Podcasts about advisors

Life as an entrepreneur can often feel lonely. Being a solopreneur or small business owner in the meetings and events industry is a wonderful experience. However, with all the stress and challenges entrepreneurs face, they often find themselves alone, with no one to share their wins, doubts, and fears with.  In this episode, Eric reads an excerpt from the book he is currently reading and shares some valuable tips to help entrepreneurs avoid loneliness. Digital Nomads Unlike traditional nomads who rely on each other, digital nomads often go it alone. In his book 4000 Weeks, Oliver Burkeman explains that digital nomads, despite the appealing lifestyle, can feel lonely. They travel the world but miss the shared routines that create strong relationships.  Remote Work Without casual, in-person conversations, those who work remotely miss out on spontaneous connections. So entrepreneurs need to be intentional about meeting others and making space for interaction. Build a Circle of Advisors or Join a Community One solution is to create a board of advisors for your business. They should be people you trust and respect, and those you can share authentically with about the highs and lows of your business. You can also join a community of other entrepreneurs. The key is to make it a regular habit because if it is not on your calendar, it is unlikely to happen. Reconnect With What Matters Take time to pause and reflect on what truly matters to you. Ensure your daily actions are moving your business in the right direction, and keep your long-term vision in focus to remain grounded. Stay Flexible and Open Growth requires curiosity and adaptability. As a business owner, you must be willing to try new tools, adopt new services, and explore different ways of working.  Keep Your Vision in Focus  Regularly check in with your long-term goals. Stay open to learning and be willing to embrace new tools, services, and ways of working that support that vision. Connect with Eric Rozenberg On LinkedIn Facebook Instagram Website Listen to The Business of Meetings podcast Subscribe to The Business of Meetings newsletter Book Mentioned: Four Thousand Weeks: Time Management for Mortals by Oliver Burkeman

Trump has signed off a $250 visa integrity fee that will be active from October 2025. The fee, which is refundable, is intended to address visa overstays. But how will this fee impact travel to the US? Lester Speaks to Otto de Vries CEO of ASATA – Association of Southern African Travel Agents & Advisors. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

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

En este nuevo episodio de planificación financiera, Gustavo Moriconi, presidente de GM Advisors, nos habló sobre los beneficios para empleados, la fidelización y el compromiso empresarial.

In this encore episode, Jamie Shilanski introduces the ‘rule of two,' a valuable principle for financial advisors looking to enhance their client relationships. Jamie shares an intriguing anecdote about a fishing lodge, where strict management led to staff discontent. She cleverly ties this to the financial advisory world, illustrating how inflexibility can negatively impact client satisfaction.  The episode goes beyond simple dos and don'ts. Jamie dives into the importance of meaningful communication and challenges advisors to go beyond surface-level interactions, emphasizing that genuine connection comes from addressing the heart of clients' questions and worries. Encore Episode: Why Advisors Lose Clients

Curious what will set great advisors apart as AI takes over planning and portfolio work? After a powerful three-day training with a group of rising advisors, I'm more convinced than ever: your edge won't be technical—it'll be your ability to connect, coach, and lead. In this episode, I'll show you why emotional intelligence is your biggest asset in an AI-driven future—and how to start sharpening it now.

500 hours. That's how much time some advisors are getting back—every single year. Not from working harder. From removing the invisible work that's slowly draining them. In this week's Money Matters Podcast, I sat down with Arnulf Hsu, founder of GReminders, to talk about what happens when AI becomes your invisible partner—not your replacement. We covered: How voice-aware AI reduces "cognitive clutter" Why compliance is the real barrier (and how GReminders solves for it) And what it really means to scale presence, not spam This isn't about hype. It's about freedom. Freedom to show up for your clients. Freedom to stop carrying your business in your head. If you're ready to reclaim time, reduce friction, and re-center the human side of your practice…

Theresa Payton isn't just a leading expert in cybersecurity and AI; she was the first female CIO at the White House and is now CEO of Fortalice Solutions. In this episode, she joins Tom for a conversation about digital manipulation, cybersecurity threats, ethical tech, and the second edition of her book, Manipulated. From deepfakes to credential stuffing, Theresa explains how fraudsters are getting smarter, faster, and more global, and why small businesses are squarely in the crosshairs. She also walks through why clients today (and especially the next generation) care deeply about privacy, data ethics, and digital transparency. For advisors focused on generational wealth and future-proofing their practice, Theresa makes a compelling case that cybersecurity is no longer optional; it's a key pillar of trust. Plus, hear what she says about AI “washing,” how businesses can protect themselves without spending a dime, and why now is the time to demand more accountability from Big Tech.   Here's some of what we discuss in this episode:

Don and Tom explore the value of changing your mind in the face of new data—financial and otherwise. Sparked by Christine Benz's recent Morningstar piece, they reflect on how their own views on DIY investing, target date funds, and even TIPS have evolved over time. Listener questions cover annuity taxes, Bitcoin inflation claims, covered call ETFs, and whether CDs beat bond funds in retirement. Grumpiness levels: elevated but entertaining. 0:04 Flexibility in finance: Why it's okay to change your mind 1:16 Christine Benz says she's rethinking the DIY retirement approach 2:48 The underrated value of real financial advice (Vanguard Alpha) 3:51 Why advice matters more in retirement than during accumulation 5:36 All-in-one funds like target date strategies get a new look 6:41 Trick: Adjust your target date fund based on risk tolerance 7:47 Target date glide path flattens at retirement (~50% stock) 8:24 TIPS funds vs. laddering: Christine's third “meh” shift 9:53 Equities = effective inflation hedge; tips may be redundant 10:29 Don's personal changes: Target date funds and 4% rule flexibility 12:07 Vanguard survey: Advisors = peace of mind + time savings 13:23 Money and emotion: #1 cause of murder and divorce 14:57 Listener Q: What to do with a low-cost deferred annuity at Fidelity 17:09 Stop obsessing over who pays taxes—spend and enjoy 19:20 Listener Q: Bitcoin vs. dollars—why price comparisons fail 20:07 Bitcoin isn't a currency. It's just volatile 20:31 Listener Q: Are JEPI/JEPQ “safe” for dividends? Nope 22:04 Covered call ETFs carry hidden risks and higher costs 23:50 Listener Q: Why use bond funds instead of CDs or money market? 25:03 Bond funds vs. CDs: risk, return, and long-term expectations 27:08 Don's rant: Stop trying to game the system—good enough is good enough Learn more about your ad choices. Visit megaphone.fm/adchoices

In this Agents of Impact podcast David Bank speaks with CapShift CEO and co-founder Adam Rein ] about the growing demand for impact investing among high net worth individuals and how Capshift is addressing this need through its technology-enabled platform. ImpactAlpha and CapShift are launching Advisors' Corner, a new hub of practical resources to help financial advisors dive into impact investing.

Justin Barnette of South African Tourism talks with David Cogswell of Insider Travel Report about Africa's Travel Indaba trade show and the country's growing appeal to U.S. and Canadian travelers. Barnett highlights the value of travel advisors, the rise in repeat visitors, and how South Africa's new “Come Find Your Joy” campaign promotes immersive, meaningful travel experiences. For more information, visit www.southafrica.net.  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.  

Henric Meinhardt, Gründer von comstruct, gibt dir Einblicke in die Bedeutung von Mentoren und Advisors beim Aufbau eines Startups. Er teilt, wie er als junger Gründer die richtigen Berater identifiziert hat, warum offene Kommunikation der Schlüssel ist und wie sich der Mentoring-Bedarf in verschiedenen Unternehmensphasen verändert. Was du lernst: Wie du die richtigen Mentoren für deine aktuelle Phase findest Warum Handlungen wichtiger sind als Worte bei der Mentor-Auswahl Wie du Beziehungen zu Mentoren aufbaust und pflegst Wann du dich von Mentoren trennen solltest ALLES ZU UNICORN BAKERY: https://zez.am/unicornbakery  Mehr zu Henric: LinkedIn: https://www.linkedin.com/in/henric-meinhardt-032b7b180/  Website: https://www.comstruct.com/  Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/ 

Jeff DeWald, Managing Member of Agribusiness Succession Advisors, talks about the biggest mistakes he sees when it comes to succession planning.

In this episode of the Netwealth Portfolio Construction podcast, Paul O'Connor is joined by Eric Almeraz from APIS Capital Advisors, Eric offers a window into the world of global small caps, where 90% of listed companies live. Eric shares his thoughts on: How to spot value and avoid traps in a universe of 19,000 stocks, many of which they think are under-researched and mispriced. Why small caps are a goldmine for shorting, with themes like Chinese renewables and broken growth stories - companies that are over-earning or benefiting from temporary booms. What makes a contrarian view profitable, and how APIS used deep research to uncover a multi-year opportunity in overlooked tech. How regulation is reshaping industries, with real-world examples. Why AI isn't just hype, discover how AI is impacting investment strategies.

The 15th annual Idaho FFA Foundation Scholarship Raffle drawing was held just outside of Star Idaho.

In Case You Missed It...  

Host agencies are hiring, but can't find qualified travel advisors. In this eye-opening episode, Kelli and Cyndi dive into the Travel Weekly article that sparked a deeper conversation about burnout, barriers to entry, and the disconnect between advisor expectations and host agency realities.We're sharing:Why over 60% of agencies report hiring strugglesHow undertrained ICs are slowing growth and causing burnoutThe difference between hobbyists and business ownersReal stats from our vetted host partners about graduate successHow boutique agencies can protect their growth (and their sanity)Why now is the time to invest in real training and certificationThis episode is a must-listen for travel advisors, host agency leaders, and anyone passionate about the future of the travel industry.

What happens when a brilliant vision meets the messy reality of execution? In the space between leadership's aspirational goals and the day-to-day work of contributors lies the often misunderstood—yet absolutely critical—role of management.Matt Lay, author of "Manage Your Gaps" and co-founder of Inflection Point Nexus Advisors, reveals why so many organizations struggle with this "messy middle."The conversation explores Matt's revolutionary EPIC model of management (Environment, Performance, Identity, Communication), the concept of Fulfillment ROI (measuring energy invested versus value received), and practical applications of Patrick Lencioni's Working Genius framework. Matt challenges traditional thinking about generational differences, arguing that what truly separates people isn't age but communication preferences and innate wiring.For founders, executives, and managers navigating today's complex workplace, this episode offers a fresh perspective on what makes teams truly thrive.Connect with Matt and Inflection Point Nexus Advisors at: ·       Website: https://www.ipnadvisors.com/·       LinkedIn – https://www.linkedin.com/in/mattley/·       Learn about Matt's book: https://manageyourgaps.com/

If you're still using AI for basic tasks like writing emails or taking notes, you're missing the real opportunity. You could be using AI to help you redesign your entire business model, identify blind spots in your leadership, generate alternative growth strategies in minutes, and more. Join host Dave Alison and Matt Seitz, as they welcome back Geoff Woods, founder of AI Leadership and author of The AI Driven Leader, for an advanced look at strategic AI applications that can transform your practice. Discover how to move beyond the "80% tasks that drive 20% of value" and start leveraging AI for the high-impact work that actually scales your business. From building your own "AI Board of Directors" to using the CRIT framework for prompting, this episode reveals practical approaches successful advisors are using to gain competitive advantage through artificial intelligence.Resources:Geoff Woods website referenced: AI LeadershipBook referenced: The AI Driver Leader: Harnessing AI to Make Faster, Smarter Decisions.Geoff Woods previous episode: AI for Financial Advisors: How to Leverage AI as a Strategic Thought Partner

Jeff DeWald, Managing Member of Agribusiness Succession Advisors, talks about the biggest mistakes he sees when it comes to succession planning.

As we've learned from “Dear Crinkle,” giving advice is HARD. So we're getting tips from the woman who made it look easy - Amy Dickinson of “Ask Amy” fame! Then, what if we already ignored the best advice? It's “I Should've Listened to My Mother!” GUEST Amy Dickinson amydickinson.com HOUSE BAND Gary Johnson SPONSORS Save 20% Off Honeylove by going to honeylove.com/[PAULA]! #honeylovepod Go to Dupe.com today and find similar products for less. It's 100% free to use. Stop wasting money on brand names and start saving with Dupe.com today. Get started at factormeals.com/paula50off and use code paula50off to get 50 percent off plus FREE shipping on your first box. Go to Quince.com/nobody for free shipping on your order and three hundred and sixty-five -day returns! Right now save twenty percent on your FIRST order and get a free cat toy at PrettyLitter.com/paula Go to helixsleep.com/paula for 27% Off Sitewide Exclusive for listeners of Nobody Listens to Paula Poundstone! Get 15% off OneSkin with the code PAULA at https://www.oneskin.co/  #oneskinpod Learn more about your ad choices. Visit megaphone.fm/adchoices

This week, I welcome Jackie Friedman, President of Nexion Travel Group, to first discuss the latest trending news in travel, including new changes from the TSA, overtourism issues, and more. Later, Friedman shares her thoughts on the state of the travel industry today, what challenges travel advisors are facing this summer, and so much more. She also offers up tips for travel advisors to further grow their business. The discussion on the state of the industry begins after the 14-minute mark. Today's episode sponsor: National Geographic-Lindblad Expeditions National Geographic-Lindblad Expeditions brings its signature style of expedition travel to the rivers of Europe in spring of 2026, with two new voyages aboard Connect—a brand-new ship that blends luxury with responsible exploration. Alongside National Geographic Experts, guests will sail the storybook landscapes of France, Germany, Belgium and beyond, enjoying all-suite accommodations and exclusive access to museums and historical sites. It’s time to see Europe differently with National Geographic-Lindblad Expeditions. Learn more at expeditions.com/europeanrivers. Have any feedback or questions? Want to sponsor the show? Contact us at Podcast@TravelPulse.com and follow us on social media @TravelPulse.See omnystudio.com/listener for privacy information.

Paul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry's most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate healthcare costs, Paul has revolutionized how insurance professionals serve their clients. Under his leadership, C & K Healthcare Advisors has grown from a regional operation to a nationally recognized organization known for its cutting-edge technology, comprehensive training systems, and unwavering commitment to agent success. Based in Pittsburgh, Pennsylvania, Paul continues to mentor agents while building the future of insurance services. His first book is set to launch on Amazon in the next few weeks.Learn more: http://www.ckhealthcareadvisors.com/Plans and products may not be available in all areas. Certain exclusions and limitations may apply.Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-building-life-insurance-practices-that-last

In this episode of ShiftShapers, host David A. Saltzman talks with Ramesh Kumar, CEO and co-founder of zakipoint health. Ramesh shares how a personal mission to help his father navigate healthcare led to a professional pursuit: transforming overwhelming claims data into actionable insights for employers, advisors, and members.The conversation explores the evolution of predictive modeling, the growing importance of fiduciary responsibility in plan design, and how AI-powered platforms are helping advisors simplify benefit decisions and improve outcomes. Ramesh offers real-world examples of how data can shape plan strategy, change behavior, and improve care—before costs spiral out of control.

Episode OverviewIn this episode of The Future-Ready Advisor, host Sam Sivarajan sits down with Kim Siegers-Robinson, a family business advisor, to explore the critical yet often overlooked aspects of family business dynamics. Kim shares powerful insights on the importance of communication in succession planning, the emotional challenges families face in wealth transitions, and why addressing the 'soft stuff' is essential for long-term success.They discuss how communication breakdowns account for 60% of family business failures, the delicate balance between fairness and equality in inheritance, and the urgent need for succession conversations. Kim emphasizes the transformative role advisors can play as bridges in facilitating family discussions, fostering trust, and helping families navigate the complex emotional landscape of wealth management and legacy planning.Key Quote"We don't have to be solving the problem—sometimes it's about caring with the human being and being curious with a light touch." --- Kim Siegers-RobinsonKey Takeaways· Communication breakdowns account for 60% of family business failures, making the 'soft stuff' crucial for success.· Succession planning requires a multidisciplinary approach that addresses both technical and emotional aspects of family dynamics.· Fairness vs. equality in inheritance is subjective and deeply emotional, requiring careful navigation and clear communication.· Advisors can act as bridges to facilitate difficult family conversations and build trust between generations.· Family meetings and letters of wishes are powerful tools for preventing conflicts and ensuring clear communication of intentions.Sound Bites· "Succession is multidisciplinary."· "Keeping the peace is just as destructive."· "We assume it's okay, right?"· "It's about maybe caring with the human being."· "You can be curious with a light touch."· "A letter of wishes helps avoid conflict."· "Improved communication fixes most problems."· "Be the bridge; be curious."Topics Discussed· 00:00 -- Navigating Family Business Dynamics· 08:46 -- The Urgency of Succession Conversations· 14:54 -- Addressing Family Conflicts and Legacy Planning· 24:20 -- Navigating Family Dynamics in Wealth Management· 31:02 -- The Importance of Family Meetings· 36:39 -- Transformative Communication in Family BusinessesResources Mentioned· Learn more about Kim Siegers-Robinson and her work in family business advisoryStay Connected with The Future-Ready Advisor· Subscribe on your favorite podcast platform to never miss an episode.·

I'll never forget Bruce's story about his car—check engine light on, a mechanic insisted it needed a $1,500 catalytic converter. Bruce knew better and fixed it by simply tightening the gas cap. That story isn't just about auto repair; it perfectly illustrates why questions a good financial advisor should ask matter. Without probing, you might be sold something you don't need. Competency—not just good intentions—matters. https://www.youtube.com/live/oyEbgdU1MGI It's not about distrust—it's about asking the right questions so you're not blindly following advice. And that principle applies fully when choosing a financial advisor, especially when your spouse might need to take over the reins someday. Why “Questions a Good Financial Advisor Should Ask” Are Essential1. The Big Picture: Comprehensive Financial Planning2. Spouse Financial Preparedness: Including Both of You3. Risk and Protection: Insurance, Deductibles, and Peace of Mind4. Tax Strategy and Social Security Planning5. Legacy Planning: Aligning Values and Wealth Transfer6. Financial Alignment Between SpousesWhy You Need These QuestionsReady to Empower Yourself With Questions a Good Financial Advisor Should Ask?Book A Strategy Call Why “Questions a Good Financial Advisor Should Ask” Are Essential Bruce makes a powerful point: finance isn't limited to investment products. Just like a mechanic or doctor examines the whole system, a skilled advisor should ask questions that uncover your entire financial ecosystem. Without comprehensive inquiry, blind spots linger—insurance gaps, overlooked risks, or hidden fees can derail your legacy. Are you unknowingly trusting a financial advisor without knowing enough about your overall financial picture? In today's complex financial world—from taxes and Social Security to estate planning, insurance, and cash flow—a narrow focus on one product is risky.Questions a good financial advisor should ask aren't optional—they're essential. They give you clarity, align planning with your goals, and ensure your spouse is equipped to manage your shared financial future. 1. The Big Picture: Comprehensive Financial Planning Bruce sums it up: “You cannot make financial decisions in a vacuum.” Advisors who focus only on investments or insurance miss how those decisions affect cash flow, taxes, estate planning, and more. Ask: What are your current net worth and cash flow statements? How do your investments, insurance, and debts interrelate? Why it matters:Like a doctor who reviews your medical history before prescribing treatment, a competent advisor will want to see your full financial picture before making recommendations. 2. Spouse Financial Preparedness: Including Both of You Too often, one spouse is left out of discussions and can feel lost if the other dies.Key questions include: Who are your trusted advisors (financial, legal, tax)? Does your spouse know how to access online accounts, passwords, and digital assets? What's your “Alternative Income Plan” for the surviving spouse? How comfortable is your spouse with the household financial framework? Bruce and Rachel discuss this as part of the LIFE framework: Liquid assets—money accessible within 15 minutes Income plan—monthly income goals Flexible investments—capital that can be reallocated Estate plan—how wealth transfers to future generations Both spouses should discuss and agree on how these pieces look today and tomorrow. 3. Risk and Protection: Insurance, Deductibles, and Peace of Mind Bruce shared his own experience with PNC: they asked about deductible choices and emotional tolerance for risk during the house fire recovery process.Essential questions a good financial advisor should ask include: What insurance do you have—life, disability, health, auto, home? Are deductibles appropriate to your cash reserves and risk tolerance? Are beneficiary designations updated and aligned with estate go...

In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss essential questions to ask when searching for a financial advisor, particularly from the perspective of their mothers. They explore the importance of understanding the advisor's process, compensation models, and the need for coordination with other professionals. The conversation emphasizes trust, transparency, and the fiduciary responsibility of advisors, providing listeners with valuable insights for making informed decisions about their financial planning. Check out our website:  beerandmoney.net For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo Takeaways Ask about the advisor's process and expected outcomes. Understand how the advisor is compensated. Inquire about the types of clients the advisor typically works with. Seek an advisor who collaborates with other professionals. Trust and transparency are crucial in the advisor-client relationship. Different compensation models can affect the advisor's focus. A fiduciary advisor has your best interests at heart. Designations can indicate a commitment to fiduciary standards. Coordination with other professionals can prevent blind spots. These questions can help ensure a good fit with an advisor. Chapters 00:00 Introduction to Financial Advisor Questions 01:06 Key Questions for Financial Advisors 07:14 Understanding Advisor Compensation Models 10:05 The Importance of Coordination with Professionals    

Ever wondered why it's so hard to get people to care about cybersecurity before disaster strikes? Joshua Wathen has a theory—and it might sound familiar to anyone who's tried to convince someone to buy insurance.In this conversation with Cam and Otis (plus a surprise appearance from thunder rolling in the Houston sky), Joshua shares his journey from Special Forces Weapons Sergeant to COO of Triad Info Sec. "We are of service to the people that are our customers, to each other, to our families," he explains, revealing the core value that drives his approach to both team building and cybersecurity.From his practical approach to hiring (where he roots out BS during interviews) to his spot-on comparison between cybersecurity and gun ownership ("if you don't understand it, you're not likely to invest in it until you get mugged"), Joshua offers refreshingly straightforward insights about protection in the digital age.Whether you're building a team, running a business, or just trying to figure out if your company needs better digital security, Joshua's blend of military precision and entrepreneurial wisdom offers a perspective you won't want to miss.More About Josh:I am Joshua Wathen, the Chief Operations Officer of Triad Info Sec, the owner of Dux Fortis Consulting and a member of the Board of Advisors for Owners In Honor.  I have chosen to help build these entities because they are Veteran Owned and help others with service and security, both physically and digitally.  My work is not a necessity at this point in my life. It is a calling. I am a US Army veteran and hold qualifications as a Special Forces Weapons Sergeant, a Special Operations Combat Medic, and an Airborne Infantryman. In that time, I learned that shiny medals are awarded for dark days done well, that people are more important than equipment, and most importantly, that your values are what make you who you are. Since leaving the military, I have become a serial entrepreneur, a husband, and a father.  I have built several businesses in different industries and helped grow many different veteran service organizations ranging from PTSD treatment to business development for transitioning veterans.  My value to any organization is that I am a team builder and a super connector.  There is nothing more powerful than putting driven, capable, and like-minded people in a room with a problem to solve.#10xYourTeam #CybersecurityMindset #FromSpecialForcesToCyberForce #ServiceOverSelf #DigitalDefenseDoneRight #TeamBeforeTech #HardTruthsSoftSkills #CyberPreparedNotScared #MissionDrivenLeadership #SecureYourFuture #EntrepreneurWithPurposeChapter Times and Titles:The Quiet Professional (With Thunder) [00:00 - 03:58]Introduction to Joshua WathenHouston storms making their presence knownInitial banter and setupFrom "Helping a Buddy" to Full Partnership [03:58 - 14:34]Joshua's journey into Triad Info SecThe progression from consultant to partnerBuilding on veteran connections"We Are of Service" [14:34 - 25:00]Defining the core cultural valueHow Joshua roots out cultural mismatches in interviewsBuilding teams that put others firstThe Cybersecurity Challenge [25:00 - 35:00]Why most people don't care about digital protectionThe "bag of dirt" approach to winning warsMaking technical concepts accessibleWhen Monday Comes and Everything's Frozen [35:00 - 47:45]Real stories of companies being hackedThe aftermath of ransomware attacksWhy prevention matters more than recoveryThe Second Amendment Parallel [47:45 - 55:00]"It's very similar to the gun culture"Why people don't invest until after they're victimsBuilding awareness before disaster strikesResources and Closing [55:00 - End]Joshua as the "informal concierge for veteran everything."How to connect

Paul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry's most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate healthcare costs, Paul has revolutionized how insurance professionals serve their clients. Under his leadership, C & K Healthcare Advisors has grown from a regional operation to a nationally recognized organization known for its cutting-edge technology, comprehensive training systems, and unwavering commitment to agent success. Based in Pittsburgh, Pennsylvania, Paul continues to mentor agents while building the future of insurance services. His first book is set to launch on Amazon in the next few weeks.Learn more: http://www.ckhealthcareadvisors.com/Plans and products may not be available in all areas. Certain exclusions and limitations may apply.Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-why-top-agents-choose-c-k-healthcare-advisors-for-senior-market-success

