Podcasts about advisors

In this special episode of the Walker Webcast, we featured Marc Porat's powerful keynote on the transformative role of artificial intelligence at the Walker & Dunlop Summer Conference. Marc has spent his career at the intersection of technology and society, founding pioneering companies and anticipating the future of how we live and work. In this webcast, he shares his perspective on the exponential growth of AI and the exciting – and sometimes scary – possibilities shaping the next era of innovation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Advisors spend a ton of time and money putting on seminars… but let's be honest, a lot of them leave frustrated when the room doesn't convert. The #1 mistake I see? Going off-script instead of sticking to a proven process.That's where Nick Whitaker comes in. Nick's a former advisor who's run 250+ seminars, and now he coaches advisors inside Triad on how to actually make these events work. His approach is simple: build connection up front, share content in a way that drives micro-commitments, and then guide prospects to a natural next step.The result? Advisors he coaches are consistently filling their calendars with quality appointments — even with high-net-worth clients who were previously unresponsive.In this episode, we dig into how Nick's clients are turning seminars into a predictable growth engine — from the small tweaks that get people leaning in, to the messaging shifts that build trust, to the proven steps that turn an event into a calendar full of quality appointments.5 of the biggest insights from Nick Whitaker…1. The 3-Part Framework That Makes Seminars ConvertNick reveals the simple structure every advisor should follow: connect with your audience, deliver content that creates buy-in, and guide them toward small commitments. The advisors who “wing it” or go off-script are the ones who burn opportunities and leave empty-handed.2. You Don't Have to Be the Person Who Delivers the SeminarFounders often think they have to be the one on stage, but that's a limiting belief. Nick explains how top firms separate speakers from closers—letting great presenters fill the calendar while advisors focus on the right appointments.3. How Micro-Commitments Turn Listeners Into AppointmentsThe close doesn't happen at the end—it happens all the way through. Nick shows how worksheets, checkboxes, and even nonverbal cues (like picking up a pen) keep audiences engaged and lead to natural, no-pressure conversions.4. The Seminar Tweak That Attracted $2M–$5M ClientsOne shift in delivery completely changed who booked appointments. Instead of attracting only transactional prospects, Nick's approach brought in multimillion-dollar clients who had never responded before.5. How Post-Seminar Conversations Unlock Extra AppointmentsWalking out as soon as you finish speaking is a mistake. Nick explains how spending 10 extra minutes table-to-table often turns fence-sitters into clients—and why conviction, not “sales breath,” is what prospects actually respond to.SHOW NOTEShttps://bradleyjohnson.com/131FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: 30 minute 1:1 coaching call with BradAre you a financial advisor who feels stuck, needs help, or simply wants to have a conversation with Brad? Text “Coaching” to 785-800-3235 to apply for a 30 minute Zoom coaching session and we'll send you a link to Apply. That will also make you a DBDL Insider with VIP access to future resources and exclusive content. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP08254657230See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of Behind the Advisor, Dan Slagle of Fyooz Financial Planning shares how he and his wife, Natalie, grew their firm from 30 to 70+ households—while redesigning their work and life for balance. From parental leave to narrowing their client focus, Dan reveals why clarity, boundaries, and aligned values matter more than scale. Advisors will walk away with insights on setting fees, serving your niche, and building a practice that supports the life you want.

Do your clients' money mindsets ever drive you crazy? Do you wish you could get them to just “think right” about their money? What if you knew that some of your clients' financial challenges are rooted in their DNA?  Is that possible?  It's called “epigenetics.”   (BTW – This is true for you too!) In … Continue reading #96 – The Financial Mindset Fix: Joyce Marter on Mental Fitness for Advisors and Clients →

This week on The Bulletin, Mike Cosper and Clarissa Moll discuss the investigation of former Trump advisor John Bolton, how both parties have weaponized the justice department, and why we should care about the justice system. Then, they talk about the legacy of Focus on the Family's James Dobson and his influence on parenting. Finally, Mike chats with financial advisor David Bahnsen about inflation and the rising cost of living.   GO DEEPER WITH THE BULLETIN: -Join the conversation at our Substack. -Find us on YouTube. -Rate and review the show in Apple Podcasts. ABOUT THE GUESTS:   David Bahnsen is the managing partner and chief investment officer of The Bahnsen Group, a wealth management firm based in Newport Beach, California. Bahnsen has been named as one of Forbes' Top 250 Advisors, Financial Times' Top 300 Advisors in America, and Barron's America's Top 1200 Advisors. The communication in this episode is provided for informational purposes only and expresses views of David Bahnsen, an investment adviser. This does not constitute investment advice. ABOUT THE BULLETIN: The Bulletin is a twice-weekly politics and current events show from Christianity Today moderated by Clarissa Moll, with senior commentary from Russell Moore (Christianity Today's editor in chief) and Mike Cosper (director, CT Media). Each week, the show explores current events and breaking news and shares a Christian perspective on issues that are shaping our world. We also offer special one-on-one conversations with writers, artists, and thought leaders whose impact on the world brings important significance to a Christian worldview, like Bono, Sharon McMahon, Harrison Scott Key, Frank Bruni, and more.  The Bulletin listeners get 25 percent off CT. Go to https://orderct.com/THEBULLETIN to learn more. “The Bulletin” is a production of Christianity Today Producer: Clarissa Moll Associate Producer: Alexa Burke Editing and Mix: Kevin Morris Graphic Design: Rick Szuecs Music: Dan Phelps Executive Producers: Erik Petrik and Mike Cosper Senior Producer: Matt Stevens Learn more about your ad choices. Visit podcastchoices.com/adchoices

What if the greatest gift you leave your children isn't your money, but your wisdom?As stewards, we often focus on managing God's resources well during our lifetime—but what happens after we're gone? How do we equip the next generation to carry on a legacy of faithful stewardship? Today, Sharon Epps joins us to talk about that.Sharon Epps is the President of Kingdom Advisors, FaithFi's parent organization. Kingdom Advisors serves the broad Christian financial industry by educating and equipping professionals to integrate biblical wisdom and financial expertise.Recognizing God's Design in Our ChildrenAt FaithFi, we frequently emphasize the importance of being faithful stewards of what God has entrusted to us. But there's a deeper question to consider: What about the next steward?Proverbs 13:22 tells us, “A good man leaves an inheritance to his children's children.” While an inheritance can be a blessing, without preparation, it can also lead to conflict. That's why we need to think carefully not just about passing on wealth, but also about passing on wisdom.One of the earliest ways to prepare the next steward is to recognize and nurture a child's God-given giftedness. God created us to work, and part of stewardship is discovering how He's uniquely wired us.Each child's journey is unique, and our role as parents is to walk alongside them, offer opportunities, and pray that God will reveal their strengths.Giving Hands-On Money Management OpportunitiesEvery parent knows how painful it is to watch their children make poor choices—especially when it comes to money. But it's so vital that we allow our kids to experience the natural consequences of their decisions.Wisdom grows when kids practice responsibility with real resources. That's why it's a good goal to aim for our children to manage a full spending plan before leaving home, whether that's for college or to move out on their own. Starting with a simple envelope system—give, save, and spend—you can gradually add more categories as the kids grow. By the time they become young adults, they will have managed nearly all of their expenses except housing and insurance. This hands-on approach will ensure that by the time they launch into independence, they will not be starting from scratch.Starting Late? Don't Lose HeartIf you feel behind in teaching your kids about stewardship, give yourself grace. None of us does this perfectly.Start with small steps—a dinner conversation about your own money journey, or letting your child help plan a family purchase. What matters is being intentional and inviting the Lord to guide the process.Preparing the next steward is not a one-time event—it's a journey. Begin with prayer, asking God for wisdom, and do not hesitate to seek help from trusted friends, mentors, or financial professionals.And remember: more is caught than taught. Our children are learning as much from how we live as from what we say. By modeling faithful stewardship in our own lives, we give them the greatest inheritance of all: a life that reflects God's wisdom and trust in His provision.If you're looking for support in preparing your children to be wise stewards, consider working with a Certified Kingdom Advisor (CKA)—someone who shares your values and can guide you on the journey. Visit FaithFi.com and click “Find a Professional” to get started.On Today's Program, Rob Answers Listener Questions:I left an employer five years ago and still have a pension with them. I also have an IRA. My wife and I are deciding whether to roll the pension into an IRA to earn more, or cash it out to pay off debt, such as our vehicles and student loans.I'm turning 62 soon, and my wife and I are both still working. We're debt-free except for our mortgage. Should I start taking Social Security benefits now to invest or pay down the mortgage, or is it wiser to wait?I have a single-family home with approximately $125,000 remaining on the mortgage and sufficient savings to pay it off, which would still leave me with $15,000 in the bank. Should I pay off the mortgage now, or keep the money in savings?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Movement MortgageWisdom 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.

