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Best podcasts about advisors

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Latest podcast episodes about advisors

The Accountability Minute:Business Acceleration|Productivity
Proven Strategy #4 for Overcoming Difficult Issues at Work

The Accountability Minute:Business Acceleration|Productivity

Play Episode Listen Later Oct 24, 2021 1:39


Today we are talking about strategy number 4 to help you overcome difficult issues, which is to Try a Positivity Sandwich. This technique has been utilized by teachers and coaches for decades; it is incredibly simple, and requires little to no practice or preparation to master. You start by identifying the issue, problem, or behavior that needs to be discussed or brought to someone's attention. Then, you build the sandwich by determining something positive to say before the difficult thing and then something else positive to say immediately following the difficult part of the conversation. If, for example, you need to reprimand an employee for their habit of late arrival, you may choose to start the conversation by affirming how valuable they are for keeping the office running smoothly. Then you can discuss the need for them to be punctual. Afterward, you could end the conversation by thanking them for being an important member of the team. Most people are eager to please and will respond positively to this process. You are still engaging in the difficult but necessary correction, and you are doing it in a way that still calls out greatness in that person and affirms their value to your firm. Tune in tomorrow for strategy number 5 to help you overcome difficult issues at the office or even at home. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

The Accountability Minute:Business Acceleration|Productivity
Proven Strategy #3 for Overcoming Difficult Issues at Work

The Accountability Minute:Business Acceleration|Productivity

Play Episode Listen Later Oct 23, 2021 1:37


Today we are talking about strategy number 3 to help you overcome difficult issues, which is to Bite the Bullet. While it can be tempting to sweep conflict under the rug – especially if you personally dislike conflict – it is important that as the leader of your company you set an example for those looking up to you. Instead of pretending like issues are not there, just confront them. The longer you allow things to lurk under the surface, the larger the feelings of resentment and frustration will become. Clients and employees that feel slighted or not taken care of can quickly turn into disgruntled people loudly voicing their displeasure to others. This can create a heavy fog of bitterness and backbiting that reduces productivity and inhibits work/life harmony. The best way to stop this in its tracks is to confront issues head on as soon as you become aware of them. Don't let them grow into something large and uncomfortable. Have a hard conversation, if needed, and get to the bottom of things as soon as possible. Tune in tomorrow for strategy number 4 to help you overcome difficult issues at the office or even at home. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

The Accountability Minute:Business Acceleration|Productivity
Proven Strategy #2 for Overcoming Difficult Issues at Work

The Accountability Minute:Business Acceleration|Productivity

Play Episode Listen Later Oct 22, 2021 1:03


Today we are talking about strategy number 2 to help you overcome difficult issues, which is to Grow in Gratitude. If you can cultivate an office culture of thankfulness, you may be surprised at how much the attitudes of everyone in your workspace elevate. Recognizing your employees successes and telling them often that you appreciate their hard work will help them feel valued, and will often build a spirit of excitement and congeniality, which acts like a hedge of protection against the small, everyday inconveniences and irritations that can crop up. Tune in tomorrow for strategy number 3 to help you overcome difficult issues at the office or even at home. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

Retire With Purpose: The Retirement Podcast
245: For Happiness In Retirement, Forget About Your Kids And The Fancy Car, Advisors Say

Retire With Purpose: The Retirement Podcast

Play Episode Listen Later Oct 22, 2021 19:12


This week's retirement reading is from FA Mag titled, For Happiness In Retirement, Forget About Your Kids And The Fancy Car, Advisors Say . Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/245.  Show Notes: RetireWithPurpose.com/245 Rate & Review the Podcast: RetireWithPurpose.com/review Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting financial advice and retirement information can be daunting - but it doesn't have to be! Each week, Casey makes it super easy. He hand-picks 4 of the most important articles you need to read, that are beneficial to you whether you're at, near, or in retirement! If you want them sent straight to your inbox, sign up by visiting RetireWithPurpose.com/weekend-reading

The Accountability Minute:Business Acceleration|Productivity
Proven Strategy #1 for Overcoming Difficult Issues at Work

The Accountability Minute:Business Acceleration|Productivity

Play Episode Listen Later Oct 21, 2021 1:23


Today we are talking about strategy number 1 to help you overcome difficult issues, which is to Practice Patience. A good rule of thumb when faced with a difficult situation like a disgruntled employee or a grumpy client is to take a deep breath and just listen. Many times, if you can help the person you are interacting with feel heard, the situation will de-escalate on its own. We all long to be understood and valued, so when you patiently give those around you ample space to air their grievances and vent their frustrations (even if they are unfounded or if you disagree with them) you are feeding the side of them that longs to be seen and appreciated. Once they are done talking, take a brief moment to gather your own thoughts; then, calmly restate what they said to you and work with them to achieve a solution that works for everyone involved. Tune in tomorrow for strategy number 2 to help you overcome difficult issues at the office or even at home. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

Wealth Management Today
Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne

Wealth Management Today

Play Episode Listen Later Oct 21, 2021


The post Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne appeared first on and was written by Elana Iskowitz. “Advisors don't like the fee structure of annuities, that's one of the things they always say to us. They know they have to insure against sequence of return risk. They love the idea of guaranteed income, but at some point they don't want their clients paying the benefit-based fee, which is always increasing. And they […] The post Ep. 115: Advisors Hate Annuity Fees with David Stone, RetireOne appeared first on and was written by Elana Iskowitz.

Innovations and Breakthroughs
The Value of Connecting with Entrepreneurs Through Networking with Mike Calhoun

Innovations and Breakthroughs

Play Episode Listen Later Oct 21, 2021 32:10


Mike Calhoun is the Founder & CEO of Board of Advisors, a community for founders, entrepreneurs, CEOs, investors, marketers, e-commerce moguls, business developers, and high-level decision makers. True to Mike's mission, Board of Advisors is made up of people who are dedicated to helping each other elevate their success. Mike is an advisor, owner, and investor in multiple companies. He has worked with numerous products, platforms, and services from the US to Australia, creating successful, revenue-generating, real-world brands and businesses. Mike has a gift for creating opportunities to connect people and cultivating synergistic relationships. In this episode… Business networks are very valuable to entrepreneurs, yet many toss them aside. Networks can help you connect, develop great relationships, and act as sources of advice for managing growing businesses. By promoting high-level, meaningful conversations among entrepreneurs, these communities can level up your business. However, most business networks and masterminds only meet a few times during the year, limiting how often members meet and network. In a bid to create a better community, Mike Calhoun set out to create Board of Advisors, a group of competent, expert thought leaders that offer real value to each other.  In this episode of the Innovations and Breakthroughs Podcast, Rich Goldstein interviews Mike Calhoun, the Founder and CEO of Board of Advisors, about the value of connecting with fellow entrepreneurs through business networks. Mike explains how he dove into entrepreneurship as a kid, the lessons he learned from the different businesses and jobs he had, and his reasons for starting his Board of Advisors business network. Stay tuned.

