Podcasts about advisory team

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Best podcasts about advisory team

Latest podcast episodes about advisory team

Providend's Money Wisdom
Wealth Management to Reach Your Unique Life Goals Reliably (S3E14)

Providend's Money Wisdom

Play Episode Listen Later Jul 15, 2024 40:27


Welcome back to part six of this nine-part mini-series, "The Story of Our Clients' Wealth Journey", where we delve into the wealth management journey of our clients. As the leading fee-only wealth advisory firm in Asia, we have been receiving many questions about who we serve and our work for our clients. So we put together a collection of all the stories that clients and prospective clients shared with us. It ranges from why they are looking for guidance, challenges they faced before meeting us, and their experience working with Providend. In this week's Money Wisdom episode, our co-host Isaac talks to Chin Yu, our Lead of the Advisory Team, about the "Presentation of Plan" meeting we have with our clients. This meeting consolidates all the important information we have discovered over the past few meetings. It incorporates each client's unique needs and specific life goals that they wish to meet.Stay tuned for our next podcast episode, where Amelia from our Brand Experience team will be having a discussion with Chris about his article in The Business Times. Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially. Reach out to us for sound advice on your wealth plan today: https://providend.com/our-clients/service-enquiry-form/The host, Isaac Ong, is Associate Adviser at Providend, Singapore's First Fee-Only Wealth Advisory Firm. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-3/ Music courtesy of ItsWatR.

Providend's Money Wisdom
Wealth Management: Bespoke Wealth Plans & Scenario Modelling (S3E12)

Providend's Money Wisdom

Play Episode Listen Later Jun 17, 2024 30:09


Welcome back to part five of this nine-part mini-series, "The Story of Our Clients' Wealth Journey", where we delve into the wealth management journey of our clients.As the leading fee-only wealth advisory firm in Asia, we have been receiving many questions about who we serve and our work for our clients. So we put together a collection of all the stories that clients and prospective clients shared with us. It ranges from why they are looking for guidance, challenges they faced before meeting us, and their experience working with Providend. In this week's Money Wisdom episode, our co-host Isaac talks to Chin Yu, our Lead of Advisory Team, about what sets Providend apart, when it comes to crafting a customised wealth plan, specific to each client's unique life events and non-negotiable life goals. A good life varies from person to person and it is crucial to have a deep understanding of each client's needs, and existing resources, putting it through scenario modelling, before we even start to discuss product recommendations or implementations. This third meeting is what Providend terms a "Presentation of Analysis" meeting, which happens after the first two meetings, mentioned in our earlier podcast.Through deep conversations with our advisers, you will gain clarity on what matters most in life and what needs to be done to live a good life, both financially and non-financially. Reach out to us for sound advice on your wealth plan today.We would also like to invite you to our upcoming online webinar on "Understanding Dementia: Financial Implications and Insurance Solutions" on Thursday, 27 Jun 2024, 7:30-9:00pm via Zoom. We have partnered with our sister company Havend on this webinar, where we will explore the financial impact of dementia and how to protect yourself and your loved ones effectively. Click here to register: https://us06web.zoom.us/meeting/register/tZUucO2grT8iHdFuoIxFrCgxGIzmCtKr5Z3B#/registrationFor more information on getting a signed-copy of our Money Wisdom book mentioned by Isaac, and other publications, you can visit this link.Stay tuned for our next podcast episode, where Amelia from our Brand Experience team will be having a discussion with Chris about his article in The Business Times. The host, Isaac Ong, is Associate Adviser at Providend, Singapore's First Fee-Only Wealth Advisory Firm. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-3/ Music courtesy of ItsWatR. Mentioned in this episode:Grab your very own Money Wisdom book today!Some longtime listeners might know that the inspiration behind this entire podcast was our CEO, Chris's book titled Money Wisdom: Simple Truths for Financial Wellness. If you are interested in getting your very own signed copy, please check out the link here: https://providend.com/publications/

Ask The Tech Coach: A Podcast For Instructional Technology Coaches and EdTech Specialists

Welcome to "Ask the Tech Coach," a podcast for Instructional Coaches and Digital Learning Leaders. In this episode of “Ask the Tech Coach,” Jeff welcomes Matt Sherrill on the podcast to discuss the importance of forming an Artificial Intelligence Advisory Team in your school when supporting emerging technologies including AI. If you would like to be a part of future podcasts and share your thoughts, please contact the podcast.  We would love to have you join the show. Weekly Topic What is a Virtual Instruction Coach? How to form an AI Advisory Team? Who is on the team? What are the advantages of using AI in the classroom? How to get teachers to see the benefit of investing their time in becoming AI literate How various states/districts are taking wildly different approaches to AI use and why How does the average teacher go about ensuring the AI tools they are using are secure and safe for school purposes? How can AI accelerate a much-needed overhaul to our current education system? How to develop vertically-aligned AI literacy standards/lessons Links Mentioned in this Episode https://www.aiforeducation.io/ MagicSchool.ai Google Arts and Culture: Say What You See Google Generative AI for Educators About our Guest: Matt Sherrill Matt Sherrill has been a classroom teacher for 15 years, with 13 of them being in 8th Grade ELA. In that time, he has served as the Building Chair for the ELA department at his school for 10 years, as well as serving as a Virtual Instructional Coach for early career teachers around the state of Illinois for the last 2 years. Most recently, Matt has been a central member of his district's recently formed AI Advisory Team. As part of that work, he has helped design and deliver district-wide professional development around AI Literacy for teachers and staff, helped craft his district's AI Position Statement, and helped draft district guidelines regarding AI use for students and staff. Matt's passion for spreading AI Literacy among educators extends to the local university where he has also presented as a guest speaker to pre-service teachers this past school year. Links of Interest LinkedIn: www.linkedin.com/in/matt-sherrill-25ba9625a Contact the Podcast! TeacherCast.net/VoiceMail Twitter: @AskTheTechCoach Email: feedback@teachercast.net Subscribe to “Ask the Tech Coach” Apple Podcasts Spotify Google Podcasts Amazon Music Follow our Podcast on Social Media The TeacherCast Educational Broadcasting Network | @TeacherCast Ask the Tech Coach Podcast |

Dentists IN the Know
Dr. David Manzanares, First VP of ADA with the DINKS

Dentists IN the Know

Play Episode Listen Later May 2, 2024 50:36


Wondering what the ADA is doing for you lately?  Well let's go straight to the source to find out.  We were very appreciative that Dr. David Manzanares was willing to sit down with us to discuss all things organized dentistry.Dr. David J. Manzanares, a general dentist in Albuquerque, New Mexico, is the First Vice President of the American Dental Association. Dr. Manzanares has been a member of the ADA since 2009.Dr. Manzanares served as member to the ADA Council on Communications, where he was also Chair of the Volunteer Engagement Program and the Council Self-Assessment Committee, as well as part of the Spokesperson Review Committee and the Integrated Marketing Workgroup. He is also a graduate of the ADA Institute for Diversity in Leadership.Dr. Manzanares is involved with numerous other dental organizations, including the New Mexico Dental Association (NMDA), Albuquerque District Dental Society (ADDS) and Academy of General Dentistry. An engaged member of the NMDA, Dr. Manzanares previously served as Secretary-Treasurer from 2015 to 2022, chaired several committees and was the Albuquerque Representative of the NMDA Board of Trustees from 2013 to 2015. He was also a member of the Board of Directors for the NMDA Foundation. Starting in 2020, he became part of the New Mexico Dental COVID- 19 Advisory Team. From 2009 to 2015, he was a delegate of the NMDA House of Delegates and continues to be on the NMDA Council on Government Affairs. His other duties include serving as Secretary-Treasurer of the Southwest District Dental Society from 2010 to 2011, and he has served as Advisor to the Leadership Board with the ADDS since 2015.Dr. Manzanares is a Fellow in both the International College of Dentists and the American College of Dentists and was awarded with both a Fellowship in 2015 and a Mastership in 2018 from the AGD. He is a graduate of both the Dawson Academy and the Piper Education and Research Center.Originally from Espanola, NM, Dr. Manzanares attended the University of New Mexico as a Regent's Scholar, graduating in 2005. He graduated from the University of Missouri-Kansas City School of Dentistry in 2009. He has also served as the pre-dental advisor at New Mexico State University and was a faculty member at Dona Ana Community College, teaching radiology to dental hygiene students. Dr. Manzanares comes from a dental family; his father, Dr. Robert Manzanares, was president of the NMDA from 2010 to 2011 and his younger brother, Dr. Michael Manzanares, is also a dentist.

Less Stressed Life : Upleveling Life, Health & Happiness
#348 EMF and Health with August Brice of TechWellness

Less Stressed Life : Upleveling Life, Health & Happiness

Play Episode Listen Later May 1, 2024 52:37 Transcription Available


This week on The Less Stressed Life Podcast, I am joined by the lovely August Brice of TechWellness. In this episode, August tells us how EMF (electromagnetic fields) affects our health and wellness. We talk about the research August has done and how to get the most bang for your buck when it comes to EMF protection devices. Get 15% OFF Digital Detox Collection with Code LESSSTRESSEDKEY TAKEAWAYS:My journey with the SomavedicWhat EMF Protection works - Chips & ShieldsHow to hardwire your internetNational Toxicology Study The findings of his research were most recently edified in 2018 by our government's own National Toxicology Program where links were found to cellphone radiation: Increased incidences of glioma, a rare, aggressive and highly malignant brain cancerIncreased incidence of schwannoma (a rare tumor of the nerve sheath) of the heartIncreases of these cancers were found in both sexes of rats, but reached statistical significance only in malesIncreased incidences of rare, proliferative changes in glial cells of the brain and in Schwann cells in the hears of bot sexes of rats while not a single unexposed control animal developed these precancerous changes.DNA damage was induced with both modulations of radiofrequency radiation (RFR) in both rats and mice (in the frontal lobe plus other tissues).ABOUT GUEST:August's passion is finding solutions for mindful living in our digital world. Her online platform, TechWellness.com is the only comprehensive online source that addresses all the challenges of our modern digital world - from EMF Radiation and effects of blue light, to Cyber security and mental wellbeing with tech. On top of her on-going research, August has built an Advisory Team consisting of world-renown experts in each area, who consult with Tech Wellness and review all major content on the site. All solutions are purchased and tested, never supplied by or sponsored by manufacturers to avoid any influence.WHERE TO FIND:Website: https://techwellness.com/ Instagram: https://www.instagram.com/techwellness/***WORK WITH CHRISTA***: https://www.christabiegler.com/fssWHERE TO FIND CHRISTA:Website: https://www.christabiegler.com/Instagram: @anti.inflammatory.nutritionistPodcast Instagram: @lessstressedlifeYouTube: https://www.youtube.com/@lessstressedlifeLeave a review, submit a questions for the podcast or take one of my quizzes here: https://www.christabiegler.com/linksEPISODE SPONSOR:A special thanks to Jigsaw Health for sponsoring this episode. Get a discount on any of their products! Use the code lessstressed10

Providend's Money Wisdom
S3E08: The Story of Our Clients' Wealth Journey - The Guide

Providend's Money Wisdom

Play Episode Listen Later Apr 29, 2024 24:56


Welcome back to part three of this nine-part mini-series, where we delve into the wealth management journey of our clients. As the leading fee-only wealth advisory firm in Asia, we have been receiving many questions about who we serve and our work for our clients. So we put together a collection of all the stories that clients and prospective clients shared with us. It ranges from why they are looking for guidance, challenges they faced before meeting us, and their experience working with Providend. In this week's Money Wisdom episode, our co-host Isaac talks to Chin Yu, our Lead of Advisory Team, about the two qualities that a trusted adviser should have. Chin Yu also shares more about how Providend's collective wisdom, philosophies and strong work culture push the team forward to become trusted advisers, as we manage over S$1 billion worth of our clients' assets with care, so our clients can reliably meet their non-negotiable life goals. Stay tuned for our next podcast episode, where Amelia from our Brand Experience team will be having a discussion with Chris about his article in The Business Times. Do watch out for it!The host, Isaac Ong, is Associate Adviser at Providend, Singapore's First Fee-Only Wealth Advisory Firm. View the full list of podcast episodes published: https://providend.com/providends-money-wisdom-podcast-season-3/ Music courtesy of ItsWatR. Mentioned in this episode:RetireWell eBook Download

Canadian Wealth Secrets
Secrets to Selecting Your Financial Advisory Team For More Wealth and Less Income Tax

Canadian Wealth Secrets

Play Episode Listen Later Apr 10, 2024 32:37


Are you overlooking the power of practical experience in financial advisory roles? Join Kyle and Jon as they share some Canadian Wealth Secret Sauce related to selecting the right guidance, evaluating solution providers, and navigating the complexities of client suitability in this week's episode.In today's fast-paced and complex financial landscape, finding someone you can trust may feel daunting, but what if that was just the beginning of the “real work?” Whether you're a successful Canadian incorporated entrepreneur, business owner, seasoned investor, or even a newcomer to the world of finance, the struggle to identify the right advisors and solution providers is a universal challenge. In this episode, we will dive into the crucial aspects of practical experience, results-driven evaluation, and tailored guidance, offering valuable insights to help listeners navigate these uncertainties.By exploring the importance of practical experience in advisory roles and emphasizing the need to prioritize results over credentials, this episode addresses a pressing need for clarity and confidence in financial decision-making. In a world where information overload can lead to analysis paralysis, understanding how to choose the right guidance becomes paramount.Furthermore, the discussion on client suitability underscores the significance of personalized solutions tailored to individual circumstances—a concept often overlooked in generic financial advice. By highlighting the value of seeking expertise specific to the problem at hand, we aim to empower you to make informed choices and avoid cookie-cutter solutions that may not align with your unique wealth building goals.Ultimately, this episode provides not only practical advice but also a mindset shift, encouraging listeners to question conventional wisdom and seek out solutions that prioritize tangible results and personalized approaches. Whether you're grappling with investment decisions, insurance choices, or financial planning strategies, this episode promises to equip you with the tools and insights necessary to navigate the complex world of Canadian finance with confidence and clarity.What you'll learn:Gain insights into the importance of practical experience in financial advisory roles, helping listeners understand the value of expertise beyond traditional credentials.Learn how to evaluate solution providers based on their track record of achieving desired outcomes, empowering listeners to make informed choices when seeking financial guidance.Understand the significance of tailoring financial solutions to individual circumstances, enabling listeners to prioritize personalized approaches that align with their unique goals and needs.Tune in to this episode now to add some of the Canadian Wealth Secret Sauce related to selecting the right financial guidance, empowering yourself to make informed decisions and achieving your unique financial wealth building goals with confidence!Resources: Book a Discovery Call with Kyle to review your corporate (or personal) wealth strategy to help you overcome your current struggle and take the next step in your Canadian Wealth Building Journey!Looking for a new mortgage, renewal, refinance, or HELOC? Reach out to Jon to share some options.Follow/Connect Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Financially Naked
FG Advisory Services with Kadri, Joy & Vinnie

Financially Naked

Play Episode Listen Later Mar 13, 2024 45:00


Welcome to another episode of Financially Naked: Stories from The Financial Gym. Today, our hosts, Kadri, Joy, and Vinnie, are here to explain FG Advisory Services and discuss how it aims to revolutionize financial advising.   Over the past decade, Financial Trainers at The Financial Gym encountered a common frustration: the lack of accessible and personalized financial advising services. Many clients struggled to find suitable financial advisors or robo-advisors, leading to a gap in their financial planning journey. In the past, we could only take them so far, but that's all changed!  Determined to address this issue head-on, FG Advisory Services is here to provide investment guidance and support to clients of all backgrounds and financial goals.  For more details check out our show notes here! If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you want to work with a member of our Advisory Team, email advisory@fingyms.com. If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com.    

