Podcasts about Barron

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Latest podcast episodes about Barron

Filmmaker Mixer
Shooting Netflix's How to Get to Heaven from Belfast with DP Ashley Barron

Filmmaker Mixer

Play Episode Listen Later Jun 15, 2026 29:36


Ashley Barron joins Filmmaker Mixer to discuss the cinematography behind Netflix's How to Get to Heaven from Belfast. In this filmmaker-focused conversation, Ashley shares how the visual style of the series evolved, the challenges of shooting emotionally layered scenes, and the realities of crafting cinematic television on a fast-paced production schedule. This episode explores lighting choices, camera movement, collaboration with directors and designers, and how cinematography shapes tone and character. Independent filmmakers, film students, and cinematography fans will gain practical insight into visual storytelling for modern streaming productions.Filmmaker Mixer is a podcast dedicated to the craft of filmmaking, featuring conversations with directors, cinematographers, editors, composers, costume designers, and other creative professionals working in film and television.

i want what SHE has
S.1 E.6 Christie Jordan Barron "Practicing Living and Dying"

i want what SHE has

Play Episode Listen Later Jun 14, 2026 108:36


Today on the show we are joined by Christie Jordan Barron, an educator, mother, mover, maker, and somatic experiencing practitioner based in the Hudson Valley. Christie believes deeply in our essential need for connection to our own hearts, to nature, and to each other. She is dedicated to holding space for people to sense into and stay curious about the various parts and pieces that make us all tenderly human.  Our conversation weaves through Christie's work, lived experiences and the deep wisdom she's landed on along the way. We learn about her work in the practice of dying and how that supports us through deaths of all types and the grief that often accompanies loss. She shares insight into community's role with grief and how that helps us in moving away from the expert paradigm. Her work as an educator has expanded to include sexual education, supporting youth navigating their relationship to their changing bodies and their autonomy. We talk about her role as mother and the complexities of what that surfaced for her. Our parenting conversation leads us to explore the balance between structure and freedom (masculine and feminine), and we spend some time talking about the challenges of navigating conflict and how to hold one accountable for their actions. Let us know what out conversation brings up for you! Find Christie at interweave.one As mentioned, here's Theresa's previous conversation on The Hope Model. https://iwantwhatshehas.org/407-joann-stevelos-the-hope-model Like, Subscribe!  Watch us on Youtube https://www.youtube.com/@dancingwithwaterpodcast Find us on Instagram https://www.instagram.com/dancingwithwaterpodcast/  Support us at Patreon https://www.patreon.com/dancingwithwater Find archive conversation from I want what SHE has https://iwantwhatshehas.org/  Learn more about Theresa and her offerings at https://www.anahatakingston.com/ Learn more about Jennifer and her offerings at https://www.cosmicmotherlove.com/

WSJ Tech News Briefing
What Tesla's IPO Can Teach Us About SpaceX

WSJ Tech News Briefing

Play Episode Listen Later Jun 12, 2026 20:06


Elon Musk's last IPO created a big stock market winner. Will SpaceX follow? WSJ reporter Becky Peterson, Barron's associate editor Al Root and WSJ columnist Tim Higgins break down what Tesla's debut can teach investors about SpaceX, and whether the rocket company can really live up to a $1.77 trillion valuation. Imani Moise hosts. Sign up for the WSJ's free Technology newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Financial Exchange Show
SpaceX Starts Trading as the AI Price War Heats Up

The Financial Exchange Show

Play Episode Listen Later Jun 12, 2026 38:27 Transcription Available


SpaceX has officially started trading after the largest IPO in history, giving investors their first real look at how much demand there is for Elon Musk's newly public space and technology empire.Chuck Zodda and Mike Armstrong break down the first trades in SpaceX, why IPOs often bring major volatility, and how retail investors were able to access shares through select platforms and pre-IPO funds. They also discuss renewed uncertainty around a potential U.S.-Iran deal, the growing price war between OpenAI and Anthropic, why AI costs may be forcing companies to rethink how they use different models, and Paul LaMonica of Barron's joins the show to explain which ETFs already had SpaceX exposure before the IPO.

At Barron's
Catching Up With Power Investors Howard Marks and Bruce Flatt

At Barron's

Play Episode Listen Later Jun 12, 2026 31:38


Bruce Flatt, CEO of Brookfield Corporation, and Howard Marks, co-chairman of Oaktree Capital Management, spoke with Barron's editor at large Andy Serwer. This interview was filmed on June 9, 2026. Learn more about your ad choices. Visit megaphone.fm/adchoices

ceo investors catching up barron howard marks flatt oaktree capital management andy serwer
Apple News Today
Inflation hit a three-year high. What it means for you.

Apple News Today

Play Episode Listen Later Jun 11, 2026 16:10


Inflation has risen to its highest level in three years as the war in Iran disrupts oil supplies and tariffs drive up prices across the board. Barron’s senior economics writer Megan Leonhardt explains what consumers are feeling right now. President Trump signed the Secure America Act, directing roughly $70 billion to ICE and Border Patrol through fiscal year 2029. The Washington Post’s Jarrell Dillard explains why funding ICE for that long was an unusual step. The largest World Cup in history kicks off today across the U.S., Mexico, and Canada. Rebecca Lowe, cohost of the Apple News podcast After the Whistle, joins to talk about what to expect and why this tournament could push soccer fully into the American mainstream. Plus, why lawmakers are delaying the renewal of FISA, a Somali referee was denied entry into the U.S. to referee at the World Cup, and how Pope Leo and Bad Bunny came together in Madrid. Today’s episode was hosted by Gideon Resnick.

Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change
Architecting 100x Growth: A “How-To” From Legends Dan Sullivan and John Bowen

Mindy Diamond on Independence: A Podcast for Financial Advisors Considering Change

