Podcasts about advisor

When clients feel understood, everything gets easier. When they don't, even the best advice falls flat. In this solo episode, I break down three lessons we can borrow from good doctors that make a huge difference in your meetings as an advisor.Just like in medicine, the best advisors don't rush to solutions. They slow down, ask better questions, and explain things in a way people can actually follow. I'll walk through why diagnosing before you prescribe matters, how your “bedside manner” shows up in financial conversations, and why a real plan is something you build with clients over time—not something you hand them once and hope for the best.If you've ever left a meeting thinking, “I know I gave them good advice, so why didn't it land?” these three simple ideas will help you connect better, simplify your process, and create a better experience for every person you serve.3 of the biggest insights from Brad Johnson…1.) Diagnose Before You PrescribeClients don't want another advisor pushing their “favorite product.” They want someone who seeks to understand—who asks layered questions, listens deeply, and helps both spouses feel heard. This is the foundation of trust and the secret behind higher conversions.2.) Simplify the Complex with Better Bedside MannerPlanning jargon and 80-page printouts don't impress clients—they overwhelm them. The advisors who win are the ones who translate complexity into simple, relatable frameworks and make clients feel comfortable, safe, and cared for.3.) Build a Planning Journey, Not a One-Time PlanDelivering a plan is not the finish line, it's the starting line. When you walk clients through decisions one step at a time and commit to ongoing planning, you avoid overwhelm, deepen your relationship, and increase lifetime value.SHOW NOTEShttps://bradleyjohnson.com/150FOLLOW BRAD JOHNSON ON SOCIALXInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. No statements made in the episode are offered as, and shall not constitute financial, investment, tax or legal advice. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations. The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for. Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP12254981392See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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. Join us at our next Virtual Open House! Tami will answer the top six questions about our classes. Learn the differences between our Advisor and Coach training paths, and uncover which one is right for you. Discover our tuition and payment options, and how our classes are tailored for fibro brains and bodies. Register for the FREE event here. Don't like waiting? Get the full Be A Coach series NOW! Register to access the complete 'Be A Coach' series, along with several bonus episodes, delivered straight to your favorite podcast app. Use this link to sign up for FREE. Interested in hearing from our alumni about their journey in our courses? Register to receive our complimentary 'Fibromyalgia Stories of Hope' collection, automatically delivered to your favorite podcast app. Use this link to subscribe. Use this link to subscribe. For daily doses of hope, inspiration, and practical advice, join Tami on Facebook or Instagram. Need a good book to read? Download Tami's books for free. Ready to take back control of your life and health? Schedule a consultation with a Certified Fibromyalgia Coach®.

The most common myth about financial advisors? That they're required to work in your best interest. In this episode, fiduciary advisor Jason Pereira helps us break down the difference between a financial advisor and a fiduciary advisor. You'll learn what financial planning looks like beyond investing, the risks of relying on AI for financial advice, and how he's fighting for more transparency and accountability in the industry. Topics discussed: Introduction (00:00) Jason's early interest in finance (01:42) How his view of entrepreneurship changed (04:13) The truth about financial advisors and fiduciary duty (05:07) What most people misunderstand about financial planning (10:24) Why pricing models shouldn't be one-size-fits-all (11:42) The positive and negative impact of AI on the industry (15:16) Why advisors should embrace digital intimacy (20:29) Work boundaries that protect your family life (22:56) What brought you JOY today? (25:41) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with Jason Pereira: X (Twitter): https://x.com/jasonpereira/ LinkedIn: https://www.linkedin.com/in/pereirajm/ Facebook: https://www.facebook.com/jason.pereira/ Instagram: https://www.kidsfirst.org/nl/ TikTok: http://tiktok.com/@jason.m.pereira Bluesky: https://bsky.app/profile/jasonpereira.bsky.social Threads: https://www.threads.com/@jasonmpereira Website: https://jasonpereira.ca/ Woodgate Financial: https://www.woodgate.com/ About Our Guest: Jason Pereira MBA CFA CFP (Can & US) RFP TEP FP Canada Fellow is a well-known and accomplished financial planner and industry advocate. He is also recognized as one of the leading financial advisor industry thought leaders and speakers on various financial advisor technology-related topics, including digital transformation and practice management, digital engagement, and artificial intelligence. He serves as an advisor to several Advisor Technology startups, consults on issues surrounding digital transformation, and is the host of the Fintech Impact Podcast, where he has interviewed over 400 fintech founders, executives, and thought leaders in the space. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com

Priscila “Pri” Cosentino is the Founder and Financial Advisor at Fern Prosperity, an advisory firm dedicated to helping individuals pursue their financial goals through integrated planning strategies and personal development. With over a decade of professional experience in finance, advertising, events, and retail across Brazil and the United States, Pri brings a holistic perspective to financial planning and personal growth.Pri was mentored for more than ten years by an experienced financial advisor, during which time she developed the WISE Method™—a planning framework based on Wisdom, Insight, Strategy, and Enjoyment. This approach is designed to help clients consider how to align their financial decisions with their values and long-term vision.Pri holds a degree from the University of Central Florida (UCF) and an MBA in Neuroscience and Human Behavior from UniF. Her education combines financial planning with behavioral science, which supports her work in helping clients make informed decisions about money, life, and legacy.As an Advisor, Pri applies the W.I.S.E. Planning™ methodology when building personalized strategies that may address areas such as income planning, tax considerations, estate and legacy planning, and personal development. She works with a diverse and global clientele, offering services in English, Portuguese, German, and Spanish.Pri is also an author and speaker who shares insights on financial planning and personal development. Her professional philosophy emphasizes clarity, a client-first focus, and values-based planning.Outside of her professional work, Pri is a committed learner, traveler, and cultural enthusiast. She enjoys fitness, thoughtful conversations about business and purpose, and is the proud dog mom of Tish, Weiße, Pkna, and Traya.Learn More: https://pricosentino.com/Fern Prosperity, LLC and Pri Cosentino are not affiliated with the Social Security Administration or any government agency. This content is intended strictly for educational purposes and should not be construed as individualized investment advice. Any decisions related to Social Security, retirement, or financial planning should be made in the context of a comprehensive plan and in consultation with a qualified advisor. Investment advisory services are offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. Fern Prosperity, LLC and VCM are independent entities. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results, and no investment strategy can guarantee a profit or protect against loss during periods of market decline. None of the information presented shall constitute an offer to sell or a solicitation of an offer to buy any security or insurance product. References to protection benefits or reliable income streams relate exclusively to fixed insurance products and not to securities or investment advisory services. Annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products and may be subject to fees, surrender charges, and holding periods, which vary by insurance carrier. Annuities are not FDIC-insured. Information and opinions provided by third parties have been obtained from sources believed to be reliable, but Fern Prosperity, LLC makes no representation as to their accuracy or completeness. Content is provided for informational purposes only and should not be the sole basis for any financial decision, nor should it be interpreted as advice tailored to the specific needs of an individual's situation. Third-party ratings, awards, or recognitions are not guarantees of future investment success and should not be construed as endorsements of Pri Cosentino or Fern Prosperity, LLC. They do not ensure that a client or prospective client will achieve a higher level of performance or results. Such ratings are not indicative of any one client's experience and should not be considered a testimonial.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-pri-cosentino-founder-financial-advisor-at-fern-prosperity-discussing-the-new-rules-of-money

