Podcasts about Advisory

David Flores Wilson, CFA, CFP®, CEPA®, Co-Founder and Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute.Learn more: https://sincerusadv.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-flores-wilson-managing-partner-at-sincerus-advisory

What if your onboarding process could become your most powerful referral engine? Most advisors overlook onboarding as a strategic growth tool—and that's a mistake. In this episode, Brendan Frazier sits down with Libby Greiwe, founder of The Efficient Advisor, podcast host, and author of The First 100 Days: The Advisor's Blueprint for a Remarkable Client Experience. Libby walks through how to assess your current process, design it around your clients' emotions, and shift their experience from uncertainty to confidence. All while laying the foundation for lifelong loyalty and a steady stream of referrals. You'll Learn:  How you can assess your onboarding process to identify areas for improvement  Designing your onboarding experience to align with your clients' emotions  The three layers that make up a great onboarding process  How a “Domino's pizza tracker” style system can help keep clients informed and engaged  How hosting signing parties for paperwork could reduce friction and improve the client experience  The role of remarkable human connections and clear expectations plays in onboarding success  *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources:  The First 100 Days Course Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Libby Greiwe:  The Efficient Advisor LinkedIn: Libby Greiwe About our Guest:  Libby Greiwe helps financial advisors build efficient, systematized businesses—so they can work less, feel less overwhelmed, and fall back in love with their practice. When she began her career in financial services, Libby was logging 80-hour weeks at a large brokerage firm. It didn't take long for her to recognize that most advisors weren't struggling due to a lack of knowledge—they were struggling because they lacked efficient systems. That realization set her on a mission to change the way advisors work. Through The Efficient Advisor, Libby now teaches advisors how to organize their practice, streamline operations, and deliver an exceptional client experience—while reclaiming their time and energy. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

A seven-figure portfolio can feel like a green light for retirement—but the numbers don't always tell the full story. In one case study, a couple with over $1 million saved faced a withdrawal rate close to 14% based on their desired lifestyle. That's nearly three times higher than what's typically considered sustainable.This story is a reminder that retirement success isn't just about hitting a number, it's about how your money is structured to support your life.A solid plan makes the difference between retiring with confidence and retiring with uncertainty.Let's help you build the kind of plan that lasts.- Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

In this episode of Accountants Minute Podcast, Peter Towers, Founder and Managing Director of ESS BIZTOOLS, explores how accountants, bookkeepers and business advisors can offer powerful value to SME clients through capital raising advisory services. Peter explains the immense opportunity in helping SMEs raise funds through Crowd-Sourced Funding (CSF) Equity Raising and Early-Stage Innovation Company (ESIC) status. These services not only help clients grow without debt but also open new revenue channels for your firm – such as virtual CFO roles and strategic advisory board positions. You'll gain insight into: ✅ How to guide clients through the CSF and ESIC processes ✅ Eligibility rules, documentation requirements, and ATO/ASIC compliance ✅ Why most CSF applications are rejected – and how to help your clients avoid that fate ✅ How your firm can differentiate and grow with these services You can also access our podcast on: Amazon Music Apple Podcasts Audible Spotify YouTube    

What if work became a choice, not a requirement?The Early Retirement Podcast is here to help you navigate the path to financial independence, so you can retire when you want and live how you want. Whether you're nearing retirement or just starting to plan, this podcast delivers clear, actionable insights designed to simplify your biggest financial decisions.We focus on strategies that make a real impact—from tax planning moves that may unlock $100,000+ in lifetime savings, to investment and withdrawal strategies that align with your values and goals. It's not about chasing perfection, it's about creating a plan that gives you freedom, clarity, and peace of mind.Because at the end of the day, early retirement isn't just about leaving your job, it's about building a life you don't want to escape from.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

For the first episode of the APAC edition of Unpacking the Digital Shelf, Teresa is joined by Paul Brooks, former GM of Retail Media at Coles360 to discuss the retail media scene in Australia. Paul shares his journey building one of Australia's largest retail media networks, the growth phases retailers go through, and the real-world trade-offs that come with scaling these platforms. We also explore how Australia compares to the US, UK, and Asia – and what brands need to focus on to win in this fast growing landscape.

Welcome back to the number one podcast in AEC, KP Unpacked, where AI, innovation, and the built world collide.In this episode of the AI in AEC series, Jeff Echols (Executive Director, Catalyst) is joined by Frank Lazaro (Head of Advisory, KP Reddy Co.) for a strategic deep dive into how AEC firms can assess and improve their innovation readiness before adopting AI or any new tech.They break down the DIAL Framework, a free assessment designed to benchmark your firm's innovation posture across six critical pillars:Internal InnovationExternal InnovationCultureEcosystemTech AdoptionBlue Sky ThinkingYou'll hear real-world insights from working with dozens of AEC firms, stories of siloed departments unknowingly duplicating efforts, and practical advice for creating sustainable innovation systems across your organization.Whether you're a disruptor, adopter, or laggard, this episode gives you the tools to find out where you stand, what to fix, and how to move forward.

l quadro di riferimento settimanale a cura del Team Advisory di Ersel per la settimana del 30 giugno 2025. I principali temi: modalità summer party per Wall Street, conflitto Iran-Israele, l'accordo tra Usa e Cina, le future mosse di Trump e della Fed. Restate aggiornati e buon ascolto!Il presente podcast è destinato esclusivamente a scopi informativi/ di marketing non sostituendosi al prospetto informativo o ad altri documenti legali di prodotti finanziari ivi eventualmente richiamati. Nel caso, si prega di consultare il prospetto dell'OICVM/documento informativo e il documento contenente le informazioni chiave per gli investitori (KID) prima di prendere una decisione finale di investimento che può essere effettuata solo previa valutazione dell'adeguatezza del servizio o dello strumento finanziario rispetto al profilo individuato con il questionario MiFID. Solo la versione più recente del prospetto, dei regolamenti, del Documento chiave per gli investitori, delle relazioni annuali e semestrali del fondo può essere utilizzata come base per decisioni di investimento. Il presente podcast non costituisce né un'offerta né una sollecitazione all'acquisto, alla sottoscrizione o alla vendita di prodotti o strumenti finanziari o una sollecitazione all'effettuazione di investimenti. Ersel ha verificato con la massima attenzione tutte le informazioni rappresentate nel presente podcast e compiuto sforzi per garantire che il contenuto di questo podcast sia basato su informazioni e dati ottenuti da fonti affidabili, ma non garantisce della loro esattezza e completezza non assumendosi alcuna responsabilità. Ersel non si assume alcuna responsabilità circa le informazioni, le proiezioni o le opinioni contenute nel presente podcast e non risponde dell'uso che terzi potrebbero fare di tali informazioni, né di eventuali perdite o danni che possano verificarsi in seguito a tale uso. Il presente podcast può fare riferimento alla performance passata degli investimenti: i rendimenti passati non sono indicativi di quelli attuali o futuri. Le indicazioni e i dati relativi agli strumenti finanziari, forniti dalla Società, non costituiscono necessariamente un indicatore delle future prospettive dell'investimento o disinvestimento. È vietata la riproduzione e/o la distribuzione del presente podcast, non espressamente autorizzata.

This week on News Now, reporter Taylor Inman is covering major updates from around Northwest Montana. Glacier Park International Airport announces a partial closure for July 2026, with limited weekend operations due to much-needed runway repairs. In Bigfork, prosecutors file a felony vehicular homicide charge after a deadly New Year's crash allegedly fueled by alcohol.Plus, the Confederated Salish and Kootenai Tribes issue a fish consumption advisory along parts of the Clark Fork, Bitterroot, and Blackfoot Rivers following confirmation of high contaminant levels. And in some good news, the Daily Inter Lake is named Montana's best daily newspaper for the second year running!Read more of this week's stories: Glacier Park International Airport to operate on limited hours over July 2026 for runway repairsWoman charged in deadly New Year's Day wreck near BigforkCSKT issues fish consumption warning for three riversDaily Inter Lake stakes claim as Montana's best newspaper!A big thank you to our headline sponsor for the News Now podcast, Loren's Auto Repair! They combine skill with integrity resulting in auto service & repair of the highest caliber. Discover them in Ashley Square Mall at 1309 Hwy 2 West in Kalispell Montana, or learn more at lorensauto.com. In Season 3 of Daily Inter Lake's Deep Dive podcast, we explore the devastating fire that struck the small town of Noxon, Montana. By the end of the day on February 27, 2024, three-quarters of the town's business community were wiped out. Listen to the two-part story on any audio platform you prefer, or watch the series on our YouTube channel.Visit DailyInterLake.com to stay up-to-date with the latest breaking news from the Flathead Valley and beyond. Support local journalism and please consider subscribing to us. Watch this podcast and more on our YouTube Channel. And follow us on Facebook, Instagram and X. Got a news tip, want to place an ad, or sponsor this podcast? Contact us! Subscribe to all our other DIL pods! Keep up with northwest Montana sports on Keeping Score, dig into stories with Deep Dive, and jam out to local musicians with Press Play.

You've probably heard that maxing out your 401(k) and IRA is the smartest move you can make. But for many investors, that strategy alone may lead to a surprising challenge: becoming "qualified rich, cash poor." In other words, having plenty saved, but locked away in accounts you can't easily access without tax consequences or penalties.That's where the often-overlooked brokerage account comes in.Also called a taxable, individual, or joint account, the brokerage account offers unmatched flexibility. No age restrictions. No early withdrawal penalties. And potential long-term capital gains tax treatment instead of higher ordinary income rates. That can make a big difference when it comes time to actually enjoy what you've saved.More than just a retirement supplement, brokerage accounts give you the freedom to fund mid-term goals, adjust to life's unexpected changes, or even retire earlier. They also play a key role in long-term tax planning by allowing you to pull from different types of accounts—pre-tax, Roth, and brokerage—based on what's most efficient each year.A truly thoughtful financial plan isn't just about growing wealth. It's about having access to it, when and how you need it most.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Retirement accounts like 401(k)s and IRAs often get all the attention, but there's another tool that can play a powerful role in your long-term strategy: the humble brokerage account.Unlike retirement accounts with age restrictions and penalties, brokerage accounts offer flexibility. You can access funds at any time, for any purpose without early withdrawal penalties. That kind of control can be incredibly valuable, especially if your goals include retiring early, helping family, or funding big life moments along the way.Having a mix of account types—pre-tax, Roth, and brokerage—can give you more control over your income and taxes in retirement. It also helps you avoid a common challenge: having most of your wealth tied up in accounts that are difficult (or costly) to access when you need them most.A thoughtful strategy includes more than just maxing out retirement accounts. It's about building flexibility, tax efficiency, and confidence into every stage of your financial life.- Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

CGP looks at the growth of the UT athletic department under Dr. White The Learfield Director's Cup result EA's toughest places to play