Lindzanity with Howard Lindzon
Charlie Bilello of Compound Capital Advisors on Zero Rates, Stealth Bears, and Delta Waves (EP.172)

Lindzanity with Howard Lindzon

Play Episode Listen Later Oct 21, 2021 67:24


Charlie Bilello is a veteran of the show and is back to talk markets, markets, markets. I like to catch up on the markets once a quarter – I could talk about the markets every day, but we've got a lot of stuff going on. And we love having Charlie on because he's always prepared. We discuss zero percent rates and why the Fed is buying mortgages, the stealth bear market, and the delta wave impact on micro trends. So, come fly the friendly skies with me… Investing is easy! Guest - Charlie Bilello, Founder and CEO at Compound Capital Advisors  howardlindzon.com, compoundadvisors.com, compoundadvisors.com/newsletter  Twitter: @howardlindzon, @charliebilello, @knutjensen, @jetstarcapital  #fintech #invest #investment #venturecapital #stockmarket #finance 

Next Level Loan Officers
A Mission of Relevancy and Opportunity w/Jason Frazier

Next Level Loan Officers

Play Episode Listen Later Oct 21, 2021 27:53


On this episode, Frazier joins Sean Zalmanoff to talk about being on a mission of relevancy for the mortgage industry. Frazier and Sean also discuss AIME's recent event, marketing strategies, being a tech-enhanced loan officer,  and the massive opportunities that loan officers have in front of them. 1:15 Intro to Frazier2:30 The mission of relevancy5:15 AIME and Fuse recap12:00 Power 9013:40 Marketing strategies21:00 Using tech wisely25:00 This is your timeQuotes:“We want this business to endure and not be taken over by the headset jockeys.”“Advisors in this industry understand that one size fits all does not exist in our industry.”“AIME is about leveling up the entire mortgage broker community.”“The opportunity lies with LOs who can bridge the gap efficiently between the offline and online COVID world.”“The more that you're omnipresent, the better opportunity you have at conversion.”“This next decade is going to be won by the experts.”“Now is the best time ever to be in the mortgage industry because there is so much opportunity.”Key Takeaways:Technology needs to be a tool to enhance the modern LO, not replace them. The LOs need to have a focus on being relevant to the modern consumer or risk being forgotten. Mortgage events that don't include everyday professionals will eventually fade into obscurity.2020 was a unicorn event and you cannot base your business strategy on how you did business. The consumer journey is not linear and you have to adjust your messaging to be where they are. Awareness is always your first marketing step. Links:Next Level Loan Officers - www.BecomeNL.comLoan Officer Events - loanofficerevents.comNext Level Coaching Call - https://nl.nextlevello.com/schedule-consultationebk1Ea8h Social Media:Facebook - https://www.facebook.com/NextLevelLoanOfficers/YouTube - https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQLinkedIn - https://www.linkedin.com/company/next-level-loan-officers/about/Text the word: nextlevel to 36260 to download our app

The tastytrade network
Bootstrapping In America - October 20, 2021 - June Felix of IG

The tastytrade network

Play Episode Listen Later Oct 20, 2021 35:15


June Felix has over 25 years of experience in the finance and digital sectors and currently serves as CEO of IG Group, a world-leading online investment and trading provider of OTC derivatives, stocks, and options, and an established member of the FTSE 250. June sits on the Board of Advisors for The London Technology Club: a new exclusive club for investors and tech professionals. She is also a member of the Board Disclosure Committee at IG.  Prior to working at IG, June was President of Verifone Europe where she was responsible for over 2,000 employees in business development, sales, customer service, marketing, finance, and HR. Learn more.

The tastytrade network
Bootstrapping In America - October 20, 2021 - June Felix of IG

The tastytrade network

Play Episode Listen Later Oct 20, 2021 36:06


June Felix has over 25 years of experience in the finance and digital sectors and currently serves as CEO of IG Group, a world-leading online investment and trading provider of OTC derivatives, stocks, and options, and an established member of the FTSE 250. June sits on the Board of Advisors for The London Technology Club: a new exclusive club for investors and tech professionals. She is also a member of the Board Disclosure Committee at IG.  Prior to working at IG, June was President of Verifone Europe where she was responsible for over 2,000 employees in business development, sales, customer service, marketing, finance, and HR. Learn more.

Exit Readiness
Why Manager Training Is More Important Than Ever Ft. Marc Engel

Exit Readiness

Play Episode Listen Later Oct 20, 2021 36:24


Want to learn more? Go to: ennislp.com============================================“We want you to help you build a business that is sellable and exitsuccessfully on your own terms and conditions.” - Pat Ennis============================================

The Accountability Minute:Business Acceleration|Productivity
5 Proven Strategies to Overcome Difficult Issues at Work

The Accountability Minute:Business Acceleration|Productivity

Play Episode Listen Later Oct 20, 2021 1:27


Whether navigating tricky conversations or counseling employees through conflict, there are always going to be difficult workplace issues that crop up. How you handle these obstacles will go a long way toward determining the atmosphere of your office. Will the office be a space where you and your team can speak and work freely, or will it be a place that stifles creativity and operates out of fear discipline? All workplaces are comprised of imperfect individuals that have good intentions but will still inevitably fail, struggle, or cause conflict. Mistakes happen, errors will be made, and feelings might get hurt. Having a plan in place for how you will respond to these things and mitigate the fallout will set you on a path to a peaceful and successful work environment. When difficult times arise (at the office or at home), consider trying out one or more of the five proven strategies that we will be exploring over the next five days. So, tune in tomorrow for strategy number 1. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

The Accountability Minute:Business Acceleration|Productivity
How to Make Money by Focusing on Your High Payoff Activities