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

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In this episode of The ABMP Podcast, Angie welcomes Dr. Suhas Kshirsagar and Dr. Sheila Patel to discuss their new book, Awakened Sleep, how to rediscover rest as a transformative tool for healing, clarity, and personal growth, and how blending science, spirituality, and practical rituals to help cultivate deep, restorative sleep that helps unlock your full potential. Guests: Dr. Suhas Kshirsagar (BAMS, MD, Ayurveda) is one of the most prominent and academically accomplished Ayurvedic physicians in the United States with over 35 years of clinical experience. He is the director of Ayurvedic Healing, an integrative wellness clinic in Santa Cruz, CA. He is also the author of The Hot Belly Diet (Simon & Schuster, 2015) and Change Your Schedule, Change Your Life (Harper Wave, 2018) which has been translated into 13 languages and sold nearly 70,000 copies. As a leading voice in Ayurvedic medicine, Dr. Suhas is a sought-after speaker at Ayurvedic and wellness conferences both nationally and internationally. He is an Advisor and Consultant at Chopra Global and Chopra Foundation, which allows him to share the stage with some of the leading global experts in the field of Integrative Medicine. He has traveled around the globe popularizing Ayurveda, Yoga, Meditation & Natural Medicine. He Chaired & designed curriculums for several Ayurvedic schools. Dr. Suhas has formulated some very successful herbal products generating multi-million dollars in revenues. He was featured in numerous popular Podcasts, Radio & Television shows. Dr. Sheila Patel MD was former Chief Medical officer for Chopra Global and a board-certified family physician. Dr. Sheila is certified as an instructor of Ayurveda, yoga, and meditation and served as Chief Medical Officer for Chopra Global for 13 years. She joined the Institute for Integrative Nutrition as a Medical Advisor where she continues to be a lead educator for the Chopra meditation and health certification programs. In addition, she serves as the clinical research director for the Chopra Foundation, volunteer faculty at UCSD School of Family Medicine and Public Health and is a sought-after keynote speaker. Resources: Learn more about the book at https://awakened-sleep.com/ Host: Angie Parris is a licensed massage therapist and is the advertising director for ABMP. She is Chopra Center Certified in meditation and ayurvedic lifestyle. Her training explores physical, emotional, mental, and spiritual health. Angie is also the founder of the nonprofit, Project Inti, an organization that provides aid to low-income Peruvian families and communities. For more information, visit www.projectinti.org.   Sponsors: Anatomy Trains: www.anatomytrains.com  PMNT: www.pmnt.org Anatomy Trains is a global leader in online anatomy education and also provides in-classroom certification programs for structural integration in the US, Canada, Australia, Europe, Japan, and China, as well as fresh-tissue cadaver dissection labs and weekend courses. The work of Anatomy Trains originated with founder Tom Myers, who mapped the human body into 13 myofascial meridians in his original book, currently in its fourth edition and translated into 12 languages. The principles of Anatomy Trains are used by osteopaths, physical therapists, bodyworkers, massage therapists, personal trainers, yoga, Pilates, Gyrotonics, and other body-minded manual therapists and movement professionals. Anatomy Trains inspires these practitioners to work with holistic anatomy in treating system-wide patterns to provide improved client outcomes in terms of structure and function.                      Website: anatomytrains.com                        Email: info@anatomytrains.com             Facebook: facebook.com/AnatomyTrains                       Instagram: www.instagram.com/anatomytrainsofficial   YouTube: https://www.youtube.com/channel/UC2g6TOEFrX4b-CigknssKHA  Precision Neuromuscular Therapy seminars (www.pnmt.org) have been teaching high-quality seminars for more than 20 years. Doug Nelson and the PNMT teaching staff help you to practice with the confidence and creativity that comes from deep understanding, rather than the adherence to one treatment approach or technique.   Find our seminar schedule at pnmt.org/seminar-schedule with over 60 weekends of seminars across the country.   Or meet us online in the PNMT Portal, our online gateway with access to over 500 videos, 37 NCBTMB CEs, our Discovery Series webinars, one-on-one mentoring, and much, much more! All for the low yearly cost of $167.50. Learn more at pnmt.thinkific.com/courses/pnmtportal!    Follow us on social media: @precisionnmt on Instagram or at Precision Neuromuscular Therapy Seminars on Facebook.    

Egyptologists Dr. Julia Troche and Matt Szafran join in this week to talk about the history behind The Fifth Element and how the anxieties of the 90s are reflected in Luc Besson's campy space opera.About our guests:Dr. Julia Troche is an Egyptologist and Associate Professor of History. In 2022 she was awarded her university's highest teaching award followed by the Missouri Governor's Award for Education Excellence. She is committed to advocating for students, early career scholars, and contingent faculty, and fostering inclusive spaces for learning about the ancient world. She is dedicated to the university Public Affairs mission, evinced by her numerous Service-Learning courses, public lectures, and community engagements, such as co-curating with Bryan Brinkman and student input an exhibition of antiquities at the Springfield Art Museum (Ancient Artifacts Abroad, spring 2024).Julia's areas of instruction and research include social history, religion, archaeology, digital humanities, and reception studies of antiquity. Julia received her PhD from Brown University's Department of in Egyptology & Assyriology in 2015, and her BA in History from UCLA in 2008. She serves as Committee Chair (2024-2027) for her field's annual, international conference (the American Research Center in Egypt Annual Meeting) and as co-chair (2023-2026) for the Archaeology of Egypt sessions at the Annual Meeting of the American Society of Overseas Research.Julia is an active member of her field, sitting on numerous international, national, and regional Boards and committees. Since 2022, she is a membership-elected Governor on the American Research Center in Egypt's Board of Governors (a 501c3 non-profit, cultural institution in Egypt; www.arce.org). She co-founded both the ARCE, Missouri Chapter (Past President and Vice President, current Director focusing on Finance) and the annual Missouri Egyptological Symposium. She attended the HERS Leadership Institute in 2024 for women leaders in higher education (hersnetwork.org). She has served her campus community since arriving here in 2017 as a Bear Bridge mentor (2023, Outstanding Bear Bridge Faculty Mentor award), Safe-Zone Faculty Advisor, Advisor for the Ancient Worlds Club, Co-Advisor for History Club, and supporting her department through extensive service, including—at various times—chairing Undergraduate Committee and Personnel Committee, sitting on about three-dozen MA committees, serving on five search committees (chairing two), and serving as a past Faculty Senate and College Council department representative.Matt Szafran is an independent researcher specialising in the study of ancient tools and technologies. He is a Fellow of the Royal Anthropological Institute and Trustee of the Friends of the Petrie Museum. His current research focusses on the manufacture and use of stone palettes in Predynastic Egypt, using experimental archaeology and advanced imaging technologies, such as microscopy and Reflectance Transformation Imaging (RTI) to complement textual studies. Matt has published and lectured on this topic, and is currently incorporating this research into a book discussing the design, manufacture, and possible uses of Predynastic palettes. His research interests also include the popular perception, reception, and representation of Egypt depicted in mass media, in particular late 20th and 21st century movies and television. 

