.com/thebriantracy/) Gary Vaynerchuk (https://www.instagram.com/garyvee/) USEFUL RESOURCES: https://mikepedersen.com/ https://decidefastapp.com/ https://www.linkedin.com/in/mikepedersen/ https://www.instagram.com/michaeltpedersen/ https://www.instagram.com/decidefastapp/ https://www.facebook.com/mikepedersen https://www.facebook.com/getdecidefast https://x.com/mikepedersen https://x.com/decidefastapp Man Awakened: Rediscovering Purpose and Vitality After 50 (https://a.co/d/aAHCtao) Atomic Actions: Experience Transformative Breakthroughs and Unstoppable Momentum (https://a.co/d/gYzOol4) Dominate Your Market: NO BS Impact Strategies to Explode Your Business Revenues, Have More Energy, and Get the Life You Really Want (https://a.co/d/j3wkZcG) CONNECT WITH JOHN Website - https://iamjohnhulen.com    Instagram - https://www.instagram.com/johnhulen    Facebook - https://www.facebook.com/johnhulen    X - https://x.com/johnhulen    LinkedIn - https://www.linkedin.com/in/johnhulen    YouTube - https://www.youtube.com/channel/UCLX_NchE8lisC4NL2GciIWA    EPISODE CREDITS Intro and Outro music provided by Jeff Scheetz - https://jeffscheetz.com/ 

    The Daily Grind
    S7 Episode 34: Amanda Bedell | Owner + Advisor | BBC Business Consulting

    The Daily Grind

    Play Episode Listen Later Jul 24, 2025 31:30


    “Don't forget the little movements make the big difference at the end of the day” on the Daily Grind ☕️, your weekly goal-driven podcast. This episode features Kelly Johnson @kellyfastruns and special guest Amanda Bedell, who is the owner of BCC Business Consulting. She is an advisor for women biz owners, $500k+ wanting to scale with profit (not burnout).S7 Episode 34: 07/24/2025Featuring Kelly Johnson with Special Guest Amanda BedellAudio Credit Intro and Outro: Daniel ChayraFollow Our Podcast:Instagram: @dailygrindpod https://www.instagram.com/dailygrindpod/  X: @dailygrindpod https://x.com/dailygrindpod Facebook: https://www.facebook.com/dailygrindpodTikTok: https://www.tiktok.com/@dailygrindpodPodcast Website: https://direct.me/dailygrindpod   Follow Our Special Guest:Website: https://bccbusinessconsulting.com/ LinkedIn: https://www.linkedin.com/in/amandabedell/ Instagram: @amandabedell Facebook: https://www.facebook.com/BCCBusinessConsulting

    Legal AF by MeidasTouch
    Trump Top Advisor Busted Betting Against Own Deals

    Legal AF by MeidasTouch

    Play Episode Listen Later Jul 23, 2025 17:18


    You know how we know that Trump and his Administration don't believe that their Tariffs are legal? The Commerce Secretary's former company, “owned” by his sons, is offering to buy 100s of millions of tariff payment claims betting heavily that Trump's Tariffs, promoted by their daddy, will be ruled illegal and unconstitutional in the courts. Michael Popok ties it all together on his latest hot take. Square: Get up to $200 off Square hardware when you sign up at https://square.com/go/legalaf! #squarepod Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast The Influence Continuum: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan Mea Culpa with Michael Cohen: https://www.meidastouch.com/tag/mea-culpa-with-michael-cohen The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show Burn the Boats: https://www.meidastouch.com/tag/burn-the-boats Majority 54: https://www.meidastouch.com/tag/majority-54 Political Beatdown: https://www.meidastouch.com/tag/political-beatdown On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Coalition of the Sane: https://meidasnews.com/tag/coalition-of-the-sane Learn more about your ad choices. Visit megaphone.fm/adchoices

    Paul's Security Weekly
    Getting Consensus as a CISO, While Calculating Cybersecurity ROI and Building a Team - Khaja Ahmed - BSW #405

    Paul's Security Weekly

    Play Episode Listen Later Jul 23, 2025 63:11


    How do we get security right? The answer varies by many factors, including industry, what you're trying to protect, and what the C Suite and Board care about. Khaja Ahmed, Advisor at CISO Forum, joins Business Security Weekly to discuss how to get consensus on your security program. CISOs, executives, and the Board need to be aligned on the risks and how best to address them. And it's not technical risks, it's business risks measured by legal or financial impact. Khaja will help guide new and existing CISOs on how to: Work across the business to build consensus Identify and quantify risks in financial and legal terms Design security from the start Be effective as a security leader In the leadership and communications section, Is the C-Suite Right for You?, What Fortune 100s are getting wrong about cybersecurity hiring, Why Communication Is Exhausting in Chaotic Workplaces, and more! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-405