It seems that every month or so a new “killer app” is launched with expectations that it will soon revolutionize the financial services industry. In spite of obvious benefits, most advisors seem to be “late adopters” of new technologies. Scott and Ken explore why it is hard for most people to embrace new ideas, and consider what an advisor can do if they want to accelerate their use of technologies in their business. Also in this episode, the AllianceBernstein Digital Coach – see practice management solutions for advisor success: abfunds.com/go/digitalcoach DISCLAIMER Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor's personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates.

Danny Genung of Harr Travel talks with Alan Fine of Insider Travel Report about why Star of the Seas is ideal for multigenerational cruising and how Royal Caribbean delivers consistently across dining, entertainment and ship design. Genung highlights onboard flow, family neighborhoods, entertainment quality and how travel advisors can use these features to sell the product more easily. For more information, visit www.cruisingpower.com or www.royalcaribbean.com. All our Insider Travel Report video interviews are archived and available on our Youtube channel (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.

Karisa Diephouse, Chief Operating Officer at Beacon Pointe Advisors, reflects on the firm's impressive growth since its founding in 2002, highlighting the defining moments that shaped its rise as the largest female-led RIA in the country and one of the nation's top RIAs. She offers valuable advice for advisors seeking to build enduring, client-centric practices and discusses how Beacon Pointe's strong female leadership at the highest levels has influenced the firm's culture and client experience, while also underscoring the core values that guide the RIA. 

Financial advisor Kevin Caldwell shares the money moves every beauty business owner needs to know—from separating personal and business finances to building an emergency fund, leveraging fractional CFOs, and mastering cash flow so your salon can thrive today and in the future.Follow/subscribe to be the first to know when new episodes are released. Like what you hear? Leave us a review!KEY TAKEAWAYS:

What transforms reasonable people into an angry mob? Why are we so eager to dismiss those who disagree with us as inherently evil? These are questions which Jonathan Haidt has spent his career trying to answer. One of the world's most influential social psychologists and a member of Persuasion's Board of Advisors, he argues that a lot of recent cultural shifts are encouraging emotional fragility rather than resilience. A professor of ethical leadership at NYU's Stern School of Business, Haidt seeks to employ moral psychology to promote dialogue rather than division. In this week's episode of The Good Fight, Yascha Mounk sits down with Jonathan Haidt to discuss psychological differences between the left and the right, the human tendency to discriminate in favor of the in-group, and how to build a less tribal culture and country. Please do listen and spread the word about The Good Fight. If you have not yet signed up for our podcast, please do so now by following this link on your phone. Email: goodfightpod@gmail.com Twitter: @Yascha_Mounk Website: http://www.persuasion.community Podcast production by John T. Williams and Rebecca Rashid Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's podcast episode idea was inspired by an incredible success that I recently discovered from one of my students that I know you'll be interested in. This episode is highly relevant if you want to go into wildlife careers, especially graduate school, but the lessons that you'll learn from my student's experience apply to ANY situation. You'll learn a winning process that I regularly use with my students that will get you results. In her case, it was an extremely prestigious grant that enabled her to go to basically any graduate school in the US!You see, I was recently on LinkedIn and happened to notice that one of my former students, Camilla Price, is now going to graduate school. I was so excited for her and ready to congratulate her, when I noticed something even more exciting: that she was the recipient of a prestigious National Science Foundation Graduate Research Fellowship (GRFP) grant. But even more exciting than this…she was the recipient after applying to the grant just one time and without having an established advisor to work with. Keep reading to understand why this is such a big deal…The NSF GRFP grant is a super competitive grant and a HUGE honor. I've known people who've received the grant and I was even awarded an honorable mention myself when I applied, but I didn't know anyone who got it BEFORE they started working with an advisor in graduate school, meaning that they did it all on their own!I cannot emphasize enough what a big deal this is for aspiring students wanting to go to graduate school: if you get it, you can go pretty much wherever you want for graduate school. You have your choice! This NSF grant provides all of your funding and a lack of funding is one of the biggest reasons why so many people seeking to go to graduate school can't get in. They approach potential graduate advisors and even if the advisors are interested in having another student, if they don't have the funding, then they can't take on that student for a Master's or Ph.D. This was a problem that Camilla was facing.I was so excited for Camilla – the last we had talked, Camilla had been trying to get into graduate school for a year or more. And I was super intrigued by how she went about writing the NSF GRFP. When I wrote my grant applications, I knew the advisor I would be working with and I had a specific Ph.D. project in mind. Without having a specific advisor to work with and therefore a lab and research area to focus on, how did she know what to write about? How did she do this all on her own? Without the help of an advisor to give her feedback and guidance?After extending my congratulations to Camilla, I knew I had to invite her to be on the podcast so that we could all share her success and learn the process that she took to gain this great honor.So many of my followers and students are interested in going to graduate school, and when you listen to Camilla's tips and tricks, you'll learn a ton from this episode. Even if you're not ready to go to graduate school, if you're looking to get into a wildlife career, you're going to benefit a lot. And if you're not interested in wildlife careers, that's okay too – there's still so much you can learn from Camilla's approach to receiving this grant. The strategy that she used is something that I teach in my Successful Wildlife Professional Program: start with the end in mind and work backwards.Tune in and hear about the strategies Camilla used in order to pick the graduate school of her dreams, and learn about how she settled upon the University of Colorado and chose to study wolverines. Along with Camilla's advice, I offer some additional tips and key takeaways to really solidify those points, no matter where you are in your career and what you're going for. These tips work!Specifically, I go over:Camilla's journey as an early-career professionalWhat the the NSF Graduate Research Fellowship Program is and why you should apply before you go to graduate school and even when you get inThe components of a NSF GRFP proposal and what it's like to write oneCamilla's entire process for creating her research proposal: from concept to submittingStrategies for creating a strong proposalThe importance of networking and how Camilla used it to help her write the strongest proposal possibleThe difference between Broader Impacts and Intellectual Merit: what they are and why they are important in all NSF proposalsand MORE!Dream of being a wildlife biologist, zoologist, conservation biologist, or ecologist? Ready to turn your love of animals into a thriving career?

In this episode, Ben Felix and Cameron Passmore take a critical look at the Canadian banking system's mutual fund advice model. A newly released study by the Ontario Securities Commission (OSC) and the Canadian Investment Regulatory Organization (CIRO) confirms what many already suspected: Canadian bank branches aren't in the business of giving impartial advice—they're selling financial products. Ben breaks down the implications of this study, which surveyed nearly 3,000 bank-affiliated mutual fund representatives, uncovering troubling statistics about sales pressure, lack of credentials, misaligned incentives, and poor client outcomes. From limited product shelves and high-fee mutual funds to representatives with minimal financial education, the findings expose systemic flaws in the bank advice model. The second half of the episode is a conversation with Connor and Taylor Hewson, who recently joined PWL Capital after operating their own multigenerational advisory firm. They reflect on the decision-making process, their practice's evolution, and how joining PWL aligned with their mission to deliver better, evidence-based advice to clients. Their story illustrates the professionalization of financial advice in Canada and what's possible when advisors choose client outcomes over product sales.   Key Points From This Episode:   (0:02:33) Introducing Connor and Taylor Hewson and their firm's integration with PWL Capital. (0:03:55) Why Canadians' loyalty to banks puts them at risk of poor financial advice. (0:06:22) Bank branch “advisors” often lack credentials and act as commissioned salespeople. (0:08:08) Overview of CBC's 2024 investigation into bank sales practices. (0:10:11) The OSC and CIRO's comprehensive 2024 survey of bank mutual fund reps. (0:11:47) One-third of bank reps agree their pay structure prioritizes sales over advice. (0:13:17) 35% of reps experience sales pressure “often” or “always.” (0:16:32) Almost half of bank reps believe clients would benefit from non-bank products. (0:18:52) A shocking 23% of reps couldn't define “MER”—a key mutual fund concept. (0:21:03) Advisors often make the same poor investing choices as their clients. (0:23:55) Why credentials like CFP and CFA—and firms that support them—matter. (0:26:18) How PWL Capital's structure addresses the problems with bank advice. (0:27:43) Taylor and Connor's journey from family firm to joining PWL. (0:31:18) Why they shifted from resistance to excitement about the acquisition. (0:35:46) Letting go of the need to “do everything” and focusing on client relationships. (0:40:06) How clients reacted to the transition—and the surprising questions they asked. (0:42:40) What they'd tell other advisors considering a move to PWL. (0:44:41) Building the future of advice by creating a true apprenticeship model. (0:52:12) Why advice—not just products—should be the center of financial services. 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 Website — https://rationalreminder.ca/  Rational Reminder on Instagram — https://www.instagram.com/rationalreminder/ Rational Reminder on X — https://x.com/RationalRemind Rational Reminder on TikTok — www.tiktok.com/@rationalreminder Rational Reminder on YouTube — https://www.youtube.com/channel/ Rational Reminder Email — info@rationalreminder.ca 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/   Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Show Highlights Include:  -The defining lines between practitioner, business owner, and enterprise - risk, control, and who pays the rent.  -Why choosing a new firm should solve for tomorrow, not just today's pain point.  -Scale comes from systems, automation, and delegation (think “Who Not How”) - not from doing more yourself.  -Act “as if” now: build processes at $800k that can carry you to multiples of that revenue.  -Inorganic growth tips: start smaller on your first deal and look for conversion opportunities in transaction-heavy books.  -Matching your vision to the right platform (including enterprise/OSJ models) and the size of the “pond” you're fishing in.  Advisors often chase short-term fixes and then outgrow their platform. Frank and Stacey show how clarifying your end state first informs smarter decisions on staffing, tech, firm selection, and acquisitions - so you don't have to move twice.

This week on the show Glenda dove into the 5 biggest mistakes that travel advisors are making when it comes to social media and marketing their travel business. From using outdated tactics such as follow for follow or hashtags to an overreliance on AI (and the ways your audience can tell you're using AI) to the overwhelm that comes from trying to create a content calendar rather than just getting going. Looking to grow your travel business? Join the Travel Advisor Success Studio today: https://artofsellingtravel.com/tass Join our Facebook community: https://www.facebook.com/groups/travelagentobjections Are you following me on socials? I love doing random Ask Me Anythings - and you'll only see those if you're following me. Come hang out on Instagram at https://www.instagram.com/artofsellingtravel/ Or FB at https://www.facebook.com/artofsellingtravel

Show Notes:Post on X from Mike Zaccardi on 8.13 - https://x.com/MikeZaccardi/status/1955722314433126899 Post on X from Jay Kaeppel on 8/11 - https://x.com/jaykaeppel/status/1954864380828361192?s=12&t=Godkt5FzuqWcmpmvo2G5Jg Post from Jeff Hirsch on 8.20 that shows the historical seasonality of the VIX from 1990-2024 - https://jeffhirsch.tumblr.com/post/792429184710557696/volatility-low-in-vix-historically-rises-to-an Article from Health System Tracker by Jared Ortaliza, Matt McGough and Kaitlyn VU titled “How much and why ACA Marketplace premiums are going up in 2026” back on 8/6 - https://www.healthsystemtracker.org/brief/how-much-and-why-aca-marketplace-premiums-are-going-up-in-2026/ 314 TopicsMatt's criticism of valuation metricsBond performance in rate-cutting environmentXRT Retail ETF notable performance contradicting predictions of supply chain disruptionsVIX typically reaches annual lows in late July and peaks in October - normal seasonal weakness aheadCredit Spread AnalysisFedEx stock price historically leads world trade volumesUS business applications surgingHealthcare Premium IncreasesRate cutting pace preference – the slower pace of cuts is historically better for risk assets If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you! There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode=JSPW24&VENDORID=_JESSUPWM&om_ext_cid=ext_partner_JSPW24_Productpage

Join Kelli Hayes Smith and Cyndi Williams as they share fresh insights from two major travel industry events—the Star of the Seas preview and Sandals St. Vincent. This episode dives into why industry events are more than just beautiful destinations; they're opportunities to learn, create powerful content, and connect with clients on a deeper level.From confidence in content creation to understanding your ideal client, we'll break down the strategies travel advisors need to market with clarity and impact. Plus, hear about a new Royal Caribbean scholarship opportunity that can open doors for aspiring travel professionals.If you've ever wondered how to turn your travel experiences into a thriving business strategy, this episode is your roadmap.

How to Successfully Work with Local Governments: Insights from Shane Silsby of Silsby Strategic AdvisorsIn this episode of The Thoughtful Entrepreneur, host Josh Elledge talks with Shane Silsby, CEO and Founder of Silsby Strategic Advisors and author of Managing for Meteors: Preparing Local Government Leaders Before the Impact. Shane shares his deep expertise on the evolving local government landscape, the challenges agencies face, and how businesses can position themselves as trusted, long-term partners. Listeners gain practical advice on building authentic relationships, navigating procurement, and offering strategic value beyond just the lowest bid.Building Trust and Value in Local Government PartnershipsShane explains that working effectively with local governments requires a clear understanding of their constraints, workforce challenges, and shifting leadership dynamics. He points to the “silver tsunami” of retirements and the influx of younger leaders as both a challenge and an opportunity for the private sector to bring fresh expertise. Businesses that research agency needs, approach with empathy, and provide specialized knowledge can fill critical gaps in skills and capacity.He emphasizes that procurement at the local level isn't solely about price—it's about qualifications, problem-solving ability, and alignment with the agency's mission. Companies that lead with value, demonstrate a track record of success, and remain engaged beyond a single project are more likely to earn repeat work. Building relationships over time, rather than pushing for quick wins, creates trust and credibility that pays off in the long run.Shane also recommends that businesses tailor their approach to each agency's unique situation, from offering fractional or project-based services to helping with disruption preparedness. He advises proactive engagement, sharing resources, and being honest about capabilities—even referring other providers when it's a better fit. By doing so, businesses position themselves not just as vendors, but as indispensable partners in delivering better outcomes for communities.About Shane SilsbyShane Silsby is the CEO and Founder of Silsby Strategic Advisors and author of Managing for Meteors. With extensive leadership experience in public works and infrastructure, Shane helps local governments and private sector partners prepare for major disruptions, strengthen organizational capacity, and build sustainable solutions for community needs.About Silsby Strategic AdvisorsSilsby Strategic Advisors is a consulting firm specializing in helping local governments navigate disruption, address workforce challenges, and enhance service delivery. The firm also works with private sector companies to successfully engage with public agencies through strategic planning, relationship-building, and targeted expertise.Links Mentioned in this EpisodeSilsby Strategic AdvisorsManaging for Meteors – BookEpisode HighlightsLocal governments face generational shifts and workforce shortages, creating opportunities for private sector expertise.Procurement at the local level values qualifications and alignment over lowest price.Long-term relationships and trust are essential for sustained public sector partnerships.Businesses should consider offering fractional or project-based services to meet agency needs.Proactive disruption preparedness positions companies as valuable, strategic...

