Podcasts about advisors

The most generous people give something money can't buy—their time, their presence, and their love.Generosity reaches far beyond finances. It shapes hearts, strengthens families, and builds communities of grace. Today, Sharon Epps joins us to talk about the long-term impact of generous living.Sharon Epps is the President of Kingdom Advisors, FaithFi's parent organization. Kingdom Advisors serves the broad Christian financial industry by educating and equipping professionals to integrate biblical wisdom and financial expertise.A Simple Question That Changes EverythingIf you've ever wondered what true generosity looks like, it's often simpler—and closer to home—than we think. Generosity isn't measured by dollar amounts or estate plans; it's written on the faces and in the actions of people who live with open hearts.In fact, if you ask someone a simple question like this, you will move their hearts more than you know:“Think about the most generous person you know. What do they look like? What's their countenance? Their posture?”Take a moment to picture them. Chances are, their face lights up your mind's eye. They're probably joyful, peaceful, genuine—and not necessarily wealthy. That's because generosity is about heart, not income. It's about presence, not possessions.When we make generosity personal, it changes us. We stop thinking in abstract ideas and start remembering real people who gave freely of themselves—and in doing so, reflected the heart of Christ.When this question is asked, the answers are often the same: a grandparent, an aunt, an uncle—someone who gave of themselves through love, laughter, and listening. These aren't people who built foundations or donated millions. They modeled generosity through steady love and consistency.That's what long-term generosity looks like. It starts at home and grows outward.Redefining Long-Term ImpactWhen we hear “long-term impact,” our minds often jump to wills, trusts, or endowments. Those are important tools, but they're not the whole story. True long-term impact happens when we invest our lives, not just our assets.Every day, we have the chance to sow generosity through acts of service, hospitality, and encouragement. These simple seeds—when planted faithfully—bear fruit that outlasts any financial gift because they grow in people's hearts.If you long to leave a legacy of generosity, start small.Serve one person this week. Ask God to show you where you can listen, encourage, or help.Be steady and intentional. Generosity grows through daily habits, not grand gestures.Practice generosity with time and words. The way you invest relationally today can change someone's tomorrow.Over time, those small acts of faithfulness will shape the kind of life others remember as generous.Generosity is most powerful when it's shared. Families that give together cultivate hearts that reflect God's heart. Take your children with you when you serve at a food pantry. Let them see generosity in action. Talk about giving not as an obligation but as a joyful response to God's grace.A Practical Tool for GivingOne practical way to make giving intentional is through a donor-advised fund—or what our friends at the National Christian Foundation call a Giving Fund. It's like a charitable checking account where you can deposit money now and prayerfully decide later how to distribute it.Opening one is quick and easy, and it's a great way to involve your children or grandchildren in deciding where to give. You can learn more or start one in under five minutes at FaithFi.com/NCF.Generosity Flows Toward PeopleIn the end, generosity isn't about how much we give—it's about who we're becoming. It's not just an act; it's a lifestyle. When our generosity flows toward people instead of possessions, we participate in God's ongoing story of redemption.That's the kind of impact that lasts far beyond our lifetime.On Today's Program, Rob Answers Listener Questions:I really want to honor God with my giving. I've been thinking about donating to St. Jude Children's Research Hospital and to my local church. Should I split my giving between the two, or focus everything on my church?I called about Qualified Charitable Distributions before, and your explanation helped—but I'm still not sure I understand them. At age 70, it seems like you lose out on any interest or growth from that money, and you can't take a tax deduction. So why would anyone do a QCD at that age? Would it ever make sense to take money from a Roth IRA instead? And are there income levels where a QCD just doesn't make sense?How can I strike the right balance between managing my money wisely and living with radical generosity?I have about $100,000 invested across the S&P 500, NASDAQ, and Dow, but I'm wondering if that's too risky. Would it be safer to put everything into the S&P 500, or is there a better approach? At 76, should I shift more into bonds—and if so, what kind would you recommend?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)National Christian Foundation (NCF)Redeeming Money: How God Reveals and Reorients Our Hearts by Paul David TrippWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions every workday at (800) 525-7000. Faith & Finance is also available on Moody Radio Network and American Family Radio. You can also visit FaithFi.com to connect with our online community and partner with us as we help more people live as faithful stewards of God's resources. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Unapologetic Insights into Financial Planning In this episode, we dive deep into the realities of the financial planning industry, sharing candid stories and professional insights from Travis' own journey and those of his colleagues. The conversation is direct and transparent, cutting through industry jargon to expose the differences between product-driven sales and holistic, client-centered advice. We discuss how genuine relationships and nuanced understanding can transform the way people achieve their unique definition of success, emphasizing that success is personal and varies from one individual to another. For some, it's about reaching a financial milestone; for others, it's about health and family. The art of a good planner is helping clients define what fulfillment means to them and guiding them through the challenges to reach those goals. The Value of Experience and Teamwork A recurring theme is the importance of experience and collaboration in financial planning. We highlight that when you engage with a financial advisor or wealth manager, you're not just paying for their current time - you're investing in the collective experience of the team. This experience allows us to anticipate likely outcomes and provide advice rooted in real-world scenarios, not just theory. There's a stark contrast between advisors who are new to the field and those who have weathered many market cycles, and it's crucial for clients to understand what they're paying for. Holistic, Fiduciary Approach vs. Product Sales The episode explores the shift from a narrow, product-focused approach to a holistic, fiduciary model. Early in an advisor's career, they often find themselves in a position to provide solutions without ongoing relationships, but as they find their way into fiduciary services, they must commit to understanding every aspect of a client's life. This means regular meetings, ongoing support, and a focus on comprehensive planning - including tax strategies, estate planning, and cash flow management. The difference is clear: it's not just about signing up for a product and moving on; it's about building a relationship and staying engaged throughout the year. Challenges in the Industry We also address the challenges consumers face, such as the prevalence of asset-gatherers - advisors whose primary job is to bring in investments for their firm, often with little fiduciary responsibility to the client. We encourage listeners to look beyond titles and compensation arrangements, asking tough questions to ensure their advisor is truly working in their best interest. The episode stresses the importance of hiring a financial planner who can provide advice without requiring investment management, and the emotional benefit of having someone who tells you what you need to hear, not just what you want to hear. Emotional Benefits and Empowerment Throughout the episode, we focus on empowering listeners to make informed decisions about their money and life. By sharing real-life examples and stories, we aim to help people realize what's within their control and how prevalent success can be when it's defined on their own terms. The emotional benefit is clear: with transparency, expertise, and a collaborative approach, clients can feel confident and supported as they navigate their financial journey. Conclusion This episode is a candid, educational, and empowering look at financial planning. It's about moving beyond salesmanship and asset-gathering to build genuine, collaborative relationships that help clients achieve their personal definition...

Key Chapters0:00 –From concept to execution of Raymond James' advisor-banker model3:45 – The IBex program: turning education into action8:20 – The Masterclass series and year-long learning model13:00 – Building confidence and credibility with business owners18:40 – How advisors are rebranding and hosting Business Owner Summits24:10 – Case study: transforming revenue through investment banking partnerships29:30 – Why every advisor should rethink their approach to business-owner clients35:40 – Final takeaways: growth, fulfillment, and opportunity for advisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Ken Grider: Ken.Grider@RaymondJames.com  Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

A few episodes ago, we covered Derek Tharp's research suggesting that not everyone should delay until 70 — especially those with shorter life expectancies or limited assets. This week's headline brings the opposite perspective: Michael Finke argues that for higher-income retirees who expect to live longer, claiming early is almost always a mistake — and that fear-based decisions about Social Security's solvency can cost retirees hundreds of thousands in lifetime income.  Plus, a listener asks about giving with warm hands vs cold hands - which is a euphemism for giving during life vs giving after death. How much can they give without fear of running out of money? Resource: Michael Finke article on ThinkAdvisor: Why Advisors Should Never Recommend Social Security Claiming at 62   Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Work with Benjamin: https://retirementstartstoday.com/start Follow Retirement Starts Today in:Apple Podcasts, Spotify, Overcast, Pocket Casts, Amazon Music, or iHeart Get the book!Retirement Starts Today: Your Non-financial Guide to an Even Better Retirement  

There are few episodes where I tell you to rewind and listen again to something that a guest has says. This is one of those episodes. From the importance of using the patient's name to offering appointment options without directly asking if they want to schedule, this conversation with Tim is a great example of why words matter in all aspects of the patient experience.   As a reminder, you can get all the information discussed in today's conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our monthly “planning life on purpose” newsletter that's filled with tips and ideas to help you plan your best life, on purpose. You can also set up a Triage conversation to learn a little bit more about how we serve in the capacity of a personal and professional CFO: helping OD practice owners around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions both in and out of their practice to ultimately help them live their best life on purpose. If you're interested in learning more about the 20/20 Money Financial Success Masterclass, a course & platform that we created to help ODs become “brilliant at the financial basics,” or are interested in learning more about how OD Masterminds creates space for real conversations, real accountability, and real growth, please check out the link in the show notes of this episode to learn more.   And with that introduction, I hope you enjoy my conversation with Tim Merrigan.   Resources: https://acquios.com/  20/20 Money Ultimate Financial Success Masterclass OD Mastermind Interest Form   ————————————————————————————— Please rate and subscribe to 20/20 Money on these platforms Apple Podcasts Spotify ————————————————————————————— For past episodes of 20/20 Money with full companion show notes, please check out our episode archive here!