    The Clark Howard Podcast
    07.22.25 Ask An Advisor With Wes Moss

    The Clark Howard Podcast

    Play Episode Listen Later Jul 22, 2025 46:27


    10 Financial Myths That Are Costing You Money Are you falling for common financial myths that are holding back your wealth? Fiduciary financial advisor Wes Moss debunks 10 prevalent financial misconceptions that could be costing you big time! 10 Investing Myths That Are Costing You Money Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the July 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:   BOOKS BY WES MOSS   /   Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

    Financial Advisor Success
    Ep 447: Getting A Healthy Flow Of New Clients From Centers Of Influence By Addressing The Referral Risk They Fear The Most with Dan Allison

    Financial Advisor Success

    Play Episode Listen Later Jul 22, 2025 90:00


    Financial advisors frequently seek out relationships with Centers Of Influence (COIs) such as accountants and attorneys, but sometimes find that it's hard to get referrals from these professionals. Advisor marketing expert Dan Allison believes this is because COIs fear putting their own reputations on the line and joins the show today to explore how financial advisors can reframe COI relationships by reducing that risk and building real trust over time. Dan is the owner of The Exchange, a virtual content platform and community focused on helping financial advisors master client acquisition and relationship-building. Listen in as he shares how to approach the first COI meeting to set the tone for a high-value relationship, why building credibility often takes months (or even years), and how to use client feedback to reinforce the COI's confidence in making future referrals. We also discuss creating regular touchpoints with COI partners, setting up COI mastermind groups to drive both learning and connection, and how finding partners who already serve your niche clients can lead to deeper, more consistent referral streams. For show notes and more visit: https://www.kitces.com/447

    Fibromyalgia Podcast
    Replay: Special #1: The Best Way I Know To Feel Better

    Fibromyalgia Podcast

    Play Episode Listen Later Jul 22, 2025 32:22


    As a master Certified Fibromyalgia Coach®, author, and fibro podcaster, the questions I'm asked more than any others are: How do I get better? How do I improve my Fibromyalgia so I can get back to living the life I want to live? While those sound like simple questions, they do not have simple answers. We all have similar symptoms, what helps you feel better may not be the thing that helps me feel better. We all have to find our own magic formula for what makes us feel best. I know from personal experience just how overwhelming it can be to find that formula on your own. That's why I created a training program in 2015 that would teach people just like you how to improve their own Fibromyalgia, and how to help others do the same. In this first episode of a special series where I'll be answering a lot of questions I get about our Certified Fibromyalgia Advisor® class and about becoming a Certified Fibromyalgia Coach®, I want to start super basic. We're going over what a Certified Fibromyalgia Coach® is, how that's different from a Certified Fibromyalgia Advisor®, why you should consider the Advisor class if you're a patient who just wants to feel better, who else the Advisor class is perfect for, what the certification aspect really means, the staggering statistics on how many participants see significant improvements in their symptoms by the end of the Advisor class.       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. Don't like waiting? Register now to have 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. To learn more about the Certified Fibromyalgia Advisor® class, visit the show notes. 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 to Lead for Female Entrepreneurs
    From Operator to Advisor: What Your Business Really Needs From You Now

    How to Lead for Female Entrepreneurs

    Play Episode Listen Later Jul 21, 2025 15:10


    Are you the biggest bottleneck in your business—and don't even realize it? You didn't build your company to babysit it. But if you're still the one making every call, solving every fire, and holding the reins so tightly no one else can lead...this episode is your wake-up call. In this second installment of the special mini-series on the seven essential transitions every successful woman must navigate when she knows it's time for something new, Kris explores what it really means to step into the advisory consultant role for the very business you created and the team you built. If you've ever felt the urge to evolve beyond the business you built, this is your roadmap—and your invitation. It's not just about delegation. It's about identity. Because learning to release control doesn't start with your team—it starts with you. Letting go of being the person who approves every decision, solves every problem, or catches every dropped ball requires more than systems—it requires a shift in who you believe yourself to be. Kris walks through why founders get stuck in a cycle of over-functioning, how perfectionism masks fear, and why holding the metaphorical bat too tightly means no one else will dare take a swing. Here's what we explore: The difference between being essential and being in the way Why your team may be relying on you more than they need to What mentorship and true leadership actually look like How to grow your business by getting out of the weeds What really happens—emotionally and practically—when you loosen your grip This episode calls you forward—not to abandon your company, but to evolve into a different kind of leader: one who guides instead of manages, who advises instead of reacts, and who trusts her team to rise. Contact Information and Recommended Resources Wanna know if your business is ready to run without you? Take the short quiz here: www.thevisionary.CEO/businessready.   Linkedin Instagram Facebook Pinterest