This summer, join host David Mandell as he revisits and highlights episodes from Season 3 and 4 of The Wealth Planning for the Modern Physician podcast, in our 2025 Summer Rewind Series. "I genuinely believe there is a lot of information to gain from all of our episodes deliver, but for the summer, I've handpicked a few that offer intriguing ideas and a unique perspective for physicians in 2025," says David. "I hope you enjoy this Season encore series. Have a great summer!" Episode 3.13 | Originally Released: March 9, 2023 In this episode, Dr. Shaminder (Shammi) Gupta joins David to discuss his career path, the impact of Hurricane Katrina on that path, and what he is learning from being a business executive as well as a clinician. Shammi begins with his background – where he grew up, what got him interested in medicine why he gravitated to internal medicine & nephrology. He explains why his first job out of training was not a fit for him and how hurricane Katrina changed his path completely – as it did for many living in New Orleans at the time – opening up a career path he would not have considered otherwise. Shammi also covers how he built a significant dialysis practice in a smaller town setting, became president of the Kidney Foundation, and built a reputation throughout the state.  This led to his practice being acquired by Monogram Health, where he works today as an executive and clinician. Shammi then shares what he is learning from the “business side” of medicine, as he builds out a multi-state medical platform for kidney health, and describes the value CEOs see in physicians who can communicate well and know their field of medicine intimately.  Next, David gets Shammi's insights on wealth management, including building the right advisor team and why to potentially change advisors as you grow, and Shammi concludes with his three pieces of advice for fellow physicians, especially those starting out. Learn more about our guest, including additional show notes and more, by visiting www.physicianswealthpodcast.com.

Paying for College - Join Certified Financial Planners Greg Cooley and Wes Haynes on another episode of Advisors' RoundTable!

Have you ever noticed how some people light up when they give, while others treat it like just another transaction?Maybe the difference isn't in the amount they give—but in how God designed them to give. What if discovering your God-given giving style is the key to finding joy in generosity? Today, Chris Gabriel joins us to unpack the idea of W.I.S.E. Generosity.Chris Gabriel is a philanthropic leader and financial advisor with over 30 years of experience. A Yale and Oxford graduate, he created the WISEgenerosity framework to help individuals and institutions give well. Chris leads a thriving wealth management practice and is the author of WISEgenerosity: A Guide for Purposeful and Practical Living and Giving.From Inspiration to ApplicationGenerosity isn't just about giving money—it's about connecting your giving to your God-given identity and calling. Generosity is an essential virtue of a life well lived. It's also perhaps the aspect of God's nature that's closest to our own. We're made in His image, and that means we're made to give.While many Christians feel a tug toward generosity, few know how to give in a way that aligns with their values, financial situation, or spiritual identity.God plants seeds in our hearts, but we also have a responsibility to be wise stewards of our resources. WISEgenerosity is designed to help people take those seeds and apply them intentionally based on their unique circumstances.The W.I.S.E. FrameworkThe heart of the book is captured in the acronym W.I.S.E., which stands for:Well-Grounded – Giving that is both spiritually rooted and practically planned. It's based on God's truth, but also on the real resources and capabilities you have.Inspired – This is where giving intersects with personal identity. We each have a unique calling from God, and when our giving aligns with that, it becomes deeply meaningful.Satisfying – Generosity brings joy when it flows from being grounded and inspired. The blessings are bountiful, not just for others, but for the giver.Effective – This is about wise stewardship—giving in a way that meets real needs and aligns with God's purposes in the world.Discovering Your Personal Giving Identity (PGI)One of the most powerful tools is the Personal Giving Identity (PGI). Much like a personality test, the PGI helps individuals uncover their unique generosity “type” and how it connects to biblical truths.There are four generosity personalities:Focused Givers – Like Joseph, they're results-driven and strategic.Expressive Givers – Like David, they're creative and people-oriented.Considerate Givers – Like Ruth, they're relational and emotionally attuned.Disciplined Givers – Like Daniel, they're measured, analytical, and intentional.Each of these biblical characters reflects traits we see in modern givers. When we understand our PGI, we can give in a way that's aligned, impactful, and joyful.The PGI tool doesn't stop with individuals. Couples can benefit from it too. The spousal comparison tool helps partners understand each other's giving styles and how to complement one another in shared generosity.God brings couples together to align their capabilities and calling. Understanding how we each approach giving can deepen unity and effectiveness in our marriages.Strategic and Systematic GivingWhile spontaneous giving is beautiful, we also should embrace strategic and systematic generosity.Just like with other areas of life, awareness and planning elevate our impact. Some givers are driven by their hearts, while others are more analytical. Both are needed—but what matters is that we give with intention and trust.Coming this fall is Advance, a new toolkit designed for churches, ministries, and financial advisors to help others walk through the WISEgenerosity framework in community.Whether you're an individual, a couple, a ministry leader, or a financial professional, this resource will provide practical tools, spiritual insight, and relational wisdom to guide your giving.Ready to Take the Next Step?If you're ready to explore your personal giving identity or learn how to make your generosity more purposeful, visit WiseGenerosity.com. You'll find:A free PGI assessmentBible study toolsTeaching resources for churches and ministriesInformation on Chris's book and upcoming toolkitsIn a culture that often views giving as transactional or occasional, WISEgenerosity reminds us that giving is a deeply spiritual act—one that reflects the heart of God, shapes our identity, and brings lasting joy.On Today's Program, Rob Answers Listener Questions:I'm the legal guardian for my 97-year-old father. I recently sold his property and now need to complete a Medicaid spend-down. Where should I direct his remaining funds?I've been studying the Bible for over a year and now have a better understanding of tithing. I want to make sure I'm doing it biblically—who should receive my tithe according to Scripture?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)WISEgenerosityWISEgenerosity: A Guide for Purposeful and Practical Living and Giving by Chris GabrielWISEgenerosity Personality Types QuizWisdom 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.

Prepare for Aging - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

Nate discusses some of the way is that advisors bring value to their clients in more ways than simply investment returns. Source: PDF of the RMA study guide. Pages 16 – 19

--{ "Kings, Advisors and Cunning Cons"}-- CTTM book club, Substack, audio versions of Not Sure - A little more about Information Overload - Trump takes over D.C. police - Digital IDs - Government advisors, Astrologer advisor club - Patriot business - Freaking Out - the Real Born Again Experience - Official Secrets Act - Predictions, Francis Bacon, Peter Wright MI5, Kelly and Others - Waco, Catherine de Medici - Sinclairs and Montgomerys, Knights Templar, Novum Organum, Pythagoras, Essenes and Revolution (Song: "Singapore" Tom Waits, "Cold on the Shoulder" by Gordon Lightfoot, "Magical Mystery Tour" by the Beatles)

A few episodes back, Matt and Mark discussed how market forecasts and predictions can mislead investors and harm their mindset. The truth is, no one can say with certainty where the stock market will go. In fact, Mark joked that his 2-year-old daughter, Mia, has just as good a shot at predicting the market's year-end 2025 performance as any professional. That led to a friendly bet—Mia would make her own forecast for the end of 2025. Here's how it turned out.Listen: https://www.jessupwealthmanagement.com/podcastWatch: https://www.youtube.com/channel/UCISl5dXPZmaP-fmyL3Y25UQhttps://www.jessupwealthmanagement.com/disclosures-page

Show Highlights:-The difference between working hard and working smart in today's advisory space.-Why intentional scheduling is critical to sustainable growth.-The top priorities high-performing advisors focus on daily.-How effective delegation drives business scalability.-Practical ways to protect your calendar and say no to the wrong opportunities.-Lessons advisors can apply whether they're independent or W-2.Whether you're an established producer or building your practice, you'll come away with actionable insights to spend your time where it matters most.