The Accountability Minute:Business Acceleration|Productivity

Play Episode Listen Later Oct 19, 2021 2:45


How to Make Money by Focusing on Your High Payoff Activities How much time do you think you waste each day? Do you get sucked into doing emails, surfing the internet, watching cool YouTube videos, or reading jokes someone sent you, getting interrupted by staff, clients, or friends, associates, etc.? Think about this for a minute – how much time do you think you waste each day? Remember it all adds up. Five minutes here, 10 minutes, there 30 minutes on something fun yet not productive. When I asked people how much time do they think they waste in a day, many of them said approx. 2 hours per day. So, we will use this as our example. You can easily do the math for yourself depending on the number you came up with for how much time you think you waste each day. Here's an example of those who said they ‘waste' 2 hours per day. 2 hours per day = 10 hours per week = 1 week per month = 12 weeks per year Divide by 4 and you get a whopping 3 months per year that is spent in non-productive activities. Now, let's not dwell on the non-productive time that we waste. Let's see what that time is worth to us in revenue per year if we utilize that 2 hours per day on high pay-off activities. What do you make per month on an average? $5,000, $7,000, $10,000, $15,000 or more Multiply that number by 3 (number of months wasted if you said 2 hours per day) and that is how much more money you could make a year if you just focused your time more on high pay-off activities. So, if you said you make $5,000 per month and multiply that by 3, that will equal $15,000 more per year you would earn. $7,000 per month x 3 = $21,000 $10,000 per month x 3 = $30,000 $15,000 per month x 3 = $45,000 Even if you start by being more effective and not letting time wasters and distractions get in your way for 30 minutes per day, you will make even more money and have the option to take more time to do what you want to do. How can you apply this concept in your business and life, so you can achieve all of your goals in the time frame you desire, or on an accelerated rate? If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

Your Life, Simplified
Legacy Planning: Discussing Wealth Transfer with the Next Generation

Your Life, Simplified

Play Episode Listen Later Oct 19, 2021 26:10


When it comes to multi-generational wealth planning and how prepared children and grandchildren are to receive an inheritance, there are a few key concepts to keep in mind. We invite Chad Hamilton of our practice management team to discuss setting up a goals-based, comprehensive foundation of education. Included in this groundwork discussion are building blocks of debt, cash flow management, investment 101 and insurance.

THRIVE For[e]ward
Ep 64: Shattering Sustainable Investing Myths with Emily Lee

THRIVE For[e]ward

Play Episode Listen Later Oct 19, 2021 43:24


We are continuing our series on sustainable investing. We have so far talked about proxy voting and impact bonds. And today we're going to talk a little bit about investing for the future. What does that mean? Well, that means we're welcoming one of my dear partners, Emily Lee from Impax Asset Managers. She is the Vice President of Business Development and a key partner that I utilize in my investment management when it comes to sustainability for my clients. Impax has been around for 50 years, so they're not new to this game, and neither is Emily. We're going to talk focusing on where we are right now and the growing popularity of sustainable investing, what impact women and future generations have on sustainable investing, and then what you, as the end investor, can really make an impact on. So I hope that you'll tune into today's episode and share this free educational resource, as well. Sharing doesn't cost you anything but it us to spread even more education and awareness.  Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services. 

Making It Big In 30 Minutes
Sara Morgan ‘05, MA ‘10 on Making It as a Woman in Tech

Making It Big In 30 Minutes

Play Episode Listen Later Oct 19, 2021 34:14


Not only is Sara a “Double Lion,” but she also serves as a member of Emerson's Board of Advisors. She and Terri chat about her seemingly winding but very intentional career path from radio to PR to Tech and how being a mentor for and volunteering with young Women of Color who are following in her footsteps has connected her back to Emerson in a profoundly meaningful way. Recorded on August 3, 2021

The Accountability Minute:Business Acceleration|Productivity
3 Ways You Will Benefit from Taking Action Sooner

The Accountability Minute:Business Acceleration|Productivity

Play Episode Listen Later Oct 18, 2021 1:45


Let's explore three ways in which your career will benefit by you taking action. 1. You will be seen as a go-to, take charge person. Your actions will activate a flow of information from colleagues. 2. When you take an action, you're eliminating procrastination and moving past techniques that don't work or won't help you complete a project. 3. Taking action will create habits that will help you feel, and be, more productive. The most difficult part of taking action is the first step. The more you take a first step in an action, the easier it will be the next time you have a new action to take. Ask yourself if what you've been doing and how you've been acting has been beneficial or detrimental to your career. Has your inactivity been holding you back from larger, more meaningful projects or more opportunities? If you're self-employed, is your bottom-line suffering because you're not completing client projects or taking action on getting new clients? Aren't you ready for a new way of doing things? What action can you take right now to move you forward to your next level of success? If I can help you in any way, let me know. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

Pulse of the Practice
POTP Episode 112 – Conversation with Rick Sager

Pulse of the Practice

Play Episode Listen Later Oct 18, 2021 22:53


This week Will and Paul are joined by Rick Sager, owner of Sager CPA and Advisors, who shares his firm story. Listen in to hear how a full transition to focusing on advisory relationships with his clients completely turned around his firm, and is providing impact to not only him and his employees – but his clients as well.

The Perfect RIA
How Do I Get Referrals From CPAs? [Episode 128]

The Perfect RIA

Play Episode Listen Later Oct 18, 2021 27:00


Most advisors are unable to get something that even resembles a referral from other CPAs. But why is that a challenge for so many advisors—and is there a change that can be made to your marketing efforts to potentially receive more referrals? Here to help break down this topic from the perspective of a CPA is Matthew's brother, Steven Jarvis, co-founder, CEO, and head CPA for Retirement Tax Services. You can find show notes and more information by clicking here: https://bit.ly/3AzpWaU 

The Accountability Minute:Business Acceleration|Productivity

Today we are talking about benefit number 6 of the 6 benefits of taking action, which is that you'll be happier and more productive. Don't you feel better when you complete a project? Aren't you happier when you cross items off your list and meet or exceed deadlines? You can't do that, and you damage your productivity if you aren't taking action. You don't have to complete every project today, but taking action and taking small steps will help you toward its conclusion and that's a great feeling. Do you feel better when you've taken action? Do you currently find yourself spinning your wheels? Are you yearning to change and take charge of your actions? Over the past 6 days, we have explored 6 benefits of taking action. Taking action products results and moves you in the direction of more quickly achieving your goals. So, what are you waiting for, take action on those activities that get you to your ideal business and ideal life. If I can help you in any way, let me know. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

The Thoughtful Entrepreneur
937 - Investment Banking Services for Digital Consumer Products with Global Wired Advisors' Chris Shipferling

The Thoughtful Entrepreneur

Play Episode Listen Later Oct 16, 2021 25:25


937 - Investment Banking Services for Digital Consumer Products with Global Wired Advisors' Chris Shipferling