    Wealth Warehouse
    Episode 180: Infinite Banking: Whole Life Insurance vs Bonds With Special Guest Ryan Fleming "The Pilot's Advisor"

    Wealth Warehouse

    Play Episode Listen Later Jul 21, 2025 39:55


    Visit our website: https://www.thewealthwarehousepodcast.com/Becoming Your Own Banker by Nelson Nash: https://infinitebanking.org/product/becoming-your-own-banker/ref/46/Welcome back to another episode of Wealth Warehouse!This week, Dave and Paul are joined by Ryan Fleming, also known as "the Pilot's Advisor". Ryan is a Financial Advisor and holds a series 7 license, series 66 license, RICP, CRPC, and MBA. He is a 2001 graduate of the US Air Force Academy, a former Fighting Falcon's wide receiver, and retired Air Force C-17 pilot. He currently flies for FedEx and lives in SC on the lake with his wife Kari and their 2 kids.Ryan has been a Financial Advisor since 2008 and has worked primarily with commercial airline and cargo pilots helping them manage their portfolio and provide them a "safe landing" in retirement. You can find out more about Ryan and even order his Pilot's Advisor Toolkit from the websites here:https://retirepilots.com/http://ibc4pilots.com/Episode Highlights:0:00 - Teaser1:12 - Episode beginning3:01 - Background on Ryan5:39 - How Ryan began Infinite Banking7:57 - Why promote IBC instead of bonds?10:22 - Expanding on the tax situation for IBC19:25 - Sequence of returns risk24:54 - Survivor benefit and approaching retirement as a pilot36:31 - Episode wrap-upABOUT YOUR HOSTS:David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money. David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life. Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich. As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.Visit our website: https://www.thewealthwarehousepodcast.com/ Catch up with David and Paul, visit the links below! Website: https://infinitebanking.org/agents/Fugere494 https://infinitebanking.org/agents/Befort399 LinkedIn: https://www.linkedin.com/in/david-a-befort-jr-09663972/ https://www.linkedin.com/in/paul-fugere-762021b0/ Email: davidandpaul@theibcguys.com

    Craig Groeschel Leadership Podcast
    Fortune 500 Advisor on Why This One Minute Will Change Your Workday | Juliet Funt

    Craig Groeschel Leadership Podcast

    Play Episode Listen Later Jul 17, 2025 53:40


    It can be easy to feel overwhelmed by endless meetings, emails, and responsibilities. In this episode, Juliet Funt shares practical strategies to simplify your schedule, re-energize your leadership, and create “white space” to help you cut through the chaos and empower your team.Watch video and download the leader guide: https://www.life.church/leadershippodcast/fortune-500-advisor-on-why-this-one-minute-will-change-your-workday-juliet-funt

    The Will Cain Podcast
    The Border Is Closed, Crossings Hit Record Low! But A Biden Advisor Knows How To "Fix It" (ft. Amy & Marcus Capone and Kate Harrison)

    The Will Cain Podcast

    Play Episode Listen Later Jul 16, 2025 79:16


    Story #1: Quick Takes: Will and The Crew take you on a journey through four big stories, including a former Biden advisor's offer to "fix" the newly repaired border, the rescission battle in Congress, a wild MLB All-Star Game, and Scottie Scheffler's comments about finding fulfillment in life. Story #2: The Co-founders of Veterans Exploring Treatment Solutions (VETS), Amy & Marcus Capone, join Will to take you inside the potential benefits of the drug Ibogaine and the impacts it has had on mental health and addiction, especially for veterans. Story #3: Host of ‘Last Cowboy Standing' and PBR On Air Talent, Kate Harrison, takes you and Will behind the scenes of the new FOX Nation special and professional bull riding. Subscribe to 'Will Cain Country' on YouTube here: Watch Will Cain Country! Follow Will on X: @WillCain Learn more about your ad choices. Visit podcastchoices.com/adchoices

    The Clark Howard Podcast
    07.15.25 Ask An Advisor With Wes Moss

    The Clark Howard Podcast

    Play Episode Listen Later Jul 15, 2025 45:15


    Best Time To Take Social Security and Why Target Date Funds Are Good, but Not Perfect What's the best time to take Social Security? Fiduciary financial advisor Wes Moss breaks down several scenarios to help you optimize your Social Security check. Also, target date funds have long been a popular option as a “set it and forget it” easy button for investing. Wes shares why this “TV dinner” of investing is a good – but not perfect – option. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the July 15, 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:   BOOKS BY WES MOSS   /   Wes Moss, CFP® Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices