Podcasts about advisory team

"Keep calm and stay invested”, they say. That’s easier said than done. In fact, long-term investing is suddenly under fire because of the uncertainty surrounding markets these days. So should we cut and run or stay the course? Howe Lim speaks to the experts to find out. Synopsis: Every Monday, The Business Times breaks down useful financial tips. Highlights: 01:04 The viability of long-term investing 04:15 Misconceptions of long-term investing 08:16 What to invest in the long term 11:57 Should we rethink time horizon or rebalance? --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Yee Shen Hao, financial services manager, Phillip Securities; and Tan Chin Yu, lead of Advisory Team, Providend Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe Spotify: bt.sg/oeGN YouTube Music: bt.sg/mhyt Website: bt.sg/moneyhacks Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Correspondents: bt.sg/btcobt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

"Keep calm and stay invested”, they say. That’s easier said than done. In fact, long-term investing is suddenly under fire because of the uncertainty surrounding markets these days. So should we cut and run or stay the course? Howe Lim speaks to the experts to find out. Synopsis: Every Monday, The Business Times breaks down useful financial tips. Highlights: 01:04 The viability of long-term investing 04:15 Misconceptions of long-term investing 08:16 What to invest in the long term 11:57 Should we rethink time horizon or rebalance? --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With Yee Shen Hao, financial services manager, Phillip Securities; and Tan Chin Yu, lead of Advisory Team, Providend Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow BT Money Hacks podcasts every Monday: Channel: bt.sg/btmoneyhacks Amazon: bt.sg/mham Apple Podcasts: bt.sg/oeXe Spotify: bt.sg/oeGN YouTube Music: bt.sg/mhyt Website: bt.sg/moneyhacks Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Correspondents: bt.sg/btcobt BT Market Focus at: bt.sg/btmktfocus BT Podcasts at: bt.sg/pcOM BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

First-time homebuyers in Nassau County often face delays in mortgage pre-approval due to common mistakes. Avoiding these errors can lead to faster approval, stronger offers, and a smoother homebuying experience. home loan advisor pro City: Bethpage Address: P.O. BOX 1192 Website: https://homeloanadvisorpro.com/

What actually happens when you work with a financial advisor? At Root Financial, we've built a carefully structured team model to ensure every client gets consistent, exceptional service regardless of which advisor they're paired with.Unlike products (think identical Honda Civics or iPhones at any retailer), financial advice is inherently personal and can vary dramatically between advisors. We've solved this challenge by creating a four-person service team for every client: a Client Service Associate handling operations, an Associate Financial Advisor supporting and learning, a Lead Financial Advisor delivering personalized recommendations, and a Senior Financial Advisor providing advanced expertise while coaching the team.This structure isn't just organizational—it's the foundation of our entire client experience. When Associate Advisors take detailed notes, for example, it allows Lead Advisors to be fully present in conversations rather than documenting. As one team member put it: "Taking notes allows me to be fully present in that conversation."Rather than simply hiring "free agent" advisors with varying approaches, we've developed our own farm system. We carefully select talented professionals with the right character and potential, then develop them through our comprehensive training programs. Each advisor progresses through clearly defined levels with specific requirements—time in role, licensing, CFP designation, and successful completion of Root's investment and planning curricula.The goal? Creating advisors who've "learned the rules like a pro so they can break them like an artist." This Picasso-inspired philosophy means our team masters the fundamentals, then adapts them creatively to help clients optimize not just for wealth, but for a life well-lived.This behind-the-scenes structure might seem technical, but it's precisely what allows us to deliver consistent excellence. When you work with Root, you're not just getting one advisor—you're getting an entire team crafted to ensure your experience reflects our core belief: money should be a tool for getting the most out of life.Want to discover if our approach aligns with your needs? Visit rootfinancial.com and click "see if we're a fit" to start the conversation.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence. “Early Retirement – Financial Freedom” is a podcast produced by Root Financial Partners, an SEC-registered investment adviser. The content provided is for informational and educational purposes only. It should not be interpreted as investment, legal, or tax advice. I may reference planning situations based on real client experiences, but they've been simplified for clarity. Always consult your own financial advisor before making decisions. Listening to this podcast does not create or imply an advisory relationship with Root Financial. Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Testimonials and endorsements do not reflect all client experiences and are not compensated. Learn more at our website or by reviewing our Form ADV at https://adviserinfo.sec.gov.

What actually goes into creating a world-class client experience at Root? We're walking through the structure behind Root's advisory team—and how we ensure every client gets consistent, thoughtful guidance no matter who they're working with.We break down the different advisor roles, from Client Service Associate to Senior Financial Advisor, and explain how our “farm system” approach helps us grow top-tier advisors from the ground up. It's not just about years of experience—it's about shared values, rigorous training, and a culture of mentorship.If you're considering working with Root—or just curious about what makes us different—this behind-the-scenes conversation will give you a look at how we build a team designed to support you and your goals at every step.Submit your request to join James:On the Ready For Retirement podcast: Apply HereOn a Retirement Makeover episode: Apply Here  Timestamps:0:00 - Selling product vs service2:58 - Four roles supporting clients5:36 - Project management8:16 - Root's growth plan11:00 - A farm system12:33 - Requirements to be a Root advisor15:09 - Freedom within guardrails19:03 - Why this matters21:31 - Wrap-upCreate Your Custom Strategy ⬇️ Get Started Here.Join the new Root Collective HERE!

What does it mean to truly scale your advisory team without sacrificing quality or culture? In this episode, Referral Coach Bill Cates interviews Steve Perry, founder and president of Well Recruiting Solutions, as they delve into the art of building teams with top talent. Discover the innovative approaches Steve uses to overcome the biggest hurdles … Continue reading #87 Building Your Financial Advisory Team with Top Talent – Insights from Steve Perry →

Join the Project Harmony Launch List: HarmonyAnalytica.com/future       What does the future hold for your landscape business?   Well, if you ask nine experts, you'll get 10 different answers. Some say we're heading for a lush, thriving growing season; others predict drought conditions. Some insist we'll get just enough rain this year—and someone else insists it's never enough. Let's be honest, nobody really knows...   But now...there is one surefire way to future-proof your business and how you manage high asset value crops:   Harmony Analytica.   Harmony is the FIRST sensor analytics platform made for plant-focused professionals. It is currently used by leading institutions, managers, and contractors from Agricultural, to HOA, to Green Infrastructure everywhere..   But what does Harmony Analytica actually do?   It brings all of your water consumption data, irrigation schedules, localized rainfall, soil moisture levels, environmental data, and plant health metrics together into one. single. platform. That means you have a single source of truth to manage your landscape assets. No more cobbling together spreadsheets or running multiple apps, or exporting for water use, from multiple software platforms—only to end up with a “dashboard” that's outdated the moment you finish assembling it.   Do you juggle endless logins for systems like Rain Bird, Toro, Hunter, Baseline, WeatherTrack, RainMaster, Calsense, Weathermatic, Smart Rain…the list is fucking long, yeah? With Harmony Analytica you can affordably add sensors for one centralized command center, saving you time, simplifying your workflow, and giving you unparalleled insight into every aspect of your irrigation strategy -without spending thousands of dollars changing our controllers.   Harmony Analytica knows exactly what you need:   Real-Time Insights – to track water consumption, water pressure, soil moisture, local rainfall, evapotranspiration, and more.   Accurate Planning – so you can schedule irrigation and manage your resources based on data, not guesswork.   Visibility & Control – to make quick, informed decisions about your landscapes in one user-friendly dashboard.   Think of this as the instrument panel of your horticultural fighter jet. You want all that data to be spot on and easily accessible—so your maintenance strategy is efficient, your plants are thriving, and your business is operating sustainably.   Start with one sensor, grow with many. Harmony's modular platform ensures that no matter how small your business is today, or how large your landscape operations become, Harmony Analytica is designed to scale seamlessly right alongside you. There is no minimum to get started.   In short: you need Harmony Analytica. It's an amazing opportunity to revolutionize how you manage landscapes.   And speaking of opportunity, do yourself a favor: Apply Now, to join the Harmony Analytica Advisory Team, where you can become a part of the development team and help shape the future of the company. In this top-secret, private group, we will break down how to leverage cutting-edge tech to keep your landscapes greener—and your bottom line stronger.   Signup today: Harmony Analytica.com/future, harmonayanalytica.com/future, harmonyanalytica.com/future.

This week's episode, we're joined by the Grant Thornton risk and advisory team—Andres Castañeda, Jaynitsa Paul, and EJ Jimenez.   In this episode, they explain their article Risk Management: Get Your Three Lines in Order in simple terms. They clear up common misunderstandings about the first, second, and third lines of defense in risk management. They also give real examples of when the system works well and when it fails—and why that matters.   Check out their article, and connect with Andres, Jaynitsa, and EJ on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 5:19 - How Grant Thornton Utilizes LLMs 8:43 - Understanding The Three Lines of Defense 16:49 -Best Practices for Physical Inventory Control 28:37 - Roles and Responsibilities in the Three Lines of Defense 32:13 - The Relationship Between Compliance and Internal Audit 34:53 - Common Misconceptions About The Three Lines of Defense 37:36 - External Audit's Role in The Three Lines of Defense 38:31 - Advantages of a Strong Third Line of Defense 42:05 - Tools for the Third Line of Defense 44:03 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

Save Family Farming's Executive Director, Ben Tindall says their Urban Advisory Team helps them decide what's agricultural topics are important and who should hear them.

Save Family Farming's Executive Director, Ben Tindall says their Urban Advisory Team helps them decide what's agricultural topics are important and who should hear them.

The city of Battle Ground is seeking community members for a Climate Policy Advisory Team to help shape the city's climate resilience strategies and update the 2045 Comprehensive Plan. Read the full story at https://www.clarkcountytoday.com/news/city-of-battle-ground-seeks-community-members-for-climate-policy-advisory-team on www.ClarkCountyToday.com. #CityOfBattleGround #ClimatePolicy #LocalNews #ClarkCountyWa

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Financial planning is much more than investing and constructing a portfolio. You have to take your entire picture into account, which isn't easy to do on your own. That's why you want to surround yourself with a trusted group of professionals who can guide you through each aspect of planning.    In this episode, we're going to talk about the best approach to building an advisory team. We'll discuss the importance of a fiduciary standard, the nuances of investment fees, and the significance of a tailored investment philosophy. Discover how to build a trusted advisor network with your CPA, attorney, and financial advisor to ensure your financial health. Plus, learn how to ask the right questions when meeting with an advisor for the first time. There's a lot to cover in this episode of How Money Works and you don't want to miss any of it, so tune in and hear from Craig and Jennifer. Here's some of what we discuss in this episode: What makes an advisor a fiduciary? Knowing what services you are getting for the fees you are paying. How we help create a trusted advisor network for you. Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/  Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin 

Die strauchelnde Beratung goetzpartners verliert ihren Head of Debt Advisory und seine Kollegen. Philipp Widmaier verrät im aktuellen Spotlight, wie es für ihn weitergeht und was der Markt erwarten darf.

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.

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/

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 |

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.

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

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

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.

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.    

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.

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.  

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.

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!

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

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 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  

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

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/

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

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

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

Tune in for today's industry updates.

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

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

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.

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.

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 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

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

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

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

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.

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

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. 

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!

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

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.