Man Group: Perspectives Towards a Sustainable Future
Sara Woodroffe, UK Financial Conduct Authority, on the FCA's Sustainability Disclosure Requirements Framework

Man Group: Perspectives Towards a Sustainable Future

Play Episode Listen Later Feb 5, 2024 26:20


How is the FCA's SDR framework a powerful example of second mover advantage? Listen to Jason Mitchell discuss with Sara Woodroffe, Manager of the FCA's ESG Policy & Advisory Team, about what the FCA's new SDR framework means for investors, how it aims to provide anti-greenwashing protections per its mandate of consumer protection, and why a sustainable finance investment labelling regime could well be the antidote to one purely focused on disclosure.

AZ Tech Roundtable 2.0
Habits, Who You Associate With, Focus, & the Trick – Best of Host Matt on Business Topics Part 2 - AZ TRT S05 EP01 (216) 1-7-2024

AZ Tech Roundtable 2.0

Play Episode Listen Later Jan 13, 2024 51:53


Habits, Who You Associate With, Focus, & the Trick – Best of Host Matt on Business Topics Part 2 - AZ TRT S05 EP01 (216) 1-7-2024   Things We Learned This Week: Think Habits, Not Resolutions (vs. Goals) You Are Who You Associate With in relationships, business, & life The One Thing - Why Focus is Critical - Key Results That's the Trick - Daily Work, the Grind     Notes: Seg. 1   Think Habits, Not Resolutions We are often told to make New Year's Resolutions, but then by February we have all given up on those promises. I am encouraging you today to start the New Year early with looking at how to improve your habits, not make resolutions.     Real change does not happen overnight despite what Facebook, and a highlight society has promised. Most successful people have good daily habits, make proper decisions, and are consistent with their follow thru. We know that you probably are not motivated anyway to attack your New Year's Resolutions. So instead of some promise that can only be carried out by will power (or enthusiasm), how about a different approach? The goal is not really to have a Resolution, as so much a lifestyle change that sticks. We are a collection of our thoughts, lifestyle, and daily actions. You can see it when you meet with people all the time. You notice how they look, act, or what they eat. So let's stick to practical, and realistic advice. You want to develop actions (sleep habits, eating, rest, relaxation, meditation, etc.) that you will follow thru on daily. These will turn into habits, which will create that lifestyle change. The popular notion is it takes repetition of an act over 20 to 30 days for it to become a habit. The reality is it is more like 2 months (or more) according to a study by Phillippa Lally is a health psychology researcher at University College London. There are 3 books that have come out the last few years that cover these topics. We are all very busy, so I understand if you do not have time to read every self help or success book that is released. I've actually have only skimmed these books, but instead watched YouTube videos to get the themes. I am a believer in daily self improvement and online videos provide a good resource. The Power of Habit: Charles Duhigg at TEDxTeachersCollege Duhigg is a NY times writer who wrote a book that breaks down how we go about our habits, and what cues the brain has that create our habits.  What's fascinating about this is if you start understand what rewards you receive from bad habits, you can find substitutes to replace with better habits. The process for a habit goes like this - a Cue happens, then you have your Routine, then a Reward for the Habit. Duhigg's example is he would take a cookie break every afternoon about 3 pm. The Cue was 3pm, the routine was going to get the cookie, and the reward was eating the cookie. This was a bad habit, and he was gaining weight. So he replaced this habit with social time everyday at 3pm. He would wander over to another employee's cubicle and talk to them. His reward would be social interaction, and distraction and he stopped his bad snacking. Psychologically the more you do your habits, the less you think about the action. This is good when you have established healthy habits. Do not underestimate the reward part either. Even if you reward a positive action with a questionable gift. Over time you may not even need the reward, and you just do the action out of habit. Arianna Huffington on The Science of Sleep and Success with Lewis Howes This is not the best talk, but her main points about the importance of sleep cannot be overstated. So much of productivity is in society is linked to how much sleep one gets. Also a multitude of health disorders are linked to sleep, and everyone needs at least 7 (to 9) hours of sleep daily.  If you choose to ignore this, eventually you burn out or worse. We spend so much time adding things to our schedule, and this usually just makes us too busy. Instead of getting to all the things on your list, your work just suffers. Ultimately this affects your day, adds stress and hurts sleep. Slowing down, prioritizing your health (and sleep) will actually make you more productive over the long run. Hopefully these 3 examples will help you to evaluate your current habits. Then you evaluate what you are working to change in your current routine to improve yourself over the long term.  Good Luck with your new habits. Have a good and safe Holiday Season.   Article: HERE     Atomic Habits by James Clear The Book in Three Sentences 1.    An atomic habit is a regular practice or routine that is not only small and easy to do but is also the source of incredible power; a component of the system of compound growth. 2.    Bad habits repeat themselves again and again not because you don't want to change, but because you have the wrong system for change. 3.    Changes that seem small and unimportant at first will compound into remarkable results if you're willing to stick with them for years. The Five Big Ideas 1.    Habits are the compound interest of self-improvement. 2.    If you want better results, then forget about setting goals. Focus on your system instead. 3.    The most effective way to change your habits is to focus not on what you want to achieve, but on who you wish to become. 4.    The Four Laws of Behavior Change are a simple set of rules we can use to build better habits. They are (1) make it obvious, (2) make it attractive, (3) make it easy, and (4) make it satisfying. 5.    Environment is the invisible hand that shapes human behavior.                  Book Summay: HERE         Seg. 2 Clip from Seg. 2 of: You Are Who You Associate With - BRT S01 EP21 6-28-20 + Covid 19 Crisis & the Economy Homeless Population in Phx Struggling and How to Help   MB on You Are Who You Associate With - in relationships of business and life   Notes: Partner and hire ‘A' people Relationships Process / Results Strategies Ultimate example – Paypal Mafia and all the tech startups that came from it  Steve Jobs died in 2011 years ago – Apple still a Top 10 companies. Bill Walsh – Coaching Tree in football Good manager is not needed - business runs itself Guy Kawasaki on Bozo-itis: A hire A's, B manager hire C's – hire better than you. Jim Rohn – average of 5 people you associate with Partners – like a marriage. Pick carefully Rate yourself – would you hire you? Partner with you? If you do not like yourself – conscious choice to change, grow, adapt. Habits / Strategies – like habits vs. diets or fad ideas. Associate with Good People. People smarter than you.  Life and business – drop bad associates If you're the smartest in room – then you're in the wrong room. Keep learning – associate with people who help you grow.   Article: HERE   FULL SHOW: HERE       Seg. 3 Clip from Seg. 2 of: The One Thing, or Why Focus is Critical... - BRT S01 EP19 6-14-2020 China, Tariffs, Business Marketing       MB on Goals, the One Thing, OKR (objective, and key results), and the importance of Focus Business Books – Decision Making and Priorities   John Doerr – Measures What Matters Former Intel exec OKR – Objective and Key Results Big objectives Intel goal of overtaking Motorolla in chip making Doerr was advisor to Google founders   Decision Making in business is crucial Book Summaries on great business books to save time, and still get key concepts of the book Blogs, YouTube videos, book summaries in detail – 10 pages vs 250 pages   Peter Drucker – Effective Executive Managers need to understand their priorities Work on first things first, and second things not at all Goals, priorities, and time management Work on the most important things, and know what to not be working on   One Thing – Gary Keller and Jay Papasan The ONE Thing by Gary Keller & Jay Papasan – book summary The Book in Three Sentences The ONE Thing is the best approach to getting what you want. Success is a result of narrowing your concentration to one thing. Success is built sequentially, one thing at a time. The Five Big Ideas Not everything matters equally. Multitasking is a lie. Discipline is a result of habit. Willpower is a finite resource. Big is bad. Book Summary Link: HERE   Article: HERE      “Anything not worth doing, is worth not doing well.” - Robert Fulghum quote   ‘We are the average of the five people we spend the most time with.'  – Jim Rohn   "Give me a place to stand (lever), and I will move the world." - Archimedes is said to have promised     Related show (Interview w/ Author Jay Papasan) on The One Thing Book: HERE   Full Show: HERE     Seg. 4 Clip from Seg. 1 of: This is the Trick? The One Thing to Exit Strategy to Moneyball & Business Lessons from Movies - Best of Business Part 2 - BRT S03 EP43 (142) 9-4-2022   What We Learned This Week That's the Trick - Daily Work, the Grind Dominos - Priority in Latin = First, what is your 1st Domino? Knock it down Advisory Team - importance of building a good team (CPA, Attorney, Banker) That's the Trick – this is the performance What's the Problem? - from Moneyball We Don't Hire Brokers, We Train Them - from Boiler Room   That's the Trick There's a scene in the movie The Prestige when the 2 young apprentice magicians go to see an older magician to learn his ‘Trick'. When the older magician is on stage he's doing amazing feats of strength. Then they get a watch him after the show get into a carriage, he seems like a crippled feeble old man who needs help. One magician says the other magician – ‘This is the Trick. This is the performance. This is why no one can detect his method. Total devotion to his art. Lot of self sacrifice.' The ‘Trick' is off stage, he's always acting like a crippled old man. It's simple, not easy. We often look for something that's not there, the big secret, when it's actually just in front of our faces. Always more simple than we think. We're looking for the big trick, how to get rich in a moment. When the actual trick, is doing the work daily, weekly, monthly, for years. You hone the craft, measure your progress, and adjust over time. Respect the craft, as there is no overnight success. The old line in business, it took him 20 years to be an overnight success. The Malcolm Gladwell book Outliers, says it takes 10,000 hours to master something. The expert has been practicing for 10 years. The professional golfer, the actor, the musician, the chest master, the salesman, or work on their craft. Even the greats like Tom Brady, Buffett, or bodybuilder Schwarzenegger all honed their craft over the decades. It's Simple, not Easy. You have to show up every day, to the repetitive work, just doing the grind. There is a great story about Sylvester Stallone trying to get auditions, and then trying to sell the screenplay for Rocky. He got thrown out of agents offices over 1500 times in the mid 10970s. Funny as there were only 500 agents in NYC. He actually got thrown out multiple times. There are no success hacks, no magic, no secret sauce. The secret is to just do the work. You work daily and improve 1% a week, leads to 66% improvement in a year. You must be willing to do what others will not. Compounding works with effort day and day out. Magic of Compounding is mass improvement over time, by perfecting the little things. Delay gratification and you see the results slowly. Build a base, not unlike the structure of a building. If someone says it's easy and you don't have to work for it…. Then probably selling you something. If it's easy with no sacrifice, or habit building, then it will not last. When you cook a meal, what doe sit look like if you pulled it from the oven midway thru? You have to let it cook, to get the finished product. Be in it for the Long Term. Let Compunding work for you. Back to the The Prestige: ‘Sacrifice is the price you pay for a good trick.' Not breaking character, you commit to the craft.   Article: HERE   Borden and Angier watch Chung Ling So's fish bowl trick The Prestige (2006) – movie clip Click HERE   Full Show: HERE     Reference Show: McDonalds, Apple, Disruption, 80/20 - Best of Host Matt on Business Topics - BRT S03 EP10 (109) 3-6-2022   Things We Learned This Week What Business Are You In? - McDonalds is a Real Estate Company Disruption in Business & Tech World - How to Handle The Innovator's Dilemma 80/20 Principle summed up is, 80% of outputs come from 20% of inputs – Focus on the 20% Steve Jobs 1997 Return to Apple – The Power of Focus & Simplify, Say No often, choose wisely   FULL SHOW: HERE       Business Topic: HERE   Investing Topic: https://brt-show.libsyn.com/category/investing More - BRT Best of: https://brt-show.libsyn.com/category/Best+Of   Thanks for Listening. Please Subscribe to the BRT Podcast.     AZ Tech Roundtable 2.0 with Matt Battaglia The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.  AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.  Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…    AZ TRT Podcast Home Page: http://aztrtshow.com/ ‘Best Of' AZ TRT Podcast: Click Here Podcast on Google: Click Here Podcast on Spotify: Click Here                    More Info: https://www.economicknight.com/azpodcast/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/     Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.  

KGFX Beyond the Mic Podcast
Agriculture In-depth-- Creating a business advisory team

KGFX Beyond the Mic Podcast

Play Episode Listen Later Jan 8, 2024 14:24


Passing a family farm or ranch from one generation to the next can become divisive if those who think they should be included in the planning aren't at the table. Additionally, some people may need to be at the table that aren't part of the family. Learn more from Glen Newcomer, President of Newcomer Farms in Ohio.

Brisbane Property Podcast
EP 184 - Your Winning Property Advisory Team with Bushy Martin

Brisbane Property Podcast

Play Episode Listen Later Nov 30, 2023 43:42


In this episode of the Brisbane Property Podcast, hosts Scott and Melinda Jennison are joined by the award-winning property investment expert, Bushy Martin. Together, they dive deep into the essential aspects of property investment and unveil invaluable hints and tips for constructing the perfect property advisory team. Your property investment journey is crucial, and the team you assemble plays a pivotal role in safeguarding your interests and achieving your desired outcomes. Bushy Martin, renowned for his expertise in the field, shares his wealth of knowledge and experience to help you make the right choices. Tune in to discover the secrets to selecting the right professionals, from buyers agents to mortgage brokers, who will guide you through your property investment venture. Learn how to build a team that not only protects your investments but also maximizes your returns. Whether you're a seasoned investor or just starting in the world of property, this episode provides valuable insights that will empower you to make informed decisions and set you on the path to success.   Subscribe now and take your property investment journey to new heights!   Connect with Us: Subscribe on Youtube https://www.youtube.com/channel/UCW30uBCnHQ2YllnwGKHNfxg Listen on Spotify https://open.spotify.com/show/5tODCtY54iQrxadNqqmevs Streamline Property Buyers Website https://streamlineproperty.com.au/ Ready to work with us directly? https://streamlineproperty.com.au/contact/   If you liked this episode, please don't forget to subscribe, tune in, and share this podcast with others you know will benefit from the information we share!