The Accountability Minute:Business Acceleration|Productivity

Today we are talking about another benefit of taking action, which is to stop information gathering and just do. You can get so bogged down in research on a task that you're facing that you don't take action. Consider this, though. If you're not taking action, how do you know whether the research you're gathering will even help? Without taking action, your research is based on a theoretical conclusion that action A will prompt outcome B… but how will you know unless you move toward outcome B? I call this the getting ready to get ready syndrome. Tune in tomorrow for benefit #6 of you taking action. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

The Accountability Minute:Business Acceleration|Productivity

Today we are talking about another benefit of taking action, which is when you take an action, you will be motivated to take more actions. Action feeds action and momentum follows. If you started writing a book today, you would have a complete book in the future. If you don't start writing the book today but dream of writing a book, you are demotivating yourself because you're not taking an action to realize a dream. If you keep thinking about picking up the phone to make prospecting calls to generate more revenue, you aren't actually doing anything but revenue generation avoidance activities. Thinking about it isn't moving you forward at all and can be holding you back from reaching your next level of success. Tune in tomorrow for benefit #5 of you taking action. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

The Accountability Minute:Business Acceleration|Productivity

Today we are talking about another benefit of taking action, which is when you don't take an action, you become frozen in place. What if I do XYZ and it's wrong? What if I do ABC and it doesn't work out like I imagined? And on and on. Many people are afraid to move forward, but not moving forward is honestly scarier. It's easy to not take an action because then you don't have to face the consequences of your action. BUT when you don't take action on a task that you have no choice but to complete, you are procrastinating and adding more pressure to the task at hand. And when you think about it, what is the worst thing that can happen when you take your action step? Most of the time, it isn't anything bad or negative. Now, what is the best thing that can happen when you take action? Let's focus on that! Tune in tomorrow for benefit #4 of you taking action. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

Peak Performance Selling
Authenticity in Sales with Brent Keltner

Peak Performance Selling

Play Episode Listen Later Oct 13, 2021 46:53


HIGHLIGHTS02:35 Leading go-to-market teams by creating an authentic buyer journey05:55 Authenticity is a transparent conversation about co-development 09:53 The trusted advisor model in sales has a reciprocal relationship16:48 Advisors who project manage for clients are valued22:45 Go-to-market teams need commitment to practice to get better27:04 Leaders need to commit part of their time to coaching30:26 Brent's routine: Prayer, meditation, and exercise33:00 Reflect on bad experiences and refine to reveal opportunities for growth38:04 Writing a book and using stories to impart lessons42:25 Being hypercompetitive, Brent cannot stand to lose43:29 Success is knowing that you did the right thing44:49 Connect with Brent ------------------------------QUOTES09:54 "People talk a lot about the trusted advisor model in selling now where it's not about me selling you or closing you, but it's about introducing an opportunity for partnering."18:26 "Totally huge. Part of the trusted advisor model is we have expertise which we can bring to our advisors on the right next step of the conversation. They're not saying yes to a signed contract. They're saying yes, I will take that step to see if there is fit on both sides."23:58 "We have teams that use call reviews or teams that look at emails, activate our dealer solutions. They review emails. How well did you capture the buyer, payoff statement, our aligned capabilities, our success stories, and what we're going to do about it next."24:50 "That commitment to practice makes the difference between good and excellent. And so I just like to compare notes with people on how do you commit your team to practice?"27:10 "Think about an hour a week, just 3% of your working week that is dedicated to skills practice either in an individual coaching call or a team coaching call. And we alternate those. It's an hour a week, right? 3% of your time to get better at what you do."You can learn more and follow Brent on the following links below.LinkedIn - https://www.linkedin.com/in/bkeltnerWebsite (The Revenue Acceleration Playbook) - https://authenticitywins.com/Website (Winalytics) - https://winalytics.com/If you're listening to the Peak Performance Selling Podcast, please subscribe, share, and send us your feedback.LinkedIn - https://www.linkedin.com/in/jordanbenjamin/Website - http://mycoreos.com/Podcast - https://www.mycoreos.com/podcastEmail - Jordan@MyCoreOS.comTwitter - https://twitter.com/jbenj09

The Accountability Minute:Business Acceleration|Productivity

Today we are talking about another benefit of taking action, which is that action will create possibilities and open doors. When you take that first step toward completion and toward action, you're opening the doors to newer and more actions happening. Taking an action, moves you forward – toward the future. When you don't take action or when you “plan to take action” you don't know what can occur from having taken that first step. So, take that first step and see what opportunities and possibilities there are in store for you! Tune in tomorrow for benefit #3 of you taking action. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

Bird Means Business
92. Do you need a Board of Advisers?

Bird Means Business

Play Episode Listen Later Oct 13, 2021 17:32


“When we started our first business we didn't know what we were doing. We wanted support, so we structured a Board of Advisors. It's so great to be like, “Hey, this is what we have going on, give us your feedback on your ideas on how to build the brand.” Today I am answering the question, “Do I need a Board of Advisors?” If you're feeling overwhelmed by alllll of the things in entrepreneurship this episode is for you! I've heard too many stories of solopreneurs feeling alone and uncertain about having to make decisions without advice, support, or accountability. Having a sounding board of people with extra resources who have your best interest at heart can provide a tremendous advantage, and you may already have people in your network who would love to support you in a more structured way. If you're not super familiar with what Board of Advisors are or if you're unsure if this is something you need in your business, tune into this episode because I'll be covering great points like: Defining how a Board of Advisors can support your business Understanding the difference between a Board of Advisors and a Board of Directors Knowing what to have in your contract and how you should communicate Strategizing to find the right people for your Board I hope this will help you think about where you are and what you need to reach your goals! Click here to read the transcript of this episode! Want to work together? Click here to get started For more great episodes, visit: www.birdwilliams.com/podcast

The Accountability Minute:Business Acceleration|Productivity

Today we are talking about one benefit of taking action, which is that taking action is less costly than planning to take action. So, let me explain. When you “plan” you're putting time and effort into doing something in the future. When you just take action, it gets done. It takes you a shorter amount of time and you expend less energy to just get it done than to plan to get it done. Sometimes the planning to take action is your excuse to procrastinate on just getting something done now. Don't be the kind of person who is continually getting ready to get ready. Be the person who takes action now and doesn't delay. Tune in tomorrow for benefit #2 of you taking action. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

Portfolio Intelligence
How advisors are using technology to help clients

Portfolio Intelligence

Play Episode Listen Later Oct 12, 2021 20:01


Smart use of technology and social media is critical for investment professionals to help clients and grow their business. Brendan Barca, a coach, speaker, and consultant at Brendan Barca Solutions, teaches advisors how to seamlessly enter the digital age through live workshops, webinars, and online courses. In this episode, investment professionals can learn how to work with clients remotely and effectively with tools such as Zoom, WebEx, Google, and LinkedIn.