Send me a text (I will personally respond)Are you struggling to transition from founder-led sales to a scalable sales-led model in your cybersecurity startup? Wondering if hiring a team of reps is really the fastest way to drive growth, or if there's a better approach? Curious how senior sales leadership involvement early on might speed up your journey to true product-market fit? If so, this episode is packed with insights for you.In this conversation, we discuss:

Hiring a financial advisor isn't about credentials alone, it's about timing. And for many people, getting that timing wrong can cost years of freedom.Ari explores when it doesn't make sense to hire a financial advisor, when it absolutely does, and why the decision often has less to do with intelligence or interest in finances and more to do with stress, life stage, and opportunity cost. Drawing from personal experience, real client conversations, and a story from his own life, Ari explains why pushing back, asking questions, and trusting your instincts matter just as much as spreadsheets and projections. The discussion reframes financial advice away from credentials and rules of thumb and toward partnership, value, and peace of mind. Some people genuinely enjoy managing their own finances and are well-equipped to do so — until complexity, time constraints, or major transitions enter the picture. Others reach a point where the cost of doing everything themselves quietly becomes higher than the cost of professional help. Rather than offering a one-size-fits-all answer, Ari breaks down the signals that matter most: losing sleep, worrying about missed opportunities, navigating retirement timing, tax strategy, healthcare decisions, or coordinating finances with a spouse. The goal isn't to convince anyone to hire an advisor — it's to help people make the decision intentionally, with clarity and confidence. This conversation is for anyone who has ever wondered whether they're doing just fine on their own, or whether having the right partner could help them work less, worry less, and live more.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

As we push our boundaries deeper into the position of stamina, we come to a crossing in the road. This decision is crucial because one path brings you back to square one and the second path will boost you into area that will provide an abundance of ammunition needed to further continue into any road. Traverse with Mahatma, Alejandra and Gail as we discuss what these roads have looked like for us. Many of these roads will open up the topics of shifting of an era, embodiment practices, and worth. Each of us coming from different corner in the world, experienced different obstacle's and yet can attest to the success of journeying into our own unique path. We give you the answer in this episode on how to determine how to choose between the paths. The trick is you will have to be the one to hear it. Want the Full conversation? For a limited time, you can find full episodes available on YT Elite Motivation411 andFull Cut can be accessed 24/7 on PatreonBest wishes to those planning to act on the journey to Cellf Acceptance. Salute to those that can take a chance everyday to reach higher standards of what loving Yourcellf looks like for you. Tap in with each of the Host for more ways to deepen your standards. Meet the Cohost's⁠Gail Lynn⁠ is a renowned visionary, inventor and pioneer in the realm of frequency healing, celebrated for her ground-breaking creation, the Harmonic Egg®. She went on to also create the LiFT TM. These innovative sound and light frequency chambers, designed with the aim of fostering holistic healing and wellness, stands as a testament to Gail's visionary approach to promoting mental, emotional, physical, and spiritual well-being. She is also the author of ‘Unlocking the Ancient Secrets to Healing: Why science is looking to the past for the future of medicine'. Website: ⁠http://www.harmonicegg.com⁠Alejandra Brady is a globally sought-after Feng Shui consultant, combining the Eastern art of home energy enhancement, her design skills and her intuitive knowing about the clients and the “felt” energy in the home. She is also an award-winning book bares a title that prepares you for what is to come: I Just Can't Make This Sh!t Up! Book ∙I Just Can't Make This Sh!t Up: Overcoming Fear and Accepting My Spiritual Gifts is available on Amazon.com in hardcover ($26.99), softcover paperback ($19.99) and on Kindle (9.99). Website ∙https://alejandrabrady.com/ Social Media ∙ Facebook: https://www.facebook.com/alejandra.brady ∙ Instagram: https://www.instagram.com/alejandragbradylifestyled/ ∙ LinkedIn: https://www.linkedin.com/in/alejandra-brady-b35177213/ ∙ YouTube: https://www.youtube.com/channel/UCXt_O-EzB38PwnAZfMTQNsQMeet the HostMahatma Starseed is a Community Motivator who provides Health and Life Coaching, is a Registered Yoga Teacher holds a Bachelor's Degree in Accounting. Her role is to be committed to increasing the health& wellness in every community. As the owner of JDL Enterprises & EliteMotivation411, she focuses on providing alternative methods to your business, continue your life purpose and/or grow your empowerment within your community. Enlightenment Services available to the public are Energy Management, Advisor, Speaking, and Coach. A big believer in Humanity, Community, she has explosive energy to power through any situation. Creates an ALL IN atmosphere. As a holistic business coach, Mahatma assist you in focusing on how to approach your career, health, home life and the way you educate yourcellf and your family and/or tribe. You can also find her music on all major platforms (link found through Linktree below) to begin your vibrational healing. You can connect for one on one , Spiritual Growth Consulting or Group workshops. Check out the links below to see how to keep in touch with MahatmaFollow up with your own private unfoldment. Schedule a session ⁠Scared Services below⁠ ⁠⁠https://linktr.ee/EliteM411⁠⁠⁠Find out more aboutus on IG/FB  @elitemotivation411 on YOUTUBE

The Leads - Should MLB introduce a free agency signing window? The Dolphins have brought in Troy Aikman as an advisor in their GM search, why? The Red Sox are playing the market, which is why they have yet to sign a free agent.

In this episode, I'm sharing the six signs your advisor is f*cking you based on what I've seen behind the scenes after reviewing countless client portfolios.I'm breaking down why so many women end up confused, doubting themselves, and missing the one number that actually tells you whether your investments are underperforming. Tune in to learn:The six clear signs your advisor is actually costing you moneyWhy you end up feeling confused or like an idiot after talking to most advisorsThe one number you absolutely must know about your investmentsHow to tell if your portfolio is underperforming the averageWhat's really happening behind the scenes when advisors avoid clear answers

In this 2025 Year-End Investment Portfolio Review we cover the following topics:1. Asset Allocation    a. Diversification / changes    b. Rebalancing2. Simplification3. Beneficiaries4. Performance5. Tax Loss or Gain Harvesting6. Fees    a. Fund fees    b. Advisor fees7. Evaluate Your Performance    a. Did you buy/sell anything    b. What worried you during the yearJoin the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

On this episode, host Carol Flagg closes out 2025 and welcomes in 2026 with a discussion on short form video for B2B healthcare marketing. Her guest is Jared Johnson, founder of the popular podcast, Healthcare Rap. Jared has been leveraging short form video for both his show and his clients and he joins Carol to talk about his experience as well as share some stats that will help paint the picture for why short form video is a content play must for 2026. Learn more about Jared Johnson at: https://healthcarerap.com To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

Little-Known '3.6 Rule' for a Happy Retirement & Is the Job Market Good or Bad? Wes Moss dives into the critical connection between social capital and financial security, revealing a surprising "magic number" from his 2025 Money and Happiness in America Study. While most people focus strictly on their 401(k), the data shows that intentionality in your social life is just as vital as intentionality in your investments. Also, Wes breaks down the latest labor data to determine if the "Goldilocks" era of employment is here to stay. With the unemployment rate ticking up to 4.6%, Wes looks past the headlines to analyze the Employment-Population Ratio, which remains strong. Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the December 30, 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.  Let us know what you think in the comments!Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

As you look ahead to 2026, what's rising to the top of your marketing priorities? In this special episode of Growth Talks with Krystina Rubino, we highlight our favorite CMO insights on building brands that customers trust and love.  It's packed with insights on subjects all CMOs should be thinking about today, such as brand versus performance marketing, incorporating AI into your marketing strategy, and how to build and enable your team.