Restaurant industry legend Earl Dardick joins Paul Barron and Anna Tauzin on Restaurant Masterminds to reveal how catering can transform your restaurant's profitability. From his experience with Off Premises Growth Academy, Earl shares why CEO buy-in is non-negotiable, how catering can represent 20% of business while delivering 50% of profits, and why successful operators treat catering as a separate business rather than a menu add-on. Learn about the technology challenges plaguing the industry, the real investment required to scale catering operations, and why local community engagement remains crucial even as AI reshapes food service. Whether you're running a single location or managing a multi-unit brand, this episode delivers actionable insights on building a million-dollar off-premises business.~This episode is sponsored by: Gusto → https://gusto.pxf.io/PBN ~#1 rated HR platform for payroll, benefits, and moreWith Gusto's easy-to-use platform, you can empower your people and push your business forward. See why over 400,000 businesses choose Gusto.RestaurantCatering #OffPremisesDining #RestaurantBusinessGet Your Podcast Now! Are you a hospitality or restaurant industry leader looking to amplify your voice and establish yourself as a thought leader? Look no further than SavorFM, the premier podcast platform designed exclusively for hospitality visionaries like you. Take the next step in your industry leadership journey – visit https://www.savor.fm/Capital & Advisory: Are you a fast-casual restaurant startup or a technology innovator in the food service industry? Don't miss out on the opportunity to tap into decades of expertise. Reach out to Savor Capital & Advisory now to explore how their seasoned professionals can propel your business forward. Discover if you're eligible to leverage our unparalleled knowledge in food service branding and technology and take your venture to new heights.Don't wait – amplify your voice or supercharge your startup's growth today with Savor's ecosystem of industry-leading platforms and advisory services. Visit https://www.savor.fm/capital-advisory

In this **bonus** episode of the Org Design Podcast, host Amy Springer welcomes James Davis from The TSP Advisory to discuss the evolving roles and responsibilities within the Technology Services industry. James shares insights on the transformation of Managed Services Providers (MSPs), Systems Integrators (SIs), and Value Added Resellers (VARs) as they adapt to new business models and client needs. He emphasizes the importance of organizational design in navigating growth challenges and optimizing team structures. The conversation highlights the distinct characteristics of each model, the necessity for clear roles and responsibilities, and the financial metrics that guide successful operations. James also addresses common pain points that organizations face during periods of change and the value of a strategic, top-down approach to org design. Listeners will gain valuable perspectives on how to foster a healthy organizational culture by aligning team structures with business objectives, ultimately leading to improved performance and profitability. Tune in for practical advice and thought-provoking discussions on the future of organizational design in the TSP industry. The TSP Advisory https://thetspadvisory.com/ https://www.youtube.com/@UCnUB-fI2ePSlLCwpLaalNUg https://creators.spotify.com/pod/profile/the-tsp-advisory/ https://podcasts.apple.com/au/podcast/tsp-advice/id1804239948 https://www.linkedin.com/company/thetspadvisory/ Functionly https://www.functionly.com/ https://www.linkedin.com/company/functionly/ Org Design Podcast https://www.functionly.com/org-design-podcast https://www.linkedin.com/company/orgdesignpodcast https://open.spotify.com/show/0Xw3bbEISDbSDO5WT8O7bu?si=1b35ee795fa84531 https://podcasts.apple.com/us/podcast/org-design-podcast/id1501527726

What does it really take to scale your organization without compromising your mission? Join host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P, as she sits down with Kellan Brown, COO and Chief Development Officer of 100 Women in Finance, who's built a 36,000-member network spanning 33 countries with just 17 staff members and 600+ volunteers. Listen as Kellan shares the unfiltered truth about balancing revenue generation with purpose-driven goals. Learn her approach to investing in top performers, how she tailors her message for different global markets, and why saying "no" can be your best growth strategy. Get practical frameworks for team engagement, authentic relationship building, and creating systems that scale without losing personal touch. Resources:Organizations referenced: 100 Women in Finance, YPO (Young Presidents' Organization)

Andrew Bahlmann – Chief Executive: Corporate and Advisory, Deal Leaders SAfm Market Update - Podcasts and live stream

In this inspiring guest takeover, Kansas-based counselor Cassie Good shares how starting an Advisory Council changed everything—from how her role was viewed to how she spent her time.What You'll Learn:Why advisory councils aren't optional—they're transformationalReal-world examples of using data to advocate for your time and impactHow Cassie reduced non-counseling tasks with support from adminWays to create buy-in from teachers, parents, and district leadersPractical steps to start your own council (yes, even with limited time!)Cassie's advice: You don't have to have it all figured out to begin. Start where you are. Use what you have. Do what you can.

In this second installment of our Live Advisory series on Millions Were Made, Jessica coaches two social media agency founders who are navigating what most people don't talk about: the inner tension between growth, profitability, and staying true to your values.First up is Chelsea, whose agency doubled its revenue and profit in just one year, going from $270K to a projected $550K, and increasing her margins from 17% to 35%. But now she's wondering: Should I give myself a raise… or reinvest for growth? Jessica dives into a strategic breakdown of where to put that extra profit, from hiring to marketing and how to prepare for acquisition, even if you're not quite at $1M.Next, we meet Maria, founder of a Singapore-based agency for conscious and sustainable brands. After losing her biggest client and scaling down to focus on her health, she's now rebuilding from a stronger place—with a $4,500 retainer minimum, a projected revenue of $357K, and a bold commitment to profitability without compromising her mission.Inside this episode, Jessica breaks down:The mindset shift required to stop undercharging and start scaling with intentionWhere to reinvest profits to support long-term growthHow to prepare your business for acquisition.. even under $1MWhy your pricing beliefs might be holding you back more than the marketIf you're an agency owner or service provider struggling to price with confidence, manage sustainable growth, or get clarity on your next move, this conversation will hit home.Connect with Jessica:Instagram: @millionsweremade & @thejessicamarxWebsite: Millions Were MadeWork with Jessica: Tailored PremierWant to be coached live on the podcast?Email: info@millionsweremade.com to get on the waitlist for our next live Q&A episode.

Join Fast Casual Nation hosts Paul Barron and Sherah Cansler as they interview Amanda Kahalehoe, COO of Vicious Biscuit, who shares how her Marine Corps background shaped the rapid growth of this unique breakfast concept from 2 to 10 locations. Discover how they've cracked the code on bringing full-service hospitality to fast-casual with their signature biscuit menu, innovative "five table touches" service model, and military-precision operations that achieve remarkable manager retention in an industry plagued by turnover. Amanda reveals their franchise strategy, technology integration including an upcoming mobile app, and plans to reach 25 units by 2026 while maintaining operational excellence.FastCasualNation #ViciousBiscuit #RestaurantFranchiseGet Your Podcast Now! Are you a hospitality or restaurant industry leader looking to amplify your voice and establish yourself as a thought leader? Look no further than SavorFM, the premier podcast platform designed exclusively for hospitality visionaries like you. Take the next step in your industry leadership journey – visit https://www.savor.fm/Capital & Advisory: Are you a fast-casual restaurant startup or a technology innovator in the food service industry? Don't miss out on the opportunity to tap into decades of expertise. Reach out to Savor Capital & Advisory now to explore how their seasoned professionals can propel your business forward. Discover if you're eligible to leverage our unparalleled knowledge in food service branding and technology and take your venture to new heights.Don't wait – amplify your voice or supercharge your startup's growth today with Savor's ecosystem of industry-leading platforms and advisory services. Visit https://www.savor.fm/capital-advisory

The presumed victor in the Democratic primary race for New York City Mayor, Zohran Mamdani, says he expects the momentum of support behind him will carry through to November's general election. Meanwhile, the summer swelter continues in New York City with a heat advisory in effect until 7 Wednesday evening. Plus, WNYC's Jon Campbell breaks down the results of the Democratic primary election.

In this episode of Building the Premier Accounting Firm, host Roger Knecht and Rhamy Alejeal, founder of People Processes, discuss the importance of HR in accounting firms, addressing risk mitigation, employee productivity, and strategies for remote teams. Learn how to prioritize people to build a successful accounting, bookkeeping, and tax business in this insightful interview with one of the leading minds in the world of Human Resources. Key Takeaways:

This week on Pages n' Pages, we dive into a fantastic resource for book lovers, librarians, and anyone who enjoys matching readers with their next great read: the Public Library Association's Readers' Advisory Tools! (Check it out here).We break down the tools, guides, and strategies the site offers—perfect for anyone looking to discover new books, better understand genres, or help others fall in love with reading. Whether you're a seasoned librarian or just a passionate reader, this episode will spark ideas for growing your TBR list and boosting your bookish confidence.Plus, we chat about what we've been reading lately and share our current obsessions and disappointments from the past week in books.What We've Read and What We Are Reading:Somewhere Beyond the Sea (Cerulean Chronicles #2) by TJ Klune and narrated by Daniel HenningA Promise of Lies by Clare SagerThe Things We Water by Mariana ZapataRavensong (Green Creek Series #2) by TJ Klune and narrated by Kirt GravesEmily Wilde's Encyclopedia of Faeries by Heather Fawcett and narrated by Ell Potter and Michael DoddsAdditional Book Mentions:Sunrise on the Reaping by Suzanne CollinsMy Friends by Fredrik BackmanJust For the Summer by Abby JimenezInto the Woods by Jenny HolidayDungeon Crawler Carl by Matt DinnimanAdrift in Currents Clean and Clear by Seanan McGuire

Ari Taublieb, Chief Growth Officer at Root Financial, joins The Advisor Journey to share how he helped scale the firm from $25 million to $1.1 billion in AUM, primarily through YouTube.Ari breaks down the playbook behind Root's explosive organic growth, fueled by video content, community building, and a culture-first hiring model. He explains how one viral YouTube video can change everything, why conversion starts before the first meeting, and what it really means to build a client experience that scales without sacrificing quality.From salmon breakfasts in a two-person office to a 65% close rate on $2M+ clients, Ari offers a behind-the-scenes look at Root's rapid rise and the content engine powering it.If you're wondering what modern growth really looks like for advisory firms, this episode delivers the blueprint.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...

“The more money you have, the bigger the mistakes,” someone once told Brian… How does that translate into retirement planning? And how can you help ensure you approach your financial planning for your “golden years” in the best possible way? In this new episode of the Common Sense Financial Podcast, host Brian Skrobonja goes over five retirement mistakes that you should stay away from at all costs, as well as what retirement is actually about. Brian touches upon something that a very successful person told him when he was getting started with his business back in 1993: ‘The more money you have, the bigger the mistakes.' With his desire to work hard and strong work ethic, Brian quickly became successful. But there was a problem with his approach – Brian opens up about that. Brian shares some of the retirement mistakes he has seen people make in his 30-year career. Having a distorted view of what wealth really is and having what Brian calls “vertical diversification” are two common mistakes Brian has seen over and over again in his career. There are many factors to consider when attempting to diversify. You shouldn't believe that a bank account and a portfolio of public investments are all that's available to you as you move your diversification horizontally. Brian points out a common practice to avoid: making an investment decision based on the tax deduction alone. When making decisions regarding how you save money, Brian suggests considering how you'll ultimately use the money. Brian discusses why you shouldn't have too much dependency on markets nor having complacency. Brian sees retirement as a balancing act between growing money for the future while drawing income for your retirement needs.   Mentioned in this episode: BrianSkrobonja.com   Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered  individuals through Skrobonja Wealth Management (SWM), a registered investment advisor. Tax services offered only through Skrobonja Tax Consulting. MAS does not offer Build Banking or tax advice. Skrobonja Financial Group, LLC, Skrobonja Wealth Management, LLC, Skrobonja Insurance Services, LLC, Skrobonja Tax Consulting, and Build Banking are not affiliated with MAS. The firm is a registered investment adviser with the state of Missouri, and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. Advisory services are only offered to clients or prospective clients where Skrobonja Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be  rendered by Skrobonja Wealth Management, LLC unless a client service agreement is in  place. Skrobonja Financial Group, LLC provides links for your convenience to websites produced by other providers of industry related material. Accessing websites through links directs you  away from our website. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites. Any references to protection, safety or  lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the  issuing carrier. This is intended for informational purposes only. It is not intended to be used as the sole  basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. Our firm is not permitted to offer, and no  statement made on this site shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and  opinions contained here in provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Brian Skrobonja is stated or implied. The awards, accolades and appearances are not representative of any one client's experience and is not indicative of future performance. Each of these awards have set criteria for their nominations and eligibility requirements. “Best Wealth Managers” and “Future 50 Company” are annual surveys conducted by Small Business Monthly. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner other than number of votes. Some voters may not be clients of Brian Skrobonja and Skrobonja Financial Group. These awards are not representative of any one client's experience and is not indicative of future performance.

After working with hundreds of people navigating retirement, we've seen a clear pattern: the biggest regrets aren't about money. They're about meaning.Too often, people retire from something—but never toward something. They solve the financial side without planning for the life side. And that leads to some common regrets:No clear purpose after work: Retirement without direction quickly turns from freedom to restlessness.Neglecting health too long: Wellness is what fuels the retirement you've dreamed about—don't wait to prioritize it.Losing social connection: The workplace offers more structure and belonging than many realize until it's gone.Expecting retirement to feel like a vacation forever: It won't. But with intention, it can become a reinvention.Being too afraid to spend: Your money is a tool to live—not something to hoard while life passes by.Don't wait to think about what really matters. The best retirements are built not just on financial security—but on vision, relationships, health, and joy.Start designing a life you won't regret.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

A heat advisory for Central Indiana was extended until this Friday. The Indiana Pacers will have to continue their quest for an NBA Championship another year, after they lost to the Oklahoma City Thunder in the deciding game of the Finals. Parents and community members are raising concern about longer bus rides, school closures and a lack of transparency as Indianapolis Public Schools prepares for potential major changes. A new $5.3 million housing project aims to meet the needs of a vulnerable group — young adults aging out of foster care. Want to go deeper on the stories you hear on WFYI News Now? Visit wfyi.org/news and follow us on social media to get comprehensive analysis and local news daily. Subscribe to WFYI News Now wherever you get your podcasts. WFYI News Now is produced by Drew Daudelin, Zach Bundy and Abriana Herron, with support from News Director Sarah Neal-Estes.

Send us a textThis week we're diving into the new CAPS Advisory Councils…one for parents and one for providers. These groups are here to share insights and feedback on the Childcare and Parent Services (CAPS) program to help make it better and easier to access. Joining us is Elisabetta Kasfir, Deputy Commissioner for Federal Programs, Amy Roys, CAPS Director for Development and Partnerships, and Melinda Knowles, CAPS Manager for Development and Partnerships. Support the show

Send us a textIn part two of our conversation with Nevellan Moodley, Head Financial Services Advisory, we go deeper into the evolving fintech landscape, the value of good advisory partners, and why customer experience is the new battleground for financial services. Highlights:- Why Early-Stage FinTechs Avoid Advisory Help- Africa's FinTechs: The Trends Worth Watching- The Integration Advantage: Simplicity WinsNevellan Moodley's LinkedIn: https://www.linkedin.com/in/nevellan-moodley-ca-sa-32223116/BDO's Website: https://www.bdo.co.za/Darren Franks' Linkedin: https://www.linkedin.com/in/darrenfranks/Titc's Website https://titc.io/This episode is brought to you by Pear NetworkPear's LinkedIn: https://www.pear-network.com/

Decisions of the Heart: Helen Bernie on Managing Finances, Family, and Blending Lives | Widow Wisdom and Wealth In this episode of the Widow Wisdom and Wealth podcast, host Donna Dean Kendrick interviews Helen Bernie, a divorcee, small business owner, and health coach. Helen shares her journey of managing her business through a divorce, blending families, and navigating finances in a new relationship while raising four kids. Listen to Helen talk about the importance of proportional income splits and decision-making in relationships, and learn how she expanded her career amidst personal changes and the COVID-19 pandemic. Helen's story is a valuable lesson in balancing personal and professional life and moving forward positively after a significant life change. 00:00 Introduction to Today's Episode  01:18 Meet Helen Bernie: A Journey Through Divorce and Business 02:27 Helen's First Marriage and Career Transition 08:13 Navigating Divorce and New Beginnings 14:46 Blending Families and Managing Finances 17:03 Rewinding the Story 17:29 Deciding to Move 17:58 Children's Reactions 18:40 Financial Dynamics 19:39 80/20 Split Challenges 20:46 Emotional and Financial Struggles 22:37 Decision-Making in Relationships 25:34 Transparency and Vulnerability 28:08 Future Plans and Reflections 30:21 Business and Health Coaching Connect with our guest Helen!  Here are her social media links: https://www.facebook.com/helen.birney.2025 https://www.linkedin.com/in/helen-birney-cultivatehealth https://www.instagram.com/cultivatehealth_with_helen https://www.cultivatehealthcoaching.com  _______________________________ CONNECT

Thank you so much for listening to NYPD Blue Balls! If you enjoyed this episode, we encourage you to rate and review the show on whatever podcast platform you happen to be listening on. Make sure to follow us on Instagram @asherbrotherspodcast For more content like this, follow Kirk on X (Twitter), Instagram & TikTok: @kirkhasglasses. Watch Kirk play video games and watch old movies: Youtube: https://www.youtube.com/channel/UCFgQ5XvqltSyP5a2UpPvUyQ Twitch: https://www.twitch.tv/kirkhasglasses

Retirement doesn't come down to a magic number, it comes down to your number. In this episode, we walk through a simple, personalized framework to help you understand when you can truly retire, based on what you want life to look like, not generic benchmarks.We cover the core question: How much do you want to spend each month? From there, we reverse-engineer your retirement target, factoring in taxes, withdrawal strategies, estate planning, and those big one-time expenses that often get missed.And it's not just about the math. We dive into the emotional side of retirement. It's about how to find purpose, identity, and meaning in this next chapter. Whether retirement feels decades away or just around the corner, this episode will help you stop guessing and start planning with clarity.- Advisory services are offered through Root Financial Partners, LLC, an SEC registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult your CPA or attorney regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements.Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.

Seasoned international executive, Oxford-educated former venture capitalist, and CEO & Founder of Anchora Advisory, Joe C. Lopez, shares deep insights into global market expansion, cultural intelligence, and the importance of adaptability in international business. Drawing on his experience helping brands succeed across borders, he explains how companies can minimize execution risk, build meaningful partnerships, and develop long-term strategies through corporate diplomacy. This interview offers practical knowledge for business leaders and investors evaluating growth opportunities in global markets.Learn more about Anchora Advisory: https://www.anchoraadvisory.comWatch the full YouTube interview here: https://youtu.be/IcUlZbsqce4And follow us to stay updated: https://www.youtube.com/@GlobalOneMedia?sub_confirmation=1

News with Sean 6-23-2025 ...Dangerous Heat Advisory

Join Paul Barron and Paul Molinari on The Restaurant Report as they dive deep into the fast casual revolution with Brianna Keefe, founder and CEO of Toastique. Discover how this gourmet toast and juice bar concept has exploded from a single Washington D.C. location in 2018 to 42 units nationwide, with plans for 25+ more by year's end. Learn about the "better-for-you" category that's driving the fast casual sector toward a projected $300 billion market by 2030, and explore Toastique's unique approach to quality, franchising, technology, and customer experience. From house-made everything to wellness shots and local artist collaborations, find out why this brand is setting new standards in healthy fast casual dining and what it means for the future of the restaurant industry.FastCasual #RestaurantFranchise #HealthyEating~This episode is sponsored by: Gusto → https://gusto.pxf.io/PBN ~#1 rated HR platform for payroll, benefits, and moreWith Gusto's easy-to-use platform, you can empower your people and push your business forward. See why over 400,000 businesses choose Gusto.Get Your Podcast Now! Are you a hospitality or restaurant industry leader looking to amplify your voice and establish yourself as a thought leader? Look no further than SavorFM, the premier podcast platform designed exclusively for hospitality visionaries like you. Take the next step in your industry leadership journey – visit https://www.savor.fm/Capital & Advisory: Are you a fast-casual restaurant startup or a technology innovator in the food service industry? Don't miss out on the opportunity to tap into decades of expertise. Reach out to Savor Capital & Advisory now to explore how their seasoned professionals can propel your business forward. Discover if you're eligible to leverage our unparalleled knowledge in food service branding and technology and take your venture to new heights.Don't wait – amplify your voice or supercharge your startup's growth today with Savor's ecosystem of industry-leading platforms and advisory services. Visit https://www.savor.fm/capital-advisory

Some investments are flashier or more exciting than others.  But do you really need flashy and exciting to meet your financial goals?  In this episode of Financial Clarity for Doctors, hosts Corey Janoff and Rachelle Vanderzanden and Corey Janoff talk about alternative investment strategies and whether you may need them as part of your investment strategy. This episode covers some basics of alternative investments including: Advantages and disadvantages of these kinds of tools. Advantages include diversification and potentially higher returns. Disadvantages include potential for greater losses, higher costs, lack of liquidity, and less regulation than more traditional investments. Different types of alternative investments (hedge funds, structured notes, private equity, etc.) How to evaluate whether these may be an appropriate addition to your plan. As always, whether a particular strategy makes sense for you depends on your financial status, goals, and even personality.  Most folks will not need complicated alternative investments to meet their goals, but it can be something to consider for folks who are willing to take on more risks and costs to explore something a little different (and potentially exciting if you are successful). For more financial planning tips from Corey and Rachelle, you can reach out to them at podcast@thefinitygroup.com. They would love to hear your questions and ideas for upcoming episodes. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.

How many people actually understand how their financial advisor gets paid? In this episode of THE FINANCIAL COMMUTE, host Chris Galeski and Wealth Advisor Kevin Rex are here to break it down.Tune in if you're interested in…Understanding the different ways financial advisors charge for their servicesLearning how to spot hidden costs and potential conflicts of interestHearing the history behind Morton Wealth's fee-only philosophy and how it's evolvedExploring when a flat fee might make more sense than a percentage-based modelKnowing what really adds value in an advisor relationship (hint: it's more than just managing a portfolio)

00000197-9d3a-d655-a5bf-bfbee3670000https://www.wvik.org/podcast/good-morning-from-wvik-news/2025-06-23/nws-heat-advisory-issued-for-northwest-illinois-and-easternJoseph LeahyNWS heat advisory issued for northwest Illinois and eastern Iowa

Cosa succede quando la diversità diventa davvero un valore per le aziende? Laura Fedeli, Head of Advisory in Valore D, ha un percorso che unisce economia, teatro e formazione. Dopo gli esordi come attrice, ha scelto di mettere la sua voce al servizio della comunicazione, della leadership e della cultura dell'inclusione. In questa puntata ci racconta come si costruiscono organizzazioni più eque e consapevoli, e perché affrontare i bias (anche quelli più invisibili) è il primo passo per generare un cambiamento reale. ▫️ Qui trovi tutti i dettagli sul Digital Detox Festival!

As Vietnam accelerates its efforts to reform the business environment and improve the legal framework for the private sector, many enterprises still face an invisible barrier: an overly cautious mindset, driven by fear of making mistakes. This hesitation not only slows down decision-making but also hinders business expansion and innovation.In Episode 55 of the Vietnam Innovators (English edition) podcast, we welcome Mrs. Bình Lê Vandekerckove – Founder, CEO, and Head of Advisory at ASART Deal Advisory. With over 16 years of experience, she has advised more than 250 Vietnamese and international companies across 120+ projects from 15 countries, with a total transaction value exceeding USD 4.5 billion. Her deep expertise spans M&A, fundraising, valuation, corporate strategy, and government relations.Through Mrs. Bình Lê Vandekerckove's sharp and practical lens, this episode explores not only the evolving legal landscape and the implications of Resolution 68, but also the importance of trust, openness, and strategic thinking in doing business. A must-listen for anyone seeking a more confident and sustainable path to entrepreneurship or business growth in Vietnam.—Listen to this episode on YoutubeAnd explore many amazing articles about the pioneers at: https://vietcetera.com/vn/bo-suu-tap/vietnam-innovatorFeel free to leave any questions or invitations for business cooperation at hello@vni-digest.com

The role of the CEO is both powerful and punishing. Christine Barton, BCG's CEO Advisory lead in North America, explores how to make the job more fulfilling. It starts with clarity of purpose, building the right leadership team, and minimizing activities that are time and energy sinkholes.Learn More: Christine Barton: https://on.bcg.com/4n4CyAk BCG's Insights for CEOs: https://on.bcg.com/4l6jujg Moves Only a CEO Can Make: https://on.bcg.com/4kUtpJ2 Balancing a Dynamic Career and a Rewarding Personal Life: https://on.bcg.com/3TfaYTz This podcast uses the following third-party services for analysis: Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp

The most common mistake advisors make with prospects? They deliver a logically-driven pitch showcasing all the ways they can help. But, prospects make decisions with the emotional part of the brain. And, that's why logical pitches fall on deaf ears. Stacy Havener, Founder and CEO at Havener Capital Partners, has raised billions for boutique asset managers, and she did it with words, not numbers. Her story-driven method taps into something most pitches miss: emotion. If you want to connect with prospects, you need to master the art of storytelling. In this conversation, she unpacks why logic-based pitches fail, how to structure a first meeting to connect at a human level, and the neuroscience behind compelling narratives that convert. You'll learn:  How you can set the tone for a vulnerable and authentic conversation How to turn a good story into a compelling offer that moves clients to action Structuring prospect meetings to build an emotional connection and trust from the start The science behind storytelling and how it triggers buying decisions at a subconscious level Tips for creating powerful “backstories” and using emotional cues that resonate with your audience *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: The Courage to Be Disliked by Ichiro Kishimi and Fumitake Koga  Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Stacy Havener:  LinkedIn: Stacy Havener Website: Havener Capital Partners About our Guest:  Stacy Havener is the Founder/CEO at Havener Capital Partners, a sales and marketing agency that helps boutique asset managers build, launch and grow funds. Havener Capital is on a mission to level the playing field in asset management by raising $100B for boutiques over the next decade. Stacy holds her Series 6, 7, 24, 63, 66, and 79 licenses and is a registered representative of Compass Securities Corporation. She received her Bachelor of Arts in English Literature from Western Connecticut State University, graduating summa cum laude in 1998. That same year, Stacy was named to both the NCAA and the GTE/CoSida Academic All-American teams for Division III Women's Soccer and subsequently nominated for NCAA Woman of the Year. Based in Newport, RI, Stacy often spends her mornings walking the beach, sipping a Dunkin' coffee, and listening to 90's hip hop – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of...

In this episode of Fast Casual Nation, hosts Paul Barron and Cherryh Cansler sit down with Preet Paul Singh, partner of Houston-based bōl, to explore his fascinating journey from fine dining to fast casual. Singh shares how his team leveraged their culinary expertise from acclaimed restaurant Amrina to create two interconnected fast-casual concepts—bōl (Indian-inspired rice bowls and salads) and Pakpok Poe (elevated fried chicken)—while maintaining premium ingredients and building a scalable commissary model. From overcoming initial customer skepticism to developing a multi-tiered restaurant portfolio that includes fine dining, fast casual, and everything in between, Singh offers valuable insights on pricing strategy, operational efficiency, technology integration, and the future of fast-casual expansion for restaurant professionals looking to elevate their brands.#FastCasualNation #RestaurantBusiness #FastCasualGet Your Podcast Now! Are you a hospitality or restaurant industry leader looking to amplify your voice and establish yourself as a thought leader? Look no further than SavorFM, the premier podcast platform designed exclusively for hospitality visionaries like you. Take the next step in your industry leadership journey – visit https://www.savor.fm/Capital & Advisory: Are you a fast-casual restaurant startup or a technology innovator in the food service industry? Don't miss out on the opportunity to tap into decades of expertise. Reach out to Savor Capital & Advisory now to explore how their seasoned professionals can propel your business forward. Discover if you're eligible to leverage our unparalleled knowledge in food service branding and technology and take your venture to new heights.Don't wait – amplify your voice or supercharge your startup's growth today with Savor's ecosystem of industry-leading platforms and advisory services. Visit https://www.savor.fm/capital-advisory

In this episode of Building the Premier Accounting Firm, Ingrid Edstrom, Chief Empowerment Officer at Priestess of Profits, shares her journey into accounting, emphasizing the importance of relationships, values, and authentic marketing in building a successful and fulfilling accounting practice. Discover how to move beyond transactional client interactions and create reciprocal, value-driven relationships in Roger Knecht's interview with Ingrid. Key Takeaways: ✅ Prioritize relationships over transactions to foster client loyalty and deeper engagement.

The biggest question I hear from people planning for retirement is this: Am I going to run out of money before I run out of life? But here's the thing, no matter how much you've saved, that fear doesn't automatically go away. In this video, I walk through what the data actually says about your chances of running out of money, where the 4% rule comes from, and why many people end up being far too conservative with their spending.I'll also share a more flexible way to approach withdrawals so you can protect your future without missing out on the life you want to live right now. This isn't about guessing or hoping for the best. It's about building a plan that supports the kind of retirement you're excited to wake up to.-Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

What's your firm really worth—and how do you unlock that value? In this episode, David DeCelle sits down with Scott Leak, CFP® and CEPA, Senior Consultant at FP Transitions, one of the most trusted firms in the advisory M&A and valuation space. With over 17,000 valuations under their belt and 100+ M&A deals last year alone, FP Transitions has a unique vantage point on what makes firms valuable—and what holds them back. Scott shares his journey from a 22-year run at TD Ameritrade to helping advisors navigate valuations, succession planning, and equity strategies at FP Transitions. Whether you're thinking about selling, merging, or simply growing smarter, this episode is packed with guidance you won't hear at your typical industry event.    

In this episode of Building the Billion Dollar Business, Ray Sclafani explores how financial advisory firms can unlock leadership readiness by creating intentional, real-world growth experiences. Ray introduces the concept of performative opportunities- purposeful assignments that prepare next-generation leaders for the challenges of firm leadership. He shares insights on implementing Leadership Labs, cultivating autonomy, and building a culture of development and accountability. Whether you're focused on succession planning, scalable growth, or team empowerment, this episode offers actionable strategies to strengthen your firm's leadership pipeline and long-term stability.Key TakeawaysPerformative opportunities are structured projects that test leadership ability.Demonstrate, Observe, and Verify is a key structure for leadership development.Autonomy is crucial for advisor satisfaction and happiness.Motivation drives followership and career development.Firms should not wait to develop leaders; they must act now.Sharing leadership creates stability and a clearer path for future ownership.Ready to explore this topic more? Download our Successful Next Generation Leaders: 8 Essential Qualities checklist to help identify, develop, and cultivate the right future leaders. For more information click here to visit the Best in the Business Blog.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.

The Department of Homeless Services is now requiring all new homeless shelters to provide air conditioning, as nearly 40% of existing sites still lack it. Meanwhile, bee swarms are being spotted across the five boroughs. Experts say the insects are mostly harmless and on the move to form new colonies. Plus, the National Weather Service is warning of patchy dense fog this morning across parts of Southern Connecticut, the Lower Hudson Valley, and interior Northeast New Jersey

Tax gain harvesting is one of the most underused but powerful strategies available to early retirees and those pursuing financial independence. In this episode, we explore how it works, who it's best suited for, and how it can help reduce long-term tax liability.Unlike tax loss harvesting, which involves selling investments at a loss to offset gains, tax gain harvesting is about intentionally realizing gains when you're in a low or zero percent tax bracket—allowing you to reset your cost basis without triggering federal tax in certain situations.This strategy is most effective in taxable brokerage accounts and is typically not applicable to retirement accounts like IRAs or 401(k)s. It tends to work best in years where your income is lower, such as early retirement or transition periods before drawing Social Security.Even with additional income from dividends or part-time work, many people can still benefit from this approach. However, it's important to consider potential state tax implications as well.We'll break down how tax gain harvesting fits into a broader retirement tax strategy, what makes someone a good candidate, and how to use it thoughtfully as part of your long-term financial plan.- Advisory services are offered through Root Financial Partners, LLC, an SEC registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult your CPA or attorney regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements.Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.