THRIVE For[e]ward
Ep 63: Making Your Ownership Count

THRIVE For[e]ward

Play Episode Listen Later Oct 12, 2021 23:00


We are into our Sustainable Investment series and how to make an impact with your wealth. Today we are going to specifically talk about how you are an owner and how do you make an impact within your portfolio.What are some cool things as an owner, what does your vote really count for, how do you make income, and how do you know that you haven't delegated something that you aren't even aware of? What are those elements of checks and balances that you need to understand as an owner or an investor in this space.So if you're curious about this topic, continue to listen. And if you know someone that might also be interested in this topic, well share it, we would love to have increased listeners and access to the free educational tools that we offer.To contact and learn more about Emily: https://www.linkedin.com/in/emily-lee-1499017/Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

The Accountability Minute:Business Acceleration|Productivity

It shouldn't come as any surprise, but taking action is crucial to productivity and to getting things done. When you don't take action and allow things to happen to you, you're being pulled along by the tide. Items may get done, but when you don't take action and take charge it is not an ideal situation. The benefits of taking action means you will get more done, have more free time, feel better about yourself and your productivity, and have less stress and less of a feeling of being overwhelmed. Over the next 6 days, let's explore six benefits of taking action sooner rather than later. So, tune in tomorrow for benefit #1. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

To Be Blunt: The Podcast for Cannabis Marketers
071 What We Can Learn and Compare from the European Cannabis Market to the United States with Steven George of Kaya Advisors

To Be Blunt: The Podcast for Cannabis Marketers

Play Episode Listen Later Oct 11, 2021 57:41


“I truly believe that in the end, by giving people access to this plant, we have the ability to help a tremendous amount of people. End of story. Simple as that.” -  Steven GeorgeWelcome back to the To Be Blunt podcast! In this episode, Shayda Torabi welcomes Steven George, advisor and founder of Kaya Advisors, to talk about the dichotomy between the aspects of the cannabis industry in Europe and America and the limitations attached to the legalities. He also shares his thoughts on how the current licensing processes painstakingly hinders effective global commercialization. [00:01 – 07:47] Steven George's Vision for Global Cannabis Accessibility[07:48– 14:27] Aspects of the Cannabis Industry: Europe vs. America[14:28 – 21:29] The Limitations of Cannabis Production and Consumption[21:30 – 31:09] Licensing Procedures and the Legalization Process[31:10 – 50:37] Global & Interstate Commerce and the Prevailing Competition: Let the Small Players in the Game[50:38 – 54:54] Legal Grounds and Confusion in the Market[54:55 – 57:42] Food for Thought: How can you take part in the industry? Steven has been involved with the cannabis industry for the past 10+ years! He got started with medical cannabis cultivation back in 2010 in his home state of Michigan. In 2017 Steven moved to Portugal and soon after entered the medical cannabis industry in Europe working with Tilray as Country Manager of Portugal & Spain and most recently as European Alliance Manager. In July 2021 Steven left Tilray to launch his own firm, Kaya Advisors, which specializes in cannabis commercial strategy advice.  Connect with Steven Visit https://stevenarthurgeorge.ck.page/cannabeme. Shayda Torabi has been called one of the most influential Women in WordPress and now she's one of the women leading the cannabis reformation conversation building one of Texas' premier CBD brands. She's currently the CEO and Co-Founder of RESTART CBD, a female-run education first CBD wellness brand. And has formerly held marketing positions at WP Engine and WebDevStudios. Shayda is the host of a podcast for cannabis marketers called To Be Blunt, where she interviews top cannabis brands on their most successful marketing initiatives. When Shayda's not building her cannabiz in Texas, you can find her on the road exploring the best hikes and spots for vegan ice cream. Follow Shayda at @theshaydatorabiKey Quotes:“If there's a state or place that's limiting licenses, these [big operators] are the ones with the big wallets and the big pockets, and they tend to find a way, right? So I definitely don't like that side of it. I think there needs to be caution always.” -  Steven George“I think it's tough to understand what the rules are, you know, I think limiting the licenses, especially to like small numbers, I think is just not fair at all… You have to let people compete, right? And that means you have to let the small compete as well.” -  Steven George “I know a large part of that community is much more involved in what they want to consume, and why they're consuming it, and who's growing it and how it makes them feel. And so I'm optimistic about the ability for these small players to survive.” -  Steven George  SPONSORSHIP is brought to you by Restart CBD. Check them out for your CBD needsLEAVE A REVIEW + help someone who wants to join me for episodes featuring some serious cannabis industry by sharing this episode or click here to listen to past episodesRESTART CBD RESTART CBD is an education first CBD wellness brand shipping nationwide. restartcbd.com

The Accountability Minute:Business Acceleration|Productivity
The Pros vs Cons Exercise – Free Resource

The Accountability Minute:Business Acceleration|Productivity

Play Episode Listen Later Oct 10, 2021 1:37


Have you ever had a time when you needed to make a decision but weren't exactly sure what to do? Well, when this occurs and you aren't sure about what decision you should make, you might want to consider the old fashion Pros and Cons list. Using this exercise will help when you are trying to decide whether to do something that can have an impact on your life, personally and professionally. Your ‘gut' may still have a say in what you choose to do in the end. Many of the choices you make are irreversible. Once you have made them, there is no turning back. The direction of your life could change from that moment on without you even realizing this fact. It usually takes a jolt for you to wake up to the power of choice. After you complete the exercise, consider what different choices you will make from this day forward that can have a positive impact on your business and life. Do you have a project, decision, or issue to resolve? To download my complimentary Pros versus Cons Exercise, go to https://www.accountabilitycoach.com/pros-vs-cons-exercise/. http://bit.ly/2vE2BK4 If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

Side Hustle City
S2 - Ep 41 - Robert Towle, author of “Don't Be Dumb” joins us to discuss limiting beliefs and how to stop self-sabotage