Innovation Zero 2023
Innovations in ESG and Climate Risk Reporting | Ep.43

Innovation Zero 2023

Play Episode Listen Later Nov 8, 2023 44:51


Learn how the latest innovation in technology can enhance your ESG reporting delivery along with forward guidance from a regulatory standpoint. Featuring Pedro Baiz (Convenor TAG1 TC322, ISO), Kalyani Inampudi (Independent ESG and Carbon Consultant), Justin Kew (Independent ESG Analyst), Barrie Wilkinson (Founder & CEO and Partner, 3D Carbon Accounting and Oliver Wyman), and Sara Woodroffe (Manager of ESG Policy & Advisory Team, Financial Conduct Authority). The inaugural Innovation Zero Congress at Olympia London in 2023 convened 6,866 passionate, forward-looking experts who exchanged critical knowledge, debate and discussions around the implementation and scaling of the innovations needed to meet the Paris goals. Learn more via www.innovationzero.com.

THRIVEinEDU by Rachelle Dene Poth
ThriveinEDU Live chat with Dr. Pedro Olvera from BlazerWorks' Special Education Clinical Advisory Team

THRIVEinEDU by Rachelle Dene Poth

Play Episode Listen Later Oct 18, 2023 32:17


This episode is sponsored by BlazerWorks. Pedro Olvera is a published writer and teaches coursework at California Baptist University in Riverside, California. He earned his Doctor of Psychology from Alliant International University and his Master of Science in School Psychology. Dr. Olvera specializes in assessing English Language Learners, cognitive assessment, and enhancing collaboration with culturally and linguistically diverse (CLD) families. Olvera has been a bilingual school psychologist in public and private settings for over 21 years. Learn more about BlazerWorks. BlazerWorkds has been providing advisory services and support to districts and school-based professionals for more than 30 years. Learn more from these links: BlazerWorks Clinical Expertise and Support BlazerWorks Managed Services Resources from BlazerWorks News about BlazerWorks BlazerWorks on LinkedIn

Passage, Paragraph, and Prayer
A Reliable Advisory Team (Psalm 119:24)

Passage, Paragraph, and Prayer

Play Episode Listen Later Sep 23, 2023 4:02


Maybe we're too proud to admit it, but how often don't we need reliable advice and counsel? In God's word we have an advisory team that never fails us in life or in death.Music Credit: Johann Sebastian Bach, Trio from Brandenburg Concerto, No. 1, Movement 4

The Moneywise Guys
9/13/23 Matt Riley Discusses His New Position for Bakersfield College + Sports Recap with Garro + Justin

The Moneywise Guys

Play Episode Listen Later Sep 14, 2023 45:49


The Moneywise Show Wednesday, September 13th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement linkedin: MoneywiseWealthManagement Guest: Matthew Riley, Advisory Team for Bakersfield College website: www.GoGades.com  

The Millennial Pastor
S10E5 - Deirdre Brower-Latz

The Millennial Pastor

Play Episode Listen Later Aug 16, 2023 49:18


Caleb and Deirdre Brower-Latz sit down in her office at Nazarene Theological College, Manchester to talk about her story and dialogue around salvation and a theology of creation care. Deirdre is Principal of NTC and member of the Advisory Team for Nazarenes for Creation Care. NTC has a wonderful MA in Theology/Ecology! Check out Nazarene Theological College: https://nazarene.ac.uk/ Support Nazarene's for Creation Care by visiting ⁠⁠https://www.nazarenesforcreationcare.com/⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/millennial-pastors/message Support this podcast: https://podcasters.spotify.com/pod/show/millennial-pastors/support

Generous Business Owner
Dan Horner: A Vision for Purpose and People

Generous Business Owner

Play Episode Listen Later Jun 20, 2023 55:12


In this episode, Jeff, Jeff, and Dan discuss: Anchoring yourself to your family and to God.Growing your career while meaningfully growing your faith. Secrets to running your business differently. Getting creative with using your business platform for God.  Key Takeaways: An organization that is led by people who follow Jesus should be different. As a marketplace leader, you have an incredible ministering platform given to you by the Lord. If you are deploying many ideas and trusting God, even if many of them fail, many will work. If you are acting as God's steward, if He wants it to keep going, it will continue on through His efforts through you. Connect to the heart of your team and employees. Treat them right, build an amazing culture, and your organization will go far.   "I am so thankful that the Lord grounded us in deep dependency, because it's great at a deep sense of humility, and thankfulness in our organization." —  Dan Horner About Dan Horner: Dan Horner is one of the two founding partners of True Homes located in Charlotte, NC.  True Homes develop communities and build 2,400 homes per year in 5 geographic markets throughout the Carolinas. True Homes has grown to be the 34th largest homebuilder in the United States and is the largest privately-owned homebuilder in the Carolinas.  True Homes was honored as the “National Homebuilder of the Year” by Professional Builder Magazine in 2020.  In 2018, True Homes was honored with the Homebuilding Industry's top award for operational excellence, The National Housing Quality Award – Gold Level.  In addition, True Homes have been honored as the “Top Place to Work” in Charlotte out of 6,000 companies for 2017, 2018, 2019, 2020, and 2021 by The Charlotte Observer and Energage, a national research company.  In 2020, Energage recognized True Homes as the “Top Leadership Team” out of 50,000 companies with less than 500 employees across the United States.Dan has 32 years of homebuilding experience.  Dan served as an executive for CP Morgan from 1995 – 2006 leading the organization's growth from 200 homes/ year to over 3,500 homes/ year.  He served as the President and Chief Operating Officer from 2003-2006 prior to starting True Homes with his business partner, Mark Boyce.  He served as a strategic advisor to Allen Edwin Homes from 2006-2020 assisting them to become the largest homebuilder in Michigan.  Dan serves on the Advisory Team of Elevation Church, serves on the Board of Directors for Mission Uprising, and is the founder of “The Outpost”, a Christian men's ministry started in 2003.  He graduated from Purdue University with a degree in Organizational Leadership and Supervision.  Today, Dan continues to lead True Homes and the True Homes Foundation which was started in 2009.  The True Homes Foundation is focused on making an impact within the areas of affordable housing, living wage jobs, education, healthcare, and family support.  As part of their Foundation work, Dan has launched an initiative called KSuite, a forum of Kingdom-minded leaders working together to use their Marketplace Platforms to transform their city.  Through these many efforts, Dan's hope is for people within his community to have the opportunity for more life.Dan resides in Charlotte, NC with his wife, Diane of 32 years.  Dan's greatest joy in life comes from spending time with Diane and their three children and son-in-law - Graham, Morgan, James, and Jackson. Connect with Dan Horner:Website: https://www.truehomesusa.com/ Connect with Jeff Thomas: Website: https://www.arkosglobal.com/Book: https://www.arkosglobal.com/trading-upEmail: jeff.thomas@arkosglobal.comTwitter: https://twitter.com/ArkosGlobalAdv Facebook: https://www.facebook.com/arkosglobal/LinkedIn: https://www.linkedin.com/company/arkosglobaladvisorsInstagram: https://www.instagram.com/arkosglobaladvisors/

Mortgage Marketing Radio
Building Your Wealth Advisory Team to Get More Referrals

Mortgage Marketing Radio

Play Episode Listen Later Jun 14, 2023 59:47


In this episode, we had the privilege of sitting down with Justin Stoddart, author of "The Upstream Model: Hidden Secrets to Building a Massive Referral Business While Crushing Big Tech Competitors".We dive deep into the concepts of moving upstream from Solicitor to Peer and Mentor.Here's a rundown of what we discussed:The traditional way of selling is no longer effective.The Upstream Model is a new approach to selling that focuses on building relationships with key influencers - your Wealth Advisory Team.Building your own Wealth Advisory Team has a number of benefits over traditional sales methods, including higher close rates, less time spent on sales, more predictable greater income.If you are looking for a more effective way to grow your business, I encourage you to attend our FREE Wealth Advisory Team preview call.RSVP HEREWe're going to unpack this new platform to help you grow your own local Wealth Advisory Team and build a consistent flow of quality referrals from high caliber professionals, just like you.RSVP for the Wealth Advisory Team CallLearn More About Mortgage Marketing PROJoin the Podcast Facebook Group Here

Think Bigger Real Estate
Build Your Wealth Advisory Team

Think Bigger Real Estate

Play Episode Listen Later Jun 12, 2023 33:04


There are several ways to grow your real estate business. One is to prospect 10 hours a week (2 hours a day, 5 days a week). Another is to buy leads. On average an agent can get a closing with about $2k ad spend (yet statistically speaking it may cost you up to about $12k to get your first). Another way is to build a Wealth Advisory Team of professionals in neighboring industries. Join me and mortgage industry influencer Geoff Zimpfer as we discuss this third option and one simple paradigm shift that will make this click for you.Links:Full episode with video, audio, timestamps and full transcription—Explore past episodes: thinkbiggerre.com/podcast/Download The Ultimate Guide to 10X Your Referrals: guide.thinkbiggerRE.com/10xReferralsIf you enjoy the podcast, please leave us a short review on Apple Podcasts.  I love reading reviews and engaging with our community.Follow Justin:Instagram: instagram.com/justinstoddartFacebook: facebook.com/justincstoddartYouTube: YouTube.com/c/@ThinkBiggerRERateThisPodcast.com/thinkbigger

Business Ninjas
Why Fractional CFO Is the Key To Growth | Business Ninjas: WriteForMe & Ampleo

Business Ninjas

Play Episode Listen Later Jan 26, 2023 25:26


Join our resident Business Ninja Andy, together with the CFO Consultant and Lead for Transactions and Advisory Team of Ampleo, Patrick McMillan, as they talk about learning how a fractional CFO can be the key to growth. Whether you need the financial wisdom of a CFO, outsourced controller services or basic bookkeeping, Amplēo has a wide range of expertise to offer your business. The choice is simple—either maintain your status quo or ignite innovation and incredible growth for your company. Amplēo has provided part-time CFO and outsourced controller services to small and mid-size SaaS and ecommerce businesses. Amplēo delivers seasoned external CFO services for considerably less than the cost of hiring a full-time person.Learn more about them and visit their website todayat https://www.ampleo.com/-----Do you want to be interviewed for your business? Schedule time with us, and we'll create a podcast like this for your business:  https://www.WriteForMe.io/-----https://www.facebook.com/writeforme.iohttps://www.instagram.com/writeforme.io/https://twitter.com/writeformeiohttps://www.linkedin.com/company/writeforme/https://www.pinterest.com/andysteuer/Want to be interviewed on our Business Ninjas podcast? Schedule time with us now, and we'll make it happen right away! Check out WriteForMe, more than just a Content Agency! See the Faces Behind The Voices on our YouTube Channel!

Aurora Energy Research Podcast
EP.126 Dalia Majumder-Russell, Partner Energy, CMS

Aurora Energy Research Podcast

Play Episode Listen Later Jan 25, 2023 28:24


This week on Energy Unplugged we focus on what it takes to launch a successful hydrogen production project. We're delighted to welcome Dalia Majumder-Russell, Partner at CMS in a conversation with Emma Woodward, Project Leader on Aurora's Advisory Team.  Dalia is a partner in CMS's Energy team in London, advising a wide range of investors, developers, utilities, lenders and governments on energy projects and infrastructure for over 10 years. She has extensive experience of negotiating power, gas and hydrogen offtake agreements and advising on carbon capture usage and storage (CCUS) projects in the UK and internationally.   Dalia and Emma discuss: * The key considerations for what it takes to launch a successful hydrogen production project * Financial aspects developers should take into account for a bankable project * The key pieces of the puzzle the policy makers need to consider * Transport & storage – key issues and risks

Aurora Energy Research Podcast
EP.124 Catherine Raw, Managing Director of SSE Thermal

Aurora Energy Research Podcast

Play Episode Listen Later Jan 12, 2023 38:19


In this episode, Emma Woodward, Project Leader on Aurora's Advisory Team is joined by Catherine Raw, Managing Director of SSE Thermal to discuss about low-carbon flexibility with focus on hydrogen and gas CCS within the power sector. Catherine joined SSE in April 2022 where she is responsible for the strategy, performance and development of the company's flexible power generation and energy storage activities. Previous to SSE, Catherine was Chief Operating Officer for North America and Chief Financial Officer for Barrick Gold and Managing Director and Fund Manager at Blackrock. Emma & Catherine discuss: • The importance of low-carbon flexibility in the power sector • Additional system needs and how thermal technologies might be able to provide low-carbon capacity • The work SSE is doing in this space • The progress needed in 2023 in order to support the development of low-carbon flexibility in the power sector

Becker’s Healthcare -- Spine and Orthopedic Podcast
6-physician orthopedic practice to join Sanford Health and Dr. Eric Potts joins advisory team at Aclarion

Becker’s Healthcare -- Spine and Orthopedic Podcast

Play Episode Listen Later Dec 21, 2022 1:50


The Analytic Mind
Inside Microsoft Power BI Customer Advisory Team with Chris Webb - Ep. 50

The Analytic Mind

Play Episode Listen Later Dec 4, 2022 52:23


In this episode of the Analytic Mind Podcast, Chris Webb, a member of the Power BI Customer Advisory Team at Microsoft, shares his insights on the history and development of Power BI and how the team listens to customer feedback to create an enterprise BI tool for professionals and casual users alike. Chris reveals how the team has to balance making the tool easy to use and accessible with promoting best practices, and how they are working to make the transition from casual to professional user easier. Discover how to create quality Power BI reports and unlock the power of DAX with Chris Webb in this episode of the Analytic Mind Podcast. Chris Webb, is a celebrated figure in the Power Bi world. Currently, he serves as the Principal Program Manager for the Power BI Customer Advisory Team. This team assists large customers to achieve success with Power Bi. They listen to the customers and convey their feedback to the rest of the product development team. Having worked with Microsoft Bi since 1998, Chris has seen the Power Bi product evolve from its early days to the highly successful product it is today. In addition to listening to user feedback, Chris is passionate about building the product based on what users want. What You Will Learn: 1. How has Microsoft's Power BI team been able to revolutionize its product and make it successful? 2. What strategies can be used to make the transition to Power BI easier for users? 3. What techniques can be used to optimize the DAX experience and simplify the use of Power BI? For full show notes, and the links mentioned visit: https://www.enterprisedna.co/podcast Be our guest, register here: https://www.enterprisedna.co/be-our-podcast-guest/ Connect with me: Chris Webb Blog: https://blog.crossjoin.co.uk/ LinkedIn: https://www.linkedin.com/in/chriswebb6/ Sam McKay Website: https://www.enterprisedna.co/ LinkedIn: https://www.linkedin.com/in/sammckayenterprisedna/ Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/the-analytic-mind/id1541066997

PracticeCare
Millie Huckabee on Building a Good Advisory Team

PracticeCare

Play Episode Listen Later Nov 22, 2022 24:57


Episode NotesMillie Huckabee and is the Founder and CEO of Sage Therapy Chicago. Sage provides in-person and online therapy to individuals, couples, and families as well as mental health resources to the Chicagoland area and the State of Illinois. Millie became a therapist because she loves hearing the stories of people's lives and their experiences. She founded Sage because she wanted to establish and build a practice that was a great place for therapists to work and for clients to find reliable and supportive mental healthcare and resources. In this episode Carl White and Millie Huckabee discuss:The expertise she has on her advisory teamHow Millie tells a good advisor from a bad advisor, and when it's time to change advisorsTips to get the most value out of your advisors Want to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's where you can get the process started:https://marketvisorygroup.com/practicecare-podcast/ Affiliate PromotionWe're fans of Constant Contact for email campaigns, newsletters, and emails. We use it with our clients. What we like: Very easy to useVery flexibleEasy to find supportHIPAA compliant Get 30% off for the 1st 3 months if you sign up using our partner link. We do receive a commission when you use our link. Constant Contact offers additional prepayment discounts you can choose: 10% off per month for your first 6 months, or 15% off for the year. If you prepay, your discount stacks on top of the 30% discount for the 1st 3 months. Connect with Millie Huckabeehttps://www.instagram.com/sagetherapychicago/?hl=enhttps://www.facebook.com/people/Sage-Therapy-Chicago/100064367281089/?ref=py_chttps://www.linkedin.com/company/sage-therapy-chicago/?viewAsMember=true Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Quantum Growth for Financial Advisors
Creating Advisor Capacity and Expanding Your Client Facing Advisory Team

Quantum Growth for Financial Advisors

Play Episode Listen Later Oct 5, 2022 28:22


Are you looking to free up your time within your advisory practice?  Do you think you have TOO MANY clients?  Are you thinking about hiring a junior advisor or staff member within the next year to create capacity within your organization? If so, this podcast is for you.  Join Jon Kuttin and returning guest Jon The post Creating Advisor Capacity and Expanding Your Client Facing Advisory Team appeared first on Kuttin Consulting Group.

Empower Talks - Insurance Careers
Paolo Cuomo - Innovation and Change

Empower Talks - Insurance Careers

Play Episode Listen Later Oct 3, 2022 52:57


Sam talks to Insurance Innovator Paolo Cuomo about his journey from management consultant to his role working with the Analytics & Advisory Team at Gallagher Re.Sam and Paolo first met at The Worshipful Company of Insurers (WCI) and discuss the philanthropic possibilities presented by the organisation, specifically Paolo's association with iWIN – The insurance women's inclusivity network.Paolo shares his insights on the future of the London Markets and the importance, and challenges, of implementing innovative technology in the Insurance Market as a whole.RELATED LINKSYou can get in touch with Paolo on LinkedIn: https://www.linkedin.com/in/paolocuomo/The Worshipful Company of Insurers: https://www.wci.org.uk/iWIN – The insurance women's inclusivity network: https://www.iwin-wci.co.uk/InsTech London: https://www.instech.co/City Quantum Summit: http://www.robinsonhambro.com/city-quantum-summit Hosted on Acast. See acast.com/privacy for more information.

AZ Tech Roundtable 2.0
This is the Trick? The One Thing to Exit Strategy to Moneyball & Business Lessons from Movies - Best of Business Part 2 - BRT S03 EP43 (142) 9-4-2022

AZ Tech Roundtable 2.0

Play Episode Listen Later Sep 6, 2022 48:00


This is the Trick? The One Thing to Exit Strategy to Moneyball & Business Lessons from Movies - Best of Business Part 2 - BRT S03 EP43 (142) 9-4-2022   What We Learned This Week That's the Trick - Daily Work, the Grind Dominos - Priority in Latin = First, what is your 1st Domino? Knock it down Advisory Team - importance of building a good team (CPA, Attorney, Banker) That's the Trick – this is the performance What's the Problem? - from Moneyball We Don't Hire Brokers, We Train Them - from Boiler Room     That's the Trick There's a scene in the movie The Prestige when the 2 young apprentice magicians go to see an older magician to learn his ‘Trick'. When the older magician is on stage he's doing amazing feats of strength. Then they get a watch him after the show get into a carriage, he seems like a crippled feeble old man who needs help. One magician says the other magician – ‘This is the Trick. This is the performance. This is why no one can detect his method. Total devotion to his art. Lot of self sacrifice.' The ‘Trick' is off stage, he's always acting like a crippled old man. It's simple, not easy. We often look for something that's not there, the big secret, when it's actually just in front of our faces. Always more simple than we think. We're looking for the big trick, how to get rich in a moment. When the actual trick, is doing the work daily, weekly, monthly, for years. You hone the craft, measure your progress, and adjust over time. Respect the craft, as there is no overnight success. The old line in business, it took him 20 years to be an overnight success. The Malcolm Gladwell book Outliers, says it takes 10,000 hours to master something. The expert has been practicing for 10 years. The professional golfer, the actor, the musician, the chest master, the salesman, or work on their craft. Even the greats like Tom Brady, Buffett, or bodybuilder Schwarzenegger all honed their craft over the decades. It's Simple, not Easy. You have to show up every day, to the repetitive work, just doing the grind. There is a great story about Sylvester Stallone trying to get auditions, and then trying to sell the screenplay for Rocky. He got thrown out of agents offices over 1500 times in the mid 10970s. Funny as there were only 500 agents in NYC. He actually got thrown out multiple times. There are no success hacks, no magic, no secret sauce. The secret is to just do the work. You work daily and improve 1% a week, leads to 66% improvement in a year. You must be willing to do what others will not. Compounding works with effort day and day out. Magic of Compounding is mass improvement over time, by perfecting the little things. Delay gratification and you see the results slowly. Build a base, not unlike the structure of a building. If someone says it's easy and you don't have to work for it…. Then probably selling you something. If it's easy with no sacrifice, or habit building, then it will not last. When you cook a meal, what doe sit look like if you pulled it from the oven midway thru? You have to let it cook, to get the finished product. Be in it for the Long Term. Let Compunding work for you. Back to the The Prestige: ‘Sacrifice is the price you pay for a good trick.' Not breaking character, you commit to the craft.     https://www.youtube.com/watch?v=o-3GckDEPpU Borden and Angier watch Chung Ling So's fish bowl trick | The Prestige (2006)     Clips from The One Thing w/ Jay Papasan of Keller Williams Realty BRT S03 EP22 (122) 5-29-2022 Guest: Jay Papsan, VP of Keller Williams Realty https://the1thing.com/ https://www.jaypapasan.com/ https://www.linkedin.com/in/jaypapasan/ https://twitter.com/jaypapasan https://kw.com/   Jay Papasan is a bestselling author and serves as vice president and executive editor at Keller Williams Realty Inc, the world's largest real estate company. He is also co-owner and co-founder of several successful businesses, including Keller INK, Keller Capital, and, alongside his wife Wendy, Papasan Properties Group in Austin, Texas. The books he's co-authored have collectively sold over 3.5 million copies. His most recent work with Gary Keller on The ONE Thing has sold over a million copies worldwide and garnered more than 500 appearances on national bestseller lists, including #1 on The Wall Street Journal's hardcover business list. The ONE Thing by Gary Keller & Jay Papasan – book summary The Book in Three Sentences The ONE Thing is the best approach to getting what you want. Success is a result of narrowing your concentration to one thing. Success is built sequentially, one thing at a time. The Five Big Ideas Not everything matters equally. Multitasking is a lie. Discipline is a result of habit. Willpower is a finite resource. Big is bad. Link: HERE   Full Show: HERE     Clips from From Private Equity to The Exit Strategy Playbook w/ Adam Coffey BRT S03 EP06 (105) 2-6-2022 Guest: Adam Coffey, author of The Private Equity & Exit Strategy Playbook LKIN: https://www.linkedin.com/in/adamecoffey Website: https://adamecoffey.com/   Adam Coffey - CEO, board member, best-selling author, Forbes Business Council member, and an acclaimed guest speaker, Adam Coffey, is an inspiring and authentic leader who creates high-performance cultures and drives transformative growth.    Part Three: Build Your Advisory Team Coffey talks about the fact you need strong and experienced advisors in the sale process to prep for  the qualified buyer. He means tax advisors and accountants; lawyers; and a broker like an investment bankers/transaction advisor. He reviews costs, timelines and where each assists a seller. If you do not have a good team, the buyer could take advantage of you (especially if they are experienced), and the costs could be hundreds of thousands to millions $.   Full Show: HERE     Clips from Moneyball, Boiler Room, Glengarry Glen Ross, The Founder - Business Lessons from the Movies   BRT S03 EP42 (141) 8-28-2022 Guest: Eric Almassy  LinkedIn: https://www.linkedin.com/in/eric-almassy-4b10097 Eric is a regional sales director, & also a part time Actor     Notes:   Moneyball Do you know what the problem is? – have to identify the problem, and magnitude to be able to solve, If looking at the problem wrong, can't solve Find Undervalued assets – work harder, look for talent where others ignore, focus on results, not if they have ‘the look' Think differently, cannot think like others with more capital & resources – compete against others at their game, get slaughtered, must adjust the game, creative problem solving within means you have  Job Offer – John Henry of the red Sox tries to recruit Billy Beane Baseball was out of touch (Dinosaurs), should be copying Beane's formula, use science and math to update the game of baseball, Bill James & Sabermetrics   https://www.youtube.com/results?search_query=moneyball+movie+clips     Boiler Room How to pitch, close – motion creates emotion – learn rebuttals, Ask Qs & identifying buying Qs Train new people in their system, ‘We don't hire brokers here, we train brokers' Act As If – dress the part, act like you own the co Telemarketer for newspaper – ‘Wait a Min., that's your pitch?' You want to close me, you should sell me   https://www.youtube.com/results?search_query=bolier+room+clips   Full Show: HERE         BRT Hollywood: HERE   BRT Marketing: HERE   BRT Business: HERE   Investing Topic: https://brt-show.libsyn.com/category/investing More - BRT Best of: https://brt-show.libsyn.com/category/Best+Of     Thanks for Listening. Please Subscribe to the BRT Podcast.      Business Roundtable with Matt Battaglia The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.  Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…  BRT Podcast Home Page: https://brt-show.libsyn.com/ ‘Best Of' BRT Podcast: Click Here BRT Podcast on Google: Click Here BRT Podcast on Spotify: Click Here                    More Info: https://www.economicknight.com/podcast-brt-home/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/   Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.

Clark County Today News
Clark County seeks applicants for 78th Street Heritage Farm Technical Advisory Team

Clark County Today News

Play Episode Listen Later Aug 11, 2022 2:41


Clark County is accepting applications to fill all five positions on the 78th Street Heritage Farm Technical Advisory Team. All positions would begin in the fall of 2022. https://bit.ly/3QEsxsS #The78thStreetHeritageFarm #TechnicalAdvisoryTeam #ParksAndLandsDivision #ClarkCountyPublicWorks #OperationOfTheFarm #OnsitePrograms #Applicants #Residents #VancouverWa #ClarkCountyWa #ClarkCountyNews #ClarkCountyToday

Power Producers Podcast
Every Agency Needs an Agency CFO with the RD Advisory Team

Power Producers Podcast

Play Episode Listen Later Aug 1, 2022 60:46


In this episode of The Power Producers Podcast, David Carothers is joined by Cayla Carrillo, Don Polczynski, and Roe Polczynski of RD Advisory Group to talk about how their AgencyCFO service provides financial, growth, and organizational expertise to independent insurance agencies of all sizes.  Episode Highlights: Roe, Don, and Kayla share their background and how they got into the financial industry. (2:47) Roe explains the difference between a CFO and a CPA. (10:23) Don shares five things every agency owner should understand about finances. (11:33) Cayla explains that they always tell their clients that the finance fundamentals are the same regardless of the agency size. (14:24) Cayla shares that the one role that does not understand how they are compensated is mostly the producers. (18:37) Don explains that for the vast majority of agencies, sales management is the weakest point. (24:53) Don and Roe discuss the importance of producers talking in revenue and not locking in premium. (29:46) Roe advises agency owners to look into how they are going to retain their employees now that they are halfway through the year. (35:28) Cayla and Don explain why, aside from the revenue growth rate, it is also important to monitor the retention rate. (40:30) Roe shares that, as CFO, it is their fiduciary responsibility to help agency owners maximize whatever they can. (47:21) Roe offers agency owners a free program they can provide to their clients. (52:00) Cayla explains that if financial noise is your number one problem, they can fix it. (56:49) Tweetable Quotes: "When you consider yourself to be incorporated and a business within the agency, you truly, I think, learn to develop yourself and think about your own profitability." -Cayla Carrillo "As CFOs we have decided it is our fiduciary responsibility to help our agency owners maximize whatever they can." - Roe Polczynski "We are here to talk. We never charge. We don't do quick sales. You call us if you have a quick question. We're gonna help you. This is a program to enhance your business not to scare you or to take away from you." - Roe Polczynski Resources Mentioned: Cayla Carrillo LinkedIn Don Polczynski, MS LinkedIn Roe Polczynski, MBA LinkedIn AgencyCFO RD Advisory Group David Carothers Florida Risk Partners The Extra 2 Minutes

roe v wade agency cfo cpa advisory team david carothers power producers podcast
Agency Intelligence
Power Producers: Every Agency Needs an Agency CFO with the RD Advisory Team

Agency Intelligence

Play Episode Listen Later Aug 1, 2022 62:31


In this episode of The Power Producers Podcast, David Carothers is joined by Cayla Carrillo, Don Polczynski, and Roe Polczynski of RD Advisory Group to talk about how their AgencyCFO service provides financial, growth, and organizational expertise to independent insurance agencies of all sizes.  Episode Highlights: Roe, Don, and Kayla share their background and how they got into the financial industry. (2:47) Roe explains the difference between a CFO and a CPA. (10:23) Don shares five things every agency owner should understand about finances. (11:33) Cayla explains that they always tell their clients that the finance fundamentals are the same regardless of the agency size. (14:24) Cayla shares that the one role that does not understand how they are compensated is mostly the producers. (18:37) Don explains that for the vast majority of agencies, sales management is the weakest point. (24:53) Don and Roe discuss the importance of producers talking in revenue and not locking in premium. (29:46) Roe advises agency owners to look into how they are going to retain their employees now that they are halfway through the year. (35:28) Cayla and Don explain why, aside from the revenue growth rate, it is also important to monitor the retention rate. (40:30) Roe shares that, as CFO, it is their fiduciary responsibility to help agency owners maximize whatever they can. (47:21) Roe offers agency owners a free program they can provide to their clients. (52:00) Cayla explains that if financial noise is your number one problem, they can fix it. (56:49) Tweetable Quotes: "When you consider yourself to be incorporated and a business within the agency, you truly, I think, learn to develop yourself and think about your own profitability." -Cayla Carrillo "As CFOs we have decided it is our fiduciary responsibility to help our agency owners maximize whatever they can." - Roe Polczynski "We are here to talk. We never charge. We don't do quick sales. You call us if you have a quick question. We're gonna help you. This is a program to enhance your business not to scare you or to take away from you." - Roe Polczynski Resources Mentioned: Cayla Carrillo LinkedIn Don Polczynski, MS LinkedIn Roe Polczynski, MBA LinkedIn AgencyCFO RD Advisory Group David Carothers Florida Risk Partners The Extra 2 Minutes

roe v wade agency cfo cpa producers advisory team david carothers power producers podcast
Family Business Radio
Finding the Right Team Members on Your Own Advisory Board, with Anthony Chen, Host of Family Business Radio

Family Business Radio

Play Episode Listen Later Aug 1, 2022


Finding the Right Team Members on Your Own Advisory Board, with Anthony Chen, Host of Family Business Radio In a commentary from a recent Family Business Radio episode, host Anthony Chen notes that a business owner can’t be an expert in every aspect of their business, and he advocates for finding experienced professionals to add to […] The post Finding the Right Team Members on Your Own Advisory Board, with Anthony Chen, Host of

Dental Acquisition Unscripted
Dental Practice Broker Shark Week - w/ Justin Schafer & Aprio - EPISODE 12

Dental Acquisition Unscripted

Play Episode Listen Later Jul 30, 2022 34:35


Justin Schafer IS BACK! ! ! He joins us this time representing his firm, Aprio. You can visit his page & schedule an appointment to talk directly with him Aprio Website Aprio has tons of resources and is a Dental Specific CPA & Advisory Team. Justin is leading the charge in transitions and brokering practices with the full force of Aprio supporting these deals. Justin Schafer | Director, Practice Transitions

Fully Funded Podcast with Mike Kim & Mary Valloni
045: Why Build a Fundraising Advisory Team | 5 Things to Consider

Fully Funded Podcast with Mike Kim & Mary Valloni

Play Episode Listen Later Jul 19, 2022 27:45


Fundraising isn't just about raising money – it's about teambuilding, inviting others in and yes, not going it alone. Traditional support raising training encourages you to create a list of names and one-by-one invite them in. Our FREEDOM framework encourages you to do the opposite. Don't create a list of donor prospect names, create a list of prospective advisory team members. Releasing yourself of the pressure of doing your fundraising alone is one aspect of this new way of thinking, but here are five MORE reasons you should consider as you build your advisory team. The advisory team frees you from overwhelm. The advisory team will save you time. The advisory team will make it more fun. You will never run out of contacts. You'll be more confident when you make the ask. If you enjoy the show, please share it with a friend and consider a special gift to fullyfundedacademy.com/give. To submit a question to the podcast, go to fullyfundedacademy.com/podcast. For more information about Fully Funded Academy or Fully Funded Orgs, go to fullyfundedacademy.com.