Play Episode Listen Later Jun 11, 2026 58:36


With the Co-Authors of The Greater Game and Dan Sullivan of Strategic Coach and John Bowen of CEG Insights Louis Diamond speaks with Dan Sullivan of Strategic Coach® and John Bowen of CEG Insights about founder dependency, enterprise value, and the architecture behind scalable businesses. In Summary Many advisory firms grow successfully while remaining highly dependent on their founders. Dan Sullivan and John Bowen argue that the difference between a successful practice and a valuable enterprise comes down to architecture. Louis sits down with the co-authors of The Greater Game to discuss founder dependency, enterprise value, intellectual property, and why some businesses scale beyond their owners while others do not. The conversation offers advisors a framework for thinking differently about growth, succession, and long-term optionality. The Storyline Many advisors spend their careers helping clients build valuable businesses. Far fewer stop to ask whether their own firms are being built the same way. That tension sits at the center of Louis Diamond's conversation with Dan Sullivan, co-founder of Strategic Coach®, and John Bowen, founder of CEG Elevate Group and CEG Insights. Their new book, The Greater Game, challenges a common assumption about growth: that bigger businesses are simply the result of working harder, adding more clients, or improving existing systems. Instead, they argue that enterprise value is created through architecture—the deliberate design of a business that can scale, transfer, and thrive without its founder at the center. The discussion introduces a framework for understanding why some entrepreneurs remain trapped in optimization while others build enterprises that compound in value over time. Along the way, Dan and John explore founder dependency, intellectual property, succession planning, strategic partnerships, and the role advisors can play in helping entrepreneurial clients navigate each stage of growth. For advisors, the framework creates an important mirror. The same forces that limit enterprise value for entrepreneurial clients often exist inside advisory firms themselves. The result is a conversation that extends well beyond business growth and into questions of optionality, transferability, and what ultimately makes a firm valuable. Topics Covered Enterprise Value Creation Founder Dependency Risk Business Architecture vs. Optimization Intellectual Property & Scalability Strategic Partnerships & Leverage Succession Planning & Optionality Legacy, Impact & the “Greater Game” Mindset > Download a transcript of this episode… Listen and Learn Highlights for Advisors What is The Greater Game—and why does it matter to advisors? (17:57) Dan and John introduce the framework behind their new book and explain why advisors should think about it both for entrepreneurial clients and for their own businesses. Why do only a small percentage of entrepreneurs create exponential enterprise value? (22:24) The discussion explores the difference between “architects” and “optimizers” and why most business owners remain focused on improving what exists rather than designing what comes next. Why is founder dependency such a significant valuation risk? (35:00) John explains how businesses that depend on a single individual often struggle to scale, transfer, or command premium valuations. How does expertise become intellectual property—and why does that matter? (35:00) The transition from expertise to transferable systems may be the most important bridge in the entire framework, creating leverage that extends beyond the founder. What prevents many advisors from fully serving entrepreneurial clients? (18:00) The conversation examines why most advisors are well-equipped for traditional planning needs but less prepared for the governance, succession, and enterprise-value challenges entrepreneurs eventually face. What does the next game look like after you've already “won”? (50:00) Dan and John discuss why many successful entrepreneurs and advisors eventually shift their focus from accumulation to significance, impact, and legacy. What's the single most important move an entrepreneur can make? (52:30) Dan shares the concept of Unique Ability® and explains why simplifying around your highest-value strengths often creates the greatest multiplier effect. Key Takeaways Enterprise value is created through architecture, not effort. Many successful businesses continue to grow while remaining highly dependent on their founders. The firms that command premium valuations are often built differently from the start. Founder dependency acts as a hidden valuation discount. The more a business depends on one person, the more difficult it becomes to scale, transfer, or sell at a premium. Intellectual property is often the bridge between a practice and an enterprise. When expertise becomes codified, transferable, and repeatable, value begins to exist independently of the founder. Advisors and entrepreneurs often face the same challenge. The same founder-dependency issues advisors help clients solve frequently exist within their own firms. Strategic partnerships create leverage that expertise alone cannot. Many of the most successful entrepreneurs grow through collaboration, ecosystems, and coordinated expertise rather than attempting to solve every challenge themselves. Most advisors are trained to solve early-stage problems. Entrepreneurial clients eventually require guidance around succession, governance, scalability, and enterprise value—areas that extend beyond traditional planning. The next stage of growth is often not about growth at all. For many successful entrepreneurs, the question eventually shifts from accumulation to significance, impact, and the legacy they want their business to create. https://www.youtube.com/watch?v=JY5xOB8GTQY Quotable Moments “The exit multiple is downstream of the architecture.” “The difference between a three-times and a fifteen-times multiple is often whether the business depends on the founder.” “You have to simplify in order to multiply.” “We're not talking about a 10x game anymore. We're talking about a 100x game.”     FAQs Why do some advisory firms command higher valuation multiples than others? Dan Sullivan and John Bowen argue that valuation is often determined long before a transaction occurs. Firms that reduce founder dependency, codify intellectual property, and build transferable systems typically command higher multiples than those built around a single rainmaker. What is founder dependency and how does it impact enterprise value? Founder dependency occurs when clients, revenue, and decision-making remain concentrated around one individual. While those businesses can be highly successful, advisors find they are often more difficult to scale, transfer, or sell. What is the difference between an architect and an optimizer? An optimizer focuses on improving an existing business model. An architect builds systems, intellectual property, and structures designed to create leverage, scalability, and long-term enterprise value. What does Dan Sullivan mean when he says “100x is easier than 2x”? The concept challenges entrepreneurs to stop thinking incrementally. Rather than working harder within the current model, transformational growth often comes from redesigning the model itself through better leverage, collaboration, and systems. How can advisors better serve entrepreneurial clients? Many entrepreneurial clients eventually need guidance beyond investment management, including succession planning, governance, intellectual property strategy, and enterprise value creation. Understanding where a client sits in their business journey can help advisors provide more relevant advice and coordination. What is the expertise trap and why does it matter for advisory firms? The expertise trap occurs when critical knowledge, relationships, and processes remain inside the founder's head. Until that expertise becomes transferable and repeatable, enterprise value often remains limited regardless of growth. Dan Sullivan and John Bowen argue that valuation is often determined long before a transaction occurs. Firms that reduce founder dependency, codify intellectual property, and build transferable systems typically command higher multiples than those built around a single rainmaker. Founder dependency occurs when clients, revenue, and decision-making remain concentrated around one individual. While those businesses can be highly successful, advisors find they are often more difficult to scale, transfer, or sell. An optimizer focuses on improving an existing business model. An architect builds systems, intellectual property, and structures designed to create leverage, scalability, and long-term enterprise value. The concept challenges entrepreneurs to stop thinking incrementally. Rather than working harder within the current model, transformational growth often comes from redesigning the model itself through better leverage, collaboration, and systems. Many entrepreneurial clients eventually need guidance beyond investment management, including succession planning, governance, intellectual property strategy, and enterprise value creation. Understanding where a client sits in their business journey can help advisors provide more relevant advice and coordination. The expertise trap occurs when critical knowledge, relationships, and processes remain inside the founder's head. Until that expertise becomes transferable and repeatable, enterprise value often remains limited regardless of growth. Related Resources The Greater Game by Dan Sullivan and John Bowen Strategic Coach® CEG Elevate Group The Greater Game Dashboard Diamond Consultants Advisor Transition Report Dan Sullivan The world's foremost expert on entrepreneurship in action, Dan Sullivan has spent the past five decades empowering business owners to reach their full potential in both their professional and personal lives. His strong belief in and commitment to the power of the entrepreneur is evident in all areas of his company, Strategic Coach®, and its successful membership community. Dan is married to Babs Smith, his partner in business and in life. They jointly own and operate The Strategic Coach Inc., with offices in Toronto, Chicago, and the UK Dan and Babs reside in Toronto. John Bowen John J. Bowen Jr. is the founder and CEO of CEG Elevate Group, the holding company that includes CEG Worldwide and CEG Insights. Through these companies, he helps elite financial advisors serve fewer, wealthier clients exceptionally well while building more valuable and scalable businesses. Before founding CEG, John spent 26 years as a financial advisor and built a $2 billion wealth management business. That firsthand experience grounds CEG’s work today across advisor coaching, enterprise programs, empirical research through CEG Insights, and practical frameworks for advisors who want to move beyond practice growth to enduring enterprise value. John is the author of 21 books on wealth management, entrepreneurship, and success. His newest book, The Greater Game: Your 100x Blueprint for Exponential Growth, Freedom, and Legacy, co-authored with Dan Sullivan of Strategic Coach, will be published by Hay House Business in May 2026. Today, John and the CEG team work with leading advisors and enterprise firms — including some of the largest advisor organizations in the United States — to help advisors deepen relationships with affluent clients, build scalable practices, and design lives of greater significance. NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. View the transcript of this episode… Architecting 100x Growth: A “How-To” From Legends Dan Sullivan and John Bowen A conversation with Louis Diamond and Co-Authors of The Greater Game, Dan Sullivan of Strategic Coach and John Bowen of CEG Insights.      Louis Diamond: Welcome to the latest episode of our podcast series for financial advisors. Today’s episode is Architecting 100x Growth: A “How-To” From Legends Dan Sullivan and John Bowen, a conversation with the industry’s top coaches and co-authors of The Greater Game. I’m Louis Diamond, and this is the Diamond Podcast for Financial Advisors. Mindy Diamond: At Diamond Consultants, we help elite advisors identify the right environment for their businesses to thrive, whether that’s at a wirehouse, boutique, or independent firm. With nearly three decades of experience, we’ve guided thousands of advisors and represented more than a quarter of a trillion dollars in assets transitioned. And each year, one in four advisors managing a billion dollars or more who change firms are our clients. Our process is education-driven and based on building relationships, starting as your strategic partner well before you’re even thinking of a move. To schedule a confidential conversation, call us at 908-879-1002. Wondering why advisors change firms and where they’re headed? Are transition deals going up or down? Those very questions and more inspired us to create our annual Advisor Transition Report. It’s the award-winning data-driven resource designed for advisors that connects the dots between the motivations around movement and the firm’s appetite for top talent. Arm yourself with the knowledge you need to make smart decisions. Download your copy at diamond-consultants.com/transitionreport. Louis Diamond: Most entrepreneurs and many advisors spend years optimizing for growth without realizing they’re building a business that still depends entirely on them. Revenue and complexity grow; enterprise value, transferability, and freedom often lag far behind. Dan Sullivan and John Bowen argue that the issue isn’t effort or intelligence; it’s architecture. No doubt these are familiar names in the wealth management industry, but just to set the stage, Dan is the co-founder of Strategic Coach, and John is the founder of CEG Elevate Group and CEG Insights. Together, they spent decades coaching and studying high-performing entrepreneurs and advisory firms. Their latest book, one they joined forces on, The Greater Game, lays out a very different framework for thinking about growth, one built around scalability, transferrable value, and long-term leverage rather than incremental optimization. What makes this conversation especially relevant for advisors is that the framework cuts both ways. It applies to the entrepreneurial clients that advisors serve, as well as to the advisory firms themselves. And in many cases, the same founder dependency and expertise trap that limits a client’s enterprise value is quietly limiting the advisor’s business too. We talk about the difference between operators and architects, why 100 times growth can actually be easier than two times growth, where businesses tend to stall as they scale and how advisors can start thinking differently about their own firms, particularly when it comes to enterprise value, succession, and long-term optionality. It’s rare access to a conversation with two of our industry’s legends whose advice and counsel has not only helped to transform the business lives of many of our listeners, but also my own. So let’s get to it. Dan and John, thank you both for joining us today. Dan Sullivan: Thank you, Lou. It’s a real pleasure. John Bowen: I’ve had the privilege of joining you before, but never with my co-author, Dan Sullivan, and I’m excited to share what we’re doing because I think it can make a big impact in our advisor industry. Louis Diamond: No doubt about it. Yeah, this has been an interview I’ve been very excited to host. So let’s jump right in. Dan Sullivan, I think you are a man that needs little introduction. So many advisors in the industry are fans or clients of your firm, Strategic Coach, but for those who aren’t as familiar or need a refresh, can you just give some quick context into why you started Strategic Coach and what the company does today? Dan Sullivan: Yeah. Well, it goes back to 1974. I was a copywriter at BBDO, the Canadian branch of BBDO, big global advertising agency. It still is. But I’ve been sort of a lifetime coach. I remember once when my mother finally caught up with what I was doing in life and I was describing what I was doing, she says, “Well, you were doing that when you were a child. You were talking to adults and you were asking adults about their experiences.” And I said, “Yeah, I could do this when I was eight or nine years old, but it took me a long time to get a business model wrapped around it.” But I jumped out in 1974 and started coaching anybody, but it actually turned out that entrepreneurs were the best people to coach because they would write a check on the spot and they would make a decision on the spot and I needed cashflow and I did it. So I’ve been personally, as a Strategic Coach, which was named by someone else. You’re just out there trying to get cashflow to pay for the rent. So I started in ’74, and I was lucky and it really relates to your target audience, Lou. Right off the bat, I got what are called top-of-the-table life insurance agents. And that was really, really great because life insurance agents are purely a conceptual business. So someone can get a new idea at breakfast and they can have a new business by dinnertime just because they can change their mindset. And that moved on. And I did that for 15 years, just one-on-one, 1970s, 1980s. And then, I’d had enough experience that we turned it into a workshop program in 1989. We’ve been at it ever since. So I was at a talk. Joe Polish is a great friend of ours, Joe Polish with Genius Network. And he had a speaker there, and he says, “You’re one of the original gangsters, aren’t you? You’re one of the first people.” And I said, “I don’t know if I’m the original, but I think I’m the only surviving one.” So it’s 52 years that I’ve been doing what I’m doing. And I had the good fortune to meet John in around 2009. John, was that the year? 2009? John Bowen: Yeah, in the little economic downturn that everybody knows about here. Dan Sullivan: Yeah. And John had a great coaching program and we had a great coaching program. And over the years, we’ve talked a lot about what makes a entrepreneur exponential in their thinking. And finally, about two years ago, we decided, let’s write a book about this. And that’s the new book, which is called The Greater Game. That’s where this all started. It’s just been a great pleasure because we sync very well. Louis Diamond: Amazing. And Dan, I think a lot of people likely know you either from Strategic Coach. I know I’m personally a big fan of two of your books and I know of others, The Gap and The Gain and Who Not How. We’re going to talk about your new book, but I think it’d just be helpful. Can you talk about the key premise of some of your prior books, The Gap and The Gain and Who Not How? Dan Sullivan: As a result of my membership, I’m a member in other groups. And so Joe Polish of Genius Network fame, he’s been in my program for 28 years, and I’ve been in his program for 15 years. And there was a writer who was in one of the first Genius Network workshops, and he approached me. And I created a lot of books, but I create small books and they’re self-published. I do a book a quarter. I’m 82 in about three weeks. So when I was 70, I said, “I’m going to give myself a 25-year project. I’ll write 100 books in 100 quarters.” And this is quarter number 47, and I’m writing my 47th book. But they’re little books. They’re 60, 70 pages. They’re one-idea books. And Ben Hardy, who was, at that time, the number one writer on Medium, which is a blogging type medium, he approached me, and he said, “I know you don’t write big books and you don’t have publisher books. But,” he said, “if you ever did,” he said, “I’d like to collaborate.” And that was a great good fortune on my part. So we produced three books in five years. The first book was Who Not How. Who Not How basically says when you have a goal, the biggest problem with the goal, you’re excited about the goal, but you’re not excited about doing it. So you find “Whos” who help you and you build teamwork around it. And that was a big seller. And then, we had another concept which was called The Gap and The Gain that entrepreneurs, depending on how they measure their progress, can be perpetually unhappy or they can be perpetually motivated. And it all depends on how they measure their progress, how they measure their goal setting and their goal achievement. And then the third book, which has really turned out to be the big one, up until this book, this book will be bigger. It’s called 10x Is Easier Than 2x. So hence, Coach, everybody has a 10x game plan. Whatever number they want to choose, revenues, personal net worth, whatever, you have a framework of 10x, which is sometime in the future, but you use that future framework for deciding what you’re going to do today that will end up as a 10x result. I thought that was going to be our formula for the rest of my life until I met John. And then John is a great AI practitioner. And I began to realize that that 10x is now becoming 100x for really top-notch entrepreneurs, but the 10x is easier than 2x. And we just crossed the million mark with the three books, which is really good. And it’s great for lead… we’re having people show up and they’ve really bought into what Strategic Coach is. We have a good size company. We’re not a small company. We have 120 team members. We’re in five centers: Los Angeles, Vancouver, Chicago, Toronto and London, England. But it’s been really great because we’ve really grown with technological change and it’s basically, we teach people how to think about their thinking. And Lou, you were in for three years, both in-person and virtual. So you know what the starting structure of it is, but I’m in love with entrepreneurs. Entrepreneurs are crucial characters on the planet, but mostly they operate alone and what we’ve done is create a community for them. Louis Diamond: Fantastic. Thank you, Dan. And John, I think perfect segue to you, because I know you’ve spent your career serving and helping entrepreneurs as well, mostly within financial services or within wealth management. And you’ve been very kind to share some of your amazing research on advisors serving entrepreneurial clients in the past. But for anyone who’s missed those episodes, similar question for you, can you share what your companies do? CEG Elevate, CEG Insights, your new research, and then we’ll dive into your exciting new book. John Bowen: Thank you, Louis. And Dan and I are very excited about just entrepreneurs in general. Dan is, because he’s working with them directly. The best clients for financial advisors are entrepreneurs, largely, if you’re going to go high net worth, ultra-high net worth. So we have a company, CEG Elevate, which is our parent company. Two of the companies that are really interesting for this podcast is CEG Insights and this is our research arm. And we’ll study about 20,000 high net worth, ultra-high net worth clients this year in depth and 6,000 up to 7,000 we’ll do just of entrepreneurs. And this is in the partnership. Lou, I invited you up to… We were skiing two years ago in Park City and you couldn’t join us. But Dan and I made a deal to do a 25-year partnership studying entrepreneurship, one for Strategic Coach and his coaching clients, but really the opportunity for financial advisors. And it’s probably just as well because I came down, and I think, Dan, you were 80 at the time and I was 69. I’m 70 now. And I was skiing with a whole bunch of 40-year-olds, and they’re all going, “You guys are way too optimistic.” And Dan and I are just getting started on this. And the other company that’s applicable is CEG Worldwide, where we have the privilege of coaching and training some of the top financial advisors, those aspiring, and also working with the enterprises to really help move up market and do this great experience. Louis Diamond: Fantastic. Dan, question for you. What was the core problem you and John were trying to solve in your new book, The Greater Game? What is it that existing frameworks weren’t touching? And then John, I’ll have a follow-up question for you after that. Dan Sullivan: Yeah. Well, by the very nature of what we do, we’re not going for wannabes. We’re not going for entrepreneurs who hope to be really successful someday. We’re engaging with and we’re registering into both of our communities, people who, they’re already great. They’re already doing so many things right, but they’re kind of doing it unconsciously. They just have a unique ability for growth. They have a unique ability for networking and expansion, but the very, very core is they’ve done it on their own. And they’ve done it out of intuition and they’ve done it out of ambition and motivation. But their biggest problem is that they’re really lonely. I’m in my sixth decade now of coaching entrepreneurs, and people say, “Well, what’s the number one problem that entrepreneurs face?” And I said, “Loneliness.” They can’t explain themselves to the family they grew up with. They can’t explain themselves with their lifetime friends. They have thoughts about how they’re operating. And they take enormous pride in their ability to transform difficulties into breakthroughs, but they don’t have anybody to talk to. So what we’ve created is a community where when you walk in the room, everybody in that room immediately understands you. Everybody immediately applauds what you’ve done. Everybody is inspired by you. So my framework is I call, “What you’ve done on your own, you’re great. You’re a winner already, but who do you talk to?” You have to hide a lot of your success because they just won’t understand what it is that actually motivates you. And the beauty of the partnership with John is the vast majority of our clients are in 70 or 80 different industries, so they’re not peculiar. We start off with financial services, especially life insurance. But what I notice is that all the difficulty they get into life is they’re trying to communicate with people who don’t understand them. And what we’re saying is, “Stage one, you did it on your own, you’re great by any standard whatsoever. You check all the boxes for being a successful person, but you don’t really have any way to actually check out how other people are doing this.” And so we’ve created a community, and John has created a community where people, immediately, there’s understanding. And not only that, but there’s opportunity because they’re unique in their own ways. Every one of our entrepreneurs has created a very, very unique pattern of success that if they were with 10 other people, they could learn from this. If they were with 30 other people, they would learn even more. So that’s what we’ve done. So stage two is now joining a community where everybody gets you. Louis Diamond: Interesting. And that’s the premise of the book. We don’t want to have people not buy it, but what is the greater game? What’s the game that folks are playing and pursuing and how do you make it greater? Dan Sullivan: I tell you, what I’ve always been lacking, I’m sort of intuitive like most entrepreneurs are. We’ve done about 300 times growth since we started the program. But it’s intuitive. I don’t have any research to back this up. I’m low on fact finder. I find, generally speaking, the best facts are just the facts that I make up, but at a certain point, you’d like to have some actual research to back me up. So I’ve gone as far as I can go with our company without real research. Then John comes into the picture, and now we got some real research. And I will say this, this is generally true. It’s not just a problem with me that I don’t have research. I find that entrepreneurism is one of the least researched subjects on the planet. And John comes along and he’s done all the backfill for how entrepreneurs actually perform and I’ve got research to prove it. Louis Diamond: Perfect. Yeah, John, question for you. So what is The Greater Game? And then, how do you think it relates to what financial advisors have been missing? John Bowen: One of the things that we as financial advisors all want to work with people who have already won. And there’s no better group than entrepreneurs, successful entrepreneurs. If we look at people with 25 million or more of investible assets across all households in the US, 90% are entrepreneurs. And at the 5 to 25 million of investible assets, it’s three out of four. So at CEG Worldwide, we’ve always wanted to really understand advisors. And we said we’ll partner with Dan and his passion with entrepreneurs, we’ll go ahead and study them so that we can bring insights on how we can better serve them. And the very first thing we want to do is understand, yeah, there’s very different stages that we see of entrepreneurs and we talk about the whole concept of The Greater Game. And the idea here is we wanted to identify… And I’ll share some PowerPoint slides. I know a lot of us are listening and I just want to walk through this, but Louis will have it in show notes, his team will. We really saw four areas. The first one was level one, stage one was foundation for freedom. They had ambition, the vision, but they really needed security. And Dan calls this, and I love this term, “cash confidence.” But it’s really using a financial advisor to have security. And one of the things, the last time I was on with you, Louis, we talked about there’s 59.2% of entrepreneurs who want to switch advisors because they don’t believe they have that security. And that’s kind of the foundation. And this is why you’re never going to read a more friendly financial advisor book for entrepreneurs than this because in our coaching program, we’re developing workshops and so on to bring this message out. And then the second level is where now we saw… and there were four levels. Dan and I identified 5.4% of these entrepreneurs that were just killing it and they were going through all four levels. The second level was energy for expansion. They were very motivated, they were excited about getting up and really the intellectual property, and Dan’s been one of the big leaders in this, is so much of what we know… And as I go through this too, I want every one of the advisors to think about it’s not only your entrepreneurial clients, this is for you too, is having this intellectual property, getting it out of your head so that your business is not founder-dependent or personality-dependent. You’ve got this enterprise. And then, the third level where it really took off was collaboration and multiplication. And Dan talked about the power of community and this is so big. And for advisors, the community is often working with other professionals, the accountants, the attorneys, the investment bankers. Matter of fact, when we survey, we found that 40% of the people with 25 million or more that they invest with an advisor came through an investment banker. So creating that community, teamwork, having the right team and then autonomy. Can you step away from your practice? The entrepreneurs step away 30 days, 60 days, 90 days, making that independence, moving from the founder-dependent to the enterprise. And the last level was exponential. And this is all along the way, the AI opportunities to accelerate this and augment this is really real, but the agency where the blue ocean, creating new markets, then getting the commitment and courage. And at each of these levels, we saw different entrepreneurs just really taking off. And one of the things that’s so important, Louis, for what we’re talking about today is advisors all are ready to treat stage one, the foundation for freedom, but they don’t really understand the other stages, and that’s really what entrepreneurs want. So if you want to work in this market, it’s very important for you to understand what you can do to help. The difference is often for an entrepreneur, a three to five multiplier versus 15, the level one or stage one to stage four. And this is where it gets really exciting. Louis Diamond: This would be a question for John. You found, and he’s mentioned it, that only 5.4% of entrepreneurs operate as architects versus optimizers. Can you explain the difference between those two personas? John Bowen: Well, I’m going to set up the research and let Dan really bring it home. But Dan and I came up with this framework, The Greater Game and the 10 Multipliers, and we’ve got that and we’re putting it in order and we wanted to really confirm. And everything we do is empirical research. So we reached out to 1,000 very successful entrepreneurs, 1,016. And it became very clear that the 5.4% of them were actually executing on all these levels and they were just distancing everyone else. And what we came up with, and Dan mentioned it earlier, that his book, 10x Is Easier Than 2x, but we said, what we’re seeing… and we’ve got a whole bunch, I think it’s 26 stories in the book of entrepreneurs, we’re seeing so many people blow this out that 100x is easier than 2x, and it forces a whole different mindset where if you’re optimizing, you’re kind of looking incrementally. But when you step back as an architect, big picture, wow, huge opportunity, both for entrepreneurs and advisors that are entrepreneurs to make a real big difference. This is something you’ve really coached to and had the privilege of working with thousands of entrepreneurs helping them on that journey. Dan Sullivan: Yeah. One of the things that was confusing for me, Lou, when I first started coaching, because everybody who came in to coach, you remember when you came into your first Chicago workshop, that everybody in the room was motivated. I’m not a motivational speaker. I don’t have to motivate the entrepreneurs who are in Coach. They’re already motivated. The problem is the focus of their ambition and focus. And what we discovered was that there were two types that showed up. I didn’t really understand it, but they’re what I call status-oriented entrepreneurs. And what they are when they were a kid, they didn’t have anything. Their family wasn’t at the top of the pole. When they were born, they grew up in a certain community, but there were certain people who lived in the right part of town and they had really big houses and everything about their lifestyle was way above everybody else in the lifestyle. And they saw the lack of what they had, because of the way they were born, that they were going to match it. But the matching was based in not only what the big home looks like. They’ve got other homes, they’ve got vacation homes. They belong to clubs. There’s clubs for the winners, and the losers aren’t part of those clubs, golf courses and boating clubs and everything else. And what I noticed was their motivation was simply to get to that point where they had the same sort of status. And they’re interesting for a while, but once they’ve gotten to that level of status, they’re not interesting anymore. They go on cruise control at that point and they just want to stay within that framework. But the really interesting entrepreneurs, and we really highlight them in the book, it’s just about growth. So when they get to one level, they say, “That’s great. Okay, now I’ve got a new baseline and now I want to grow even further.” And we have one story, very, very interesting. When he came into my Chicago workshop, I met him and he said, “I’ve got a big engineering company.” This is Paul VanDuyne. He’s out of the Quad City area of Iowa. And he says, “My ambition for your program is for three years, I’m just going to plan my retirement.” And I said, “Well, we’ve got some thoughts about that.” So I said, “Just do your first workshop and we’ll talk about it 90 days from now.” And he came back and he had an entirely different game plan, and he’s grown basically 250 times in his last 13 years. He’s completely transformed the industry that he’s in and he had this growth. So what we’re looking for in The Greater Game, we’re looking for those entrepreneurs who are already successful, but they don’t see any stopping point. They’ll grow to one level and then they say, “Okay, that’s the new baseline. Now I grow to another level.” Meanwhile, three years ago, what happened is the world got a new capability called AI. AI, you’re not talking 10x. If you use it properly… a lot of people are in the very early stages here, but we can see the ones who are applying it for growth. John has set up an entire research structure just to measure the people, and what are the people who are just motivated by growth? They don’t see any stopping point. They don’t see any retirement age. They’re just growing. They’re in better health now than they were when they started their ambition. One of the great breakthroughs we’re having now is the impact of AI on physical fitness and health right now. And so you have 70-year-olds now who are way more ambitious at 70 than they were at 50. So we think a whole new world is being created in front of us, but there isn’t the research to measure what the real winners of this new game are actually doing. And The Greater Game is a lot of Strategic Coach thinking tools, but it’s also the phenomenal research that John is doing, and we’re measuring exactly what are these people who just constantly grow, what are they actually doing? John Bowen: Louis, if I can jump in, I want to go back to Paul just for a second because he was going to do something classical, and Dan is also my coach and I was going to do something similar. Paul told Dan that he was going to retire at 65, and his wife. And he were going to open up a little mom-and-pop coffee shop. And the reason so many of the entrepreneurs are caught in the 2x optimization is they’re grinding it out. They’re working harder to be more successful and the desire to do that isn’t very high. That’s why you retire. On the other hand, what we found, the ones working on 100x are building platforms and ecosystems. They’re architected. And as we were writing the book, CEG grew by 58%. I’m going to give a lot of credit to the book, because as Dan and I were working on the processes, I wanted to walk all the talks. This is where the world is changing. I want everybody to think as a financial advisor, you’re being served twice, one with The Greater Game, they don’t care about a few basis points on returns. That’s table stakes. So much of the level one is taking care of the investment side, mitigating taxes, taking care of the areas, protecting the assets, some charitable planning, maybe shoot in some succession planning. I can tell you only 6% of the entrepreneurs actually feel they’re getting that from you, but that’s only level one. If you can help them from each of the stages, stage one through four, and help them create that vision, they’re going to love you to death. Because many of them want to continue in this path and create tremendous value, bigger impact, not creating legacies in the sense of enduring legacies, but active legacies. Last year, my wife and I set up a private foundation. I called it The Greater Game Foundation. I just love this so much, the difference that you can make, and I want to do it while I’m living, not while I’m gone type of thing. I think that’s one Dan and I very much share. Louis Diamond: Awesome. You wrote the book 10x Is Easier Than 2x, but now you’re claiming 100x is easier than 2x. How can that be the case? Dan Sullivan: The interesting thing, one of my points of proof on the original idea, the 10x Mind Expander, I use a lot of what the entrepreneurs have already done to prove the future. In other words, I said… You’ll remember the exercise, Lou. And I said, “I want you to pick your best number.” Everybody’s got a best number. It’s revenue, it’s net worth, whatever. And I said, “I just want you to multiply by 10.” And immediately there’s this reaction. He says, “You know how hard it was to get to just where I am 10 times?” And I said, “Well, you’ve already done 10 times. You’ve probably done 10 times twice. So let’s go back to the beginning. When were you 1/10 of where you are right now?” And they can nail it. They can tell you the year, they can tell you the month when they were 1/10 of where they were. And I said, “Let’s write the actual structure that got you from 1/10 to where you are right now.” And there’s five stages, and usually it’s an event, it’s a new relationship and all of a sudden they get a big check. And we measure, as entrepreneurs, size of check is a good scorecard. When you’re first starting, you got a $10,000 check, that was the biggest check. But about five years later, you get a $100,000 check, and all of a sudden it seems strange at breakfast, but by dinner you’ve normalized the idea, “Well, I know what it’s like to get a much bigger check, a 10 times check.” And so I have them create five growth stages that took them from where they were 1/10 to where they are right now, and I said, “Now let’s go back and talk about doing 10 times more.” And what they recognize, 80% who’ve got them 10 times the first time is going to be the same. It’s relationship, it’s having a great team, it’s having a simple approach that always works and it’s about the kind end customer. It’s not about them. It’s about who is it that you’re being a hero to in the marketplace. Because the truth is people don’t want to have a lot of relationships as they grow. They’d like to have one relationship to grow. They’d like to have an advisor who’s growing with them. But then John introduced me to the whole world of AI and I said, “We’re not talking 10 times anymore. We’re talking 100 times.” I said, “If you apply this new form of thinking, because it is an entirely new form of thinking, to what you’re doing right now, you can see that 10 times is going to happen just by doing three or four things where you’re eliminating waste, you’re eliminating things that just don’t work anymore, changing relationships, changing teamwork, changing collaborations in the marketplace.” But meanwhile, this new world of thinking is making you healthier. It’s making you more fit. So where before you thought you wouldn’t have the energy at 70, you now have more energy at 70 than you had at 50. So you’re the only one who says when it’s going to stop. I’m 82 in three weeks. We’re having this… I’m 82 and I’m way more ambitious at 82 than I was at 52. And the world is, because the world outside in terms of technological capability and access is way, way bigger in my 82nd year than it was in my 52nd year, and I love the growth. I have to tell you that the greatest point where AI is going to have the impact is going to be making money. The big titans, the Metas, the Googles, the Nvidias, what do they have in common? It’s about the money and where AI is being applied most is how you do new things with money. So that’s where the 100 times now comes from. I’ve normalized it. I said, “We’re not talking a 10x game anymore. We’re talking 100x game.” But the number on the scoreboard isn’t the issue. The scoreboard is, are you actually having fun? Louis Diamond: Yeah, we call it living your best business life. That’s our major barometer in charge. John, I don’t know if you could pull up your slides again, but I want to talk about the bridge between stage two in your pyramid to stage three. So that’s from expertise into scalable property. Can you explain how this relates to a financial advisor or an independent business owner and why this concept is so important for the valuation of a business? John Bowen: The book, it’s written for entrepreneurs, but I wanted to create some bridges while we’re together with Louis on really what’s going on for financial advisors and how you can help them. So if they’re at our stage one, Dan and my stage one of The Greater Game, and they want to go to two, they’re kind of dreaming oftentimes, and we want to help them begin creating the architectural structure. And as an advisor, this is really going to encourage everybody to read chapter two, The Greater Security. It talks about really the VFO, Virtual Family Office structure that they want, and you got to help them get financially solid, building personal wealth outside of the business, tax, estate, insurance, business structure. That’s what we all do today. Then though, if they want to move from level two to three, what we find over and over again, advisors are not equipped to do this, because what we’re taking is that founder where everything’s in its head, we’re now helping them move from just having that expertise to having scalable property. This is that codifying the process of building IP that’s transferable. And this is where the real valuation changes. Now, I’m not asking financial advisors to be the IP experts, but what the entrepreneurs want is they want somebody to help them curate and then coordinate between each of these levels. We go from three to four that the founder is indispensable, oftentimes at three. Now we want the team there to be invincible. And it’s not just the individual team as Dan was talking about. It’s the community. The collaboration is where this really takes off. The noise of AI is making it harder to market, but by partnering, particularly as financial advisors, we can very quickly have groups. One of the reasons why I’m collaborating with Dan, I want to help our financial advisors to work with entrepreneurs. Dan wants that research. So this is the natural collaboration. But they’re interested here in governance, self-managing teams. One of the things that Strategic Coach is brilliant at, the pre-transaction they want. And what we find so often is the indispensable discount. So many businesses sell, if they sell at all, they’re selling for three to five times multiplier, not advisory, but traditional businesses. Well, if you can make it to four, all of a sudden you’re now talking to 10 to 15 times multipliers. And think of it as if I’m a buyer and I’ve been involved in 50-some transactions, what happens is if the business is the guy, the gal, they’re the business, then you’re buying a very expensive job type thing. So let’s just keep a simple one. They’re having a couple million dollars of EBITDA. And let’s say the high range of that, five times EBITDA is $10 million. Well, the difference at 15 times two million is 30. Now, a few basis points I don’t really care about. I really care about capturing that difference. And because there’s a machine working without, I can buy that machine and generate that cash flow and it’s also taking advantage of the vision. And then when we get to level four, this is where most advisors make the biggest mistake is, “I’ve won. I’m at level four. I’ve got tremendous wealth.” Okay, but I’m now looking at significance. And I do want to go, “It’s not enduring legacy I’m looking for. I’m looking for active legacy. I’m looking for family governance.” Do I want to continue to build it like Dan and I’m doing at 70? I’m building the business so I can continue doing it as long as I want to do it. At the same time, and I love the impact we have and I know you do too, Louis, for the impact you have. Why not build the platform that’s going to allow you to do that as long as you want to do that? And if you don’t want to do it, let’s create the most value to transfer. When you start having conversations like that with families, entrepreneur families, it just changes, and very few advisors can do that. And that’s what we’re finding. We have a coaching company, training company, we train those things. They’re winning, quite honestly, almost 100% of the time because entrepreneurs didn’t know that was available to them. Louis Diamond: Interesting. It seems like the difference between stage two in your pyramid, to leap to stage three or four, that seems like a pretty massive pivot point for valuation for building a scalable business, having a self-managing company, et cetera. Do you find or have you seen that advisors or entrepreneurs that are in stage two themselves, they kind of pattern-match when they’re working with their own clients and kind of manage their own clients into stage two, or is it not really connected? John Bowen: I think that once you get the bigger picture and see the greater game, you can help your clients. That is a very small percentage. Remember, it was only 5.4 of when we surveyed successful entrepreneurs were actually playing the greater game, all four levels, the 10 greater multipliers. So I think what we tend to do is we get stuck on what we can do. And all the training is for level one for financial advisors. We don’t know how to guide them through the other levels. And really, the big difference from two to three, Dan and I’ve talked about this a lot, and I think Dan’s one of the biggest champions of this, is collaboration, putting together strategic partnerships. It could be with your competitors. This is for entrepreneurs, competitors, it could be various vendor partnerships. But the ability to open up markets that way when you have now put together in level two your IP, value creation’s huge. For advisors, it’s putting together partnerships with centers of influence. When we survey top financial advisors, 70% of their best clients came through COI, Centers of Influence with accountants, attorneys, investment bankers, and so on. Well, let’s do it on purpose, be successful on purpose. Louis Diamond: Dan, question for you. In all your experience working with successful financial advisors, insurance producers, probably any entrepreneur, what do you feel are the most common things that folks do unintentionally to really hurt their enterprise value even long before, or if ever, they decide to sell their business? Dan Sullivan: Yeah, I think the biggest thing is they stay entirely within their industry. One of the first questions that we ask our entrepreneurs when they come into the program and where you see it most is in the professions: lawyers, accountants, engineers, architects. I’ll say, “Well, what is it that you are?” And they’ll say, “Well, I’m a lawyer. I’m a tax lawyer.” And I said, “Are you a tax lawyer or are you an entrepreneur who has a specialty in tax law?” Okay. It makes a big difference, because if you see yourself as a tax lawyer, then you’re saying that you’re a better paid factory worker. You’re a manual laborer. But if you’re an entrepreneur, it’s a fairly recent idea in human history. There’s always been entrepreneurs, but it wasn’t until about the beginning of the 1800s that you start seeing this really different class of people in the marketplace, who, it didn’t matter how they were born, they were taking advantage of some new multiplier technology. Steam power being a great example. Around 1800, steam power came on. And anybody who had a bright vision for themselves and had the wherewithal to figure out what needs could be satisfied with a new technology, all of a sudden they became rich. They became rich. And it was very disruptive, because up until then it was based on aristocracy and you were born into wealth or you were born into poverty. There was no crossover. So what we’re saying is anybody who comes into Strategic Coach, I said, “I’m not going to tell you anything about your particular industry.” I said, “You know all the best practice people in your industry and they have workshops and they have conferences and you go to them, but they don’t know how to be entrepreneurs. You know how to create a really well-paying job, but you haven’t created a company.” A company is a totally different realm and I would say the vast majority of entrepreneurs, 95% of entrepreneurs haven’t really created a company. They’ve just created a really well-paying job which requires their presence and their attendance. I said, “You don’t get any payout for your company. If you’re the company, you need to have a structure.” I’ll give you an example. We started the company in 1989, and we’re about 270 times what our first year revenues were, and that was a great year. I was very happy for the first year, but we’re about 270 times. Along the way, what I did is I created other coaches so it wasn’t just Dan, the coach. So we have 16 other coaches. And I’ll give you a little example. In 1994, that year our company did 144 workshop days, 36 per quarter. One coach: me. Last year we did 600 workshop days and I did 12. 588 were done by other coaches. And our coaches are great. They’re clients who have coaching instincts and they do it. So about four years ago, I met one of our clients who’s an M&A specialist, and I laid out all the facts just in conversation, “This is our revenues. We have no debt. It’s repeatable income, around 70% is repeatable for one year.” I put the whole structure together. And I said, “So right off the top, I don’t have any relatives on staff.” The first thing they look for, “Any relatives working for you?” And he gave me a number. It was a big number. It was probably four times revenue for that year. He said, “We got a lot of structures.” Then something happened in the marketplace, and this is a great breakthrough that the US Patent Office sometime in the last 10 years recognized that up until about 10 years ago, to get a patent, you had to have a technological component for what you were doing. Sometime in the last 10 years, the patent bureaus decided that the internet is the technological component. So they’ve introduced education and entertainment as patentable processes. So in the last three years, we’ve gotten 82 patents. 82 patents. And these are our thinking tools, Lifetime Extender, Free Focus and Buffer Days. You know the routine that you learn in the first three days, and we’ve got 82 of them. We’re averaging about 25. I get a new patent about every two weeks. So I saw this M&A specialist, and I said, “This has happened in the last three years.” And he said, “Immediately it doubles the valuation of your company.” So what John’s saying here, as you go through the four stages, more and more you get paid for your creativity, retail, you get paid for your retail. But if you structure it, you record it, you package it, it is even greater than what you got paid for your creativity. Louis Diamond: Super interesting personal anecdote, and I appreciate you sharing that because that definitely did drive the point home for me. I see the applicability to probably any industry, but especially to any financial advisor. Dan Sullivan: Oh, yeah. Louis Diamond: The best RIA firms, the best advisors, they pretty much all start off with a cult of personality founder who’s the rainmaker. And then the practices that really grow and scale and are valuable are more platforms. That’s what private equity wants to invest in. And those are the firms that get the higher multiples. Dan Sullivan: Yeah. So the big thing is there’s a really, really great IP lawyer. He’s in our program and he’s made the breakthrough, and he’s the first IP lawyer that doesn’t charge by the hour. He charges by the patent. If the IP lawyer charges by the hour, it’s a very slow patent. If he charges by the patent, it’s a very fast patent. But the big thing, he showed a slide that in just big corporations, 1980, you took big corp, Fortune 500, the S&P 500, more than 80% of their valuation was tangible. It was property, it was real estate, it was fleets, it was equipment. Last year, more than 80% were intangibles. It was your ideas, intellectual. If you look at Elon Musk, it’s all intellectual capital. If you look at Meta, you look at anything, it’s intellectual. It’s not tangibles. So we’ve entered into that new world and AI has introduced us to that new world. It’s new processes, new structures, new approaches and it’s really interesting. It’s hard for entrepreneurs to get their idea that your creativity is actually property. Louis Diamond: It sounds like the ultimate challenge for anyone listening is translate your process, your ideas, the stuff that you’re doing by instinct as you both had said, and turn it into something patentable or something repeatable that another advisor, another executive, another owner can pick up and deploy and scale. John Bowen: We share the process in chapter four. It’s the fourth greater multiplier. And we actually share Caldwell, the attorney that Dan’s talking about, his story and the value creation. He’s now the major player in that space. And this is where we as advisors, we’re given a twofer, Dan and Louis, is that you can help your clients, but you can do this yourself too. You’ve been involved in a number of large transactions. The difference, I had a $2 billion advisory practice I sold in ’98, and we sold for 16 times earnings. And a big part of it, we were in that blue ocean. We had agents that we created and strategic process that would run without me, and it did type thing. And it continued to grow and went for about 10 fold what I sold for a number of years later. This is something that’s very real. Louis Diamond: Absolutely. I got two more questions for you guys because I know you’re both busy. For an advisor who feels like they’ve won the growth game, they grow 10, 15, 20% per year, they’re charged up, they’re on the Barron’s list, the Forbes list, they’re hitting their AUM milestones, they built an amazing team, they have a family member in the business. They have everything that anyone could want. What does the next game look like for them? What’s the next frontier once you’ve achieved all those things that from the outside looking in, seems like you have it all? What’s the next game to play? John Bowen: Well, we’re going to both say The Greater Game, but the- Dan Sullivan: Well, tell them about the dashboard, John, because the book is just part of the deal here. It gives you the landscape. There’s a great tool that comes with the book. So tell them about the dashboard. John Bowen: Really what we wanted to do is to create kind of a community just around the book. Dan and I and team built a dashboard. We were very creative on naming, thegreatergamedashboard.com. You can go in and we’re now studying every month over 500 successful entrepreneurs. We have that data in here. You’ll be able to see how you compare at each of these stages, the four stages, the 10 multipliers. And you’re going to get specific recommendations. This is for entrepreneurs. But again, you should do it. If you’re a financial advisor, you have an equity ownership, you should definitely be doing it as well. And one of the things that we see over and over again, and Louis, you probably see this a lot in the conversations. They have advisors who have already won. They don’t know what the next game is. And it’s easy to check out at that point. It’s easy to frustrate the next generation of leaders and so on. If you take the time to really see what the opportunities are and architect to realize that vision, you can create, whether it’s selling the practice, creating tremendous value there or designing a role for yourself, maybe it’s executive chairman type for that business that you can guide it with the vision and what you’ve brought and strategy. But bring that team up. That’s going to create so much value, so much impact and you can design it for the life that you want. And that’s where I get very excited. Louis Diamond: I can hear the passion in your voice. Dan, let’s finish with you. Given all of your experience working with entrepreneurs, advisors, business owners, et cetera, what’s the one move that you’ve seen the most successful entrepreneurs in your orbit make that’s changed the trajectory of their firms and their life more than anything else? Dan Sullivan: I’ll answer it in a little roundabout way. Periodically, I have a thinking tool. I said, “If everything was taken away from you as an entrepreneur and they moved you 1,000 miles away, what’s the one thing that you would take with you? It has to be portable. So what is the most portable thing that you have that you would start over again with the greatest value that you had created previously? What would it be? And then you would rebuild what you’ve already created, but you would do it much faster. What would be the one thing?” It’s an interesting thought. But in our concept, it’s called unique ability, that there’s something about you, as an individual, that first of all gave you enough confidence to become an entrepreneur because it’s risky. It’s a risky proposition. It’s guessing and betting and it’s risky business and it’s unique ability. So the starting point for all growth in Strategic Coach is that there’s something about you that’s absolutely unique. You don’t have any competitors on this and it has two qualities. One is that you’re so good at it, you don’t take it seriously. You’ve done this since you were a child and it just comes to you naturally and you don’t see the significance of it. When you’re in Coach, you start seeing the significance of it. And the second thing is you just absolutely love doing it. It’s what you love doing most of all. It comes to you naturally. You don’t even have to think about it. And then you begin to realize that anything else you’re doing as the founder and the owner of your company, probably somebody else can do. So you’re doing 20 things, but really you should be doing three things. The other 17 things still need to be done but not by you. And that’s the breakthrough. You have to simplify in order to multiply. Louis Diamond: I absolutely love that. I know when I was in Coach, that was my biggest takeaway or realization was figuring out what my unique ability was because I think the two components,

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Todd Chanko: MSI, BBW, ADT, CRS Stand Out on Cash Flow & Dividend Strength

TD Ameritrade Network

Play Episode Listen Later Jun 9, 2026 9:55


Todd Chanko of Barron's Investor Circle outlines a strategy focused on free cash flow, dividend yield, and EPS growth over trend-driven sectors like AI. He highlights Motorola Solutions (MSI), Build-A-Bear Workshop (BBW), ADT (ADT), and Carpenter Technology (CRS) as strong, adaptable businesses. Chanko points to their cash generation, resilience, and niche positioning in a volatile market.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Barron's Live
Wanted: Global Companies with Transformational Growth

Barron's Live

Play Episode Listen Later Jun 8, 2026 47:00


Scottish money manager Baillie Gifford takes a long-term approach to investing in innovative companies with enormous growth potential. Mark Urquhart, head of the firm's Long Term Global Growth strategy, speaks with Barron's Senior Managing Editor Lauren Rublin and Senior Writer Paul R. La Monica about his favorite tech stocks, investing in China, the SpaceX IPO, and more. Learn more about your ad choices. Visit megaphone.fm/adchoices

First Things First With Dominique DiPrima
New York's Reparations Setback with "Elected Revolutionary" Charles Barron #FreedmenFridays

First Things First With Dominique DiPrima

Play Episode Listen Later Jun 8, 2026 40:23 Transcription Available


"elected Revolutionary" Charles Barron is a member of the original Black Panther Party, a longtime reparationist, and a former NYC city councilman. On this "FreedmenFriday segment Barron explains the multiple stall outs, challenges and the forward progress of New York's state and municipal reparations efforts.https://www.instagram.com/diprimaradio/

The Disciplined Investor
TDI Podcast: Risk Happens Fast (#976)

The Disciplined Investor

Play Episode Listen Later Jun 7, 2026 53:39


Buy in May and Let's Stay! Market concentration getting more concentrated. Eco reports – looking fresh. Looking into the Ratchet Trade with our Guest- IBKR's Chief Market Strategist – Steve Sosnick.   NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment) Steve is the Chief Strategist at Interactive Brokers.  He also serves as Head Trader of IBKR Securities Services, the firm's trading division (formerly known as Timber Hill), and is a Member of Interactive Brokers Group, the firm's holding company. Steve has held numerous roles in the organization since joining Timber Hill in 1995 as Equity Risk Manager and an options market maker.  He led the firm into Canada in 1998 and managed Timber Hill Canada throughout its existence.  Much of Steve's career was spent quietly developing and implementing algorithmic and electronic trading strategies for stocks and options before moving into a more visible role as Chief Options Strategist and later Chief Strategist. Steve has guest authored several columns in Barron's and made numerous live appearances on Bloomberg TV and Radio, CNBC. Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (MSFT), (AMZN), (SPY), (IWM), (RSP)

The Bulwark Podcast
Stephanie Ruhle: The Trump Family's Massive Side Hustle

The Bulwark Podcast

Play Episode Listen Later Jun 5, 2026 60:27


The corruption in the Trump administration is so shameless and so abundant that neither the media nor regular people can keep up. While Ivanka's purchase of a private “fixer-upper” island is getting a lot of attention (aside from infuriated Albanians), the private equity deals her husband is making while supposedly negotiating Middle East peace are not. Trump himself has never had so much money—including from the top businesses paying to play—that the corrupt generational wealth he's creating will even be around for Barron's great-grandkids to enjoy. Dems need to start connecting the dots now. Plus, Bill Cassidy is putting his future lobbying career ahead of the American people, no one should ever count Pelosi out, and Tim says Platner is looking like a risky choice.Stephanie Ruhle joins Tim Miller for the weekend pod.show notes Joe on Trump's stock trades  Tim on Cassidy protecting Trump's $1.8 fund  Tim's playlist

The Financial Exchange Show
SpaceX IPO Hype Meets a Hot Jobs Report

The Financial Exchange Show

Play Episode Listen Later Jun 5, 2026 38:29 Transcription Available


The strong May jobs report is pushing Treasury yields higher and adding pressure on the Federal Reserve, while weakness in major tech names is dragging the broader market lower despite more stocks rising than falling.Chuck Zodda and Mike Armstrong break down the market reaction to the latest jobs data, what higher yields could mean for the Fed's next move, and why the S&P 500 is becoming harder to read as a handful of mega-cap stocks dominate index performance. They also discuss S&P's decision not to change its index rules for SpaceX, what that means for investors ahead of the company's massive IPO, how GLP-1 weight loss drugs are affecting retail returns, and Paul LaMonica of Barron's joins the show to explain how retail investors may be able to access the SpaceX IPO.

WTFinance
The Powerful Elites Driving Hyperinflation, Gold Sounding the Alarm | Dr Mark Thornton

WTFinance

Play Episode Listen Later Jun 5, 2026 49:23


Interview recorded - 3rd of June, 2026On this episode of the WTFinance podcast I had the pleasure of welcoming on Dr Mark Thornton. Dr Mark Thornton is a Senior Fellow at the Mises Institute and a leading voice of the Austrian School of economics, author of The Skyscraper Curse. He is one of the few economists to have warned about the housing bubble well before 2008.During our conversation we spoke about his current view on the economy, Austrian Economic Theory, the FED's betrayal, what would fix the current situation, which assets to perform and more. I hope you enjoy!0:00 - Introduction2:06 - Current view of economy6:22 - Austrian Economic Theory11:50 - Wages going up?16:11 - Recent inflation23:00 - Kevin Warsh balance sheet28:36 - Solution35:30 - Which assets to perform?42:40 - One message to takeawayMark Thornton is a Senior Fellow at the Mises Institute, and was the Peterson-Luddy Chair in Austrian Economics from 2021-2023. He hosts two podcasts, Minor Issues and Unanimity, and serves as the Book Review Editor of the Quarterly Journal of Austrian Economics. His publications include The Economics of Prohibition (1991), Tariffs, Blockades, and Inflation: The Economics of the Civil War (2004), The Quotable Mises (2005), The Bastiat Collection (2007), An Essay on Economic Theory (2010), The Bastiat Reader (2014), and The Skyscraper Curse and How Austrian Economists Predicted Every Major Crisis of the Last Century (2018). [high-res photo]Dr. Thornton served as the editor of the Austrian Economics Newsletter and was a member of the Editorial Board of the Journal of Libertarian Studies and several other academic journals. He has served as a member of the graduate faculties of Auburn University and Columbus State University. He has also taught economics at Auburn University at Montgomery and Trinity University in Texas. Mark served as Assistant Superintendent of Banking and economic adviser to Governor Fob James of Alabama (1997-1999), and he was awarded the University Research Award at Columbus State University in 2002. He is a graduate of St. Bonaventure University and received his PhD in economics from Auburn University. In 2014, he debated in opposition to the “War on Drugs” at Oxford Union.Dr. Thornton has been featured in American Spectator, Barron's, Bloomberg, Christian Science Monitor, The Economist, Forbes, Investors' Business Daily, Le Monde, New York Post, New York Times, USA Today, Wall Street Journal, Economic Times (India), Financial Times (Norway), and Tejarat-e-Farda (Iran). He has also had regular multiple appearances on Russia Today and Press TVHis editorials and interviews have appeared in the following leading regional newspapers: Apple Daily (Hong Kong), Atlanta Constitution, Birmingham News, Business Alabama, Chicago Sun-Times, Houston Chronicle, Mobile Press Register, Minneapolis-St. Paul Star Tribune, Montgomery Advertiser, New York Post, Orange County Register, Richmond Times Dispatch, Tampa Tribune, and the Washington TimesHis commentary appears regularly in the Mises Daily and the Mises Wire. He also appears regularly on Boom-Bust, RT, Butler on Business, Tom Woods Show, Thom Hartmann Show, Scott Horton Show, Press TV and Freedom Works.Dr Mark Thornton - Misses Institute - https://mises.org/X - https://x.com/DrMarkThorntonWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

At Barron's
This Company Is On a Mission to 'Transform Aviation,' CEO Says

At Barron's

Play Episode Listen Later Jun 4, 2026 18:49


Kyle Clark, CEO of BETA Technologies, spoke about the company's electric vertical takeoff and landing, or eVTOL, aircraft in a conversation with Barron's editor at large Andy Serwer. Learn more about your ad choices. Visit megaphone.fm/adchoices

GREY Journal Daily News Podcast
What Does Broadcom's Selloff Signal For AI Budgets?

GREY Journal Daily News Podcast

Play Episode Listen Later Jun 4, 2026 1:25


Broadcom shares fell about 13 percent after reporting results and issuing a softer than expected AI chip outlook, according to Barron's. The company sits at the center of the AI stack with custom silicon, networking chips, and VMware software, making its guidance influential across data center planning. Investors are watching hyperscaler capex pacing from Amazon, Microsoft, Google, and Meta, along with supply constraints in high bandwidth memory and advanced packaging. The selloff tightened sentiment for peers such as Nvidia, AMD, Marvell Technology, Arista Networks, and Cisco Systems. Founders should reassess cloud capacity strategies, reserved instance commitments, and multicloud options as availability and pricing may shift. Upcoming earnings and capex updates from chipmakers and hyperscalers, plus supply signals from TSMC, SK Hynix, Samsung, and Micron, will shape the near term outlook.Learn more on this news by visiting us at: https://greyjournal.net/news/ Hosted on Acast. See acast.com/privacy for more information.

Documentales Sonoros
El caso de Jayme Closs

Documentales Sonoros

Play Episode Listen Later Jun 3, 2026 61:13


El secuestro de Jayme Closs ocurrió el 15 de octubre de 2018, cuando Jake Thomas Patterson secuestró a Jayme Lynn Closs, de trece años, de la casa de su familia en Barron, Wisconsin, alrededor de las 12:53 a. m. después de forzar la entrada y disparar mortalmente a su padre y a su madre.[1] Patterson llevó a Closs a una cabaña a unos 110 km en la zona rural de Gordon, Wisconsin

The Carl Nelson Show
Dr. James Taylor, Commissiong & Barron: Legacy, Reparations & Voting Rights

The Carl Nelson Show

Play Episode Listen Later Jun 2, 2026 193:02 Transcription Available


Renowned Black Politics expert Dr. James Taylor returns to our classroom, bringing invaluable insights and firsthand stories. Dr. Taylor will illuminate the remarkable legacy of the late attorney Clarence Jones—a key confidant to Dr. Martin Luther King Jr., contributor to the iconic ‘I Have a Dream’ speech, and courageous publisher and advocate for civil rights. Hear about Attorney Jones’s pivotal role in history, including his daring efforts to share Dr. King’s ‘Letter from a Birmingham Jail.’ Before Dr. Taylor’s engaging talk, you’ll meet His Excellency, High Commissioner David Commissiong, who will provide an exclusive update on the urgent Caribbean Reparations movement and reveal key developments within CARICOM, the Caribbean’s leading economic alliance. The session opens with former NY lawmaker Charles Barron, who will break down how recent Supreme Court decisions are reshaping Voting Rights, and share essential updates on the challenges facing the Sahel Nations. Seize this chance to learn from leaders at the forefront of justice, history, and global change—your presence will make a differenceSee omnystudio.com/listener for privacy information.

The Strategy Skills Podcast: Management Consulting | Strategy, Operations & Implementation | Critical Thinking
657: Adjunct Professor at Cornell University, Cheryl Strauss Einhorn, on Critical Thinking vs. AI

The Strategy Skills Podcast: Management Consulting | Strategy, Operations & Implementation | Critical Thinking

Play Episode Listen Later Jun 1, 2026 48:52


In this conversation with Cheryl Strauss Einhorn, the discussion examines what happens to judgment and critical thinking as AI becomes embedded in daily decision-making. Drawing on her background as an investigative journalist at Barron's, Einhorn explains how questioning assumptions and searching for disconfirming evidence shaped the development of her AREA Method for decision-making. She argues that AI should not be treated as an authority, but as a tool that requires active scrutiny and human judgment. Several points throughout the discussion: Use AI to challenge assumptions, not simply confirm them Ask for opposing viewpoints and missing evidence when using AI Verify citations and sources carefully, as hallucinations remain common Build expertise deeply enough to recognize flawed outputs Clarify the problem and your priorities before using the tool Treat discomfort in decision-making as part of serious thinking, not something to avoid The conversation also explores the growing risk of overreliance on AI, particularly among professionals who may begin outsourcing too much of their reasoning process. Einhorn argues that decision-making, contextual judgment, stakeholder awareness, and critical thinking will become more valuable as AI systems grow more capable. At its core, the episode is less about technology than about preserving independent thought. The central question is not whether AI will become more powerful, but whether people will continue exercising the skills required to think clearly, question effectively, and make decisions with conviction. Get Cheryl's book, The Human Edge, here: https://tinyurl.com/3h6k5wre Claim your free gift: Free gift #1 McKinsey & BCG winning resume www.FIRMSconsulting.com/resumePDF Free gift #2 Breakthrough Decisions Guide with 25 AI Prompts www.FIRMSconsulting.com/decisions Free gift #3 Five Reasons Why People Ignore Somebody www.FIRMSconsulting.com/owntheroom Free gift #4 Access episode 1 from Build a Consulting Firm, Level 1 www.FIRMSconsulting.com/build Free gift #5 The Overall Approach used in well-managed strategy studies www.FIRMSconsulting.com/OverallApproach Free gift #6 Get a copy of Nine Leaders in Action, a book we co-authored with some of our clients: www.FIRMSconsulting.com/gift

Barron's Live
Get Ready for a Red Hot IPO Summer

Barron's Live

Play Episode Listen Later Jun 1, 2026 45:21


SpaceX filed on May 20 for an initial public offering of stock that could value the Elon Musk-led company at more than $2 trillion. Other IPOs, Anthropic, OpenAI, DataBricks, and Stripe, could be coming soon. Barron's Senior Managing Editor Lauren R. Rublin talks with Associate Editor Al Root and Reporter Nate Wolf about the SpaceX deal, the IPO outlook, and what a flood of new issues could mean for the broader stock market. Learn more about your ad choices. Visit megaphone.fm/adchoices

BardsFM
Ep4130_BardsFM - The Wedding At Little Pipe Clay That No One Is Talking About

BardsFM

Play Episode Listen Later May 28, 2026 74:20


Don Trump Jr just married Bettina Anderson on May 21, with a ceremony at a private island called Little Pipe Clay in the Bahamas on May 23. Bettina's family was there, Don's siblings where there but absent was President Trump, Melania and Barron. The event was a blip on the news cycle.  In the circles of the elites nothing is coincidence. And once I started digging on this rabbit hole, I was left with more questions than answers.  #BardsFM #LittlePipeClay #EmpireBuilding Bards Nation Health Store: www.bardsnationhealth.com MYPillow promo code: BARDS >> Go to https://www.mypillow.com/bards and use the promo code BARDS or... Call 1-800-975-2939.  EMPShield protect your vehicles and home. Promo code BARDS: Click here Treadlite Broadforks...best garden tool EVER. Promo code BARDS26: TreadliteBroadforks.com EnviroKlenz Air Purification, promo code BARDS to save 10%: www.enviroklenz.com Morning Intro Music Provided by Brian Kahanek: www.briankahanek.com Founders Bible 20% discount code: BARDS >>> TheFoundersBible.com Windblown Media 20% Discount with promo code BARDS: windblownmedia.com White Oak Pastures Grassfed Meats, Get $20 off any order $150 or more. Promo Code BARDS: www.whiteoakpastures.com/BARDS Mission Darkness Faraday Bags and RF Shielding. Promo code BARDS: Click here If you wish to support this podcast directly you can donate here... DONATE: Click here Mailing Address: Xpedition Cafe, LLC Attn. Scott Kesterson 591 E Central Ave, #740 Sutherlin, OR  97479

At Barron's
This HVAC CEO Says 'It's OK to Disrupt Yourself'

At Barron's

Play Episode Listen Later May 28, 2026 23:55


Dave Regnery, CEO of the HVAC company Trane Technologies, spoke to Barron's editor at large Andy Serwer for a wide-ranging conversation about data centers, sustainability, and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices

ceo hvac disrupt barron trane technologies andy serwer
Furever Friends – Quicksie 98.3
Furever Friends #395

Furever Friends – Quicksie 98.3

Play Episode Listen Later May 27, 2026 1:59


This week we meet Barron, a 6 year old black and white Border Collie weighing 58 pounds, and Rusty, a 2 year old brown brindle…

Phantoms & Monsters Radio
UNEXPLAINED WISCONSIN: Winged Anomalies, Strange Humanoids & Cryptid Beasts

Phantoms & Monsters Radio

Play Episode Listen Later May 23, 2026 64:54


Wisconsin is known for its forests, lakes, farmland, old mining towns, rural highways, and quiet communities. But beneath that familiar landscape are reports of terrifying encounters with winged anomalies, strange humanoids, invisible entities, black-eyed children, cryptid beasts, and other unexplained phenomena.In this episode of Phantoms & Monsters Radio, we examine a series of disturbing Wisconsin cases, including a terrifying road encounter near Lake Geneva, the legendary Mineral Point Vampire, a winged humanoid seen at the Wisconsin State Fair, a possible angelic intervention in Madison, a Glimmer Man encounter near Sturgeon Bay, a demon-like animal south of Barron, the Man-Bat of Briggs Road near La Crosse, black-eyed children near Milwaukee, a massive figure in Kettle Moraine, and a flying witch-like being near Darien.These reports suggest that Wisconsin may be a corridor of roadside high-strangeness, where witnesses encounter something at the edge of headlights, tree lines, bridges, cemeteries, fairgrounds, and lonely roads.Are these misidentified animals, folklore brought into the modern age, unknown cryptids, interdimensional intrusions, or something even stranger?Join us as we investigate UNEXPLAINED WISCONSIN.Please like, share, comment, and subscribe to Phantoms & Monsters Radio for more eyewitness accounts, investigations, and unexplained case files.

Phantoms & Monsters Radio
UNEXPLAINED WISCONSIN: Winged Anomalies, Strange Humanoids & Cryptid Beasts

Phantoms & Monsters Radio

Play Episode Listen Later May 23, 2026 64:42


Wisconsin is known for its forests, lakes, farmland, old mining towns, rural highways, and quiet communities. But beneath that familiar landscape are reports of terrifying encounters with winged anomalies, strange humanoids, invisible entities, black-eyed children, cryptid beasts, and other unexplained phenomena.In this episode of Phantoms & Monsters Radio, we examine a series of disturbing Wisconsin cases, including a terrifying road encounter near Lake Geneva, the legendary Mineral Point Vampire, a winged humanoid seen at the Wisconsin State Fair, a possible angelic intervention in Madison, a Glimmer Man encounter near Sturgeon Bay, a demon-like animal south of Barron, the Man-Bat of Briggs Road near La Crosse, black-eyed children near Milwaukee, a massive figure in Kettle Moraine, and a flying witch-like being near Darien.These reports suggest that Wisconsin may be a corridor of roadside high-strangeness, where witnesses encounter something at the edge of headlights, tree lines, bridges, cemeteries, fairgrounds, and lonely roads.Are these misidentified animals, folklore brought into the modern age, unknown cryptids, interdimensional intrusions, or something even stranger?Join us as we investigate UNEXPLAINED WISCONSIN.Please like, share, comment, and subscribe to Phantoms & Monsters Radio for more eyewitness accounts, investigations, and unexplained case files.

Clare FM - Podcasts
Shannon Author Releases New Book On Tractor Pioneer Harry Ferguson

Clare FM - Podcasts

Play Episode Listen Later May 22, 2026 8:24


A retired Shannon businessman has brought the remarkable story of one of Ireland's most influential inventors to life in a new publication. John Barron, a former chemical metrologist and long-time collector, has written a book exploring the life and legacy of Harry Ferguson—from his early days as a pilot and racing enthusiast to his groundbreaking work in tractor and farm machinery design. Barron, founder of Vintage Ferguson, has spent over 30 years researching and preserving Ferguson's history, building one of Ireland's most extensive private collections of Ferguson and Massey Ferguson equipment and memorabilia. John joined Derrick Lynch on Friday's Morning Focus.

FOXCast
Helping Families Purposefully Navigate Their Multigenerational Journey with Valerie Galinskaya

FOXCast

Play Episode Listen Later May 21, 2026 29:16


Today, I'm excited to speak with Valerie Galinskaya, Managing Director and Head of the Merrill Center for Family Wealth®. She works with ultra-high net worth families to help empower them to be purposeful about the impact of their wealth on themselves, their families, and their communities. Her insights have been featured in leading publications and outlets such as The Wall Street Journal, The New York Times, Barron's, Bloomberg, Yahoo! Finance and CNBC. Valerie rejoined Merrill in 2014 after serving as Project Leader at the Boston Consulting Group (BCG) in New York. She was a 2025 ThinkAdvisor Luminaries Thought Leader of the Year, a 2025 InvestmentNews Women to Watch Financial Literacy Champion Finalist, a Crain's New York Business 40 Under 40 Honoree and a 2024 WealthBriefing Outstanding Contribution to Wealth for Good Initiatives Winner. She is a member of the Forbes Finance Council, Purposeful Planning Institute, Family Firm Institute and Collaboration for Family Flourishing. Valerie enjoys volunteering to encourage education and financial literacy, supporting the efforts of Public Education Needs Civic Involvement in Learning (PENCIL) and serving as former Associate Board Member of City Year New York. Valerie works with many families, and especially with the younger rising-gen members of these families. She tells us about some of the top goals and anxieties she encounters among families and their rising future generations. She then, delves into some of the external themes and trends that, in her experience, are impacting families most today. Throughout Valerie's years of work with enterprising multigenerational families, she has witnessed many who have struggled and many who have flourished. She outlines the most common and impactful areas of best practices that she has identified among the most successful families she has worked with. Valerie wraps up by offering her practical advice and tips for family members looking to navigate their collective enterprise journey. She also provides valuable suggestions and tips for family office executives and external advisors serving families. Do not miss this engaging conversation with a leading practitioner and thought leader in the family wealth advisory space.

BTN with Ethan Heisler
BANK TREASURERS TELL NO TAILS

BTN with Ethan Heisler

Play Episode Listen Later May 21, 2026 57:14


Tune in to this month's episode of the Bank Treasury Murder Mystery series to help solve the case of a dead bank treasurer, a Treasury bond, and an empty safe. On February 22, 1878, J.W. Barron went to work and never came home when bank robbers hit the Dexter Savings Bank in Maine. Join your co-hosts, Janet and Sheila, as they piece together what happened that day in the late afternoon and connect the post-Civil War bank-treasury landscape, a Gilded Age of depressions, bank runs, panics, gold rushes, greenbacks, and bank notes, to today's era of the K-shaped economy and the stablecoin. Subscribe to The Bank Treasury Newsletter and Podcast at thebanktreasurynewsletter.com for professional Insights and commentary on bank treasury issues, investment portfolio strategy, and more. Listen on Apple Podcasts,Spotify, and Amazon. Follow us on LinkedIn.

At Barron's
Why You Might Miss Big Opportunities With Passive Investing, CEO Says

At Barron's

Play Episode Listen Later May 21, 2026 24:50


Tim Campbell, CEO of Baillie Gifford, spoke to Barron's editor at large Andy Serwer. This interview was filmed on May 12, 2026. Learn more about your ad choices. Visit megaphone.fm/adchoices

Central Texas Living with Ann Harder
The Ann Harder Show - Fireflies on the Fairway festival's Tiffany Barron + musician Mike Butler

Central Texas Living with Ann Harder

Play Episode Listen Later May 21, 2026 60:00


Ann speaks with Tiffany Barron (of the Hillsboro Special Projects Department) about the "Fireflies on the Fairway" festival, which celebrates how the rare firefly species, "Photinus dimissus", has made a home at the Hillsboro Country Club. Features musical performances by Mike Butler.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Adventures In Vinyl
Pearl Jam - Ten

Adventures In Vinyl

Play Episode Listen Later May 21, 2026 39:33 Transcription Available


On this episode of Adventures in Vinyl, Adam and I head back to 1991 to take on one of the most important debut albums of the entire grunge era. This week we are covering Ten by Pearl Jam — an album that helped define the sound of the early ‘90s and launched one of the biggest rock bands of the modern era. Released on August 27, 1991, Ten was Pearl Jam's debut album and would go on to become their biggest commercial release. Song of the Week!Would? - Alice In Chains - DirtNobody's Hero - The MenzingersStump the Barron!Uncontrollable Urge – Devo – Q: Are We Not Men? A: We Are Devo!Pearl Jam - TenGenre: Grunge / Alternative Rock / Hard RockReleased: August 27, 1991Label: Epic RecordsLength: 53:20# of Tracks: 11Produced by: Rick Parashar and Pearl Jam

Transparency with Diana B
The Healthy Advisor: When Pressure, Setbacks and Life Transitions Collide With Terri Kallsen

Transparency with Diana B

Play Episode Listen Later May 20, 2026 38:35


Terri Kallsen has had an outstanding career in financial services over the last 30 years. During her tenure at Charles Schwab, she led 7,000 employees and managed $1.6 trillion in assets, played a key role in transforming Wealth Enhancement Group as COO and over the last two years, she has been instrumental in building Rise Growth Partners, the RIA investing company started by former United Capital CEO Joe Duran. And this year, she's serving as chair of the CFP Board, a huge undertaking. Terri has done this all while raising three children, moving three times and being a mentor to many women and young professionals in the industry. The path was not always easy. Through it all, running has been a constant for Terri, and a form of therapy through stressful times. She has completed 21 marathons, 50 half-marathons and numerous triathlons, and she brings the same endurance, discipline and vision from the course to her approach in wealth management. In this episode of The Healthy Advisor, host Diana Britton interviews Terri Kallsen, managing partner and head of partnerships at Rise Growth Partners and chair of the CFP Board, about her journey through leadership, ethical crossroads, and personal resilience. Terri reflects on integrity, fiduciary duty and building a career aligned with her true north. She discusses: Balancing executive leadership, motherhood and earning the CFP through intense life transitions Choosing integrity over trends when fiduciary concerns conflicted with firm strategy Building a wealth management culture grounded in planning, ethics and client focus Using marathon training to develop discipline, resilience and long-term thinking Finding clarity by defining your true north during high-pressure career moments Resources: Listen to The Healthy Advisor on Wealth Management Subscribe and listen to The Healthy Advisor on Apple Podcasts Subscribe and listen to The Healthy Advisor on Spotify Connect With Terri Kallsen: LinkedIn: Terri Kallsen Website: Rise Growth Partners Website: CFP Board Terri@risegrowth.com  Connect with Wealth Management: Wealth Management LinkedIn: Diana Britton diana.britton@informa.com LinkedIn: Informa LinkedIn: Wealth Management About Our Guest: Terri Kallsen, CFP, is an accomplished wealth management executive known for leading strategic initiatives and driving innovative solutions across both large institutions and rapidly growing RIAs. As Managing Partner and Head of Partnerships at Rise Growth Partners, a minority investor and strategic advisor to leading firms, she leads enterprise transformation for partner firms—supporting strategic planning, organic growth initiatives, client experience innovation, and platform and performance reporting enhancements.  Before joining Rise, she served as Chief Operating Officer at Wealth Enhancement Group (WEG), where she oversaw advisor teams, platform and digital strategy, high-net-worth offerings, and trust services. Prior to WEG, she was Executive Vice President of Investor Services at Charles Schwab, where she led 7,000 employees and $1.6 trillion in assets under management.  Known for her innovative thinking and commitment to advisor advocacy, Terri is a respected speaker and writer who has been featured in Bloomberg, The Wall Street Journal, Barron's, MSNBC, CNN, and other leading outlets.  She has been recognized numerous times for her dedication to mentorship, empowering women in the workplace, and advisor advocacy: – San Francisco's Financial Woman of the Year in 2019 – InvestmentNews Women to Watch 2024 Female Trailblazer of the Year Finalist – Named by Financial Planning as one of 20 People who will shape wealth management in 2025 – InvestmentNews Top Financial Professionals in the US | Hot List 2025 Terri currently serves as Chair of the CFP Board of Directors. She also sits on the Hollins University Board of Trustees.  She earned a Bachelor of Science degree from College of Saint Benedict/Saint John's University in Minnesota and a Master of Science degree from the University of Wisconsin-Oshkosh. Terri earned her CFP certification in 2005 and is also a Certified Wealth Strategist. She received her Finance CFO Certificate at the University of Chicago Executive Education Program.

The Cam & Otis Show
Psychology of Scaling, Why Leaders Block Growth - Dr. Jon Randall | 10x Your Team Ep #477

The Cam & Otis Show

Play Episode Listen Later May 18, 2026 47:26


Dr. Jon Randall reveals why most entrepreneurs cannot help their team build wealth until they secure their own foundation first.If scaling feels harder than it should, this episode will shift how you see growth. Dr. Jon Randall, business scaling expert and founder of @xfacoach eXtraordinary Financial Advisors, breaks down the hidden constraints that keep entrepreneurs stuck, starting with capacity. He explains why growth is not just about working harder, knowing your numbers, or hiring more people. It is about identifying the real bottleneck, understanding what can truly scale, and building a business that no longer depends on the founder for everything.In this episode, you will discover:• Why entrepreneurs must “get theirs” first before they can truly help their team build wealth• The #1 constraint blocking growth: capacity• How to identify what is scalable versus what requires your unique genius• Why numbers alone are not enough without the story behind them• How leaders who celebrate team wins create stronger culture• Why entrepreneurs often ignore red flags and keep pressing forward• How Dr. Jon's scaling workshops help business owners find constraints in just 3 to 4 hours• What his journey from financial advisor to scaling consultant taught him about building sustainable businessesJon Randall is the founder of eXtraordinary Financial Advisors, a coaching and consulting firm helping growth-minded financial advisors scale faster, smarter, and with greater confidence. With over 25 years of industry experience, Jon helps firms eliminate bottlenecks, optimize client bases, build scalable advisor teams, and think more like CEOs. His clients include Barron's Top 100 advisors, Hall of Famers, and some of the fastest-growing RIAs in the country.Chapters include capacity constraints, understanding business numbers, entrepreneurial wealth psychology, team culture, and Jon's half-day scaling workshops.Connect with Dr. Jon Randall:https://www.xfa.coach/linkedin.com/in/jonrandallcmc/https://www.linkedin.com/company/xfa-coach/https://www.facebook.com/XFA.COACHhttps://www.instagram.com/xfa.coachhttps://www.youtube.com/@xfacoach

Breaking the Silence with Dr. Gregory Williams
Breaking the Silence, May 17, 2026

Breaking the Silence with Dr. Gregory Williams

Play Episode Listen Later May 18, 2026 58:30 Transcription Available


Breaking The Silence with Dr Gregory Williams Staying Calm in Crisis: Faith, Discernment, and a Family's Emergency with Baby Baron Guests, Blake and Veronika Bristow Joined by this week's special guests: Blake and Veronika Bristow Blake and Veronika will be sharing their personal story that happened to them and their son, Barron just a week or so ago. You will NOT want to miss this very special interview and hear how Hope, Faith and Prayer latterly saves lives. Opening the Conversation on Calm Under Pressure In this episode of Breaking the Silence, Dr. Gregory Williams opens from Houston, Texas, and introduces the evening as a powerful, fresh story involving personal friends from his church community. He explains that the episode will focus on how people respond when something frightening and unexpected happens, especially in moments they cannot control. Before bringing on his guests, Dr. Williams frames the discussion around stress, family emergencies, and the importance of remaining calm enough to think clearly. He cites Proverbs 14:29 and describes calmness not as weakness, but as “wisdom under pressure.” Introducing Blake, Veronica, and Their Family Dr. Williams welcomes Blake and Veronica Bristow, who join the program with their baby son, Baron. They introduce themselves as a family from Pearland, Texas, with Blake working as an elevator mechanic and Veronica as a hairdresser, stay-at-home mother, and full-time mom. They also share that they have four children, including their older children and baby Baron, and that they are members of Faith. Dr. Williams explains that the story centers on Baron and on a frightening medical emergency that had happened only days earlier. Veronica's Motherly Discernment Veronica explains that the emergency began on a Thursday, when one of their children, Freddie, was preparing for his final school band concert. Baron had been teething and fussy, so Veronica decided not to attend the concert and instead stayed home with him. She noticed that Baron was acting unusually still and cuddly, which stood out because he normally did not lay his head on her that way. Then, after a small movement and a comment from her mother that he was staring straight at her, Veronica turned him over and saw that he looked catatonic, unresponsive, and unlike himself. She immediately sensed something was wrong and believed he was having a seizure. Blake's Response and the Drive to Emergency Care Blake recalls that he had just come home from work and heard Veronica say Baron's name in a tone that was different from normal. As a husband and father, he recognized the desperation in her voice and immediately responded. Veronica did not want him to stop and analyze the situation because she feared he might freeze or collapse emotionally, so she urged him to start the car and get them moving. The drive to emergency care was intense, with construction, traffic, lights, and hazards in the way, but Blake drove quickly and decisively while Veronica held Baron in the back seat. They describe reaching the emergency room in roughly half the normal time, with no one waiting when they arrived. Prayer, Surrender, and Peace in the Emergency Room Once medical staff began treating Baron, the situation shifted from panic into prayer. Blake describes falling to his knees beside the bed, holding Baron, and surrendering the child to God. He says he prayed for God's will and stood on the promises of Scripture, especially the belief that God is faithful and present in crisis. Veronica says she expected Blake to fall apart, but instead saw a calm and spiritual steadiness in him that deeply affected her. She describes the peace they experienced as the “peace that surpasses all understanding,” saying that even though they were worried, they knew Baron was in the right place and surrounded by prayer from family, church members, and friends. Trusting God Through the Crisis By the end of the episode, Blake and Veronica reflect on what the experience taught them. Veronica emphasizes the importance of listening to discernment, even when the signal seems small, and jokingly adds that wives should let their husbands drive in emergencies. Blake focuses on God's faithfulness, saying that God is always present, keeps His promises, and wants people to turn back to Him. Dr. Williams closes by calling the interview one of his favorites because of the family's honesty, faith, and the clear way the story points back to trusting Jesus. He encourages listeners to lean into God, no matter what crisis they may face.

Barron's Live
Making the Most of Market Dislocations

Barron's Live

Play Episode Listen Later May 18, 2026 44:29


J.P. Morgan Private Bank published its Mid-Year Outlook on May 11, focusing on the investment implications of global fragmentation, sticky inflation, and the AI supercycle. Stephen Parker, managing director and co-head of global investment strategy at the Private Bank, joins Barron's Senior Managing Editor Lauren R. Rublin and Senior Writer Paul R. La Monica to discuss the firm's market outlook and the report's highlights. Learn more about your ad choices. Visit megaphone.fm/adchoices

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At Barron's
Nasdaq CEO Adena Friedman on the Future of 23-5 Trading

At Barron's

Play Episode Listen Later May 18, 2026 24:45


Adena Friedman, CEO of Nasdaq, spoke to Barron's editor at large Andy Serwer about the changes coming to financial markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

ceo trading nasdaq barron adena friedman andy serwer nasdaq ceo adena friedman
Trending In Education
Smarter Decision-Making in the Age of AI with Cheryl Strauss Einhorn, Author of The Human Edge

Trending In Education

Play Episode Listen Later May 15, 2026 42:28


Cheryl Strauss Einhorn joins Mike Palmer to discuss her latest book, The Human Edge: Smarter Decisions in the Age of AI. As the founder of Decisive and a former investigative journalist for Barron's, Cheryl brings a unique perspective to the world of problem solving. Her career shift from reporting on corporate scandals to teaching at Columbia University stems from a desire to move beyond simple awareness of cognitive biases and toward a system that actively counters them. The conversation centers on the AREA method, a decision making framework designed to manage the mental shortcuts that often lead us astray. Cheryl explains how her method separates research into distinct phases: Absolute, Relative, Exploration, Exploitation, and Analysis. By slowing down to evaluate information from multiple perspectives, decision makers can gain the conviction needed to act in high stakes environments. The Human Edge focuses specifically on how humans can remain the chief deciders while using AI as a cognitive sidecar. Cheryl notes that while AI provides speed and vast amounts of data, it lacks personal context and an understanding of human consequences. She warns against AI sycophancy, where tools mirror our own preferences back to us and narrow our worldview. To combat this, she introduces the concept of the cheetah pause, a deliberate deceleration that allows for the agility and maneuverability required to navigate complex problems. Mike and Cheryl also explore the role of AI in education and the workplace. They discuss using AI for perspective taking through role play, conducting pre-mortems to identify potential failures, and the importance of teaching decision science as a core competency in schools. The episode concludes with a reminder that our decisions define our future, and maintaining human agency is essential as we integrate powerful new technologies into our lives. Time Stamps: 00:00 - Introduction and professional origin story 03:50 - Transitioning from journalism to decision science 05:30 - Overview of The Human Edge and making decisions with AI 08:20 - Breaking down the AREA method 12:30 - Pre-mortems and the analysis of failure 15:45 - The risks of AI framing and the lack of human context 18:45 - Navigating research fire hoses and AI sycophancy 23:15 - Credibility, hallucinations, and the ROI of AI training 26:30 - The Cheetah Pause: finding agility through deceleration 31:10 - Using AI for perspective taking and agentic workflows 35:30 - AI as a safe space for learning and post-mortems 38:40 - Integrating decision making into the education system 40:50 - Closing thoughts: becoming the chief decider Links: The Human Edge: Smarter Decisions in the Age of AI: https://www.amazon.com/Human-Edge-Smarter-Decisions-Age/dp/1119931313 Decisive: https://www.areamethod.com/ Problem-Solver Type Quiz: https://www.areamethod.com/quiz/ Subscribe to Trending in Ed wherever you get your podcasts so you never miss an episode like this one. Visit us at Trending in Ed for more.

The Secret Teachings
Is President Trump a time traveler or is Ingersoll Lockwood? (BEST OF TST 7/23/24)

The Secret Teachings

Play Episode Listen Later May 15, 2026 112:08 Transcription Available


BEST OF: After the failed assassination attempt of a former President, it seems like every single group completely lost their mind and connection to reality. Some even suggest that the inch separating him from death actually changed or split our timeline. This brings us to the fascinating works of Ingersoll Lockwood, a 19th-century author who wrote about a character named Baron Troomp. This Barron (like Baron) had a mentor named Don, a strange connection to Russia, german ancestory, a Troomp Castle or Tower, and in the final novel a candidate is unexpectedly elected to President causing New York to explode into riots with a leftist mob marching on 5th Avenue where Trump Tower is today. These motifs have people wondering if Trump, or maybe Lockwood, is a time traveler, especially since Trump's uncle handled the papers of Nikola Tesla who also lived in New York at the same time as Lockwood. Considering the seeming predictions of the Simpsons and Back to the Future II, not to mention a Marge Simpson coffin recently found dating to 3,000 years ago in Egypt, the story seems to get every stranger. *The is the FREE archive, which includes advertisements. If you want an ad-free experience, you can subscribe below underneath the show description.

Brute Strength Podcast
The Future of CrossFit, HYROX, and Fitness Sports With Snorri Barron | Brute Training Podcast

Brute Strength Podcast

Play Episode Listen Later May 15, 2026 52:30


This week on the Brute Training Podcast, we sit down with Snorri Baron, founder of Bakland Management and one of the leading athlete managers in CrossFit and HYROX.Snorri has worked with athletes like Sara Sigmundsdottir, BKG, Emma Lawson, Lucy McGonigle, Ricky Garard, and many more while helping shape sponsorships, athlete brands, and careers behind the scenes.In this episode, we talk about:• How sponsorship deals work in CrossFit• Why HYROX is growing so quickly• What brands are looking for from athletes• The reality of trying to make a living in fitness sports• The future of CrossFit competitions• Advice for young athletes chasing the GamesIf you're a CrossFitter, coach, competitor, or fan of the sport, this one gives a real look into the business side that most people never hear about.Drop a comment with your biggest takeaway and let us know who you want to see on the podcast next.

Rio Bravo qWeek
Episode 224: Community Health Workers

Rio Bravo qWeek

Play Episode Listen Later May 15, 2026 24:18


Episode 224: Community Health Workers Dr. Arreaza: Today we will discuss a topic that, frankly, every single person listening, whether you're a medical student, a resident, a nurse, a family doctor, or any primary care provider, needs to really understand. We're talking about community health workers (CHWs). We are joined by our stellar medical student; you may be familiar with her voice from previous episodes about insomnia. Moira, welcome, please introduce yourself.  Moira: I want to be upfront about why Community Health Workers matter to you specifically. If you've ever felt frustrated that your patient with uncontrolled diabetes keeps missing appointments because they can't get a ride, or that your heart failure patient was readmitted because nobody checked whether they could afford their medications, then you already understand the problem that CHWs are designed to solve. Dr. Arreaza: We're going to give you the definition of a CHW, the evidence behind their effectiveness, how they fit into your care team, the return on investment, and practical steps for integrating them into your practice. We have pulled information from a lot of peer-reviewed sources, and we want to share them with you. So, Moira, let's start with the basics. What exactly is a community health worker? Moira: Great question, and it's one that even literature struggles with, because there are so many titles for this role. Community Health Worker is an umbrella term that encompasses more than 20 different titles including outreach workers, promotores or promotoras de salud, community health representatives, lay health workers, peer educators, patient navigators, and many more. The American Public Health Association defines CHWs as frontline public health workers who are trusted members of or have an unusually close understanding of the communities they serve. Arreaza: And that trust is so important in health care. CHWs are not physicians. They are not nurses. They do not diagnose or prescribe. But they are like a bridge connecting the medical environment, social services, and the community to reduce gaps in healthcare delivery.  Moira: Exactly. In the United States, the role was formally recognized in the 2010 Patient Protection and Affordable Care Act, which includes several sections highlighting the key roles CHWs play in achieving important goals of healthcare. ________________ References:  Aguerrebere, M., Rodríguez-Cuevas, F. G., Flores, H., Arrieta, J., & Raviola, G. (2019). Providing Mental Health Care in Primary Care Centers in LMICs. Innovations in Global Mental Health, 1–22. https://doi.org/10.1007/978-3-319-70134-9_95-1 Allen, L. N., Rasanathan, K., Mash, R., Uribe, M. V., Martinez-Bianchi, V., & Kidd, M. (2025). Models of Global Primary Care Post-2030. The Lancet Primary Care, 1(3), 100027. https://doi.org/10.1016/j.lanprc.2025.100027 Babagoli, M. A., Nieto-Martínez, R., González-Rivas, J. P., Sivaramakrishnan, K., & Mechanick, J. I. (2021). Roles for Community Health Workers in Diabetes Prevention and Management in Low- And Middle-Income Countries. Cadernos De Saúde Pública, 37(10). https://doi.org/10.1590/0102-311x00287120 Balasubramanya, B., Isaac, R., Philip, S., Prashanth, H. R., Abraham, P., Poobalan, A., Thomas, N., Jeyaseelan, L., Mammen, J., Devarasetty, P., & John, O. (2020). Task Shifting to Frontline Community Health Workers for Improved Diabetes Care in Low-Resource Settings in India: A Phase II Non-Randomized Controlled Clinical Trial. Journal of Global Health Reports, 4. https://doi.org/10.29392/001c.17609 Battaglia, T. A., Zhang, X., Dwyer, A. J., Rush, C. H., & Paskett, E. D. (2022). Change Agents in the Oncology Workforce: Let's Be Clear About Community Health Workers and Patient Navigators. Cancer, 128(S13), 2664–2668. https://doi.org/10.1002/cncr.34194 Das, S., Grant, L., & Fernandes, G. (2023). Task Shifting Healthcare Services in the Post-Covid World: A Scoping Review. PLOS Global Public Health, 3(12), e0001712. https://doi.org/10.1371/journal.pgph.0001712 Dodd, R., Palagyi, A., Jan, S., Abdel-All, M., Nambiar, D., Madhira, P., Balane, C., Tian, M., Joshi, R., Abimbola, S., & Peiris, D. (2019). Organisation of Primary Health Care Systems in Low- And Middle-Income Countries: Review of Evidence on What Works and Why in the Asia-Pacific Region. BMJ Global Health, 4(Suppl 8), e001487. https://doi.org/10.1136/bmjgh-2019-001487 Huang, W., Long, H., Li, J., Tao, S., Zheng, P., Tang, S., & Abdullah, A. S. (2018). Delivery of Public Health Services by Community Health Workers (CHWs) in Primary Health Care Settings in China: A Systematic Review (1996–2016). Global Health Research and Policy, 3(1). https://doi.org/10.1186/s41256-018-0072-0 McCray, G. G., Haynes, B., Proeller, A., Ervin, C., & Williams-Livingston, A. (2020). Making the Case for Community Health Workers in Georgia. Journal of the Georgia Public Health Association, 8(1). https://doi.org/10.20429/jgpha.2020.080116 Mor, N., Ananth, B., Ambalam, V., Edassery, A., Meher, A., Tiwari, P., Sonawane, V., Mahajani, A., Mathur, K., Parekh, A., & Dharmaraju, R. (2023). Evolution of Community Health Workers: The Fourth Stage. Frontiers in Public Health, 11. https://doi.org/10.3389/fpubh.2023.1209673 Noel, L., Chen, Q., Petruzzi, L. J., Phillips, F., Garay, R., Valdez, C., Aranda, M. P., & Jones, B. (2022). Interprofessional Collaboration Between Social Workers and Community Health Workers to Address Health and Mental Health in the United States: A Systematised Review. Health &Amp; Social Care in the Community, 30(6). https://doi.org/10.1111/hsc.14061 None, N. (2022). Walking the Talk: Reimagining Primary Health Care After COVID-19. https://doi.org/10.1596/978-1-4648-1768-7 Orkin, A. M., McArthur, A., Venugopal, J., Kithulegoda, N., Martiniuk, A., Buchman, D. Z., Kouyoumdjian, F., Rachlis, B., Strike, C., & Upshur, R. (2019). Defining and Measuring Health Equity in Research on Task Shifting in High-Income Countries: A Systematic Review. SSM - Population Health, 7, 100366. https://doi.org/10.1016/j.ssmph.2019.100366 Pingel, E. S. (2022). Seeing Inside: How Stigma and Recognition Shape Community Health Worker Home Visits in São Paulo, Brazil. Community Health Equity Research &Amp; Policy, 44(3), 303–313. https://doi.org/10.1177/2752535x221137384 Rifkin, S. B., Fort, M., Patcharanarumol, W., & Tangcharoensathien, V. (2021). Primary Healthcare in the Time of COVID-19: Breaking the Silos of Healthcare Provision. BMJ Global Health, 6(11), e007721. https://doi.org/10.1136/bmjgh-2021-007721 Rohan, E. A., Townsend, J. S., Bermudez, A. T., Thompson, H. L., Holman, D. M., Reza, A., Tharpe, F. S., & Wennerstrom, A. (2024). Engaging Community Health Workers in Primary Care Practices. Journal of Ambulatory Care Management, 47(3), 154–167. https://doi.org/10.1097/jac.0000000000000501 Shommu, N. S., Ahmed, S., Rumana, N., Barron, G. R. S., McBrien, K. A., & Turin, T. C. (2016). What Is the Scope of Improving Immigrant and Ethnic Minority Healthcare Using Community Navigators: A Systematic Scoping Review. International Journal for Equity in Health, 15(1). https://doi.org/10.1186/s12939-016-0298-8 Sisson, N., & Starke, J. (2022). Promotores De Salud in Montana: An Analysis of a Rural Health Care Intervention Rooted in Catholic Social Teaching and Its Place in Medical Curricula. The Linacre Quarterly, 89(1), 21–35. https://doi.org/10.1177/00243639211059346 The Role and Impact of Female Health Workers on the Well-Being of Global South Communities: A Call for Gender-Transformative Action. (2022). Archives of Women Health and Care, 5(2). https://doi.org/10.31038/awhc.2022521 Williams-Livingston, A., Henry Akintobi, T., & Banerjee, A. (2020). Community-Based Participatory Research in Action: The Patient-Centered Medical Home and Neighborhood. Journal of Primary Care &Amp; Community Health, 11. https://doi.org/10.1177/2150132720968456 Theme song, Works All The Time by Dominik Schwarzer, YouTube ID: CUBDNERZU8HXUHBS, purchased from https://www.premiumbeat.com/.   Even without trying, every night you go to bed a little wiser. Thanks for listening to Rio Bravo qWeek Podcast. We want to hear from you, send us an email at RioBravoqWeek@clinicasierravista.org, or visit our website riobravofmrp.org/qweek. See you next week!

Elite Achievement
Peter Tiboris on Building a $4 Billion Firm

Elite Achievement

Play Episode Listen Later May 14, 2026 40:47


Peter Tiboris helps us explore the mental shift from being a strong producer to acting like a CEO who builds a scalable advisory firm. Peter shared with us how to dig into hiring ahead of the numbers, staying relentless on prospecting, and using vision and values to grow Park Avenue Capital into a multi-billion-dollar organization.Key topics discussed in this episode:• The difference between a successful advisor and a true entrepreneur• What changes when a practice becomes a firm• Hiring the right person first and solving payroll after• Prospecting as the foundation that supports risk and growth• Growing as a leader by balancing directness with empathyFollow Elite Achievement for more conversations on leadership and high-level execution.About PeterPeter Tiboris began his career with Northwestern Mutual in 2002 and has grown into one of the top advisors and firm leaders in the industry. He is the co-founder of Park Avenue Capital, one of the largest ensembles at Northwestern Mutual, built through both organic growth and strategic succession partnerships.Peter has been recognized as a Barron's Top 1200 Advisor and Forbes Best in State Advisor, and ranks among the top advisors in Northwestern Mutual history for career insurance production. He is known for his long-term vision, relationship-driven growth strategy, and ability to build through people.In this episode, Peter shares his perspective on scaling a firm, reinvesting into growth, building leadership infrastructure, and the mindset required to pursue a bold vision.Connect with PeterWebsiteInstagramFacebookLinkedInAbout Kristin BurkeKristin Burke works with financial advisors and leaders in financial services who are building and scaling firms. She helps them lead more effectively, develop their team, and execute consistently on the priorities that drive growth.Work with KristinIf you are building a firm and want a strategic partner to help you think through leadership, team development, and execution, you can learn more about working with Kristin here:WebsiteConnect on LinkedInLinkedIn

Barron's Live
A Deep Dive into Jobs

Barron's Live

Play Episode Listen Later May 11, 2026 45:19


Nela Richardson, chief economist at ADP, discusses the current state of the labor market, including a look at demographic changes and small business momentum, with Barron's Senior Economic Writer Megan Leonhardt. Richardson, who is also head of the ADP Research, will talk about the latest research on what's driving employment conditions, as well as her thoughts on how artificial intelligence could shape U.S. employment in the coming years. Learn more about your ad choices. Visit megaphone.fm/adchoices

The P.A.S. Report Podcast
Weaponized Government: The Left's Capture of Our Institutions

The P.A.S. Report Podcast

Play Episode Listen Later May 6, 2026 30:32


Weaponized Government is not just about politics. It is about the Left's capture of America's institutions and the quiet destruction of self-government. New York Post reporter and editorial board member Seth Barron joins The P.A.S. Report Podcast to discuss his new book, Weaponized: The Left's Capture and Destruction of America's Sacred Institutions. Barron exposes how citizenship, policing, housing, and education have been transformed from institutions that serve the people into tools used to centralize power, weaken local control, and impose a radical political agenda on ordinary Americans. What You'll Learn How the Left blurred the line between citizen and non-citizen to weaken the meaning of American citizenship  Why "Defund the Police" was never just bad policy, but part of a larger strategy to transform public safety  How housing policy, density, YIMBY, and "walkable cities" are being used to attack suburbs and local control  Why teachers' unions became one of the most powerful forces in leftist politics and school indoctrination  Whether America's captured institutions can be reclaimed before the damage becomes permanent  From open borders and public safety to education and housing, this episode breaks down how America's sacred institutions became weaponized and what citizens must understand before it is too late.

The President's Inbox
The Spillover: Are Prediction Markets Forecasting Tools or Virtual Casinos?

The President's Inbox

Play Episode Listen Later May 6, 2026 47:22


Prediction markets have grown into a multibillion-dollar industry. This episode asks whether they are powerful forecasting tools or gambling platforms in disguise—and what their rise means for how risk and information are priced.    Hosts:    Rebecca Patterson, Senior Fellow, Council on Foreign Relations (CFR)   Sebastian Mallaby, Paul A. Volcker Senior Fellow for International Economics, Council on Foreign Relations (CFR)   Guest:    Christy Goldsmith Romero, Former Commissioner, Commodity Futures Trading Commission (CFTC)   We discuss: How prediction markets are turning the world into a “casino” where you can bet on almost anything, from elections and geopolitics to sports and niche events. The evolution of prediction markets from academic tools to mainstream platforms shaping finance, politics, and culture. Why these markets sometimes outperform polls, where they fall short, and how they blur the line between forecasting and entertainment-driven gambling. As Rebecca Patterson asks: “Are these markets actually useful, or are they just gambling dressed up as forecasting?” The legal gray areas that are allowing prediction markets to expand so quickly and the growing risk of manipulation and insider bets. An anecdote from France, where someone allegedly tampered with a weather sensor to manipulate the outcome of a prediction market bet. How governments and regulators are struggling to keep up. Whether these markets truly reflect the “wisdom of crowds” or just loud, well-funded players.   Mentioned on the Episode:    Anthony M. Diercks, Jared Dean Katz, and Jonathan H. Wright, “Kalshi and the Rise of Macro Markets,” Federal Reserve Board   “The Future of Financial Services Regulation: A Conversation with CFTC Commissioner Christy Goldsmith Romero,” Brookings Institution    Adam Hoffer and Jacob Macumber-Rosin, “Expanded Sports Betting Legalization Would Generate Billions in Tax Revenue,” Tax Foundation   Andy Serwer, “Charles Schwab CEO Explains Why Investing Works—and Gambling Doesn't,” Barron's   Want to keep up with The Spillover? Sign up to receive an email alert when new episodes are released.   The Spillover is a production of the Council on Foreign Relations. The opinions expressed on the show are solely those of the hosts and guests, not of the Council, which takes no institutional positions on matters of policy.

Full Disclosure
Andy Serwer

Full Disclosure

Play Episode Listen Later May 4, 2026 56:12


Barron's editor at large Andy Serwer on the last stand for the Hollywood mega-merger; tech-heavy markets; artificial intelligence; China's electrified threat to Detroit; and stories from his decades in business journalism. Serwer previously was chief editor of Fortune and Yahoo Finance.

The Disciplined Investor
TDI Podcast: Incompetent Idiots (#971)

The Disciplined Investor

Play Episode Listen Later May 3, 2026 69:30


Incompetent individuals cannot recognize their own deficiencies because they lack the very expertise needed to do so. Dunning-Kruger lives on… So many people confidently discussing a subject they know little about, while dismissing experts. The big boys have reported ! Powell’s Last speech – and a divided Fed. Inflation – via the PCE is hot. Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management. NEW! DOWNLOAD THIS EPISODE'S AI GENERATED SHOW NOTES (Guest Segment) Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria's ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron's, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology. Meb spends most of his free time skiing, learning to surf, and traveling. And because he gets this question daily, Mebane is Southern (US), and rhymes with “web-in”.   Check this out and find out more at: http://www.interactivebrokers.com/ Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy – HERE Stocks mentioned in this episode: (AMZN), (META), (AAPL), (NVDA), (SNDK), (OIL), (GOOG)

The Carl Nelson Show
A.I. in Music, Motown Legacy & Community Reflections: Professor Griff, Kerry Gordy, Mark from Anaheim, and Charles Barron

The Carl Nelson Show

Play Episode Listen Later Apr 30, 2026 188:16 Transcription Available


Public Enemy’s iconic Professor Griff returns to our classroom, unveiling the groundbreaking influence of A.I. on the music industry. Learn how artificial intelligence is transforming the way hits are made, and what this innovation means for artists and fans alike. Our lineup continues to impress: Kerry Gordy, son of the legendary Motown founder Berry Gordy, shares rare insights on the new Michael Jackson movie, "Michael," giving you a behind-the-scenes perspective you won’t find anywhere else. Mark from Anaheim brings history to life with a compelling reflection on the 1992 civil uprising—a defining moment where 63 lives were lost and over a billion dollars in property was damaged, changing our community forever. Kicking off the show, former NY Lawmaker Charles Barron delivers a vital warning about a scam preying on seniors and threatening the security of their homes. Arm yourself with knowledge and help protect those you love. See omnystudio.com/listener for privacy information.

All Of It
Last Chance to See 'You Got Older'

All Of It

Play Episode Listen Later Apr 29, 2026 26:20


[REBROADCAST FROM March 23, 2026] In the revival of Clare Barron's play "You Got Older," Alia Shawkat stars as Mae, a young woman in a state of limbo after losing her job and moving home to take care of her father (Peter Friedman) who is battling cancer. Shawkat, Barron, and director Anne Kauffman discuss the play, running until May 3 at the Cherry Lane Theater. Photo by Marc J. Franklin

arts cancer theater older limbo barron caregiving last chance alia shawkat peter friedman shawkat cherry lane theater anne kauffman marc j franklin
The Brian Kilmeade Show Free Podcast
Why Die-Hard New Yorkers are Fleeing: Seth Barron Exposes the "City in Decline"

The Brian Kilmeade Show Free Podcast

Play Episode Listen Later Apr 18, 2026 13:03


Seth Barron, author of The Last Days of New York, joins Brian Kilmeade to discuss the rapid decline of Gotham. As crime rates surge and businesses flee to Florida and Texas, Barron pulls back the curtain on the "disastrous incompetence" of city leadership and the progressive policies that he warns are leading NYC toward bankruptcy. Learn more about your ad choices. Visit podcastchoices.com/adchoices