Side Hustle City

Play Episode Listen Later Oct 10, 2021 49:34


Meet Robert Towle. As an entrepreneur & author of an upcoming book “Don't Be Dumb”, he debunks little-known limiting beliefs today's entrepreneurs face on their journey to success.Robert Towle is the CEO and Founder of 636 Advisors and the author of a new book Don't Be Dumb.Robert grew up living around the world. Although the majority of his career has been in Finance and Consulting, he has been consulting since 2013. His work has taken him to Singapore, India, Colombia, Brazil, Hong Kong, Macau, Sri Lanka, Italy, France, the UK, and Poland, as well as to 48 of the 50 United States.He has over 20 years of experience and has managed multiple shared services transformation projects and has held multiple roles managing shared services operations in the U.S., U.K. and in multiple locations in India. Prior to consulting, he was most recently the Vice President of Finance for Pinkerton Consulting.After his surgery to remove a brain tumor in 2018, he discovered his passion of helping young entrepreneurs through sharing his work experiences. Recently, he has turned these adventures and observations into Don't Be Dumb, a unique “playbook” for entrepreneurs striving to build something meaningful.A Leadership Playbook To Help You Be Smarter, Overcome Obstacles, And Rise Rapidly In Challenging Times.The collection of unique life stories is aimed to be used as a playbook for both the entrepreneur and other professionals. The stories and lessons serve both as a warning and lesson to be applied in driving business to the next level.Through Robert's distinctive leadership and experience, Don't Be Dumb offers practical insights to identify and overcome challenging obstacles, recover and rise quickly from mistakes, and live with integrity and trust in your own decisions, no matter what the consequences.Release date: October 2021Support the show (https://paypal.me/sidehustlecity)

The Chris Voss Show
The Chris Voss Show Podcast – The Corporate Match Maker by Martin Rowinsk, CEO at boardsi

The Chris Voss Show

Play Episode Listen Later Oct 9, 2021 26:05


The Corporate Match Maker by Martin Rowinsk, CEO at boardsi Corporatematchmakerbook.com CREATING A ROBUST BOARD ROOM Every CEO needs a Board of Directors and a Board of Advisors to help them think clearly about important business decisions, but many challenges surface when we start thinking about how to assemble the perfect team. When challenges arise, people call in the Corporate Matchmaker, Martin Rowinski. Martin is the co-founder and CEO of Boardsi. He knows how to connect the right people to the advisory positions that drive epic business. His expertise is what businesses need! The unique and proven strategies that Martin has cultivated in the Boardroom were formed throughout his life. He is a Polish immigrant who came to America without any command of the English language. As a child, he always found ways to not only catch up to the other children but move beyond to achieve his goals. Always learning…always growing. Along the way, he gained mastery in the commands of life that are required in a functioning and effective Boardroom. Today, he helps CEO's meet diverse and qualified people they need to cultivate a dynamic and innovative Board. This is a process that is defined by building up skills, relationships, and exploring how a Board can best be built for a company's specific needs, and in collaboration with its CEO. When all these elements come together, exciting and innovative business outcomes begin to surface. Everyone wins, regardless of their position in the company. This is the book that CEO's and current/future Board members need. It offers a captivating personal story paired with a dynamic vision geared toward driving better business results.

The Accountability Minute:Business Acceleration|Productivity
Idea #16 to Help You Get Even More Stuff Done

The Accountability Minute:Business Acceleration|Productivity

Play Episode Listen Later Oct 9, 2021 1:42


Today we are talking about another idea to help you get even more done, which is to improve your processes. Recognize which processes you perform on a regular basis and then write them down step by step. Study each step and work towards refining and re-processing the steps for greater efficiency. This is extremely important for each team member, virtual or physically in your office, to document everything they do, so if someone else had to do a task, they could get it done flawlessly, without question, and get the desired result. That is the goal of having processes. Having processes and systems for each job function increases the value of your firm and makes it much easier to sell, if you wanted to at some point in time. Over the past 16 days, we have explored 16 most valuable ideas and concepts to help you work smarter, not harder. Choose 1 or more of these concepts to immediately implement into your life in the next 30 to 90 days, so you can achieve even more of your goals in the timeframe you desire. Make a decision today that you are going to “work smarter, not harder” so you can ultimately enjoy having your ideal business and ideal life. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

Talking Real Money
Money Memory Aids

Talking Real Money

Play Episode Listen Later Oct 8, 2021 25:21


Who knew there were so many acronyms and mnemonics in the investing industry. Don shares 10 of the top memory aids from real advisors.Then we do a shortened Q&A Friday episode answering questions about:The ramifications of overfunding a 529 plan?Whether a child's income effects earned income tax credits?

The Accountability Minute:Business Acceleration|Productivity
Idea #15 to Help You Get Even More Stuff Done

The Accountability Minute:Business Acceleration|Productivity

Play Episode Listen Later Oct 8, 2021 1:28


Today we are talking about another idea to help you get even more done, which is to get in tune with your intuition. Many people believe that relying on their natural instincts or “gut reaction” always results in the best decision. Often, we just don't know enough to make a fully informed decision, so our gut reaction must take the role in the choices we make. No one is expected to make perfect decisions all of the time. Choices and deciding are not about being perfect. This is about making decisions that you don't regret in the future. Hindsight is 20/20 because we know the outcomes of earlier decisions. We know more than we were capable of seeing before. Perhaps we can learn from our past decisions and grow in our perspectives and understanding of other people. Perhaps we can make better decisions and choices going forward because we better know ourselves. If something feels right, do it. Go with your gut instinct, it's usually right. Tune in tomorrow for another way to get even more stuff done. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

The Accountability Minute:Business Acceleration|Productivity
Idea #14 to Help You Get Even More Stuff Done

The Accountability Minute:Business Acceleration|Productivity

Play Episode Listen Later Oct 7, 2021 1:32


Today we are talking about another idea to help you get even more done, which is about the power of punctuality and following the time blocks in your calendar. Make a commitment to always arrive at work, at appointments, and at business meetings on time, if not a few minutes beforehand. Consistently review your schedule, so you can prepare for meetings and appointments in advance. You want to have pre-meeting time blocked on your calendar, then the actual meeting, followed by post-meeting time to complete any and all action items that were discussed in the meeting before moving on to the next activity that is time blocked in your calendar. If your calendar could talk, it should tell exactly what do to every minute of the day to help you stay laser focused on all the activities that you know you need to do to achieve your goals. Your time is valuable, so be intentional with how you choose to spend your valuable time. Tune in tomorrow for another way to get even more stuff done. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

The Hacking HR Podcast
The Hacking HR Podcast - Episode 294

The Hacking HR Podcast

Play Episode Listen Later Oct 7, 2021 17:26


Interview with Braden Kelley – Braden is part of the Board of Advisors at Global Innovation Institute. He has worked for several years in the field of Innovation, Employee Experience and Digital Transformation.

The Quarantine Tapes
The Quarantine Tapes: 204 Tim Brown Part 2

The Quarantine Tapes

Play Episode Listen Later Oct 6, 2021 28:13


Tim Brown is chair of IDEO. He frequently speaks about the value of design thinking, creative leadership, and innovation to business leaders and designers around the world. He participates in the World Economic Forum in Davos, Switzerland, and his talks Serious Play and Change by Design appear on TED.com.An industrial designer by training, Tim has earned numerous design awards and has exhibited work at the Axis Gallery in Tokyo, the Design Museum in London, and the Museum of Modern Art in New York. He takes special interest in the convergence of technology and the arts, as well as the ways in which design can be used to promote the well-being of people living in emerging economies.Tim advises senior executives and boards of global Fortune 100 companies. He serves on the Board of Directors of Steelcase Inc. and is member of the board of trustees of IDEO.org. In addition, he is a member of the Board of Advisors for the World Economic Forum Center for the Fourth Industrial Revolution and writes for the Harvard Business Review, The Economist, and other prominent publications. His book on how design thinking transforms organizations, Change by Design, was released by Harper Business in September 2009, and revised and updated in 2019. Tim holds honorary doctorates from The Royal College of Art (London), Keio University (Tokyo), Claremont McKenna Graduate University (Los Angeles), and Art Center College of Art and Design (Los Angeles). Tim contributes as one of LinkedIn's original top 150 Influencers. He is also an instructor for the IDEO U Leading for Creativity course.

The Accountability Minute:Business Acceleration|Productivity
Idea #13 to Help You Get Even More Stuff Done

The Accountability Minute:Business Acceleration|Productivity

Play Episode Listen Later Oct 6, 2021 1:04


Today we are talking about another idea to help you get even more done, which is to make timely deadline decisions. When you have a decision to make, set yourself a deadline of one minute, for example. That gives you 59 seconds to mull it over, refine, and re-process it, and 1 second to announce the decision. If you feel you want input from someone who might have experience that can help you, reach out right away to get their knowledge and opinion that can help you quickly make a decision. Take action immediately to set that decision in motion. Tune in tomorrow for another way to get even more stuff done. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

The Quarantine Tapes
The Quarantine Tapes: 203 Tim Brown Part 1

The Quarantine Tapes

Play Episode Listen Later Oct 5, 2021 25:13


On episode 203 of The Quarantine Tapes, guest host Jacqueline Novogratz is joined by Tim Brown. Tim is the chair of design company IDEO. He speaks with Jacqueline on this two-part episode on the subjects of his changing experience of work in the past year and a half, the role of design during the pandemic, and much more.Tim offers Jacqueline his definition of design in their fascinating conversation on the role of design and what it means to shape our world to meet our needs. They discuss the failures of our big systems and how the pandemic has revealed the depth of our global interconnectedness before covering utopianism, beauty, and their expansive understanding of what it means to be a neighbor.Tim Brown is chair of IDEO. He frequently speaks about the value of design thinking, creative leadership, and innovation to business leaders and designers around the world. He participates in the World Economic Forum in Davos, Switzerland, and his talks Serious Play and Change by Design appear on TED.com.An industrial designer by training, Tim has earned numerous design awards and has exhibited work at the Axis Gallery in Tokyo, the Design Museum in London, and the Museum of Modern Art in New York. He takes special interest in the convergence of technology and the arts, as well as the ways in which design can be used to promote the well-being of people living in emerging economies.Tim advises senior executives and boards of global Fortune 100 companies. He serves on the Board of Directors of Steelcase Inc. and is member of the board of trustees of IDEO.org. In addition, he is a member of the Board of Advisors for the World Economic Forum Center for the Fourth Industrial Revolution and writes for the Harvard Business Review, The Economist, and other prominent publications. His book on how design thinking transforms organizations, Change by Design, was released by Harper Business in September 2009, and revised and updated in 2019. Tim holds honorary doctorates from The Royal College of Art (London), Keio University (Tokyo), Claremont McKenna Graduate University (Los Angeles), and Art Center College of Art and Design (Los Angeles). Tim contributes as one of LinkedIn's original top 150 Influencers. He is also an instructor for the IDEO U Leading for Creativity course.

The Accountability Minute:Business Acceleration|Productivity
Idea #12 to Help You Get Even More Stuff Done

The Accountability Minute:Business Acceleration|Productivity

Play Episode Listen Later Oct 5, 2021 1:25


Today we are talking about another idea to help you get even more done, which is to even out the playing field. When delegation is necessary, please delegate. Get your team on-board and inspire them to take over whenever and wherever their skills are required. Ditch the idea that it's all up to you. Many things we do can be done effectively by a team of people or by one other person on your team. You need to delegate, as much as possible, everything that can be done by someone else, so you are only doing what only you can do. The most successful people are excellent delegators and you can be also. Download a Free Delegation List Exercise to help you identify more activities to delegate, by going to https://www.accountabilitycoach.com/delegation-list-sample/. Tune in tomorrow for another way to get even more stuff done. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

CLS's The Weighing Machine
Benefits of Value Investing and the Future of Bonds with Jeremy Siegel

CLS's The Weighing Machine

Play Episode Listen Later Oct 5, 2021 24:11


In today's episode, we're sharing Rusty's recent live interview with Jeremy Siegel from Orion's Ascent conference. Jeremy Siegel is a professor of finance at the Wharton School of Business and a Senior Investment Strategy Advisor at WisdomTree Asset Management. Jeremy's opinion on the economy and the financial markets has long been trusted and sought after by Wall Street firms because of his decisive and evidence-based approach. His view on inflation is notable and provides valuable insight into the markets from someone who's been in the industry for a long time.  Jeremy talks with Rusty and Robyn about the benefits of value and global investing, the future of stocks and bonds, and insights regarding the future of the US market after an inflation run. "Volatility is a mark of equities and all speculative markets, so we're not going to be immune to it. But right now, when I look at relative valuations, they still argue in the direction of stocks over bonds." ~Jeremy Siegel Main Takeaways  The markets aren't all doom and gloom. When the inflationary run is over, we'll be enjoying inflation rates as low as four to seven percent—rates that are still lower than those we had in the 1970s. Value stocks are projected to outperform other asset classes over the next 12 months. When the market is experiencing moderate inflation, choose stocks over bonds. Bonds with stabilized yields do not necessarily mean they are good investments. As long as inflation goes up, bonds are just depreciating assets. If you do invest in bonds, corporate bonds will fare better than noncallable bonds and long-term treasuries. Advisors need to do two things: manage expectations and prepare investors for volatility. Investors get easily swayed by the doomsayers, but advisors must give them the long-term perspective, the history of the market, and help them stick with their plan. Crypto assets aren't serious competitors to the dollar in terms of being an efficient transaction scheme. However, they present promising tech to innovate fund transfer operations. Links Jeremy Siegel Wharton School of Business University of Pennsylvania WisdomTree Investments Orion Ascent Conference I Might Be Wrong by Radiohead Foo Fighters Stocks for the Long Run 5/E: The Definitive Guide to Financial Market Returns & Long-Term Investment Strategies by Jeremy Siegel Federal Reserve Sirius Radio Behind the Markets Podcast WisdomTree Podcasts Connect with our hosts Rusty Vanneman Robyn Murray Subscribe and stay in touch Apple Podcasts Spotify Google Podcasts