Speak Your Mind Unapologetically Podcast
How You Can Assemble a Powerful Advisory Team To Support Your Career (with Sabeen Syed)

Speak Your Mind Unapologetically Podcast

Play Episode Listen Later Jul 18, 2022 63:19


Engineering Director Sabeen demonstrates the power of having mentors and advisors to support you and catapult your career through several examples. In this episode, you'll discover: ✔️  A framework to help you decide your next best career move. ✔️ The smartest way to get new mentors at work. ✔️ Why using mentors can spark your ambition and elevate your career. ✔️ The mindset hack to get you to finally share your half-baked ideas in meetings. ✔️ A strategic power move that gets even the most uncollaborative coworker to collaborate without any conflict. Links: Episode Discover How To Make People Listen To You When They Try To Ignore You (With Vishwaa Vaidya): https://speakyourmindnow.libsyn.com/discover-how-to-make-people-listen-to-you-when-they-try-to-ignore-you-with-guest-vishwaa-vaidya Episode How To Get Noticed At Work If You Are A Minority, Underrepresented, or Underprivileged (with Samuel Santos): https://speakyourmindnow.libsyn.com/how-to-get-noticed-at-work-if-you-are-a-minority-underrepresented-or-underprivileged Assertiveness free resources: https://assertiveway.com/free/ Assertive & Liked 10-Day Challenge: https://assertiveway.aweb.page/10daychallengeoffer Assertiveness free training: https://assertiveway.aweb.page/getahead Assertive Communication Newsletter: https://assertiveway.com/newsletter/ Rate the podcast on apple: https://podcasts.apple.com/us/podcast/speak-your-mind-unapologetically-podcast/id1623647915 Leave the podcast a rating or review guide:  https://youtu.be/iN96MGnmFdk

Web3: From Mystery to Mainstreet
9: Crypto/NFT Accounting & Tax 101: It's Time to Comply – Interview with Damien Jones, Partner & Head of Accounting Advisory Team, EY and Greg Reinhardt, Partner and Head of Tax, Norton Rose Fulbright, Australia

Web3: From Mystery to Mainstreet

Play Episode Listen Later Jul 1, 2022 50:10


Cryptocurrency has often been seen as an unregulated environment but, as its use cases move more mainstream, it is clear that there are significant regulatory issues when dealing with crypto. Together with our tax and accounting experts, we will examine the relevant issues when: An organisation buys crypto as part of corporate treasury, ie. to keep it on the balance sheet. Companies like Tesla, Block (Square) and Microstrategy have famously done this to diversify risk. They are now being joined by other organisations, including recently KPMG Canada. An organisation accepts crypto in payment for goods or services. Companies like AT&T in the US have been doing this for a while and there is a trend for companies to be more open to this in Australia. An organisation pays its staff partly/wholly in crypto, such as is being done by Australian tech success story, Finder. An organisation issues crypto tokens to staff as incentives like a traditional ESOP but with tokens. We have recently supported an organisation to do this and, interestingly the token options were valued more highly by the staff than the equity options. Please join this fascinating session with Damien Jones, Partner & Head of Accounting Advisory Team, EY and Greg Reinhardt, Partner and Head of Tax, Norton Rose Fulbright, AustraliaSee omnystudio.com/listener for privacy information.

Maison Pur
Technology + Your Health With August Brice Of Tech Wellness

Maison Pur

Play Episode Listen Later Jun 7, 2022 66:48


Technology rules our lives more and more everyday, but most of us don't stop the scroll to wonder how it can affect our wellness. Today, August Brice of Tech Wellness is here to show us how to set ourselves up to thrive with tech! We cover a lot of ground in this episode from privacy concerns, to kids & screens, and even clear the air on EMF. **My mic had a major issue during recording which wasn't caught until after. I've had some audio engineers clean up my audio and hopefully this fascinating conversation can still be a wonderful resource for you.In this episode:What is EMF & is it really a concern?Is anti-EMF gear legit?Privacy concernsHidden ways businesses or even creepers can track youKids + technologyWhat studies show about kid's screen time, early social media use, & moreSetting boundariesTeaching kids how to protect their privacy now and for their future selvesCatfishingAugust's passion is finding solutions for mindful living in our digital world.  Her online platform, TechWellness.com is the only comprehensive online source that addresses all the challenges of our modern digital world - from EMF Radiation and effects of blue light, to Cyber security and mental wellbeing with tech. On top of her on-going research, August has built an Advisory Team consisting of world-renown experts in each area, who consult with Tech Wellness and review all major content on the site. 

UBC News World
This UAE Immigration Advisory Team Facilitates UK Student Visas For HPI Program

UBC News World

Play Episode Listen Later May 19, 2022 2:59


You can explain advances in quantum mechanics to Albert Einstein's imaginary grandchildren and you have translated Shakespeare into Pashto. Congratulations! Now you just need to apply for the HPI Visa! Call Y-Axis Middle East (+971-0-42 48 3900) today! Check it out at https://www.y-axis.ae/visa/study/uk/hpi (https://www.y-axis.ae/visa/study/uk/hpi)

Pure Nurture Pregnancy and Birth | A Holistic Approach
How the Tech at Home is Affecting Your Mind and Body with August Brice

Pure Nurture Pregnancy and Birth | A Holistic Approach

Play Episode Listen Later May 17, 2022 37:54


August Brice's passion is finding solutions for mindful living in our digital world. Her online platform, TechWellness.com is the only comprehensive online source that addresses all the challenges of our modern digital world - from EMF Radiation and the effects of blue light to Cyber security and mental wellbeing with tech. On top of her ongoing research, August has built an Advisory Team consisting of world-renown experts in each area, who consult with Tech Wellness and review all major content on the site. All solutions are purchased and tested, never supplied by or sponsored by manufacturers to avoid any influence. In this episode, you will hear about: How August got into tech wellness Electromagnetic hypersensitivity EMF meters EMF-sensitivity studies (or lack of) Infertility studies Studies on pregnant mice The precautionary principle Turn WiFi off when you're not using it Faraday box Disable this on your phone when not in use Smart appliances Your phone camera is watching you Apps August recommends What Airplane Mode means Internet addiction Don't expose children to tech until this age Create device-free time as a family Where to best charge your phone Connect with August: Website: techwellness.com Instagram: @techwellness Facebook: @techwellness Twitter: @techwellness1 LinkedIn: @august-brice Next week, we will prepare for better pregnancies through the lens of Functional Medicine. Sarah Thompson will be guiding us!

Lifelong
August Brice On EMF As A Toxin & Tips For A Healthier Body In A Technological World

Lifelong

Play Episode Listen Later May 5, 2022 50:47


NOTES:At this point in time, most of us have probably heard of EMFs. With the rapid growth of technology and innovation, EMFs have become increasingly more prevalent. The downside of all this exciting technological growth is that these EMFs have negative effects on one's health, but the good news is there are things you can do about it. Admittedly, I am still learning about EMFs as a toxin. Today, I had the opportunity to interview of one the most well-known women in the EMF education community, August Brice of Tech Wellness. August has a passion is mindful living in our digital world. Her online platform, TechWellness.com is the only comprehensive online source that addresses all the challenges of our modern digital world - from EMF Radiation and effects of blue light, to Cyber Security and mental wellbeing with tech. On top of her on-going research, August has built an Advisory Team consisting of world-renown experts in each area, who consult with Tech Wellness and review all major content on the site. Anything August shares on her platform are tested and is never supplied or sponsored to avoid any influence. While this episode addresses a deep topic, August keeps it light, fun, and extremely positive. So join me in welcoming August Brice!LINKS:Tech Wellness WebsiteTech Wellness InstagramAir Tube HeadphonesAmericans For Responsible TechnologyBranch Basics Oxygen BoostEMF Protection Bed Canopy

Proactive - Interviews for investors
Albert Labs adds natural drug development expert Prof. Rob Britton to its scientific advisory team

Proactive - Interviews for investors

Play Episode Listen Later Apr 26, 2022 1:49


Albert Labs International Corp. new Scientific Advisory Board member Professor Robert Britton, BSc, PhD, of Simon Fraser University, joined Proactive's Stephen Gunnion to discuss his background and what he brings to his role at the mental health research and drug development company. Britton has joined the board along with renowned toxicologist and pharmacologist, Dr Ricardo Jorge Dinis-Oliveira. You can find his interview with Proactive's Katie Pilbeam here.

The Hive Podcast
75. Trust, Virtual Communication & Embodied Cognition / Dr Gillian Isaacs Russell

The Hive Podcast

Play Episode Listen Later Dec 4, 2021 33:22


Today, I have the pleasure of speaking with another friend of the podcast, Dr Gillian Isaacs Russell, a celebrated author, psychoanalyst and psychotherapist. Member of the British Psychoanalytic Council, the British Psychotherapy Foundation, the American Psychoanalytic Association, and the International Psychoanalytical Association, Gillian is a Registered Psychotherapist in the state of Colorado and has been in private practice in the UK and USA since 1988. Her fascinating book, Screen Relations: The Limits of Computer-Mediated Psychoanalysis and Psychotherapy, examines how some of our most intimate relationships, including that of analyst and patient, are affected by technologically-mediated communication. Having served on the Editorial Board as Book Reviews Editor, Gillian currently serves on the COVID-19 Advisory Team for the American Psychoanalytic Association, where she received the 2021 Distinguished Service Award. This episode is sponsored by Pleo, whose event, "Forward", I will be hosting on 9th December 2021. Join me and grab your free ticket here: pleo.io/en/forward Recorded on 15th February 2021.

Market & Economic Insights
Building a Comprehensive Advisory Team: Generational Wealth – Part Three

Market & Economic Insights

Play Episode Listen Later Sep 29, 2021 36:04


When the time comes to create a generational legacy, the families that have been most successful have incorporated an additional element into their advisor teams beyond wealth management and tax mitigation. Family governance advisors have been quite effective in facilitating the transfer of generational wealth. In the third part of our generational wealth podcast series, Tom Rogerson, President and CEO of GenLeg Consulting and Boston Private's Jason Cain share the impact governance advisors can have on your family legacy.

Todd Coconato Podcast— The Remnant
President Trump addresses Trump Faith Advisory team, we talk about that and more...

Todd Coconato Podcast— The Remnant

Play Episode Listen Later Sep 2, 2021 35:27


President Trump addresses the Trump Faith Advisory team, we talk about that and more... ___________________________________________________________________________________________________ Help us fund the operation here: www.ToddCoconato.com/give Get up to the minute news here: www.Remnant.News Download our new app at www.ToddCoconato.com/app  Follow Pastor Todd here: www.toddcoconato.com/findme Go to our store for special deals for Remnant Warriors here: https://remnant.news/hanews/deals-for-remnant-warriors/ Pastor Todd's website: www.ToddCoconato.com

Inside Healthy Teams by Apricot Consulting
What Victoria's Social Procurement Framework is Achieving with Vincent Sully

Inside Healthy Teams by Apricot Consulting

Play Episode Listen Later Aug 10, 2021 21:50


On this episode of Inside Healthy Teams, we speak with Vincent Sully, Manager, Inclusion Policy and Advisory Team, from the Department of Jobs, Precincts and Regions about the creation and progress of Victoria's social procurement framework.

All In Sports Outreach Podcast
Episode 170: Logan Simmons, WR Coach, Lampasas HS (Lampasas, TX)

All In Sports Outreach Podcast

Play Episode Listen Later Apr 21, 2021 39:36


Logan Simmons is currently WR Coach at Lampasas High School, in Lampasas, Texas. He is a graduate of Texas State University. Logan serves on the Advisory Team for All In Sports Outreach. He plays recreational hockey in his spare time. Logan is married to Sara and they have a daughter, Crosby. He and Sara are […] The post Episode 170: Logan Simmons, WR Coach, Lampasas HS (Lampasas, TX) first appeared on All In Sports Outreach.