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you! There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you're ready to learn more, visit jessupwealthmanagement.com and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_ProductpageShow Notes:Post on X from Seth Golden about semi-conductors on 8/7 - https://x.com/sethcl/status/1953469529784209878?Post on X from Rob Anderson using NDR Research on 8/1 - https://x.com/_rob_anderson/status/1951369353267413216 Blog Post from Bespoke Investment Group “Tech Sector now 1/3rd of S&P” - https://www.bespokepremium.com/interactive/posts/think-big-blog/tech-sector-now-1-3rd-of-sp Tax Questions on Roth IRA Conversions By Joy Taylorhttps://www.kiplinger.com/taxes/tax-law/ask-the-editor-august-8-tax-questions-on-roth-ira-conversions#313 Topics:SEMICONDUCTOR INDUSTRYHEALTHSCARE SECTORTHE GROWTH IN THE TECH SECTOR RELATIVE TO THE S&P 500STOCK BUYBACKSSURVEY DATAROTH CONVERSIONS 

How do you build a financial planning practice that succeeds without losing your values?Fran Walsh, co-founder of Opulus LLC and one of Investopedia's Top 100 Advisors, believes the key is authenticity. From a football award that unexpectedly introduced him to his future business partner to launching his firm just before COVID hit, Fran's path has been anything but straight. His mindset has stayed the same: “The people who never quit and just keep going are going to be inevitably successful.”At first, Fran didn't rush to pick a niche. Instead, he worked with a range of clients while building momentum, eventually focusing on high-earning millennials, athletes, and business owners who share his drive for constant improvement. He also made a conscious choice to skip the traditional corporate image: “We wear t-shirts every day. We want clients to see we're normal people just like them.”His approach shows that being yourself can strengthen client relationships while building a business you actually enjoy running.Fran's Social:https://www.linkedin.com/in/fran-walsh-b12775a3/X: @FranWalsh73Newsletter: https://www.opulusmethod.com/

More advice from Dating University! Trust your gut, trust your Board of Advisors (you have one, right?)--and FACETIME them before you go!See omnystudio.com/listener for privacy information.

More advice from Dating University! Trust your gut, trust your Board of Advisors (you have one, right?)--and FACETIME them before you go!See omnystudio.com/listener for privacy information.

What if 80% of new clients were ready to work with you before they ever met you?That's the reality Marcus Sheridan created when the 2008 recession almost bankrupted his pool business. The crisis forced him to rethink his marketing strategy–a shift that transformed his struggling company into the most visited swimming pool website in the world. How? By answering every customer question, even the uncomfortable ones, before the sales meeting ever happened.In this episode, Marcus reveals how financial advisors can apply the same approach to build unbreakable trust, shorten sales lead cycles, and create an overflowing pipeline of clients who already feel like they know, like, and trust you.We dig into the shocking amount of time that consumers spend researching products and services ahead of time, and the answers that advisors dread providing. We also discuss how advisors can leverage video, especially YouTube, to establish themselves as trusted experts in their industry, as well as the risks of being left behind and rendered obsolete by failing to adapt to AI, new technology, and the trust-building power of video.3 of the biggest insights from Marcus Sheridan…#1.) The "Big 5" Sales Topics That Clients Search Before They Hire YouMarcus breaks down the five topics every client wants to know about: cost, problems, comparisons, reviews, and "best of" lists. Bottom line: Advisors who address these topics upfront, win.#2.) How to Build Trust Before They Ever Shake Your HandWhen done right, your marketing becomes the sales process. Marcus proves his point by how clients opened the door saying, “Marcus from the pool video is here!”#3.) Why Video Content Is Your New Sales FunnelGoogle is sending less traffic to websites, thanks to AI. But YouTube traffic is up. Marcus shares how AI and buyer behavior are shifting and why your YouTube channel will soon be more important than your website.SHOW NOTEShttps://bradleyjohnson.com/129FREE GIFT + JOIN THE DBDL INSIDER CREWToday's Gift: Get copies of Marcus' book, "They Ask, You Answer: A Revolutionary Approach to Inbound Sales, Content Marketing, and Today's Digital Consumer" [while supplies last]To get access to today's free gift AND become a DBDL Insider with VIP access to future resources and exclusive content, text "129" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTubeTwitterInstagramLinkedInFacebookDISCLOSURE DBDL podcast episode conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into their business and their life. Financial professionals are responsible for ensuring implementation of anything discussed related to business is done so in accordance with any and all regulatory, compliance responsibilities and obligations.The Triad member statements reflect their own experience which may not be representative of all Triad Member experiences, and their appearances were not paid for.Triad Wealth Partners, LLC is an SEC Registered Investment Adviser. Please visit Triadwealthpartners.com for more information. Triad Wealth Partners, LLC and Triad Partners, LLC are affiliated companies. TP08254657215See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Two-time Trump administration vet Lynne Parker has exited as principal deputy director of the White House Office of Science and Technology Policy following the release of the administration's AI plan. In a LinkedIn post Tuesday, Parker said she was “passing the torch” and had fulfilled her mission of helping the Trump administration “hit the ground running,” citing the launch of AI innovation and education initiatives as well as drone-focused policy, and the administration's “gold standard” science initiative. She said she plans to return to her retirement in Tennessee. Parker joined the administration in January, working alongside OSTP Director Michael Kratsios. In addition to her OSTP title, she was also named executive director of the President's Council of Advisors for Science and Technology. Parker had returned to the current Trump administration after serving as deputy CTO and founding director of the National Artificial Intelligence Initiative Office. The White House didn't immediately respond to a request for comment on her departure. In addition to Parker, OSTP senior policy advisor Dean Ball also recently announced he was leaving the White House following the release of the administration's anticipated AI Action Plan last month. Ball rejoined the Foundation for American Innovation, a technology-focused think tank formerly known as the Lincoln Network, as a fellow focused on AI policy and governance models for emerging technology. The cloud management company Box is the latest agency to strike a deal with the General Services Administration to offer its artificial intelligence services to the federal government at a fraction of the normal price. The GSA said in an announcement Wednesday that federal agencies can buy Box's Enterprise Plus for Government software for up to 75% off and the company's Enterprise for Advanced Government software discounted by up to 65% of the listed price for a year-long term. The announcement follows a series of other deals with major AI firms like OpenAI and Anthropic that aim to increase the use of AI across the federal government. Like the other OneGov collaborations, the GSA said Box's AI platform will help boost productivity at agencies, automate workflows and assist with tasks like document generation, e-signatures and forms. The Daily Scoop Podcast is available every Monday-Friday afternoon. If you want to hear more of the latest from Washington, subscribe to The Daily Scoop Podcast  on Apple Podcasts, Soundcloud, Spotify and YouTube.