saas.unbound is a podcast for and about founders who are working on scaling inspiring products that people love, brought to you by https://saas.group/, a serial acquirer of B2B SaaS companies. In episode #46 of season 5, Anna Nadeina talks with Alex, CEO and Founder of Competera, a pricing platform helping retailers increase their revenue. ----------- Episode's Chapters ----------- 00:00 - Meet Alex: From Medical Engineering to AI 02:33 - The Birth of Compra: Early Challenges and Innovations 07:47 - Navigating Enterprise Sales and AI Integration 10:13 - Overcoming API Roadblocks and Pivoting Strategies 15:18 - AI in Enterprise: Adoption and Challenges 30:02 - Discussing Pricing Strategies for Enterprise Customers 31:25 - Understanding Customer Acquisition Costs 32:51 - The Importance of Customer Feedback and Pricing Adjustments 37:26 - Challenges and Learnings in Enterprise Sales 39:40 - The Role of M&A Advisors and Strategic Partnerships 43:54 - Balancing Work and Life as a Founder Alex - https://www.linkedin.com/in/alexhalkin/ Competera - https://competera.ai/ Subscribe to our channel to be the first to see the interviews that we publish - https://www.youtube.com/@saas-group Stay up to date: Twitter: https://twitter.com/SaaS_group LinkedIn: https://www.linkedin.com/company/14790796

Watch the YouTube version of this episode HEREAre you looking to learn from other experienced law firm owners? In this episode of the Maximum Lawyer Podcast, host Tyson Muturx recaps the Max Law Con conference, a leading event for law firm owners and legal professionals. Tyson highlights standout presentations on AI, branding, automation, and resilience, and shares personal insights from networking sessions and workshops. Tyson provides an overview of a bunch of presentations by colleagues and friends that cover various topics related to law. These include Tyson's own presentation on taking action, Jim Hacking's presentation on how failures pave the road to success, a presentation on calling clients, steps on how to attract better clients and a live workshop on resilience and how to avoid burnouts for leaders. The conference was jam packed with insightful and incredible presentations and topics to help law firm owners succeed and be better leaders!Listen in to learn more!4:08 Conference Day One Opening & Emcee Introduction7:09 Jim's “Falling Up” Keynote8:04 Devin Slavonski: “Red Flags, Raves, and Referrals”8:55 Steve McClellan: “Scorecards of Success”8:55 Rachel McGarry: “Stop Being a Firefighter, Start Being an Engineer”9:56 Charlie Mann: “$500,000 Referral Playbook”9:56 Jason Selk: “Burnout Proof” Workshop11:58 Tiffany: “Built for the Storm”11:58 Kevin Cheney: “More Than Money”13:06 Adam Rawson: “High Impact Internship Program”13:06 Jeremy Danielson: “AI Board of Advisors”14:18 Gary Falkowitz: “Convert Better Than the Big Firms”17:07 Day Two Opening: Regina Edwards18:19 Jeff Hampton: “Double Your Law Firm's Revenue with YouTube”18:19 Danny Decker: “Spotlight Marketing and Branding”19:14 Brooks Derrick: “Do What the Robots Can't”19:14 Ruma Mazumdar: “Virtual Scale Blueprint”20:08 Ryan Weber: “Smart People, Dumb Excuses”20:08 Heather Olsen: “Turning Swag into Swagger”22:01 Alexis Austin: “Why Your Parents Are Responsible…”22:01 Matthew Kirby: “Latent Legal Market Opportunities with AI and Subscriptions”22:53 John Corman: “Master Energy, Forget Time”23:51 Chelsea Williams: “Think Like a CFO”25:00 Sonia Lakhani: “Monetizing Your Legal Knowledge Online” Tune in to today's episode and checkout the full show notes here. 

Today's Post - https://bahnsen.co/47Ly2Ab Understanding Index Funds and Their Evolution: A Comprehensive Analysis In this episode of the Friday Dividend Cafe, David Bahnsen, Chief Investment Officer of The Bahnsen Group, delves into the topic of index funds and their evolution over the years. He discusses the impact of index funds on the investment landscape, comparing their performance and risk profile to other investment approaches like dividend growth investing. David examines the significant growth in index fund ownership, changes in the composition of the S&P 500, and the implications of market capitalization-weighted indices. He also addresses common concerns, such as market liquidity, valuation risks, and the role of financial advisors in tailoring portfolios to individual needs. The discussion is aimed at providing a deeper understanding of the current dynamics in indexing and its relevance to both investors and financial advisors. 00:00 Introduction to Dividend Cafe 00:17 The Evolution of Indexing 00:59 Indexing vs. Dividend Growth Investing 03:39 Understanding Market Beta 07:27 The Role of Advisors and Fees 13:06 The Growth of S&P 500 Index Funds 22:35 Systemic Risks and Market Dynamics 31:13 Conclusion and Final Thoughts Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

It doesn't start with scandal. It often doesn't even start with feelings. It starts with a smile. A moment of connection. A conversation that feels easy—maybe easier than the ones you've been having at home. You walk away thinking, That was nothing. But somewhere deep down, you also know—it could become something. If that's where you find yourself today (or even if you've seen the warning signs in someone you love), please take a deep breath. You're not broken. You didn't marry the wrong person. You haven't done an irredeemable thing with no going back. You're human. And this conversation is meant to bring you hope, not shame. In my conversation with Gary Thomas today—pastor and bestselling author of Sacred Marriage—he shared that when a group of wives was asked "How many times do you think a married man has had extramarital feelings for someone?", they all responded with zero. When he asked the same question to a group of husbands, they all said somewhere from 4 to 6. What we are saying is that attraction and feelings for someone other than your spouse are not often talked about, but are pretty common- for both husbands and wives. And we believe that bringing this into the light will take some of the shame off of these feelings and also help people not to go down a road they think has no return. Gary Thomas on Attraction and Integrity Gary has been married for over 40 years, and he's seen a lot—as a pastor, counselor, and husband. He told me, “The reason we make a commitment is because we know there will always be another person who draws us for a moment. Commitment means we already know what to do with it—and what not to do with it.” We don't often talk about attraction outside of marriage unless it's already turned into an affair. But Gary's heart is to normalize awareness before it becomes destruction. In our talk, Gary referenced a romantic comedy movie where a married bus driver begins to become attracted to a girl on a bicycle. Finally, a friend of the bus driver gently confronts him and says: “There will always be a girl on the bicycle.” In other words, there will always be someone who catches your eye. The key isn't pretending that will never happen—it's learning how to respond when it does. Gary reminded me that having an attraction isn't the sin. Entertaining it is. The feelings themselves don't make you unfaithful—they make you human. But where you let those feelings go next? That's where faithfulness begins. The Subtle Steps Toward an Affair Gary shared that most affairs don't start with a dramatic choice—they start with small, quiet ones. Little compromises that feel “innocent.” He shared with a story of a woman who did end up having a physical affair. She recounted that it wasn't just one day to the next, but that there were actually several steps that happened before they were physically intimate. She shares that she could have turned back at any of these step, had she known before. She also shares the grief after it was all done at waking up to "just a dude in her bed"– not the escape or rescue or romance the temptation had promised. Here are the steps she shared and the pattern Gary's seen over and over again: You share marriage frustrations with someone of the opposite sex. You sense a spark—and feel seen or understood. You start caring how you look around them. You think about them when they're not around. That's the prelude. It doesn't feel dangerous yet, but it's where hearts begin to shift. Gary said, “If you can recognize it early, you can stop it before it ever grows.” From there, people will often begin to have an emotional affair:      5. You fantasize about being together.      6. Manipulating circumstances to spend more time together.      7. You start playful banter or flirtation.      8. Friends notice—and ask what's going on. This is a wake-up call. Gary said, “If people around you see it, something's already happening.” They're seeing what your heart is trying not to admit. Then, comes the actual physical affair:     9. Meeting together in secrecy.     10. Texting or calling in ways you hide from your spouse.     11. Physical intimacy. This is the final step—but it's never the first. We don't share this to shame. Maybe you've already partaken in some of these steps. We share because it is not too late to turn back. Gary said, “If you know the steps, you can stop at any one of them." When You Have Extramarital Feelings, Here's What to Do If you do end up experiencing feelings or attraction for someone other than your spouse—don't panic. Don't spiral into guilt. Instead, bring it into the light. Tell a trusted, godly friend of your same sex. Talk to your spouse if it's wise to do so. And most importantly—talk to Jesus. Ask Him to help you see the truth: that this isn't love, it's a lure. Temptation often feels like relief at first—but always ends in ruin. Then, put up strong, unapologetic guardrails: Stop all unnecessary contact with that person. Don't text, call, or “just check in.” If you work together, keep everything professional and public. And don't justify emotional intimacy as “just friendship.” And when your spouse asks you to stop interacting with that person, don't respond with pride. See that they are feeling threatened and care for them deeply in that. As Gary said, “You can't make your wife (or husband) feel cherished if you're protecting a relationship that threatens them.” What Makes Us Vulnerable to Affairs Gary also reminded me that temptation doesn't appear out of nowhere—it finds cracks that already exist. Stress. Loneliness. Unmet needs. Disappointment. He said, “There was a time early in my marriage when everything felt like failure—our baby cried constantly, money was tight, and I felt like I couldn't get anything right. So when someone made me feel ‘perfect,' it was intoxicating.” Can't we all relate to that in some way? When life feels heavy, a moment of admiration feels like oxygen. But the healing you're seeking isn't found in a new connection—it's found in deeper connection at home and with the Lord. But that's why we must run to the right source for validation. Your worth isn't in who smiles at you—it's in the God who delights in you.That's right. Not a perfect wife who is doing the perfect things, or a perfect husband who is saying the perfect words. But the Lord who is constant. Guarding Your Heart and Protecting Your Marriage Let Gary's wisdom anchor you: “Be as faithful to your spouse as God is faithful to you. Be as committed to your marriage as Christ is committed to His Church.” That kind of faithfulness isn't built on fear—it's built on love. When you keep Jesus at the center, attraction loses its power and intimacy becomes holy again. So today, ask yourself: What boundaries do I need to strengthen? Where have I let my guard down? And how can I draw closer—to Jesus and to my spouse—starting now? Again, we don't share this to frighten or shame. We are sharing to let you know that if you've had feelings for someone other than your spouse- you are not alone. You are not dirty, you are not broken. It doesn't mean you married the wrong person and it doesn't mean this new person is your soulmate. It means there was attraction and you are human. That is it. We love you and we are rooting for you!   Blessings, The Delight Your Marriage Team   PS - Want to bring our material to your churches? Check out delightyourmarriage.com/ipt to learn more about our In-Person Trainings and our January pilot programs! PPS - Ready to take the next step for yourself? Schedule a free Clarity Call with one of our Advisors at delightyourmarriage.com/cc. PPPS - Here's what one of our recent graduates had to say about our program: "My wife and I were roommates at best. I felt that she only wanted me around for a paycheck and to take care of the house. When we had sex it was duty sex where she wasn't present and there was no connection. I hated myself but I was wanting to cheat on her just to feel wanted and desired...[Now,] I have learned about how I was causing problems and putting way too much pressure on my wife...if I am not cheering her on, who is?  The truth was no one was, no wonder she was depressed, withdrawn, and suicidal.  I would be too. I now take pride in knowing that God entrusted her to me to lift her up, cheer her on, show her how good she is, encourage her, listen to her, and cherish her so she can grow...[Recently,] she told our daughters to move because she wanted to sit by me during movie night.  She has taken steps towards intimacy with me on her own without me pressuring her." #marriagepodcast #marriedlife #marriageadvice

