Podcasts about Advisory

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  • 1,289PODCASTS
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Best podcasts about Advisory

Show all podcasts related to advisory

Latest podcast episodes about Advisory

The John Batchelor Show
Japan will fight. Stephen Yates @YatesDCIA, former deputy national security advisor to Vice President Cheney and currently CEO of DC International Advisory

The John Batchelor Show

Play Episode Listen Later Dec 2, 2021 10:45


Photo: . Japan will fight.  Stephen Yates @YatesDCIA, former deputy national security advisor to Vice President Cheney and currently CEO of DC International Advisory. https://www.reuters.com/world/asia-pacific/former-pm-abe-says-japan-us-could-not-stand-by-if-china-attacked-taiwan-2021-12-01/ https://www.bloomberg.com/news/articles/2021-12-01/abe-warns-china-a-taiwan-invasion-would-be-economic-suicide Stephen Yates

What Dewey Do
WDD S2, E7 (#49): Atwater Brewery President, Mark Rieth, Talks Beer, Business, Life Skills & More

What Dewey Do

Play Episode Listen Later Dec 1, 2021 48:35


For Season 2, Episode 7 (#49), we're joined by special guest Mark Rieth, the President of Atwater Brewery. Mark shares how he acquired Atwater Brewery, details on their growth, and how they shifted during the COVID-19 pandemic, and even sold an investment stake to Molson Coors. Plus, what would Mark do? What would Mark Rieth tell his 18-year-old self now? Tune in today to find out! Thanks for listening! Please like, rate, subscribe, and share! What Dewey Do is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by WiseMindGentleSoul (www.wisemindgentlesoul.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.

THRIVE For[e]ward
Ep 70: Breakfast with Shannon Foreman Live

THRIVE For[e]ward

Play Episode Listen Later Nov 30, 2021 50:24


Welcome to this week's episode of The Thrive For[e]ward podcast. We are actually bringing you back to our live broadcasts from October 30th. It's a fun episode because yours truly is not the only host. I invite my dear friend Giselle Ugarte to interview me about why I am so passionate about live events, podcasting, and why it's so critical to our financial industry. What does a healthy relationship with money look like? Are there good days? Are there bad days? What does "dating your money" mean? What are the questions you should be asking when searching for a partner in your financial picture? How does wealth impact women? And I have details to the kick off of Wealth Circles that we launch in January. So my friends, stay tuned, share with a friend, and thank you for listening to this live recording of the Thrive For[e]ward Podcast. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Art of Procurement
428: Learning to Succeed Despite Uncertain Market Dynamics w/ Sherri Barnes and Kristen Rellihan

Art of Procurement

Play Episode Listen Later Nov 29, 2021 59:05


In 2021, 62% of the companies in the S&P 1500 index did not provide an annual forecast - some even stated that there is just too much uncertainty for them to be accurate (WSJ, 9/22/21). This is a reality that all companies in all industries worldwide have accepted; market conditions will remain uncertain for the foreseeable future.  In this episode, based on an AOP Live session, host Philip Ideson talks with Sherri Barnes, Director of Market Intelligence Services at ProcureAbility, and Kristen Rellihan, Senior Manager of Advisory at ProcureAbility. They discuss how procurement can develop strong buying strategies despite the certainty of uncertainty in the market and what tactics may be best suited in our current inflationary environment.  Sherri and Kristen also answer live audience questions about: The current state of the economy and how long ProcureAbility expects the uncertainty to last What economic information sources procurement may want to consult, and how we can turn what we learn into actionable insights How to bring market information into conversations with internal stakeholders, especially when the news is not positive

CultureYouth
Episode 45: My Journey of Entrepreneurship & Beyond | Featuring Pooja Prabhakar

CultureYouth

Play Episode Listen Later Nov 27, 2021 30:28


In this episode, I speak to Pooja Prabhakar who is the CEO and Managing Partner at BCP Associates. A second generation entrepreneur, Pooja has worked in 2 different geographies- US & India. With her engineering background and knowledge of technology which she expertly integrated in the field of labour and employment laws, her firm has successfully rolled out enterprise programs in Legal Audit & Advisory across several large companies in India. I speak to her about her growing up in Bangalore, her days in the United States, the work culture between the two countries and why she chose to come back to India after having tasted success in corporate America.

She Thinks Big - Women Entrepreneurs Doing Good in the World
165 From Scratch to 6 Figures in 9 Months with Shaan Afridi, CPA

She Thinks Big - Women Entrepreneurs Doing Good in the World

Play Episode Listen Later Nov 24, 2021 31:27


Today's guest is Shaan Afridi, a CPA who focuses on cash flow and tax planning for Real Estate Investors. He helps his clients clean up their messy books and understand their cash position, so they can better capitalize on opportunities.   Shaan is a client, and we've been working together since about April. In less than eight months and with two tax deadlines in between, Shaan has gone from pretty close to starting from scratch, to more than six figures in revenue.  Shaan talks about his journey as a CPA, from working full-time for someone else to building his own business and transitioning from being a traditional accountant to an advisor.   Highlights: — “There's always going to be more work in your niche than you can handle. It doesn't matter what the niche is.”  — “Advisory is where the future is because that's where the value is.” — “If your clients trust you as a tax preparer, they'll be happy to listen to other ways you can help their business.” — “It's a valid concern that when you outsource work, the quality can be compromised. But it's still possible to find someone who can do good quality work at a very reasonable price.” — “To get started in advisory services, you don't have to know everything. You just need to know more than what your clients do. As long as you are always building your expertise, soon enough you'll know what you need to expand your practice.”    Connect with SHAAN: Website: http://orangecountytaxplanning.com LinkedIn: https://www.linkedin.com/in/shaan-afridi-cpa-aca-627a8342/ Want to find out what options you might have for working together? More about 1:1 coaching, roadmaps, and DIY courses here: https://shethinksbigcoaching.com/coaching-options

Reading with Libraries Podcast
Episode 713: Native American / Thanksgiving alternatives

Reading with Libraries Podcast

Play Episode Listen Later Nov 24, 2021 26:28


Thank you for joining us on the seventh season of our Reader's Advisory podcast! We have more genres to discuss, new books to recommend, and we're so glad you're here to join us. We always enjoy our book group podcast, and we hope you do, too!  Our organization is the Central Minnesota Libraries Exchange. At CMLE, we work with all types of libraries. This week on the show we're learning more about Native American voices and recommending books to read all year round, but particularly around Thanksgiving. You can check out our show notes page here, for all the information we share today and links to the books we are discussion. And our returning Guest Host is Stephanie Todd! Steph works at the St Cloud Technical and Community College library. Welcome back to the book group! There's more to the story of Thanksgiving than you may remember from elementary school. We'll link to several resources if you want to explore more, but for today's episode, we're going to honor and share books from Native American authors. Native Americans lived in North America long before the Pilgrims arrived and it's important to recognize their voices and perspectives.

Wealth, Taxes, and Finances with John Cindia
Episode 90: Remote work advantages & disadvantages

Wealth, Taxes, and Finances with John Cindia

Play Episode Listen Later Nov 23, 2021 33:20


We want to hear from you! We are giving away Three $50 Visa Gift cards for the top three submissions!The rules are as follows:Email us your name and address at jcindia@lifestagesadvisory.com Send us your episode suggestion, why you listen to WTF and what's the best thing you have learned from the podcast!We are excited to hear from everyone and do a little giveaway prior to our 100th episode!In this episode the gang discusses how remote work has changed and defined our growing economy. During COVID-19 last year 69% of the work force was working from home during the pandemic. Work from home life has changed in a lot of companies from being a privilege to an expectation. 

Top Advisor Marketing Podcast
333. 4 Systems To Build a Resilient Advisory Practice With Jay Coulter

Top Advisor Marketing Podcast

Play Episode Listen Later Nov 23, 2021 29:42


In financial services, bear markets come and go. But the most resilient advisors stand strong even during the toughest crises.

THRIVE For[e]ward
Ep 69: Holiday Parties: Ideas For What to Wear and What to Bring with Amy Seeman

THRIVE For[e]ward

Play Episode Listen Later Nov 23, 2021 37:37


We are doing something fun and different today by sprinkling in a little bit of holiday cheer. We are welcoming my friend Amy Seeman, a local stylist here in the Twin Cities. Amy will have some great ideas on what to wear and what to give as we head into holiday party season. So tune into today's episode, and make sure to share, so we can eliminate some of the things that we have to think about and really get back to what fun about the holiday season. Contact Amy here: https://amyseeman.com/Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

People of Purpose
PoP 89 Part 2: Leo Bottary ON - The Power of CEO Peer Advisory Groups and How It Can Make a Difference in Your Organization

People of Purpose

Play Episode Listen Later Nov 20, 2021 33:18


What are your current strengths? What areas in your life are you lacking? Are you working towards becoming a better version of yourself? Do you believe you have the power to make a difference?  As Leo talked about peer groups in the previous episode, he now emphasizes that it may take an entire team and a collective effort to get things done but the power of WE actually starts with ME. Yes, it begins with YOU! It is how you speak out, learn, and grow from your mistakes that make the difference.  As the interview on The Power of CEO Peer Advisory Groups and How It Can Make a Difference in Your Organization ends, Leo also talks about more of entrepreneurship and his bigger visions of the future.   Get to know more about Leo Bottary: ⬇️ LinkedIn - https://linkedin.com/in/leobottary Facebook - https://www.facebook.com/leobottary Twitter - https://twitter.com/leobottary Get to know more about Peernovation: ⬇️ Facebook - https://www.facebook.com/peernovation   Here are the other key

West Michigan Live with Justin Barclay
MDHHS Issue Mask Advisory After Show 11-18-21

West Michigan Live with Justin Barclay

Play Episode Listen Later Nov 19, 2021 49:47


Grab gifts and gear in my store and help support the cause as I bring you the stories you wont hear anywhere else!http://JustinBarclay.com/storeNo matter what's coming, you can be ready for your family and others.http://PrepareWithJustin.com My new book, "Good News: Hope and Encouragement for Trying Times" is out now!Grab your signed copy today.http://JustinBarclay.com/store Down 96 pounds!What's my secret?http://JustinBarclay.com/mysecret Get the Good News Letter:http://JustinBarclay.com/GoodNews

Jewanced
#56 Omar Al Busaidy, CEO of Sharaka USA, Optimistic Opportunist, Entrepreneur, Author, and Futurist

Jewanced

Play Episode Listen Later Nov 19, 2021 93:29


The Future is Now! Hey, Jewanced fans. We have missed you. Wondering where we went? Well, it all goes back to the Abraham Accords. We recorded this episode with our good friend (and Dan's colleague) Omar Al Busaidy. In case you are curious, Benny was about to head off for his first trip to the UAE. Omar, who usually lives in the US, was in his hometown of Dubai, and Dan just got back from Dubai and was getting ready to ship off to California (with Omar) to be a part of a Sharaka delegation promoting awareness of the Abraham Accords. This episode was recorded before these trips. We hope you enjoy.  CEO of Sharaka USA and may we say, a super friend of Jewanced Omar Al Busaidy is a Fulbright Scholar, Author and Economic Affairs Liaison at the Consulate General of the United Arab Emirates in New York. He is also the Co-Founder of Creative Space Events Management based in Saudi Arabia.  With a master's degree in International Affairs & Intelligence at Florida State University, Omar is also a Non-Resident fellow at Trends Research & Advisory a geopolitical think tank based in Abu Dhabi, UAE.   His multiple roles have allowed him to achieve several accomplishments, from publishing his self-help book ‘Just Read It' and his upcoming book on futurism titled “Why Jobs are Robots and Life is for People', to investing in startups in the tech sector. A former Global Shaper at the World Economic Forum and an alumnus of the State Department's IVLP, Omar has been invited to mentor students on entrepreneurship, communication and leadership at several universities and conferences across the UAE and around the world. Links: https://www.amazon.com/Just-Read-Omar-Al-Busaidy-ebook/dp/B00SWVO83O (Buy) Omar's book, Just Read It Follow Omar on https://twitter.com/omaralbusaidy (Twitter) Omar on https://www.facebook.com/omar.busaidy (Facebook) Follow Omar's https://www.instagram.com/omaralbusaidy/ (Instagram) Experience https://sharakango.com/ (Sharaka) As always, make sure to subscribe to Jewanced on https://open.spotify.com/show/6984NiP7H1ULW9lJeVt8Ie?si=6LouGFFLTsq7N2bKJhLXRw (Spotify), https://podcasts.apple.com/us/podcast/jewanced/id1522195382 (Apple Podcasts), or wherever you get your podcasts and subscribe to our YouTube https://www.youtube.com/channel/UC7r6xLC1K4Zf29i9ttxbNFg/ (channel). For more information, visit us at http://www.jewanced.com/ (http://www.jewanced.com)

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals
How to Use "Leveraged Accounting Advisory" to Build a 4-Day Work Week

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

Play Episode Listen Later Nov 18, 2021 34:23


Exclusive mentoring and training for accountants, business advisors, and consultants. Discover the proven methodology that generates better clients, gets you 10 hours a week back, systemises your practice and enables you to scale.

Reading with Libraries Podcast
Episode 712 King Richard

Reading with Libraries Podcast

Play Episode Listen Later Nov 18, 2021 16:04


Thank you for joining us on this season of our Reader's Advisory book group podcast! It's always better when you are here with us to talk about books. We have more genres to discuss, new books to recommend, and we're so glad you're here to join us. We always enjoy our book group podcast, and we hope you do, too!    Our full show notes, with links to beverages, books, and resources from this episode are available here!   This week we are sharing a special pop culture episode with you! We are looking at the movie King Richard. IMDB describes the plot: “A look at how tennis superstars Venus and Serena Williams became who they are after the coaching from their father Richard Williams.” The star of this movie is Will Smith! He's had such a long and varied career, it will be interesting to see him in this new role.    The script for this movie was on the 2018 Black List. This is a list assembled annually by Hollywood movie development people. Franklin Leonard worked for Leonardo DiCaprio's production office, and was frustrated by all the good scripts that never got made. So he asked people to name the best unproduced scripts they saw in the last year. He put together the ten most voted for, and called it the Black List. It became an annual list, and the publicity it gives scripts helps push them into getting made!    We have more to discuss, so let's settle in and get to the fun part: the book discussion! This week we are taking a quick look at some books about siblings, to celebrate this new movie. Sit back with a beverage you will enjoy, and let's share some books you might enjoy. We always enjoy hosting these book groups with you, and want you to have everything you need for the best experience!   And of course, if you are in a library, you can add these books to your collection, or use our suggestions as a place to start in setting up a display for your community members! Do you want to talk about some materials or programming ideas? Check out our Discord channel, talk to us on Twitter or Facebook, or just send us an email! We are here to share ideas across libraries.

SeventySix Capital Leadership Series
92) SSC Sports Advisory President Dan Bravato - SeventySix Capital Leadership Series

SeventySix Capital Leadership Series

Play Episode Listen Later Nov 18, 2021 27:27


On this week's SeventySix Capital Leadership Series, Wayne Kimmel interviewed Dan Bravato, President of SeventySix Capital Sports Advisory (SSCSA). SSCSA is a sports consulting group focused on strategically integrating emerging innovations and technology with sports executives, teams, leagues, brands and athletes. SSCSA advises across the evolving landscape of sports tech, esports, sports betting, media, blockchain technology and social responsibility. Bravato and his team have assembled a roster of blue chip clients across the sports and entertainment industry, including the Edmonton Oilers, Major League Soccer, Calgary Flames, LifeBrand and X Rocker Gaming. Prior to launching SSCSA, Bravato was Director of Partnerships at City Football Group. Tune in to find out more!

The John Batchelor Show
S4 Ep1808: "Playing with fire" in the Taiwan Strait. Stephen Yates, former deputy national security advisor to Vice President Cheney and currently CEO of DC International Advisory. @GordonGChang, Gatestone, Newsweek, The Hill

The John Batchelor Show

Play Episode Listen Later Nov 18, 2021 9:15


Photo: The Vermilion Bird on the gates of a Han Dynasty mausoleum complex             In Chinese philosophy, fire (Chinese: 火; pinyin: huǒ) is the prosper of the matter, or the matter's prosperity stage.  Fire is the second phase of Wu Xing. Fire is yang in character. Its motion is upward and its energy is convective.            Fire is associated with Summer, the South, the planet Mars and the Sun ,the colour red (associated with extreme luck), hot weather, daylight, and the Vermilion Bird (Zhu Que) in the Four Symbols. CBS Eye on the World with John Batchelor CBS Audio Network @Batchelorshow "Playing with fire" in the Taiwan Strait.  Stephen Yates, former deputy national security advisor to Vice President Cheney and currently CEO of DC International Advisory. @GordonGChang, Gatestone, Newsweek, The Hill https://www.cnn.com/2021/11/16/politics/biden-china-taiwan/index.html

What Dewey Do
WDD S2, E6 (#48): Inflation Hits New High – Yikes! What to Do Now to Beat it or Hedge it – or Both!

What Dewey Do

Play Episode Listen Later Nov 17, 2021 45:59


Inflation has surged to a 30-year high – How can investors combat inflation in the short-term and long-term? And how can consumers win, too? Dewey & Brooke break it down for listeners. Plus, Dewey shares his “Top 11 Shopping Tips” to help us all have a very merry holiday season! Tune in today - Available on Apple, Spotify, PodBean & YouTube. Thanks for listening! Please like, rate, subscribe, and share! What Dewey Do is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by WiseMindGentleSoul (www.wisemindgentlesoul.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.

In House Warrior
The Path for Law & Accounting Firms to Robust ESG With Pam Cone, Founder and CEO of Amity Advisory and Host Richard Levick of LEVICK

In House Warrior

Play Episode Listen Later Nov 17, 2021 31:31


The Path for Law & Accounting Firms to Robust ESG: Pam Cone, the Founder and CEO of Amity Advisory, an ESG consulting firm, joins host Richard Levick of LEVICK to discuss the just completed UN Climate Change Conference in Glasgow, Scotland. Pam discusses how law and accounting firms can embrace and lead on ESG issues and how ESG is a green revolution, as significant and change-requiring as the industrial and technological revolutions which preceded it.

Outspoken with Shana Cosgrove
I'm Speaking: Colleen McKenna, CEO and Founder of Intero Advisory, Leader in LinkedIn Branding, Sales and Recruiting Enablement, and Author of It's Business, Not Social™

Outspoken with Shana Cosgrove

Play Episode Listen Later Nov 16, 2021 64:26


LinkedIn, Consistency, and the FutureIn this episode of The Outspoken Podcast, host Shana Cosgrove talks to Colleen McKenna, CEO and Founder of Intero Advisory, LinkedIn Trainer, Author of It's Business, Not Social™, and Leader in LinkedIn Branding, Sales and Recruiting Enablement. Colleen gives her insight and professional tips on marketing yourself and your business on LinkedIn. She goes into what it is like working alongside her family, what her business work environment is like, and the way she looks at the future. Colleen also shares the catalysts of her starting her book and what that experience has been like for her. Lastly, we get to hear books that have impacted Colleen and her fun fact about Oprah Winfrey! QUOTES “Most CEOs don't love social media. But, they will be open-minded to a business tool that will help them increase productivity and sales, find talent, help their salespeople connect with the right people, and share their content and build their brand.” - Colleen McKenna [18:10] “I'm pretty driven once I say I'm going to work on something and I like creating things...I always say I'm like the baker…So, I'm usually the person that puts it in the oven, pulls it out, puts it on the table, then other people on the team finish it up and make it beautiful. - Colleen McKenna [30:28] “I think everyone should take a look at their [LinkedIn] profile and really make sure that their profile is built out as a marketing tool.” - Colleen McKenna [37:31] “Always add value to a conversation. I think that's my 2021 motto. Are you adding value to the conversation?” - Colleen McKenna [42:27]   TIMESTAMPS  [00:04] Intro [01:44] Meet Colleen McKenna [03:55] Starting a Business [06:46] HubSpot [07:48] Business Establishment [10:00] Remote Work and COVID-19's Effect [11:05] Look-Back of the Year [13:08] LinkedIn as a Business Search Engine [14:37] Growing as a Business [18:36] Delegation and Building a Team [21:32] Pricing Services [22:33] Joyful Moments [25:23] Digital Communication and Relationships [27:01] It's Business, Not Social™ [31:18] Colleen's Children [33:41] Technology and Being a Futurist [34:29] Colleen's Husband and Work Environment [37:27] Colleen's Tips for LinkedIn [42:57] Treating LinkedIn Like Facebook? [45:20] Cons of LinkedIn [48:12] Connecting With New People [49:48] LinkedIn Networking and Features [52:07] Creating Content on LinkedIn [54:58] Data and ROI [58:09] LinkedIn in the Hype Cycle [01:00:25] Colleen's Impactful Reads [01:02:06] Colleen's Fun Fact [01:04:06] Outro   RESOURCES https://www.hubspot.com/ (HubSpot) https://marcussheridan.com/ (Marcus Sheridan) http://riverpoolsandspas.com (River Pools) https://www.vistage.com/ (Vistage Worldwide) https://www.facebook.com/ (Facebook) https://twitter.com/ (Twitter) https://www.instagram.com/ (Instagram) https://www.google.com/ (Google) https://www.linkedin.com/in/robertbmiller1/ (Bob Miller) on LinkedIn https://www.millerheimangroup.com/ (Miller Heiman Group, Inc.) https://zoom.us/ (Zoom) https://www.xerox.com/ (Xerox) https://www.linkedin.com/in/reidhoffman/ (Reid Hoffman) on LinkedIn https://www.startupofyou.com/ (The Start-up of You: Adapt to the Future, Invest in Yourself, and Transform Your Career) by Reid Hoffman (Permanent Beta) https://www.amazon.com/Alliance-Managing-Talent-Networked-Age/dp/1625275773 (The Alliance: Managing Talent in the Networked Age) by Reid Hoffman https://www.linkedin.com/pulse/what-i-learned-young-professional-during-pandemic-sarah-bentley/ (What I Learned as a Young Professional During a Pandemic )by Sarah Bentley https://www.linkedin.com/in/sarah-m-bentley/ (Sarah Bentley) on LinkedIn https://www.linkedin.com/premium/products-v2/?intentType=FIND_LEADS&upsellOrderOrigin=guest_login_sales_nav (LinkedIn Sales Navigator) https://www.amazon.com/Life-Transitions-Mastering-Change-Any/dp/1594206821 (Life Is in the Transitions: Mastering Change at Any Age)...

THRIVE For[e]ward
Ep 68: 10 Steps to Greater Financial Confidence in 2022

THRIVE For[e]ward

Play Episode Listen Later Nov 16, 2021 25:00


On today's episode of The Thrive For[e]ward podcast, we are talking about 10 things that you can do before the end of the year to make sure you are set up for 2022 on solid ground with your money. I'll talk about what to do for you, your business, and, if you're an employee, how to ask for a raise to get more money flowing into your account in 2022. These are 10 Super easy categories for you to consider before the end of the year, so let's dive in.Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

The Translator by RiskPro
Episode 11: RiskPro User Follows His Heart and Fills A Need - Doug Eagle

The Translator by RiskPro

Play Episode Listen Later Nov 16, 2021 23:53


In this episode, you can listen to The Translator's host, Julie Mochan talk with an interesting individual that transitioned from a San Diego police officer to a RiskPro-using  financial professional  that followed his calling for helping individuals and churches throughout the country: Doug Eagle of Eagle Retirement Plans, Inc. is is the Translator's guest seat.  Enjoy!

The Thoughtful Entrepreneur
967 - Corporate Sustainability with TripleWin Advisory's Kate Gaertner

The Thoughtful Entrepreneur

Play Episode Listen Later Nov 13, 2021 26:57


967 - Corporate Sustainability with TripleWin Advisory's Kate Gaertner

People of Purpose
PoP 89 Part 1: Leo Bottary ON - The Power of CEO Peer Advisory Groups and How It Can Make a Difference in Your Organization

People of Purpose

Play Episode Listen Later Nov 13, 2021 33:45


Are you a fan of any team sports? Perhaps you have already watched one of the NBA games, or maybe a 90-minute football game in FIFA. What do you think makes a champion team? Is it the “superstar” players? Or have you been part of a sports team, a school club, a group project, or volunteer work? Do you remember what it felt like working with a team? The saying “two is better than one” perfectly describes what it means to be in a group. Working together with your peers makes the work more efficient and effective. To top that, collaborating with other individuals gives you different perspectives and ideas that you might never think of yourself. But have you ever wondered how teams effectively work in organizations with thousands of employees?  In this episode of People of Purpose, Tanur Badgley had the chance to sit with Leo Bottary, the founder and managing partner of Peernovation, LLC. Leo is the award-winning author of three books, including Peernovation: What Peer Advisory Groups Can Teach Us About Building High Performing Teams (2020). He is also a keynote speaker, workshop facilitator, podcaster, Rutgers University adjunct professor, and CEOWORLD Magazine Advisory Board Member and Opinion Columnist. They will discuss what's Peernovation and how peer groups can make a difference to your organization.   Get to know more about Leo Bottary: ⬇️ LinkedIn - https://linkedin.com/in/leobottary Facebook - https://www.facebook.com/leobottary Twitter - https://twitter.com/leobottary Get to know more about Peernovation: ⬇️ Facebook - https://www.facebook.com/peernovation   Here are the other key

Reading with Libraries Podcast
Episode 711: Reading Beyond Books

Reading with Libraries Podcast

Play Episode Listen Later Nov 11, 2021 29:49


Thank you for joining us on the SEVENTH SEASON of our Reader's Advisory podcast! We are so glad you're here to join us. We always enjoy our book group podcast, and we hope you do, too! It's hard to be an expert on ALL of the great books out there! So we pick a new genre each week to chat about and hopefully provide you with some insight into what may be an unfamiliar genre!   You can find our full show notes page here, with links to the beverages we are enjoying and the resources we share today. This week we have an interesting development in the book group discussion: Reading, but not reading books! Of course, we love books. But today we want to talk about some other strategies for reading, and writing, that we can promote in libraries.   And we have a good Guest Host to help us do this! Noah Lenstra is an Assistant Professor of Library and Information Science at University of North Carolina Greensboro. He is also the founder of the Let's Move in Libraries organization.   Their website gives a lot of good information: “Everyone has a role to play in increasing healthy living, including libraries! Let's Move in Libraries is an international initiative to get people of all ages and abilities on the path to health. With their impressive reach and great potential for impact, public libraries can and do support healthy communities through StoryWalks®, seed collections, Yoga classes, gardens, cooking classes, and much, much more. Through Let's Move in Libraries, public libraries can come together with partners to answer the call to action.”

Building the Premier Accounting Firm
Breaking Free From The Imposter Syndrome w/ Troken Pope

Building the Premier Accounting Firm

Play Episode Listen Later Nov 9, 2021 32:54


Think of it, finishing college, working within the community, and then starting your accounting business. Trokon shares with Roger what it took to get the confidence and competence to start the accounting business.  He points out the 3 things that made the difference to insure his success in the first year.  It's like a franchise without the royalty fees. Trokon is quick to point out that getting clients is priority #1.  Hear the mantra he uses to stay focus and make sure it is a win/win relationship when working with a client. In the process the discuss the Imposter Syndrome and how he was able to work past it to offer his clients the quality accounting services he knows they deserve and get paid what he is worth. This is a fun and informative episode you don't want to miss.   Your Host: Roger Knecht, president of Universal Accounting Center Our Guest: Trokon Pope Trokon Pope is the owner of TRP Accounting Services LLC located in Hightstown, NJ. Trokon is a Certified Professional Tax Preparer, Profit & Growth Expert, Intuit QuickBooks Online Advanced Certified ProAdvisor, Certified Life and Business Coach, and Fathom Advisor. He is a father of three, soon-to-be four, loving boys and the husband to his life partner Deyonna Pope, who is the co-owner of C.O.D.E. 2.0 located in Burlington, NJ. He graduated from Thomas Edison State University located in Trenton, NJ in 2020 with his BSBA in Accounting Studies and opened TRP Accounting Services in September of 2020 which in its first year of operation generated over $60,000 in gross revenue. TRP Accounting Services currently offers bookkeeping, tax planning/preparation for business and individual income tax filers, monthly expert consultations, and many more accounting services. He currently is the Northern Regional Director of Partnership for Successful Living which is a not-for-profit that provides Support Coordination Services to individuals born with a developmental disability. He has been in leadership positions for over 15 years and excels at creating efficient workflows, policies, and procedures. As an accountant, Trokon enjoys working with small to medium size businesses that provides services. His goal is to assist new and current business owners with getting a better understanding of their business's financial position so they can make better business decisions.    Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to become the premier accounting firm in their area   Offers: Become a Professional Tax Preparer!  Get the training, certification and coaching to offering quality tax planning and preparation services.  Learn what you can also do to automate your market efforts to get the clients you deserve.  Attend this Marketing Webinar & Training Now for free! In addition to offering quality accounting and tax related services you need to also enlighten your clients with CFO Advisory and Coaching Services.  See what you can do improve client relations and retention increasing the revenue per clients as a Profit & Growth Expert. Get a FREE copy of this book all accounting professionals should use to work on their business and become profitable.  This is a must have addition to every accountant's library to provide to have the premier accounting business today: “in the BLACK, nine principles to make your business profitable”   For Additional FREE Resources for accounting professionals check out this collection HERE!    Remember this, Accounting Success IS Universal.   Listen to our next episode and be sure to subscribe.   For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801.265.3777

Jacobs: If/When
Coastal Squeeze: Let's Loosen Things Up

Jacobs: If/When

Play Episode Listen Later Nov 9, 2021 29:37


Chrissy Mitchell (Ph.D. MSc. BSc. FRGS, FCIWEM, C.Geog, C.Sci, C.Env, CWEM) works nationally within the Joint (DEFRA/Environment Agency/Welsh Government/Natural Resources Wales) Flood and Coastal Erosion Risk Management R&D Programme. As a lead scientist at the UK Environment Agency she heads the Flood and Coast Asset Management Research & Development (R&D) as well as the Reservoir Safety R&D. She is also an Associate Editor of the international journal of Flood Risk Management, and she was the Environment Agency project lead for the recently published coastal squeeze research. With a degree in Geology, a Masters in Environmental Science and a Doctorate in Geography, Chrissy joined the UK Environment Agency in 2003, initially supporting regulation and strategic planning and later the DEFRA/EA FCERM R&D programme as the sustainable asset management theme manager. She became the national lead climate change policy advisor for flood risk management and was nominated chair of young FLOODsite for four years running, an international network of 100+ young people working under a large European Flood research programme. She has been a member of the Advisory committee for the annual UK Flood and Coast Conference.Nigel Pontee (BSc, MSc, PhD, C.Eng, FICE, C.WEM, MCIWEM) has over 30 years' experience in coastal geomorphology and management. His experience covers estuaries, saltmarshes, sand beaches, gravel beaches, mixed sand and gravel beaches, and aeolian sand dunes. He has contributed to the creation of over 1700ha of new wetland habitat in the UK. Over the last six years, Nigel has become more involved in nature based coastal defense projects contributing to  several international guidelines and numerous projects around the world. Nigel is currently working a several projects related to the carbon offsetting potential of marine habitats including the development of a carbon code for coastal saltmarshes and research relating to the carbon content or restored habitats. He is the Global Technology leader for Coastal Planning and Engineering in Jacobs and a Visiting Professor at the National Oceanography Centre in the UK. He is a member of several industry panels for the Institute of Civil Engineers, the American Society of Civil Engineers and the Joint Flood and Coastal Erosion Risk Management R&D Programme in the UK.

THRIVE For[e]ward
Ep 67: The Smart Guide to Holiday Gifting

THRIVE For[e]ward

Play Episode Listen Later Nov 9, 2021 23:29


On the last Thrive For[e]ward Podcast, we talked about gifting, as in giving a physical gift which comes with overspending. In this episode, we're going to talk about giving a gift of monetary value and the smartest way to give to charities and give to families at the end of the year.This is the time of year I get so many questions about giving from my clients, so if you, or someone you know, is in the thought process of wanting to give, whether it be a monetary gift to a family member, children, or grandchildren, what is the best avenue to give those gifts? What limits do you have? And then if you're going to give to a charity, what are your options? What does that look like? As always we love when you share our content so that more individuals can learn and feel empowered from a financial space. The website mentioned in this episode: CharityNavigator.orgShows how much of your donation goes towards the charity's causeFind out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

Not In My House
Bob Netolicky: Neto (4x ABA Allstar, 2x ABA Champion & ABA Legend)

Not In My House

Play Episode Listen Later Nov 8, 2021 68:09


We got Neto! Pacers & ABA legend Bob Netolicky joins us on the podcast today to share his story & all of his amazing experiences from an incredible era of basketball. You do NOT want to miss out on this one!Bob Netolicky was an All-American selection at Drake University. He was later drafted in both the NBA & ABA. Netolicky chose the ABA route & played in the very first ABA season. He went on to earn 4 ABA Allstar selections, 2 ABA championships with the Indiana Pacers, & was named to the All-Time ABA Team. Neto shares great stories about his introduction to basketball, Drake, the ABA & NBA draft process, Rodger Brown, Mel Daniels, Slick Leonard, Neto's bar, exotic pets, the impact of both the Pacers & ABA, his book, Dropping Dimes Foundation & MUCH more!BIG thanks to Bob Netolicky for taking the time to share his experiences with us. This was truly an honor & one of the more fun podcasts we have done. There are so many amazing stories & laughs shared in this one & we know any hoop fan will enjoy & learn something new from this one.Thanks Bob Netolicky!Please be sure to go to Lanasports.com & use the PR Code (coupon code) “NETO24” on the purchase of the original ABA Basketball for $24.00 off! No better gift before the holidays than the beautiful, official ABA Basketball. Also- check out wechangedthegame.com to support & purchase Bob's book titled “We Changed The Game.” Support the Dropping Dimes Foundation at Droppingdimes.org. It's an incredible foundation & the Advisory board is Comprised of hall of fame and American Basketball Association legends, the Dropping Dimes Foundation Advisory Board helps direct the assistance provided to those facing difficult times.More amazing retro items at BobandTomStore.comYou can find this episode on Apple, Spotify or any source for podcasts.Follow us on social media for news, updates and highlight reels!Facebook - https://www.facebook.com/notin.myhouse.79Instagram- @Not_in_my_house_podcastTwitter - @NOTINMYHOUSEpc

Accountable
How You Can Start-Up Your Start-Up, with Advance CPE CEO John Larkin

Accountable

Play Episode Listen Later Nov 8, 2021 26:01


On today's episode, Dave is joined by fellow start-up owner and CEO John Larkin. They talk about John's path to going out on his own, developing his product, tips for aspiring start-up owners, and more.Check out Advance CPE here.Connect with John on LinkedIn here.Looking for quality CPE? See Dave's diverse catalog of courses at Peters Professional Education at https://www.petersprofessionaleducation.com!Visit us at https://www.davidpetersfinancial.com/*Required Disclosures*Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.David Peters FinancialMail to: 8005-C, #129, Creighton Pkwy #129, Mechanicsville, VA 231111657 West Broad Street, #5, Richmond, VA 23220

Gaining Perspective
Democratizing Alternatives for the Advisory Channel

Gaining Perspective

Play Episode Listen Later Nov 5, 2021 20:45


Alternatives have long been a cornerstone of institutional investment portfolios for their higher returns, lower volatility and diversification, but have historically been difficult for individual investors and financial advisors to access. In this episode, Andrea Mody, head of alternatives for Macquarie Asset Management's Client Solutions Group, will discuss her firm's efforts to democratize access to institutional-quality diversified private markets solutions for investors. We'll delve into the increased demand from individual investors, the challenges that financial advisors face in meeting that demand, and Macquarie's efforts to provide advisors with the resources, education and tools they need to provide their clients with access to alternative investments.

Reading with Libraries Podcast
Episode 710: Reading With Libraries 100th Episode!

Reading with Libraries Podcast

Play Episode Listen Later Nov 4, 2021 30:33


Thank you for joining us on the SEVENTH SEASON of our Reader's Advisory podcast! We have more genres to discuss, new books to recommend, and we're so glad you're here to join us. We always enjoy our book group podcast, and we hope you do, too!   Check out our full show notes here. And today's episode is very special: this is our official 100th episode! Yes, there have been a few bonus episodes, and we include our short Browsing Books episodes when this show is on hiatus for our sister podcast: Linking Our Libraries. So while we have been with you for many more than 100 episodes, we have really enjoyed being with you and chatting about 100 genres!  We want to thank you, the listeners, who have been with us since the beginning - special thanks to Chuck and Ralph who have been such good supporters! We want to thank people who drop in for episodes they like. And also to the listeners who are newbies - it's great to have you join us. And to make our celebration complete, we have invited back our Podcast Correspondent: Ariel from the Great River Regional Library System! Thanks for joining us again! 

The John Batchelor Show
China threatens the US, NATO, AUKUS, and climate change. Stephen Yates, @YatesDCIA, DCI Advisory. @GordonGChang, Gatestone, Newsweek, The Hill

The John Batchelor Show

Play Episode Listen Later Nov 4, 2021 13:05


Photo:  T-26 tanks of Chinese Nationalist Army during WW2. China threatens the US, NATO, AUKUS, and climate change.  Stephen Yates, @YatesDCIA,  DCI Advisory. @GordonGChang, Gatestone, Newsweek, The Hill https://www.youtube.com/watch?v=DukbE9kw-7I  [Deutsche Welle: China boosts coal production as world leaders discuss climate crisis] Stephen Yates, @YatesDCIA, CEO of D.C. International Advisory and former advisor to Vice President Dick Cheney.   

What Dewey Do
WDD S2, E5 (#47) with Charlotte Alex, Director of Children‘s Miracle Network

What Dewey Do

Play Episode Listen Later Nov 3, 2021 41:37


Special guest, Charlotte Alex, joins Dewey & Brooke for Season 2, Episode 5! As Director of Children's Miracle Network Hospitals, Charlotte shares some of the ways Beaumont Children's Hospital works to support their patients and families. Charlotte provides advice for women in business who are also raising kids, giving back to the causes you support, and the importance of having a children's hospital for unexpected life situations. Thanks for listening! Please like, rate, subscribe, and share! What Dewey Do is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by WiseMindGentleSoul (www.wisemindgentlesoul.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.

AP Audio Stories
Election 2021-Virginia, ADVISORY

AP Audio Stories

Play Episode Listen Later Nov 3, 2021 1:32


AP Audio Stories
Election 2021-Virginia, ADVISORY

AP Audio Stories

Play Episode Listen Later Nov 3, 2021 1:31


Planet MicroCap Podcast | MicroCap Investing Strategies
Ep. 199 - Merger Arbitrage, Naked Wines and Value Traps with Luis Sanchez, Investor/Founder of LVS Advisory

Planet MicroCap Podcast | MicroCap Investing Strategies

Play Episode Listen Later Nov 3, 2021 74:01


For this episode of the Planet MicroCap Podcast, I spoke with Luis Sanchez, investor and founder of LVS Advisory; I was introduced to him by Ben Claremon, Host of the Compounders podcast (thank you Ben!). This was the first time I met with Luis and we chatted about a whole host of topics: his defensive portfolio strategy focused on merger arbitrages, growth portfolio philosophy, Naked Wines thesis, value traps and more! I really enjoyed meeting Luis and learning more about his investing approach.  For more information about Luis Sanchez and LVS Advisory, please visit: https://lvsadvisory.com/  You can Follow Luis Sanchez on Twitter @LuisVSanchez777: https://twitter.com/LuisVSanchez777  Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

THRIVE For[e]ward
Ep 66: Spreading Holiday Cheer Without Sinking Into Holiday Debt: Here's How

THRIVE For[e]ward

Play Episode Listen Later Nov 2, 2021 28:09


In today's episode, we are going to talk about holiday spending and credit card debt. Have you ever found yourself over-swiping this time of year because you don't want to attend that holiday party without a hostess gift or your kids to have a full Christmas tree of presents? Or do you attend family get-togethers and have to buy every single family member I gift? Well, my friends, I want you to understand a little bit better about how to go into this holiday season when it comes to spending. And if you say to me, Shannon, well, I've already got all of those Steals and Deals throughout the year because I do all of my holiday shopping throughout the year, well my friend, I think you can still gain some insight as we move forward into this holiday season. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

The Athlete Entrepreneur
Andrew Kline | Former NFL Player & Current Founder & Managing Director at the Sports-Focused Investment Banking Firm, Park Lane

The Athlete Entrepreneur

Play Episode Listen Later Nov 1, 2021 130:59


This episode of The Athlete Entrepreneur features Andrew Kline Andrew is the Founder and Managing Director at Park Lane. Park Lane is a Los Angeles-based Investment Bank that provides sports finance advisory services. Andrew has been involved in M&A transactions in all of the major sports (MLB, NFL, NHL, NBA, etc.) and has been fundamental in obtaining financing for many early-stage sports-based businesses Andrew was my teammate at San Diego State University where we played together on the offensive line. Andrew was drafted by then world champion St. Louis Rams where his career was unfortunately cut short by concussions. Andrew is a born entrepreneur, having founded the Australian Surf Academy after returning home from a surf trip in Bali and The Athletes Agency after waking up from a dream one night with an idea to connect professional athletes with corporations. Both of which he had successful exits with. Andrew is currently a member of the Stanford Executive Circle, Young Presidents Organization (YPO), the Association of Corporate Growth, the NFLPA, and the NFL Retired Players Association.In 2013, at the age of 36, Kline was named to The M&A Advisor's 40 Under 40 list. Kline was also named to SportsBusiness Journal's 2016 Power Players List in the Advisory category.Follow us on Twitter @greg_spillaneFollow us on YouTube Find me on LinkedIn

How That Happened
58. Robert Wagner – 55 Questions to Ask Before You Sell Your Business

How That Happened

Play Episode Listen Later Nov 1, 2021 50:15


Aaron is joined by his co-host Robert Wagner, who leads the Advisory practice at HoganTaylor. Robert published the book 55 Questions to Ask Before You Sell Your Business on March 23, 2021. Robert shares the inspiration behind the book and the lessons he hopes readers will take away based on the opening statement he establishes at the very beginning of the first chapter: One day, your business will be owned by someone else. “Too many owners,” says Robert, “don't plan for that process.” He makes the case that business owners need to be thinking—perhaps up to three years in advance—about how to position their company for that inevitable sale or transfer of ownership. Listen in as Aaron and Robert discuss several of the 55 questions, which Robert grouped into five separate categories in the book: general financial questions; revenue and profitability questions; financial condition and capital structure questions; strategic organizational and human resource questions; and contracts, tax, and regulatory. This episode is now on Apple Podcasts, Google Play, Spotify, Stitcher, or wherever you listen to podcasts. You can also listen via the podcast player embedded above. Make sure to subscribe to “How That Happened” to receive our latest episodes, learn more about our guests, and collect resources on how to better run your business. For bonus content and additional show notes, visit http://www.hogantaylor.com/how-that-happened Copyright 2020 HoganTaylor LLP. All Rights Reserved. To view the HoganTaylor general terms & conditions, visit www.hogantaylor.com

Out Of The Blank
#957 - Small Craft Advisory (Nicholas Smalley)

Out Of The Blank

Play Episode Listen Later Oct 29, 2021 64:10


Nick is a attorney for Rhode Island by day and a beer blogger by night, Nick opens up about the world of craft beer and why he got interested in blogging about it. Through the pandemic small businesses took a hit and that doesn't exclude the beer industry so showing support and having a good time can be one of the many reasons why he started "The Drinking Lawyer".

The Clement Manyathela Show
In conversation with the South african national blood service

The Clement Manyathela Show

Play Episode Listen Later Oct 29, 2021 38:16


Clement Manyathela is in conversation with Dr Thabiso Rapodile, Lead Consultant in Training, Education and Advisory services from the South African National Blood Service to donating blood See omnystudio.com/listener for privacy information.

Listeners' Advisory: The San Diego Public Library Podcast
Clara Breed and the Library Master Plan Pt. II

Listeners' Advisory: The San Diego Public Library Podcast

Play Episode Listen Later Oct 27, 2021 22:13


In our season finale, Bob chats with author Joanne Oppenheim, historian Susan Hasegawa, and Library Director Misty Jones about former City Librarian Clara Breed and her legacy of rebellion. Also, Scott provides an update on the 2nd phase of the Library Master Plan and its emerging framework. The Rebellious Miss BreedJoanne Oppenheim - Dear Miss BreedSusan Hasegawa - Call to Serve: Clara E. Breed and the Japanese American IncarcerationMisty JonesThe Library Master PlanCarson Block ConsultingGroup 4 Architecture, Research + Planning*Please Take Our Survey*With the completion of our first season, we're eager to hear from you! We want to know what worked, what didn't work, and how we can make the next season of Listeners' Advisory even better. The survey should only take a few minutes and we greatly appreciate your time. Thanks,BobMusic notes - The Mind Orchestra “Owen” © 2020. 

InForum Minute
Wind Advisory Today, NDSU Hate Speech Found, COVID Misinformation, Crookston Intersection, Moorhead City Council and More.

InForum Minute

Play Episode Listen Later Oct 26, 2021 15:05


WDAY's First News anchors Se Kwon and Drew Trafton get you caught up on everything you need to know for Tuesday, October 26th.  The InForum Minute is a product of Forum Communications and is brought to you by reporters at WDAY-TV and The Forum of Fargo-Moorhead. Find more news throughout the day at www.inforum.com for more.

Profitable Joyful Consulting
EP78: Advisory Consulting with Samantha Hartley

Profitable Joyful Consulting

Play Episode Listen Later Oct 26, 2021 18:23


On the Profitable Joyful Consulting podcast, I teach you how to increase your profits and enjoy your business more. In this episode, you'll learn how to sell advisory services in your consulting business. For many consultants, the core of their consulting engagements is training. Some consultants think in order to shape their business around training, they have to have more curriculum, an army of trainers, and a whole e-learning component to reach more people. If that's what you want to do, incredible. Go for it. But that's not the only way to serve your clients. You can just give them advice, and do no additional work for them, and still make millions of dollars in revenue. You have unique expertise and insights, so you don't need e-learning or curriculum, or an enormous team or anything at all.  In this episode of the Profitable Joyful Consulting podcast, I teach you how. Key areas discussed in this episode: 1:38 What consulting really is 2:11 One of my earliest frustrations in my consulting business, and what it compelled me to create for my clients  3:15 Why more consultants don't just do advisory services  4:08 Why you “just giving advice” can absolutely be enough for your clients 4:40 Three formats advisory services can take   6:34 How to help your clients keep the value of you and your contribution in perspective  13:45 The key question to ask yourself to figure out how to implement advisory services in your business 14:24 How to price your advisory services  Watch this episode on YouTube: https://youtu.be/1QAvNPtg-_Q or listen on your favorite podcast app: www.enlightenedmarketing.com/podcast to learn how to have a flourishing consulting business without a team.  Episode Hashtags: #ConsultingBusiness #AdvisoryServices Long show notes: 

THRIVE For[e]ward
Ep 65: Resources to Help You Live a Sustainable Lifestyle

THRIVE For[e]ward

Play Episode Listen Later Oct 26, 2021 22:53


We are rounding out our sustainable investment series by talking about a couple of key topics on how you can transition into a sustainable investment lifestyle. How to own sustainability in your life. We know that truly living sustainably isn't just about doing one thing, but it is about making a change in our overall lifestyle. And by no means in today's episode, am I asking you to do every single thing that we talk about. Maybe just pick one thing. So how do you do that in a giving strategy? How do you do that in a volunteering strategy?s And how do you do that when you make a simple trip to the grocery store?I have some advice and free resources to help you decide if the businesses you frequent align with your values. And, I also admit my weaknesses. I'm not perfect, and I'm not asking you to be, either. But we can all make a difference, and that's what we will talk about now. Find out more about Forethought Planning: www.forethoughtplanning.comFollow Forethought Planning on social media:FacebookLinkedInYouTube channelScore our free Wealth Assessment tool on our website.Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.   

ShadowTalk by Digital Shadows
Weekly: REvil Rep Death, Ransomware Trends, and BlackMatter Advisory

ShadowTalk by Digital Shadows

Play Episode Listen Later Oct 22, 2021 25:12


Weekly: REvil Rep Death, Ransomware Trends, and BlackMatter Advisory ShadowTalk host Sean alongside Austin and Ivan bring you the latest in threat intelligence. This week they cover: * REvil rep death * Q3 Ransomware trends * BlackMatter CISA advisory ***Resources from this week's podcast*** REvil Domain Hacked https://www.digitalshadows.com/blog-and-research/revil-domains-hijacked/ 
 CISA Alerts https://us-cert.cisa.gov/ncas/alerts/aa21-291a Subscribe to our threat intelligence email: https://info.digitalshadows.com/SubscribetoEmail-Podcast_Reg.html  Also, don't forget to reach out to - shadowtalk@digitalshadows.com- if you have any questions, comments, or suggestions for the next episodes.

The Logistics of Logistics Podcast
Owning The Customer Experience with Larry Gordon

The Logistics of Logistics Podcast

Play Episode Listen Later Oct 20, 2021 46:42


Owning The Customer Experience with Larry Gordon Larry Gordon and Joe Lynch discuss owning the customer experience. Larry is is the Managing Director, GTM, Emtec Digital, a global technology services company that provides digital software engineering and transformation solutions to clients across multiple industries. About Larry Gordon  Larry Gordon is the Managing Director, GTM, Emtec Digital. Prior to joining Emtec, Larry has held senior leadership positions at Cognizant and Capgemini and has founded and led IT services and software companies in the security, devops and digital transformation segments. He has also been a successful angel investor in the energy and cloud spaces. About Emtec Emtec is a global IT consultancy dedicated to helping world class organizations in the enterprise, education, and government markets drive transformation and growth by employing the latest enterprise technologies and innovative business processes. We empower our clients to accelerate innovation and deliver amazing client experiences to better compete and ultimately lead in their industry. Our “Client for Life” approach is built upon over 20 years of delivering rapid, meaningful, and lasting business value. Our offerings span the IT spectrum from Advisory, Applications (Enterprise, Custom, Mobile and Cloud) as well as Intelligent Automation, Analytic, Cyber Security and Infrastructure Services. Key Takeaways: Owning The Customer Experience Larry Gordon is the Managing Director, GTM, Emtec Digital, a firm that empowers their transportation and logistics clients to accelerate innovation and deliver amazing client experiences. In the podcast interview, Larry explains how the customer experience is increasingly enabled by technology. Consumer technology companies like Amazon have raised the bar on customer experience. Leading transportation, logistics, and warehousing companies are investing to deliver the best customer experience. The 3PL market is separating between the “haves” who have game-changing technology and the “have-nots” who are unable or unwilling to invest in technology. In the past, IT service companies developed systems that were focused on operational and financial functions that were not seen or use by the firm's customers. Today, IT service companies are not just not just developing systems that streamline the process – they are delivering customer experiences. When the customer is regularly interacting with the technology, the bar is very high. IT services companies who are developing customer experiences, work closely with customers (end customers) to understand their unique preferences. Emtec develops digital products or platforms that are customer facing – products that have the ability to delight customers and give your company a competitive advantage. Emtec is a global technology services company providing digital software engineering and transformation solutions to clients in logistics, transportation, and warehousing. Emtec also works some of the leading technology companies in the freight tech space. Learn More About Owning The Customer Experience Larry Gordon LinkedIn Emtec Emtec Digital The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube

What Dewey Do
“What Dewey Do?” Season 2, Episode 4 (#46): The Great Resignation – Explained!

What Dewey Do

Play Episode Listen Later Oct 20, 2021 30:24


The Great Resignation is taking the country by storm – Dewey and Brooke break it down for listeners! What 11 things should employees consider before leaving their jobs? On the flip side, what can employers do to keep their staff from quitting? Tune in today! Thanks for listening! Please like, rate, subscribe, and share! What Dewey Do is a podcast by Great Lakes Wealth (www.greatlakeswealth.us), and executively produced by WiseMindGentleSoul (www.wisemindgentlesoul.com). Great Lakes Wealth, LLC is a Registered Investment Advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.

The Model Health Show
TMHS 517: The FDA's Vaccine Advisory Meeting & Another Blockbuster Drug Recall

The Model Health Show

Play Episode Listen Later Sep 28, 2021 82:37


Right now, there's a lot of opinions and discrepancies surrounding the idea of a COVID-19 booster shot. In fact, the FDA's approval varies slightly from the CDC recommendations. It's no wonder that there are a multitude of varying ideas on this topic.  On today's show, we're going behind the scenes of the FDA booster approval and discussing the pertinent data on mRNA studies, the pharmaceutical industry at large, and the COVID-19 vaccine. You're going to learn the specifics of the COVID-19 vaccine booster trials, how the FDA operates, and why some key information being reported is not quite what it seems.  No matter where you stand on this issue, I hope you can approach this episode with an open mind, logic, and reason. I hope this episode gives you insight into clinical trials, government agencies, and how to take a broader look at what's happening in our current events. So click play, listen in, and enjoy the show!  In this episode you'll discover: How protocol was broken during the initial mRNA trials.  What happens in a study when you lose the control group.  Which pharmaceutical company paid the largest healthcare fraud settlement. How often unsafe drugs are typically prescribed before being recalled.  The number of yearly hospitalizations that are caused by properly prescribed drugs. How many serious adverse drug reactions occur in the US every year.  What FDA user fees are and how they work. The connection between the FDA and pharmaceutical companies. How the news media and the government are intertwined.  The amount of test subjects evolved in the COVID-19 vaccine booster trials. What the FDA advisory committee final vote was for individuals 16 years and older.  The difference between relative risk reduction and absolute risk reduction.  Why breakthrough cases were likely underreported.  Some of the adverse effects reported from the COVID-19 vaccine. What you should know about the VAERS database. Items mentioned in this episode include: DrinkLMNT.com/model -- Get a FREE sample pack for the cost of shipping!  Onnit.com/model -- Get your optimal health supplements at 10% off!  Themodelhealthshow.com/booster Themodelhealthshow.com/connect The Truth About the FDA – Episode 512 COVID-19 Vaccine Efficacy & ADE – Episode 508 Join TMHS Facebook community - Model Nation  Be sure you are subscribed to this podcast to automatically receive your episodes:  Apple Podcasts Stitcher Spotify Soundcloud *Download Transcript