The Legal Ops Podcast
The Pulse: World's largest legal tech advisory team, Microsoft's "industry clouds", more updates to MS Teams and OneNDA

The Legal Ops Podcast

Play Episode Listen Later Mar 22, 2021 30:38


Alex and Elliot chat about: * The merger of HBR Consulting and Keno Kozie, forming the world's largest legal tech advisory team * Microsoft's "industry clouds" and whether or not they will come to legal * New presenter modes in MS Teams * OneNDA, a community-led initiative to create a universal NDA LINKS HBR Consulting and Keno Kozie merger: https://legaltechnology.com/breaking-news-hbr-consulting-acquires-keno-kozie-to-form-700-legal-tech-advisory-team/ Microsoft's industry clouds: https://www.zdnet.com/article/microsoft-unveils-three-more-industry-clouds-for-financial-manufacturing-and-nonprofit/ MS Teams new presenter modes: https://www-theverge-com.cdn.ampproject.org/c/s/www.theverge.com/platform/amp/2021/3/2/22308927/microsoft-teams-presenter-mode-powerpoint-live-features OneNDA: https://onenda.club/

Soma Church Indy
Medical Advisory Team Update: March 8, 2021

Soma Church Indy

Play Episode Listen Later Mar 9, 2021 22:09


Medical Advisory Team Update: March 8, 2021 by Soma Church

Hindsight Media Radio 103.5 FM Podcasts
Take Control Of Your Money In 2021 - Part 2 - Working With And Advisory Team

Hindsight Media Radio 103.5 FM Podcasts

Play Episode Listen Later Feb 5, 2021 33:00


Take Control Of Your Money In 2021 - Part 2 - Working With And Advisory Team by Hindsight Media Radio

The Treasury Talent Podcast
#165 Melissa Cameron - Treasury Advisory Team Partner at Deloitte

The Treasury Talent Podcast

Play Episode Listen Later Feb 4, 2021 21:48


Today I am joined by Melissa Cameron. Melissa is a partner for the treasury advisory team at Deloitte.    In this episode we discuss: How she came to the treasury and what made her choose it Her career highlights so far The transition in becoming a global citizen Making the transition from banking into the consulting environments  

Rebellious Wellness Over 50
Covid, The Vaccines, and Why We Can't Rely on Them to Save Us

Rebellious Wellness Over 50

Play Episode Listen Later Feb 2, 2021 28:16


https://main.ccghe.net/CCG/about/faculty/BollingerBio.asp#quicktabs-person_activities_qtab=5 (Dr. Bob Bollinger )is a renown epidemiologist and currently a Professor of Infectious Diseases at the Johns Hopkins University (JHU) School of Medicine, and serves on the Advisory Team for the Johns Hopkins Precision Medicine Center of Excellence for COVID-19. He has more than 40 years of experience in international public health, clinical research, and education dealing with such global health priorities as HIV/AIDS, malaria, tuberculosis, leprosy, dengue, antibiotic resistant infections and other emerging diseases. I asked Dr. Bob to talk about how we got here, how we can get back to "normal" and why we should trust the vaccine. Also, is one vaccine safer than another. How do we know we can trust the ones that are out there now? And what he would say to someone who is not sure they want to get this vaccine. Bob is very clear, the vaccine is one way to move us in the direction of something like normal but we still must be practicing all the other ways we already know work.

DevTalk with Kerry W. Lothrop
52: Working on the Mobile Customer Advisory Team at Microsoft. With Sweekriti Satpathy

DevTalk with Kerry W. Lothrop

Play Episode Listen Later Dec 14, 2020 32:35


On episode 52 of DevTalk I speak to Sweeky Satpathy about working on the Mobile Customer Advisory Team at Microsoft. Links: Xamarin Customer Showcase Xamarin Podcast (episodes from the customer series: episodes 78, 80, 82) XamCAT Repo .NET Conf: Developing Performant Apps Best practices Async Await Advanced Async Await Memory Management and Profiling Reach out … Continue reading 52: Working on the Mobile Customer Advisory Team at Microsoft. With Sweekriti Satpathy →

The Zweig Letter
180 - Recruitment and Retention talk during the Pandemic with Zweig Group's Chad Coldiron and John Bray

The Zweig Letter

Play Episode Listen Later Dec 10, 2020 46:18


We recently sat down with Chad Coldiron and John Bray from Zweig Group's Advisory Team to discuss all things related to Recruitment and Retention for Design Firms during the Pandemic. Click Here to Read Transcript and View Show Notes

Otherwise Speaking
A Reflection with Enough For All Fund Advisory Team

Otherwise Speaking

Play Episode Listen Later Oct 17, 2020 35:57


For community details and more info go to digital.redemptionchurch.org  Enough For All Fund enoughforallfund.com Send a message & join the conversation: anchor.fm/otherwisespeaking/message  Subscribe: anchor.fm/otherwisespeaking  Spotify: open.spotify.com/show/1f1Y0YBKmiaUhMjpbwQTVI  RSS: anchor.fm/s/311b2d7c/podcast/rss --- Send in a voice message: https://anchor.fm/otherwisespeaking/message

The Story with Charu
Housing Equity, Environmental Justice and Black Lives Mattering

The Story with Charu

Play Episode Play 40 sec Highlight Listen Later Sep 17, 2020 30:38


In this conversation Charu talks to Willie Jones, a community organizer and ordained minister in the Charlotte area.In September 2014, Willie M. Jones retired from his position as Senior Vice President and Director of The Community Builders, Inc. (TCB) after nearly 29 years with the organization. Mr. Jones was responsible for new project and program development across 16 states and the District of Columbia. He produced several thousand units of affordable urban housing while at TCB valued at approximately $500,000,000.During his tenure at TCB, he led teams in securing and deploying six HOPE VI Grants exceeding $25 million. In 2009, Mr. Jones led the project team in winning a $78 million NSP2 award. This funding supported the development of over 1,500 units of housing. Mr. Jones managed the loan program. In 2012, he led another project team in securing nearly $30 million in funding for a revitalization program in Cincinnati, OH.Mr. Jones has received multiple awards for his work in affordable housing and community economic development, particularly his work against redlining in urban minority neighborhoods. He was one architect behind the creation of the Massachusetts Housing Investment Corporation and served as the first community Co-Chair of the Massachusetts Community and Banking Council. Because of this work, he completed a three-year term on the Consumer Advisory Council of the Federal Reserve Board. In 2015, Mr. Jones was inducted into the Affordable Housing Finance magazine's Hall of Fame for his contributions to the field of affordable housing.Mr. Jones moved to the Charlotte, North Carolina area resigning from the Board of Directors of the Urban Edge Housing Corporation after serving four years. He previously was on the boards of two other CDCs serving the Roxbury and North Dorchester neighborhoods of Boston. He was an officer at the Charles Street African Methodist Episcopal Church, where he served as a Senior Steward, board chair of the Pastoral Residency Program (funded by the Lilly Endowment to help new pastors in transitioning from seminary student to full-time pastor), and the Pastor's Advisory Team that led a Chapter 11 Restructuring.Since retiring, Mr. Jones has focused on strengthening the intersection between the faith community and community economic development. He volunteers as a mentor to recently released African Americans with the Exodus Foundation. He is the Board President of the Zachariah Alexander CDC, an affiliate of St. Paul Baptist Church in Charlotte, NC. He assisted in closing the financing on a 112-unit family and 72-unit elderly affordable housing projects, both in rapidly gentrifying African American neighborhoods. He helped a local Presbyterian church draft an RFP and selecting a development partner to invest $2 million from its capital campaign towards producing affordable housing.Mr. Jones is a 1974 graduate of Brown University with a Bachelor of Arts degree in Sociology concentrating in Urban Planning. Before joining The Community Builders, Inc., he served as an assistant to the Dean at the College of Engineering at Northeastern University. While employed at The Community Builders, he also served on the faculty at Tufts University's Urban and Environmental Policy Program and the MIT Department of Urban Studies and Planning's Professional Development Institute. He was a guest lecturer at graduate urban planning programs nationally, at the Urban Land Institute and Harvard's Kennedy and Divinity Schools. In May 2016, he graduated from Hood Theological Seminary with a Masters in Theological Studies (Magna Cum Laude) concentrating in History and Theology. He is an ordained Minister of the Gospel.Check out Jones' photo @thestorywithcharu on Instagramwww.charukumarhia.com www.charukumarhia.com

Soma Church Indy
Soma Midtown Medical Advisory Team Update, September 17, 2020

Soma Church Indy

Play Episode Listen Later Sep 17, 2020 21:42


Soma Midtown Medical Advisory Team Update, September 17, 2020 by Soma Church

What The Truck?!?
Two storms spell double trouble

What The Truck?!?

Play Episode Listen Later Aug 24, 2020 59:43


On today’s episode, Dooner and The Dude talk about an unprecedented pair of storms that could spell double trouble for freight, Tenstreet’s partnership with Truckers Against Trafficking, a widow of a murdered trucker who is still seeking answers, and the logistics of logistics.They’re joined by special guests Marilyn Surber, Advisory Team, Tenstreet LLC; Joe Lynch, The Logistics of Logistics; Jeremy Thone, Marketing Manager, 3PL Systems; Nick Austin, Director of Weather Analytics/Senior Meteorologist at FreightWaves.And, Emily Szink, with this week’s Big and Little Deals concerning USPS proposed House bill, used truck sales, ransomware attacks, DoorDash adding grocery delivery, and WWE SummerSlam.WatchApple PodcastsSpotifyMore FreightWaves PodcastsVisit our sponsor

FreightCasts
WHAT THE TRUCK?!? EP213 Two storms spell double trouble

FreightCasts

Play Episode Listen Later Aug 24, 2020 59:43


On today’s episode, Dooner and The Dude talk about an unprecedented pair of storms that could spell double trouble for freight, Tenstreet’s partnership with Truckers Against Trafficking, a widow of a murdered trucker who is still seeking answers, and the logistics of logistics.They’re joined by special guests Marilyn Surber, Advisory Team, Tenstreet LLC; Joe Lynch, The Logistics of Logistics; Jeremy Thone, Marketing Manager, 3PL Systems; Nick Austin, Director of Weather Analytics/Senior Meteorologist at FreightWaves.And, Emily Szink, with this week’s Big and Little Deals concerning USPS proposed House bill, used truck sales, ransomware attacks, DoorDash adding grocery delivery, and WWE SummerSlam.WatchApple PodcastsSpotifyMore FreightWaves PodcastsVisit our sponsor

Comunicate with Confidence with Luke Maxwell
130. Mastering NonProfit Success w/ Cynthia Luvlee

Comunicate with Confidence with Luke Maxwell

Play Episode Listen Later Aug 3, 2020 54:28


Now meet Cynthia: Born and raised in San Diego, Cynthia Austin has over twenty years of experience in the non-profit and youth development fields, making it her mission to help create and launch innovative social change organizations in her hometown. After successfully launching over 7 new non-profit organizations and programs in San Diego as a consultant to founding members, Cynthia learned of the harsh realities of human trafficking in San Diego. With a passion for human rights, coupled with her vast experience, she successfully launched Shyne San Diego in June of last year with an Advisory Team including the former CEO of Nestle, Dave Hubinger; Working together, her volunteer-driven agency is on a mission to create economic pathways of success for survivors through entrepreneurship, mentorship, and grassroots leadership. Visit www.shynesd.org --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/lukemaxwell/message Support this podcast: https://anchor.fm/lukemaxwell/support

Beyond the News WFLA Interviews
Tampa Police Chief Brian Dugan - Community Advisory Team

Beyond the News WFLA Interviews

Play Episode Listen Later Jul 15, 2020 7:10


Gordon Byrd speaks with Tampa Police Chief Brian Dugan, who's recruiting people for a 10-member Community Advisory Team to share their opinions and information about policing issues one-on-one with the chief.

Generation Digital Workforce
34. Introducing Industrial Revolution 5.0

Generation Digital Workforce

Play Episode Listen Later Jul 8, 2020 20:53 Transcription Available


We are currently living in the era of Industrial Revolution 4.0 - the Age of Intelligence. However, all signs point to the fact that we’ve reached the precipice of Industrial Revolution 5.0 - Autonomous Automation.   On this episode, two members of Blue Prism’s Advisory Team, Brad Hairston and Eric Maloney, discuss the onset of Autonomous Automation and its implications for enterprise organizations and society at large.   Here’s what Brad discussed with Eric: * Why it's important to bring forward a point of view on Industrial Revolution 5.0 at this time * Do we call it “Industrial” or “Technological” revolution? * A refresher on the four major industrial revolutions that have occurred to date * Some commonalities across the industrial revolutions * The overarching goal of all industrial revolutions * An overview of Industrial Revolution 5.0 – the era of Autonomous Automation * The current and future drivers for Autonomous Automation * Where we go from here   To ensure that you never miss an episode of Generation Digital Workforce, be sure to subscribe! 

Across Her Table Podcast
Ep#11: Habon Ali - A youth icon talks about being on PM Justin Trudeau's advisory team

Across Her Table Podcast

Play Episode Listen Later Jun 21, 2020 32:23


Habon Ali has accomplished much at her young age. This child of Somali refugees recently graduated from the University of Toronto and was the valedictorian for the class of 2020. But that's not where her major breakthrough lies. She was selected to be on Prime Minister Justin Trudeau's first-ever youth council to advise him and his government on issues that matter to the youth.  She has for long been a very vocal advocate for racial and economic equity in society. She recently earned an internship at the prestigious MARS innovation hub. Her goal? To use her skills to reduce barriers for youth and vulnerable communities across Canada.  Tune in to listen to her experiences with racism, being one of 7 siblings, and whether it is possible to EVER get comfortable talking to the Prime Minister! You can follow her on @habondali on Twitter. MARSDD - https://www.marsdd.com Do send in your comments or feedback about this episode by tweeting them to @acrosshertable or e-mailing them at feedback@acrosshertable.com  or send us a voice message at http://www.anchor.fm/acrosshertable/message Don't forget to follow Across Her Table on Instagram @acrosshertable (https://www.instagram.com/acrosshertable) Music credit:  'Storybook' by Scott Holmes & 'Once Upon a Time" by Audiobinger

Motor Trade Radio
Motor Trade Radio COVID-19 Special Podcast interview #12 with Owen Edwards from the Grant Thornton automotive advisory team

Motor Trade Radio

Play Episode Listen Later Jun 4, 2020 24:15


Our special guest today on @motortraderadio is Owen Edwards from @GrantThorntonUK's Automotive Advisory Team talking about his Three Actions to Improve Business Viability for dealers and sharing his views on consolidation

FreightCasts
Raises, losses, and recruitment - Freight Market Update 05.21.20

FreightCasts

Play Episode Listen Later May 21, 2020 59:24


On today's Coronavirus Freight Market Update, Michael Vincent and Kevin Hill are talking about the economic impact that COVID-19 is having on freight and the transportation industry. They cover the latest news and freight flows backed by data driven insights powered by SONAR.On this episode they’re joined by Marilyn Surber, Advisory Team at Tenstreet LLC; Alan Adler, reporter at FreightWaves; and Market Experts Andrew Cox, Anthony Smith, and Zach Strickland.This is a live interactive event, viewers are encouraged to comment during broadcasts Tuesdays and Thursdays at 12PM ET on FreightWaves Linkedin, and Facebook channels.WatchApple PodcastSpotifyMore FreightWaves Podcasts

CornTalk Podcast
Asia Advisory Team: John Greer

CornTalk Podcast

Play Episode Listen Later May 6, 2020 3:09


Nebraska Corn Board member, John Greer from Edgar, Nebraska talks about his work on the U.S. Grains Council Asia Advisory Team.

The Hive Podcast
35. Absence, Presence & How Screen Time Is Shaping Our Relational Lives / Dr Gillian Isaacs Russell

The Hive Podcast

Play Episode Listen Later Apr 18, 2020 50:06


In today's conversation, I had the pleasure of speaking with Dr Gillian Isaacs Russell - an author, Psychoanalyst, Psychotherapist, and a member of the British Psychoanalytic Council, the American Psychoanalytic Association and the International Psychoanalytical Association. Having served on the Editorial Board as Book Reviews Editor, Gillian is currently on the Reviewing Panel for the British Journal for Psychotherapy, and was recently co-opted to the Covid-19 Advisory Team for the American Psychoanalytic Association. With each of us living different experiences of what it means to be under lockdown during a pandemic, we explore how denial, grief, loss and fear can show up, what personal adaptation and transition might look like, and how we might begin to give ourselves permission to experience and integrate what we're living through, however that may be. We also discuss the role of eye gaze and embodied presence, how increased screen time may bring both losses and gains, and what we may come to value as we move through this time together. Gillian also mentions several fascinating studies which I'll link to in the show notes page if you fancy diving in deeper. Join in the conversation #hivepodcast, and find out more at www.nathalienahai.com/the-hive-podcast/

WoodSolutions Timber Talks
New Approaches to Project Delivery

WoodSolutions Timber Talks

Play Episode Listen Later Dec 18, 2019 18:02


Technology is rapidly changing the way we design, manufacture and install our buildings. Eric Karsh is the founding partner of Equilibrium, a Katerra company, who are looking to make major changes the way we build. In this episode we have a forward thinking conversation about costing and designing projects with parametric modelling, optimisation for prefabrication and installation, and utilisation of BIM to improve the design to construction process.   Check out the WoodSolutions website, the world's biggest website on wood: www.woodsolutions.com.au   The WS Technical Design Guide can be found here: https://www.woodsolutions.com.au/articles/mid-rise-timber-buildings-design-guides   Got a Mid-rise project? The Mid-rise Advisory Team will be able to help. Get in touch with me at: jones@woodsolutions.com.au

WoodSolutions Timber Talks
Arbora - the Largest Massive Timber Complex in the World

WoodSolutions Timber Talks

Play Episode Listen Later Dec 4, 2019 26:51


Arbora is the largest complex in the world, at the time of recording that is built from massive timber. The three 8 storey buildings is notable not just for its size, but its ability to be cost competitive and environmentally friendly. Today we're speaking to the Project Manager, Keven Durand from Nordic Structures in Canada about the importance for simple design, managing moisture in construction and collaborating with fire authorities for successful certification.  Check out the WoodSolutions website, the world's biggest website on wood: www.woodsolutions.com.au   The WS Technical Design Guide can be found here: https://www.woodsolutions.com.au/articles/mid-rise-timber-buildings-design-guides   Got a Mid-rise project? The Mid-rise Advisory Team will be able to help. Get in touch with me at: jones@woodsolutions.com.au

WoodSolutions Timber Talks
HoHo Vienna - Tallest Timber Building in the World

WoodSolutions Timber Talks

Play Episode Listen Later Nov 5, 2019 22:36


HoHo Vienna is the world's tallest wooden tower, standing at 24 floors and 84m in height and is a great example of how we can combine concrete and timber to achieve the best solution for mid to high-rise buildings. Richard Woschitz, of the Woschitz Group is the structural engineer for the project. Today we speak to him about the structural system and the feasibility for high-rise timber buildings, importance of including fire authorities for innovative projects and managing moisture during the construction process.   Check out the WoodSolutions website, the world's biggest website on wood: www.woodsolutions.com.au   The WS Technical Design Guide can be found here: https://www.woodsolutions.com.au/articles/mid-rise-timber-buildings-design-guides   Got a Mid-rise project? The Mid-rise Advisory Team will be able to help. Get in touch with me at: jones@woodsolutions.com.au

WoodSolutions Timber Talks
The Future of Mid-rise TImber Buildings

WoodSolutions Timber Talks

Play Episode Listen Later Oct 22, 2019 21:13


The market for mid-rise timber buildings is growing at a rapid pace all around the world. Jennifer Cover is the President and CEO of WoodWorks in the USA, an organisation very similar to that of WoodSolutions here in Australia. Jennifer is involved with a large range of projects across the USA with a lot of learnings for us building professionals here in Australia. I was lucky to sit down with her to discus innovative project delivery models, when to engage with suppliers and the cost differences for timber buildings compared to traditional construction.   Check out the WoodSolutions website, the world's biggest website on wood: www.woodsolutions.com.au   The WS Technical Design Guide can be found here: https://www.woodsolutions.com.au/articles/mid-rise-timber-buildings-design-guides   Got a Mid-rise project? The Mid-rise Advisory Team will be able to help. Get in touch with me at: jones@woodsolutions.com.au   Listening from the US? You can find support for your project from Jennifer and her team at: woodworks.org  

End Abortion Podcast
Fr. Frank Pavone Speaks with Tana Goertz, National Advisory Team Trump 2020 & Women for Trump

End Abortion Podcast

Play Episode Listen Later Sep 20, 2019 22:02


Fr. Frank Pavone, National Director, Priests for Life speaks with Tana Goertz of the National Advisory Team for Trump 2020 and Women for Trump.

Primal Blueprint Podcast
Luis Villasenor & Tyler Cartwright

Primal Blueprint Podcast

Play Episode Listen Later Aug 5, 2019 71:29


Elle Russ chats with KETOGAINS co-founders Luis Villesenor and Tyler Cartwright.   Luis has always been passionate about fitness due to a personal interest in improving his own physique. Always curious in learning the “whys and how’s” of how it all works, he has been studying and researching nutrition and strength training since he was 17.Upon discovering ketogenic diets in 2001, Luis has been on a low carb regime ever since, which he has used to favorably recomposition his body and improve his health.   Luis decided to develop KETOGAINS to share his experiences and knowledge and help people attain their health and fitness goals. Luis is regarded as one of the most experienced and knowledgeable persons on Low-Carb / Ketogenic dieting, and is the “go to guy” when applying a Low-Carb diet for Bodybuilding and Strength Training by well-known and respected insiders, leaders, influencers of the low carb/paleo and general fitness community. Tyler Cartwright has a fascination with learning, reading, and self-improvement. A decade ago, with his weight at a hulking 505 lbs, his doctor told him, "All-in-all you're as healthy as a horse, but you're also as big as one.  I'm not going to test your blood for what I know we will find, because I think you can fix this with diet and exercise."  After pressing the issue, he tested his blood at a private lab and found his HbA1c to be over 13 (Type 2 Diabetes).  Upon hearing that, he embarked on a journey to leverage that knowledge along with some passing experience and knowledge of a ketogenic diet to improve what was sure to be a food-shortened life.  Along the way, in addition to resolving Type 2 diabetes, he shed 295 lbs without the aid of surgery or medication.  His wife has lost over 125 lbs.    Ketogains can assist you with your fitness and health goals through the knowledge, experience, and passion of their multidisciplinary team of professionals with varied and complimentary experiences, qualifications, and skills that have helped define and refine their protocols: Nutritionists, Fitness Trainers, Health Coaches, MDs, Dentists, Plastic Surgeons and Scientists and Researchers are part of our Coaching and Advisory Team.   SELECTED LINKS Ketogains.com 

Farm4Profit Podcast
Forming Your Advisory Team

Farm4Profit Podcast

Play Episode Listen Later Jul 29, 2019 27:52


How to form your advisory team. What’s working for Ag – listener or farmer feedback o Farm4profitllc@gmail.com o @Farm4Profitllc on Twitter  Taking prevent plant with Brian Sampson Forming an Advisory Team You don’t have to face crucial decisions alone. You can get a team of experts to help you with yourfarming decisions. Where do you start? Is an advisory team right for your farm? Could it become a board of directors? Which farms or operations are a fit for an advisory team?  Many of farms are set up perfectly for an advisory team.  The one who aren't are the farmers who go at it only being their way.  For the rest of you it is a fit! How do I form an advisory team?  You start by listing out the people you think would be a good fit for your advisory team.  They maybe people you already call for advice, or they could be people you've wanted to ask before and haven't.  Then, ask them!  This is the key part, the asking.  What we have learned is when you ask, more often than not, the team member feels honored to join.  This results in more attentive listening and invested advice. Who should be on my advisory team?  This will depend on your farming operation.  We suggest starting with agronomists, accountants, bankers, financial advisors, commodities broker, retired farmer, peer farmer, lawyer, land lord, veterinarian and so on.  Each team will be different based on the needs of your farming operation.  Also, think about reaching out to someone outside of the AG industry.  As farms continue to get more complex with various entities and structures including a CEO or CFO from a corporate setting could provide unique insight. How often should we meet?  This will depend on your farming operation again!  Some of the operations we talked to reach out to specific team members with questions throughout the year and host a full team meeting in the Winter.  Depending how complex your farm business is and how formal of a role you want your advisory team to play this may be different.  We have learned of a farming operation who has their advisory team functioning as a board of directors with voting rights, they meet monthly. Do I compensate my advisory team?  The decision to pay your board or team will be your choice.  You will retain team members longer when purchasing their services or compensating for their time.  However, you can also get quality advice from the right personalities for free too!  Summarize o Start by doing self-reflection on your ability to accept criticism. Flight school pilots are separated from good and great by those who can accept criticism the best and own their faults. They are all trained the same but the best are humble. You need to ask the people to be a part of your team, otherwise they may not even have a clue. Think about your weaknesses or areas of challenge and recruit members to fill those gaps. Each farm will be different so figure out what fits best into your schedule for meeting and which way you plan to compensate your team members.  Glen Newcomer (twitter) learned about creating a when I die folder from his advisory team.  Challenge o If you have people you call now for advice, take the next steps to make sure they are considered your advisory team. Then make it a point to have regular and focused conversations about improving your farm. If you already have an advisory team together we challenge you to think outside of the box for an additional team member (CFO, CEO, HR, etc…)  Conference Update o Farm4Profit Farm Business Award – Nomination details to be on the website, awarded to the farm/farmer most running their operation like a business.  Submit questions and topic suggestions o Farm4profitllc@gmail.com o @Farm4Profitllc on Twitter  Remember if you aren’t farming for profit, you won’t be farming for long.

Business Connections Live - The UK's Leading Online Business TV Channel

Brexit And The Brexit Advisory Team Brexit And The Brexit Advisory Team On this edition of Business Connections Live Steve Hyland talks to Gordon Colquhoun who co-founded the Brexit Advisory Team with Thomas Lane in 2016.   Gordon’s business expertise is in Research & Intelligence and is responsible for the Brexit Intelligence Monitor which supports the team through analysis and insights into the Brexit process. The Brexit Advisory Team (BrexitAT) was founded in 2016 to help support businesses through the Brexit process by providing a broad scope of expertise to address the challenges Brexit brings across business functions.  By establishing a strong legal and regulatory platform through relationships with international law firms and academia, the Brexit Advisory Team aims to provide the necessary expertise to help support the client successfully navigate through the Brexit process. On this edition of Business Connections Live, Gordon explains The challenges Brexit represents to businesses Creating and implementing a successful Brexit strategy Using external expertise to support your Brexit strategy Learn the business fundamentals on how your business can achieve: Become more informed of the challenges both macro and micro presented by Brexit An example of what is involved in creating and implementing a successful Brexit strategy Gain knowledge of how external expertise can independently clarify, enhance and support your own Brexit strategy For more great information visit our Guests website or follow them on Social Media.Website: https://www.brexitat.com/   Twitter: https://twitter.com/GordonColquhoun   LinkedIn: https://www.linkedin.com/company/brexit-advisory-team/

Financially Simple - Business Startup, Growth, & Sale
Your Business' Advisory Team - Your "Dream Team"

Financially Simple - Business Startup, Growth, & Sale

Play Episode Listen Later Apr 16, 2018 24:16


Having the right advisory team in place can make the difference between your business winning gold or getting the wooden spoon. Justin goes over the different players you'll need on your business team, as well as their roles in making your business a success. Don't forget to subscribe, and let us know how we are doing by leaving a review. Thanks for listening! ARTICLE TRANSCRIPT:  BLOG: 6 Must-Have Advisory Team Members for a Startup   TIME INDEX: 00:30 - Build Your Dream Team 02:48 - Everyone Needs a Team to Support Them 04:31 - Who Needs to Be on Your Team? 04:37 - The CFP 08:39 - The CPA 14:40 - The Attorney 18:22 - The Insurance Agent 20:11 - The Banker/Lender 20:44 - The Business Coach 21:56 - Summary   USEFUL LINKS: Financially Simple Website Why You Should Have a Financial Advisor Who is a Fiduciary _______ BIO: Justin A. Goodbread, CFP®, CEPA, CVGA, is a nationally recognized financial planner, business educator, wealth manager, author, speaker, and entrepreneur. He has 20+ years of experience teaching small business owners how to start, buy, grow, and sell businesses. He is a multi-year recipient of the Investopedia Top 100 Advisor and 2018 Exit Planning Institute's Exit Planner Leader of the Year.DISCLOSURES:This podcast is distributed for informational purposes only. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone, and should not be considered a solicitation to engage in any particular investment or planning strategy. Listeners should conduct their own review and exercise judgment or consult with their own professional financial advisor to see how the information contained in this podcast may apply to their own individual circumstances. All investing involves the risk of loss, including the possible loss of principal. Past performance does not guarantee future results and nothing in this podcast should be construed as a guarantee of any specific outcome or profit. All market indices discussed are unmanaged, do not incur management fees, costs and expenses, and cannot be invested into directly. Investment advisory services offered by WealthSource Partners, LLC. Neither WealthSource Partners, LLC nor its representatives provide legal or accounting advice. The content of this podcast represents the views and opinions of Justin Goodbread and/or the podcast's guests and do not necessarily represent the views and/or opinions of WealthSource Partners, LLC. Statements made in this podcast are subject to change without notice. Neither WealthSource Partners, LLC nor its representatives, the podcast's hosts, or its guests have an obligation to provide revised statements in the event of changed circumstances. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes the use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.   Advisors who wished to be ranked in Investopedia's Top 100 Financial Advisors list either self-submitted answers to questions compiled by Investopedia or were nominated by peers.  Rankings were determined based on the number of followers and engagement on social media, primary contribution to professional industry websites, and their focus on financial literacy.  Neither performance nor client experience, however, were considered.  No compensation was paid by WealthSource Partners, LLC or Justin Goodbread to secure placement on Investopedia's Top 100 Financial Advisors List.   The Exit Planning Institute's Leader of the Year is awarded to a nominee who is a CEPA credential holder who has made a significant impact or contribution to the exit planning profession or overall community through innovation and influence and is viewed by the Exit Planning Institute as a thought leader, risk-taker and specialist while showing characteristics of collaboration.   This podcast might recommend products or services that offer Financially Simple compensation when you use them. This compensation is used to help offset the cost of creating the content. We will, however, never suggest products/services solely for the compensation we receive.

Classroom 2.0 LIVE - Video
9th Anniversary Celebration and Open Mic

Classroom 2.0 LIVE - Video

Play Episode Listen Later Jan 13, 2018 71:20


Classroom 2.0 LIVE webinar "9th Anniversary Celebration and Open Mic Show" to celebrate and recognize all of our special guest presenters, co-hosts, Advisory Team members and participants during our 2017 webinars. Happy New Year! We are energized and excited to return after our winter break with our Annual Anniversary Celebration. In this first webinar of the New Year we will be celebrating our 9th Anniversary on Classroom 2.0 LIVE as well as holding an Open Mic show on a topic all of us will surely have something we can share! "Back to the Future Classroom 2.0 Style" Which tools were you using in 2009 when Classroom 2.0 LIVE first began? What has changed? How do we do these things today? What is obsolete, what’s on the horizon? Share tools, apps, stories, examples, questions. We chose this topic because we felt it was broad enough to include everyone! Join us, take the mic and share your memories, tools, apps, stories, examples, questions and advice. Paula Naugle will facilitate the conversation and we hope you'll come prepared to share with your headset/earbuds on to take the mic and add to the conversation. We'll have an awesome Livebinder prepared with resources and will look forward to adding your resources to the Livebinder. We are looking forward to celebrating our Anniversary and to taking a few minutes at the beginning of the show to recognize our amazing 2017 special guest presenters, participants and Advisory Team members with a quick trip down memory lane with a few special memories! We also have some exciting raffle prizes to share with participants throughout the show. Come and join the celebration! We would especially love to have any of our 2017 special guest presenters join us to take the mic during the show to share your latest updates!

Fresh Dialogues
BBC Dialogues: Should Elon Musk Stay on Trump Advisory Team?

Fresh Dialogues

Play Episode Listen Later Feb 17, 2017


By Alison van Diggelen, host of Fresh Dialogues Since Tesla CEO Elon Musk joined the Trump business advisory team in December he’s been under intense pressure to step down. That pressure intensified this month after Donald Trump signed an executive order banning immigrants from seven countries with Muslim majorities. On February 2nd, Musk’s colleague, Uber CEO Travis Kalanick pulled out […]

Classroom 2.0 LIVE - Video
8th Anniversary Celebration and Open Mic: Back to the Future Classroom 2.0 Style

Classroom 2.0 LIVE - Video

Play Episode Listen Later Jan 7, 2017 78:48


Classroom 2.0 LIVE webinar, 8th Anniversary Celebration and Open Mic: "Back to the Future Classroom 2.0 Style" with Paula Naugle, Facilitator, January 7, 2017. Happy New Year! We are energized and excited to return after our winter break with our Annual Anniversary Celebration. In this first webinar of the New Year we will be celebrating our 8th Anniversary on Classroom 2.0 LIVE as well as holding an Open Mic show on a topic all of us will surely have something we can share! "Back to the Future Classroom 2.0 Style" Which tools were you using in 2009 when Classroom 2.0 LIVE first began? What has changed? How do we do these things today? What is obsolete, what’s on the horizon? Share tools, apps, stories, examples, questions. We chose this topic because we felt it was broad enough to include everyone! Join us, take the mic and share your memories, tools, apps, stories, examples, questions and advice. Paula Naugle will facilitate the conversation and we hope you'll come prepared to share with your headset/earbuds on to take the mic and add to the conversation. We'll have an awesome Livebinder prepared with resources and will look forward to adding your resources to the Livebinder. We are looking forward to celebrating our Anniversary and to taking a few minutes at the beginning of the show to recognize our amazing 2016 special guest presenters, participants and Advisory Team members with a quick trip down memory lane with a few special memories all the way back to 2009! We also have some exciting raffle prizes to share with participants throughout the show. Come and join the celebration! Symbaloo Mix: Classroom 2.0 LIVE 2016 webinar archives http://www.symbaloo.com/mix/2016classroom20live 2016 8th Anniversary Celebration video: https://youtu.be/NlLmAI89kbE

Classroom 2.0 LIVE - Audio
7th Anniversary Celebration and Open Mic PD

Classroom 2.0 LIVE - Audio

Play Episode Listen Later Jan 9, 2016 64:42


Classroom 2.0 LIVE webinar, 7th Anniversary Celebration for 2015 and Open Mic session on professional development facilitated by Paula Naugle. Jan. 9, 2016. Happy New Year! We are energized and excited to return after our winter break with our annual Anniversary Celebration. In our first webinar of the New Year we will be celebrating our 7th Anniversary on Classroom 2.0 LIVE as well as holding an Open Mic show on a topic all of us feel passionate about—professional development! We chose this topic because we felt it was broad enough to include everyone whether you participate in PD either f2f or virtually or offer PD opportunities. (conferences-f2f & virtual, EdCamps, webinars, videos/blog posts, etc.) Join us, take the mic and share your PD experiences, resources and advice about what works... what doesn't... what are some options, etc. Come with your ideas, resources, and questions. Paula Naugle will facilitate the conversation and we hope you'll come prepared to share something with your headset/earbuds on to take the mic and add to the conversation. We'll have an awesome Livebinder prepared with professional development resources and will look forward to adding your resources to the Livebinder. We are looking forward to celebrating our Anniversary and to taking a few minutes at the beginning of the show to recognize our amazing 2015 special guest presenters, participants and Advisory Team members with a quick trip down memory lane with a few special memories all the way back to 2009! We are especially excited that Steve Hargadon, our founder and mentor, will be joining us to participate in the conversation!

Classroom 2.0 LIVE - Video
7th Anniversary Celebration and Open Mic PD

Classroom 2.0 LIVE - Video

Play Episode Listen Later Jan 9, 2016 64:39


Classroom 2.0 LIVE webinar, 7th Anniversary Celebration for 2015 and Open Mic session on professional development facilitated by Paula Naugle. Jan. 9, 2016. Happy New Year! We are energized and excited to return after our winter break with our annual Anniversary Celebration. In our first webinar of the New Year we will be celebrating our 7th Anniversary on Classroom 2.0 LIVE as well as holding an Open Mic show on a topic all of us feel passionate about—professional development! We chose this topic because we felt it was broad enough to include everyone whether you participate in PD either f2f or virtually or offer PD opportunities. (conferences-f2f & virtual, EdCamps, webinars, videos/blog posts, etc.) Join us, take the mic and share your PD experiences, resources and advice about what works... what doesn't... what are some options, etc. Come with your ideas, resources, and questions. Paula Naugle will facilitate the conversation and we hope you'll come prepared to share something with your headset/earbuds on to take the mic and add to the conversation. We'll have an awesome Livebinder prepared with professional development resources and will look forward to adding your resources to the Livebinder. We are looking forward to celebrating our Anniversary and to taking a few minutes at the beginning of the show to recognize our amazing 2015 special guest presenters, participants and Advisory Team members with a quick trip down memory lane with a few special memories all the way back to 2009! We are especially excited that Steve Hargadon, our founder and mentor, will be joining us to participate in the conversation!

Classroom 2.0 LIVE - Audio
Open Mic: Productivity Tools for Teachers

Classroom 2.0 LIVE - Audio

Play Episode Listen Later Nov 14, 2015 53:38


Classroom 2.0 LIVE webinar, "Open Mic" show on the topic of “Productivity Tools for Teachers", November 14, 2015. We are using an "Open Mic" format for this show and hope you will be as excited about it as we are. Our Classroom 2.0 Advisory Team member extraordinaire, Paula Naugle, suggested this concept as a way to provide even more interaction and participation in the live show. For this show only there will not be a guest presenter, but we are inviting all of you to join us and take the mic to engage in a conversation or share in the chat about your favorite productivity tools as a teacher. This will be similar to an EdCamp format where everyone comes together to explore and discuss a topic but it is being done virtually rather than face-to-face. If you’re not sure what might be considered a productivity tool, the possibilities are endless! Take a look at this amazing list of possibilities and come and share how you’re using one or several of them. https://globaldigitalcitizen.org/321-free-tools-for-teachers-free-educational-technology Come with your ideas, resources, and questions and together we will learn about why productivity tools are helpful both in the classroom and for teacher planning and lesson preparation, what it might look like in classrooms for students of all ages (K-12 to Adult), how these tools are being used to help teachers organize and use their teaching tools to provide authentic, engaging learning experiences. Paula will facilitate the conversation and we hope you'll come prepared to share something with your headset/earbuds on to take the mic and add to the conversation. We'll have an awesome Livebinder prepared with teacher productivity resources and will look forward to adding your resources to the Livebinder. Invite your colleagues to join us in the conversation and we'll all learn together.

Classroom 2.0 LIVE - Video
Open Mic: Productivity Tools for Teachers

Classroom 2.0 LIVE - Video

Play Episode Listen Later Nov 14, 2015 55:58


Classroom 2.0 LIVE webinar, "Open Mic" show on the topic of “Productivity Tools for Teachers", November 14, 2015. We are using an "Open Mic" format for this show and hope you will be as excited about it as we are. Our Classroom 2.0 Advisory Team member extraordinaire, Paula Naugle, suggested this concept as a way to provide even more interaction and participation in the live show. For this show only there will not be a guest presenter, but we are inviting all of you to join us and take the mic to engage in a conversation or share in the chat about your favorite productivity tools as a teacher. This will be similar to an EdCamp format where everyone comes together to explore and discuss a topic but it is being done virtually rather than face-to-face. If you’re not sure what might be considered a productivity tool, the possibilities are endless! Take a look at this amazing list of possibilities and come and share how you’re using one or several of them. https://globaldigitalcitizen.org/321-free-tools-for-teachers-free-educational-technology Come with your ideas, resources, and questions and together we will learn about why productivity tools are helpful both in the classroom and for teacher planning and lesson preparation, what it might look like in classrooms for students of all ages (K-12 to Adult), how these tools are being used to help teachers organize and use their teaching tools to provide authentic, engaging learning experiences. Paula will facilitate the conversation and we hope you'll come prepared to share something with your headset/earbuds on to take the mic and add to the conversation. We'll have an awesome Livebinder prepared with teacher productivity resources and will look forward to adding your resources to the Livebinder. Invite your colleagues to join us in the conversation and we'll all learn together.

Classroom 2.0 LIVE - Video
SymbalooEDU and 6th Anniversary Celebration

Classroom 2.0 LIVE - Video

Play Episode Listen Later Jan 17, 2015 70:13


Classroom 2.0 LIVE webinar, January 17, 2015. We were excited to have Thomas Hauser, Marketing and Operations Director on the Symbaloo Team as our special guest today. Thomas shared the latest updates and features with Symbaloo EDU (by popular demand from our participants who wanted to learn more about Symbaloo after the amazing presentations given earlier by Pam Cranford). We also spent a few minutes at the beginning of the show to celebrate our Classroom 2.0 LIVE 6th Anniversary and our amazing special guest presenters, participants and Advisory Team members with a quick trip down memory lane for 2014.

Classroom 2.0 LIVE - Audio
SymbalooEDU and 6th Anniversary Celebration

Classroom 2.0 LIVE - Audio

Play Episode Listen Later Jan 17, 2015 69:55


Classroom 2.0 LIVE webinar, January 17, 2015. We were excited to have Thomas Hauser, Marketing and Operations Director on the Symbaloo Team as our special guest today. Thomas shared the latest updates and features with Symbaloo EDU (by popular demand from our participants who wanted to learn more about Symbaloo after the amazing presentations given earlier by Pam Cranford). We also spent a few minutes at the beginning of the show to celebrate our Classroom 2.0 LIVE 6th Anniversary and our amazing special guest presenters, participants and Advisory Team members with a quick trip down memory lane for 2014.

Gardening with the RHS
Episode 43: Container-growing for winter interest and crops for the kitchen table

Gardening with the RHS

Play Episode Listen Later Oct 30, 2014 30:35


We’re at RHS Garden Wisley with the Advisory Team who are on hand to answer your seasonal gardening queries including: • How to grow a wildflower meadow from seed • How to ‘puppy-proof’ your garden • What type of slug pellets to choose Garden Manager, Matthew Pottage talks us through the jobs his team is doing right now, including lawn maintenance and planting bulbs. We also hear inspiration from expert growers on ideas for growing fruit and vegetables in containers. Plus, we have the latest news on forthcoming events across the four RHS Gardens.

The Acquia Podcast
101: This is SUPPORTA! Meet the Acquia Client Advisory Team

The Acquia Podcast

Play Episode Listen Later Oct 3, 2013 13:03


Inside Acquia, the Client Advisory Team is something special. These are the people who are on the front lines of helping others succeed with Drupal 24 hours a day. They go way out of their way for anyone who needs help and for other members of the team. In July, I spoke with five Acquia Client Advisors about their work and their team. Read the full post at the Acquia Developer Center: https://dev.acquia.com/podcast/101-supporta-meet-acquia-client-advisory-team

Gardening with the RHS
Episode 8: Summer at Wisley, caring for fruit and veg and the RHS Advisory Team

Gardening with the RHS

Play Episode Listen Later Jun 13, 2013 24:27


Our Wisley Gardeners give expert tips on growing corguettes, ensuring the best crop from apple trees and caring for houseplants, plus Garden Manager Matthew Pottage selects his summer highlights at RHS Garden Wisley. Also the RHS Advisory Team answer your gardening questions on: - Controlling bindweed - Growing sweet peas - Potatoes in bags

Gardening with the RHS
Episode 4: Spring tasks, Grow Your Own and the RHS Advisory Team.

Gardening with the RHS

Play Episode Listen Later Apr 4, 2013 26:31


Plantsman and author Matthew Biggs gives expert tips on Growing Your Own fruit and vegetables including favourite varieties and foolproof techniques for achieving a great first crop. We'll also be hearing how you and your family can get involved in National Gardening Week, and the RHS Advisory Team answer your gardening questions at the recent RHS Great London Plant Fair in Westminster.

The ConTechCrew
Unmasking the Hidden Productivity Killer in Construction | Bob Salaj, Director of Customer Advisory Team at Quickbase

The ConTechCrew

Play Episode Listen Later Jan 1, 1970 71:48


EPISODE 414: With today's information right at our fingertips, a huge portion of the construction industry is still heavily reliant on siloed data. Could this be the hidden productivity killer costing the industry millions of dollars?In this week's episode, my co-host Nathan Wood and I sit down with Bob Salaj,  Director of Customer Advisory Team at Quickbase, to explore the intersection of Lean principles and digital transformation in construction.With his extensive experience across various industries, Bob shares his journey and how he discovered the power of low-code/no-code software solutions.We talk about the importance of democratizing data and standardizing processes to reduce inefficiencies and improve decision-making in the industry.Curious to know more?Tune in now and learn how construction companies can leverage Lean techniques and digital tools to improve productivity and efficiency.Let's jump right in!Key Takeaways: Introduction (00:00)Meet Bob Salaj (01:59)Challenges coming to construction from manufacturing (04:17)Importance of standardization in construction (06:13)Democratizing data and improving accessibility (11:03)Poka-yoke and Gemba walk explained (12:40)Identifying inefficiencies through Gemba walks (17:50)The “gray work” concept in construction (21:16)Impact of digital workflows on productivity (30:38)Construction technology news of the week (47:25)Additional Resources:Listen to the show at: https://thecontechcrew.com Follow us on Twitter: https://twitter.com/thecontechcrew — Follow Bob Salaj on LinkedIn: https://www.linkedin.com/in/robert-salaj-4585a79b/The Gray Work Index: https://www.quickbase.com/blog/gray-work-index-2024Check out Quickbase for more information: https://www.quickbase.com/— See this week's news articles!