Advisors and co-hosts Zachary Bouck, CIMA®, CFP®, and Austyn Garcia, recap our October 2025 portfolio meeting, discussing what happened in the markets over the last month, our approach to traditional asset allocation (cash, fixed-income, equities, and alternatives), and our general outlook for the next 6-12 months in the markets.  0:00 – Introduction 2:20 – Action Items 3:03 – Charitable Giving & Tax Strategies 4:33 – Market Overview & Recent Trends 7:05 – Investor Behavior & Market Pullbacks 12:57 – Risk Tolerance & Investment Strategies 16:15 – Potential Causes for Market Pullbacks 22:35 – Opportunities in Tech & Robotics 25:51 – The Future of Jobs & AI Impact 37:07 – Closing Thoughts Visit www.denverwealthmanagement.com to schedule a free consultation. 

Join us in this enlightening episode as we delve into the life and journey of William "Bill" Beynon. Discover how growing up in a small steel town shaped his values, the pivotal moments that led him to start Capital Wealth Advisors, and his impactful philanthropic efforts through the annual Turkey Drop initiative. From navigating the volatility of the market to inspiring a culture of giving, this episode is a testament to the power of resilience, community, and the drive to make a difference.00:00 Hometown Memories and Industrial Roots01:24 Family History and Baseball Legacy02:49 College Years and Career Beginnings04:33 Starting a Business and Philanthropy06:25 The Turkey Drop Initiative09:58 Logistics and Community Support19:13 Personal Reflections and Community Commitment26:24 National Recruiting Initiatives26:58 Advisors' Client Acquisition28:53 Market Volatility and Client Relationships30:09 Industry Shifts: From Commissions to Fees31:40 Understanding Hedge Funds33:00 Economic Outlook and Market Cycles35:28 AI in Financial Services39:50 Turkey Drop: Community and Charity53:05 The Power of Positivity and Community Impact53:30 Family Values and Community Service54:28 Inspiring the Next Generation55:10 School Experiences and Future Plans56:16 Memorable Sports Moments57:13 Turkey Drop Event Details58:20 Personal Reflections and Inspirations01:02:38 Music and Memories01:09:54 Final Thoughts and Community InvolvementWilliam Beynon's opinions expressed are his own, given in his official capacity as President & CEO of CWA Asset Management Group, LLC (“CWA”) and are not representative of any opinions or statements of fact of CWA. CWA Asset Management Group, LLC is an SEC-registered investment adviser, doing business as Capital Wealth Advisors (FL, LA, NC, OH, PA, WV). Registration does not imply any level of skill or training. CWA's ADV 2A and Form CRS can be accessed via https://adviserinfo.sec.gov/firm/summary/158940. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.Got someone in mind who deserves the spotlight? Shoot us a text and let us know! We'd love to hear from you!

In this powerful episode of Insight is Capital, host Pierre Daillie sits down with Shana Sissel, CEO and Founder of Banríon Capital Management, widely known as the “Queen of Alternatives.” From breaking barriers in the world of alternative investments to surviving and thriving through profound personal adversity, Shana's story is one of resilience, purpose, and innovation. She reveals how Banríon was built by advisors, for advisors — an open-architecture platform designed to help wealth managers make sense of alternatives and scale their use effectively. Shana and Pierre dig deep into what makes advisors successful, why emotional intelligence (EQ) matters more than ever, and how Banríon is redefining the bridge between asset managers and advisors. The conversation takes a personal and moving turn as Shana recounts launching her firm while battling stage-four cancer and the unexpected loss of her fiancé. Her perspective on perseverance, purpose, and leadership transforms this episode into an unforgettable masterclass in both business and humanity. 3 Key TakeawaysRedefining “Alternative” Investing: Alternatives aren't a niche — they're a mindset. Shana explains how advisors can unlock new opportunities by thinking beyond the 60/40 portfolio and embracing a structure-agnostic, relationship-driven approach to investment solutions. Resilience and Purpose in Leadership: From personal loss to life-threatening illness, Shana's story exemplifies how grit, purpose, and optimism can fuel innovation and success. Her journey underscores that true leadership is built in the face of adversity. The Advisor's EQ Advantage: Success in wealth management isn't about IQ — it's about empathy. Advisors who master emotional intelligence and authentic relationship-building are the ones who stand apart in an increasingly automated industry.Timestamped Chapters00:00 Pierre's intro: Meet Shana Sissel — The Queen of Alternatives02:00 How Shana accidentally discovered finance (from sports to Morgan Stanley)06:00 Why EQ matters more than IQ in financial advising09:30 What makes Banríon Capital's platform different — built by advisors, for advisors13:00 The truth about product design, relationships, and client trust17:00 Why most alt platforms miss the mark — and how Banríon bridges the gap21:00 Helping smaller managers and advisors connect efficiently33:00 Shortening the sales cycle: How Banríon streamlines due diligence36:00 The origin story — how Banríon evolved from concept to platform44:00 Facing tragedy: Shana's journey through grief and cancer diagnosis49:00 How resilience and attitude became her greatest business assets56:00 The new investing era — why alternatives are essential today1:06:00 Building resilient portfolios: Private credit, sports, and managed futures1:13:00 The rise of return stacking and the future of portfolio construction1:18:00 Closing reflections — living with purpose and building legacyWhere to find Banrion Capital ManagementBanrion Capital Management - https://www.banrioncapital.com/Shana Sissel on Linkedin - https://www.linkedin.com/in/shsissel/

Reserves, credit lines, and leadership pipelines fuel expansionGear Up for GrowthWith Jean CaragherFor CPA Trendlines“Fiercely independent isn't a strategy, it's a stance,” says John Geraci, managing partner of LGA CPAs & Advisors. “To truly remain independent, firms must be strategic about how they differentiate themselves, understand the threats posed by private equity, and have the conviction to invest in their people and future leaders.”  More Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here | More Gear Up for Growth | More CPA Trendlines videos and podcasts here Geraci and Jeff Call, managing partner of Bennett Thrasher, were guests on Gear Up for Growth, hosted by Jean Caragher of Capstone Marketing.  As private equity continues to reshape the accounting profession, both leaders agree on two critical factors for firms choosing to remain self-owned: independence must be intentional, and culture is the ultimate differentiator. 

Key Chapters0:00 – Introduction2:15 – Why financial advisors should focus on business-owner clients5:10 – The challenges of illiquid wealth and how advisors can solve them9:00 – How Raymond James connects wealth management and investment banking12:40 – Building deeper COI relationships with attorneys and accountants17:25 – Why understanding business valuation matters for every advisor22:40 – Raymond James' unique culture and the “village” behind the success28:10 – How collaboration with investment bankers expands advisor opportunity33:30 – Why this approach is the future of growth for independent advisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Ken Grider: Ken.Grider@RaymondJames.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)Show Notes:Blog Post from Ryan Detrick at Carson Investment Research titled “The Bull Market Turns 3” - https://www.carsongroup.com/insights/blog/the-bull-market-turns-three/Post on X by SubuTrade on 9/11/25 - https://x.com/SubuTrade/status/1966234375256944823 Blog Post from Ben Carson “ Why I Don't Own Any Gold” https://awealthofcommonsense.com/2025/10/why-i-dont-own-any-gold/Tweet by Josh Young “AI adoption vs the internet” 10-12-25https://x.com/Josh_Young_1/status/1977418333042733146Truflation X Post https://x.com/truflation/status/1979218002500255777

Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? Today, we'll tackle a person's question about this very dilemma. Show Links & Info: SPC Investing: http://spcinvesting.com/   Schedule A Visit: https://talkstomike.com/

It's officially fall, and that means we're deep into the MLB playoffs, and the NHL, NFL and NBA seasons are in full swing. With it being such an exciting time for professional sports, we thought it'd be an opportune moment to revisit an episode we recorded in April, where Doug Perlman, CEO of Sports Media Advisors, demystifies the complex process of negotiating league media rights. We hope you enjoy this fascinating look into the evolution of sports media licensing in a post-cable world.  Summary: Major sporting events used to be clustered among a handful of TV channels. Now following your favourite team might require subscriptions to a whole litany of cable and streaming services. Which is to say nothing of all the licensed content you'll find spread out across social media platforms. In such a complex media ecosystem, how do organizations even begin to think about licensing their media assets? And how do they calculate their worth?Doug Perlman is the founder and CEO of Sports Media Advisors. SMA advises sports properties on their media strategies and rights negotiations. Doug has negotiated tens of billions of dollars in rights fees for some of the largest sports properties in the world, including the NFL, NASCAR, US Soccer, and the Ryder Cup, among others. Doug joins us today to discuss recent trends like the rise of streaming, the popularization of sports betting, and the emergence of AI, and all the unique challenges and opportunities they present for different leagues and organizations.Highlights:Doug's early career (3:00)Working for the NHL (4:40)Founding SMA (7:53)SMA's services (9:31)Negotiating rights deals (13:55)Cord-cutting (17:16)Impact of sports betting (18:35)Women's sports (19:37)AI in sports (20:58)Advice for young people trying to work in sports (26:12)Links:Doug Perlman LinkedInSMA LinkedInSMA WebsiteICR LinkedInICR TwitterICR WebsiteFeedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, joe@lowerstreet.co.

Did you know your financial advisor can actually help you invest in ways that reflect your faith?Advisors do more than just help you hit financial targets—they can also guide you in making a lasting impact with your investments. Today, Josh Bean joins us to share how to start the conversation about faith-based investing.Josh Bean is the National Sales Manager for Praxis Investment Management, an underwriter of Faith & Finance.25 Years of Change in Faith-Based InvestingAbout 25 years ago, Praxis conducted its first major study on faith-based investing. This year, they decided to revisit that research and see how investor attitudes have evolved.Partnering with Bellomy Market Research, the Praxis team surveyed over 1,000 individual investors and 400 financial advisors to explore the motivations, opportunities, and concerns surrounding faith-aligned portfolios.The exciting part is that the results confirmed what they've believed all along: people genuinely want to align their investments with what matters most to them. You can explore the full report at PraxisInvests.com/FaithBasedInvesting.According to the study, nearly half of all investors—48%—have already aligned their portfolios with their faith or are interested in doing so. What's striking is that this number encompasses all investors, not just those with a religious background.People see investing as more than performance—it's about purpose. They want their portfolios to reflect their convictions.The Advisor Gap: 78% Want Guidance, But Only 9% Are AskedPerhaps the most surprising finding is the communication gap between clients and advisors.78% of investors said it's important for their advisor to discuss faith-aligned options, but only 9% of advisors say they actually bring it up.That gap is one of the biggest barriers to growth. Investors are eager. Advisors often just don't know how to start the conversation. That's where firms like Praxis can help bridge the gap.One reason some advisors hesitate? The lingering myth that values-driven investing means sacrificing returns.That's just not the case anymore. At Praxis, they aim for benchmark-like returns through diversified, optimized portfolios. They screen out approximately 15% of companies that don't align with their values and incorporate positive impact strategies—all while closely tracking performance.This approach isn't just about numbers—it's about stewardship. In the Parable of the Talents, Jesus commends the faithful servants who wisely managed what they were given. That's our model—faithful stewardship with Kingdom impact.An Expanding Landscape of Faith-Based OptionsFaith-based investing has come a long way. What once seemed niche now includes mutual funds, ETFs, and multi-fund portfolios that reflect a range of Christian values and causes.Investors today can build diversified, competitive portfolios entirely within the faith-based space. There are more options—and better tools—than ever before.Among those tools are screening systems that allow investors to exclude companies that conflict with biblical values or to include those that make a positive social or environmental impact.Taking the First Step: Talk With Your AdvisorFor those new to this space, start the conversation. Ask your advisor, Can my faith be reflected in my investment strategy? That one question could open the door to an entirely new way of stewarding your money.To help, Praxis has created a free Faith-Based Investing brochure, available at PraxisInvests.com/FaithBasedInvesting. It provides practical guidance on initiating faith-aligned conversations with your financial advisor.And if you'd like to find a Certified Kingdom Advisor who specializes in Faith-Based Investing, you can visit FindACKA.com. On Today's Program, Rob Answers Listener Questions:I'm 82 years old and recently got a cold call from someone asking if I'd like to sell my house for cash. I don't owe anything on it—just pay for homeowners' insurance and utilities. Since God has blessed me to live mortgage-free, should I even consider their offer?I'm considering taking out a $20,000 loan, but I'd rather not use a home equity loan, even though my credit is good. I was thinking of a personal loan through Bank of America instead. My husband is retired, and I'm the only one working—so which option would be more cost-effective for us?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Praxis Investment ManagementReport on Faith-Based Investing from PraxisWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Did you know your financial advisor can actually help you invest in ways that reflect your faith? Advisors do more than just help you hit financial targets—they can also guide you in making a lasting impact with your investments. On the next Faith & Finance Live, Rob West and Josh Bean share how to start the conversation about faith-based investing. Then, it’s on to your calls. That’s Faith & Finance Live—biblical wisdom for your financial journey. That’s weekdays at 4pm Eastern/3pm Central on Moody Radio. Faith & Finance Live is a listener supported program on Moody Radio. To join our team of supporters, click here.To support the ministry of FaithFi, click here.To learn more about Rob West, click here.To learn more about Faith & Finance Live, click here.See omnystudio.com/listener for privacy information.

On this episode of the SeventySix Capital Sports Leadership Show, Wayne Kimmel interviewed the Co-Founders of Courtside Sports Advisors, Josh Goldstein & Robert Jakobi.Founded by Goldstein and Jakobi, Courtside Sports Advisors has quickly established itself as a trusted partner to leading sports properties and brands, specializing in forging innovative corporate partnerships across multiple sports. Their growing roster of clients includes the Brooklyn Nets, Nashville SC, New York Red Bulls, Team Miami (Powered by Magnus), the E1 Series, and PTC (Players' Tribune Creative).Jakobi launched Team Miami alongside global entertainment icon Marc Anthony in the world's first all-electric powerboat championship — the E1 Series. The league merges sustainability, speed, and celebrity, representing the next frontier in sports innovation and fan engagement.In 2024, Courtside Sports Advisors played a pivotal role in securing a partnership between E1, Team Miami, and Azimut Yachts for the inaugural E1 World Championship Series, further cementing the firm's reputation as a leader in shaping the business of emerging sports.As the E1 Miami Grand Prix approaches, Goldstein and Jakobi are also collaborating with Front Office Sports to host The Next Wave, an exclusive event in Miami on November 6, bringing together leaders from sports, finance, and media to explore the future of sports — from innovation and investment to the evolution of fan experiences. SeventySix Capital Managing Partner Wayne Kimmel will speak on a panel at the event. Josh Goldstein:LinkedIn: https://www.linkedin.com/in/joshua-goldstein-564394a0/Robert Jakobi:LinkedIn: https://www.linkedin.com/in/robertjakobi/Chapters03:00 The E1 World Championship09:00 Building Corporate Partnerships15:00 Focus on Emerging Sports Leagues21:00 VIP Experience and Celebrity Involvement27:00 Future Plans and Sports Investment

Tired of choosing between concentration risk and a painful tax bill? Michael sits down with Med Faber from Cambria Investment Management. We break down a smarter option: using a 351 ETF exchange to convert appreciated, concentrated stock positions into a diversified ETF without triggering taxes. Think of it like a 1031 for public equities—contribute eligible positions at launch, receive ETF shares in return, and let the portfolio rebalance inside the tax-efficient ETF wrapper.We walk through:The exact rules that matterWhy your largest position must be under 25% and your top five under 50%Which assets qualify, and why contributions must happen at the seed stage.You'll hear real examples of prior 351 launches, learn about the upcoming U.S. equal weight fund aimed at breaking the market-cap link, and get a clear timeline: indicate interest, submit holdings, pause trading, transfer positions, and receive ETF shares on day one. We also explain the powerful benefit of multiple cost-basis lots embedded in the ETF, which can make future tax management far more flexible.Along the way, we widen the lens to the current market: elevated U.S. valuations, heavy index concentration in the same handful of megacaps, and a stealth rotation in gold and non-U.S. value strategies. If you've been meaning to diversify but taxes keep you stuck, this is the actionable path. Advisors will find a field guide for client conversations—simple analogies that land, common custodian workflows, and prospecting angles for executives, VC distributions, and direct indexing portfolios.#LeadLagLive  #Cambria #USEW  #IncomeInvesting #Markets #InvestingStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

If you're still pretending 60/40 will solve everything, this episode is your wake-up call. I brought back the Queen of Alts, Shana Orczyk Sissel, to rip through the reality of alternatives: what works, what doesn't, where the real yield is coming from, and the cost you actually pay for it—hint: liquidity, not magic. We get straight to it. No fluff. No sales pitch. Just the truth. We break down why alts are finally everywhere—regulatory changes, active ETFs, and the rise of interval funds—and why access is easier but the learning curve is still real. Shana explains the tradeoffs in plain English: higher income often means less liquidity, leverage multiplies both gains and pain, and “complex” doesn't automatically mean “risky.” Complexity just means do the work. This is a masterclass in due diligence. We walk through what to ask a manager, how to sniff out conflicts, why structure and third-party vendors matter, and how to judge a product beyond marketing sheets. We also hit the advisor problem: most fear is just lack of information. Your job is to learn what your clients don't have time to learn. Period. Who are alts for? Shana's take: everyone, but not every alt is for everyone. There's a spectrum—from Bitcoin and venture to sober, income-producing private credit. Your job is matching goals, risk, taxes, and liquidity. We close with a simple portfolio checklist so you can stop guessing and start allocating with intent. Watch the full conversation on YouTube: https://youtu.be/coZJKOUwaFsAs always we ask you to comment, DM, whatever it takes to have a conversation to help you take the next step in your journey, reach out on any platform!Twitter, FaceBook, Instagram, Tiktok, LinkedinDISCLOSURE: Awards and rankings by third parties are not indicative of future performance or client investment success. Past performance does not guarantee future results. All investment strategies carry profit/loss potential and cannot eliminate investment risks. Information discussed may not reflect current positions/recommendations. While believed accurate, Black Mammoth does not guarantee information accuracy. This broadcast is not a solicitation for securities transactions or personalized investment advice. Tax/estate planning information is general - consult professionals for specific situations. Full disclosures at www.blackmammoth.com.

We often confuse preparation with progress. But in a profession built on precision, that mindset can quietly stall innovation. In this episode of The FutureProof Advisor, I explore why the advisors and firms that thrive aren't the ones who wait for perfect clarity—they're the ones who learn through action. Because, as I share in the conversation, “The decision you make isn't the determination of your future outcome—it's more information that helps to build it.”Drawing lessons from high-reliability industries like aviation and medicine, I unpack how we can shift our culture from fearing mistakes to learning from near misses. Our instinct is to breathe a sigh of relief and move on—but those close calls are gold. They reveal weak points in our systems long before they break. If we can treat decisions as data, and mistakes as design feedback, we unlock more than resilience—we unlock momentum.Too many firms are stuck in planning mode, looking for perfect outcomes instead of refining the process. But lasting trust isn't built by playing it safe. In fact, “Our fear of breaking trust has made us risk averse to the point of stagnation. And stagnation is its own form of breaking trust—just slower.” Future-ready firms are moving forward with intention—testing, adapting, and building systems that grow stronger with every small step.

Advisors who contact leads within one to two days of initial engagement see conversion rates up to 60% higher than those who wait a week or more, according to MarketingSherpa. Yet most advisors struggle to implement systematic follow-up processes that capitalize on every lead generated. Join host Matt Seitz, Chief Marketing Officer at C2P, as he sits down with Cary Chaitoff, Vice President of Marketing at C2P, to explore proactive strategies that help turn lead generation into actual business growth. From crafting compelling voicemail scripts to tracking conversion metrics, discover how to build a marketing process that works smarter, not harder, to convert prospects into clients. Resources: For C2P Advisors only: Marketing services referenced: The Agency at C2P Statistics: 44% of salespeople stop after one follow-up call  2% of all sales happen on the first contact across all industries Advisors who contact leads within 1-2 days of initial engagement see conversion rates up to 60% higher than those who wait a week or more (MarketingSherpa) Industry average: 7-9 touches to convert a lead to a Right Fit Call 

In SDR #330, Chris Collins, Christian Lafferty, and Hogi expose the 7 biggest pay-plan mistakes that cost dealerships money, motivation, and top talent. From overcompensating mediocrity to confusing multi-page pay structures, this episode breaks down why most Service Advisor pay plans fail — and how to rebuild yours for higher performance, retention, and CSI. You'll learn: Why rewarding average performance destroys culture  The truth about “socialistic” pooled pay systems How to build pay plans that drive results, not resentment Why changing pay plans too often kills trust The one rule for paying on what advisors can control Whether you're a Service Manager, Fixed Ops Director, or Dealer Principal, this episode gives you the blueprint for creating a pay plan that actually motivates — and keeps your best Advisors from leaving.

Key Highlights:00:00 – Introduction01:05 – Optimizing tech stacks and increasing valuation03:17 – Defining client loyalty and retention04:23 – How CRMs improve onboarding, notes, and communication06:39 – Using data to strengthen relationships and trust08:23 – How to future-proof your advisory business10:12 – Building data hygiene and integrated systems16:59 – Finding efficiency gaps and scaling intelligently17:22 – The compounding power of technology19:06 – Advisor transitions, CRM agnosticism, and closing thoughtsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners

Takeaways   Plan three to five years ahead for business transitions. Understanding M&A is crucial for business owners. A strong leadership team is essential for business sustainability. Business owners should prepare successors for ownership. Emotional readiness is key when selling a business. Valuation is an assessment of risk in business sales. Advisors play a critical role in succession planning. Reflection helps in identifying growth opportunities. Business owners often overlook the need for a succession plan. Engaging with a business coach can facilitate growth. Summary   In this episode of the Growth Space Podcast, David McGlennen and Bill Ilgenfritz discuss the intricacies of business growth, mergers and acquisitions, and the importance of succession planning. Bill shares his journey into the M&A space and emphasizes the need for business owners to plan ahead, prepare successors, and create sustainable business structures. The conversation highlights the emotional dynamics of selling a business, the role of advisors, and the significance of business valuation. Both hosts stress the importance of reflection and asking the right questions to facilitate growth and ensure a successful transition for business owners. Titles   Navigating Business Growth and Succession The Journey of Mergers and Acquisitions Sound bites   "Understanding M&A is crucial for business owners." "Preparing successors for ownership is vital." "Emotional readiness is key when selling a business." Chapters   00:00 Introduction to Growth and Collaboration 02:55 Bill's Journey into Mergers and Acquisitions 06:00 The Importance of Planning Ahead 08:45 Mindset of Business Owners in Transition 12:05 Key Considerations for Buying a Business 15:03 The Emotional Dynamics of Selling a Business 17:58 Understanding Business Valuation and Financials 20:53 The Role of Advisors in Business Transactions 23:47 Common Mistakes in Succession Planning 32:30 The Importance of Early Succession Planning 39:07 Facing the Reality of Succession 46:01 Navigating the Succession Process 52:43 Valuation as a Key to Business Transition 01:03:49 Reflecting for Business Growth   Want more info about Emerging Leader Academy? Email David here - david@davidmcglennen.com  Click here for access to my free ebook Check out https://www.davidmcglennen.com/podcasts/in-the-growth-space-2 for links, transcript, and more details  

Most advisors try a bunch of random LinkedIn marketing strategies, then get discouraged and quit when they get subpar results.  The problem? You're vastly overcomplicating LinkedIn. In fact, I can sum up the single most effective LinkedIn strategy in only 5 words. That's it. If your plan isn't that simple, you're wasting a bunch of your time for nada.  Here's the good news:  By simplifying your strategy with the one I recommend in today's show, you'll not only free up your time, but your results will “hockey stick” too.  Listen now if you want real results from LinkedIn.  Show highlights include: How to make LinkedIn one of your most successful marketing strategies you've ever run (6:30)  Why overcomplicating your LinkedIn marketing strategy is the #1 reason it'll fail (and the 5-word strategy that gets you almost more clients than you can handle) (7:35)  The “newsfeed” trick that's so obvious it's overlooked - and how it guarantees your DMs get seen (8:30)  Why having SalesNavigator send you LinkedIn prospects is a quick way to blow through your dough without landing a single appointment (9:22)  The weird way to “hire” LinkedIn as your personal (and free) marketing intern by getting a fewer number of responses (11:00)  Why treating LinkedIn like a numbers game is the single biggest mistake you can make on the platform (13:42) The “Digital Begging” mistake upwards of 90% of advisors using LinkedIn as a marketing strategy commit (19:06)  Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Former National Security Advisors to the Prime Minister: Richard Fadden, Vincent Rigby & Jody Thomas; The Front Bench with: Brian Gallant, Lisa Raitt, Tom Mulcair & Robert Benzie.

Money is never just about dollars and cents. It's a window into our hearts, a test of our faith, and even a testimony to the world.Few people have taught that truth more faithfully than Ron Blue. Today, he'll share lessons from his own journey—from Wall Street to biblical stewardship—and explain how our approach to finances transforms us and our relationships with others.Ron Blue is a financial teacher, author, and co-founder of Kingdom Advisors. He has helped countless Christians apply biblical wisdom to their finances and is best known for his bestselling book, Master Your Money: A Step-by-Step Plan for Financial Contentment.From Wall Street to Biblical WisdomRon began his career on Wall Street, later founding his own accounting firm and advising countless entrepreneurs and professionals. But everything changed when he became a Christian and encountered the teachings of Larry Burkett and Howard Dayton. He came to realize that everything that worked in the financial world had its roots in biblical wisdom.For more than forty years, he's witnessed God's redemptive work through money—seeing firsthand how financial decisions reveal the heart and become a powerful entry point for spiritual growth.As the late Billy Graham once said, “When you get your attitude about money right, the rest of life tends to fall into place.”Money Reveals the HeartRon often quotes Larry Burkett's insight that how we handle money is one of the clearest indicators of our spiritual life.Every purchase, every act of giving, every financial habit reflects what—and whom—we trust most.The first and most foundational lesson Ron has seen believers embrace is this: God owns everything.Once that truth takes root, everything changes. We move from ownership to stewardship, from anxiety to contentment, from control to trust. Those who live as stewards tend to develop an eternal perspective—knowing where their true security lies.When couples discuss money openly within that framework, communication strengthens and unity deepens. Money becomes not a barrier but a bridge to a deeper connection.Learning How Much Is “Enough”One of Ron's signature teachings centers on answering the question: How much is enough?Defining financial “finish lines” for lifestyle and accumulation frees believers from endless striving. It helps them determine when to give more, save less, and live joyfully within God's provision. From a worldly view, enough is never enough—but from God's view, it is both possible and freeing.When we truly believe that God owns everything, our financial goals shift. We seek margin—the space to give, serve, and respond to God's call.Money itself isn't the goal—it's a tool to accomplish God's purposes. Whether it's how we educate our children, give to ministry, or plan for the future, the question becomes: How can these resources advance God's Kingdom?When people look at us, they shouldn't see someone better, but someone different—different priorities, values, and goals.When Couples Don't See Eye to EyeNot every couple starts on the same page financially. Ron has seen how honoring the marriage covenant sometimes means yielding financial preferences for the sake of peace and witness. In one case, advising a believing wife to honor her unbelieving husband's wishes about tithing led to that husband's eventual openness to Christ.Even in his own marriage, Ron and his wife, Judy, have relied on third-party counsel to strengthen their communication—reminding couples that it's not their money, but God's money.Money as a Test and a TestimonyFor Ron, money serves three purposes: it's a tool, a test, and a testimony. God often uses money to build our faith because it serves as a test of our trust. But it's also a testimony. Contentment, generosity, and peace in financial life point the world to the sufficiency of Christ. In a culture driven by comparison and consumption, a believer who lives joyfully and contentedly becomes a living witness of God's faithfulness.If we can demonstrate contentment, confidence, peace, and joy, the world will notice—and wonder why. Money even becomes a testimony to the next generation as children watch their parents live open-handedly and find joy in biblical stewardship.When you view money as God's tool, test, and testimony, it reshapes not just your finances—but your faith, marriage, and legacy.Money is a great servant but a terrible master. When we surrender ownership to God, we discover the true freedom of stewardship—peace, purpose, and joy that outlast every market cycle.On Today's Program, Rob Answers Listener Questions:I'm 59 and planning to retire next year. My wife is already retired, and thankfully, our home and vehicles are paid off. We also have a few rental properties that are nearly paid for. My question is—when should I start taking Social Security? And regarding our pensions and investments, should I consider rolling them out of our company plans into something else?My son is thinking about filing for bankruptcy. He has quite a bit of debt—not just credit cards—and I'm worried about what bankruptcy would do to his credit and how long it would take him to rebuild. He hopes to buy a home in the near future. What are his options to avoid bankruptcy, and if he does file, how can he begin to recover his credit?Resources Mentioned:Faithful Steward: FaithFi's New Quarterly Magazine (Become a FaithFi Partner)Master Your Money: A Step-by-Step Plan for Experiencing Financial Contentment by Ron Blue with Michael BlueWisdom Over Wealth: 12 Lessons from Ecclesiastes on MoneyLook At The Sparrows: A 21-Day Devotional on Financial Fear and AnxietyRich Toward God: A Study on the Parable of the Rich FoolFind a Certified Kingdom Advisor (CKA) or Certified Christian Financial Counselor (CertCFC)FaithFi App Remember, you can call in to ask your questions most days at (800) 525-7000. Faith & Finance is also available on the Moody Radio Network and American Family Radio. Visit our website at FaithFi.com where you can join the FaithFi Community and give as we expand our outreach. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Find us on social media: Facebook & InstagramEmail us: hello@thetinlounge.com Discussion:Report: Business Travel Boosts Younger Gen LifestylesHow Advisors Can Help Clients During the Government Shutdown As heard on Excess Baggage:Cruise Ship Size Limits Officially Set for French Riviera PortsNobu Announces Destinations for Two New HotelsTravel Experts Advisors Forecast Flat Winter — Though Late Bookings May Still Provide a BoostSouthwest Airlines debuts new aircraft interiorTrafalgar will build river ships, hires executive to lead the projectUniversal Kids Resort Unveils New Details About Play AreasUnder Canvas Announces New England ExpansionReport: Extreme Tourism Market to Hit $100 Billion by 2034See omnystudio.com/listener for privacy information.

What if your next big breakthrough as a financial advisor didn't come from a new strategy or software—but from the people you surround yourself with? In this episode, I'm sharing 10 best practices for networking and collaborating with like-minded advisors—the same principles I've used and taught for decades to help advisors grow faster and stay inspired. I'll break down how to build powerful mastermind groups, choose the right industry events, and engage in meaningful online communities that actually move the needle.

Send us a textJoin hosts Alex Sarlin and Ben Kornell with guest Anna Edwards of Whiteboard Advisors as they unpack a packed week in education technology. From sweeping cell phone bans to AI reshaping classrooms and colleges, and celebrate a major milestone of 400 episodes of EdTech Insiders!✨ Episode Highlights:[00:00:00] States expand K–12 phone bans over mental health[00:04:29] Federal shutdown hits Title I, Head Start, ED[00:06:28] ICE detains superintendent, raising compliance fears[00:13:25] Why phone bans need digital-literacy support[00:19:25] Higher ed faces international enrollment and funding drops[00:28:41] Harvard grade inflation reignites rigor debate[00:32:32] States pilot graduate profiles and competency shifts[00:38:08] ChatGPT adds apps; Coursera leads edtech uses[00:46:20] Key state and district policy trendsPlus, special guests: [00:46:20] Jim Beasley, Co-founder & Technology Director and Maurie Beasley, Co-founder & Educator, AIEDPro, on AI PD and classroom pilots. [01:16:32] Stacey Brook, Founder & Chief Advisor, College Essay Advisors on College EssAI and ethical AI for essays. 

Send Rita a text with your thoughts!The fastest way to see what's missing in your marketing, and what to do next: https://programs.steeryourmarketing.com/products/courses/view/1187247Stop wasting hours hunting for cruise content: https://programs.steeryourmarketing.com/products/courses/view/1166776If you want an inquiry filled Q1 and Wave Season, you need to start generating leads RIGHT NOW because the business you have three to six months from now is a direct result of what you're doing today. I'm breaking down creative ideas on where to find premium clients who actually value your time and services, from networking at fall festivals and charity events to creating your own speaking opportunities and client appreciation events. We're also talking about why you need to drop the budget travelers and DIY-ers, how to leverage LinkedIn when your time is limited, and the importance of re-engaging your existing client list before the holidays hit. Plus, I'm sharing some vending opportunities, partnership ideas with local businesses, and how to get visible in your community so people actually know your travel business exists. The time to plant these seeds is NOW, not when Wave Season is already here and you're wondering why your calendar is empty.Join Host Agency Reviews for HAR*Wired: https://hostagencyreviews.com/page/tech-weekUse code podfriend to get $25 off the Wave Season Starter Kit: https://programs.steeryourmarketing.com/products/courses/view/1157765 Questions this episode answers:When should travel advisors start lead generation for Wave Season?Where can travel advisors network to find potential clients in Q4?What fall and holiday events are best for travel advisor lead generation?How can travel advisors use podcasting to generate travel leads?What speaking opportunities help travel advisors attract new clients?How do travel advisors partner with local businesses for referrals? How do travel advisors re-engage inactive clients before Wave Season? •Should travel advisors send holiday cards to past clients?How can travel advisors sponsor local charity events to find clients?What auction strategies help travel advisors gain visibility?How do travel advisors identify people of influence for partnerships? What convention center events are good for travel advisor vendors? How can travel advisors leverage business development managers for events?Enjoy (and take action)!---------------------------------------------------------------Check out EVERYTHING I offer to support your travel business journey: https://strategictravelentrepreneurpodcast.com/everything/Say HI on Social:LinkedIn: https://www.linkedin.com/in/ritaperez19/Instagram: http://www.instagram.com/takethehelmvbsFB Group: https://www.facebook.com/groups/529490048073622 Direct EMAIL:rita@steeryourmarketing.com

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) . Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs.Scheduling is easy—once you land at jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) just click “Schedule Initial Call” and select a time that works best for you!There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently.If you're ready to learn more, visit jessupwealthmanagement.com (https://www.jessupwealthmanagement.com/) and book your call today!Take advantage of our partnership with LifeLock and get discounts using our link: https://lifelock.norton.com/offers?expid=LLONEYEAR&promocode= JSPW24&VENDORID= _JESSUPWM&om_ext_cid=ext_partner_ JSPW24_Productpage $)Show Notes:Post on X from SubuTrade on 10.11.25 - https://x.com/subutrade/status/1977072437092401521?Blog Post from Ryan Detrick on 10/1/2025 - https://www.carsongroup.com/insights/blog/a-quarter-for-the-history-books-now-what-2/ Post on X from Michael Nauss, CMT on 9/13/25 - https://x.com/MichaelNaussCMT/status/1966286121782096094General Earnings ExpectationsSource: Research from FactSet on 10/14/25https://x.com/FactSet/status/1978222809215045765https://insight.factset.com/sp-500-will-likely-report-earnings-growth-above-13-for-q3Earnings Expectations by SectorSource: Briefing.com Research on 10/10/25https://www.briefing.com/InPlayEq/Commentary/TheBigPicture.htmSmall Cap Earnings GrowthSource: BofA Research, X Post from Mike Zaccardi on 10/4, https://x.com/MikeZaccardi/status/1974458481399710141

Scott Koepf, chief strategy officer for Cruise Planners, talks with Alan Fine of Insider Travel Report aboard Wonder of the Seas during the company's annual convention about the franchise's education and training philosophy. Koepf explains how Cruise Planners integrates online learning with in-person programs like Star University, Boot Camp and Tech Days to help advisors master marketing, sales and technology while building their businesses. For more information, visit www.cruiseplannersfranchise.com. All our Insider Travel Report video interviews are archived and available on our Youtube channel (youtube.com/insidertravelreport), and as podcasts with the same title on: Spotify, Pandora, Stitcher, PlayerFM, Listen Notes, Podchaser, TuneIn + Alexa, Podbean,  iHeartRadio,  Google, Amazon Music/Audible, Deezer, Podcast Addict, and iTunes Apple Podcasts, which supports Overcast, Pocket Cast, Castro and Castbox.

Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems? Today, we'll tackle a person's question about this very dilemma.   Contact Info: Website: https://crystallaketax.com/ Phone Number: 815-526-3092

Ever feel like your business is running YOU instead of the other way around? Like no matter how much revenue you bring in, it never feels like enough—because behind the scenes, things are messy, margins are thin, and burnout is creeping in? Yeah, I've been there… and so has today's guest.In this episode of the Happy Hustle Podcast, I'm hanging with Jeremy Reeves—founder of Scale Advisors, the dude who's generated nearly $200 million in revenue for himself and his clients. He's built and sold a multi-million dollar company, served as CEO of an 8-figure portfolio with 100+ employees across 7 businesses, and crafted at least five different 8-figure offers. Safe to say, the man knows his stuff when it comes to scaling.But here's what I love about Jeremy—he's not about building a big shiny revenue number just to impress people. In fact, he says the word “revenue” should be banished from our vocabulary. Why? Because entrepreneurs have been sold a lie that top-line revenue is the holy grail, when in reality it's about profit, peace of mind, and freedom. That's where he comes in—helping high-integrity entrepreneurs engineer scalable profit models without the chaos or complexity that's killing most businesses today.We jammed on so many truth bombs in this conversation. Jeremy broke down the 5 economic levers that control every dollar in your business (spoiler: it's not about hacking your way to more sales). He shared why most entrepreneurs hit an invisible wall that has nothing to do with marketing, and how to spot the ONE domino in your business that knocks down every other problem when you fix it.One of my favorite parts? Jeremy's perspective on working half the time and getting double the results. As someone who's all about systematically harmonizing ambition with well-being, this resonated hard. Because let's face it—what's the point of hustlin' if you're not Happy Hustlin'?Here are a few key takeaways from the episode:Stop obsessing over revenue. Profit and sustainability beat vanity metrics every time.Leverage the 5 economic drivers to maximize margins and growth.Every business has a “domino problem”—find it, fix it, and everything else gets easier.Work smarter, not harder. More hours ≠ more results.Simplify to scale. Complexity kills momentum; clarity fuels it.At the end of the day, Jeremy reminds us that building an empire doesn't have to mean burning out. You can engineer a business model that's scalable, profitable, and still gives you space for family, freedom, and fun.If you're ready to ditch the chaos, stop glorifying revenue, and start building a business that actually serves your life (not the other way around), then you've got to tune into this one.What does Happy Hustlin mean to you?Jeremy says to live life the way that you want to live it. Whatever that is for you, know? Yeah, just live it how you want to live it. Do it your way, man. You get one, you know, and even if you believe in reincarnation, you only remember one. So, yeah, man. Do it how you want it.Connect with Jeremyhttps://www.linkedin.com/in/jeremyreeves/Find Jeremy on these websites:www.scaleadvisors.comhttps://www.jeremyreeves.com/ Connect with Cary!https://www.instagram.com/caryjack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured Get a free copy of his new book, The Happy Hustle, 10 Alignments to Avoid Burnout & Achieve Blissful Balance https://www.thehappyhustle.com/bookSign up for The Journey: 10 Days To Become a Happy Hustler Online Coursehttps://thehappyhustle.com/thejourney/Apply to the Montana Mastermind Epic Camping Adventurehttps://thehappyhustle.com/mastermind/“It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!”Episode Sponsors:If you're feeling stressed, not sleeping great, or your energy's been kinda meh lately—let me put you on to something that's been a total game-changer for me: Magnesium Breakthrough by BiOptimizers. This ain't your average magnesium—it's got all 7 essential forms that your body actually needs to chill out, sleep deeper, and feel more balanced. I take it every night and legit notice the difference the next day. No more waking up groggy or tossing and turning all nightIf you're ready to sleep like a baby, calm your nervous system, and optimize your recovery, go grab yours now at bioptimizers.com/happy and use code HAPPY10 for 10% OFF.99 Designs- Need a killer logo, stunning website, or next-level brand design?Stop DIY-ing and start delegating like a boss with 99designs by Vista! Neurable- If you're looking to level up your focus, productivity, and mental well-being all at once, do yourself a favor and check out Neurable. You get a special hookup—just use the code HAPPY at checkout and get $100 off.

In this short but powerful episode, Ray Sclafani tackles a topic many financial advisors avoid: pricing. As firms expand their services beyond portfolio management into multi-generational planning, tax coordination, and family governance, their value has increased, but too often, their pricing hasn't.Ray challenges advisory leaders to view pricing not as a financial figure, but as a leadership decision that impacts enterprise value, team compensation, and client perception. He breaks down the mindset and mechanics required to evolve your pricing model with clarity, confidence, and consistency.This episode is a must-listen for firms committed to delivering premium services and ready to price like it.Key TakeawaysMost advisory firms are undercharging, not because clients can't pay more, but because firms haven't clearly defined and communicated their value.Legacy pricing models (flat AUM basis points) are misaligned with modern, complex service offerings.Advisors must embrace clarity, confidence, and consistency in how they present pricing.Top firms are evolving with tiered basis points, flat planning fees, and project-based pricing to reflect complexity.Find Ray and the ClientWise Team on the ClientWise website or LinkedIn | Twitter | Instagram | Facebook | YouTubeTo join one of the largest digital communities of financial advisors, visit exchange.clientwise.com.

Prince Andrew's long-rumored memoir was supposed to be his comeback—a glossy rewrite of his life story that would reframe him as misunderstood rather than disgraced. Reports indicated that he entertained meetings with ghostwriters and publishing contacts, with ideas circulating that the book would serve as a “royal rehabilitation” project, countering the fallout from his catastrophic Newsnight interview and his connections to Jeffrey Epstein and Ghislaine Maxwell. Yet, the plan quietly collapsed before it began. Advisors, family members, and legal counsel reportedly warned him that such a memoir would backfire spectacularly—exposing him to renewed public outrage and potential legal scrutiny if he contradicted the known record. Publishers, already skeptical of working with him, saw only reputational suicide in print form. The notion that Andrew could publicly reshape history while ignoring his own role in it was viewed as delusional even by insiders.In the end, the “book that never was” became a metaphor for Andrew himself: all arrogance, no accountability. His silence wasn't noble restraint—it was self-preservation. Every ghostwriter and PR advisor who came near the project realized what Andrew never could—that the public isn't interested in his justifications, only in justice. He had a chance to come clean, to face the truth on paper the way he refused to on camera, but instead retreated into the royal cocoon that has always shielded him from consequence. His non-memoir stands as yet another failure in a long pattern of cowardice—an unspoken admission that the truth, once written, would have destroyed him far more than any interviewer ever could.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with an experienced asset allocator who has operated at the intersection of insurance and asset management throughout his career.We sat down in Prudential's Newark studio with  PGIM's Head of Multi-Asset and Quantitative Solutions, Phil Waldeck. Phil is responsible for nearly $140B in AUM, where the business unit leverages PGIM's deep public and private markets expertise for the purpose of developing customized portfolio solutions to meet insurer and other investors' unique objectives. Phil previously served as Chief Transformation Officer at Prudential, CEO of Prudential's Workplace Solutions Group, and as president of Prudential's retirement business, which comprised of $250B in assets. Phil was also the architect of Prudential's pension risk transfer business, which he grew to over $170B. Phil and I had a fascinating conversation about the intersections between insurance and asset management. We covered:The evolution of how insurers allocate to private markets.The importance of asset liability management.How insurers are leveraging their balance sheet to invest in private markets and collaborate with alternative asset managers.How insurance and asset management interact and the benefits of an integrated platform.How PGIM's $1T in public and private credit informs how they invest.Why insurers are allocating to private credit.Thanks Phil for sharing your perspectives and wisdom on insurance and private markets. We hope you enjoy.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:23 Welcome to Alt Goes Mainstream Podcast02:03 Guest Introduction: Phil Waldeck03:29 Insurance and Asset Management Intersection04:51 Understanding Asset Liability Management (ALM)05:41 Liquidity and Private Markets07:08 ALM in Wealth Management10:44 Private Credit and Insurers11:31 Private Credit Flavors and Strategies12:42 Origination and Credit Culture14:32 Talent and Culture at PGIM15:06 Private Credit's Role in the Economy17:01 Borrowers Choosing Private Over Public Credit18:36 Public and Private Credit Blurring Lines19:00 Global Credit Capabilities20:09 Fewer Manager Relationships in Private Markets24:57 Challenges in Private Markets27:02 Underwriting Discipline in Private Credit27:34 Private Credit Market Growth30:22 Global Opportunities in Private Credit31:01 Future of Private Markets31:30 Regulatory Framework and Governance31:57 Educating Investors on Private Markets33:06 Creating the Perfect Private Credit Portfolio33:57 Diversification in Private Credit34:36 Advisors' Role in Private Credit Investing35:07 Wealth Channel Choices and Shelf Space35:53 Farm to Table Analogy in Private Credit37:32 Talent and Scale in Private Credit38:54 Maintaining Culture in Large Firms39:33 Conclusion and Final ThoughtsThe opinions expressed in this podcast are those of the author and do not reflect the views or opinions of PGIM, Inc. PGIM, Inc. is not responsible, endorses nor confirms its accuracy. All trademarks and other intellectual property used or displayed are the ownership of their respective owners. Unless noted otherwise in this podcast, PGIM, Inc. is not affiliated with, nor  endorses any mentioned company or any linked third-party content. PGIM and its affiliates may develop and publish research that is independent of, and different than, the recommendations contained herein. PGIM's personnel other than the author(s), such as sales, marketing and trading personnel, may provide oral or written market commentary or ideas to PGIM's clients or prospects or proprietary investment ideas that differ from the views expressed herein.Editing and post-production work for this episode was provided by The Podcast Consultant.

Key Highlights from the Episode:0:45 – The Rise of Video Marketing2:22 – How Video Boosts SEO and Engagement4:35 – Short-Form vs. Long-Form Video Explained7:12 – The Myth of Viral Success9:43 – Optimizing Video Analytics and Performance12:20 – Cuts, Angles, and B-Roll Basics15:42 – High vs. Low Production Quality20:00 – Navigating Compliance with Confidence24:47 – Measuring ROI Beyond Views29:09 – The Future of Video and AI Tools32:55 – The One Video Every Advisor Should Create34:50 – DIY Starter Kit for AdvisorsResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comVisit Angela's website here: https://www.angelawolfvideo.com/Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

Why you should listenSarah McDevitt shares insider insights from HubSpot's Partner Experience team, revealing what separates successful partners from those stuck in license-selling modeLearn why data quality is the hidden bottleneck preventing partners from delivering on AI promises—and how to fix it before it destroys client trustDiscover HubSpot's innovative use of AI tools to democratize partner feedback and accelerate decision-making across their ecosystemYou're stuck selling licenses when you should be solving business problems—but every time you pitch "transformation," clients just want to know the price per user.In this episode, I sit down with Sarah McDevitt, who leads the Partner Experience team at HubSpot, and we cut through the AI hype to talk about what actually matters. Sarah spent 16 years in agency land before joining the "dark side" (her words) at HubSpot seven years ago, so she knows both sides of the partner equation intimately.We explore why the best partners stop being platform experts and start being business growth experts. Sarah reveals how HubSpot uses AI internally to democratize partner feedback, the real reason behind their partner program changes, and why selling AI without fixing data structure first will be your downfall.If you're a consultant partnering with any SaaS platform—or considering it—this conversation will change how you think about your role. Stop reading the toaster manual to clients. Start asking better questions about their actual business problems.About Sarah McDevittSarah Stone McDevitt is a Radio broadcasting graduate who spent the early part of her career in local radio before moving into agency life. She spent 16 years working across creative, media, content and web development agencies before joining HubSpot almost 7 years ago. She initially joined to manage the CC team in EMEA, and shortly after that, she added the EMEA Onboarding team and Pro Services teams to her management portfolio. In 2020 at the height of the pandemic, she took over the Pro Services NAM and EMEA businesses. Today, Sarah leads HubSpot's Partner Experience team, where she focuses on creating exceptional experiences for HubSpot's global partner ecosystem. In this role, she has emerged as a thought leader in the field of Relational Intelligence (RI), pioneering approaches that demonstrate how human relationship-building and emotional intelligence work alongside artificial intelligence to drive business success. Sarah advocates for the irreplaceable value of authentic human connections in an increasingly AI-driven world, showing how RI and AI complement each other to create more meaningful customer and partner relationships.In her personal life, Sarah is married with four children and lives in Dublin, Ireland. She proudly served 13 years in the reserve army in Ireland as a corporal in a communications unit. She is the founder and chairperson of a charity called Help Us Give Smiles which has seen her travel to Kenya for almost 20 years working with vulnerable children and communities. And finally, she is an LGBTQ+ activist focused in particular on the rights of LGBTQ+ parents.Resources and LinksHubspot.comSarah's LinkedIn profileWatch “Why the Future of Work is More Human Than You Think“SpeechifyNotebook LMPrevious episode:

There are an endless stream of marketing resources for advisors. But most advisors get overwhelmed by the sheer amount of information available.  And you know what? Most of the information can actually harm your business.  That ends today.  In today's show, I reveal the 3 best marketing resources ever created for advisors. After listening to this episode, you will have all the ingredients you need to grow your financial advice business. And grow it at breakneck speed.  Listen now. Show highlights include: How to get 24/7 access to me without forking over my hefty consulting fees (2:00)  Why financial advisors who use AI bots like ChatGPT, Claude, and Perplexity will fizzle out completely and go extinct soon (3:44)  How to create a step-by-step marketing plan based on your location, expertise, and marketing know-how in two minutes or less (10:42)  Here's an old direct mail headline that can fill your calendar with high-quality prospects by tweaking a few words (13:04)  Why the Bible is the best “law of attraction” book on the planet (15:55)  2 collections of letters to shareholders that will make your business grow faster and easier just by reading through them (17:42)   If you want Jeff to build a custom CRM solution that fits your financial advice business like a glove, visit his website at https://advisortechpartners.com and click the big, orange button.  Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

For years, Prince Andrew, Duke of York received counsel that undervalued the seriousness of his association with Jeffrey Epstein and over-emphasized the potential PR fixes. After Epstein's first conviction for soliciting prostitution of a minor, Andrew continued to appear in Epstein's orbit, stay at his residences, and cultivate the friendship — all despite obvious red flags. Advisors seem to have encouraged him to believe that a frank, high-profile interview (notably with the BBC) could stem the reputational bleeding, rather than first expressing genuine empathy for victims or full clarity over the depth of the association. This advice centered on saying his side, explaining misunderstandings, and trying to "clear the air," but did not sufficiently prepare him for critical scrutiny, emotional testimony, and public disbelief.When Andrew finally did submit to a televised interview, what unfolded was widely seen as catastrophic. The tone and substance of his responses came off as evasive, tone-deaf and lacking in remorse; rather than being a turning point, the interview intensified outrage and distrust. Some close to him admitted that the advisers had largely told him what he wanted to hear — that the interview would help, rather than warning how much worse things might get if not handled with full acknowledgment and contrition.to contact me:bobbycapucci@protonmail.comBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-epstein-chronicles--5003294/support.

In this special episode of the Fancy Scientist podcast, you'll gain access to my free training series, Becoming a Wildlife Professional Training. This 3 part series teaching you the 3 essential factors you need to secure a permanent job in wildlife biology, ecology, zoology, or conservation biology careers so that you can do what you love and make a difference is available only until October 23rd until midnight. In Training 1, you'll discover the ineffective patterns and outside influences that are causing you to spin your wheels in your wildlife career…leaving you frazzled, drained, and feeling hopeless. Take the first steps towards creating an effective plan that remains resilient through turbulent times so that no matter what happens in your wildlife career, you'll know how to push through and get results. You'll learn why the advice you've been given by professors, job websites, and wildlife groups on the Internet is not working for you, that it's not your fault, and what to do instead. We will set the groundwork for building your wildlife career that leads to results - meaning PAID jobs.Dream of being a wildlife biologist, zoologist, conservation biologist, or ecologist? Ready to turn your love of animals into a thriving career?

What if the future of financial advising isn't about mastering spreadsheets—but mastering people? In this episode, I share why the advisors who will thrive aren't just great planners—they're great communicators and coaches. I'll introduce Mastering the Art of People, my new 21.5 CE credit program designed to help you connect deeper, influence better, and stay ahead in an AI-driven world.

Key Highlights from the Episode:0:00 – Introduction & Topic Overview1:15 – The Three Core Constraints Advisors Face3:40 – Capacity Challenges & Team Leverage6:10 – Revenue vs AUM: Rethinking Profitability10:45 – Pricing Psychology & Raising the Floor15:45 – Deliverables, Value, and Client Experience20:00 – AI and Technology for Advisor Efficiency23:00 – Quality Growth Over Quantity29:20 – The ‘Who Not How' Mindset & Scaling Leadership37:00 – Raising Minimums & Continuous ImprovementResources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comeXtraordinary Coaching | Free Growth Guide + Resources: https://www.xfa.coachListen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners 

In this episode of The Good Fight Club, Yascha Mounk, Renée DiResta, Jacob Mchangama, and Jonathan Rauch discuss threats to free speech under Joe Biden vs Donald Trump, how to protect free speech, and the administration's new compact for universities. Renée DiResta is an Associate Research Professor at the McCourt School of Public Policy at Georgetown and author of Invisible Rulers: The People Who Turn Lies Into Reality. Jacob Mchangama is the Executive Director of The Future of Free Speech and a research professor at Vanderbilt University. He is also a Senior Fellow at The Foundation for Individual Rights and Expression (FIRE) and the author of Free Speech: A History From Socrates to Social Media. Jonathan Rauch is a senior fellow in the Governance Studies program at the Brookings Institution, and a member of the Persuasion Board of Advisors. If you have not yet signed up for our podcast, please do so now by following this link on your phone. Email: leonora.barclay@persuasion.community Podcast production by Mickey Freeland and Leonora Barclay. Connect with us! Spotify | Apple | Google X: @Yascha_Mounk & @JoinPersuasion YouTube: Yascha Mounk, Persuasion Learn more about your ad choices. Visit megaphone.fm/adchoices