This special episode of "Innovate That," recorded live at the Global Entrepreneurship Congress, spotlights Oklahoma's thriving entrepreneurial ecosystem. Jennifer McGrail, Wade Dunn (Gradient, Tulsa), and Kristin Garcia (The Verge, Oklahoma City) discuss statewide collaboration, resources, and programs supporting startups—from coworking and accelerators to funding and mentorship. They highlight the Oklahoma Commercialization Network (OCN) and the involvement of universities, investors, and global partners. The episode celebrates Oklahoma's growing national and global presence, emphasizing a spirit of innovation, inclusivity, and optimism for the state's entrepreneurial future. Timestamps: Introduction & Setting the Stage (00:00:00) Live from the Global Entrepreneurship Congress; overview of Oklahoma's unique entrepreneurial ecosystem and collaboration. Oklahoma Commercialization Network (OCEAN) Launch (00:01:27) Introduction of OCEAN, its partners, and its mission to connect founders, investors, and policymakers statewide. Gradient's Impact in Tulsa (00:03:30) Description of Gradient's innovation hub, economic impact, partnerships, and support programs for entrepreneurs at all stages. The Verge OKC's Offerings (00:05:35) Overview of The Verge's coworking, incubator, accelerator, and university partnerships in Oklahoma City. Mentorship, Advisors, and University Connections (00:06:27) Discussion of mentorship, legal resources, and student involvement through university partnerships. Community Development & Philanthropy (00:07:32) Role of foundations like Inasmuch in supporting entrepreneurship and community development in Oklahoma City. Venture Capital & Accelerator Partners (00:08:12) List of VCs, accelerators, and financial supporters involved with Gradient and The Verge. Acast's Unique Role & Statewide Programs (00:09:29) Acast's direct programs, matching grants, and STEM intern industry program for Oklahoma startups. Expanding Talent Pipeline & Student Opportunities (00:10:42) Expansion of internship eligibility to career tech students and the importance of growing local talent. Prototype & Manufacturing Support (00:12:06) Resources like Inventors Assistance Service and Oklahoma Manufacturing Alliance for prototyping and manufacturing help. Federal Funding & SBIR Programs (00:12:40) OK Catalyst's support for federal SBIR awards and an example of dual-use technology commercialization. Rural Innovation & Farm Bureau Accelerators (00:14:00) Oklahoma Farm Bureau's rural accelerator programs and partnerships supporting rural entrepreneurs. Venture Capital Funds & Rural Funding (00:15:08) Explanation of Oklahoma's fund of funds, rural-specific VC, and loan programs for startups. Resource Directories & Where to Find Help (00:16:31) Websites and directories for finding entrepreneurial resources across Oklahoma. The Future of Innovation in Oklahoma (00:17:00) Speakers' visions for Oklahoma's future: AI, tech hubs, collaborative spirit, and growing national recognition. Boomerang Oklahomans & Quality of Life (00:19:41) Return of former residents, affordable living, and new cultural and tech developments in Oklahoma. Global & National Partnerships (00:21:22) Involvement of major brands like Microsoft and Google in Oklahoma's innovation ecosystem. Closing Remarks (00:21:41) Oklahoma's bright future on the global stage; invitation to join the state's innovation journey.

Value of Dividend Stocks - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

Our guest on the podcast today is Nick Murray. Nick has written several influential books about investing and financial advice, including The Game of Numbers, Simple Wealth, Inevitable Wealth, and his latest, This Time Isn't Different. His newsletter for financial advisors is called “Nick Murray Interactive,” and he also frequently leads seminars for financial advice professionals. Nick started out at EF Hutton, then moved on to Shearson and eventually to Bear Stearns. Since then, he has built his career around advising financial advisors.BackgroundAbout Nick MurrayNick Murray Interactive newslettersBooks and E-BooksThis Time Isn't Different: Shockproofing Our ClientsThe Game of Numbers: Client Acquisition for Financial Advisors 2010Simple Wealth, Inevitable WealthNick Murray's Scripts: What to Say and How to Say ItBehavioral Investment CounselingTalking It Over, Just The Two Of Us: A Guide for the Financial Advisor's Life Partner with Joan MurrayAround the Year with Nick Murray: Daily Readings for Financial AdvisorsPodcasts and More“Financial Advisor Nick Murray,” Bloomberg Masters in Business podcast by Barry Ritholtz, Aug. 7, 2015“The Man Who Saved My Career: How Nick Murray came along and showed me my true purpose in this business,” by Josh Brown, downtownjoshbrown.com, May 21, 2024“The Value Proposition of a Financial Advisor With Nick Murray,” The Unlock podcast, May 21, 2024“The Golden Door For Financial Advice With Nick Murray,” The Unlock podcast, May 31, 2024“My Financial Planning Heroes: Nick Murray,” by Juniper team, juniperwealth.co.uk/blog, Jan. 1, 2025“Nick Murray's Hard Truths for Advisors” by Jane Wollman Rusoff, thinkadvisor.com, March 5, 2015“Lessons Learned From the Legendary Financial Advisor Nick Murray,” Think Smart With TMFG podcast, Oct. 14, 2022“Murray: Financial Healing,” Consuelo Mack Wealthtrack, May 6, 2016

In this episode, host Adam sits down with Ed Hart, a family business expert, host of the 'From the Heart' podcast, and co-author of 'Boomer Wisdom.' They delve deep into why emotional intelligence is a crucial yet underrated element in family businesses. The conversation covers the significant impact of seeking external help for sustained success across generations, with examples of businesses that flourished due to humility and openness to outside insights. Ed shares stories from his extensive experience working with family businesses, offering valuable advice on conflict resolution, the importance of servant leadership, and preparing for retirement. The episode is a treasure trove of insights for family business leaders navigating legacy and generational dynamics, eager to strengthen love, legacy, and lifestyle within their organizations. If you're a family business leader, this episode is a must-listen. Enjoy the deep, fearless conversation that encapsulates the essence of maintaining a thriving family business.00:00 Introduction to Emotional Intelligence in Family Business01:41 Welcoming Ed Hart: A Journey Through Family Business02:34 The Good, The Bad, and The Ugly of Family Businesses04:26 The Importance of Emotional and Cultural Intelligence06:11 The Role of Advisors and External Help13:00 Generational Dynamics and Succession Planning24:08 Conflict Resolution and Family First Philosophy29:53 Navigating Family and Business Dynamics30:12 Examples of Successful Family Businesses31:26 The Importance of Managing Expectations32:15 The Pressure of Maintaining a Family Legacy33:41 The Reality of Selling a Family Business34:09 Transitioning Leadership in Family Businesses37:39 Preparing for Retirement and Finding New Passions43:55 Boomer Wisdom: Lessons for the Next Generation48:45 The Value of Intergenerational Learning50:12 Conclusion and Final ThoughtsFind Ed HEREHart Leadership GroupFrom the Hart PodcastBoomer Wisdom

The senior fellow in international economics, author, and journalist, who covers finance and the forces driving volatility, discusses how advisors can turn disruption into opportunity. Host: Steve Sanduski, CFP. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mid-Year Outlook - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

Small Bay Industrial (a.k.a. Flex Space) wasn't on your radar—and for good reason.But what if the most overlooked asset class in commercial real estate turned out to be one of the most profitable? In this episode, Cody Payne, SVP at Colliers, breaks down why Small Bay Flex Industrial is quietly exploding—and why more active and passive investors are taking notice. Cody shares how he transitioned from leasing to owning, how syndication plays a role in the space, and why this niche might outperform retail and office over the next decade. Whether you're looking to diversify your portfolio or find a less management-intensive asset, this is an episode you don't want to miss.Key TakeawaysWhy Flex Industrial Is Heating UpThe asset class has evolved: from basic metal garages to glass-fronted multi-use spaces.Demand is surging as small businesses, gyms, e-commerce, and retail users flood in.Triple-net leases and low tenant improvement costs make this a capital-efficient play.How to Add Real Value with Small Bay AssetsSimple cosmetic upgrades (like storefront glass) can attract higher-paying tenants.Reconfiguring larger units into smaller ones can boost PSF rent.Strategic side yards and outdoor storage add ancillary income.Investor Returns: What to ExpectTypical stabilized deals offer 8–10% cash-on-cash returns with low capex.Value-add plays or development deals can push IRRs significantly higher.Cap rates range from 6–8%, depending on market and quality.Management Made SimpleTriple-net leases reduce headaches—tenants handle their own maintenance.Very few after-hours calls; most businesses operate during daytime hours.Easy to find third-party managers who understand this asset class.Syndication in Small Bay: A New FrontierCody's early deals involved rolling his broker fee into equity—low-risk entry point.Syndication works well, especially for stabilized assets or light value-add.Investors like the stability, tenant diversity, and ease of management.Navigating the Market: Deal Flow and FinancingGood deal flow in most metros if your buy box is realistic (e.g., 7–8% cap).Financing is accessible: 25-year terms, 65% LTV, and ~6.25% interest.Banks used to avoid this asset class—now they're chasing it.Connect with CodyWebsiteBook: Flex Space DominationLinkedInConnect with MichaelFacebookInstagramYouTubeTikTokResourcesTheFreedomPodcast.com Access the #1 FREE Apartment Investing Course (Apartments 101)Schedule a Free Strategy Session with Michael's Team of Advisors