My guest today is an old friend, Nicolas Darveau-Garneau. We met in business school a long time ago, and he went on to become Google's chief evangelist. In that role he advised over a thousand CEOs. He condensed all that wisdom in a brand new book that's called Be A Sequoia Not A Bonsaoi. The book explains how the top 5% of companies beat their competitors.Before becoming Google's chief evangelist, Nick also started and sold 4 companies. In this conversation, we talk about how to figure out if you want to be an entrepreneur and how to assess your own strengths to find the right path, what truly differentiates exceptional leaders, why culture is one of the most underestimated strategic assets.Contact Dino at: dino@al4ep.comWebsites:al4ep.comnicolasdarveaugarneau.comAdditional Guest Links:Be A Sequoia Not A Bonsai on Amazon - Barnes and Noble Books A Million Book ShopLinkedIn: linkedin.com/in/nickdgAuthentic Leadership For Everyday People / Dino CattaneoDino on LinkedIn: linkedin.com/in/dinocattaneoPodcast Instagram – @al4edp Podcast Twitter – @al4edpPodcast Facebook: facebook.com/al4edpMusicSusan Cattaneo: susancattaneo.bandcamp.com

Start the 2-Minute Nervous System Reset - https://alignbreathing.com/resetYour body is trying to tell you a story... but you keep ignoring it.In this episode from the Align Podcast, Peter Levine PhD, founder of Somatic Experiencing, joins Aaron to explore how trauma lives in the body and how we can reclaim our innate healing ability. Peter also breaks down why talk therapy alone often isn't enough and offers practical guidance for reconnecting with your body's wisdom.OUR GUESTPeter A Levine, Ph.D., is the developer of Somatic Experiencing® (SE™), a naturalistic and neurobiological approach to healing trauma, which he has developed over the past 50 years. He holds a doctorate in Biophysics from UC Berkeley and a doctorate in Psychology from International University. He is the Founder and President of the Ergos Institute of Somatic Education and the Founder and Advisor for Somatic Experiencing International, where his work has been taught to over 30,000 healers in over 42 countries. He recently finished his Autobiography, An Autobiography of Trauma, A Healing Journey, and is the author of several best-selling books on trauma, including Waking the Tiger, Healing Trauma (published in over 29 languages); In an Unspoken Voice, How the Body Releases Trauma and Restores Goodness; and Trauma and Memory, Brain and Body in a Search for the Living Past.PETER LEVINE

Most people believe a PhD advisor is supposed to “add value.” Or that a student is supposed to “add value.”Like there's this clean exchange.Like everybody knows what they're doing.But if you've spent even five minutes in this world, you know that's not true.What actually happens is two people trying to survive the same weird, messy system where nobody has a clue what the right answer is. Everyone is guessing. Everyone is under pressure. Everyone is trying not to look like a screw-up. And that's when all the strange behavior shows up.People defect.People ghost.People walk away just when things get uncertain.People disappear because they don't want to deal with ambiguity.And you start internalizing it—every single time—as if it must be your fault.I've done this my whole life.I assume I said something wrong.I assume I wrote something wrong.I assume I am the problem.But most of the time, you're not the problem at all.What I've learned is that value in research is not extracted. It's not sitting there waiting to be taken. It gets molded. It gets created. And that only happens when people actually stay in the room together long enough to admit, “Yeah… I don't really know what I'm doing either.”That moment—right there—is where the magic happens.But it's rare.Really rare.So if someone ghosts you, or treats you poorly, or makes you feel inferior—don't immediately jump to, “I messed up.” Often they're just running from the ambiguity. Or fighting it. Or stuck in their own head.Just remember: most of us are trying to navigate this confusing world with no answers, no map, and no guarantees. You're doing better than you think.Take care.

John Cole Scott, President of CEF Advisors, relies on his massive stores of data to look ahead for 2026, and he foresees no recession, lower inflation and modest GDP growth for 2026, with less volatility due to the interest-rate picture but more market tension due to the global macro picture. Scott also discusses what he sees happening in the closed-end fund industry, and he selects five funds — including one that has been in the news recently for problems that raised its discount — that he's expecting big things from in the year ahead. Long-time business journalist Allan Sloan — a seven-time winner of the Loeb Award, business journalism's highest honor — returns to the show to discuss his recent piece for Barron's  in which he discussed his admiration for the way Michael and Susan Dell recently committed $6.25 billion of their own money to give 25 million kids $250 each to invest in mutual funds. But he doesn't like the mechanics of the new Trump accounts that are the vehicle for those young savers and he says their impact on changing lives will be much more limited than the hype is making it out to be. Plus, Chuck talks about avoiding mistakes that result in financial punishments if not completed by year's end: failing to take required minimum distributions and failing to spend down dollars set aside in Flexible Spending Accounts. He cites Vanguard data showing that the RMD problem is much bigger than many people expect, and he suggests ways that heatlh-care savers can legally spend down their accounts while there is still time.

ERP upgrades have evolved from evaluating focused point solutions to selecting a comprehensive platform for the future of your business. With this broader scope comes a longer list of requirements and considerations to select the right system. But how can businesses narrow their focus to ensure their platform meets their needs both now and well into the future?The independent experts at ERP Advisors Group joined forces with HSO to examine key must-haves that project sponsors should look for when selecting an ERP platform. Don't miss out on these important considerations that will lay the groundwork for a successful long-term technology strategy. Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

Dr Abhinav Pandya, a Cornell University graduate in public affairs and a bachelor's from St. Stephen's College, Delhi, is a founder and CEO of Usanas Foundation, an India-based foreign policy and security think tank. He has authored books named 'Radicalization in India: An Exploration (2019)' and 'Terror Financing in Kashmir (2023)'.He had previously advised the former governor of Jammu and Kashmir on security issues during the critical times when Kashmir's special status, Article 370, was revoked.He has written extensively for several national and international newspapers, and worked with the International Labour Organization, the United Nations.His latest book is 'The Jihad Game: Inside Pakistan's dark war' - order your copy here - https://amzn.in/d/11mxioM.