Energy Thinks with Tisha Schuller
Crazy Leadership Ideas with Maynard Holt

Energy Thinks with Tisha Schuller

Play Episode Listen Later Oct 5, 2021 35:13


Tisha Schuller welcomes Maynard Holt, CEO of Tudor, Pickering, Holt & Co. (TPH), to the Energy Thinks Podcast. Tisha and Maynard discuss:· TPH's pivot from an oil and gas focus to the entire world of energy;· How today's work around innovation is the new incarnation of an exploration department;· Blind spots leaders have;· Using ESG as an opportunity to transform a company; and,· Avoiding groupthink to lead into the energy future.Maynard Holt is the CEO of TPH, an investment and merchant bank in Houston, Texas that provides financial advice on the energy industry. Before his start at TPH in 2007, Maynard served as a managing director for Goldman Sachs. He is a board member of multiple organizations including OneGoal Graduation, The Houston Museum of Natural Science, and the University of Oklahoma Energy Management Board of Advisors and serves as a member of the George W. Bush Advisory Council. In addition to his daily duties at TPH, Maynard hosts the company's C.O.B. Tuesday podcast and interviews guests from energy company executives to government officials about sustainability and the energy transition. Check out TPH's interview of Tisha here! He received a B.A. in economics and Russian from Rice University and later received a master's degree in public policy analysis from Harvard University.Subscribe here for Tisha's weekly "Both Things Are True" email newsletter. Follow all things Adamantine Energy at www.energythinks.com. Thanks to Lindsey Gage, Adán Rubio, and Michael Tanner who make the Energy Thinks podcast possible. [Interview recorded on September 2, 2021]

The Accountability Minute:Business Acceleration|Productivity
Idea #11 to Help You Get Even More Stuff Done

The Accountability Minute:Business Acceleration|Productivity

Play Episode Listen Later Oct 4, 2021 1:07


Today we are talking about another idea to help you get even more done, which is to make promises and not excuses. Commit to your decisions and follow them through. When you set goals, share them with family, friends, team members, and even colleagues, so you are held accountable for your actions. Ask them to hold you accountable to exactly what you want to get done. Personal activities might be more for your family and friends to help you with, and for professional activities, ask your team to hold you accountable. It's harder to make excuses when others are aware of your promises and commitments. Tune in tomorrow for another way to get even more stuff done. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

The Accountability Minute:Business Acceleration|Productivity
Idea #10 to Help You Get Even More Stuff Done

The Accountability Minute:Business Acceleration|Productivity

Play Episode Listen Later Oct 3, 2021 1:10


Today we are talking about another idea to help you get even more done, which is Prioritize to Plan. When confronted with a large or complex project, we often believe it's a waste of time to plan in advance how to tackle the job. In fact, you can end up saving numerous hours of needless work by spending the time drawing up a project plan and then working through it step by step. All projects typically have many smaller steps that need to be done for the completion of the project. When you break them down and lay them out, it makes it so much easier to work through all the steps necessary to complete the project in the most time-efficient way possible. Tune in tomorrow for another way to get even more stuff done. If you get value from these Podcasts, please take a minute to leave me a short rating and review. I would really appreciate it and always love to hear from you. Take advantage of all the complimentary business tips and tools by joining the Free Silver Membership on https://www.accountabilitycoach.com/coaching-store/inner-circle-store/. Subscribe to my high-value business success tips and resources Blog (https://www.accountabilitycoach.com/blog/) Want more from The Accountability Coach™, subscribe to more high-value content by looking for me on https://www.accountabilitycoach.com/my-podcast/ and on most podcast platforms and in most English-speaking countries, or by going to https://itunes.apple.com/podcast/accountabilitycoach.com/id290547573. Subscribe to my YouTube channel with business success principles (https://www.youtube.com/annebachrach) Connect with me on Linked-In (https://www.linkedin.com/in/annebachrach) Connect with me on Pinterest (https://pinterest.com/resultsrule/) Connect with me on Instagram (https://www.instagram.com/annebachrach/) Connect with me on Facebook (https://www.facebook.com/TheAccountabilityCoach) Go to https://www.accountabilitycoach.com to check out for yourself how I, as your Accountability Coach™, can help you get and stay focused on you highest payoff activities that put you in the highest probability position to achieve your professional and personal goals, so you can enjoy the kind of business and life you truly want and deserve. As an experienced accountability coach and author of 5 books, I help business professionals make more money, work less, and enjoy even better work life balance. Check out my proven business accelerator resources by going to https://www.accountabilitycoach.com/coaching-store/. Aim for what you want each and every day! Anne Bachrach The Accountability Coach™ Business professionals and Advisors who utilize Anne Bachrach's proven business-success systems make more money, work less, and enjoy better work life balance. Author of Excuses Don't Count; Results Rule, Live Life with No Regrets, No Excuses, the Work Life Balance Emergency Kit and more. Get your audio copies today.

The Brian Kilmeade Show Free Podcast
It's On You, Joe: Military Advisors, Generals Lay Blame Squarely on Biden

The Brian Kilmeade Show Free Podcast

Play Episode Listen Later Sep 29, 2021 109:55


[00:00:00] Brian's Big 3 [00:18:17] Rich Lowry [00:36:36] Sen. Rick Scott (R-FL) [00:54:56] Sen. Ben Sasse (R-NE) [01:13:09] Charlie Kirk [01:28:47] Martha MacCallum [01:31:33] Martha MacCallum [01:44:59] Martha MacCallum