Lyndia Downie has served as Pine Street Inn's President & Executive Director since 2000 and on Pine Street's staff for 40 years, working in roles throughout the organization. As a result of her leadership and vision, Pine Street is now the largest provider of housing with support services for individuals moving out of homelessness in New England, with 1,100 units of housing and a major housing expansion underway. Her collaboration with other key agencies, the Commonwealth of Massachusetts, and the City of Boston has brought the population of unsheltered individuals to just over three percent of the overall homeless population. To place that in context, in San Francisco, a city of similar size and high housing costs, the unsheltered homeless rate is over 50 percent.With a $98 million budget and services provided at four shelters and 39 housing locations in Boston and Brookline, Pine Street supports over 2,100 individuals each day, with programs including street outreach, emergency shelter, supportive housing and job training. iCater, a Pine Street Inn social enterprise, is a successful catering business providing meals to a variety of organizations and job training to individuals moving back into the workforce.Looking ahead, Lyndia is guiding Pine Street's bold plan to add 400-500 new units, with 250 already in development. The expansion is driven by large-scale new developments that will have a powerful impact on ending homelessness. This expanded vision for housing is largely supported by a transformative $15 million commitment from the Yawkey Foundation.With her keen understanding of the complex causes of homelessness and proven methods to solve it, Lyndia is a frequently requested speaker who regularly serves as a policy advisor at the city, state and federal levels. Lyndia served on former Mayor Walsh's Advisory Council on Homelessness and was a member of the task force that helped shape the City of Boston's action plan to end veteran and chronic homelessness. She also serves on a number of policy advisory committees to the state's Executive Office of Health and Human Services, and has presented on Pine Street Inn's strategic housing expansion at the annual conference of the National Alliance to End Homelessness in Washington, D.C.Additionally, Lyndia has been tapped to serve on a number of committees and boards, including the Massachusetts Council of Human Service Providers, the Massachusetts Housing & Shelter Alliance, the Board of Advisors of Eastern Bank and the Franklin Square House Foundation. She was also named a Barr Fellow through the Barr Foundation's program to honor nonprofit leaders in the region and has co-taught a course on solutions to homelessness at the Harvard Kennedy School.In 2019, 2020, 2021, 2022 and 2023, Lyndia was selected as one of the top 100 women leaders in Massachusetts by The Commonwealth Institute in partnership with The Boston Globe. Boston Magazine has named Lyndia “One of the 100 Most Influential Bostonians,” and she has received the Massachusetts Council of Human Services' CEO Award of Excellence for her leadership. In addition, Pine Street Inn was honored with Bank of America's Neighborhood Builders award, which recognizes innovation, excellence and leadership among nonprofits across the country.Lyndia received the Henry L. Shattuck City Champion Award from the Boston Municipal Research Bureau and was named the “Most Innovative Person in the Massachusetts Non-Profit Sector” by The Boston Globe. Lyndia has also received the Greater Boston Chamber of Commerce Pinnacle Award, the New England Women's Leadership Award, and the University of Vermont's 2020 Alumni Association Award.

Bryce Eddy sits down with Scott Walter, president of the Capital Research Center, to uncover the hidden influence of Arabella Advisors—a massive dark money network shaping U.S. politics. They dig into the billionaire power players funding Arabella, including household names like Warren Buffett and under-the-radar figures like Swiss billionaire Hansjörg Wyss, and reveal how foreign money, ballot initiatives, and “charitable” nonprofits are used to centralize control and sway elections. Walter shares why both the left and right should be wary of concentrated power, how big business and big government collude, and what reforms could help pull back the curtain on these operations. Ready to JOIN THE FIGHT? Join Bryce’s email list for opportunities to join the discussion, get exclusive interviews, and MUCH MORE: Bryceeddy.com For daily episodes, news, and conservative discussions like this, SUBSCRIBE to The Bryce Eddy Show:https://podcasts.apple.com/us/podcast/the-bryce-eddy-show/id1635204267 Instagram:https://www.instagram.com/thebryceeddyshow/ X:https://x.com/Bryceeddy1See omnystudio.com/listener for privacy information.

Advisors who rely on artificial intelligence for their marketing are accidentally sacrificing their business, career, and wealth for average results by definition.  But wait - there's more! Not only is AI planting the seeds to your business's destruction…  but it's also literally stealing your mind and cognitive functions. I'm not just making this up either: MIT recently proved this.  That said, there is a sliver of good news in the AI craze:  Simply not using it will make you stand head and shoulders above the rest of the industry.  If you want to keep your brain, get better marketing results, and leave the rest of the advisors in the dust, listen now. Show highlights include: The “dishwater secret” for using artificial intelligence in a way that won't scare off prospective clients (0:44)  How having this one insidious desire, which is rampant among advisors who use AI, will gradually bankrupt your business… until, one day, it goes poof! (1:55)  How the “Contrast Effect” makes your marketing instantly look more impressive, persuasive, and valuable (even if you're not the best marketer) (2:48)  3 simple ways to make your marketing stand out from almost every other advisor on the face of the earth (4:52)  This MIT study alone will scare you away from ever using AI for marketing again (8:59)  Will AI cause a serious spike in dementia? It's hard to tell, but the research data is damning… (11:25)  Why it's impossible for advisors who use AI to be in the top 1% of advisors (12:33)  A real life LinkedIn example of why human marketing will always beat AI marketing (14:15)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