Purchasing a plastic surgery practice involves more than just finding the right opportunity. We are bringing back a fan favorite episode featuring Board Certified plastic surgeon Rachel Walker, MD, who shares her firsthand experience purchasing a practice. Tune in to learn what the process really looks like, from working with a business broker and securing financing to navigating health care regulations and deal structure—whether you are ready to buy or simply asking for a friend.  Chapters00:00 Intro00:33 Banter08:22 Guest background11:42 Why did you want to own a practice?13:11 What was the ownership process like?14:30 What has ownership taught you?19:09 Did you want to be an entreprenuer?20:46 Did work with advisors to set up your practice?22:10 What advice do you have for practice owners?Watch full episodes of our podcast on our YouTube channel: https://www.youtube.com/@byrdadatto  Stay connected for the latest business and health care legal updates:WebsiteFacebookInstagramLinkedIn  

The Secret to Affordable Healthcare & Will Mortgage Rates Go to 5% Soon? Wes Moss reveals a critical, little-known healthcare secret that can save early retirees, job-leavers, and other Americans thousands of dollars a month on medical coverage before age 65. Hear the incredible story of Rebecca, who thought she was stuck paying $2,500/month for COBRA but discovered a way to slash her premium to less than $200 through the ACA, thanks to enhanced subsidies. Wes walks through how to use free resources to save big. Also, Wes breaks down the latest Fed rate cut and explains why it may not mean cheaper mortgages. Mentioned on the show: Calculator: ACA Enhanced Premium Tax Credit National Association of Benefits and Insurance Professionals Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the December 23, 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.  Let us know what you think in the comments! Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Income-focused investing may seem old-school in a world dominated by total-return portfolios and model ETF allocations—but for some retirees, predictable cash flow is the key to peace of mind. This episode explores how a differentiated investment philosophy, rooted in individual income-producing securities, can become a powerful engine for both client trust and firm growth. David Scranton is the CEO of Sound Income Group, an RIA based in Fort Lauderdale, Florida, overseeing $4 billion for 10,000 client households. Listen in as David shares how he constructs income-focused portfolios using combinations of what he calls "insured options" and "contractual securities", as well as high-dividend equity instruments with a focus on individual securities rather than mutual funds or ETFs. You'll learn how steady cash flow has led to greater client retention in down markets, David's "four keys" to attracting clients, and why narrowing his investment focus (and creating systems to implement it) has ultimately allowed him to serve more families. For show notes and more visit: https://www.kitces.com/469

Have you heard the saying what got you here might not get you there. In this episode Tony and D kick off a two part series based on a white paper from Mark and break down the first two areas your advisor should have on their radar to help maximize your wealth.First they talk about the big picture. Investing matters, but taxes, estate planning, and business strategies matter too and missing them can cost you opportunities you cannot rewind. Then they shift to how a real plan handles major economic and world changing events, from COVID to market shocks to the current AI wave, and why your advisor's job is to pull emotion off the table and stay disciplined when headlines get loud.If you want a smarter framework for year end planning, legacy thinking, and staying ready for whatever the market throws next, this episode is for you.

Download the FREE Sales Call Roadmap: tiquehq.com/sales-call?utm_source=Podcast+Episode+148&utm_medium=Podcast+Shownotes&utm_campaign=Sales+Call+Success+RoadmapCruising has quietly changed, and this episode explains why more advisors should be paying attention. Luxury cruise expert Kemi Wells-Conrad, founder of Wells Luxury Travel, returns to share how small-ship and yacht-style cruising delivers the kind of bespoke, high-touch experience many travelers assume only exists on land. Kemi breaks down how to handle the “I hate cruising” objection, why luxury cruises often deliver better value than mass-market sailings, and how to confidently match the right cruise line to the right client. From better ports and longer stays to fewer crowds, elevated dining, and inclusive pricing, this episode shows why luxury cruising is becoming one of the smartest tools in an advisor's sales strategy. If you want clients stepping off the ship saying, “that was worth every penny,” press play!About Kemi Wells-Conrad:In 2014, Kemi joined the travel industry, working as the Director of Sales – Corporate and Leisure at North South Travel, where she oversaw the team, handled all strategic partnerships, sales and marketing for the agency. Six years later, at the start of 2021, Kemi decided to launch her own agency, Wells Luxury Travel, a boutique collective for advisors specializing in four key pillars: adventure, celebration, sustainability and wellness travel. Kemi is a proud member of the Travel + Leisure Advisory Board, is a featured A-Lister in their annual awards and sits on the advisory board for National Geographic Lindblad Expeditions. Kemi previously ran the Young Travel Professionals and then Millennials in Travel Vancouver chapter, as well as sitting on Virtuoso's Global Member Advisory Board for over 6 years. She has been quoted and featured in a variety of publications, including Travel + Leisure, Robb Report, CNBC and BRIDES. wellsluxurytravel.com@kemiwellsconrad @wellsluxurytravel Today we will cover:(02:20) How Kemi fell in love with cruising(08:15) Selling the value of luxury cruising to hesitant clients(14:25) Why luxury cruises offer better ports and longer stays(22:15) Advisor benefits of selling cruises(28:45) Marketing cruises to non-cruisers(33:00) Who's actually booking luxury and expedition cruises now(36:30) Hosted sailings and advisor education opportunitiesListen to Episode 120: The Real Cost of Running A Travel Business with Kemi Wells-ConradJOIN THE NICHE COMMUNITYVISIT THE TEMPLATE SHOPEXPLORE THE...

In this special December episode of Mainframe Voices, leaders and contributors from across the Open Mainframe Project community share what they are most thankful for this year. From new career opportunities and open source collaboration to supportive teams and personal milestones, our guests reflect on the moments that made 2025 memorable in the mainframe world.Featuring: •Steven Dickens – CEO and Principal Analyst, Top 3 Global Technology Industry Analyst, Advisor to Tech Vendor Executives •Billie Jean Simmons – Software Developer for zDevOps, IBM Wazi, and Cloud IDE; Zowe Explorer Squad Lead •Len Santalucia – CTO Mainframe, AI, Cloud, Analytics, Mobile, Security; IBM Champion and Chairperson of the Linux Foundation Open Mainframe Project •Elliot Jalley – Senior Principal Product Manager, Open Mainframe Project Ambassador •Germanas Šamrickis – Senior Software Engineer at Rocket SoftwareThe Mainframe Connect podcast includes the I Am a Mainframer series, Mainframe Voices, and other conversations with mainframe professionals, sponsored by the Open Mainframe Project, a Linux Foundation initiative.#MainframeVoices #MainframeConnect #OpenMainframeProject #LinuxFoundation #Mainframe #Gratitude #Community

Happy holidays—and let's be real: the markets, the economy, and “the plan” don't look clean right now.In this 12 Days of Giving episode, Shana Orczyk Sissel comes back with a story that hits every advisor (and every client) right between the eyes: a young advisor leaves a firm, starts from zero, and lands a $25M client… not by sounding smarter… but by asking better questions and bringing REAL options to the table.Here's the uncomfortable truth: most advisors are selling the same portfolio with a different logo on it. Same playbook. Same funds. Same “set it and forget it” pitch. Shana breaks down why alternatives—private credit, direct lending, and other non-traditional tools—can be a legit way to differentiate… IF you're actually doing planning and not just product-pushing.Then we go straight at the elephant in the room: crypto and “controversial” investments. If your advisor's entire view is “it's a scam,” that's not wisdom—that's laziness. You don't have to love crypto to be qualified. But you DO have to have a thoughtful, educated stance. Because the future client is already there, already curious, already investing… and they're not waiting for the industry to catch up.We also talk about where advice is headed: less AUM worship, more fee-for-service, coaching, and real-life decision support. Translation: if you can't deliver value people can't get from a brokerage app, you're going to get left behind—fast.Watch the full episode here:https://youtu.be/Wv8sctzRALQAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