Paul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry's most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate healthcare costs, Paul has revolutionized how insurance professionals serve their clients. Under his leadership, C & K Healthcare Advisors has grown from a regional operation to a nationally recognized organization known for its cutting-edge technology, comprehensive training systems, and unwavering commitment to agent success. Based in Pittsburgh, Pennsylvania, Paul continues to mentor agents while building the future of insurance services. His first book is set to launch on Amazon in the next few weeks.Learn more: http://www.ckhealthcareadvisors.com/Plans and products may not be available in all areas. Certain exclusions and limitations may apply.Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-why-top-agents-choose-c-k-healthcare-advisors-for-senior-market-success

Key Highlights:-Signs your current tech stack might be holding you back.-Why decentralized, stagnant systems are a red flag.-The importance of automation, integration, and mobile access.-What top-performing firms are using today (hint: Salesforce, AI, and more).-How to evaluate new tools without getting overwhelmed by vendor hype.-The hidden risks of relying on key-person knowledge and disconnected data.-How small tech improvements can deliver massive results over time.Whether you're building your firm or planning for succession, this episode is packed with tactical insights to help you make smarter, more future-ready technology decisions.Ready to audit your tech stack or just want a second opinion? Contact Sue at SueCheema@eliteconsultingpartners.com or Stacey at Stacey@eliteconsultingpartners.com.

James Martinez is a Media Ecologist, radio personality, and pioneer in disruptive technologies and their effects on culture and human awareness. Born in San Diego, California, he has been at the forefront of radio communications and behavior modification. After attending the University of Arkansas, he began working with retired Federal Customs Officer Lars C. Hansson, author of U.F.O., Aliens and "Ex" Intelligence Agents: Who's Fooling Whom?—a groundbreaking exposé on intelligence agency cover-ups. He later collaborated with a retired Naval Intelligence Officer, deepening his expertise in citizen-led intelligence and investigative research. Martinez's work led him to the late Walter Bowart, a leader in the 1960s counter-culture movement and founder of The East Village Other (E.V.O.), the first underground newspaper in New York City. Bowart's seminal work, Operation Mind Control (1978), exposed sanctioned government mind control programs, and Martinez partnered with him to advance research in media ecology, behavior modification, neuro-linguistics, and hypnosis. Before his collaboration with Bowart, Martinez trained under leading remote viewer Marianne Shenefield and former O.S.S. officer Virgil Armstrong. Recognized for his contributions, Martinez was appointed to the Board of Advisors for the Freedom of Thought Foundation, working alongside thought leaders such as Bowart, Col. Fletcher Prouty (The Secret Team), Col. Thomas Bearden (The Excalibur Briefing), and John McGuffin (The Guinea Pigs). The foundation sought to protect cognitive liberty and repeal the National Security Act of 1947. His work on Operation Mind Control: Volume 2 played a key role in exposing MK-ULTRA worldwide, highlighting the dangers of cognitive manipulation and advancing the discourse on strategic countermeasures. In 1989, Martinez and his peers at the Freedom of Thought Foundation recognized the revolutionary potential of Cold Fusion, as discovered by Stanley Pons and Robert Fleischmann, and advocated for its deployment as a sustainable energy solution. In 2007, Martinez was elected Director of Public Affairs for S.O.M.A. Corporation (Semiotic Off-Screen Media Affairs), the first consulting firm dedicated to using technology for behavior modification and public healing through media. Martinez's work continues to shape global conversations on media, finance, and energy. As a thought leader and innovator, his mission remains steadfast: to safeguard cognitive liberty, drive sustainable energy adoption, and challenge systems of control that threaten human freedom. James on X https://x.com/Electric11Media James on Patreon:   / jamesmartinezmedia Watch MK ULTRA TUNNELS SURVIVOR - Annalie    • MK ULTRA TUNNELS SURVIVOR - Annalie Cummin... Watch MK ULTRA HORROR STORY - CATHY O'BRIEN https://youtube.com/live/PffqezE32HU Shaun's new book links: Sitdowns with Serial Killers & Murderers Amazon UK: https://www.amazon.co.uk/Sitdowns-Mur... Amazon USA: https://www.amazon.com/Sitdowns-Murde... Shaun Attwood's social media: TikTok:   / shaunattwood1  Instagram: https://www.instagram.com/shaunattwoo... Twitter:   / shaunattwood  Facebook:   / shaunattwood1  Patreon:   / shaunattwood  Odysee: https://odysee.com/@ShaunAttwood:a #podcast #truecrime #news #usa #cia #survival #politics

From creating meaningful advisor experiences to staying agile in a fast-moving industry, Brian shares his perspective from the top - and what it takes to lead with purpose.Tune in for behind-the-scenes insights from the IGNITE conference floor.

If you've been enjoying The Independent Advisors podcast for a while now and want to take the next step in your financial journey, I'd encourage you to head to our website, jessupwealthmanagement.com. Matt offers a 15-minute initial call where you can discuss your financial goals and see if JWM is a good fit for your needs. Scheduling is easy—once you land at jessupwealthmanagement.com just click “Schedule Initial Call” and select a time that works best for you!  There's a quick survey to fill out that will help guide the conversation and ensure your time is used efficiently. If you're ready to learn more, visit jessupwealthmanagement.com and book your call today!Show Notes:Post on X from Nautilus Research on 7.7.25 - https://x.com/NautilusCap/status/1942202402414743758Blog post from Ben Carlson titled “Not all stocks Recover Their Losses” on 5.30.25 - https://awealthofcommonsense.com/2025/05/not-all-stocks-recover-their-losses/ Today's topics:·       Current election year performance tracking seasonal patterns ·       Individual Stock Performance Research ·       Market Cycle Positioning ·       Tariff Policy Updates ·       Real Estate Market Concerns ·      Genius Act passed with significant provisions to Stablecoin Legislation

About the Lecture: The American Constitution is the world's oldest. It was designed by our Founders to withstand the storms of faction, geographic expansion, war – and even Civil War. The Founders studied history. They knew that democracies always fail. Plato writes in The Republic that “democracies always become tyrannies.” How is it that our 235-year-old Constitution still governs our land? In a phrase - “checks and balances”. The Constitution has internal mechanisms that, while imperfect, were created because men are quite imperfect. Just as sailor must tack back and forth to reach his destination, the Constitution forces us to share and exchange the leavers of power to keep the ship of state from floundering and on course. When someone says, “the Electoral College is un-democratic”, a fair reply may be - “Of course it is. We are a republic, not a democracy.” Even so, America is much more democratic than most all republics in choosing a head of state. Was Mr. Churchill's name on the ballots of all Englishmen? Was Mr. Trudeau's name on the ballots of all Canadians? Decidedly not. We will explore why virtually all sustained republics embrace “checks and balances” and a “two-step” electoral processes - not simple majority rule. There is nothing simple about self-government About the Speaker: Mr. Michael C. Maibach is a seasoned professional in global business diplomacy. From 2003 to 2012, he was the President & CEO of the European-American Business Council after serving for 18 years as the Vice President of Global Government Affairs for the Intel Corporation. Today, he is a Trustee and Managing Director of the James Wilson Institute, and a Distinguished Fellow on American Federalism at Save Our States. Mr. Maibach has earned M.A. degrees from Northern Illinois University, Georgetown University, Ashland University, and The Institute of World Politics, where he also serves as a member of our Honorary Board of Advisors. He frequently speaks at schools and civic groups to discuss and defend the Founders' Constitution and their Electoral College design.

Our guests today are Pierre and Morgen Rochard, co-hosts of the “Bitcoin for Advisors” podcast and leading advocates for integrating Bitcoin into long-term financial planning. In this episode, Pierre shares how Austrian economics and open-source philosophy led him to Bitcoin in 2012, and how his new venture, “The Bitcoin Bond Company”, aims to unlock institutional credit markets using sound money. Morgen reflects on her background in traditional finance and explains how she helps individuals match long-term goals with long-term assets like Bitcoin. We discuss the cultural clash between fiat excess and Bitcoin values, the growing trend of corporate treasury adoption, and the risks of financialization without education. Pierre and Morgen break down the freedoms enabled by Bitcoin, and caution against over-leveraging and chasing returns. Above all, this is a conversation about financial sovereignty, purposeful planning, and bridging old systems with a better monetary future.► This episode is part of the "Bitcoin Vegas 2025 Special" in collaboration with Ben Samocha, Founder of Israel's CryptoJungle and Crypto Talks podcast.► If you got value, please like, comment, share, follow  and support my work. Thank you!-- SPONSORS & AFFILIATES --►► Get your TREZOR wallet & accessories, with a 5% discount, using my code at checkout (get my discount code from the episode - yep, you'll have to watch it): https://affil.trezor.io/SHUn ►► Get 10% off on Augmented NAC, with the code YCXKQDK2 via this link: https://store.augmentednac.com/?via=efrat (Note, this is not medical advice and you should consult your MD)►► Watch “New Totalitarian Order” conference with Prof. Mattias Desmet & Efrat - code EFRAT for 10% off: https://efenigson.gumroad.com/l/desmet_efrat ►► Get a second citizenship and a plan B to relocate to another country with Expat Money, leave your details for a follow up: https://expatmoney.com/efrat ►► Join me in any of these upcoming events: https://www.efrat.blog/p/upcoming-events -- LINKS –Morgen's Twitter: https://x.com/MorgenRochard Pierre's Twitter: https://x.com/BitcoinPierre Bitcoin for Advisors Podcast: https://bit.ly/40gk46q Efrat's Twitter: https://twitter.com/efenigsonEfrat's Telegram: https://t.me/efenigsonBen's Twitter: https://x.com/bensamocha Ben's LinkedIn: https://www.linkedin.com/in/ben-samocha/ Watch/listen on all platforms: https://linktr.ee/yourethevoiceSupport Efrat's work: ⁠https://www.buymeacoffee.com/efenigson   ⁠Support Efrat with Bitcoin: https://geyser.fund/project/efenigson-- CHAPTERS –00:00 Coming Up…01:10 Introducing Pierre & Morgen Rochard02:30 Reflections on Vegas & The Bitcoin Conference05:30 Wall Street, Nation States & Individual Adoption06:48 From a Doomer Mindset to A Constructive Transition10:20 Discovering Bitcoin: Their Personal Journeys & Austrian Economics14:30 What Makes Bitcoin Special?17:35 How Bitcoin enables rational decision-making19:20 Bitcoin Bond Company Explained: Bridging Traditional Finance27:00 Spiritual Foundations for Honest Money28:45 Biggest Risks and Rewards for Bitcoin33:45 Financial Education & Financial Planning36:35 Ripple/XRP Lobbying & Misinformation Campaigns41:30 Ripple Funding $5m for Anti-Climate Anti-Bitcoin Campaign  44:10 Bitcoin Treasury Companies: The Trend49:40 How to Build a Bitcoin-Aware Portfolio54:00 Most Memorable Research at Riot59:50 Finding Hope in God, Family & Community

In this Mission Matters episode, Adam Torres interviews Hang Kei Simon Wong, Member of the Board of Advisors at Apis Cor Inc. Simon discusses his role in the Milken Institute's Young Leaders Circle, his sabbatical filled with Arctic expeditions, and how extreme exploration informs his approach to corporate transformation This interview is part of the Milken Global Conference coverage by Mission Matters. Big thanks to the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Milken Institute⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for inviting us to cover the conference. Follow Adam on Instagram at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/askadamtorres/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.lpages.co/podcastguest/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Visit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠More FREE content from Mission Matters here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://linktr.ee/missionmattersmedia⁠⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Trading Vehicles; Buy or Lease - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

 In this episode, Jimmy sits down with Brian Rhodes, founder of Auto Shop Recruiting and a 20-year veteran of talent acquisition, to crack the code on hiring techs and advisors in a market where “Help Wanted” banners are everywhere. Brian explains why the old “post-and-pray” ad doesn't work anymore—and how independent shops can compete head-to-head with dealers, chains, and even OEM training programs for A-level talent. 

Alex Newman returns to The Advisor Journey to share his innovative two-pronged approach to growing Grape Wealth Management: building a vibrant community of retirees through in-person events while implementing advanced AI systems for practice efficiency.Alex reveals how his "Retire Temecula" events have evolved from just five attendees to gatherings regularly drawing 80-150 people, creating powerful organic growth opportunities. Simultaneously, he explains his custom AI implementations for personalized client newsletters, content creation, and SEO optimization.This episode offers a masterclass in balancing high-touch relationship building with cutting-edge technology implementation. Advisors will gain practical insights on creating community-centered events that attract ideal clients and leveraging AI tools to enhance client service while streamlining marketing efforts.ABOUT ALTRUIST: We're on a mission to make independent financial advice better, more affordable, and accessible to everyone. As a modern custodian, Altruist helps high-growth, client-centric, and tech-forward RIAs deliver great advice to more clients at lower costs. Want to find out how Altruist can help you grow? Talk to our team by visiting www.altruist.com/talk-to-us STAY CONNECTED: Instagram ► https://www.instagram.com/altruistcorp/ Twitter ► https://x.com/altruist Linkedin ► https://www.linkedin.com/company/altruistcorp/ ABOUT THE ADVISOR JOURNEY: Real-life strategies for the modern financial advisor who's ready to scale. Join Altruist leaders and guests as they share proven tactics, unfiltered advice, and hard-won lessons you can apply to your own practice. These conversations will propel your career to the next level—don't miss it. Disclaimer: Altruist Corp ("Altruist") offers technology and tools designed to help financial advisors achieve better outcomes. Advisory and certain other services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of FINRA/SI...

This week on The Bulletin, Mike and Clarissa discuss the investigation into former President Joe Biden's cognitive acuity and his pardons in his last days in office. Then, they talk about the mass deportation of Afghan refugees from Iran. Finally, financial advisor David Bahnsen provides a 101 on the national debt, how the ‘One Big Beautiful Bill' will affect the debt, and what it would take to start paying it back off.  GO DEEPER WITH THE BULLETIN: Take our survey for a chance to win a free sweatshirt.  Join the conversation at our Substack. Find us on YouTube. Rate and review the show in your podcast app of choice. ABOUT THE GUESTS:  David Bahnsen is the managing partner and chief investment officer of The Bahnsen Group, a wealth management firm based in Newport Beach, California. Bahnsen has been named as one of Forbes' Top 250 Advisors, Financial Times' Top 300 Advisors in America, and Barron's America's Top 1200 Advisors.   ABOUT THE BULLETIN: The Bulletin is a twice-weekly politics and current events show from Christianity Today moderated by Clarissa Moll, with senior commentary from Russell Moore (Christianity Today's editor in chief) and Mike Cosper (director, CT Media). Each week, the show explores current events and breaking news and shares a Christian perspective on issues that are shaping our world. We also offer special one-on-one conversations with writers, artists, and thought leaders whose impact on the world brings important significance to a Christian worldview, like Bono, Sharon McMahon, Harrison Scott Key, Frank Bruni, and more. The Bulletin listeners get 25% off CT. Go to https://orderct.com/THEBULLETIN to learn more. “The Bulletin” is a production of Christianity Today Producer: Clarissa Moll Associate Producer: Alexa Burke Editing and Mix: Kevin Morris Music: Dan Phelps Executive Producers: Erik Petrik and Mike Cosper Senior Producer: Matt Stevens The communication in this episode is provided for informational purposes only and expresses views of David Bahnsen, an investment adviser. This does not constitute investment advice. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode of Grow a Small Business, host Troy Trewin interviews Nelly Gal, founder of Live Vibrant Wellness & Esthetics, who shares her incredible story of going from $0 to building a $2M+ med spa business in just four years. Nelly opens up about supporting 12 family members back in Cuba, working only three days a week, and how she overcame burnout while scaling her clinic. She dives into the mindset shifts that helped her grow, the power of trusting her team, and why true success means having wealth without sacrificing joy or health. It's a must-listen for entrepreneurs, especially women, seeking inspiration to build a thriving business and life on their own terms. Other Resources: When should a growing small business have a Board of Directors or Advisors?en should a growing small business have a Board of Directors or Advisors? Get a return from an effective Chairperson of a Board Why would you wait any longer to start living the lifestyle you signed up for? Balance your health, wealth, relationships and business growth. And focus your time and energy and make the most of this year. Let's get into it by clicking here. Troy delves into our guest's startup journey, their perception of success, industry reconsideration, and the pivotal stress point during business expansion. They discuss the joys of small business growth, vital entrepreneurial habits, and strategies for team building, encompassing wins, blunders, and invaluable advice. And a snapshot of the final five Grow A Small Business Questions: What do you think is the hardest thing in growing a small business? According to Nelly Gal, the hardest part is changing your own mindset and truly believing in yourself. She says overcoming self-doubt and imposter syndrome is tougher than any operational or financial challenge. What's your favorite business book that has helped you the most? Nelly Gal shares that Traction by Gino Wickman has been one of the most impactful books for her business journey, along with favorites like Atomic Habits and The 4-Hour Workweek. Are there any great podcasts or online learning resources you'd recommend to help grow a small business? Nelly Gal reveals that her biggest resource lately is actually ChatGPT and exploring AI tools. She's also invested in learning platforms like the app Cursive to deepen her knowledge of AI and tech for business. What tool or resource would you recommend to grow a small business? Nelly Gal strongly recommends having a solid CRM like Go High Level, using QuickBooks for finances (handled by her accountant), and above all — mastering AI tools like ChatGPT to save time and unlock new strategies. What advice would you give yourself on day one of starting out in business? Nelly Gal would tell her younger self: keep going, it gets better. Believe in yourself, stay patient, and know that you're far more capable than you think — your hard work will create something that feeds people, brings joy, and changes lives. Book a 20-minute Growth Chat with Troy Trewin to see if you qualify for our upcoming course. Don't miss out on this opportunity to take your small business to new heights! Enjoyed the podcast? Please leave a review on iTunes or your preferred platform. Your feedback helps more small business owners discover our podcast and embark on their business growth journey.     Quotable quotes from our special Grow A Small Business podcast guest: Success isn't a number in your bank account — it's working three days a week, caring for your family, and living without burnout — Nelly Gal Trust your gut when hiring; the wrong person in the wrong seat will cost you more than you can imagine — Nelly Gal Invest in ads, invest in your team, and most importantly, invest in yourself — because your growth is the foundation of your business — Nelly Gal

This week, David Lau talks with John Thiel, Founder and Executive Chairman of Indivisible Partners. They explore the evolution of financial advising, client-centric service, risk management, and building an innovative, advisor-owned RIA platform designed for growth, customization, and long-term client impact. Learn more at https://www.dplfp.com/series/advisor-revelations-podcast.

In this episode of ShiftShapers, host David A. Saltzman welcomes Sally Pace, CEO of Connect Healthcare Collaboration and co-founder of The Granite List—a platform built to help benefits advisors compare point solutions with clarity and confidence.Sally shares how her background in storytelling and communication led to the creation of employee engagement strategies that bridge the gap between tech and human connection. From clinical and benefits advocacy to empowering advisors with transparency tools, Sally emphasizes how trust, education, and personalization are reshaping the future of benefits.

During the recent Dublin Tech Summit, I recorded a series of podcasts. In my second podcast I caught up with Oisin Hanrahan, the Co-founder and CEO of Keychain who I had interviewed the year before at last year's Dublin Tech Summit.Oisin talked about what has happened since we last spoke, AI, Trump's tariffs, his talk at this year's Dublin Tech Summit and more.More about Oisin:Oisin Hanrahan is the Cofounder and CEO of Keychain, a manufacturing platform for the packaged goods industry that is backed by $18 million from Lightspeed Venture Partners, BoxGroup, and SV Angel. Prior to founding Keychain, he served as the CEO of NASDAQ-listed Angi Inc. Before becoming CEO, he served as Chief Product Officer of Angi, where he was responsible for all product and technology strategy.He joined Angi in 2018 when Handy, the company he co-founded and led as CEO, was acquired by the company. Mr. Hanrahan built Handy to hundreds of millions of dollars of revenue, and raised over $100 million in institutional capital. Mr. Hanrahan served the US Commerce Secretary on the Digital Economy Board of Advisors from 2016 to 2017. While working on the issue of worker classification, he addressed unions, congressmen, and senators, including the US Senate Democratic Caucus.His work has been covered extensively by major media, including The Wall Street Journal, New York Times and Forbes. He has appeared frequently on CNBC, MSNBC, Fox and Bloomberg and has given talks at conferences, including Milken Institute and Web Summit. He is an active angel investor and advisor, with a portfolio of over 50 companies. Mr. Hanrahan studied for his MBA at Harvard Business School, earned a Masters in Finance from the London School of Economics, and a Business and Economics degree from Trinity College Dublin.

Review Your Finances - Join Certified Financial Planners Greg Cooley and Bubba Labas on another episode of Advisors' RoundTable!

The world economy in early 2025 has been a roller coaster to say the least. Joining Chris to discuss the macroeconomic trends, news, and commentary - and what it might mean to you - are members of the Waggoner team - Founder, CEO Eric Waggoner, and Investment Associate, Mark Hu!

Episode 101: This week, Kyle Van Pelt talks with Nelly Mubashi, CEO of Northwest Asset Management and RIA Innovations. They discuss how advisors can build their own RIA easily and confidently. Nelly also shares her remarkable journey from receptionist to CEO, the importance of culture in growing a company, and how Northwest Asset Management and RIA Innovations can be the launchpad for advisors going independent. In this episode: (00:00) - Intro (01:50) - Nelly's money moment (07:16) - Why Nelly chose the RIA space over larger firms (08:42) - Launching an RIA in the middle of the 2008 financial crisis (10:26) - Maintaining company culture across a growing, remote team (13:25) - Why Nelly offers à la carte services instead of a one-size-fits-all model (15:19) - Designing the tech stack at Northwest Asset Management ( 17:59) - Integrating technology across platforms without chaos (20:35) - Making sense of business data in a multi-platform world (23:36) - The ideal advisor fit for Northwest Asset Management (25:53) - How the firm attracts and retains breakaway advisors (28:27) - What's next for RIAs: trends, predictions, and a trust company (32:59) - Nelly's Milemarker Minute (35:38) - Nelly's “why” for founding Northwest Asset Management Key Takeaways Breaking away from a big firm doesn't mean sacrificing service or professionalism. Advisors often fear that going independent means a downgrade in service or technology. But with the right support model—like the one Nelly has built—advisors can maintain (or even enhance) client experience while gaining freedom and flexibility. Culture is a competitive advantage, even in a remote-first environment. As firms scale and spread out geographically, intentional communication, responsiveness from leadership, and regular team engagement are essential to maintaining a strong, connected culture that supports both staff and advisors. One-size-fits-all platforms limit advisor growth—flexibility is key. Offering à la carte services gives advisors the ability to build the business that works best for them. By avoiding rigid packages and letting advisors customize what they outsource, firms can better serve a wider range of needs and goals. Technology should empower—not complicate—advisor independence. Having a curated but flexible tech stack, paired with an experienced ops team, allows advisors to plug in and focus on clients instead of platforms. Integration and data visibility across systems are essential to scale effectively without losing clarity. Quotes "We're looking for advisors who are simple. They don't take a lot of risk, are easy to manage, and their clients can be scaled up." ~ Nelly Mubashi "When thinking about our services, we're making sure that we are providing the highest level of service and the highest level of technology so that advisors have that great experience. They don't feel like they're getting downgraded because you know they're moving to a small RIA." ~ Nelly Mubashi "I want to make sure that advisors have a platform where they feel comfortable and don't feel too small for someone to pay attention to them." ~ Nelly Mubashi Links  Nelly Mubashi on LinkedIn Northwest Asset Management RIA Innovations U.S. Bank Piper Jaffray (now Piper Sandler) UBS Charles Schwab Fidelity Investments Tamarac Orion Advisor Solutions eMoney Advisor Envestnet | MoneyGuide Holistiplan Nitrogen SS&C Salentica Start with Why by Simon Sinek Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Learn more at Turncast.com.

Highlights include:-Why the “decision-makers” are often not the “doers” - and how that derails success.-The importance of internal champions (and the risks of choosing the wrong one).-How to turn resistance into results with empathy, inclusion, and smart incentives.-JEDI's approach to change management and tech implementation that actually works.If your firm is considering a new CRM - or struggling to make the one you have actually deliver ROI - this episode will show you how to bridge the gap between vision and execution.Ready to bring your data systems into alignment? Visit www.eliteconsultingpartners.com/podcast to listen to more episodes or reach out to the team directly at www.jedidatabasesolutions.com.

In this episode, Matt and Micah discuss the inevitability of mistakes in client management and the importance of addressing them effectively. They emphasize the need for setting expectations with clients, taking ownership of errors, and having a structured process for handling mistakes. The conversation covers both major and minor issues, highlighting the significance of communication, accountability, and continuous improvement in client relationships.