In this insightful episode, Michael D. Levitt explores the Square Management System Alignment Model, a framework by Matthew Person designed to foster organizational alignment without the need for micromanagement. Developed by Matthew from Town Square Advisors, this model is grounded in real-world executive and M&A experience. It focuses on aligning employee beliefs and behaviors with company systems to prevent culture drift and enable long-term, sustainable growth. Michael underscored the urgent need for such systems, sharing examples of organizations that significantly improved through alignment—not turnover—by earning employee trust and recognizing internal capability. The Power of “Constrained Independence” Matthew introduced the concept of constrained independence, a four-part management model built on Identity, Instruction, Intercommunication, and Information, with ten key operational elements. This framework helps leaders strike a balance between empowering staff and maintaining clarity. Listeners were invited to assess their own organizations using a free quiz at TownSquareAdvisors.com. Michael emphasized the importance of continuous monitoring and cultural measurement—warning that top-down approaches to diversity and alignment can sometimes lead to unintended tension unless rooted in authenticity and openness. Lessons from Championship Teams Drawing from professional sports, Michael shared a compelling analogy about leadership, team culture, and performance. While the 1990s New York Yankees focused on acquiring high-priced talent, it was the Boston Red Sox's commitment to balanced teams and deep culture, under leaders like Tito Francona, that ultimately led to their championships. The lesson? A deep bench, clear roles, and trust in your team's abilities drive real, repeatable success. Trust, Decision-Making, and Human-Centered Leadership Trust emerged as a recurring theme—especially in how it empowers independent decision-making and employee engagement. Matthew contrasted toxic, high-constraint workplaces with cultures that reward initiative. Michael reflected on his own experience of being hired for his potential, not just his résumé, and how adaptable systems that honor both organizational needs and individual strengths pave the way for high-performance cultures. Hiring, Retention, and Thriving Work Environments With over 18 years of leadership experience, Michael emphasized the importance of cultivating an environment where employees can grow, not just work. Culture isn't one-size-fits-all—it's about designing systems and environments where your people can thrive. He challenged the myth of a “correct culture,” advocating instead for cultural authenticity and values-based alignment tailored to each organization. Ethical Offboarding and Supporting Career Growth When it comes to letting people go, Michael shared his values-driven approach: treat exits with dignity, and support people in finding better fits elsewhere. Drawing on personal experiences from both sides of the table, he emphasized the long-term value of trust, transparency, and doing what's best for the individual, even when it's a tough call. Culture Meets Data: Using Analytics to Lead Smarter To round out the discussion, Matthew dove into how the Square Management System uses analytics to assess culture across various organizational levels. This diagnostic tool is especially helpful for startups and mission-driven entrepreneurs aiming to build cohesive teams from the start. The system doesn't promise perfection, but it delivers clarity—giving leaders the actionable insights they need to close culture gaps, improve communication, and align operations with purpose. Listeners are encouraged to explore the free tools and resources at TownSquare-Advisors.com.   Welcome to another episode of the Breakfast Leadership Show, where we dive deep with leaders reshaping how we work, lead, and live. Today's guest is Matt Person—a strategic powerhouse with more than two decades of experience in M&A, organizational design, and aligning people with purpose. Matt is the mind behind the Square Management System, a practical framework that brings clarity and cohesion to companies' operations by aligning people, processes, and performance. His upcoming book, The Culture of Alignment, explores this in depth and is a must-read for leaders building resilient, high-performing organizations. With a career that spans global corporate development, private equity-backed ventures, and even a decade in professional baseball leadership, Matt brings a truly unique perspective. Recognized as a Rising Star by the Colorado Springs Business Journal and a Thought Leader of the Year finalist by the Alliance of M&A Advisors, his credentials are only matched by his passion for excellence. Matt holds an MBA and an MS in Finance from Boston College, and a degree from Colgate University. He's a guest lecturer, frequent industry speaker, and lives just outside Boston with his family—when he's not refining growth strategies, you'll find him on the golf course, hunting down vintage cars, or scouting out his next favorite restaurant. Speaker Bio:  https://www.espeakers.com/dashboard/50932/profile LinkedIn:  https://www.linkedin.com/in/matthewdperson/ Website:  https://www.townsquare-advisors.com/  

“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.

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!  There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com and book your call today!312 Topics:· July jobs report came in weaker than expected with higher unemployment rate· Historical pattern suggests potential weakness in mid-to-late summer through mid-fall before Q4 rally.· Tariff & Commodity News · Data Center Energy Consumption · Buy Now, Pay Later Trends · Earnings Season Volatility Show Notes:Post on X from Jason Goepfert on 7.31.25 - https://x.com/jasongoepfert/status/1950972585480745304?Post on X from Nautilus Research on 7.7.25 with an update on the 4-year election cycle for the S&P 500 - https://x.com/NautilusCap/status/1942202402414743758 Post on X from Renaissance Macro Research on 7.30.25 - https://x.com/RenMacLLC/status/1950646263969632257 Data Center Energy UsageSource: Zero Hedge X Posthttps://x.com/matthewcjessup/status/1949884142583267793Missed Payments RisingSource: The Kobeissi Letter X Posthttps://x.com/KobeissiLetter/status/1949476483346350323Strong Earnings ReactionsSource: Mike Zaccardi X Post, BOFAhttps://x.com/MikeZaccardi/status/1952349009378431434

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our June 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction to Weath Management & Action Items 3:07 – Lazy Money & Financial Spring Cleaning 6:29 – Market Overview & Economic Outlook 9:;22 – Investment Strategies & Market Predictions 12:10 – Emerging vs. Developed Markets 15:06 – The Future of Tech & Investment Opportunities 18:07 – Interest Rates & Economic Speculation 21:15 – Closing Thoughts & Future Trends Visit www.denverwealthmanagement.com to schedule a free consultation. 

With advisor expectations evolving, not all “good firms” are winning the talent. Mindy and Louis Diamond share what today's top advisors really value—and why some firms are standing out while others fall short.

What lessons can leaders draw from championship-winning coaches? Kevin is joined by Chantal Vallée, who discusses her academic research on leadership and coaching success across sports, business, education, and healthcare. She identified four essential elements shared by great leaders: a compelling vision, strong organizational skills, a focus on individual development, and the ability to utilize key leadership traits. Together, Kevin and Chantal explore topics like setting a vision, handling pressure, and trusting the process. Chantal also offers practical tools for leadership, including the Council of Advisors and symbolic team-building exercises. Listen For 00:00 Welcome to the Remarkable Leadership Podcast 00:39 Join Our Live Recordings 01:05 About Flexible Leadership 01:32 Introducing Chantal Vallée 02:48 Chantal's Journey from Player to Coach 04:14 Why Chantal Wrote Her Book 05:13 Research Behind High-Performance Teams 06:28 Applying Research to Build a Championship Team 07:09 The Four-Part Leadership Framework 08:57 The Power of Vision 09:38 Organizational Skills as a Leadership Pillar 10:37 Investing in Individual Growth 11:12 Leadership Attributes: The Full Spectrum 11:42 Connecting to Flexible Leadership 12:02 Clarifying Organizational Skills 12:54 The Five-Year Vision and Recruiting 14:17 Making the Vision Real Through Staged Goals 16:19 Trusting the Process 17:28 Sacrificing Short-Term Wins for Long-Term Culture 18:29 Teaching Culture Through Strategic Decisions 19:13 Undervalued Leadership Attribute 20:27 The Importance of Lifelong Learning 21:34 Building a Council of Advisors 24:17 Inclusive Decision-Making as a Leader 25:06 Leading After a Crushing Defeat 26:10 Symbolism of the Hill and Letting Go 28:32 Applying Coaching Lessons to Business Leadership 28:52 Coaching Men's Professional Basketball 30:22 Rapid Organizational Transformation 30:35 What Chantal Does for Fun 31:22 Recommended Book: Breaking the Habit of Being Yourself 32:14 Final Thoughts and Next Steps Chantal's Story: Chantal Vallée is the author of Dare to Win: The Blueprint to Building and Leading High Performance and Championship Teams. She is the Windsor Lancers Women's Basketball Coach and transformed a last-place team into five-time national champions. She was also the first woman worldwide to coach and manage a men's professional team (Hamilton Honey Badgers), guiding them to the finals. Chantal Vallée lives in Windsor, ON. This Episode is brought to you by... Flexible Leadership is every leader's guide to greater success in a world of increasing complexity and chaos.  Book Recommendations Dare to Win: The Blueprint to Building and Leading High Performance and Championship Teams by Chantal Vallée and Dr. Gordon Bloom  Breaking The Habit of Being Yourself: How to Lose Your Mind and Create a New One by Dr. Joe Dispenza Like this? Winning! with Gary Brackett What Makes Teams Great with Sam Walker How Great Leaders Succeed Through Preparation with Matthew Mitchell Join Our Community If you want to view our live podcast episodes, hear about new releases, or chat with others who enjoy this podcast join one of our communities below. Join the Facebook Group Join the LinkedIn Group   Leave a Review If you liked this conversation, we'd be thrilled if you'd let others know by leaving a review on Apple Podcasts. Here's a quick guide for posting a review. Review on Apple: https://remarkablepodcast.com/itunes    Podcast Better! Sign up with Libsyn and get up to 2 months free! Use promo code: RLP    

This week's Summer Series is another twofer, Dawn Fitzpatrick from Soros and Steve Rattner from Willett Advisors, Michael Bloomberg's family office. We packaged these two leading single-family offices together to hear their different approaches to a similar investment challenge, with Soros leaning heavily on internal teams and Willett primarily on external. Please enjoy my conversations with Dawn Fitzpatrick and Steve Rattner, both from 2019. Original Air Dates: Dawn Fitzpatrick EP. 111 – November 3, 2019 Steve Rattner EP. 153 – November 17, 2019 Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership