Podcasts about advisory group

Body providing strategic advice to an organisation

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Best podcasts about advisory group

Latest podcast episodes about advisory group

RNZ: Checkpoint
Troubled advisory group scrapped four months early

RNZ: Checkpoint

Play Episode Listen Later Feb 10, 2026 4:48


The government is scrapping a troubled advisory group led by businessman Sunny Kaushal. The Ministerial Advisory Group for victims of retail crime has been dogged by controversy since it was established by Justice Minister Paul Goldsmith in October 2024. Most recently, three of its five members resigned within a month of each other, with one saying it had become a very unpleasant environment under Kaushal. Reporter Jimmy Ellingham spoke to Lisa Owen.

RNZ: Morning Report
Retail crime advisory group disbands four months early

RNZ: Morning Report

Play Episode Listen Later Feb 10, 2026 5:49


Justice Minister Paul Goldsmith is pulling the pin on a group charged with tackling retail crime four months early. He spoke to Corin Dann.

The Mike Hosking Breakfast
Sunny Kaushal: Retail Crime Advisory Group Chair on the early disbanding of the group

The Mike Hosking Breakfast

Play Episode Listen Later Feb 10, 2026 2:45 Transcription Available


The Retail Crime Group chair is brushing off criticism from former members. The Government's scrapping its retail crime Ministerial Advisory Group early after three members resigned, leaving just two members out of five. Retail NZ boss and former member Carolyn Young said her relationship with chair Sunny Kaushal made the role untenable and as a politician, he's focused on making headlines. But Kaushal told Mike Hosking he's not upset how things went down with Young because he's focused on the victims. He says he won't respond to her public comments because he wants to get the job done and not focus on egos. LISTEN ABOVE See omnystudio.com/listener for privacy information.

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The Mike Hosking Breakfast
Pollies: National's Mark Mitchell and Labour's Ginny Andersen talk the retail crime advisory group, the LNG facility, and the latest in the House

The Mike Hosking Breakfast

Play Episode Listen Later Feb 10, 2026 10:24 Transcription Available


Political tensions are flaring over the fate of the Government's retail crime advisory group. The Government's scrapping its Ministerial Advisory Group several months early after three members resigned last month, leaving just two. Labour's Ginny Anderson told Mike Hosking it's been a disaster since day one with zero outcomes, lead by the group chair Sunny Kaushal. She says he was a political appointment that backfired. But National's Mark Mitchell says they wanted to make sure New Zealand's small and medium businesses had a strong voice, which Kaushal has been. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Heather du Plessis-Allan Drive
Paul Goldsmith: Justice Minister defends early end to retail crime advisory group

Heather du Plessis-Allan Drive

Play Episode Listen Later Feb 10, 2026 3:11 Transcription Available


The Justice Minister says his retail crime advisory group has been successful and productive. It'll been cut short, ending in May - not the planned September - after three members resigned last month. It leaves just two members, chair and dairy owner Sunny Kaushal and liquor retailer, Ash Parmar. Paul Goldsmith says he could have appointed more people for the next six months or wrapped it up early. "The simpler thing to do was say - look, you've got a couple of things you need to finish, you've got three months to do that and then we'll go off on our merry way. The Government's got lots of ideas to work with." LISTEN ABOVESee omnystudio.com/listener for privacy information.

Early Edition with Kate Hawkesby
Carolyn Young: Retail NZ CEO and former group member on the Retail Crime Ministerial Advisory Group dismantled

Early Edition with Kate Hawkesby

Play Episode Listen Later Feb 10, 2026 2:04 Transcription Available


There's no evidence retail crime has fallen, despite claims the Government's Retail Crime Advisory Group delivered more change than ever before. The Justice Minister has confirmed the group will be disbanded early, months ahead of schedule, after several members resigned. Chair Sunny Kaushal says he doesn't think there is any other Ministerial advisory group that's delivered eight key reforms in two years. But Retail NZ CEO and former group member Carolyn Young told Ryan Bridge it's an election year, he's a politician and he wants votes. She says people must focus on what's headline news and what's actual news, to see what's been put in place and has actually made a difference. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Best of Business
Paul Goldsmith: Justice Minister defends early end to retail crime advisory group

Best of Business

Play Episode Listen Later Feb 10, 2026 3:20 Transcription Available


The Justice Minister says his retail crime advisory group has been successful and productive. It'll been cut short, ending in May - not the planned September - after three members resigned last month. It leaves just two members, chair and dairy owner Sunny Kaushal and liquor retailer, Ash Parmar. Paul Goldsmith says he could have appointed more people for the next six months or wrapped it up early. "The simpler thing to do was say - look, you've got a couple of things you need to finish, you've got three months to do that and then we'll go off on our merry way. The Government's got lots of ideas to work with." LISTEN ABOVESee omnystudio.com/listener for privacy information.

Economy Watch
Steve Symon: Following the money while playing whack-a-mole against the large commercial enterprises of organised crime

Economy Watch

Play Episode Listen Later Jan 30, 2026 39:38


By Gareth VaughanA new all-of-government strategy to tackle organised crime aims to make New Zealand the hardest place in the world for organised criminal groups to do business and following the money is key to the fight, says the Chairman of the Ministerial Advisory Group on Transnational, Serious and Organised Crime.One of the Ministerial Advisory Group's recommendations is to broaden the legal definition of money laundering, with barrister Steve Symon, who chaired the Advisory Group, saying money is the key driver."The reason they operate in New Zealand is money. I'm not saying that we will cure the problem of organised crime globally, but we can make New Zealand the hardest place for organised crime to operate, such that they'll see other markets as more lucrative," Symon says in a new episode of interest.co.nz's Of Interest podcast."We're effectively saying 'organised crime don't operate here, go elsewhere to do that.' We have to make it as challenging as possible for organised crime to profit from it, to use money.""The money laundering regime is a key aspect of that. Obviously there has to be a way for organised crime to take the money that they get from crime and benefit from it. Transfer it, launder it... into a way that they can use it," says Symon."The challenges that we have in relation to the current money laundering regime [are] probably best demonstrated by the small number of money laundering cases that go through our courts. We know that the drug trade is driven by organised crime. And...theoretically, for every drug case you should have a money laundering case as well."Symon says fortunately most New Zealanders won't be aware of the problem of organised crime, but they will see the symptoms of it."The methamphetamine use, particularly in our rural communities, [which] is decimating some of our rural communities. The advent of the fraud that is spreading. One in 10 New Zealanders are the victim of fraud and that number is escalating.""And there'll be touch points that the public are not aware of, where they are interacting with people who are exploited migrants who have been exploited by organised crime," says Symon."We will see new and emerging threats through organised crime, such as a black market in tobacco which has been, escalating in New Zealand. And these things are growing and becoming more complex. What we're also seeing is organised crime working in more nefarious ways. So working on corrupting individuals, corrupting New Zealanders going about doing their work to try and maximise the return they can get from their crime.""Organised crime is working more and more like large commercial enterprises. So when you think of large companies and how they spend their energy on facilitating and maximising the return that they can get for their investors, it's the same logic you should apply to organised crime," says Symon.In the podcast audiohe also talks about the challenge of cash "the primary currency of organised crime" and the recommendation to stop cash payments in certain industries, why the Advisory Group recommends a dedicated Transnational, Serious and Organised Crime Minister, funding the fight against organised crime, why more is needed from Inland Revenue, working across government agencies, the role of the private sector, cryptocurrency, the need for international cooperation and more.Just before Christmas Associate Police Minister Casey Costello unveiled a new all-of-government strategy to tackle organised crime. Costello released this strategy document, and this action plan. Details on the Ministerial Advisory Group and all its reports can be found here.*You can find all episodes of the Of Interest podcast here.

RNZ: Checkpoint
Labour Party savages government retail crime advisory group

RNZ: Checkpoint

Play Episode Listen Later Jan 27, 2026 1:51


The Labour Party has savaged a government advisory group on retail crime, calling it "dysfunctional, directionless and failing". It comes after Checkpoint yesterday revealed that three of the five members on the Ministerial Advisory Group had resigned in recent weeks.

RNZ: Checkpoint
Over half of government retail crime advisory group resigns

RNZ: Checkpoint

Play Episode Listen Later Jan 26, 2026 5:32


A controversial government advisory group on retail crime has fallen apart with three of the five members resigning months before the group is due to finish its work. The latest person to quit is Retail New Zealand Chief executive, Carolyn Young. Questions have been raised about the group's value for money after it was revealed that its chairperson, Sunny Kaushal was paid $230,000 in its first year; something he vigorously defends. Retail NZ's Carolyn Young spoke to Lisa Owen.

The Mike Hosking Breakfast
Paul Goldsmith: Justice Minister on the resignations of three of five of the Retail Crime Ministerial Advisory Group members

The Mike Hosking Breakfast

Play Episode Listen Later Jan 26, 2026 2:38 Transcription Available


The Justice Minister's dismissing suggestions there's an issue within the Ministerial Advisory Group for victims of retail crime amid resignations. Three of the five members have resigned in recent weeks including Michael Bell, Lindsay Rowles, and Retail NZ Chief Executive Carolyn Young. Young says her relationship with its chairman Sunny Kaushal became untenable. Kaushal's refused an interview but says it's well known himself and Young have different views on the group's recommendations. Justice Minister Paul Goldsmith told Mike Hosking it's a total beat-up. He says the group's been very productive with two of the five promoted into higher jobs, with one member not happy. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Early Edition with Kate Hawkesby
Carolyn Young: Retail NZ Chief Executive on why she quit the Ministerial Advisory Group for victims of retail crime

Early Edition with Kate Hawkesby

Play Episode Listen Later Jan 26, 2026 3:23 Transcription Available


Turmoil within the Ministerial Advisory Group for victims of retail crime - with three of the five members resigning in recent weeks. It includes Michael Bell, Lindsay Rowles, and Retail NZ Chief Executive Carolyn Young. Group Chair Sunny Kaushal's refused an interview but says it is well known himself and Young have different views on the group's recommendations. Carolyn Young told Ryan Bridge her resignation came after a series of challenges made the role untenable. She says it started when the Dairy Owners Association attacked her professionalism in the media and Sunny allegedly refused to do anything about one member attacking another. LISTEN ABOVESee omnystudio.com/listener for privacy information.

The Big 550 KTRS
01-03-26 Girl Talk with Vivia Concierge Services, and Capital Advisory Group

The Big 550 KTRS

Play Episode Listen Later Jan 3, 2026 45:45


01-03-26 Girl Talk with Vivia Concierge Services, and Capital Advisory Group by

The Clarke County Democrat Podcast
Gov. Ivey forms health advisory group

The Clarke County Democrat Podcast

Play Episode Listen Later Dec 31, 2025 2:22


Gov. Kay Ivey signed an order on Dec. 18 creating the Alabama Rural Health Transformation Advisory Group, which is designed to act if Alabama secures federal approval for a sweeping rural health-care overhaul tied to President Donald Trump's One Big Beautiful Bill. “The creation of the Rural Health Transformation Advisory Group enables Alabama to hit the ground running once the state's new comprehensive rural health-care strategy is greenlighted by the Trump Administration,” Ivey said. “The members of this group will help ensure our programs initiate positive transformations to the way Alabamians receive quality health care and that those transformative investments...Article Link

Way of Champions Podcast
#461 Linda Flanagan: How Money and Mania Have Ruined Kids Sports, Why it Matters, and How to Take Back the Game (replay)

Way of Champions Podcast

Play Episode Listen Later Dec 26, 2025 65:34


After a recent visit to the US House of Representatives, John has been thinking a lot about the business of youth sports and how we can fix the many issues plaguing it. In this replay of episode 293, John has a discussion with Linda Flanagan a freelance journalist, researcher, and former cross-country and track coach. A founding board member of the NYC chapter of the Positive Coaching Alliance and 2020-21 Advisory Group member for the Aspen Institute's Reimagining Sports initiative, her writing on sports has appeared in The Atlantic, Runner's World, and NPR's education site Mind/Shift, where she is a regular contributor. Previously Flanagan was a national security analyst at the NationalSecurity Program, Harvard University. She is also a mother of three and lifelong athlete. Linda and John discuss her book Take Back the Game: How Money and Mania Are Ruining Kids' Sports, and Why it Matters. We cover how sport has become a business, how much pressure is on parents to do more and more at younger ages, how the fact that sports help kids get into and pay for college is driving much of the mania, and so much more. She has compiled the latest research on the economic and social impacts of sport, as well as research post-COVID. It is a really fun conversation. You can grab Take Back the game here. You can connect with Linda @LindaFlanagan2 BOOK A SPEAKER: Interested in having John or one of our speaking team come to your school, club or coaching event? We are booking November and December 2025 and Winter/Spring 2026 events, please email us to set up an introductory call John@ChangingTheGameProject.com PUT IN YOUR BULK BOOK ORDERS FOR OUR BESTSELLING BOOKS, AND JOIN 2025 CHAMPIONSHIP TEAMS FROM SYRACUSE MENS LAX, UNC AND NAVY WOMENS LAX, AND MCLAREN F1! These are just the most recent championship teams using THE CHAMPION TEAMMATE book with their athletes and support teams. Many of these coaches are also getting THE CHAMPION SPORTS PARENT so their team parents can be part of a successful culture. Schools and clubs are using EVERY MOMENT MATTERS for staff development and book clubs. Are you?  We have been fulfilling numerous bulk orders for some of the top high school and collegiate sports programs in the country, will your team be next? Click here to visit John's author page on Amazon Click here to visit Jerry's author page on Amazon Please email John@ChangingTheGameProject.com if you want discounted pricing on 10 or more books on any of our books. Thanks everyone. This week's podcast is brought to you by our friends at Sprocket Sports.  Sprocket Sports is a new software platform for youth sports clubs.  Yeah, there are a lot of these systems out there, but Sprocket provides the full enchilada. They give you all the cool front-end stuff to make your club look good– like websites and marketing tools – AND all the back-end transactions and services to run your business better so you can focus on what really matters – your players and your teams. Sprocket is built for those clubs looking to thrive, not just survive, in the competitive world of youth sports clubs.  So if you've been looking for a true business partner – not just another app – check them out today at https://sprocketsports.me/CTG. BECOME A PREMIUM MEMBER OF CHANGING THE GAME PROJECT TO SUPPORT THE PODCAST If you or your club/school is looking for all of our best content, from online courses to blog posts to interviews organized for coaches, parents and athletes, then become a premium member of Changing the Game Project today. For over a decade we have been creating materials to help change the game. and it has become a bit overwhelming to find old podcasts, blog posts and more. Now, we have organized it all for you, with areas for coaches, parents and even athletes to find materials to help compete better, and put some more play back in playing ball. Clubs please email John@ChangingTheGameProject.com for pricing.  Become a Podcast Champion! This weeks podcast is also sponsored by our Patreon Podcast Champions. Help Support the Podcast and get FREE access to our Premium Membership, with well over $1000 of courses and materials. If you love the podcast, we would love for you to become a Podcast Champion, (https://www.patreon.com/wayofchampions) for as little as a cup of coffee per month (OK, its a Venti Mocha), to help us up the ante and provide even better interviews, better sound, and an overall enhanced experience. Plus, as a $10 per month Podcast Super-Champion, you will be granted a Premium Changing the Game Project Membership, where you will have access to every course, interview and blog post we have created organized by topic from coaches to parents to athletes. Thank you for all your support these past eight years, and a special big thank you to all of you who become part of our inner circle, our patrons, who will enable us to take our podcast to the next level. https://www.patreon.com/wayofchampions

RNZ: Checkpoint
Retail crime advisory group spent $24k catering, venue hire

RNZ: Checkpoint

Play Episode Listen Later Dec 19, 2025 6:00


An advisory group set up to tackle retail crime is in the spotlight again over its spending, It was revealed earlier that the Ministerial Advisory Group for Victims of Retail Crime, or MAG, has spent $100,000 a year for office space in the Auckland CBD, and paid chairman Sunny Kaushal $230,000 for his first year of work. Now documents show MAG has spent over $24,000 on catering and venue hire to run stakeholder engagement meetings around the country. Correspondent Jimmy Ellingham spoke to Lisa Owen.

The Mike Hosking Breakfast
Pollies: Mark Mitchell and Ginny Andersen talk RMA reforms, Andrew Coster, Retail Crime Ministerial Advisory Group spending

The Mike Hosking Breakfast

Play Episode Listen Later Dec 9, 2025 11:19 Transcription Available


Today on Politics Wednesday, Labour's Ginny Andersen and National's Mark Mitchell joined Heather du Plessis-Allan to discuss the week thus far. They discussed the newly-announced RMA reforms – how does Labour feel about the new acts? There's been another development in the McSkimming saga, with Andrew Coster claiming he briefed both Chris Hipkins and Mark Mitchell on the situation previously – something neither of them recall. And is the Ministerial Advisory Group for Retail Crime taking the mickey with how much they're charging for their services? LISTEN ABOVE See omnystudio.com/listener for privacy information.

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Bloomberg Talks
Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, Talks Luxury Gifting Trends

Bloomberg Talks

Play Episode Listen Later Nov 28, 2025 8:32 Transcription Available


Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, talks about luxury gifting trends leading holiday spending among affluent consumers. Telsey spoke with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

The Brand Called You
Unlocking Wealth Through Taxation: Divakar Vijayasarathy, Creator of the Tax as Profit Framework & CEO of DVS Advisory Group

The Brand Called You

Play Episode Listen Later Nov 28, 2025 27:12


Welcome to another insightful episode of The Brand Called You featuring Divakar Vijayasarathy, creator of the Tax as Profit Framework and founder/CEO of DVS Advisory Group. Hosted by Ashutosh Garg, this episode dives deep into the psychology of tax and wealth creation, exploring how entrepreneurs can leverage international taxation to align business goals with national priorities, turning taxes from a cost into a profit.Discover Divakar Vijayasarathy's journey from banking to building global tax strategies, and learn what mistakes founders must avoid when scaling internationally. Get actionable advice on protecting wealth, designing tax structures, and shifting from reactive compliance to proactive opportunity mapping.Whether you're a startup founder, seasoned entrepreneur, or finance enthusiast, this episode reveals the hidden opportunities within taxation and how technology will shape its future. Tune in for leadership lessons, practical frameworks, and global perspectives you won't find anywhere else!

Heather du Plessis-Allan Drive
Steve Symon: Chair of the Ministerial Advisory Group on organised crime comments on the progress of Operation Matata

Heather du Plessis-Allan Drive

Play Episode Listen Later Nov 28, 2025 4:25 Transcription Available


A prediction we haven't seen the last of a transnational crime syndicate operating out of Auckland airport. Operation Matata's seen 43 arrests since February, including 20 border workers - allegedly involved with smuggling large quantities of meth and cocaine. It's thought the group were exploiting baggage handlers at the airport. Chair of the ministerial advisory group on organised crime Steve Symon told Heather du Plessis-Allan that authorities have done a fantastic job rooting out that many offenders. But he suspects either there are more, or if not, they'll be replaced like they were at the start of the year. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Conversations About Art
189. Alia Al-Senussi

Conversations About Art

Play Episode Listen Later Nov 18, 2025 54:18


Princess Alia Al-Senussi, PhD, is a leading member of the contemporary art world, with a special emphasis in her academic, personal and professional work on visual arts and culture in the Middle East, holding a doctorate degree in politics from SOAS which analyzed the nexus of soft power and cultural diplomacy in the context of networks of patronage, with a case study of Saudi Arabia.  Dr. Al-Senussi is a founding member of the Tate's Acquisitions Committee for the Middle East and North Africa, the Board of 1:54 The African Art Fair, and the Middle East Circle of the Guggenheim. Amongst other positions, Dr. Al-Senussi is Chair of the K11 International Council and a member of the Tate Modern Advisory Council, the board of the Serpentine Future Contemporaries and the Strategic Advisory Council of Delfina Foundation. Dr. Al-Senussi's work has encompassed a variety of other initiatives in the global art world, including being integral to the founding of Art Dubai, as well as the international advisory board of Edge of Arabia, the Advisory Board of Ikon Gallery, and the Advisory Group of Photo London.  Dr. Al-Senussi is Senior Advisor, International Outreach and the VIP Representative for the United Kingdom, as well as the Middle East and North Africa, for Art Basel and a Senior Advisor to the Saudi Ministry of Culture focusing on work with the Diriyah Biennale Foundation and will be lecturing this autumn at VCU Qatar.She and Zuckerman discuss cultural diplomacy and soft power, women and self-confidence, being more than one thing, recent travel and exhibitions, and where feels like home!

RNZ: Checkpoint
Concerns about head of government advisory group being

RNZ: Checkpoint

Play Episode Listen Later Nov 3, 2025 6:04


It can be revealed concerns about the head of a government advisory group on crime are being kept secret. A Checkpoint investigation has found three staff members contracted to the Ministerial Advisory Group for Victims of Retail Crime are earning over $1000 a day. It has also revealed that officials have raised concerns with the Justice Minister about the group's chairman Sunny Kaushal, but Paul Goldsmith is refusing to say exactly what those concerns are. Checkpoint's Jimmy Ellingham spoke to Lisa Owen.

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Chris Dixon with Oxford Advisory Group Discussing Taxes & Estate Plans

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Oct 14, 2025 12:26


Chris Dixon is the Co-Founder of Oxford Advisory Group. He is responsible for the company vision and business strategy. Chris focuses on tax-efficient strategies for retirees and advanced tax planning.Chris received his Bachelor of Science. He graduated with Political Science Honors. He also studied through Harvard Business School and received his certificate in Sustainable Business Strategy.He is a Registered Financial Consultant focused on helping retirees develop tax-efficient strategies and income planning. He is also responsible for securing banking relationships with some of the top banks on Wall Street.Christopher is a speaker at the firm's informational seminars on Taxes in Retirement and Social Security. Christopher regularly trains other advisors from around the country on tax strategies for retirees.He is the co-host of Reinventing Retirement TV on ABC 10, NBC 8 and Fox 13. Reinventing Retirement Radio on WFLA 93.1, Chris is the co-author of Total Tax Free Retirement book. He has authored articles in Newsmax Finance and also been featured in Yahoo! News Nasdaq, and US News. Chris sits on the board of the Advent Health Foundation.Learn More: https://oxfordadvisorygroup.com/This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-chris-dixon-with-oxford-advisory-group-discussing-taxes-estate-plans

Business Innovators Radio
Interview with Chris Dixon with Oxford Advisory Group Discussing Taxes & Estate Plans

Business Innovators Radio

Play Episode Listen Later Oct 14, 2025 12:26


Chris Dixon is the Co-Founder of Oxford Advisory Group. He is responsible for the company vision and business strategy. Chris focuses on tax-efficient strategies for retirees and advanced tax planning.Chris received his Bachelor of Science. He graduated with Political Science Honors. He also studied through Harvard Business School and received his certificate in Sustainable Business Strategy.He is a Registered Financial Consultant focused on helping retirees develop tax-efficient strategies and income planning. He is also responsible for securing banking relationships with some of the top banks on Wall Street.Christopher is a speaker at the firm's informational seminars on Taxes in Retirement and Social Security. Christopher regularly trains other advisors from around the country on tax strategies for retirees.He is the co-host of Reinventing Retirement TV on ABC 10, NBC 8 and Fox 13. Reinventing Retirement Radio on WFLA 93.1, Chris is the co-author of Total Tax Free Retirement book. He has authored articles in Newsmax Finance and also been featured in Yahoo! News Nasdaq, and US News. Chris sits on the board of the Advent Health Foundation.Learn More: https://oxfordadvisorygroup.com/This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-chris-dixon-with-oxford-advisory-group-discussing-taxes-estate-plans

Long Story Short
Special episode: A conversation with the Mines Advisory Group

Long Story Short

Play Episode Listen Later Oct 14, 2025 24:13


Special episode: A conversation with the Mines Advisory Group by Devex

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Samuel J Dixon with Oxford Advisory Group Discussing RMDs & Retirement Plans

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Oct 12, 2025 22:34


Samuel J. Dixon, RFC Co-Founder/ Managing PartnerAs a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning and investments for retirees, executives and small-business owners. He routinely offers educational classes on taxes in retirement and developing a steady and reliable retirement plan.Samuel, with his expertise as a RFC, also contributes articles that are featured in financial publications such as Kiplinger Financial, Newsmax, and The Street.Samuel has passed the Series 65 securities exam and also holds his insurance licenses in Florida and South Carolina. Samuel graduated from the College of Business at Florida State University with a degree in risk management and insurance with a focus in financial planning and wealth management.Samuel and his wife, Katie, are raising their three children, Clark, Callan, and Elowen. Samuel also enjoys coaching Clark in sports. He teaches youth at his church and enjoys boating on Lake Butler with his family.Learn More: https://oxfordadvisorygroup.com/This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-samuel-j-dixon-with-oxford-advisory-group-discussing-rmds-retirement-plans

Business Innovators Radio
Interview with Samuel J Dixon with Oxford Advisory Group Discussing RMDs & Retirement Plans

Business Innovators Radio

Play Episode Listen Later Oct 12, 2025 22:34


Samuel J. Dixon, RFC Co-Founder/ Managing PartnerAs a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning and investments for retirees, executives and small-business owners. He routinely offers educational classes on taxes in retirement and developing a steady and reliable retirement plan.Samuel, with his expertise as a RFC, also contributes articles that are featured in financial publications such as Kiplinger Financial, Newsmax, and The Street.Samuel has passed the Series 65 securities exam and also holds his insurance licenses in Florida and South Carolina. Samuel graduated from the College of Business at Florida State University with a degree in risk management and insurance with a focus in financial planning and wealth management.Samuel and his wife, Katie, are raising their three children, Clark, Callan, and Elowen. Samuel also enjoys coaching Clark in sports. He teaches youth at his church and enjoys boating on Lake Butler with his family.Learn More: https://oxfordadvisorygroup.com/This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-samuel-j-dixon-with-oxford-advisory-group-discussing-rmds-retirement-plans

The 'X' Zone Radio Show
Rob McConnell Interviews - DAVID GAGGIN - Our Eternal Existence

The 'X' Zone Radio Show

Play Episode Listen Later Oct 6, 2025 54:03 Transcription Available


In David's Own Words: "I have a BS in mathematics from St. Lawrence University, a BS in electrical engineering from Penn State University, and a master's in electrical engineering from Villanova University. I spent seventeen years as a design engineer and technical manager at Boeing, where I was responsible for designing automatic flight control and avionics systems.After Boeing, I spent nine years in the U.S. Government's Senior Executive Service (SES) with the US Army directing avionics and command and control R&D. During this period I also co-directed joint Army/NASA laboratories at NASA Langley and NASA Ames and was the US Army's representative and U.S Government lead on the Avionics Committee for NATO's Advisory Group for Aerospace Research and Development. I then created and was the CEO of Cobham Defense Electronics Systems (CDES) Corp, a subsidiary of Cobham, plc, for 15 years. When I retired CDES had become the world's leading military microwave subsystem company. After writing The Endless Journey, I created and was the host of The Common Sense Spirituality Show, which ran live for 2 years on W4CY radio and also had a weekly podcast called Aspects of Spirituality."Become a supporter of this podcast: https://www.spreaker.com/podcast/the-x-zone-radio-tv-show--1078348/support.Please note that all XZBN radio and/or television shows are Copyright © REL-MAR McConnell Meda Company, Niagara, Ontario, Canada – www.rel-mar.com. For more Episodes of this show and all shows produced, broadcasted and syndicated from REL-MAR McConell Media Company and The 'X' Zone Broadcast Network and the 'X' Zone TV Channell, visit www.xzbn.net. For programming, distribution, and syndication inquiries, email programming@xzbn.net.We are proud to announce the we have launched TWATNews.com, launched in August 2025.TWATNews.com is an independent online news platform dedicated to uncovering the truth about Donald Trump and his ongoing influence in politics, business, and society. Unlike mainstream outlets that often sanitize, soften, or ignore stories that challenge Trump and his allies, TWATNews digs deeper to deliver hard-hitting articles, investigative features, and sharp commentary that mainstream media won't touch.These are stories and articles that you will not read anywhere else.Our mission is simple: to expose corruption, lies, and authoritarian tendencies while giving voice to the perspectives and evidence that are often marginalized or buried by corporate-controlled media

Arizona's Morning News
Kristin Bentz, KTAR Retail Analyst and President of KB Advisory Group LLC

Arizona's Morning News

Play Episode Listen Later Oct 3, 2025 5:17


AI is advancing and impacts many aspects of life, including AI shopping. KTAR Retail Analyst, Kristin Bentz, joined the show to discuss this latest shopping trend along with the pros and cons that come with it.

RNZ: Morning Report
Alcohol advisory group slammed by co-chair

RNZ: Morning Report

Play Episode Listen Later Sep 28, 2025 4:56


The Health Ministry's alcohol advisory group has been condemned by one of its own leaders, accusing it of diluting Maori voices and suggesting it be axed entirely. Guyon Espiner spoke to Ingrid Hipkiss

Bloomberg Talks
Meredith Whitney Advisory Group CEO Meredith Whitney Talks Slowdown in Spending

Bloomberg Talks

Play Episode Listen Later Sep 18, 2025 16:51 Transcription Available


Meredith Whitney Advisory Group CEO Meredith Whitney discusses the impending slowdown In Gen Z and Millennial spending. Whitney spoke with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

The Mike Hosking Breakfast
Steve Symon: Ministerial Advisory Group Chair on their plan for tackling organised crime

The Mike Hosking Breakfast

Play Episode Listen Later Sep 9, 2025 4:50 Transcription Available


A panel of experts has a solution to tackling organised crime but won't yet say what it is. The Ministerial Advisory Group on Transnational, Serious and Organised Crime has put out a new list of recommendations ahead of its final report later this month. Among the suggestions are greater accountability across government departments and a new minister whose entire job is working on the problem. Group chair Steve Symon told Mike Hosking the overall solution is bold. He says they've had a lot of encouragement; the question is whether it will translate into financial support and the political will it needs. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Georgia Today
Exec order targets unions; Aerospace and Defense Alliance; Alzheimer's advisory group

Georgia Today

Play Episode Listen Later Aug 25, 2025 8:03


On the Monday, Aug. 25 edition of Georgia Today: An executive order targets unions at the Department of Health and Human Services; Georgia aerospace and defense companies form an organization to advance their industries; and two Georgia residents will serve on a new advisory group for Alzheimer's disease. 

Appleton Engaged Podcast
Episode 112: Lindsey Smith & Monk Elmer, MD. - Plan Appleton

Appleton Engaged Podcast

Play Episode Listen Later Aug 22, 2025 40:36


Lindsey SmithPrincipal PlannerCommunity Development Dept.City of AppletonPhone: 920-832-3943Email: lindsey.smith@appletonwi.govhttps://www.planappleton.org/Monk Elmer, MD.Member  of the Advisory Group for Plan Appleton

RNZ: Morning Report
Bold action on data-sharing needed to rein in organised crime: Ministerial Advisory Group

RNZ: Morning Report

Play Episode Listen Later Aug 14, 2025 4:51


The Ministerial Advisory Group on Transnational, Serious and Organised Crime says bold action on data-sharing is needed to rein in the rapidly evolving threat of organised crime. The group's chair Steve Symon spoke to Corin Dann.

The Mike Hosking Breakfast
Steve Symon: Organised Crime Ministerial Advisory Group Chair on the lack of information sharing in tackling transnational crime

The Mike Hosking Breakfast

Play Episode Listen Later Aug 14, 2025 2:46 Transcription Available


There are fears limited information sharing is hindering authorities efforts to tackle transnational crime. A report from a Ministerial Advisory Group focused on organised crime says there's sparse coordination between agencies, technological limitations, and people are fearful of sharing what could be useful information. It's recommending a new sharing framework and tweaks to the Privacy Act to make it easier. Chair Steve Symon told Mike Hosking change is needed. He says he's been a prosecutor for 20 years and it's been the bane of their existence, which has worsened over time as agencies become more siloed and risk adverse. LISTEN ABOVE See omnystudio.com/listener for privacy information.

The Mike Broomhead Show Audio
Kristin Bentz, President - KB advisory group, LLC

The Mike Broomhead Show Audio

Play Episode Listen Later Aug 12, 2025 9:30


It's getting better. The CPI this morning shows inflation hitting 2.7 percent compared to last year.

PR's Top Pros Talk
Navigating Rapid Change with Strategic Communication - Jon Henes, Founder & CEO of C Street Advisory Group

PR's Top Pros Talk

Play Episode Listen Later Aug 7, 2025 19:00


Jon Henes, Founder & CEO of C Street Advisory Group, breaks down how clear, consistent messaging brings teams into sync and powers transformation. From boardrooms to political campaigns, Jon walks through his proven playbook of how to turn communications into a competitive advantage.Learn more about D S Simon Media

The Mike Broomhead Show Audio
Kristin Bentz, President - KB advisory group, LLC

The Mike Broomhead Show Audio

Play Episode Listen Later Jul 25, 2025 8:16


Back to school shopping is in full effect, where can parents get the best savings for their kids supplies? We talked to KB Advisories, Kristin Bentz about where parents can get the best deals. 

The Mike Hosking Breakfast
Sunny Kaushal: Retail Crime Ministerial Advisory Group Chair defends the $500 thousand cost of the group

The Mike Hosking Breakfast

Play Episode Listen Later Jul 16, 2025 4:14 Transcription Available


A belief the cost of propping up retail crime advisors is money well spent – and that's from a key member of the advisory group. It's been revealed $500 thousand has been spent on the Retail Ministerial Advisory Group in the 102 days to June 30. Group Chair Sunny Kaushal told Heather du Plessis-Allan the group's coming in under budget, and money is required for their proposals. He says retail crime is costing $2.8 billion, and if laws are to change, they need to produce quality reports. Kaushal says the money's coming from the Proceeds of Crime Fund. LISTEN ABOVE See omnystudio.com/listener for privacy information.

The Mike Hosking Breakfast
Janette Campbell: RMA Advisory Group Chair on the implementation of the new planning system

The Mike Hosking Breakfast

Play Episode Listen Later Jul 16, 2025 2:23 Transcription Available


It's believed new RMA planning systems will relieve at least 50% of unnecessary work from councils. The Government is putting a halt on council planning work before the new RMA planning system comes into force. It's also moving to force councils to focus on core services and may move to cap future rates increases. RMA Advisory Group Chair Janette Campbell told Heather du Plessis Allan councils will still remain very busy. She says it's going to be a big job to get ready for and impliment the new system, and councils will not be twiddling their thumbs. LISTEN ABOVE See omnystudio.com/listener for privacy information.

government system planning campbell implementation advisory group rma resource management act plessis allan listen abovesee
The Mike Broomhead Show Audio
Kristin Bentz, President - KB advisory group, LLC

The Mike Broomhead Show Audio

Play Episode Listen Later Jul 14, 2025 9:22


What did you buy during Prime week? We talked to KB Advisories Krisitn Bentz about the deals that got the most clicks. 

Arizona's Morning News
Kristin Bentz, KTAR Retail Analyst and President of KB Advisory Group LLC

Arizona's Morning News

Play Episode Listen Later Jul 8, 2025 7:14


Kristin Bentz, KTAR retail analyst, joined the show to talk about the week of online deals as Prime Day kicks off. She says not all companies are offering great savings, but some companies like Target and Walmart have decent deals for consumers.

The Product Experience
How to build a Product-Led Operating Model that sticks - Jen Swanson (CEO, Tuckpoint Advisory Group)

The Product Experience

Play Episode Listen Later Jun 18, 2025 39:05


Transformations are hard, and too often, they fail to deliver on their promise. In this episode of The Product Experience, Lily and Randy speak with Jen Swanson, CEO of Tuckpoint Advisory Group, to unpack why transformation initiatives falter and what it truly takes to succeed.Key Takeaways— Transformation requires intentionality: Real transformation isn't accidental or surface-level; it must be deliberate, comprehensive, and backed by leadership.— Avoid ‘transformation theatre': Pretending to change—without restructuring ownership, processes, or collaboration—is worse than doing nothing at all.— Start with honest orientation: Knowing your starting point is essential before plotting a path forward.— Executive involvement is non-negotiable: Transformations can't be delegated. Leadership must model the change and communicate relentlessly.— Product-led is about mindset, not just teams: Everyone should operate within the product model, but not all need to be on product teams.— Pace matters: Organisations must assess their capacity for change and determine the right balance between ambition and sustainability.— Give grace for the learning curve: People need space to be bad at new things before they get good—psychological safety is essential.Chapters0:00 – Introduction & the myth of sneaky transformations1:01 – Jen's background and path into product2:53 – What transformation really means5:53 – Defining honest orientation8:00 – What is transformation theatre?12:09 – When real change feels fake13:04 – The importance of executive commitment16:04 – Why transformations fail19:11 – Common catalysts for transformation22:06 – Product-led vs product thinking25:00 – Who's in the opOur HostsLily Smith enjoys working as a consultant product manager with early-stage and growing startups and as a mentor to other product managers. She's currently Chief Product Officer at BBC Maestro, and has spent 13 years in the tech industry working with startups in the SaaS and mobile space. She's worked on a diverse range of products – leading the product teams through discovery, prototyping, testing and delivery. Lily also founded ProductTank Bristol and runs ProductCamp in Bristol and Bath. Randy Silver is a Leadership & Product Coach and Consultant. He gets teams unstuck, helping you to supercharge your results. Randy's held interim CPO and Leadership roles at scale-ups and SMEs, advised start-ups, and been Head of Product at HSBC and Sainsbury's. He participated in Silicon Valley Product Group's Coaching the Coaches forum, and speaks frequently at conferences and events. You can join one of communities he runs for CPOs (CPO Circles), Product Managers (Product In the {A}ether) and Product Coaches. He's the author of What Do We Do Now? A Product Manager's Guide to Strategy in the Time of COVID-19. A recovering music journalist and editor, Randy also launched Amazon's music stores in the US & UK.

Apple News Today
RFK Jr. ousts his entire vaccine advisory group

Apple News Today

Play Episode Listen Later Jun 10, 2025 15:28


Defense Secretary Pete Hegseth sent Marines into Los Angeles, and California's governor sued Trump. CalMatters’s Nigel Duara has been following events in the city. Robert F. Kennedy Jr. dismissed the CDC’s entire panel of vaccine advisers. Stat reports. Amid the public feuding between Musk and Trump, the federal government is attempting to rehire people that DOGE summarily cut from roles. Hannah Natanson from the Washington Post has the story. Plus, Ukraine and Russia’s prisoner swap began, Justin Baldoni’s claims against Blake Lively were thrown out, and how Iranian authorities are targeting dog walkers. Today’s episode was hosted by Yasmeen Khan.

HealthcareNOW Radio - Insights and Discussion on Healthcare, Healthcare Information Technology and More
Health UnaBASHEd: Edward Marx, Founder & CEO the Marx Advisory Group

HealthcareNOW Radio - Insights and Discussion on Healthcare, Healthcare Information Technology and More

Play Episode Listen Later Jun 7, 2025 28:07


Host Gil Bashe welcomes Ed Marx, CEO of Marx Advisory. They dive into the intricacies of healthcare digital transformation. Drawing from his extensive experience, Marx discusses the evolution of electronic health records, the rise of telehealth, and the influence of consumerism on healthcare delivery. He emphasizes the importance of emotional intelligence in leadership, advocating for a balanced approach to decision-making. This episode offers valuable insights for healthcare professionals navigating the digital landscape. To stream our Station live 24/7 visit www.HealthcareNOWRadio.com or ask your Smart Device to “….Play Healthcare NOW Radio”. Find all of our network podcasts on your favorite podcast platforms and be sure to subscribe and like us. Learn more at www.healthcarenowradio.com/listen

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Eric Liriano, CFP®, Principal and Founder of Liriano Wealth Advisory Group-Tax-free Investing and Retirement for Legacy Pla

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Apr 28, 2025 22:31


Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.Learn more: http://www.lirianowealthadvisory.com/Phone: 617-969-2933Check the background of your financial professional on FINRA's Broker Check.https://brokercheck.finra.org/individual/summary/1905998 The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC's website is limited to the disseminations of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law.The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America. Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdfOnline Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdf Important Disclosures – http://www.guardianlife.com/Disclosures/index.htmCalifornia Insurance ID # OC63111.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-tax-free-investing-and-retirement-for-legacy-planning

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Eric Liriano, CFP®, Principal and Founder of Liriano Wealth Advisory Group-IRA Strategy

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Apr 24, 2025 24:57


Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.Learn more: http://www.lirianowealthadvisory.com/Phone: 617-969-2933Check the background of your financial professional on FINRA's Broker Check.https://brokercheck.finra.org/individual/summary/1905998 The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state – or SEC – SEC-registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA, and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC's website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law. The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America.Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdfOnline Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdfImportant Disclosures – http://www.guardianlife.com/Disclosures/index.htmCalifornia Insurance ID # OC63111.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-ira-strategy

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Eric Liriano, CFP®, Principal and Founder of Liriano Wealth Advisory Group-Moving from Accumulation to Distribution Phases

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Apr 23, 2025 24:00


Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.Learn more: http://www.lirianowealthadvisory.com/Phone: 617-969-2933Check the background of your financial professional on FINRA's Broker Check.https://brokercheck.finra.org/individual/summary/1905998The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC's website is limited to the disseminations of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law.The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America.Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdfOnline Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdfImportant Disclosures – http://www.guardianlife.com/Disclosures/index.htmCalifornia Insurance ID # OC63111.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-moving-from-accumulation-to-distribution-phases-in-planning-for-retirement

Anxious Filmmaker with Chris Brodhead
#116 How to Stand Out in a Crowded Wealth Management Industry w/ Matthew Mandell, Private Wealth Advisor & Managing Director, Siena Wealth Advisory Group

Anxious Filmmaker with Chris Brodhead

Play Episode Listen Later Mar 20, 2025 35:00


Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/  Matthew Mandell (https://www.linkedin.com/in/matthewlmandell/) is a Private Wealth Advisor and Managing Director of Siena Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, LLC. With a Bachelor's degree in Finance from Pennsylvania State University and prestigious designations including CFP®, CRPC™, and RICP®, Matthew provides expert financial planning and investment strategies for high-net-worth clients.In this episode, Chris and Matthew discuss:1. The 10X Mindset2. How to Turn Clients into Advocates3. The Power of Networking4. When to Hire, When to Partner, and When to Stay SoloLinkedIn: https://www.linkedin.com/in/matthewlmandell/ Website: https://www.ameripriseadvisors.com/matthew.l.mandell/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram:  https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes:  https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.