Drew Miller- Retired USAF Colonel on The Dangers Of A.I and Rising Geopolitical Tensions.Dr. Drew Miller is the Founder of Fortitude Ranch—the nation's largest survival community—and Managing Director of Fortitude Collapse Preparedness. A retired U.S. Air Force Colonel with decades of experience as an intelligence officer, Dr. Miller also served in the Senior Executive Service at the Pentagon, at the Institute for Defense Analyses, and in corporate planning at ConAgra. He holds a degree from the U.S. Air Force Academy, a Master's, and a PhD in Operations Research from Harvard University. His professional credentials include Certified M&A Advisor, Certified Management Accountant, Certified Financial Planner, and Due Diligence Professional. With expertise in preparedness, strategy, and high-stakes decision-making, Dr. Miller is a leading voice in collapse preparedness and survival.LINK THREAD—https://allmylinks.com/total-disclosure Subscribe to the channel on YouTube—— www.youtube.com/@totaldisclosure Support TY and TDP Studios directly VIA PayPal (No FEES)— https://www.paypal.me/TDPstudios767?locale.x=en_US YOUTUBE MEMBER—-https://www.youtube.com/channel/UCy2Cra7aLAAMVxkA9rSYCxg/join PATREON MEMBER—https://www.patreon.com/Total_Disclosure?fan_landing=true&view_as=public Follow On X—- Www.X.com/@DisclosurePod Instagram—- www.instagram.com/DisclosurePod Facebook----Facebook.com/@ty.totaldisclosure SPONSORED LINKS & SERVICES USED BY TOTAL DISCLOSURE USE OUR CODE AND SIGN UP FOR TUBE-BUDDY TO START UTILIZING THEIR AMAZING TOOLS, LET TUBE BUDDY DO THE WORK FOR YOU!-——https://www.tubebuddy.com/POP Sign Up for VIDIQ and Get Tons of Creator Content Tools, SEO Boosts, Keyword Scores, Title Suggestions, & So much MORE! VIDIQ can be integrated seamlessly into your Browser and Youtube Channel, Start utilizing this tool now, Sign up with TDP's—— Link-www.VIDIQ.com/TotalDisclosure 

Send us a textIn this powerful episode of The Starter Girlz Podcast, host Jennifer Loehding sits down with Dr. Nicole Garritano, a fractional leadership advisor, former nurse practitioner, and academic leader, to unpack her deeply personal journey from burnout to alignment and how self-leadership became the turning point.After years of high achievement, overcommitment, and redefining success through external validation, Nicole faced a wake-up call that changed how she approached leadership, health, and identity. In this conversation, she shares how burnout revealed the gaps in traditional leadership models and why learning to lead yourself first is the foundation for sustainable success, emotional intelligence, and long-term well-being.This episode blends evidence-based leadership, nervous system regulation, and real-life transformation, offering practical tools for entrepreneurs, women leaders, founders, and professionals who want to succeed without sacrificing themselves in the process.What You'll Learn in This Episode:✅ What burnout teaches us about leadership and why it's not a failure✅ Why self-leadership must come before leading teams or businesses✅ How identity shifts can support healing, growth, and clarity✅ The role of the nervous system in emotional intelligence and decision-making✅ Simple, practical tools to regulate stress, manage energy, and prevent burnout✅ How to move from hustle-driven achievement to purpose-driven alignment✅ Why redefining success is essential for modern leadershipWhether you're navigating burnout, building a business, leading a team, or redefining your next chapter, this conversation will help you reconnect with what truly matters and lead from a place of alignment instead of exhaustion.Why You Should Watch:If you've ever felt successful on the outside but depleted on the inside, this episode is for you. Dr. Nicole's story and insights will help you recognize burnout signals early, develop stronger self-awareness, and adopt a leadership style that supports both performance and well-being. If conversations about self-leadership, personal transformation, women empowerment, burnout recovery, and aligned success resonate with you, make sure to subscribe to the channel, leave a comment, and share this episode with someone who needs it.Your support helps us continue sharing meaningful, transformative conversations like this one.

In this episode, Libby shares a powerful two-question framework to help you reshape your business heading into 2026. You'll learn how to identify the five tasks you should stop doing, the five priorities you should start doing, and how this simple exercise can reshape your capacity, clarity, and client experience.

The purpose of The Advisor's Toolkit for 2026 is simple: To give you a clear, efficient look at what is actually working right now on college campuses — and how you can leverage proven programs, interventions, and resources as you plan for the year ahead. You'll hear from our full Greek University team tonight — speakers and consultants with diverse backgrounds, disciplines, and lived experiences. Each of them works directly with campuses and headquarters staff across the country and will share a concise snapshot of: • The programs and interventions they're delivering right now • The outcomes advisors are seeing in real time • The issues they're being asked to address most frequently • And how their work can support your goals for 2026 Think of tonight as a curated menu — not something you need to adopt all at once, but a way to identify the right tools, voices, and partnerships that align with your campus culture, challenges, and priorities. Whether you're preparing for Spring new member trainings, onboarding new officers, navigating conduct concerns, responding to mental health needs, or simply trying to be more proactive instead of reactive — our hope is that tonight gives you clarity, confidence, and options. At the end of the session, you'll know exactly which programs might fit your campus, and how our team can support you as a long-term partner heading into 2026. So again — thank you for being here, thank you for the work you do every day, and thank you for trusting us with your time.

In this episode of the Inorganic Podcast, co-host Ayelet Shipley interviews Carrie Kerpen, a pioneer in social media and co-founder of Likeable Media. They discuss Carrie's journey from starting a social media agency to successfully exiting the business. Carrie shares insights on the importance of profitability, setting exit goals, choosing the right M&A advisor, and negotiating earn-outs. She reflects on her experiences and the lessons learned, particularly for women entrepreneurs, and emphasizes the need for community and support in the business world.TakeawaysCarrie started Likeable Media in 2007, one of the first social media agencies.The initial focus was not on exiting but on building a profitable business.Setting a target exit value can help guide business decisions.Timing and personal readiness are crucial when deciding to sell a business.Choosing the right M&A advisor can significantly impact the sale process.Negotiating earn-outs requires careful consideration of control and reporting.Reflecting on the exit process can reveal areas for improvement.Building a community for women founders can provide essential support.Women entrepreneurs often face unique challenges in the exit process.M&A can be a powerful tool for business growth and problem-solving.Chapters0:00 Introducing Carrie Kerpen1:05 Founding Likeable Media 3:33 Early Growth & Cash Flow Challenges5:22 Becoming CEO and Focusing on Profitability6:37 Market Shifts & Productizing the Agency7:21 Building a Brand through All the Social Ladies9:07 Financial Stability & the $20M Exit Goal 10:43 Knowing When It's Time to Sell12:55 Choosing an M&A Advisor vs. a Banker15:36 Price vs. Timing After the Exit18:22 Negotiating & Protecting an Earnout22:02 Life After the Sale23:12 What Carrie Would Do Differently24:51 Acting Like a Platform and Rethinking Capital25:58 The Exit Gap and The Whisper Group27:45 Closing ThoughtsConnect with Christian and AyeletAyelet's LinkedIn: https://www.linkedin.com/in/ayelet-shipley-b16330149/Christian's LinkedIn: https://www.linkedin.com/in/hassold/Web: https://www.inorganicpodcast.coIn/organic on YouTube: https://www.youtube.com/@InorganicPodcast/featuredConnect with guest, Carrie Kerpenhttps://www.linkedin.com/in/carriekerpen/ Hosted on Acast. See acast.com/privacy for more information.

During Part 2 of this year's ERP Trends & Predictions event, Shawn Windle, The ERP Advisor, and Rebekah McCabe, ERP News Analyst, divulge their predictions for the major ERP vendors in 2026. Their predictions include vendor investments and strategy including “Agentic AI,” and “Business Automation,” as well as a roadmap for navigating ERP in 2026's evolving market landscape. ERP Advisors Group's decades of experience provides deep insights on what the market can expect from ERP in 2026.Connect with us!https://www.erpadvisorsgroup.com866-499-8550LinkedIn:https://www.linkedin.com/company/erp-advisors-groupTwitter:https://twitter.com/erpadvisorsgrpFacebook:https://www.facebook.com/erpadvisorsInstagram:https://www.instagram.com/erpadvisorsgroupPinterest:https://www.pinterest.com/erpadvisorsgroupMedium:https://medium.com/@erpadvisorsgroup

In this special year-end AMA, the full PWL crew — Ben Felix, Cameron Passmore, Ben Wilson, and Dan Bortolotti — sit down together for the first time on the podcast to reflect on the roller-coaster that was 2025 and to tackle a wide range of thoughtful listener questions. The episode begins with reflections on a year that included wild market swings, an extraordinary rally few predicted, major changes within PWL, and personal milestones. From there, the team dives deep into the psychology of staying invested, the real risks of inexperienced investors going 100% equities, the complexity of asset location and pre-tax vs. after-tax allocation, and how to talk to family members who are paying too much in investment fees.   Key Points From This Episode: (0:04) Introduction — first-ever full-team recording and setup for the year-end AMA. (1:12) Why not all AMA questions could be answered — over 400 submissions and many not suited to the format. (1:48) 2024 market recap — from early-year panic to strong double-digit global equity returns. (3:59) The speed of recoveries — why missing a quick rebound can permanently derail returns. (5:34) Cameron's lessons from 2024 — unpredictability, growing adoption of evidence-based investing, joining a bigger organization, and driverless-car optimism. (7:41) Ben Wilson becomes a co-host — an unplanned evolution shaped by listener feedback. (9:51) Dan on humility in forecasting and reconnecting with theoretical research. (11:18) Ben's personal year — firm acquisition, equity value jump, and navigating his cancer diagnosis. (12:32) Talking to parents about high fees — emotional dynamics, non-confrontational questions, and the danger of implied judgment. (23:01) Should beginners hold 100% equities? Behavioral risk, volatility blindness, and why it shouldn't be the default allocation. (30:35) Pre-tax vs. after-tax asset allocation — why RRSP dollars aren't equal to TFSA dollars and how that changes true risk exposure. (36:09) Why PWL rarely optimizes asset location — complexity, low payoff, and behavioral clarity. (44:42) What PWL does (and doesn't) offer — discretionary management, integrated planning, outside specialists, and tax deductibility rules. (49:04) "I know I need index funds — but how do I actually buy them?" Robo-advisors vs. one-ticket ETFs and why placing a trade is the real barrier. (57:47) Ben's lessons as a new homeowner — maintenance costs far above expectations and the hidden burden of being your own contractor. (1:01:54) The strangest portfolios — single-stock windfalls, leverage without client awareness, bullion-only strategies, and the infamous "meatloaf portfolio." Links From Today's Episode: Meet with PWL Capital: https://calendly.com/d/3vm-t2j-h3p Rational Reminder on iTunes — https://itunes.apple.com/ca/podcast/the-rational-reminder-podcast/id1426530582. Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on YouTube — https://www.youtube.com/channel/ Benjamin Felix — https://pwlcapital.com/our-team/ Benjamin on X — https://x.com/benjaminwfelix Benjamin on LinkedIn — https://www.linkedin.com/in/benjaminwfelix/ Cameron Passmore — https://pwlcapital.com/our-team/ Cameron on X — https://x.com/CameronPassmore Cameron on LinkedIn — https://www.linkedin.com/in/cameronpassmore/ Ben Wilson on LinkedIn — https://www.linkedin.com/in/ben-wilson/   Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Cabinet advisor Amira Elghawaby secretly paid $80,000 for pro-Palestine research to counter alleged “disinformation” by MPs; Blacklocks reporter Tom Korski joins Alex Pierson on this topic. Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover how Jason Wenk is pioneering AI in wealth management. In this episode, we dive into Hazel, the AI engine powering Altruist, and explore its origin, current impact, and future potential. Subscribe now for insights that could redefine your approach to investing. Make sure you subscribe to never miss an update. Subscribe in Apple Podcasts Subscribe on Spotify Learn more about Potomac Fund Management: https://potomac.com/ Read our blog: https://blog.potomac.com/ Disclosure: https://potomac.com/disclosuresPFM-204-20251209 Hosted on Acast. See acast.com/privacy for more information.

For 35 years, Mark Singer owned an independent financial planning firm, Safe Harbor Retirement Planning, in the Boston area, a Commonwealth Financial Network affiliate. During that time, he was living life at full speed—running three businesses, exercising, playing golf, boating, spending time with grandchildren—until he had a life-changing stroke in October 2022. He lost his ability to speak, swallow, eat and perform the most basic functions. His recovery forced him to slow down and retire from the business earlier than he expected. In this episode of The Healthy Advisor, host Diana Britton talks with Mark Singer, a retired financial advisor, about how the stroke reshaped his view of success and identity. His story points to the strength of resilience, perspective and compassion, both in business and in life. Diana and Mark discuss: Mark's journey from textile manufacturing to founding Safe Harbor Retirement Planning in Boston The moment the stroke upended his life, and how he figured out a way forward Mark's mantra of “focus on the what is, not the what if.” How things played out with his financial planning business The role of friendships, community and client relationships in his recovery Lessons learned from 35 years as an advisor Resources: Listen to The Healthy Advisor on WealthManagement.com Subscribe and listen to The Healthy Advisor on Apple Podcasts Subscribe and listen to The Healthy Advisor on Spotify Connect With Mark Singer: LinkedIn: Mark Singer mark55retire@gmail.com  Connect with WealthManagement.com: WealthManagement.com LinkedIn: Diana Britton diana.britton@informa.com LinkedIn: Informa LinkedIn: WealthManagement About Our Guest: Author Mark Singer has been recognized for his vision and creativity within the world of financial planning. He is the author of two books, and the most recent, The Six Secrets to a Happy Retirement, is available on Amazon.com. Drawing upon his over three decades as a founder of one of the leading retirement firms in Boston, the book profiles the financial, emotional, and physical issues associated with the transition into retirement. He retired from his role as president of Safe Harbor Retirement Planning in 2022, and had served as the Retirement Guide to thousands of investors since 1986. Mark’s approach was to focus on each individual client and ask the questions that other advisors and investors often overlook. Mark is a frequent speaker and has been featured in The Wall Street Journal, ABCNews.com, FoxNews.com, and Bloomberg Radio, as well as locally (Boston) on NECN and WRKO.  Mark is also a multiyear recipient of Boston Magazine's 5 Star Wealth Manager Award.

How To Feel Good About Spending in Retirement & Big Changes to Your 2026 Taxes Are you a lifelong saver struggling to spend your retirement nest egg? You're not alone! Many people who successfully save a significant amount face a major psychological hurdle when it comes time to shift from an accumulation mindset to a distribution (spending) mindset. Wes Moss breaks down how to overcome the psychological barrier of watching your retirement balance go down and how to finally feel good about enjoying the money you worked so hard to save. Also, Wes tackles the most timely and impactful tax changes coming up, including a checklist of six critical actions to consider before the end of the year to potentially lower your tax bill for 2026. Mentioned on the show: How To Find and Choose a Financial Advisor  Best Financial Advisors in 2025 Year-End Tax Moves Worth Your Time IRS Announces New Tax Brackets and Other Changes for 2026 What Brokerage Do You Recommend for First-Time Investors or Kids? Uniform Transfers to Minors Act (UTMA): What It Is and How It Works Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the December 16, 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.  Let us know what you think in the comments! Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Cohen reacts to the explosive Vanity Fair report, where Trump's Chief of Staff, Susie Wiles, exposes Trump's vindictive prosecutions, the mishandling of Epstein files, and the chaos tearing apart his inner circle. Learn more about your ad choices. Visit megaphone.fm/adchoices

Louis Diamond (CEO of Diamond Consultants) joins David DeCelle to break down what really drives advisor transitions—and how top teams evaluate moves to independence, new platforms, or M&A opportunities. Louis shares the "consultative recruiting" model his firm has built over nearly 30 years, why freedom, flexibility, and control are the three core forces behind most breakaway decisions, and what a realistic timeline looks like from exploration to execution. You'll also hear how Diamond Consultants structures compensation (including a refundable retainer approach), what their 7-step consulting framework looks like, and how advisors can avoid getting overwhelmed when independence opens up a "toy box" of tech, compliance, and infrastructure decisions. What You'll Learn The difference between traditional recruiting vs recruitment consulting Why most advisor pain points trace back to Freedom, Flexibility, and Control How Diamond Consultants helps advisors compare 3–7 best-fit destinations (wirehouse, IBD, RIA, aggregators, etc.) How fees work: firm-paid recruiting model + when a refundable retainer comes into play A realistic view of the transition timeline: 6–12 months is common, longer for breakaways How many breakaway teams simplify tech decisions by plugging into existing RIA platforms #FinancialAdvisor #RIA #AdvisorTransition #BreakawayAdvisor #WealthManagement #ModelFA #DiamondConsultants #MergersAndAcquisitions #SuccessionPlanning #AdvisorGrowth Connect with Louis: Website: https://www.diamond-consultants.com/team/louis-diamond/ LinkedIN: https://www.linkedin.com/in/louisdiamond Email: ldiamond@diamond-consultants.com --- About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes  to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no "gotchas" or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.  Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered.  Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.

Turning down a $3B offer from Facebook is a bold move for any young CEO.Evan Spiegel shares how Snap's early dream was to stay independent and give its community an authentic voice, a bet that proved right.He also explains why they are now doubling down on AR glasses and why the anxiety around AI deserves far more attention from tech leaders.Guest: Evan Spiegel, co-founder and CEO of Snap Inc. and Bing Gordon, Advisor at Kleiner Perkins​Connect with Evan SpiegelX:https://x.com/evanspiegel?lang=enLinkedIn:https://www.linkedin.com/in/evan-spiegel/​Connect with Bing GordonX: https://x.com/bingfish LinkedIn: https://www.linkedin.com/in/binggordon/Connect with JoubinX: https://x.com/JoubinmirLinkedIn: https://www.linkedin.com/in/joubin-mirzadegan-66186854/Email: grit@kleinerperkins.com​Learn more about Kleiner Perkins:https://www.kleinerperkins.com/ 

The Prelude to the English Civil War: Colleague Jonathan Healey discusses the prelude to the English Civil War, detailing the power struggles between Charles I and the Commons and Lords, explaining the execution of the King's advisor Strafford, noting Charles's regret and the rising influence of reformists who feared royal tyranny and supported impeachment. 1648 CROMWELL

In this episode, Nick talks about ​​Zohran's New Criminal Advisor, More Trans Propaganda, An Anti-Alcohol Drug, Fat Man Dies At Sea, Fake Chinese Chicken, A Dumb Young Turk and Sextortion! Watch Nick on the FREE RUMBLE LIVE LINEUP at 6pm ET https://rumble.com/TheNickDiPaoloShow MERCH SALE! From now until December 10 th get 20% off Everything in our store. So grab some mugs, winter hats, hoodies, long sleeve shirts, stickers etc. from our store! https://shop.nickdip.com/ HOLIDAY VIDEO FROM ME – Send someone a personal holiday greeting from me! Go to https://shoutout.us/nickdipaolo or www.cameo.com/nickdipaolo and order one in time for Christmas. SOCIALS/COMEDY- Follow me on Socials or Stream some of my Comedy - https://nickdipaolo.komi.io/

Costly IRA Conversion Warning & the Hidden Billions Americans Are Leaving Behind In this episode, fiduciary financial advisor Wes Moss tackles a piece of financial advice that he calls "lunacy" and "insanity" – a recent Op-Ed arguing that retirees should convert their entire Traditional IRA to a Roth IRA in a single year. Wes explains why this academic advice is a dangerous real-world strategy, warning listeners about the potential for a massive tax bill that could reach hundreds of thousands of dollars. Also, Wes addresses a sinister issue in retirement savings: billions of dollars in "forgotten" 401(k) balances. Wes warns that this money is often parked in cash or a low-interest money market, missing out on decades of critical growth. Mentioned on the show: Forgotten 401(k) Accounts Are Costing Americans Billions in Lost Investment Gains Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the December 9, 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.  Let us know what you think in the comments! Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

50-Year Mortgage: Game Changer or Gimmick? & the Key to Winning a 401(k) Wes Moss dives into the new 50-year mortgage, which he calls a gimmick but sees one potential benefit. Since ownership is key to financial security and the median home-buying age is rising, the concept of starting the equity journey sooner is good. However, Wes and Christa talk about a huge warning if you're considering it. Also, Wes shares a powerful story about the key to winning your 401(k). The story illustrates a real-life outcome for many Americans, emphasizing how a few years' delay or a few percentage points of savings are huge variables that compound over time. Mentioned on the show: Is Robinhood Gold Worth It? The Key to a Winning 401(k) Plus, Christa shares your #AskWes questions and Wes gives his take. All this and more on the December 2, 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.  Let us know what you think in the comments! Learn more about Wes:  BOOKS BY WES MOSS   Wes Moss, CFP®  Wes Moss - Clark.com Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices